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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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