ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC (EIN 03-0521415)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2023-11-02
IRS object ID: 202333069349100143
Schema version: 2022v5.0
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	2023-11-02T13:13:05-04:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	113347359	PreparerFirmEIN

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	2022-07-01	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 CHARITABL	BusinessNameLine1Txt
Business Name Line2	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 - SUITE 2	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	112304119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MALKA GUT	PersonNm
Person Title	TREASURER & DIRECTOR	PersonTitleTxt
Phone	2125130024	PhoneNum
Signature	2023-10-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MALKA	PersonFirstNm
Person Last	GUT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	2023-11-02	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2022	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	$204,403	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
Dividends Rev And Expnss	$14,398	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$14,398	DividendsNetInvstIncmAmt
Total Rev And Expnss	$14,398	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,398	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,600	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$240	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$174	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,014	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$21,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$21,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$23,514	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$21,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$9,116	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,398	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$13,519	CashBOYAmt
Cash EOY	$4,403	CashEOYAmt
Cash EOYFMV	$4,403	CashEOYFMVAmt
Mortgage Loans BOY	$200,000	MortgageLoansBOYAmt
Mortgage Loans EOY	$200,000	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$200,000	MortgageLoansEOYFMVAmt
Total Assets BOY	$213,519	TotalAssetsBOYAmt
Total Assets EOY	$204,403	TotalAssetsEOYAmt
Total Assets EOYFMV	$204,403	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$213,519	CapitalStockBOYAmt
Capital Stock EOY	$204,403	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$213,519	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$204,403	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$213,519	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$204,403	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$213,519	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$9,116	ExcessRevenueOverExpensesAmt
Subtotal	$204,403	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$204,403	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$200	InvestmentIncomeExciseTaxAmt
Subtotal	$200	SubtotalAmt
Tax Based On Investment Income	$200	TaxBasedOnInvestmentIncomeAmt
Tax Due	$200	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
Individual With Books	LAWRENCE M REISMAN	IndividualWithBooksNm
Phone	2125130024	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1363 CONEY ISLAND AVENUE - 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	112304805	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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	GIFTS AND GRANTS TO DOMESTIC PUBLIC CHARITIES	Description1Txt
Expenses1	$21,500	Expenses1Amt

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	$4,380	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$204,380	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$204,380	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,066	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$201,314	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,066	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,066	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$200	TaxBasedOnInvestmentIncomeAmt
Total Tax	$200	TotalTaxAmt
Distributable Before Adj	$9,866	DistributableBeforeAdjAmt
Distributable Before Ded	$9,866	DistributableBeforeDedAmt
Distributable As Adjusted	$9,866	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$21,500	ExpensesAndContributionsAmt
Qualifying Distributions	$21,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$9,866	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$14,372	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$5,338	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$16,607	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$36,317	TotalExcessDistributionCyovAmt
Qualifying Distributions	$21,500	QualifyingDistributionsAmt
Applied To Current Year	$9,866	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$11,634	RemainingDistriFromCorpusAmt
Total Corpus	$47,951	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$14,372	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$33,579	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,338	ExcessFromYear4Amt
Excess From Year1	$16,607	ExcessFromYear1Amt
Excess From Current Year	$11,634	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CONG KEREN HAGMACH
2166 81ST STREET	BROOKLYN	NY	11214	NONE	PUBLIC CHARI	GENERAL FUND	$4,000
EIN OD MILVADO
402 EIGHTH STREET	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARI	GENERAL FUND	$3,000
KOLLEL B'NAI YESHIVOS
2402 AVENUE P	BROOKLYN	NY	11229	NONE	PUBLIC CHARI	GENERAL FUND	$10,000
YESHIVA GEDOLAH NER MESHULEM
2201 AVENUE L	BROOKLYN	NY	11210	NONE	PUB. CHARITY	GENERAL FUND	$2,000
YESHIVA KARLIN STOLIN
1818 54TH STREET	BROOKLYN	NY	11204	NONE	PUB. CHAR	GENERAL FUND	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$21,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$14,398	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$14,398	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$14,398	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	$1,600	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
NYS FILING FEE	$50
BANK SERVICE CHARGES	$124

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	IRS EXCISE TAX	CategoryTxt
Amt	$240	Amt

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