ALPERT FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALPERT FAMILY FOUNDATION (EIN 26-1612879)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349103420
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:21:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061138540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURRUANO & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BUSINESS PARK DRIVE - STE 106 | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261612879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT FAMILY FOUNDATION II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPE | BusinessNameControlTxt |
| Phone | 5162410733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 GREENBRIAR LANE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ALPERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162410733 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM BURRUANO CPA | PreparerPersonNm |
| PTIN | P00234623 | PTIN |
| Phone | 9142735300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $242,172 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,519 | CashBOYAmt |
| Cash EOY | $4,783 | CashEOYAmt |
| Cash EOYFMV | $4,783 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $119,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,972 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,051 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,155 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $232,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $242,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $232,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $269,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $232,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $232,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $232,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $269,058 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $269,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC | P | 2024-02-20 | 2025-02-07 | $12,059 | $8,615 | $3,444 | $3,444 |
| GOLDMAN SACH FINL SQUARE TREAS OBLIGS | P | 2024-04-24 | 2025-02-11 | $4,284 | $4,284 | $0 | $0 |
| AT&T INC | P | 2021-05-07 | 2025-02-07 | $12,059 | $12,363 | -$304 | -$304 |
| WARNER BROS DISCOVERY INC SER A | P | 2021-05-07 | 2025-02-07 | $1,170 | $3,763 | -$2,593 | -$2,593 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-02-11 | 2025-04-08 | $3,000 | $3,000 | $0 | $0 |
| AMAZON COM INC | P | 2024-08-29 | 2025-05-01 | $37,368 | $35,404 | $1,964 | $1,964 |
| PALANTIR TECHNOLOGIES INC CL A | P | 2025-02-07 | 2025-05-02 | $23,852 | $23,298 | $554 | $554 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-06-01 | 2025-06-25 | $15,000 | $15,000 | $0 | $0 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-07-01 | 2025-07-02 | $59,000 | $59,000 | $0 | $0 |
| TEXAS EXCHANGE BK SSB CD | P | 2024-07-19 | 2025-09-26 | $5,000 | $5,000 | $0 | $0 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-05-02 | 2025-10-30 | $2,000 | $2,000 | $0 | $0 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-05-02 | 2025-11-05 | $2,000 | $2,000 | $0 | $0 |
| GREENSBORO NC LTD OBLIG | P | 2021-07-01 | 2025-11-03 | $25,000 | $25,000 | $0 | $0 |
| ALLSPRING 100% TREASURY MONEY MKT | P | 2025-12-01 | 2025-12-12 | $20,000 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $158 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BURRUANO COMPANY LLP | IndividualWithBooksNm |
| Phone | 9142735300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BUSINESS PARK DRIVE STE 106 | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT E ALPERT | ||||||||
| 40 GREENBRIAR LANE | PORT WASHINGTON | NY | 11050 | DIRECTOR/PRESIDENT | 0.50 | $0 | $0 | $0 |
| LISA D ALPERT | ||||||||
| 40 GREENBRIAR LANE | PORT WASHINGTON | NY | 11050 | DIRECTOR/VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| LAUREN E ALPERT | ||||||||
| 40 GREENBRIAR LANE | PORT WASHINGTON | NY | 11050 | DIRECTOR/TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | REVENUE CODE SECTION 501 (C) (3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $346,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $349,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $349,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $344,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158 | TotalTaxAmt |
| Distributable Before Adj | $17,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,573 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,662 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,403 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,341 | ExcessFromYear4Amt |
| Excess From Year3 | $20,856 | ExcessFromYear3Amt |
| Excess From Year2 | $13,573 | ExcessFromYear2Amt |
| Excess From Year1 | $27,062 | ExcessFromYear1Amt |
| Excess From Current Year | $6,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT E ALPERT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| ART THERAPY OUTREACH CENTER | |||||||
| 132 WEST 21ST STREET 6TH FL | NEW YORK | NY | 10011 | N/A | NC | UNRESTRICTED CONTRIBUTION | $3,673 |
| ASSOCIATION OF REFORM JEWISH EDUCATORS | |||||||
| 633 3RD AVE 7TH FLOOR | NEW YORK | NY | 10017 | N/A | NC | UNRESTRICTED CONTRIBUTION | $309 |
| COMMUNITY CHEST OF PORT WASHINGTON | |||||||
| 382 MAIN ST | PORT WASHINGTON | NY | 11050 | N/A | NC | UNRESTRICTED CONTRIBUTION | $500 |
| EDEN II & GENESIS FOUNDATION | |||||||
| 15 BEACH STREET | STATEN ISLAND | NY | 10304 | N/A | NC | UNRESTRICTED CONTRIBUTION | $250 |
| ESOPHAGEAL CANCER EDUCATION FOUNDATION | |||||||
| PO BOX 821 | MANALAPAN | NJ | 07726 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| GOFUNDME | |||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| HUDSON VALLEY HOSPICE FOUNDATION | |||||||
| 80 WASHINGTON SUITE 204 | POUGHKEEPSIE | NY | 12601 | N/A | NC | UNRESTRICTED CONTRIBUTION | $250 |
| HYLAN GRP | |||||||
| 2878 GULF AVE | STATEN ISLAND | NY | 10303 | N/A | NC | UNRESTRICTED CONTRIBUTION | $3,000 |
| ISLAND HARVEST | |||||||
| 15 GRUMMAN ROAD WEST STE 1450 | BETHPAGE | NY | 11714 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| JOHN THEISSEN CHILDREN'S FOUNDATION | |||||||
| 1881 WANTAGH AVE | WANTAGH | NY | 11793 | N/A | NC | UNRESTRICTED CONTRIBUTION | $150 |
| LICADD | |||||||
| 1025 OLD COUNTRY RD 221 | WESTBURY | NY | 11590 | N/A | NC | UNRESTRICTED CONTRIBUTION | $250 |
| LOMOND PARENT TEACHER ORGANIZATION | |||||||
| 17917 LOMOND BLVD | SHAKER HEIGHTS | OH | 44120 | N/A | NC | UNRESTRICTED CONTRIBUTION | $50 |
| LUSTGARTEN FOUNDATION | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11553 | N/A | NC | UNRESTRICTED CONTRIBUTION | $120 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | NC | UNRESTRICTED CONTRIBUTION | $250 |
| MUHLENBERG COLLEGE | |||||||
| 2400 W CHEW ST | ALLENTOWN | PA | 18104 | N/A | NC | UNRESTRICTED CONTRIBUTION | $1,000 |
| NATIONAL INSURANCE PRODUCER REGISTRY | |||||||
| 1100 WALNUT STREET SUITE 1500 | KANSAS CITY | MO | 64106 | N/A | NC | UNRESTRICTED CONTRIBUTION | $261 |
| NEW GROUND | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | N/A | NC | UNRESTRICTED CONTRIBUTION | $5,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH STREET | NEW YORK | NY | 10128 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| PORT JEWISH CENTER | |||||||
| 20 MANORHAVEN BLVD | PORT WASHINGTON | NY | 11050 | N/A | NC | UNRESTRICTED CONTRIBUTION | $1,709 |
| PPGF | |||||||
| 1250 I ST NW 1202 | WASHINGTON | DC | 20005 | N/A | NC | UNRESTRICTED CONTRIBUTION | $50 |
| SAMARITAN DAYTOP FOUNDATION | |||||||
| 138-02 QUEENS BLVD | BRIARWOOD | NY | 11435 | N/A | NC | UNRESTRICTED CONTRIBUTION | $1,040 |
| SHAKER YOUTH HOCKEYASSOCIATION | |||||||
| 3301 WARRENSVILLE CENTER RD | SHAKER HEIGHTS | OH | 44122 | N/A | NC | UNRESTRICTED CONTRIBUTION | $250 |
| STAR LEGACY FDN | |||||||
| 6400 FLYING CLOUD DR SUITE 225 | EDEN PRAIRIE | MN | 55344 | N/A | NC | UNRESTRICTED CONTRIBUTION | $265 |
| TEAM PERI FDN | |||||||
| 404 MADISON AVE | W HEMPSTEAD | NY | 11552 | N/A | NC | UNRESTRICTED CONTRIBUTION | $100 |
| THE CHILDREN'S HEART FOUNDATION | |||||||
| 5 REVERE DR SUITE 200 | NORTHBROOK | IL | 60062 | N/A | NC | UNRESTRICTED CONTRIBUTION | $518 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BLVD | BAYSIDE | NY | 11361 | N/A | NC | UNRESTRICTED CONTRIBUTION | $1,559 |
| UJA FEDERATION | |||||||
| PO BOX 4227 | NEW YORK | NY | 102614227 | N/A | NC | UNRESTRICTED CONTRIBUTION | $2,100 |
| TCS NEW YORK CITY MARATHON | |||||||
| 429 11TH AVE | NEW YORK | NY | 10001 | N/A | NC | UNRESTRICTED CONTRIBUTION | $107 |
| PORT WASHINGTON THANKSGIVING DAYFIVE MILERUN | |||||||
| 80 MANORHAVEN BOULEVARD | PORT WASHINGTON | NY | 11050 | N/A | NC | UNRESTRICTED CONTRIBUTION | $463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,724 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,714 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS ROBERT ALPERT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 GREENBRIAR LANE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $136,759 | EOYBookValueAmt |
| EOYFMV | $106,972 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,051 | BookValueAmt |
| EOYFMV | $4,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS FEES | $75 | $0 | $0 |
| TAX | $325 | $0 | $0 |