ETZ CHAIM FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ETZ CHAIM FUND (EIN 22-3888088)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-11
IRS object ID
202031329349100213
Schema version
2019v5.1
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)
Return2020-05-11T11:34:11-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM D GREISMAN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11371 CARROLL STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112134449ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223888088EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ETZ CHAIM FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlETZCBusinessNameControlTxt
Phone7187565329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11449 UNION STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonS HODAKOVPersonNm
Person TitleSECY TREASPersonTitleTxt
Signature2020-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM D GREISMANPreparerPersonNm
Phone7187733028PhoneNum
Preparation2020-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$89,522FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$87InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$87InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$87TotalRevAndExpnssAmt
Total Net Invst Incm$87TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$700AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2TaxesNetInvstIncmAmt
Taxes Adj Net Incm$2TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$2TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$702TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$702TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$702TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,262TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$702TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,262TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,175ExcessRevenueOverExpensesAmt
Net Investment Income$85NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,194CashBOYAmt
Cash EOY$5,932CashEOYAmt
Cash EOYFMV$5,932CashEOYFMVAmt
Sav And Temp Cash Invst BOY$93,503SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,590SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$101,697TotalAssetsBOYAmt
Total Assets EOY$89,522TotalAssetsEOYAmt
Total Assets EOYFMV$89,522TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$101,697RetainedEarningBOYAmt
Retained Earning EOY$89,522RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$101,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$89,522TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$89,522TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,175ExcessRevenueOverExpensesAmt
Subtotal$89,522SubtotalAmt
Tot Net Ast Or Fund Balances EOY$89,522TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,557AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$105,817NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.109217DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$118,066NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.114487DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,797AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,426NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.090450DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,072AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$141,081NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.071392DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,051AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$150,867NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.066622DistributionYr5Rt
Total Distribution000000.452168TotalDistributionRt
Average Distribution000000.090434AverageDistributionRt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksS HODAKOVIndividualWithBooksNm
Phone7187565329PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11449 UNION STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11213ZIPCd
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
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
SCHOLOM GANSBURG
770 EASTERN PARKWAY NO2BKLYNNY11213PRESIDENT000.00$0
DINA SABOL
515 CROWN STREETBKLYNNY11213VICE PRESIDENT000.00$0
SHOLOM HODAKOV
1449 UNION STBROOKLYNNY11213SECY, TREAS000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Grants to schools for scholarships 3 organizations served)Description1Txt
Expenses1$11,200Expenses1Amt
Description2Assist with medical bills (2 organizations served)Description2Txt
Expenses2$360Expenses2Amt
Description3Assist young CouplesDescription3Txt
Expenses3$100Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,609TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$95,609AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,434CashDeemedCharitableAmt
Net Vl Noncharitable Assets$94,175NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,709MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,709MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$4,707DistributableBeforeAdjAmt
Distributable Before Ded$4,707DistributableBeforeDedAmt
Distributable As Adjusted$4,707DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,262ExpensesAndContributionsAmt
Qualifying Distributions$12,262QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,262AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,707DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$4,391ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,616ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,275TotalExcessDistributionCyovAmt
Qualifying Distributions$12,262QualifyingDistributionsAmt
Applied To Current Year$4,707AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,555RemainingDistriFromCorpusAmt
Total Corpus$25,830TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$25,830ExcessDistriCyovToNextYrAmt
Excess From Year3$4,391ExcessFromYear3Amt
Excess From Year2$7,616ExcessFromYear2Amt
Excess From Year1$6,268ExcessFromYear1Amt
Excess From Current Year$7,555ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATES BETH RIVKAH SCHOOLS
310 CROWN STREETBROOKLYNNY11225PCSCHOLARSHIP$10,000
MAIMONIDIES EDUCATIONAL CENTER
2174 HEWLETT AVEMERRICKNY11566PCSCHOLARSHIP$1,000
YESHIVA ACHEI TMIMIM PITTSBURGH
6401N FORBES AVEPITTSBURGHPA15217PCSCHOLARSHIP$100
KEREN SIMCHAS CHOSON VKALAH
712 MONTGOMERY STREETBROOKLYNNY11213PCASSIST YOUNG COUPLES$100
AHAVAS CHESED
720 LEFFERTS AVEBROOKLYNNY11203PCASSIST WITH MEDICAL BILLS$180
CHEVRA HATZOLOH OF CROWN HEIGHTS
383 KINGSTON AVEBROOKLYNNY11213PCASSIST WITH MEDICAL BILLS$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,560TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$87ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryA GreismanCategoryTxt
Amt$700Amt
Adjusted Net Income$700AdjustedNetIncomeAmt
Disbursements Charitable Prps$700DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on investment incomeCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt
Disbursements Charitable Prps$2DisbursementsCharitablePrpsAmt

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