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ALEX GROSS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALEX GROSS FOUNDATION (EIN 82-1369900)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-21
IRS object ID
202222029349101512
Schema version
2021v4.0
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)
Return2022-07-21T11:19:35-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133558774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-07-21SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$221,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,418,800ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$2,418,800TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,063AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,063AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$7,599OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,599OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,662TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,662TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,270,256ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,270,256ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,280,918TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,280,918TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$137,882ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Nts And Loans Rcvbl$151,350OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$30,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$151,350OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$151,350OtherNtsAndLoansRcvblEOYFMVAmt
Other Assets BOY$56,702OtherAssetsBOYAmt
Other Assets EOY$70,162OtherAssetsEOYAmt
Other Assets EOYFMV$70,162OtherAssetsEOYFMVAmt
Total Assets BOY$86,702TotalAssetsBOYAmt
Total Assets EOY$221,512TotalAssetsEOYAmt
Total Assets EOYFMV$221,512TotalAssetsEOYFMVAmt
Accounts Payable BOY$28,653AccountsPayableBOYAmt
Grants Payable EOY$25,581GrantsPayableEOYAmt
Total Liabilities BOY$28,653TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,581TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$58,049RetainedEarningBOYAmt
Retained Earning EOY$195,931RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,049TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$195,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,702TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$221,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,049TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$137,882ExcessRevenueOverExpensesAmt
Subtotal$195,931SubtotalAmt
Tot Net Ast Or Fund Balances EOY$195,931TotNetAstOrFundBalancesEOYAmt

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 OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
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 1LAKEWOODNJ08701Trustee0.00$0
SHANI GROSS
1980 SWARTHMORE AVENUE UNIT 1LAKEWOODNJ08701Trustee0.00$0
YERUCHEM BIDERMAN
1980 SWARTHMORE AVENUE UNIT 1LAKEWOODNJ08701Trustee0.00$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$2,270,255Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$221,512FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$235,302TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$235,302AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$231,772NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,589MinimumInvestmentReturnAmt

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$2,280,918ExpensesAndContributionsAmt
Qualifying Distributions$2,280,918QualifyingDistributionsAmt

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
Year3$2,374Year3Amt
Total$2,374TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year3$2,018Year3Amt
Total$2,018TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$2,280,918CurrentYearAmt
Year1$1,958,224Year1Amt
Year2$1,242,494Year2Amt
Year3$753,924Year3Amt
Total$6,235,560TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$2,280,918CurrentYearAmt
Year1$1,958,224Year1Amt
Year2$1,242,494Year2Amt
Year3$753,924Year3Amt
Total$6,235,560TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Year3$751,550Year3Amt
Total$751,550TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Year3$751,550Year3Amt
Total$751,550TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHALVA HIGH SCHOOL
1980 SWARTHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$436,700
THE DONORS FUND
1777 AVE OF THE STATESLAKEWOODNJ08701NONEEXEMPTCHARITABLE$23,000
VARIOUS CHARITIES
lakewoodlakewoodNJ08701NONEEXEMPTCHARITABLE$1,313,631
BIKUR CHOLIM OF LAKEWOOD INC
93 PROSPECT STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$30,800
CONGREGATION ANSHEI FALLSBURG
6 YESHIVA LANEFALLSBURGNY12733NONEEXEMPTCHARITABLE$25,000
KROVEI LEV
1980 SWATHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$72,003
GENERATIONS FOR LIFE
19 KINGS COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$107,050
TOMCHEI TORAH B'ERETZ YISRAEL
PO BOX 17MONSEYNY10952NONEEXEMPTCHARITABLE$30,000
THE TZUR FOUNDATION
418 CLIFTON AVElakewoodNJ08701NONEEXEMPTCHARITABLE$24,250
KANFEI FAIGA
36 AIRPORT RDLAKEWOODNJ08701NONEEXEMPTCHARITABLE$25,050
MACZIKEI YISROEL INC
170 WHITE STLAKEWOODNJ08701NONEEXEMPTCHARITABLE$39,072
CHASDEI MOSHE
1269 51ST STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$23,400
UNITE PROGRAMS
1571 ALAMITOS DRLAKEWOODNJ08701NONEEXEMPTCHARITABLE$23,000
NEEMAS BAIS YAAKOV INC
619 W COUNTY LINE ROADLAKEWOODNJ08701NONEEXEMPTCHARITABLE$21,800
CONG TORAH VCHESED
16 BUTTERMANMONSEYNY10952NONEEXEMPTCHARITABLE$20,000
KEREN HAIR
27 GRASSMERE STREETLAKEWOODNJ08701EXEMPTCHARITABLE$34,300
STAM GEMACH
3 HILLSIDE BLVDLAKEWOODNJ08701EXEMPTCHARITABLE$21,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,270,256TotalGrantOrContriPdDurYrAmt

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$2,001,400Yes (X)
CSG IMPORTS
21980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$101,500Yes (X)
CSG EXPORTS
31980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$195,100Yes (X)
CGSR
41980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$50,300Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feeCategoryTxt
Amt$3,063Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,063DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$56,702BOYBookValueAmt
EOY Book Value$70,162EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$7,470$7,470
OFFICE EXPENSE$129$129