Nonprofit · EIN 95-4191227
THE HERB ALPERT FOUNDATION
Tax-exempt · SANTA MONICA, CA 90401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,280,917 | $9,969,074 | -$7,688,157 | $45,673,809 | $0 | $45,673,809 |
| December 31, 2023 | 990-PF | $52,766,904 | $11,220,710 | $41,546,194 | $53,372,891 | $10,925 | $53,361,966 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $174,433
- Dividends
- $2,109,585
- Interest
- $88
- Net gain from sales of assets
- -$3,189
Expenses
- Grants and similar amounts paid
- $7,487,350
- Compensation of officers, directors and key employees
- $625,000
- Salaries, compensation and benefits (total)
- $318,750
- Disbursements for charitable purposes
- $7,487,350
- Excise tax on investment income
- $28,477
Balance sheet and other
- Total assets, start of year
- $53,372,891
- Total assets, end of year
- $45,673,809
- Total liabilities, end of year
- $0
- Net assets, end of year
- $45,673,809
- Fair market value of assets
- $50,138,705
- Qualifying distributions
- $7,487,350
- Net investment income
- $2,109,673
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONA SEBASTIAN 1414 SIXTH ST, SANTA MONICA, CA 90401 | PRESIDENT | 40 | $625,000 |
| MATTHEW WILDER 1414 SIXTH ST, SANTA MONICA, CA 90401 | PROGRAM OFFICER Highest-paid employee | 40 | $192,083 |
| JENNIFER GARRATT 1414 SIXTH ST, SANTA MONICA, CA 90401 | EXECUTIVE ASST Highest-paid employee | 40 | $126,667 |
| HERB ALPERT 1414 SIXTH ST, SANTA MONICA, CA 90401 | CHAIRMAN | 0 | $0 |
| LANI HALL ALPERT 1414 SIXTH ST, SANTA MONICA, CA 90401 | VICE CHAIR. | 0 | $0 |
| PAUL FRIMMER 10100 SANTA MONICA BLVD STE 2200, LOS ANGELES, CA 90067 | DIRECTOR | 0 | $0 |
| IAN WIENER 1414 SIXTH ST, SANTA MONICA, CA 90401 | SECRETARY, CFO | 0 | $0 |
| ARNOLD SANTOS 1414 SIXTH ST, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY | 0 | $0 |
| ARIA ALPERT ADJANI 1414 SIXTH ST, SANTA MONICA, CA 90401 | VICE PRESIDENT | 0 | $0 |
| EDEN ALPERT 1414 SIXTH ST, SANTA MONICA, CA 90401 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONA SEBASTIAN 1414 SIXTH ST, SANTA MONICA, CA 90401 | PRESIDENT | 40 | $625,000 |
| MATTHEW WILDER 1414 SIXTH ST, SANTA MONICA, CA 90401 | PROGRAM OFFICER Highest-paid employee | 40 | $184,167 |
| JENNIFER GARRATT 1414 SIXTH ST, SANTA MONICA, CA 90401 | EXECUTIVE ASST Highest-paid employee | 40 | $79,091 |
| HERB ALPERT 1414 SIXTH ST, SANTA MONICA, CA 90401 | CHAIRMAN | 0 | $0 |
| LANI HALL ALPERT 1414 SIXTH ST, SANTA MONICA, CA 90401 | VICE CHAIR. | 0 | $0 |
| PAUL FRIMMER 10100 SANTA MONICA BLVD STE 2200, LOS ANGELES, CA 90067 | CFO | 0 | $0 |
| IAN WIENER 1414 SIXTH ST, SANTA MONICA, CA 90401 | SECRETARY | 0 | $0 |
| ARNOLD SANTOS 1414 SIXTH ST, SANTA MONICA, CA 90401 | ASSISTANT SECRETARY | 0 | $0 |
| ARIA ALPERT ADJANI 1414 SIXTH ST, SANTA MONICA, CA 90401 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1414 6TH ST, SANTA MONICA, CA 90401-2510
- Signed the 990-PF
- RONA SEBASTIAN, PRESIDENT
- Phone
- (818) 528-3545
- Website
- HERBALPERTFOUNDATION.ORG
- Return prepared by
- FRAZIN AND CO CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4191227 or by the name THE HERB ALPERT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 95-4191227
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $45,673,809
- Income (IRS master file)
- $2,284,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,280,917 | $9,969,074 | $45,673,809 | XML |
| 990-PF | December 2023 | $52,766,904 | $11,220,710 | $53,372,891 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-4191227).
Questions about THE HERB ALPERT FOUNDATION
- What is the EIN of THE HERB ALPERT FOUNDATION?
- The employer identification number (EIN) of THE HERB ALPERT FOUNDATION is 95-4191227.
- Is THE HERB ALPERT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to THE HERB ALPERT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HERB ALPERT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HERB 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 THE HERB 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 THE HERB ALPERT FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 3 received compensation from the organization, the highest $625,000 (RONA SEBASTIAN, PRESIDENT).
- How much revenue does THE HERB ALPERT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,280,917, expenses of $9,969,074 and total assets of $45,673,809 at year end.
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