Alpert Family Foundation II
Alpert Family Foundation II is a private foundation based in Port Washington, New York. Its 2025 filing says it does not conduct direct charitable activities and supports other organizations through contributions.
Key facts about Alpert Family Foundation II
In short: Alpert Family Foundation II gave $24K across 30 grants in 2025 (avg $790.8), mostly in New York. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 26-1612879
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $23,724
- Grants made (2025)
- 30
- Average grant
- $791
- Median grant
- $250
- New grantees (estimate)
- 50% first-time grantees (15 of 30, 2025)
- Total assets
- $269,058
- Primary geography
- New York (89% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$269K
+15.5% YoY
Annual Giving
$24K
-41.5% YoY
Grant Count
30
+20.0% YoY
Avg Grant Size
$790.8
-51.2% YoY
Under IRS private-foundation payout rules, Alpert Family Foundation II reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Is Alpert Family Foundation II open to new grantees?
50%
first-time grantees, 2025
In 2025, 15 of 30 grantees (50%) were first-time recipients. First grants averaged $451; repeat grants $1K. How we count
Medians: $250 first-time, $265 repeat.
- 37% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2018–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation does not state a specific charitable mission in the available information. Its 2025 grants went to organizations whose stated missions include supporting veterans and families facing homelessness, addressing substance abuse, providing higher education, strengthening Reform Jewish religious education, and reducing hunger. These are the grantees’ missions, not stated focus areas of the foundation.
Grantmaking
In 2025, the foundation made 30 grants totaling $23,724. Grant amounts ranged from $50 to $5,000, with a median of $250. Its largest grants included New Ground ($5,000), Art Therapy Outreach Center ($3,673), Hylan Grp ($3,000), UJA Federation ($2,100), Port Jewish Center ($1,709), and Tourette Syndrome Association ($1,559). All are listed as unrestricted contributions.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Alpert Family Foundation II?
Geographic Focus
Where this funder awards grants
In 2025, 89% of grant dollars went to recipients in New York. Other recipient states included Pennsylvania (4%), Illinois (2%), Ohio (1%), and Minnesota (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2025, annual grant giving ranged from $22K (2023) to $41K (2024). In 2025 it made 30 grants totaling $24K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was New Ground ($5K). Together the top 10 received $20K.
Grant Size Distribution
132 grants across all recorded years
The most common grant size was under $50K: 132 grants of 132 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Ground Hempstead, NY | Unrestricted Contribution | $5,000 |
| Art Therapy Outreach Center New York, NY | Unrestricted Contribution | $3,673 |
| Hylan Grp Staten Island, NY | Unrestricted Contribution | $3,000 |
| UJA Federation New York, NY | Unrestricted Contribution | $2,100 |
| Port Jewish Center Port Washington, NY | Unrestricted Contribution | $1,709 |
| Tourette Syndrome Association Bayside, NY | Unrestricted Contribution | $1,559 |
| Samaritan Daytop Foundation Briarwood, NY | Unrestricted Contribution | $1,040 |
| Muhlenberg College Allentown, PA | Unrestricted Contribution | $1,000 |
| The Children's Heart Foundation Northbrook, IL | Unrestricted Contribution | $518 |
| Community Chest of Port Washington Port Washington, NY | Unrestricted Contribution | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2025 | $23,724 | 30 |
| 2024 | $40,537 | 25 |
| 2023 | $21,795 | 24 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $269,058 | $232,909 | $201,334 |
| Revenue | $61,373 | $73,387 | $55,013 |
| Expenses | $25,224 | $41,812 | $23,039 |
| Qualifying Distributions | $23,724 | $40,537 | $21,795 |
| Net Investment Income | $11,373 | $23,387 | $5,017 |
| Distributable Amount | $17,062 | $13,475 | $8,222 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2018 (received by the IRS May 15, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert E Alpert as Director/President, Lisa D Alpert as Director/Vice President, and Lauren E Alpert as Director/Treasurer.
Alpert Family Foundation II is led by Robert E. Alpert, Director & President on every filing since 2018; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert E. Alpert
Director & President
On filings since 2018
0.5 hrs/week
No compensation reported
Lauren E. Alpert
Director & Treasurer
On filings since 2018
0.5 hrs/week
No compensation reported
Lisa D. Alpert
Director & Vice President
On filings since 2018
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2018–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 40 Greenbriar Lane, Port Washington, NY 11050
Phone: (516) 241-0733
Frequently asked questions about Alpert Family Foundation II
How much does Alpert Family Foundation II give each year?
Alpert Family Foundation II gave $24K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 25 grants.
What is Alpert Family Foundation II's typical grant size?
Alpert Family Foundation II's median grant in 2025 was $250, and its average grant was $791, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Alpert Family Foundation II that year got $451 on average.
Where does Alpert Family Foundation II give grants?
Alpert Family Foundation II gives mostly in New York: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (6 grants), Port Washington, NY (3 grants), Staten Island, NY (2 grants) and Shaker Heights, OH (2 grants).
Does Alpert Family Foundation II give general operating support?
Yes: 100% of Alpert Family Foundation II's 2025 grants with a stated purpose (30 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Alpert Family Foundation II's largest grantees?
Alpert Family Foundation II's largest 2025 grantees include New Ground ($5,000), Art Therapy Outreach Center ($3,673) and Hylan Grp ($3,000), according to its 2025 IRS Form 990-PF. Together they received 49% of its itemized 2025 grant dollars.
How large is Alpert Family Foundation II?
Alpert Family Foundation II reported $269K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
What does Alpert Family Foundation II fund?
The foundation does not state a specific charitable mission in the available information. See mission & focus areas ↑
How do I apply for a grant from Alpert Family Foundation II?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alpert Family Foundation II's EIN?
Alpert Family Foundation II's EIN (Employer Identification Number) is 26-1612879. IRS Form 990 filing data is available on this page for 2018–2025.
Does Alpert Family Foundation II accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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