ETZ CHAIM FUND: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ETZ CHAIM FUND (EIN 22-3888088)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201801289349100820
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T11:19:39-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-08 | 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 | 2018-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,159 | 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 | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106 | 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 | $12,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $777 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,159 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,159 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $126,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,159 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $126,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $113,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,411 | ExcessRevenueOverExpensesAmt |
| Subtotal | $113,159 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $113,159 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $130,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.090450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.071392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $150,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.066622 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,280 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.054904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $169,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.059014 | DistributionYr5Rt |
| Total Distribution | 000.342382 | TotalDistributionRt |
| Average Distribution | 000.068476 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $12,000 | Expenses1Amt |
| Description2 | Assist with medical bills (4 organizations served) | Description2Txt |
| Expenses2 | $640 | 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 | $119,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,864 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $119,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $5,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,517 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,517 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,517 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,901 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,391 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,517 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,616 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,007 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,391 | ExcessFromYear1Amt |
| Excess From Current Year | $7,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 | $10,000 |
| MAIMONIDES EDUCATIONAL CENTER | ||||||
| 2174 HEWLETT AVE | MERRICK | NY | 11566 | PC | SCHOLARSHIP | $1,500 |
| EDUCATIONAL INSTITUTE OHOLEI TORAH | ||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | SCHOLARSHIP | $500 |
| KEREN SIMCHAS CHOSON V'KALAH | ||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | PC | ASSIST YOUNG COUPLES | $100 |
| AHAVAS CHESED | ||||||
| 720 LEFFERTS AVENUE | BROOKLYN | NY | 11203 | PC | ASSIST WITH MEDICAL BILLS | $180 |
| YALDEI SHLUCHEI HAREBBE | ||||||
| 353 KINGSTON AVE | BROOKLYN | NY | 11213 | PC | ASSIST WITH MEDICAL BILLS | $180 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | ASSIST WITH MEDICAL BILLS | $100 |
| CHEVRA HATZALAH OF CROWN HEIGHTS | ||||||
| 383 KINGSTON AVENUE | BROOKLYN | NY | 11213 | PC | ASSIST WITH MEDICAL BILLS | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106 | 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 |
General Explanation Attachment GeneralExplanationAttachment
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 |
Comments