Raymond and Barbara Alpert Foundation

LOS ANGELES, CA EIN: 95-4541253

Raymond and Barbara Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 6 grants totaling $10.1M. Net investment income was $782K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$10.1M

+3475.3% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$1.7M

+3475.3% YoY

Under IRS private-foundation payout rules, Raymond and Barbara Alpert Foundation reported a distributable amount of $223K for 2023 — the minimum it must pay out in qualifying distributions.

About Raymond and Barbara Alpert Foundation

Based on IRS filings

Raymond and Barbara Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 6 grants totaling $10.1M. Net investment income was $782K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

Indiana PolisLong BeachLos AngelesMission ViejoNew YorkPasadenaSilver SpringWaltham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$8M$11M2020202120222023
Metric202320222021
Total Assets$9,293,241$9,423,761
Revenue$773,693$250,374$726,523
Expenses$10,136,094$373,487$295,440
Qualifying Distributions$10,120,115$290,710$205,243
Net Investment Income$781,536$192,576$712,720
Distributable Amount$223,463$502,817$546,479

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$5M$8M$10M8 grants20202 grants20216 grants20226 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2023

MORGAN STANLEY GLOBAL IM…$9.9Mjewish federation of gre…$206KJEWISH FAMILY & CHILDREN…$25KCONCERN FOUNDATION$13KHIAS INC$10Kjewish federation of gre…$8K

Grant Size Distribution

22 grants across all recorded years

13<$50K3$50–100K4$100–250K$250–500K$500K–1M1$1–5M1$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Morgan Stanley Global Impact Funding Trust Inc ($9,855,793), jewish federation of greater Long Beach ($205,946), Jewish Family & Children's Service Inc ($25,000).

RecipientPurposeAmount
HIAS INC silver spring, MDGENERAL SUPPORT$10,000
JEWISH FAMILY & CHILDREN'S SERVICE INC WALTHAM, MAGENERAL SUPPORT$25,000
jewish federation of greater Long Beach long beach, CAGENERAL SUPPORT$8,487
CONCERN FOUNDATION LOS ANGELES, CAGENERAL SUPPORT$13,000
jewish federation of greater Long Beach LONG BEACH, CA1) DESCRIPTION: 275.538 SHARES OF Skybridge MUL-AD SECURITIES (2) DATE OF THE GIFT: 03/29/2023 (3) PURPOSE: GENERAL SUPPORT$205,946
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC INDIANA POLIS, INGENERAL SUPPORT$9,855,793

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
ALAN ALPERTDIRECTOR/PRESIDENT1
TERI ALPERTDIRECTOR/SECRETARY/TREASURER1
NANCY ALPERTDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Raymond and Barbara Alpert Foundation?

Raymond and Barbara Alpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS ANGELES, CA. It holds — in total assets as of 2023.

Where does Raymond and Barbara Alpert Foundation operate?

Raymond and Barbara Alpert Foundation has awarded grants in California, Indiana, Massachusetts, Maryland, New York.

What size grants does Raymond and Barbara Alpert Foundation award?

In 2023, Raymond and Barbara Alpert Foundation awarded 6 grants totaling $10.1M — an average of about $1.7M per grant, based on its IRS Form 990 filings.

How much is Raymond and Barbara Alpert Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Raymond and Barbara Alpert Foundation reported a distributable amount of $223K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Raymond and Barbara Alpert Foundation's EIN?

Raymond and Barbara Alpert Foundation's EIN (Employer Identification Number) is 95-4541253. IRS Form 990 filing data is available on this page for 2020–2023.

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

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