The Helen D Rodbell - Alpert Family

NEW HYDE PARK, NY EIN: 81-4633735

The Helen D Rodbell - Alpert Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW HYDE PARK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $572K in total assets. In 2024, it awarded 7 grants totaling $178K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$572K

-2.4% YoY

Annual Giving

$178K

+243.0% YoY

Grant Count

7

-30.0% YoY

Avg Grant Size

$25K

+390.0% YoY

Under IRS private-foundation payout rules, The Helen D Rodbell - Alpert Family reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About The Helen D Rodbell - Alpert Family

Based on IRS filings

The Helen D Rodbell - Alpert Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW HYDE PARK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $572K in total assets. In 2024, it awarded 7 grants totaling $178K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BecketBrooklynChathamEasthamptonElmsfordJerichoLos AngelesNew YorkPhiladelphiaStaten IslandTuckahoeVenice

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$93K$186K$279K$372K20202021202220232024
Metric202420232022
Total Assets$571,634$585,693$301,223
Revenue$155,506$338,120$199,441
Expenses$179,750$53,650$167,750
Qualifying Distributions$178,925$52,825$166,925
Net Investment Income$24,340$4,495$1,116
Distributable Amount$29,264$18,651$14,916

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$89K$134K$178K4 grants20208 grants20214 grants202210 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

NEW YORK PRESBYTERIAN$90KJACOB'S PILLOW$53KPROJECT ANGEL FOOD$20KDANCERS RESPONDING TO AIDS$10KSTUDENT ADVOCACY$4KSTREB INC$1KTHE RICHARD J O'BRIEN FO…$1K

Grant Size Distribution

33 grants across all recorded years

29<$50K4$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 New York Presbyterian ($90,000), Jacob's Pillow ($52,500), Project Angel Food ($20,000).

RecipientPurposeAmount
DANCERS RESPONDING TO AIDS NEW YORK, NYGENERAL FUND$10,000
JACOB'S PILLOW BECKET, MAGENERAL FUND$52,500
NEW YORK PRESBYTERIAN NEW YORK, NYGENERAL FUND$90,000
STUDENT ADVOCACY ELMSFORD, NYGENERAL FUND$3,500
STREB INC BROOKLYN, NYGENERAL FUND$1,000
THE RICHARD J O'BRIEN FOUNDATION JERICHO, NYGENERAL FUND$1,000
PROJECT ANGEL FOOD LOS ANGELES, CAGENERAL FUND$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GERRY ALPERTPRESIDENT, DIRECTOR0.5
BROOKE ALPERTSECRETARY, TREASURER, DIRE0.5
DAVID ALPERTVICE PRESIDENT, DIRECTOR0.5
HENRY ALPERTEXECUTIVE VICE PRESIDENT0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Helen D Rodbell - Alpert Family?

The Helen D Rodbell - Alpert Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW HYDE PARK, NY. It holds $572K in total assets as of 2024.

How large is The Helen D Rodbell - Alpert Family?

As of 2024, The Helen D Rodbell - Alpert Family holds $572K in total assets with $156K in annual revenue. It awarded 7 grants totaling $178K in 2024.

Where does The Helen D Rodbell - Alpert Family operate?

The Helen D Rodbell - Alpert Family has awarded grants in California, Massachusetts, New York, Pennsylvania.

What size grants does The Helen D Rodbell - Alpert Family award?

In 2024, The Helen D Rodbell - Alpert Family awarded 7 grants totaling $178K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is The Helen D Rodbell - Alpert Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Helen D Rodbell - Alpert Family reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Helen D Rodbell - Alpert Family's EIN?

The Helen D Rodbell - Alpert Family's EIN (Employer Identification Number) is 81-4633735. 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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