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Robert & Marjorie Alpern Foundation

  • Cooperstown, NY
  • Tax-exempt since Nov. 1968
  • EIN: 38-6162747

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$39.7k (2024)

Expenses
$70.9k (2024)

Total Assets
$487k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,667
Expenses
$70,912
Net Income
-$31,245
Net Assets
$487,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $988
2.5%
Dividends $16,058
40.5%
Sales of Assets $22,621
57.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,925
87.3%
Compensation of Officers* $9,000
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $487,022
Total Liabilities $0
Net Assets $487,022
Compensation
Key Employees and Officers Compensation Other
Wayne Alpern (Co Trustee) $0 $0
Harlan Alpern (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,493
Expenses
$71,198
Net Income
-$45,705
Net Assets
$518,167
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $340
1.3%
Dividends $16,957
66.5%
Sales of Assets $8,196
32.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,720
86.7%
Compensation of Officers* $8,500
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $518,167
Total Liabilities $0
Net Assets $518,167
Compensation
Key Employees and Officers Compensation Other
Wayne Alpern (Co Trustee) $0 $0
Harlan Alpern (Co Trustee) $0 $0

Document Links

990-PF
Filed on Feb. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,331
Expenses
$112,827
Net Income
-$17,496
Net Assets
$563,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $99
0.1%
Dividends $12,237
12.8%
Sales of Assets $82,995
87.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $102,865
91.2%
Compensation of Officers* $11,000
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $563,872
Total Liabilities $0
Net Assets $563,872
Compensation
Key Employees and Officers Compensation Other
Harlan Alpern (Co Trustee) $6,000 $0
Wayne Alpern (Co Trustee) $5,000 $0

Document Links

990-PF
Filed on Feb. 19, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,956
Expenses
$133,109
Net Income
-$93,153
Net Assets
$581,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $14,638
36.6%
Sales of Assets $25,313
63.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,300
94.9%
Compensation of Officers* $7,000
5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $581,731
Total Liabilities $0
Net Assets $581,731
Compensation
Key Employees and Officers Compensation Other
Harlan Alpern (Co Trustee) $6,000 $0
Wayne Alpern (Co Trustee) $1,000 $0

Document Links

990-PF
Filed on April 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,088
Expenses
$108,481
Net Income
-$45,393
Net Assets
$675,505
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.0%
Dividends $15,149
24.0%
Sales of Assets $47,926
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,325
87.9%
Compensation of Officers* $17,500
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $675,506
Total Liabilities $1
Net Assets $675,505
Compensation
Key Employees and Officers Compensation Other
Wayne Alpern (Co Trustee) $11,500 $0
Harlan Alpern (Co Trustee) $6,000 $0

Document Links

990-PF
Filed on Feb. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,886
Expenses
$140,866
Net Income
-$55,980
Net Assets
$720,909
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $81
0.1%
Dividends $19,873
23.4%
Sales of Assets $64,932
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,723
94.9%
Compensation of Officers* $6,000
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $720,909
Total Liabilities $0
Net Assets $720,909

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,318
Expenses
$961,989
Net Income
-$899,671
Net Assets
$824,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,151
45.2%
Sales of Assets $34,167
54.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $935,935
97.3%
Compensation of Officers* $17,500
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $824,169
Total Liabilities $0
Net Assets $824,169

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$243,827
Expenses
$377,208
Net Income
-$133,381
Net Assets
$1,701,014
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,189
15.3%
Sales of Assets $206,638
84.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $351,969
93.3%
Compensation of Officers* $17,700
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,701,014
Total Liabilities $0
Net Assets $1,701,014

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,805
Expenses
$71,820
Net Income
$16,985
Net Assets
$1,834,395
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.0%
Dividends $69,526
78.3%
Sales of Assets $19,250
21.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,545
62.0%
Compensation of Officers* $20,900
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,834,395
Total Liabilities $0
Net Assets $1,834,395

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,997
Expenses
$77,290
Net Income
$9,707
Net Assets
$1,817,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $88
0.1%
Dividends $63,626
73.1%
Sales of Assets $23,283
26.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,670
65.6%
Compensation of Officers* $16,800
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,817,410
Total Liabilities $0
Net Assets $1,817,410

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,950
Expenses
$310,948
Net Income
-$189,998
Net Assets
$1,807,222
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70
0.1%
Dividends $73,585
60.8%
Sales of Assets $47,295
39.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $286,362
92.1%
Compensation of Officers* $9,550
3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,807,222
Total Liabilities $0
Net Assets $1,807,222

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Oct.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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