CRANSTON, RI
Grace K And Wesley S Alpert Charitable Foundation
Quick Facts
- EIN
- 456592383
- Location
- CRANSTON, RI
- Category
- Philanthropy & Grantmaking
- Total Assets
- $56.1M
- Annual Income
- $22.9M
- IRS Ruling Year
- 2012
About This Foundation
Grace K And Wesley S Alpert Charitable Foundation is a private foundation based in CRANSTON, RI. The foundation received its IRS ruling in 2012. It holds total assets of $56.1M. Annual income is reported at $22.9M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$3.1M
2023-3%
Total Assets
$53.7M
2023-3%
Fair Market Value
$65.8M
2023
Net Worth
$53.7M
2023
Grants Paid
$2.5M
2023
Contributions
$0
2023
Net Investment Income
$1.1M
2023
Distribution Amount
$3.1M
2023
Total Giving by Year
$2.1M
19$2.4M
20$2.3M
21$3.2M
22$3.1M
23Asset Growth
$59.7M
19$58M
20$59.4M
21$55.5M
22$53.7M
23Investment Portfolio (2023)
Total: $27.7M
Corporate Stock: $21M
Corporate Bonds: $67K
Government Obligations: $6.7M
Other Investments: $18.7M
Corporate Stock (45%)
Corporate Bonds (0%)
Government Obligations (14%)
Other Investments (40%)
Expense Breakdown (2023)
Grants Paid$2.5M
Officer Compensation$150K
Accounting Fees$33K
Revenue Sources (2023)
- Dividends
- $1.5M
- Interest
- $83K
- Capital Gains (Net)
- $-317,772
Financial Details (2023)
- Total Revenue
- $1.3M
- Total Expenses
- $3.1M
- Exempt Purpose Expenses
- $2.6M
- Required Distribution
- $3.1M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $15K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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