Alex and Zoli Foundation

Private foundation · Grantmaker Lawrence, NY EIN: 20-4856691

Alex and Zoli Foundation is a private foundation, based in Lawrence, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $28K in total assets. In 2025, it awarded 8 grants totaling $8K. Net investment income was $15.

Alex and Zoli Foundation at a glance

In short: Alex and Zoli Foundation gave $8K across 8 grants in 2025 (avg $1K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$8,400
-32.8% vs 2024
Grants made (2025)
8
+0.0% vs 2024
Average grant
$1,050
-32.8% vs 2024
Median grant
$500
Total assets
$28,437
+54.6% vs 2024
Primary geography
New Jersey (77% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Alex and Zoli Foundation funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Congregation Tiferet Yaakov: $5KCongregation Tiferet Yaakov$5KAFO Machon Daniel: $500AFO Machon Daniel$500AFO Torah B'yisrael: $500AFO Torah B'yisrael$500Kollel International: $500Kollel International$500Lev Berel Inc: $500Lev Berel Inc$500Ohr Hatorah: $500Ohr Hatorah$500American Friends of Bircas Hatorah: $500American Friends of BircasHatorah$500Congregation Knesseth Simcha: $400Congregation Knesseth Simcha$400

The largest 2025 recipient was Congregation Tiferet Yaakov ($5K). Together the top 8 received $8K.

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 38 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

LakewoodBrooklynLawrenceHighland ParkNew YorkOak ParkBergenfieldLakewood NJBoca RatonEdisonFlushingJacksonMonsey

How Alex and Zoli Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 662% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K11 grants2019 13 grants2020 10 grants2021 5 grants2022 7 grants2023 8 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $6K (2023) to $66K (2019). In 2025 it made 8 grants totaling $8K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Congregation Tiferet Yaakov Lakewood, NJTo Support Jewish Education$5,000
AFO Machon Daniel To Support Jewish Education$500
AFO Torah B'yisrael Lawrence, NYTo Support Jewish Education$500
Kollel International Lakewood, NJFor Educational Support$500
Lev Berel Inc Lakewood, NJFor Educational Support$500
Ohr Hatorah Bergenfield, NJTo Support Jewish Education$500
American Friends of Bircas Hatorah Flushing, NYTo Support Jewish Education$500
Congregation Knesseth Simcha Brooklyn, NYTo Support Jewish Education$400
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$28,437$20,015$9,975$8,4008$8,400$15$1,269
2024$18,398$20,070$14,000$12,5008$12,500$70$817
2023$12,328$20,021$7,700$6,2007$6,200$21$248
2022$7$1$10,750$8,8005$8,800$1$239
2021$10,756$4$41,962$40,05010—$4$1,596
2020$52,714$52,103$36,450$34,80013—$596$2,395
2019$37,062$59,703$67,960$66,31011—$72$2,015

Under IRS private-foundation payout rules, Alex and Zoli Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Alex and Zoli Foundation is led by Carol Ungar, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carol Ungar

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Eugene David Ungar

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kenneth Marsh

    Secretary

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Alex and Zoli Foundation

How much does Alex and Zoli Foundation give each year?

Alex and Zoli Foundation gave $8K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 8 grants.

What is Alex and Zoli Foundation's typical grant size?

Alex and Zoli Foundation's median grant in 2025 was $500, and its average grant was $1,050, across 8 grants on its 2025 IRS Form 990-PF.

Where does Alex and Zoli Foundation give grants?

Alex and Zoli Foundation gives mostly in New Jersey: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%). The most frequent recipient cities were Lakewood, NJ (3 grants).

Does Alex and Zoli Foundation give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Alex and Zoli Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Jewish Education" (6 grants).

Who are Alex and Zoli Foundation's largest grantees?

Alex and Zoli Foundation's largest 2025 grantees include Congregation Tiferet Yaakov ($5,000), AFO Machon Daniel ($500) and AFO Torah B'yisrael ($500), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.

How large is Alex and Zoli Foundation?

Alex and Zoli Foundation reported $28K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Alex and Zoli Foundation's EIN?

Alex and Zoli Foundation's EIN (Employer Identification Number) is 20-4856691. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS January 8, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 16, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Alex and Zoli Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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