Alex and Zoli Foundation
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.
Key facts about Alex and Zoli Foundation
In short: Alex and Zoli Foundation gave $13K across 8 grants in 2024 (avg $2K), top state New York. Source: 2024 IRS Form 990-PF.
- EIN
- 20-4856691
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $12,500
- Grants made (2024)
- 8
- Average grant
- $1,563
- Median grant
- $1,200
- Total assets
- $18,398
- Primary geography
- New York (47% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Quick answers about Alex and Zoli Foundation
How much does Alex and Zoli Foundation give each year?
Alex and Zoli Foundation gave $13K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 7 grants.
What is Alex and Zoli Foundation's typical grant size?
Alex and Zoli Foundation's median grant in 2024 was $1,200, and its average grant was $1,563, across 8 grants on its 2024 IRS Form 990-PF.
Where does Alex and Zoli Foundation give grants?
Alex and Zoli Foundation's top state is New York, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest state was New Jersey (45%). The most frequent recipient cities were Lakewood, NJ (2 grants) and Brooklyn, NY (2 grants).
Does Alex and Zoli Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Alex and Zoli Foundation's 2024 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 2024 grantees include Ohr Hatorah ($3,000), Pef Israel Endowment Funds Inc ($2,500) and Kollel International ($2,000), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is Alex and Zoli Foundation?
Alex and Zoli Foundation reported $18K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $817 (roughly 5% of its investment assets).
How Alex and Zoli Foundation gives
- Giving fell 69% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Alex and Zoli Foundation
- How to evaluate Alex and Zoli Foundation as a funder
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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
Share of all 8 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
| Recipient | Purpose | Amount |
|---|---|---|
| OHR HATORAH Bergenfield, NJ | TO SUPPORT JEWISH EDUCATION | $3,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC New York, NY | TO SUPPORT JEWISH EDUCATION | $2,500 |
| KOLLEL INTERNATIONAL Lakewood, NJ | FOR EDUCATIONAL SUPPORT | $2,000 |
| CONGREGATION KNESSETH SIMCHA Brooklyn, NY | TO SUPPORT JEWISH EDUCATION | $1,400 |
| AFO TORAH B'YISRAEL Lawrence, NY | TO SUPPORT JEWISH EDUCATION | $1,000 |
| YESHIVAS NACHLAS BNEI SHIMON Brooklyn, NY | TO SUPPORT JEWISH EDUCATION | $1,000 |
| AFO MACHON DANIEL | TO SUPPORT JEWISH EDUCATION | $1,000 |
| LEV BEREL INC Lakewood, NJ | FOR EDUCATIONAL SUPPORT | $600 |
Leadership & Key People
Officers and directors from IRS filings
Alex and Zoli Foundation is led by Carol Ungar, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carol Ungar
President
On filings since 2020
2 hrs/week
No compensation reported
Eugene David Ungar
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Kenneth Marsh
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
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.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.