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ALEX GROSS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALEX GROSS FOUNDATION (EIN 82-1369900)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202133149349102058
Schema version
2020v4.0
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)
Return2021-11-10T11:34:46-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-10SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,702FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,988,270ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,988,270TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$8,428OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,428OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,428TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,428TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,949,796ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,949,796ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,958,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,958,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,046ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Nts And Loans Rcvbl$30,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$30,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$30,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Assets BOY$45,821OtherAssetsBOYAmt
Other Assets EOY$56,702OtherAssetsEOYAmt
Other Assets EOYFMV$56,702OtherAssetsEOYFMVAmt
Total Assets BOY$45,821TotalAssetsBOYAmt
Total Assets EOY$86,702TotalAssetsEOYAmt
Total Assets EOYFMV$86,702TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,818AccountsPayableBOYAmt
Accounts Payable EOY$28,653AccountsPayableEOYAmt
Total Liabilities BOY$17,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,653TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$28,003RetainedEarningBOYAmt
Retained Earning EOY$58,049RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,049TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,821TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,702TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,046ExcessRevenueOverExpensesAmt
Subtotal$58,049SubtotalAmt
Tot Net Ast Or Fund Balances EOY$58,049TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 1LAKEWOODNJ08701Trustee0.00$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$1,958,224Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$86,702FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,702TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$86,702AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,301CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,401NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,958,224ExpensesAndContributionsAmt
Qualifying Distributions$1,958,224QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,958,224AdjustedQualifyingDistriAmt

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
Year2$2,374Year2Amt
Year3$1,879Year3Amt
Total$4,253TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year2$2,018Year2Amt
Year3$1,597Year3Amt
Total$3,615TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,958,224CurrentYearAmt
Year1$1,242,494Year1Amt
Year2$753,924Year2Amt
Year3$193,454Year3Amt
Total$4,148,096TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,958,224CurrentYearAmt
Year1$1,242,494Year1Amt
Year2$753,924Year2Amt
Year3$193,454Year3Amt
Total$4,148,096TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Year2$751,550Year2Amt
Year3$191,575Year3Amt
Total$943,125TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Year2$751,550Year2Amt
Year3$191,575Year3Amt
Total$943,125TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHALVA HIGH SCHOOL
1980 SWARTHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$465,476
VARIOUS CHARITIES
NEW YORKNEW YORKNY10001NONEEXEMPTCHARITABLE$919,314
BIKUR CHOLIM OF LAKEWOOD INC
93 PROSPECT STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$49,000
BNOS YAAKOV
2 KENT ROADLAKEWOODNJ08701NONEEXEMPTCHARITABLE$50,500
KEREN ORAH
1428 BELLINGER STREETLAKEWOODNJ08701NONEEXEMPTCHARITABLE$61,611
KROVEI LEV
1980 SWATHMORE AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$74,200
YESHIVA YESODEI HATORAH
2 YESODEI COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$25,000
GENERATIONS FOR LIFE
19 KINGS COURTLAKEWOODNJ08701NONEEXEMPTCHARITABLE$63,750
TOMCHEI TORAH B'ERETZ YISRAEL
PO BOX 17MONSEYNY10952NONEEXEMPTCHARITABLE$46,500
MOSDOS KRULA
799 KENT AVEBROOKLYNNY11205NONEEXEMPTCHARITABLE$141,000
THE TZUR FOUBNDATION
418 CLIFTON AVElakewoodNJ08701NONEEXEMPTCHARITABLE$31,445
AHAVAS TZEDAKAH
816 FOREST AVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$22,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,949,796TotalGrantOrContriPdDurYrAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LAKEWOOD CANDIES LLC
11980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$1,931,070Yes (X)
CSG IMPORTS
21980 SWARTHMORE AVENUE UNIT 3LAKEWOODNJ08701$48,500Yes (X)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$45,821BOYBookValueAmt
EOY Book Value$56,702EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
application fee$600$600
BANK CHARGES$3,622$3,622
FILING FEE$55$55
OFFICE EXPENSE$4,151$4,151