ETZ CHAIM FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: ETZ CHAIM FUND (EIN 22-3888088)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-03-21
IRS object ID: 201940809349100309
Schema version: 2018v3.1
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
Form 990-PF
Accounting Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-03-21T03:56:11-00:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2018-01-01	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)
Business Name Control	ETZC	BusinessNameControlTxt
Phone	7187733028	PhoneNum

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	2019-03-21	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABRAHAM D GREISMAN	PreparerPersonNm
Phone	7187733028	PhoneNum
Preparation	2019-03-21	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.86.126.143	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-03-21	IPDt
IP Tm	19:39:28	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BB2A4EA92B886F02A8BF617E2C1BC033CFE6CE31	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BB2A4EA92B886F02A8BF617E2C1BC033CFE6CE31	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$101,697	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	$95	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$95	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$95	TotalRevAndExpnssAmt
Total Net Invst Incm	$95	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$775	AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm	$775	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$775	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$2	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$2	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$777	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$777	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$777	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,780	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$10,780	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$11,557	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$777	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$11,557	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$11,462	ExcessRevenueOverExpensesAmt
Net Investment Income	$93	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$8,194	CashEOYAmt
Cash EOYFMV	$8,194	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$113,159	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$93,503	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$93,503	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$113,159	TotalAssetsBOYAmt
Total Assets EOY	$101,697	TotalAssetsEOYAmt
Total Assets EOYFMV	$101,697	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$113,159	RetainedEarningBOYAmt
Retained Earning EOY	$101,697	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$113,159	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$101,697	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$113,159	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$101,697	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$113,159	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$11,462	ExcessRevenueOverExpensesAmt
Subtotal	$101,697	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$101,697	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	Yes (true)	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$13,517	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$118,066	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	000.114487	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$11,797	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$130,426	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	000.090450	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$10,072	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$141,081	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	000.071392	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$10,051	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$150,867	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	000.066622	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$8,800	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$160,280	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	000.054904	DistributionYr5Rt
Total Distribution	000.397855	TotalDistributionRt
Average Distribution	000.079571	AverageDistributionRt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2	InvestmentIncomeExciseTaxAmt
Subtotal	$2	SubtotalAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Tax Due	$2	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
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
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 3 organizations served)	Description1Txt
Expenses1	$10,100	Expenses1Amt
Description2	Assist with medical bills (2 organizations served)	Description2Txt
Expenses2	$580	Expenses2Amt
Description3	Assist young Couples	Description3Txt
Expenses3	$100	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	$107,428	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$107,428	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$107,428	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,611	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$105,817	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,291	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,291	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2	TotalTaxAmt
Distributable Before Adj	$5,289	DistributableBeforeAdjAmt
Distributable Before Ded	$5,289	DistributableBeforeDedAmt
Distributable As Adjusted	$5,289	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,557	ExpensesAndContributionsAmt
Qualifying Distributions	$11,557	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$11,557	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,289	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$4,391	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,616	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,007	TotalExcessDistributionCyovAmt
Qualifying Distributions	$11,557	QualifyingDistributionsAmt
Applied To Current Year	$5,289	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,268	RemainingDistriFromCorpusAmt
Total Corpus	$18,275	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$18,275	ExcessDistriCyovToNextYrAmt
Excess From Year2	$4,391	ExcessFromYear2Amt
Excess From Year1	$7,616	ExcessFromYear1Amt
Excess From Current Year	$6,268	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ASSOCIATED BETH RIVKAH SCHOOLS
310 CROWN STREET	BROOKLYN	NY	11225	PC	SCHOLARSHIP	$9,000
MAIMONIDES EDUCATIONAL CENTER
2174 HEWLETT AVE	MERRICK	NY	11566	PC	SCHOLARSHIP	$1,000
YESHIVA ACHEI TMIMIM PITTSBURGH
6401 FORBES AVE	PITTSBURGH	PA	15217	PC	SCHOLARSHIP	$100
KEREN SIMCHAS CHOSON V'KALAH
712 MONTGOMERY STRET	BROOKLYN	NY	11213	PC	ASSIST YOUNG COUPLES	$100
AHAVAS CHESED
720 LEFFERTS AVE	BROOKLYN	NY	11203	PC	ASSIST WITH MEDICAL BILLS	$480
YALDE SHLUCHEI HAREBBE
353 KINGSTON AVE	BROOKLYN	NY	11213	PC	ASSIST WITH MEDICAL BILLS	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,780	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$95	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$95	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$95	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	$775	Amt
Adjusted Net Income	$775	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$775	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Tax on investment income	CategoryTxt
Amt	$2	Amt
Net Investment Income	$2	NetInvestmentIncomeAmt
Adjusted Net Income	$2	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2	DisbursementsCharitablePrpsAmt

ETZ CHAIM FUND: Form 990PF, tax year 2018

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

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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

Taxes Detail TaxesDetail

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