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Nonprofit · EIN 81-4633735

HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC

Tax-exempt · NEW HYDE PARK, NY 11042

Financials

$338K$54K2023$156K$180K2024$245K$190K2025
Revenue Expenses · by fiscal year end
Financials of HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$244,524$189,773$54,751$639,695$0$639,695
December 31, 2024990-PF$155,506$179,750-$24,244$571,634$0$571,634
December 31, 2023990-PF$338,120$53,650$284,470$585,693$0$585,693
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$198,927
Dividends
$6,531
Net gain from sales of assets
$39,066

Expenses

Grants and similar amounts paid
$186,803
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$187,778
Excise tax on investment income
$606

Balance sheet and other

Total assets, start of year
$571,634
Total assets, end of year
$639,695
Total liabilities, end of year
$0
Net assets, end of year
$639,695
Fair market value of assets
$762,856
Qualifying distributions
$187,778
Net investment income
$45,364

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
GERRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
PRESIDENT, DIRECTOR0.5$0
BROOKE ALPERT
450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028
SECRETARY, TREASURER, DIRE0.5$0
DAVID ALPERT
2366 ASTRAL DRIVE, LOS ANGELES, CA 90046
VICE PRESIDENT, DIRECTOR0.5$0
HENRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
EXECUTIVE VICE PRESIDENT0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
GERRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
PRESIDENT, DIRECTOR0.5$0
BROOKE ALPERT
450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028
SECRETARY, TREASURER, DIRE0.5$0
DAVID ALPERT
2366 ASTRAL DRIVE, LOS ANGELES, CA 90046
VICE PRESIDENT, DIRECTOR0.5$0
HENRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
EXECUTIVE VICE PRESIDENT0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
GERRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
PRESIDENT, DIRECTOR0.5$0
BROOKE ALPERT
450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028
SECRETARY, TREASURER, DIRE0.5$0
DAVID ALPERT
2366 ASTRAL DRIVE, LOS ANGELES, CA 90046
VICE PRESIDENT, DIRECTOR0.5$0
HENRY ALPERT
3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042
EXECUTIVE VICE PRESIDENT0.5$0

Address and contacts

Address (IRS master file)
3333 NEW HYDE PARK RD STE 201, NEW HYDE PARK, NY 11042-1205
In care of
% SPARTAN PETROLEUM
Signed the 990-PF
GERRY ALPERT, PRESIDENT
Phone
(516) 365-8700
Return prepared by
JOEL E SAMMET & CO 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-4633735
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$639,695
Income (IRS master file)
$377,845

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$244,524$189,773$639,695IRS
990-PFDecember 2024$155,506$179,750$571,634IRS
990-PFDecember 2023$338,120$53,650$585,693XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 81-4633735).

Questions about HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC

What is the EIN of HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC?
The employer identification number (EIN) of HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC is 81-4633735.
Is HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $244,524, expenses of $189,773 and total assets of $639,695 at year end.

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