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Nonprofit · EIN 05-0426623

WARREN ALPERT FOUNDATION

Tax-exempt · PROVIDENCE, RI 02903

Financials

$17.1M$27.5M2023$21.4M$27.7M2024
Revenue Expenses · by fiscal year end
Financials of WARREN ALPERT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$21,372,293$27,736,923-$6,364,630$397,286,038$4,000,000$393,286,038
December 31, 2023990-PF$17,099,482$27,531,963-$10,432,481$406,646,323$6,995,655$399,650,668
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,000
Dividends
$6,301,501
Interest
$30,774
Net gain from sales of assets
$15,039,018

Expenses

Grants and similar amounts paid
$24,267,834
Compensation of officers, directors and key employees
$1,548,540
Salaries, compensation and benefits (total)
$148,024
Disbursements for charitable purposes
$26,623,856
Excise tax on investment income
$169,292

Balance sheet and other

Total assets, start of year
$406,646,323
Total assets, end of year
$397,286,038
Total liabilities, end of year
$4,000,000
Net assets, end of year
$393,286,038
Fair market value of assets
$546,206,283
Qualifying distributions
$26,623,856
Net investment income
$16,168,754

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
AUGUST R SCHIESSER
90 ELM STREET, PROVIDENCE, RI 02903
EXEC DIRECTOR, PRESIDENT, & TREASURER30$342,040$9,554
DAVID HIRSCH
90 ELM STREET, PROVIDENCE, RI 02903
CHAIRMAN OF THE BOARD9$134,500$0
JEFFREY A WALKER
90 ELM STREET, PROVIDENCE, RI 02903
SECRETARY/AUDIT CHAIR4.5$113,500$0
GREGORY W KANEB
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR/COMP & GOV CHAIR4.5$113,500$0
DANIEL F SCHMITT
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR/INVESTMENT CHAIR4.5$113,500$0
KIMBERLY A FRANCIS
90 ELM STREET, PROVIDENCE, RI 02903
OFFICE MANAGER
Highest-paid employee
37.5$109,562$0
ROBERT H BROWN JR
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR/GRANT COMM CHAIR4.5$109,000$0
KEITH E BLANCHETTE
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR3$104,500$0
JOSEPH B MARTIN
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR3$104,500$0
BARBARA J MCNEIL
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR3$104,500$0
FRED J SCHIFFMAN MD
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR4.5$104,500$0
WENDY CHUNG
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR3$103,000$0
RONALD K MACHTLEY
90 ELM STREET, PROVIDENCE, RI 02903
DIRECTOR3$101,500$0
990-PF for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
AUGUST R SCHIESSER
90 ELM STREET 2, PROVIDENCE, RI 02903
EXEC DIRECTOR, PRESIDENT, & TREASURER30$333,741$23,057
JEFFREY A WALKER
90 ELM STREET 2, PROVIDENCE, RI 02903
SECRETARY/AUDIT CHAIR4$173,950$0
DAVID HIRSCH
90 ELM STREET 2, PROVIDENCE, RI 02903
CHAIRMAN OF THE BOARD9$117,500$0
GREGORY W KANEB
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR/COMP & GOV CHAIR4$116,500$0
DANIEL F SCHMITT
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR/INVESTMENT CHAIR4$116,500$0
ROBERT H BROWN JR
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR/GRANT COMM CHAIR4$115,000$0
JOSEPH B MARTIN
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$110,500$0
FRED J SCHIFFMAN MD
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$110,500$0
KEITH E BLANCHETTE
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$107,500$0
BARBARA J MCNEIL
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$107,500$0
WENDY CHUNG
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$101,500$0
RONALD K MACHTLEY
90 ELM STREET 2, PROVIDENCE, RI 02903
DIRECTOR1.5$101,500$0
KIMBERLY A FRANCIS
90 ELM STREET, PROVIDENCE, RI 02903
OFFICE MANAGER
Highest-paid employee
37.5$97,743$15,506

Address and contacts

Address (IRS master file)
90 ELM ST STE 2, PROVIDENCE, RI 02903-4647
Signed the 990-PF
AUGUST SCHIESSER, DIRECTOR/EXECUTIVE DIRECTOR
Phone
(401) 383-1331
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-0426623
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$397,286,038
Income (IRS master file)
$246,915,922

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$21,372,293$27,736,923$397,286,038IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$17,099,482$27,531,963$406,646,323XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-0426623).

Questions about WARREN ALPERT FOUNDATION

What is the EIN of WARREN ALPERT FOUNDATION?
The employer identification number (EIN) of WARREN ALPERT FOUNDATION is 05-0426623.
Is WARREN ALPERT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to WARREN ALPERT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARREN ALPERT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WARREN ALPERT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WARREN ALPERT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WARREN ALPERT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 13 people; 13 received compensation from the organization, the highest $342,040 (AUGUST R SCHIESSER, EXEC DIRECTOR, PRESIDENT, & TREASURER).
How much revenue does WARREN ALPERT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,372,293, expenses of $27,736,923 and total assets of $397,286,038 at year end.

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