D & M Alpert Foundation
D & M Alpert Foundation is a private foundation, based in Granada Hills, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $52K in total assets. In 2024, it awarded 1 grant totaling $18K. Net investment income was $51K.
D & M Alpert Foundation at a glance
In short: D & M Alpert Foundation gave $18K across 1 grant in 2024 (avg $18K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,500
- -2.8% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $17,500
- -2.8% vs 2023
- Median grant
- $17,500
- Total assets
- $51,909
- +184.8% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who D & M Alpert Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Concern Foundation ($18K).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How D & M Alpert Foundation gives
- Giving grew 59% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $11K (2020) to $18K (2023). In 2024 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Concern Foundation Los Angeles, CA | Charitable | $17,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $51,909 | $51,256 | $17,572 | $17,500 | 1 | $17,500 | $51,184 | $398 |
| 2023 | $18,225 | $880 | $18,150 | $18,000 | 1 | $18,000 | $730 | $1,123 |
| 2022 | $35,495 | $9 | $161 | — | — | — | $9 | $1,752 |
| 2021 | $35,647 | $40,556 | $11,150 | $11,000 | 2 | $11,000 | $3 | $1,032 |
| 2020 | $6,241 | $2 | $11,150 | $11,000 | 6 | — | $2 | $558 |
Under IRS private-foundation payout rules, D & M Alpert Foundation reported a distributable amount of $398 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
D & M Alpert Foundation is led by Merryl L. Alpert, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Merryl L. Alpert
Trustee
On filings since 2020
2 hrs/week
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.
Frequently asked questions about D & M Alpert Foundation
How much does D & M Alpert Foundation give each year?
D & M Alpert Foundation gave $18K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $18K across 1 grant.
How large is D & M Alpert Foundation?
D & M Alpert Foundation reported $52K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $398 (roughly 5% of its investment assets).
Where does D & M Alpert Foundation operate?
D & M Alpert Foundation has awarded grants in California.
What is D & M Alpert Foundation's EIN?
D & M Alpert Foundation's EIN (Employer Identification Number) is 95-7082832. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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