ETZ CHAIM FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ETZ CHAIM FUND (EIN 22-3888088)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-19
IRS object ID
201400789349100310
Schema version
2013v3.1
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)
Return2014-03-19T05:01:32-00:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM D GREISMAN CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11371 CARROLL STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11213ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223888088EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ETZ CHAIM FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlETZCBusinessNameControlTxt
Phone7187565329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11449 UNION STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11213ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2014-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM D GREISMANPreparerPersonNm
Phone7187733028PhoneNum
Preparation2014-03-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$158,125FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$321InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$321InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$321InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$321TotalRevAndExpnssAmt
Total Net Invst Incm$321TotalNetInvstIncmAmt
Total Adj Net Incm$321TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$700AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$12TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12TaxesNetInvstIncmAmt
Taxes Adj Net Incm$12TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$712TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,512TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$712TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,191ExcessRevenueOverExpensesAmt
Net Investment Income$309NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$167,316SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$158,125SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$158,125SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$167,316TotalAssetsBOYAmt
Total Assets EOY$158,125TotalAssetsEOYAmt
Total Assets EOYFMV$158,125TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$167,316RetainedEarningBOYAmt
Retained Earning EOY$158,125RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$167,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$158,125TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$167,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$158,125TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$167,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,191ExcessRevenueOverExpensesAmt
Subtotal$158,125SubtotalAmt
Tot Net Ast Or Fund Balances EOY$158,125TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$169,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.059014DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$179,338NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.052415DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$187,825NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.038866DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,420AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$191,686NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.012625DistributionYr4Rt
Total Distribution000.162920TotalDistributionRt
Average Distribution000.040730AverageDistributionRt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Subtotal$6SubtotalAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Tax Due$6TaxDueAmt

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 STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11213ZIPCode
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
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SCHOLOM GANSBURG
433 KINGSTON AVE NO 21BKLYNNY11225PRESIDENT000.00$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 (12 organizations served)Description1Txt
Expenses1$8,340Expenses1Amt
Description2Assist with medical bills (3 organizations served)Description2Txt
Expenses2$460Expenses2Amt

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$162,721AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$162,721TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$162,721AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,441CashDeemedCharitableAmt
Net Vl Noncharitable Assets$160,280NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$8,008DistributableBeforeAdjAmt
Distributable Before Ded$8,008DistributableBeforeDedAmt
Distributable As Adjusted$8,008DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,800ExpensesAndContributionsAmt
Qualifying Distributions$8,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,008DistributableAsAdjustedAmt
Undistributed Income PY$7,209UndistributedIncomePYAmt
Prior Year12009PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$25,089TotalForPriorYearsAmt
Qualifying Distributions$8,800QualifyingDistributionsAmt
Applied To Year1$7,209AppliedToYear1Amt
Applied To Current Year$1,591AppliedToCurrentYearAmt
Prior Year Undistributed Incm$25,089PriorYearUndistributedIncmAmt
Taxable1$25,089Taxable1Amt
Undistributed Income CY$6,417UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOC BETH RIVKAH SCHOOL
310 CROWN STREETBROOKLYNNY11225501C3SCHOLARSHIP$6,000
MACHON CHANA
556 CROWN STREETBROOKLYNNY11213501C3SCHOLARSHIP$100
OHOLEI TORAH
667 EASTERN PARKWAYBROOKLYNNY11213501C3SCHOLARSHIP$1,500
RABBINICAL COLLEGE OF AMERICA
226 SUSSEX AVENUEMORRISTOWNNJ07960501C3SCHOLARSHIP$180
YESHIVA CHANOCH LENAAR
876 EASTERN PARKWAYBROOKLYNNY11213501C3SCHOLARSHIP$180
YESHIVA GEDOLAH RABBINICAL COLLEGE MIAMI
1140 ALTON ROADMIAMI BEACHFL33139501C3SCHOLARSHIP$100
YESHIVA ACHEI TMIMIM PITTSBURGH
2100 WIGHTMAN STREETPITTSBURGHPA15217501C3SCHOLARSHIP$100
YESHIVA OHR ELCHONON CHABAD
7215 WARING AVENUELOS ANGELESCA90046501C3SCHOLARSHIP$180
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKYNNY11203501C3ASSIST WITH MEDICAL BILLS$180
CHEVRA HATZALAH OF CROWN HEIGHTS
383 KINGSTON AVENUEBROOKLYNNY11213501C3ASSIST WITH MEDICAL BILLS$180
YALDEI SHLUCHEI HAREBBE
353 KINGSTON AVENUEBROOKLYNNY11213501C3ASSIST WITH MEDICAL BILLS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$321ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$321TotalIncomeProducingActyAmt

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

General Explanation Attachment GeneralExplanationAttachment

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$12Amt
Net Investment Income$12NetInvestmentIncomeAmt
Adjusted Net Income$12AdjustedNetIncomeAmt

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