Alpert Family Foundation in Scottsdale, Arizona (AZ)

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Alpert Family Foundation
Employer Identification Number (EIN)760421101
Name of OrganizationAlpert Family Foundation
Address12802 N Scottsdale Rd, Scottsdale, AZ 85254-5344
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date07/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period11/2013
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,914,487
Amount of Income$47,098
Form 990 Revenue Amount$40,671
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $47,098 (it was $164,232 in 2012)
This organization: 

 $47,098
Other organizations performing similar types of work: 

 $120,021

Assets in 2013: $1,914,487 (it was $1,983,570 in 2012)
This organization: 

 $1,914,487
Other organizations performing similar types of work: 

 $470,342

Expenses in 2012: $97,196
This organization: 

 $97,196
Other organizations performing similar types of work: 

 $61,754

Income to expenses ratio in 2012: 0.5
This organization: 

 0.5
Other organizations performing similar types of work: 

 2.0

Financial snapshot ($)

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$74,830$74,830$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$2,533
Dividends and interest from securities$506
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$71,791
Total expenses and disbursements$97,196$44,307$0$51,723
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$50,631$44,307$5,158
Contributions, gifts, grants paid$46,565
Excess of revenue over expenses and disbursements$-22,366
Net investment income$30,523
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$1,983,570$1,983,570
Cash - non-interest-bearing$3,181
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$783,938
Other$1,196,451
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,983,570
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$71,791
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$610
Total credits and payments$760
2012 estimated tax payments and 2011 overpayment credited to 2012$760
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$5
Tax due$0
Overpayment$145
Amount to be credited to 2013 estimated tax$145
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?Yes
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,357,715
Net value of noncharitable-use assets$2,322,340
Minimum investment return$116,117
Distributable Amount (for 2012)
Distributable amount$115,507
Undistributed Income (for 2012)
Distributable amount for 2012$115,507
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1S & G FoundationPO BOX 860, Saratoga Spgs, NY 12866-0860NY1998-01$316,260,515
2The Walsh Foundation190 S Lasalle St Ste 1700, Chicago, IL 60603-3496IL1995-06$46,605,330
3Tasajillo Charitable Trust, Wyatt O S Jr TteePO BOX 56223, Houston, TX 77256-6223TX1997-06$40,568,060
4William S And Ina Levine Foundation2201 E Camelback Rd Ste 650, Phoenix, AZ 85016-3457AZ1997-06$2,562,412
5Child Crisis Center FoundationPO BOX 4114, Mesa, AZ 85211-4114AZ1998-01$1,411,544
6Lormar Foundation9501 E Aw Tillinghast Rd, Scottsdale, AZ 85262-2606AZ1997-03$701,243
7Trinity Foundation2402 N Usery Pass Rd, Mesa, AZ 85207-1501AZ1970-07$605,303
8Warmer Research Foundation Inc4425 W Flying Diamond Dr, Tucson, AZ 85742-9650AZ1992-11$344,549
9Chagrin Valley Charities Inc3800 E San Miguel Ave, Paradise Vly, AZ 85253-5027AZ1996-03$344,118
10James Christianman Foundation6741 N Placita Manzanita, Tucson, AZ 85718-1225AZ1997-08$319,747
11Elizabeth J Bowman Foundation8580 N Oracle Rd Ste 100, Oro Valley, AZ 85704AZ1997-10$204,439
12New Adventures Inc216 E Gurley St, Prescott, AZ 86301-3822AZ1994-05$110,607
13Joanie L Flatt Family Foundation2201 E Camelback Rd Ste 202, Phoenix, AZ 85016-3431AZ1996-07$100,434
14Molly And Joseph Herman Foundation22 W Birch Ave, Flagstaff, AZ 86001-4502AZ1995-06$91,705
15Alpert Family Foundation12802 N Scottsdale Rd, Scottsdale, AZ 85254-5344AZ1997-07$47,098
16Dalmatian Club Of America Foundation IncPO BOX 268, Cornville, AZ 86325-0268AZ1996-06$40,812
17Simonson Foundation5842 N 38th Pl, Paradise Vly, AZ 85253-5051AZ1997-10$14,752
18Warner Family Foundation4455 W Lindbergh Way, Chandler, AZ 85226-4731AZ1998-03$4,451
19U-Haul Scholarship FoundationPO BOX 21517, Phoenix, AZ 85036-1517AZ1995-06$1
20Foundation For Blind Children Endowment Fund Inc1235 E Harmont Dr, Phoenix, AZ 85020-3864AZ1998-01$0
Number of organizations performing similar types of work
Alabama57
Arkansas13
Arizona25
California194
Colorado52
Connecticut33
District of Columbia19
Delaware17
Florida265
Georgia95
Hawaii12
Iowa17
Idaho7
Illinois126
Indiana58
Kansas19
Kentucky18
Louisiana33
Massachusetts75
Maryland77
Maine8
Michigan100
Minnesota45
Missouri17
Mississippi18
Montana7
North Carolina122
North Dakota2
Nebraska18
New Hampshire11
New Jersey112
New Mexico4
Nevada17
New York230
Ohio138
Oklahoma29
Oregon20
Pennsylvania166
Rhode Island22
South Carolina27
South Dakota2
Tennessee51
Texas160
Utah24
Virginia74
Vermont8
Washington23
Wisconsin52
West Virginia16
Wyoming7
International2
Total2,744

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