Alex and Zoli Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAWRENCE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $70.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18K
+49.2% YoY
Annual Giving
$13K
+101.6% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$2K
+76.4% YoY
Under IRS private-foundation payout rules, Alex and Zoli Foundation reported a distributable amount of $817 for 2024 — the minimum it must pay out in qualifying distributions.
About Alex and Zoli Foundation
Based on IRS filings
Alex and Zoli Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAWRENCE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18K in total assets. In 2024, it awarded 8 grants totaling $13K. Net investment income was $70.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,398 | $12,328 | $7 |
| Revenue | $20,070 | $20,021 | $1 |
| Expenses | $14,000 | $7,700 | $10,750 |
| Qualifying Distributions | $12,500 | $6,200 | $8,800 |
| Net Investment Income | $70 | $21 | $1 |
| Distributable Amount | $817 | $248 | $239 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ohr Hatorah ($3,000), Pef Israel Endowment Funds Inc ($2,500), Kollel International ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AFO TORAH B'YISRAEL LAWRENCE, NY | TO SUPPORT JEWISH EDUCATION | $1,000 |
| KOLLEL INTERNATIONAL LAKEWOOD, NJ | FOR EDUCATIONAL SUPPORT | $2,000 |
| LEV BEREL INC LAKEWOOD, NJ | FOR EDUCATIONAL SUPPORT | $600 |
| CONGREGATION KNESSETH SIMCHA BROOKLYN, NY | TO SUPPORT JEWISH EDUCATION | $1,400 |
| YESHIVAS NACHLAS BNEI SHIMON BROOKLYN, NY | TO SUPPORT JEWISH EDUCATION | $1,000 |
| OHR HATORAH BERGENFIELD, NJ | TO SUPPORT JEWISH EDUCATION | $3,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC NEW YORK, NY | TO SUPPORT JEWISH EDUCATION | $2,500 |
| AFO MACHON DANIEL | TO SUPPORT JEWISH EDUCATION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROL UNGAR | PRESIDENT | 2 | — |
| EUGENE DAVID UNGAR | TREASURER | 1 | — |
| KENNETH MARSH | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Alex and Zoli Foundation?
Alex and Zoli Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAWRENCE, NY. It holds $18K in total assets as of 2024.
How large is Alex and Zoli Foundation?
As of 2024, Alex and Zoli Foundation holds $18K in total assets with $20K in annual revenue. It awarded 8 grants totaling $13K in 2024.
Where does Alex and Zoli Foundation operate?
Alex and Zoli Foundation has awarded grants in Florida, Michigan, New Jersey, New York.
What size grants does Alex and Zoli Foundation award?
In 2024, Alex and Zoli Foundation awarded 8 grants totaling $13K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Alex and Zoli Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Alex and Zoli Foundation reported a distributable amount of $817 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Alex and Zoli Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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