Alpert Family Foundation in Scottsdale, Arizona (AZ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Alpert Family Foundation | |
| Employer Identification Number (EIN) | 760421101 |
| Name of Organization | Alpert Family Foundation |
| Address | 12802 N Scottsdale Rd, Scottsdale, AZ 85254-5344 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - 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 |
Non-representatives - add comments:
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 |
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements 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 Value | Fair 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) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | S & G Foundation | PO BOX 860, Saratoga Spgs, NY 12866-0860 | NY | 1998-01 | $316,260,515 |
| 2 | The Walsh Foundation | 190 S Lasalle St Ste 1700, Chicago, IL 60603-3496 | IL | 1995-06 | $46,605,330 |
| 3 | Tasajillo Charitable Trust, Wyatt O S Jr Ttee | PO BOX 56223, Houston, TX 77256-6223 | TX | 1997-06 | $40,568,060 |
| 4 | William S And Ina Levine Foundation | 2201 E Camelback Rd Ste 650, Phoenix, AZ 85016-3457 | AZ | 1997-06 | $2,562,412 |
| 5 | Child Crisis Center Foundation | PO BOX 4114, Mesa, AZ 85211-4114 | AZ | 1998-01 | $1,411,544 |
| 6 | Lormar Foundation | 9501 E Aw Tillinghast Rd, Scottsdale, AZ 85262-2606 | AZ | 1997-03 | $701,243 |
| 7 | Trinity Foundation | 2402 N Usery Pass Rd, Mesa, AZ 85207-1501 | AZ | 1970-07 | $605,303 |
| 8 | Warmer Research Foundation Inc | 4425 W Flying Diamond Dr, Tucson, AZ 85742-9650 | AZ | 1992-11 | $344,549 |
| 9 | Chagrin Valley Charities Inc | 3800 E San Miguel Ave, Paradise Vly, AZ 85253-5027 | AZ | 1996-03 | $344,118 |
| 10 | James Christianman Foundation | 6741 N Placita Manzanita, Tucson, AZ 85718-1225 | AZ | 1997-08 | $319,747 |
| 11 | Elizabeth J Bowman Foundation | 8580 N Oracle Rd Ste 100, Oro Valley, AZ 85704 | AZ | 1997-10 | $204,439 |
| 12 | New Adventures Inc | 216 E Gurley St, Prescott, AZ 86301-3822 | AZ | 1994-05 | $110,607 |
| 13 | Joanie L Flatt Family Foundation | 2201 E Camelback Rd Ste 202, Phoenix, AZ 85016-3431 | AZ | 1996-07 | $100,434 |
| 14 | Molly And Joseph Herman Foundation | 22 W Birch Ave, Flagstaff, AZ 86001-4502 | AZ | 1995-06 | $91,705 |
| 15 | Alpert Family Foundation | 12802 N Scottsdale Rd, Scottsdale, AZ 85254-5344 | AZ | 1997-07 | $47,098 |
| 16 | Dalmatian Club Of America Foundation Inc | PO BOX 268, Cornville, AZ 86325-0268 | AZ | 1996-06 | $40,812 |
| 17 | Simonson Foundation | 5842 N 38th Pl, Paradise Vly, AZ 85253-5051 | AZ | 1997-10 | $14,752 |
| 18 | Warner Family Foundation | 4455 W Lindbergh Way, Chandler, AZ 85226-4731 | AZ | 1998-03 | $4,451 |
| 19 | U-Haul Scholarship Foundation | PO BOX 21517, Phoenix, AZ 85036-1517 | AZ | 1995-06 | $1 |
| 20 | Foundation For Blind Children Endowment Fund Inc | 1235 E Harmont Dr, Phoenix, AZ 85020-3864 | AZ | 1998-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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