ETZ CHAIM FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: ETZ CHAIM FUND (EIN 22-3888088)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2023-05-16
IRS object ID: 202341369349101359
Schema version: 2021v4.2
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-16T03:16:19-00:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	112444295	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ABRAHAM D GREISMAN CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1371 CARROLL STREET	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112134449	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223888088	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ETZ CHAIM FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Sholom Hodakov	InCareOfNm
Business Name Control	ETZC	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1449 UNION STREET	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11213	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHOLOM HODAKOV	PersonNm
Person Title	Secy Treas	PersonTitleTxt
Signature	2023-05-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHOLOM	PersonFirstNm
Person Last	HODAKOV	PersonLastNm

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABRAHAM D GREISMAN	PreparerPersonNm
PTIN	P00576185	PTIN
Phone	7187733028	PhoneNum
Preparation	2023-05-16	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$76,631	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Interest On Sav Rev And Expnss	$28	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$28	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$28	TotalRevAndExpnssAmt
Total Net Invst Incm	$28	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$700	AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm	$700	AccountingFeesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss	$1	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$1	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$1	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$1	TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$701	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$701	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,301	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$701	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$4,601	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,273	ExcessRevenueOverExpensesAmt
Net Investment Income	$27	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,250	CashBOYAmt
Cash EOY	$6,949	CashEOYAmt
Cash EOYFMV	$6,949	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$74,654	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$69,682	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$69,682	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$81,904	TotalAssetsBOYAmt
Total Assets EOY	$76,631	TotalAssetsEOYAmt
Total Assets EOYFMV	$76,631	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$81,904	RetainedEarningBOYAmt
Retained Earning EOY	$76,631	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$81,904	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$76,631	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$81,904	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$76,631	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$81,904	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,273	ExcessRevenueOverExpensesAmt
Subtotal	$76,631	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$76,631	TotNetAstOrFundBalancesEOYAmt

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
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
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
Individual With Books	S HODAKOV	IndividualWithBooksNm
Phone	7187565329	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1449 UNION STREET	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11213	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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
SCHOLOM GANSBURG
770 EASTERN PARKWAY NO2	BKLYN	NY	11213	PRESIDENT	000.00	$0
DINA SABOL
515 CROWN STREET	BKLYN	NY	11213	VICE PRESIDENT	000.00	$0
SHOLOM HODAKOV
1449 UNION ST	BROOKLYN	NY	11213	SECY, TREAS	000.00	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Grants to schools for scholarships 2 organizations served)	Description1Txt
Expenses1	$4,600	Expenses1Amt
Description2	Assist with medical bills (3 organizations served)	Description2Txt
Expenses2	$0	Expenses2Amt
Description3	Assist young Couples	Description3Txt
Expenses3	$0	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	None	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$79,268	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$79,268	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$79,268	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,189	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$78,079	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,904	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,904	MinimumInvestmentReturnAmt
Distributable Before Adj	$3,904	DistributableBeforeAdjAmt
Distributable Before Ded	$3,904	DistributableBeforeDedAmt
Distributable As Adjusted	$3,904	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,601	ExpensesAndContributionsAmt
Qualifying Distributions	$4,601	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,904	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$4,391	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$7,616	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,268	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,555	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,462	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$29,292	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,601	QualifyingDistributionsAmt
Applied To Current Year	$3,904	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$697	RemainingDistriFromCorpusAmt
Total Corpus	$29,989	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$4,391	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$25,598	ExcessDistriCyovToNextYrAmt
Excess From Year4	$7,616	ExcessFromYear4Amt
Excess From Year3	$6,268	ExcessFromYear3Amt
Excess From Year2	$7,555	ExcessFromYear2Amt
Excess From Year1	$3,462	ExcessFromYear1Amt
Excess From Current Year	$697	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Maimonides Educational Center
2174 Hewlitt Ave	Merrick	NY	11566	none	PC	scholarship	$1,000
International Online School
816 Eastern Parkway	Brooklyn	NY	11213	none	PC	scholarship	$3,600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,600	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$28	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$28	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28	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	A Greisman	CategoryTxt
Amt	$700	Amt
Adjusted Net Income	$700	AdjustedNetIncomeAmt

ETZ CHAIM FUND: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Taxes Schedule TaxesSchedule

Comments