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ALEX GROSS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALEX GROSS FOUNDATION (EIN 82-1369900)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-01
IRS object ID
202343059349101439
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-01T13:57:21-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 Spruce StreetAddressLine1Txt
CityCedarhurstCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11516ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821369900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALEX GROSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALEXBusinessNameControlTxt
Phone7325770311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11980 SWARTHMORE AVENUE UNIT 1AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAIM GROSSPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHAIMPersonFirstNm
Person LastGROSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph SchuckPreparerPersonNm
PTINP01440620PTIN
Phone2122211140PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$296,517FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,899,949ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,899,949TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$15,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$15,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50,981OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$50,981OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,398OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,398OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,379TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$68,379TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,730,415ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,730,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,798,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,798,794TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,155ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2,262CashEOYAmt
Other Nts And Loans Rcvbl$206,200OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$151,350OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$206,200OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$206,200OtherNtsAndLoansRcvblEOYFMVAmt
Other Assets BOY$70,162OtherAssetsBOYAmt
Other Assets EOY$90,317OtherAssetsEOYAmt
Other Assets EOYFMV$90,317OtherAssetsEOYFMVAmt
Total Assets BOY$221,512TotalAssetsBOYAmt
Total Assets EOY$298,779TotalAssetsEOYAmt
Total Assets EOYFMV$296,517TotalAssetsEOYFMVAmt
Grants Payable BOY$25,581GrantsPayableBOYAmt
Grants Payable EOY$1,693GrantsPayableEOYAmt
Total Liabilities BOY$25,581TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,693TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$195,931RetainedEarningBOYAmt
Retained Earning EOY$297,086RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$195,931TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$297,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$221,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$298,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$195,931TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,155ExcessRevenueOverExpensesAmt
Subtotal$297,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$297,086TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHAIM GROSSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7325770311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11980 SWARTHMORE AVENUE UNIT 1AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHAIM GROSS
1980 SWARTHMORE AVENUE UNIT 1LAKEWOODNJ08701Trustee0.05$0
SHANI GROSS
1980 SWARTHMORE AVENUE UNIT 1LAKEWOODNJ08701Trustee0.05$0
YERUCHEM BIDERMAN
1980 SWARTHMORE AVENUE UNIT 1LAKEWOODNJ08701Trustee0.05$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO SUPPORT NEEDY INDIVIDUALS & CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$1,749,182Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$296,517FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$296,517TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$296,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$292,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,603MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,798,794ExpensesAndContributionsAmt
Qualifying Distributions$1,798,794QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2019-06-26PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,798,794CurrentYearAmt
Year1$2,280,918Year1Amt
Year2$1,958,224Year2Amt
Year3$1,242,494Year3Amt
Total$7,280,430TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,798,794CurrentYearAmt
Year1$2,280,918Year1Amt
Year2$1,958,224Year2Amt
Year3$1,242,494Year3Amt
Total$7,280,430TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Current Year$1,899,949CurrentYearAmt
Total$1,899,949TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Current Year$1,899,949CurrentYearAmt
Total$1,899,949TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHALVA HIGH SCHOOL
1980 SWARTHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$116,000
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204NONEEXEMPTCHARITABLE$3,000
THE DONORS FUND
1777 AVE OF THE STATESLAKEWOODNJ08701NONEEXEMPTCHARITABLE$65,516
VARIOUS CHARITIES
lakewoodlakewoodNJ08701NONEEXEMPTCHARITABLE$1,218,857
BIKUR CHOLIM OF LAKEWOOD INC
93 PROSPECT STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$10,500
CONGREGATION ANSHEI FALLSBURG
6 YESHIVA LANEFALLSBURGNY12733NONEEXEMPTCHARITABLE$20,000
KROVEI LEV
1980 SWATHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$43,250
RELIEF RESOURCES
5904 13TH AVEBROOKLYNNY11219NONEEXEMPTCHARITABLE$3,400
GENERATIONS FOR LIFE
19 KINGS COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$77,221
TOMCHEI TORAH B'ERETZ YISRAEL
PO BOX 17MONSEYNY10952NONEEXEMPTCHARITABLE$6,000
THE TZUR FOUNDATION
418 CLIFTON AVElakewoodNJ08701NONEEXEMPTCHARITABLE$10,000
UNITE PROGRAMS
1571 ALAMITOS DRLAKEWOODNJ08701NONEEXEMPTCHARITABLE$2,000
CONG TORAH VCHESED
16 BUTTERMANMONSEYNY10952NONEEXEMPTCHARITABLE$30,000
KEREN HAIR
27 GRASSMERE STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$9,500
STAM GEMACH
3 HILLSIDE BLVDLAKEWOODNJ08701NONEEXEMPTCHARITABLE$32,171
OHR DEVORA
45 PAWNEE ROADLAKEWOODNJ08701NONEEXEMPTCHARITABLE$83,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,730,415TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LAKEWOOD CANDIES LLC
11980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$1,778,777Yes (X)
FOAMTEX
21745 US-9TOMS RIVERNJ08755$25,312Yes (X)
FELLOWSHIP WAREHOUSING LOGISTICS
37105 OLD 215 FRONTAGE ROADMORENO VALLEYCA92553$30,500Yes (X)
CHAIM GROSS
419 KINGS COURTLAKEWOODNJ08701$65,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$15,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$70,162BOYBookValueAmt
EOY Book Value$90,317EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$2,398RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$2,398DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNon-Profit ConsultantsCategoryTxt
Amt$50,981Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50,981DisbursementsCharitablePrpsAmt