The Volpert Foundation

Foundation · Grantmaker NEW YORK, NY EIN: 13-3802670

The Volpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $688K in total assets. In 2024, it awarded 2 grants totaling $1.5M. Net investment income was $698K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$688K

-19.4% YoY

Annual Giving

$1.5M

+5.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$737K

+5.8% YoY

Under IRS private-foundation payout rules, The Volpert Foundation reported a distributable amount of $259K for 2024 — the minimum it must pay out in qualifying distributions.

About The Volpert Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $5.9M (92%)

Massachusetts $486K (8%)

States

Massachusetts New York

Cities

BostonNew YorkSee AttachedSee Attached Statement

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$688,461	$854,158	$881,205
Revenue	$710,501	$714,556	$6,580,208
Expenses	$1,597,535	$1,418,253	$1,863,595
Qualifying Distributions	$1,571,162	$1,398,761	$1,839,593
Net Investment Income	$698,128	$705,064	$359,510
Distributable Amount	$258,945	$142,626	$127,086

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Statement ($879,445), See Attached Statement ($595,401).

Recipient	Purpose	Amount
SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT, NY	GENERAL SUPPORT	$879,445
SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT, NY	GENERAL PURPOSE	$595,401

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BARRY S VOLPERT	TRUSTEE	1	—
TERI C VOLPERT	TRUSTEE	1	—
MICHAEL L VOLPERT	TRUSTEE	1	—
STEVEN C VOLPERT	TRUSTEE	1	—
LAUREN G VOLPERT	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Volpert Foundation?

The Volpert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $688K in total assets as of 2024.

How large is The Volpert Foundation?

As of 2024, The Volpert Foundation holds $688K in total assets with $711K in annual revenue. It awarded 2 grants totaling $1.5M in 2024.

Where does The Volpert Foundation operate?

The Volpert Foundation has awarded grants in Massachusetts, New York.

What size grants does The Volpert Foundation award?

In 2024, The Volpert Foundation awarded 2 grants totaling $1.5M — an average of about $737K per grant, based on its IRS Form 990 filings.

How much is The Volpert Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Volpert Foundation reported a distributable amount of $259K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.