REALEX CHARITABLE FUND INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
REALEX CHARITABLE FUND INC (EIN 31-1646865)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-02
IRS object ID
201301229349100335
Schema version
2012v2.1
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)
Timestamp2013-05-02T13:43:08-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133640380EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANHOLT GLASSMAN KLEIN KRAMERBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311646865EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1REALEX CHARITABLE FUND INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlREALNameControl
Phone2123171133Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O REALEX CAPTIAL CORP 444 MADISONAddressLine1
Address Line2AVE 18THAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHENRY GROSSName
TitlePRESIDENTTitle
Phone2123171133Phone
Date Signed2013-04-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJONATHAN KRAMERName
PTINP00072317PTIN
Phone2126449000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY220FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss214500ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss19InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm19InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses214519TotalRevenueAndExpenses
Total Net Investment Income19TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2079AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2079AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2079TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2079TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss217500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps217500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss219579TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2079TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps217500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5060ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY5280SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY220SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV220SavingsAndTempCashInvstEOYFMV
Total Assets BOY5280TotalAssetsBOY
Total Assets EOY220TotalAssetsEOY
Total Assets EOYFMV220TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY5280RetainedEarningsBOY
Retained Earnings EOY220RetainedEarningsEOY
Total Net Assets BOY5280TotalNetAssetsBOY
Total Net Assets EOY220TotalNetAssetsEOY
Total Liabilities Net Assets BOY5280TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY220TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5280TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5060ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal220Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY220TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1317000QualifyingDistributionsYear1
Noncharitable Assets Year123102NoncharitableAssetsYear1
Distribution Ratio Year113.721756DistributionRatioYear1
Qualifying Distributions Year2294000QualifyingDistributionsYear2
Noncharitable Assets Year246071NoncharitableAssetsYear2
Distribution Ratio Year26.381455DistributionRatioYear2
Qualifying Distributions Year3292000QualifyingDistributionsYear3
Noncharitable Assets Year340197NoncharitableAssetsYear3
Distribution Ratio Year37.264224DistributionRatioYear3
Qualifying Distributions Year4319764QualifyingDistributionsYear4
Noncharitable Assets Year48329NoncharitableAssetsYear4
Distribution Ratio Year438.391644DistributionRatioYear4
Qualifying Distributions Year5284199QualifyingDistributionsYear5
Noncharitable Assets Year56887NoncharitableAssetsYear5
Distribution Ratio Year541.266008DistributionRatioYear5
Total Distribution Ratio107.025087TotalDistributionRatio
Average Distribution Ratio21.405017AverageDistributionRatio
Net Noncharitable Assets6770NetNoncharitableAssets
Adjusted Noncharitable Assets144912AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One144912AdjNonchrtblAssetsAndOnePct
Qualifying Distributions217500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment56EstTaxPaymentsAndOverpayment
Total Credits And Payments56TotalCreditsAndPayments
Overpayment56Overpayment
Amount Credited To Next Year56AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG0Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSHANHOLT GLASSMAN KLEIN KRAMER COBooksInCareOfPersonName
Books In Care Of Phone Number2126449000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HENRY GROSS
C/O REALEX CHARITABLE FUND INC 444MADISON AVENEW YORKNY10022PRESIDENT0.00000
MARK GROSS
C/O REALEX CHARITABLE FUND INC444MADISON AVENEW YORKNY10022SECRETARY AND TREASURER0.00000
HELENE REISS
C/O REALEX CHARITABLE FUND INC 444MADISON AVENEW YORKNY10022VICE PRESIDENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances6873AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6873TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6873AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable103CashDeemedCharitable
Net Noncharitable Assets6770NetNoncharitableAssets
Minimum Investment Return339MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return339MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj339DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded339DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted339DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions217500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions217500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions217500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted339DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5283857ExcessDistriCarryoverYear5
Excess Distri Carryover Year4319350ExcessDistriCarryoverYear4
Excess Distri Carryover Year3289998ExcessDistriCarryoverYear3
Excess Distri Carryover Year2291700ExcessDistriCarryoverYear2
Excess Distri Carryover Year1315846ExcessDistriCarryoverYear1
Total Excess Distri Carryover1500751TotalExcessDistriCarryover
Qualifying Distributions217500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year339AppliedToCurrentYear
Remaining Distri From Corpus217161RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1717912TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5283857ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1434055ExcessDistriCyovToNextYear
Excess From Year4319350ExcessFromYear4
Excess From Year3289998ExcessFromYear3
Excess From Year2291700ExcessFromYear2
Excess From Year1315846ExcessFromYear1
Excess From Current Year217161ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHENRY GROSSContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1IMREI YOSHAR HIGH INSTITUTE OF TORA STUDIESBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O H FELDMAN 134-47 76TH AVENUEAddressLine1
CityFLUSHINGCity
StateNYState
ZIP Code11367ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatus
Purpose Of Grant Or ContributionCHARITABLE PURPOSEPurposeOfGrantOrContribution
Amount$217,500Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year217500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$19ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$19ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA19TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
(no name)
1HENRY GROSSC/O REALEX CAPITAL CORP444 MADISONNEW YORKNY10022144500X
THE REISS FOUNDATION
23543 BEDFORD AVENUEBROOKLYNNY1121070000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,079Amount
Net Investment Income2079NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementNOT REQUIRED BY THE STATE OF MARYLANDStatement

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