ETZ CHAIM FUND: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ETZ CHAIM FUND (EIN 22-3888088)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201631319349100213
Schema version
2015v2.1
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)
Return2016-05-10T10:08:09-00:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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
ZIP11213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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)
PersonSHOLOM HODAKOVPersonNm
Person TitleSECY TREASPersonTitleTxt
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM D GREISMANPreparerPersonNm
Phone7187733028PhoneNum
Preparation2016-05-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$138,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$124InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$124InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$124TotalRevAndExpnssAmt
Total Net Invst Incm$124TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$750AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
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$752TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$752TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$752TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,072TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$752TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,072TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,948ExcessRevenueOverExpensesAmt
Net Investment Income$122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$148,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$138,255SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$138,255SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$148,203TotalAssetsBOYAmt
Total Assets EOY$138,255TotalAssetsEOYAmt
Total Assets EOYFMV$138,255TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$148,203RetainedEarningBOYAmt
Retained Earning EOY$138,255RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$148,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$148,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$148,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,948ExcessRevenueOverExpensesAmt
Subtotal$138,255SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,255TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,051AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$150,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.066622DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$160,280NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.054904DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,020AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$169,789NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.059014DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$179,338NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.052415DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$187,825NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.038866DistributionYr5Rt
Total Distribution000.271821TotalDistributionRt
Average Distribution000.054364AverageDistributionRt

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 RqrYes (true)ComplyWithPublicInspRqrInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

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 5 organizations served)Description1Txt
Expenses1$8,960Expenses1Amt
Description2Assist with medical bills (2 organizations served)Description2Txt
Expenses2$360Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$143,229AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$143,229TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$143,229AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$141,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,054MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$7,052DistributableBeforeAdjAmt
Distributable Before Ded$7,052DistributableBeforeDedAmt
Distributable As Adjusted$7,052DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,072ExpensesAndContributionsAmt
Qualifying Distributions$10,072QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,072AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,052DistributableAsAdjustedAmt
Undistributed Income PY$3,907UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$6,417TotalForPriorYearsAmt
Qualifying Distributions$10,072QualifyingDistributionsAmt
Applied To Year1$3,907AppliedToYear1Amt
Applied To Current Year$6,165AppliedToCurrentYearAmt
Prior Year Undistributed Incm$6,417PriorYearUndistributedIncmAmt
Taxable1$6,417Taxable1Amt
Undistributed Income CY$887UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EDUCATIONAL INSTITUTE OHOLEI TORAH
667 EASTERN PARKWAYBROOKLYNNY11213SCHOLARSHIP$1,500
RABBINICAL COLLEGE OF AMERICA
226 SUSSEX AVENUEMORRISTOWNNJ07960SCHOLARSHIP$180
ASSOCIATED BETH RIVKA SCHOOLS
310 CROWN STREETBROOKLYNNY11225SCHOLARSHIP$7,000
MACHON CHANA
556 CROWN STREETBROOKLYNNY11213SCHOLARSHIP$100
YESHIVA OR ELCHONON
7215 WARING AVENUELOS ANGELESCA90046SCHOLARSHIP$180
CHEVRA HATZALAH
383 KINGSTON AVENUEBROOKLYNNY11213ASSIST WITH MEDICAL BILLS$180
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203ASSIST WITH MEDICAL BILLS$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,320TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$124ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$124TotalIncomeProducingActyAmt

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$750Amt
Adjusted Net Income$750AdjustedNetIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

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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