ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC (EIN 03-0521415)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2024-07-28
IRS object ID: 202412109349100101
Schema version: 2023v5.0
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
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-28T12:03:44-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LAWRENCE M REISMAN	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1363 CONEY ISLAND AVE STE 2	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112304119	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030521415	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ZICHRON SHAUL VELIBA BAUM	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FUND INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ZICH	BusinessNameControlTxt
Phone	2125130024	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1363 CONEY ISLAND AVENUE - STE 2	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112194119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MALKA GUT	PersonNm
Person Title	TREASURER & DIRECTOR	PersonTitleTxt
Phone	2125130024	PhoneNum
Signature	2024-07-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAWRENCE M REISMAN	PreparerPersonNm
PTIN	P01261876	PTIN
Phone	2125130024	PhoneNum
Preparation	2024-07-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$222,560	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$20,157	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$20,157	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$20,157	TotalRevAndExpnssAmt
Total Net Invst Incm	$20,157	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,750	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$200	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$50	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,000	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$18,157	ExcessRevenueOverExpensesAmt
Net Investment Income	$20,157	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,403	CashBOYAmt
Cash EOY	$22,560	CashEOYAmt
Cash EOYFMV	$22,560	CashEOYFMVAmt
Mortgage Loans BOY	$200,000	MortgageLoansBOYAmt
Mortgage Loans EOY	$200,000	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$200,000	MortgageLoansEOYFMVAmt
Total Assets BOY	$204,403	TotalAssetsBOYAmt
Total Assets EOY	$222,560	TotalAssetsEOYAmt
Total Assets EOYFMV	$222,560	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$204,403	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$222,560	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$204,403	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$222,560	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$204,403	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$222,560	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$204,403	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$18,157	ExcessRevenueOverExpensesAmt
Subtotal	$222,560	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$222,560	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$280	InvestmentIncomeExciseTaxAmt
Subtotal	$280	SubtotalAmt
Tax Based On Investment Income	$280	TaxBasedOnInvestmentIncomeAmt
Tax Due	$280	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LAWRENCE M REISMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2125130024	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1363 CONEY ISLAND AVE STE 2	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112304119	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MORDECHAI GINSBERG
1225 EAST 13TH STREET	BROOKLYN	NY	11230	PRESIDENT &	0.01	$0	$0	$0
MALKA GUT
2127 83RD STREET	BROOKLYN	NY	112142511	TREASURER &	0.10	$0	$0	$0
LAWRENCE M REISMAN
1363 CONEY ISLAND AVENUE STE 2	BROOKLYN	NY	112304119	DIRECTOR	0.10	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$200,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,558	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$214,558	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$214,558	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,218	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$211,340	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,567	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,567	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$280	TaxBasedOnInvestmentIncomeAmt
Total Tax	$280	TotalTaxAmt
Distributable Before Adj	$10,287	DistributableBeforeAdjAmt
Distributable Before Ded	$10,287	DistributableBeforeDedAmt
Distributable As Adjusted	$10,287	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,287	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$5,338	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$16,607	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$11,634	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$33,579	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$10,287	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$10,287	ExcessDistributionCyovAppCYAmt
Total Corpus	$23,292	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$23,292	ExcessDistriCyovToNextYrAmt
Excess From Year2	$11,658	ExcessFromYear2Amt
Excess From Year1	$11,634	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$20,157	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$20,157	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$20,157	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	LAWRENCE M. REISMAN	CategoryTxt
Amt	$1,750	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
NYS FILING FEE	$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	IRS EXCISE TAX	CategoryTxt
Amt	$200	Amt

Comments