The Alan and Li Colberg Family
The Alan and Li Colberg Family is a private foundation, based in New York, NY. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $5.1M in total assets. In 2025, it awarded 3 grants totaling $155K. Net investment income was $392K.
The Alan and Li Colberg Family at a glance
In short: The Alan and Li Colberg Family gave $155K across 3 grants in 2025 (avg $52K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $155,000
- +933.3% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $51,667
- +244.4% vs 2024
- Median grant
- $30,000
- Total assets
- $5,099,689
- +4.9% vs 2024
- Primary geography
- Massachusetts (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Alan and Li Colberg Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Fidelity Charitable Giving Account ($100K). Together the top 3 received $155K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Alan and Li Colberg Family gives
- In 2025 it paid out 56% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023 to 2025, annual grant giving ranged from $15K (2024) to $155K (2025). In 2025 it made 3 grants totaling $155K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Giving Account Boston, MA | Irrevocable Contribution | $100,000 |
| The Pennsylvania State University State College, PA | Research at PS Hershey Cancer Institute | $30,000 |
| Young Concert Artists New York, NY | Pianist Sponsorship | $25,000 |
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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 | $5,099,689 | $674,708 | $210,209 | $155,000 | 3 | $155,000 | $392,223 | $274,779 |
| 2024 | $4,859,688 | $3,643,342 | $64,067 | $15,000 | 1 | $15,000 | $1,567,168 | $131,926 |
| 2023 | $2,728,809 | $3,123,361 | $67,355 | $62,350 | 2 | $62,350 | $1,691,072 | $68,231 |
| 2022 | $496,818 | $1,229,951 | — | — | — | — | — | $7 |
Under IRS private-foundation payout rules, The Alan and Li Colberg Family reported a distributable amount of $275K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Alan and Li Colberg Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alan B. Colberg
Trustee
On filings since 2022
1 hr/week
No compensation reported
Li Hao Colberg
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 The Alan and Li Colberg Family
How much does The Alan and Li Colberg Family give each year?
The Alan and Li Colberg Family gave $155K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
What is The Alan and Li Colberg Family's typical grant size?
The Alan and Li Colberg Family's median grant in 2025 was $30,000, and its average grant was $51,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Alan and Li Colberg Family give grants?
The Alan and Li Colberg Family gives mostly in Massachusetts: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Pennsylvania (19%) and New York (16%).
Does The Alan and Li Colberg Family give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Alan and Li Colberg Family's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Alan and Li Colberg Family?
The Alan and Li Colberg Family reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $275K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Alan and Li Colberg Family's EIN?
The Alan and Li Colberg Family's EIN (Employer Identification Number) is 92-1404658. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2022–2024
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