Zusman Alpert Family Inc
Zusman Alpert Family Inc is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $649.
Zusman Alpert Family Inc at a glance
In short: Zusman Alpert Family Inc gave $10K across 2 grants in 2024 (avg $5K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $10,000
- -66.7% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $5,000
- -50.0% vs 2023
- Median grant
- $5,000
- Total assets
- $28,350
- +123.1% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Zusman Alpert Family Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was UJA- Federation of New York ($5K). Together the top 2 received $10K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Zusman Alpert Family Inc gives
- Giving fell 33% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2024, annual grant giving ranged from $10K (2022) to $40K (2020). In 2024 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UJA- Federation of New York New York, NY | General Operations | $5,000 |
| Yeshiva of South Shore Hewlett, NY | General Operations | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $28,350 | $25,649 | $10,008 | $10,000 | 2 | $10,000 | $649 | $938 |
| 2023 | $12,709 | $15,543 | $30,027 | $30,000 | 3 | $30,000 | $543 | $998 |
| 2022 | $27,193 | $25,133 | $10,732 | $10,000 | 1 | $10,000 | $133 | $1,061 |
| 2021 | $12,792 | $25,001 | $15,908 | $15,000 | 2 | $15,000 | $1 | $245 |
| 2020 | $3,699 | $5,039 | $40,131 | $40,000 | 2 | — | $5,039 | $344 |
Under IRS private-foundation payout rules, Zusman Alpert Family Inc reported a distributable amount of $938 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Zusman Alpert Family Inc is led by Charles Alpert, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charles Alpert
President
On filings since 2020
1 hr/week
No compensation reported
Ori Alpert
Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Zusman Alpert Family Inc
How much does Zusman Alpert Family Inc give each year?
Zusman Alpert Family Inc gave $10K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $30K across 3 grants.
How large is Zusman Alpert Family Inc?
Zusman Alpert Family Inc reported $28K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $938 (roughly 5% of its investment assets).
Where does Zusman Alpert Family Inc operate?
Zusman Alpert Family Inc has awarded grants in New Jersey, New York.
What is Zusman Alpert Family Inc's EIN?
Zusman Alpert Family Inc's EIN (Employer Identification Number) is 11-1876776. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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