Alpert Family Foundation Ii

PORT WASHINGTON, NY EIN: 26-1612879

Alpert Family Foundation Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORT WASHINGTON, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 25 grants totaling $41K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$233K

+15.7% YoY

Annual Giving

$41K

+86.0% YoY

Grant Count

25

+4.2% YoY

Avg Grant Size

$2K

+78.6% YoY

About Alpert Family Foundation Ii

Based on IRS filings

Alpert Family Foundation Ii is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORT WASHINGTON, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 25 grants totaling $41K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AllentownArmonkAtlantaBaysideBethpageBostonChicagoCooper StationEden PrairieEdisonGreat NeckGreenvaleHempsteadJersey CityLake SuccessMansassetMedfordMelvilleMemphisMontgomery

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$61K$81K20202021202220232024
Metric202420232022
Total Assets$232,909$201,334$169,360
Revenue$73,387$55,013$56,759
Expenses$41,812$23,039$29,310
Qualifying Distributions$40,537$21,795$28,151
Net Investment Income$23,387$5,017$6,759
Distributable Amount$13,475$8,222$7,295

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$41K26 grants202022 grants202131 grants202224 grants202325 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PORT JEWISH CENTER$12KLICADD$6KNEW GROUND$5KNEW JERSEY INSTITUTE FOR…$4KART THERAPY OUTREACH CEN…$3KMANHATTAN THEATER CLUB$3KUJA FEDERATION$2KMUHLENBERG COLLEGE$1KTTEES TUFTS COLLEGE$1KGIVERGY$834

Grant Size Distribution

128 grants across all recorded years

128<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
ROBERT E ALPERTDIRECTOR/PRESIDENT0.5
LISA D ALPERTDIRECTOR/VICE PRESIDENT0.5
LAUREN E ALPERTDIRECTOR/TREASURER0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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