D & M Alpert Foundation

GRANADA HILLS, CA EIN: 95-7082832

D & M Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $18K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$52K

+184.8% YoY

Annual Giving

$18K

-2.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$18K

-2.8% YoY

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.

About D & M Alpert Foundation

Based on IRS filings

D & M Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $18K. Net investment income was $51K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Beverly HillsEncinoLos AngelesSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$28K$42K$56K20202021202220232024
Metric202420232022
Total Assets$51,909$18,225$35,495
Revenue$51,256$880$9
Expenses$17,572$18,150$161
Qualifying Distributions$17,500$18,000
Net Investment Income$51,184$730$9
Distributable Amount$398$1,123$1,752

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$9K$14K$18K6 grants20202 grants20210 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CONCERN FOUNDATION$18K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Concern Foundation ($17,500).

RecipientPurposeAmount
CONCERN FOUNDATION LOS ANGELES, CACHARITABLE$17,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MERRYL L ALPERTTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is D & M Alpert Foundation?

D & M Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRANADA HILLS, CA. It holds $52K in total assets as of 2024.

How large is D & M Alpert Foundation?

As of 2024, D & M Alpert Foundation holds $52K in total assets with $51K in annual revenue. It awarded 1 grants totaling $18K in 2024.

Where does D & M Alpert Foundation operate?

D & M Alpert Foundation has awarded grants in California.

What size grants does D & M Alpert Foundation award?

In 2024, D & M Alpert Foundation awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is D & M Alpert Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, D & M Alpert Foundation reported a distributable amount of $398 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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