ETZ CHAIM FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ETZ CHAIM FUND (EIN 22-3888088)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-25
- IRS object ID
- 201311169349100406
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2013-04-25T01:56:09-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABRAHAM D GREISMAN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1371 CARROLL STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223888088 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETZ CHAIM FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ETZC | NameControl |
| Phone | 7187565329 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1449 UNION STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11213 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHOLOM HODAKOV | Name |
| Title | SECY | Title |
| Date Signed | 2013-04-25 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABRAHAM D GREISMAN | Name |
| Phone | 7187733028 | Phone |
| Date Prepared | 2013-04-25 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 167316 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 594 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 594 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 594 | InterestOnSavingsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 594 | TotalRevenueAndExpenses |
| Total Net Investment Income | 594 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 594 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 675 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 675 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 16 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 16 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 16 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 691 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 691 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10020 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10020 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10711 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 691 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10020 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10117 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 578 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 177433 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 167316 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 167316 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 177433 | TotalAssetsBOY |
| Total Assets EOY | 167316 | TotalAssetsEOY |
| Total Assets EOYFMV | 167316 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 177433 | RetainedEarningsBOY |
| Retained Earnings EOY | 167316 | RetainedEarningsEOY |
| Total Net Assets BOY | 177433 | TotalNetAssetsBOY |
| Total Net Assets EOY | 167316 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 177433 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 167316 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 177433 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10117 | ExcessOfRevenueOverExpenses |
| Subtotal | 167316 | Subtotal |
| Total Net Assets Fund Balances EOY | 167316 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9400 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 179338 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.052415 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7300 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 187825 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.038866 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2420 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 191686 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.012625 | DistributionRatioYear3 |
| Total Distribution Ratio | 000.103906 | TotalDistributionRatio |
| Average Distribution Ratio | 000.034635 | AverageDistributionRatio |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Tax Due | 12 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | S HODAKOV | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7187565329 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1449 UNION STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2009 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SCHOLOM GANSBURG | ||||||
| 433 KINGSTON AVE NO 21 | BKLYN | NY | 11225 | PRESIDENT | 000.00 | 0 |
| BEREL ALENICK | ||||||
| 1055 ST JOHNS PLACE 2-0 | BKLYN | NY | 11213 | VICE PRESIDENT | 000.00 | 0 |
| SHOLOM HODAKOV | ||||||
| 1449 UNION ST | BROOKLYN | NY | 11213 | SECY, TREAS | 000.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grants to schools for scholarships (12 organizations served) | Description1 |
| Expenses1 | 9200 | Expenses1 |
| Description2 | Assist with medical bills (3 organizations served) | Description2 |
| Expenses2 | 720 | Expenses2 |
| Description3 | Assist young couples (1 organizations served) | Description3 |
| Expenses3 | 100 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 172375 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 172375 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 172375 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2586 | CashDeemedCharitable |
| Net Noncharitable Assets | 169789 | NetNoncharitableAssets |
| Minimum Investment Return | 8489 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 8489 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 8477 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 8477 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 8477 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10020 | ExpensesAndContributions |
| Qualifying Distributions | 10020 | QualifyingDistributions |
| Adj Qualifying Distributions | 10020 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8477 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8752 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2010 | PriorYear3 |
| Total For Prior Years | 16337 | TotalForPriorYears |
| Qualifying Distributions | 10020 | QualifyingDistributions |
| Applied To Year1 | 8752 | AppliedToYear1 |
| Applied To Current Year | 1268 | AppliedToCurrentYear |
| Prior Year Undistributed Income | 16337 | PriorYearUndistributedIncome |
| Taxable Amount1 | 16337 | TaxableAmount1 |
| Undistributed Income CY | 7209 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ASSOC BETH RIVKAH SCHOOL | ||||||
| 310 CROWN STREET | BROOKLYN | NY | 11225 | 501C3 | SCHOLARSHIP | $6,100 |
| LUBAVITCH MESIVTA CHICAGO | ||||||
| 2756 WEST MORSE AVE | CHICAGO | IL | 60645 | 501C3 | SCHOLARSHIP | $100 |
| MACHON CHANA | ||||||
| 556 CROWN STREET | BROOKLYN | NY | 11213 | 501C3 | SCHOLARSHIP | $100 |
| MAIMONIDES ED CENTER | ||||||
| 2083 SENECA GATE | MERRICK | NY | 11566 | 501C3 | SCHOLARSHIP | $500 |
| OHOLEI TORAH | ||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | 501C3 | SCHOLARSHIP | $1,300 |
| RABBINICAL COLLEGE OF AMERICA | ||||||
| 226 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | 501C3 | SCHOLARSHIP | $180 |
| UNITED LUBAVITCHER YESHIVA | ||||||
| 843 OCEAN PARKWAY | BROOKLYN | NY | 11230 | 501C3 | SCHOLARSHIP | $180 |
| YESHIVA CHANOCH LENAAR | ||||||
| 876 EASTERN PARKWAY | BROOKLYN | NY | 11213 | 501C3 | SCHOLARSHIP | $180 |
| YESHIVA GEDOLAH RABBINICAL COLLEGE MIAMI | ||||||
| 1140 ALTON ROAD | MIAMI BEACH | FL | 33139 | 501C3 | SCHOLARSHIP | $180 |
| YESHIVA ACHEI TMIMIM PITTSBURGH | ||||||
| 2100 WIGHTMAN STREET | PITTSBURGH | PA | 15217 | 501C3 | SCHOLARSHIP | $100 |
| YESHIVA DARCHEI MENACHEM | ||||||
| 825 EASTERN PARKWAY | BROOKLYN | NY | 11213 | 501C3 | SCHOLARSHIP | $100 |
| YESHIVA OHR ELCHONON CHABAD | ||||||
| 7215 WARING AVENUE | LOS ANGELES | CA | 90046 | 501C3 | SCHOLARSHIP | $180 |
| KEREN SIMCHAS CHOSSON V'KALLAH | ||||||
| 712 MONTGOMERY STREET | BROOKLYN | NY | 11213 | 501C3 | ASSIST NEEDY COUPLE | $100 |
| AHAVAS CHESED | ||||||
| 720 LEFFERTS AVENUE | BROOKYN | NY | 11203 | 501C3 | ASSIST WITH MEDICAL BILLS | $180 |
| CHEVRA HATZALAH OF CROWN HEIGHTS | ||||||
| 383 KINGSTON AVENUE | BROOKLYN | NY | 11213 | 501C3 | ASSIST WITH MEDICAL BILLS | $180 |
| YALDEI SHLUCHEI HAREBBE | ||||||
| 353 KINGSTON AVENUE | BROOKLYN | NY | 11213 | 501C3 | ASSIST WITH MEDICAL BILLS | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10020 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $594 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $594 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 594 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | A Greisman | Category |
| Amount | $675 | Amount |
| Adjusted Net Income | 675 | AdjustedNetIncome |
General Explanation Attachment GeneralExplanationAttachment
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | Category |
| Amount | $16 | Amount |
| Net Investment Income | 16 | NetInvestmentIncome |
| Adjusted Net Income | 16 | AdjustedNetIncome |
Comments