Robert Alpert Irrevocable Trust
The Robert Alpert Irrevocable Trust is a private foundation based in Normal, Illinois. Its 2025 filing describes direct charitable activity as high school aid and college scholarships awarded to 17 individuals.
Robert Alpert Irrevocable Trust at a glance
In short: Robert Alpert Irrevocable Trust gave $41K across 17 grants in 2025 (avg $2K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,452
- +3.1% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $2,438
- -9.0% vs 2024
- Median grant
- $4,000
- Total assets
- $474,358
- -2.1% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Robert Alpert Irrevocable Trust
- How to Apply
-
The filing directs applicants to obtain an application form from the L-P THS Counseling Office and submit it with an essay. Scholarships are open to L-P High School students going into an education-related field.
- Review Cycle
- The filing lists an application period from January 1 through February 16; it does not specify a year.
- Deadline
- The filing lists an application period from January 1 through February 16; it does not specify a year.
- Contact
Application contact: Emily Carney L-P Twp High School
Mailing address: 541 Chartres Street, La Salle, IL 61301
Phone: (309) 662-4444
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert Alpert Irrevocable Trust funds
How this funder distributes its grants
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 77 grants of 77 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars in filing year 2025 went to recipients in Illinois. The listed recipients were in Peru, Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
How Robert Alpert Irrevocable Trust gives
- Giving grew 64% from 2022 to 2025. Method
- In 2025 it paid out 160% of 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 2025, annual grant giving ranged from $19K (2020) to $41K (2025). In 2025 it made 17 grants totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 17 grants to individuals Recipients not named | — | $41,452 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $474,358 | $39,737 | $49,852 | $41,452 | 17 | $45,696 | $35,581 | $28,502 |
| 2024 | $484,536 | $21,859 | $49,501 | $40,202 | 15 | $44,298 | $16,656 | $27,849 |
| 2023 | $512,109 | $41,668 | $42,307 | $35,202 | 14 | $38,682 | $38,043 | $26,219 |
| 2022 | $513,051 | $11,964 | $33,170 | $25,294 | 13 | $28,845 | $11,463 | $27,232 |
| 2021 | $534,209 | $60,691 | $42,944 | $34,814 | 18 | $38,733 | $56,787 | $29,317 |
| 2020 | $516,450 | $25,550 | $26,213 | $19,058 | 12 | — | $22,077 | $30,549 |
Under IRS private-foundation payout rules, Robert Alpert Irrevocable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2025 filing describes high school aid and college scholarships for L-P High School students going into an education-related field.
Grantmaking
In filing year 2025, the trust reported 17 grants totaling $41,452. Grant amounts ranged from $508 to $4,000, with a median of $4,000. The largest listed grants were $4,000 each to nine individual recipients, all for education expenses.
Leadership & Key People
Officers and directors from IRS filings
Robert Alpert Irrevocable Trust's only listed officer is Heartland Bank & Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Heartland Bank & Trust Company
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Heartland Bank & Trust Company (Trustee).
Frequently asked questions about Robert Alpert Irrevocable Trust
How much does Robert Alpert Irrevocable Trust give each year?
Robert Alpert Irrevocable Trust gave $41K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 15 grants.
What is Robert Alpert Irrevocable Trust's typical grant size?
Robert Alpert Irrevocable Trust's median grant in 2025 was $4,000, and its average grant was $2,438, across 17 grants on its 2025 IRS Form 990-PF.
Where does Robert Alpert Irrevocable Trust give grants?
Robert Alpert Irrevocable Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Robert Alpert Irrevocable Trust give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Robert Alpert Irrevocable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education expenses" (17 grants).
How large is Robert Alpert Irrevocable Trust?
Robert Alpert Irrevocable Trust reported $474K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
What does Robert Alpert Irrevocable Trust fund?
No mission statement is provided. The 2025 filing describes high school aid and college scholarships for L-P High School students going into an education-related field. See mission & focus areas ↑
How do I apply for a grant from Robert Alpert Irrevocable Trust?
The filing directs applicants to obtain an application form from the L-P THS Counseling Office and submit it with an essay. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert Alpert Irrevocable Trust's EIN?
Robert Alpert Irrevocable Trust's EIN (Employer Identification Number) is 46-7321538. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 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 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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