Nonprofit · EIN 81-4633735
HELEN D RODBELL-ALPERT FAMILY FOUNDATION INC
Tax-exempt · NEW HYDE PARK, NY 11042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $244,524 | $189,773 | $54,751 | $639,695 | $0 | $639,695 |
| December 31, 2024 | 990-PF | $155,506 | $179,750 | -$24,244 | $571,634 | $0 | $571,634 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| BROOKE ALPERT 450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028 | SECRETARY, TREASURER, DIRE | 0.5 | $0 |
| DAVID ALPERT 2366 ASTRAL DRIVE, LOS ANGELES, CA 90046 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| HENRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | EXECUTIVE VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| BROOKE ALPERT 450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028 | SECRETARY, TREASURER, DIRE | 0.5 | $0 |
| DAVID ALPERT 2366 ASTRAL DRIVE, LOS ANGELES, CA 90046 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| HENRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | EXECUTIVE VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| BROOKE ALPERT 450 EAST 83RD STREET APT 22B, NEW YORK, NY 10028 | SECRETARY, TREASURER, DIRE | 0.5 | $0 |
| DAVID ALPERT 2366 ASTRAL DRIVE, LOS ANGELES, CA 90046 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| HENRY ALPERT 3333 NEW HYDE PARK ROAD SUITE 201, NEW HYDE PARK, NY 11042 | EXECUTIVE VICE PRESIDENT | 0.5 | $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $639,695
- Income (IRS master file)
- $377,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $244,524 | $189,773 | $639,695 | IRS |
| 990-PF | December 2024 | $155,506 | $179,750 | $571,634 | IRS |
| 990-PF | December 2023 | $338,120 | $53,650 | $585,693 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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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