ETZ CHAIM FUND: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ETZ CHAIM FUND (EIN 22-3888088)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-23
IRS object ID
201501139349100705
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-23T12:20:50-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 TitleOFFICERPersonTitleTxt
Signature2015-04-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM D GREISMANPreparerPersonNm
Phone7187733028PhoneNum
Preparation2015-04-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$148,203FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$129InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$129InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$129InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129TotalRevAndExpnssAmt
Total Net Invst Incm$129TotalNetInvstIncmAmt
Total Adj Net Incm$129TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$725AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$725AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$725AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6TaxesNetInvstIncmAmt
Taxes Adj Net Incm$6TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$6TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$731TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$731TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$731TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,051TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$731TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,922ExcessRevenueOverExpensesAmt
Net Investment Income$123NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$158,125SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$148,203SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$148,203SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$158,125TotalAssetsBOYAmt
Total Assets EOY$148,203TotalAssetsEOYAmt
Total Assets EOYFMV$148,203TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$158,125RetainedEarningBOYAmt
Retained Earning EOY$148,203RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$158,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$148,203TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$158,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$148,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$158,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,922ExcessRevenueOverExpensesAmt
Subtotal$148,203SubtotalAmt
Tot Net Ast Or Fund Balances EOY$148,203TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$160,280NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.054904DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,020AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$169,789NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.059014DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$179,338NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.052415DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$187,825NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.038866DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,420AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$191,686NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.012625DistributionYr5Rt
Total Distribution000.217824TotalDistributionRt
Average Distribution000.043565AverageDistributionRt

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 PARKWAYBKLYNNY11213PRESIDENT000.00$0
BEREL ALENICK
1055 ST JOHNS PLACE 2-0BKLYNNY11213VICE 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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$153,164AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,164TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$153,164AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,297CashDeemedCharitableAmt
Net Vl Noncharitable Assets$150,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$7,541DistributableBeforeAdjAmt
Distributable Before Ded$7,541DistributableBeforeDedAmt
Distributable As Adjusted$7,541DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,051ExpensesAndContributionsAmt
Qualifying Distributions$10,051QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,051AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,541DistributableAsAdjustedAmt
Undistributed Income PY$6,417UndistributedIncomePYAmt
Qualifying Distributions$10,051QualifyingDistributionsAmt
Applied To Year1$6,417AppliedToYear1Amt
Applied To Current Year$3,634AppliedToCurrentYearAmt
Undistributed Income CY$3,907UndistributedIncomeCYAmt

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
CHEVRA HATZALAH
383 KINGSTON AVENUEBROOKLYNNY11213ASSIST WITH MEDICAL BILLS$180
YESHIVA OR ELCHONON
7215 WARING AVENUELOS ANGELESCA90046SCHOLARSHIP$180
MACHON CHANA
556 CROWN STREETBROOKLYNNY11213SCHOLARSHIP$100
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203ASSIST WITH MEDICAL BILLS$180
ASSOCIATED BETH RIVKA SCHOOLS
310 CROWN STREETBROOKLYNNY11225SCHOLARSHIP$7,000
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$129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$129ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129TotalIncomeProducingActyAmt

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$725Amt
Adjusted Net Income$725AdjustedNetIncomeAmt
Disbursements Charitable Prps$725DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$6Amt
Net Investment Income$6NetInvestmentIncomeAmt
Adjusted Net Income$6AdjustedNetIncomeAmt
Disbursements Charitable Prps$6DisbursementsCharitablePrpsAmt

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