PROVIDENCE, RI
Warren Alpert Foundation
Quick Facts
- EIN
- 050426623
- Location
- PROVIDENCE, RI
- Category
- Community Development
- Total Assets
- $397.3M
- Annual Income
- $246.9M
- IRS Ruling Year
- 2019
About This Foundation
Warren Alpert Foundation is a private foundation based in PROVIDENCE, RI. The foundation received its IRS ruling in 2019. It holds total assets of $397.3M. Annual income is reported at $246.9M. The foundation operates in the area of community development.
View 990 FilingsFinancial Overview
Total Giving
$27.5M
2023+3%
Total Assets
$406.6M
2023-3%
Fair Market Value
$533.9M
2023
Net Worth
$399.7M
2023
Grants Paid
$22.9M
2023
Contributions
$0
2023
Net Investment Income
$16.9M
2023
Distribution Amount
$26.3M
2023
Total Giving by Year
$2.3M
11$17.6M
12$2.7M
13$5.3M
14$9.2M
15$21M
19$21.7M
20$27.7M
21$26.8M
22$27.5M
23Asset Growth
$194.4M
11$195M
12$194.3M
13$245.4M
14$387.7M
15$385.1M
19$397.7M
20$420.3M
21$419M
22$406.6M
23Investment Portfolio (2023)
Total: $307.1M
Corporate Stock: $261M
Government Obligations: $46.1M
Other Investments: $99M
Cash: $382K
Corporate Stock (64%)
Government Obligations (11%)
Other Investments (24%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$22.9M
Officer Compensation$1.6M
Interest$383K
Accounting Fees$182K
Occupancy$95K
Pension & Benefits$39K
Travel & Conferences$29K
Legal Fees$8K
Depreciation$7K
Printing & Publications$312
Revenue Sources (2023)
- Capital Gains (Net)
- $11.1M
- Dividends
- $6.5M
- Interest
- $11K
- Other Income
- $-496,453
Financial Details (2023)
- Total Revenue
- $17.1M
- Total Expenses
- $27.5M
- Exempt Purpose Expenses
- $25.6M
- Required Distribution
- $26.3M
- Undistributed Income
- $0
- Total Liabilities
- $7M
- Excise Tax
- $235K
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 |
Filings sourced from IRS e-file index. View all on ProPublica
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