Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WARREN ALPERT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)90 ELM STREET 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI02903
A Employer identification number

05-0426623
B Telephone number (see instructions)

(401) 383-1331
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$533,924,120J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,042 11,042  
4 Dividends and interest from securities... 6,513,784 8,087,407  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,071,109
b Gross sales price for all assets on line 6a 240,575,541
7 Capital gain net income (from Part IV, line 2)... 12,533,171
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-496,453 182,399  
12 Total. Add lines 1 through 11........ 17,099,482 20,814,019  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,612,191 141,745   1,470,446
14 Other employee salaries and wages...... 128,258 0   128,258
15 Pension plans, employee benefits....... 38,563 5,227   33,336
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,076 0   8,076
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
182,250 47,850   134,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
528,683 1,580,704   528,683
17 Interest............... 383,026 811,904   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,331,433 53,384   24,713
19 Depreciation (attach schedule) and depletion... 6,863 0  
20 Occupancy.............. 95,238 0   95,238
21 Travel, conferences, and meetings....... 28,787 2,879   25,908
22 Printing and publications.......... 312 0   312
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
294,647 1,293,819   294,645
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,638,327 3,937,512   2,744,015
25 Contributions, gifts, grants paid....... 22,893,636 22,893,636
26 Total expenses and disbursements. Add lines 24 and 25 27,531,963 3,937,512   25,637,651
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,432,481
b Net investment income (if negative, enter -0-) 16,876,507
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 261,713 381,960 381,960
2 Savings and temporary cash investments......... 602,614 143,435 143,435
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 58,239,297 Click to see attachment
List of Attached Documents:
// Content
46,101,016 		48,453,469
b Investments—corporate stock (attach schedule)....... 253,479,790 Click to see attachment
List of Attached Documents:
// Content
261,017,637 		337,063,750
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 106,351,684 Click to see attachment
List of Attached Documents:
// Content
98,961,086 		147,840,317
14 Land, buildings, and equipment: basis right arrow195,278
Less: accumulated depreciation (attach schedule) right arrow154,089 48,051 41,189 41,189
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 418,983,149 406,646,323 533,924,120
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 8,900,000 6,995,655
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 8,900,000 6,995,655
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 410,083,149 399,650,668
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 410,083,149 399,650,668
30 Total liabilities and net assets/fund balances (see instructions). 418,983,149 406,646,323
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
410,083,149
2
Enter amount from Part I, line 27a .....................
2
-10,432,481
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
399,650,668
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
399,650,668
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COMERICA CUSTODY ACCT P 2023-01-01 2023-12-31
b PARTNERSHIP FLOW-THROUGH - 1231 P 2023-01-01 2023-12-31
c PARTNERSHIP FLOW-THROUGH - ST P 2023-01-01 2023-12-31
d PARTNERSHIP FLOW-THROUGH - LT P 2023-01-01 2023-12-31
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 233,014,843   220,481,672 12,533,171
b 38,729   38,729 0
c 937,585   937,585 0
d 6,584,384   6,584,384 0
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       12,533,171
b       0
c       0
d       0
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,533,171
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 234,583
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 234,583
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 234,583
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 301,888
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 301,888
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 67,305
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow67,305 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, MA, NY, RI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWARRENALPERTFOUNDATION.ORG
14
The books are in care ofright arrowKIMBERLY A FRANCIS Telephone no.right arrow (401) 383-1331

Located atright arrow90 ELM STREETPROVIDENCERI ZIP+4right arrow02903
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
AUGUST R SCHIESSER EXEC DIRECTOR, PRESIDENT, & TREASURER
30.00 		333,741 23,057 0
90 ELM STREET 2
PROVIDENCE,RI02903
DAVID HIRSCH CHAIRMAN OF THE BOARD
9.00 		117,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
JEFFREY A WALKER SECRETARY/AUDIT CHAIR
4.00 		173,950 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
ROBERT H BROWN JR DIRECTOR/GRANT COMM CHAIR
4.00 		115,000 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
GREGORY W KANEB DIRECTOR/COMP & GOV CHAIR
4.00 		116,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
DANIEL F SCHMITT DIRECTOR/INVESTMENT CHAIR
4.00 		116,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
KEITH E BLANCHETTE DIRECTOR
1.50 		107,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
WENDY CHUNG DIRECTOR
1.50 		101,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
RONALD K MACHTLEY DIRECTOR
1.50 		101,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
JOSEPH B MARTIN DIRECTOR
1.50 		110,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
BARBARA J MCNEIL DIRECTOR
1.50 		107,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
FRED J SCHIFFMAN MD DIRECTOR
1.50 		110,500 0 0
90 ELM STREET 2
PROVIDENCE,RI02903
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
KIMBERLY A FRANCIS OFFICE MANAGER
37.50 		97,743 15,506 0
90 ELM STREET
PROVIDENCE,RI02903
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MORGAN STANLEY INVESTMENT ADVISORY 192,062
1300 THAMES STREET WHARF
BALTIMORE,MD21231
KPMG ACCOUNTING/TAX SERVICES 182,250
PO BOX 120511
DALLAS,TX75312
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
538,797,891
b
Average of monthly cash balances.......................
1b
761,406
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
539,559,297
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
539,559,297
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,093,389
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
531,465,908
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
26,573,295
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
26,573,295
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
234,583
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
234,583
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
26,338,712
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
26,338,712
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
26,338,712
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
25,637,651
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
25,637,651
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 26,338,712
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 1,418,390
e From 2022......  
f Total of lines 3a through e ........ 1,418,390
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 25,637,651
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 25,637,651
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 701,061 701,061
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 717,329
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		717,329
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 717,329
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE WARREN ALPERT FOUNDATION
90 ELM STREET - SUITE 2
PROVIDENCE,RI02903
(401) 383-1331
INFO@WARRENALPERTFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
RESEARCH GRANT APPLICATION, GENERAL GRANT APPLICATION, DISTINGUISHED SCHOLARS APPLICATION. ALL SHOULD INCLUDE TITLE, SUMMARY, PRINCIPAL INVESTIGATOR OR NAME OF ORGANIZATION, AMOUNT REQUESTED, BUDGET AND BACKGROUND. APART FROM THE WARREN ALPERT DISTINGUISHED SCHOLARS FELLOWSHIP AND THE WARREN ALPERT FOUNDATION PRIZE, THERE ARE NO SUBMISSION DEADLINES FOR GRANT AWARDS.
cAny submission deadlines:
11/1 FOR DISTINGUISHED SCHOLARS FELLOWSHIP. 11/1 FOR WARREN ALPERT FOUNDATION PRIZE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WITH THE EXCEPTION TO WADS PROGRAM, WHICH IS RESTRICTED TO US MEDICAL SCHOOLS, THERE ARE NO OTHER LIMITATIONS OR RESTRICTIONS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMHERST COLLEGE

PO BOX 5000 BLDG 228
AMHERST,MA010025000 		NONE PC DONATION - EDUCATION 20,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
BOSTON,MA02129 		NONE PC DONATION 15,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030 		NONE PC DONATION - EDUCATION -148,739

BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM

21 N PARK STREET SUITE 6401
MADISON,WI537151218 		NONE PC DONATION - EDUCATION -74,371

BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM

780 ALBANY STREET
BOSTON,MA02118 		NONE PC DONATION 35,000

BRANDEIS UNIVERSITY

415 SOUTH ST
WALTHAM,MA02453 		NONE PC DONATION - EDUCATION 200,000

BROWN UNIVERSITY

164 ANGELL STREET BOX 1877
PROVIDENCE,RI02912 		NONE PC DONATION - EDUCATION 9,716,727

BRYANT UNIVERSITY - UNIVERSITY ADVANCEMENT

ATTN DAVID WEGRZYN 1250 DOUGLAS
PIKE
SMITHFIELD,RI02917 		NONE PC DONATION - EDUCATION 15,000

CENTER FOR APPLIED BEHAVIORAL INSTITUTION

345 GREENWOOD ST
WORCESTER,MA01607 		NONE PC DONATION 25,000

CHELSEA JEWISH LIFECARE

165 CAPTAINS ROW
CHELSEA,MA02150 		NONE PC DONATION 25,000

CHILDRENS HOSPITAL CORPORATION

165 CAPTAINS ROW
CHELSEA,MA02150 		NONE PC DONATION 775,000

CLINIC FOR SPECIAL CHILDREN

535 BUNKER HILL RD
STRASBURG,PA17579 		NONE PC DONATION 25,000

COGGESHALL FARM MUSEUM INC

1 COLT DRIVE
BRISTOL,RI02809 		NONE PC DONATION 5,000

COLLEGE VISIONS

131 WASHINGTON ST SUITE 205
PROVIDENCE,RI02903 		NONE PC DONATION - EDUCATION 15,000

COMMUNITY PREPARATORY SCHOOL

135 PRAIRIE AVE
PROVIDENCE,RI02905 		NONE PC DONATION - EDUCATION 62,600

CROSS CATHOLIC OUTREACH

PO BOX 273908
BOCA RETON,FL334273908 		NONE PC DONATION 2,109

CROSSROADS RHODE ISLAND

160 BROAD ST
PROVIDENCE,RI029034028 		NONE PC DONATION 150,000
DAVID J LIPMAN


64 ASHFIELD RD
ATHERTON,CA94027 		NONE I PRIZE AWARD 500,000

ELDER SERVICES OF WORCESTER AREA INC

67 MILLBROOK STREET SUITE 100
WORCESTER,MA01606 		NONE PC DONATION 35,000

EMORY UNIVERSITY

1599 GLIFTON ROAD NE 4TH FL
ATLANTA,GA303224250 		NONE PC DONATION - EDUCATION 50,000

ETHOS

555 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE PC DONATION 35,000

FISHER COLLEGE

118 BEACON ST
BOSTON,MA20116 		NONE PC DONATION - EDUCATION 10,000

FOUR HEARTS FOUNDATION

106 CARNEGIE HARBOR DRIVE
PORTSMOUTH,RI02871 		NONE PC DONATION 3,000

FRAMINGHAM STATE COLLEGE

100 STATE STREET PO BOX 9101
FRAMINGHAM,MA017019101 		NONE PC DONATION - EDUCATION 5,000

FRIEDREICHS ATAXIA RESEARCH ALLIANCE (FARA)

14 SCARLETT WAY
CRANSTON,RI02921 		NONE PC DONATION 2,500

GLOBAL FOR GOOD FUND INC CYSTIC FIBROSIS & MULTIPLE SCLEROSIS FUND FOUNDAT

C/O GLOBAL PARTNERS LP ATTN ERIC
SLIFKA/EDWARD FANEUIL 800 S ST STE
WALTHAM,MA02454 		NONE PC DONATION 40,000

GORDON RESEARCH CONFERENCES

5586 POST ROAD GO2
EAST GREENWICH,RI02818 		NONE PC DONATION 25,000

HARBORING HEARTS HOUSING FOUNDATION

PO BOX 2674
NEW YORK,NY10163 		NONE PC DONATION 5,000

HOLY FAMILY HOME FOR MOTHERS & CHILDREN

979 BRANCH AVE
PROVIDENCE,RI02904 		NONE PC DONATION 35,000

HOPE HOSPICE & PALLIATIVE CARE RHODE ISLAND

1085 N MAIN STREET
PROVIDENCE,RI02904 		NONE PC DONATION 22,500

JEWISH ALLIANCE OF GREATER RI

401 ELMGROVE AVENUE
PROVIDENCE,RI02906 		NONE PC DONATION 37,500

JEWISH COMMUNITY DAY SCHOOL OF RI

85 TAFT AVE
PROVIDENCE,RI02906 		NONE PC DONATION - EDUCATION 130,000

JOHN CLARK RETIREMENT CENTER

600 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PC DONATION 24,432

JUNIOR ACHIEVEMENT OF RI

3205 POST RD 7549
WARWICK,RI02886 		NONE PC DONATION 85,000

MAE ORGANIZATION INC

1221 RESERVOIR AVE
CRANSTON,RI02920 		NONE PC DONATION 25,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

415 CROSSWAYS PARK DRIVE SUITE D
WOODBURY,NY11797 		NONE PC DONATION 500,000

MAYO CLINIC AZ

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC DONATION 10,000

MEALS ON WHEELS OF RI INC

70 BATH STREET
PROVIDENCE,RI02908 		NONE PC DONATION 35,000

MEDICAL UNIVERSITY OF SOUTH CAROLINA

171 ASHLEY AVE
CHARLESTON,SC29435 		NONE PC DONATION - EDUCATION 25,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY100656007 		NONE PC DONATION 973,060

METHODIST HOSPITAL RESEARCH INSTITUTE

PO BOX 4805
HOUSTON,TX772104805 		NONE PC DONATION 148,739

MIRIAM HOSPITAL LIFESPAN CANCER INSTITUTE

164 SUMMIT AVE
PROVIDENCE,RI02906 		NONE PC DONATION 15,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH ST NW
WASHINGTON,DC20001 		NONE PC DONATION 460,000

NATIONAL FEDERATION OF THE BLIND

200 EAST WELLS ST
BALTIMORE,MD21230 		NONE PC DONATION 100

OHIO STATE UNIVERSITY FOUNDATION

1960 KENNY ROAD
COLUMBUS,OH43210 		NONE PC DONATION - EDUCATION -8,556

PAN-MASSACHUSETTS CHALLENGE INC

225 CHAPMAN STREET
PROVIDENCE,RI02905 		NONE PC DONATION 500,000

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PC DONATION 35,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE FBO THE FAMILY VAN

PO BOX 415649
BOSTON,MA02241 		NONE PC DONATION - EDUCATION 30,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 415649
BOSTON,MA02241 		NONE PC DONATION - EDUCATION 3,784,836

PROVIDENCE PROMISE

TWO REGENCY PLAZA SUITE 12
PROVIDENCE,RI02903 		NONE PC DONATION 50,000

READ TO SUCCEED

6 WATER VALLEY ROAD
HOPE,RI02831 		NONE PC DONATION 35,000

RENSSELAER POLYTECHNIC INSTITUTE

PO BOX 3164
BOSTON,MA022413164 		NONE PC DONATION - EDUCATION 12,500

RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE PC DONATION 35,000

RHODE ISLAND FOUNDATION

ONE UNION STATION
PROVIDENCE,RI02903 		NONE PC DONATION 5,000

RHODE ISLAND PBS FOUNDATION

50 PARK LANE
PROVIDENCE,RI02907 		NONE PC DONATION 10,000

ROGERSON HOUSE

1 FLORENCE STREET
BOSTON,MA02131 		NONE PC DONATION 15,000

ROSALIND FRANKLIN SOCIETY

140 HUGUENOT STREET
NEW ROCHELLE,NY10801 		NONE PC DONATION 15,000

ROSIE'S PLACE

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PC DONATION 35,000

SAN MIGUEL SCHOOL

525 BRANCH AVE
PROVIDENCE,RI02904 		NONE PC DONATION - EDUCATION 20,000

SHERILL HOUSE INC

135 SOUTH HUNTINGTON AVE
BOSTON,MA02130 		NONE PC DONATION 24,998

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE ATTN DONATIONS
MEMPHIS,TN381051942 		NONE PC DONATION 5,000

STANFORD UNIVERSITY

PO BOX 884253
LOS ANGELES,CA900884253 		NONE PC DONATION - EDUCATION 300,000

STAR KIDS SCHOLARSHIP PROGRAM

PO BOX 6214
MIDDLETOWN,RI02842 		NONE PC DONATION 10,000

THE CARROLL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA02458 		NONE PC DONATION 10,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PC DONATION 35,000

THE MIRIAM HOSPITAL FOUNDATION

164 SUMMIT AVE
PROVIDENCE,RI02906 		NONE PC DONATION 15,000

THE NEW HAMPSHIRE FOOD BANK

700 EAST INDUSTRIAL PARK DRIVE
MANCHESTER,NH03109 		NONE PC DONATION 35,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA

9500 GILMAN DRIVE MC 0009
LA JOLLA,CA920930009 		NONE PC DONATION - EDUCATION 411,021

THE REGENTS OF THE UNIVERSITY OF MICHIGAN

9500 GILMAN DRIVE MC 0009
LA JOLLA,CA920930009 		NONE PC DONATION - EDUCATION 1,350,000

TOCKWOTTON ON THE WATERFRONT

500 WATERFRONT DRIVE
EAST PROVIDENCE,RI02914 		NONE PC DONATION 25,000

TRUSTEES OF BOSTON UNIVERSITY

PO BOX 28763
NEW YORK,NY100878763 		NONE PC DONATION - EDUCATION 200,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST
PHILADELPHIA,PA191046205 		NONE PC DONATION - EDUCATION 1,173,680

UNIVERSITY OF SOUTH FLORIDA RESEARCH FOUNDATION INC

3702 SPECTRUM BLVD STE 165
TAMPA,FL33612 		NONE PC DONATION - EDUCATION 200,000

UNIVERSITY OF WASHINGTON

4300 ROOSEVELT WAY NE STE 300
SEATTLE,WA98105 		NONE PC DONATION - EDUCATION 200,000

US NAVAL WAR COLLEGE FOUNDATION

686 CUSHING ROAD
NEWPORT,OH02841 		NONE PC DONATION - EDUCATION 25,000

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT065081873 		NONE PC DONATION - EDUCATION 200,000
Total .................................right arrow 3a 22,893,636
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 11,042  
4 Dividends and interest from securities .... 900001 132,220 14 8,087,407  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 182,399  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 80,604 14 12,533,171  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP FLOW THROUGH 		900001 -496,453      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -283,629 20,814,019 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
20,530,390
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 182,250 47,850   134,400

TY 2023 InvestmentsCorpStockSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 261,017,637 337,063,750

TY 2023 InvestmentsGovtObligationsSch
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
US Government Securities - End of Year Book Value:

46,101,016
US Government Securities - End of Year Fair Market Value:

48,453,469
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS AT COST 98,961,086 147,840,317

TY 2023 LegalFeesSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,076 0   8,076


TY 2023 OtherExpensesSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATIONS EXPENSE 7,817 0   7,817
DUES AND SUBSCRIPTIONS 3,209 0   3,209
INSURANCE - CYBER 11,086 0   11,086
INSURANCE - D&O 116,544 0   116,544
OFFICE AND GEN ADMIN 848 0   846
REPAIRS 2,145 0   2,145
GRANT ADMINISTRATION 17,500 0   17,500
PRIZE ADMINISTRATION 125,804 0   125,804
UTILITIES 9,694 0   9,694
INVESTMENT DEDUCTIONS 0 1,293,819   0


TY 2023 OtherIncomeSchedule2
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP FLOW-THROUGH - RENTAL LOSS   -303,275  
PARTNERSHIP FLOW-THROUGH - OTHER ORDINARY INCOME   485,674  
PARTNERSHIP FLOW THROUGH -496,453   -496,453


TY 2023 OtherProfessionalFeesSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 528,683 1,580,704   528,683


TY 2023 TaxesSchedule
Name:
WARREN ALPERT FOUNDATION
EIN:
05-0426623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 1,168,026 0   0
STATE EXCISE TAXES 30,100 0   0
PAYOLL TAXES 24,321 0   24,321
TAXES AND LICENSES 392 0   392
OTHER TAXES 0 53,384   0
PENALTIES AND SETTLEMENTS 108,594 0   0