ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INC (EIN 03-0521415)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-10-28
IRS object ID
201343019349100114
Schema version
2012v2.1
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)
Timestamp2013-10-28T18:52:51-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE M REISMAN CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAY - SUITE 803AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100071182ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN030521415EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ZICHRON SHAUL VELIBA BAUM CHARITABLE FUND INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlZICHNameControl
Phone2125130024Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAY - SUITE 803AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100071182ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGABRIEL STEFANSKYName
TitlePRESIDENTTitle
Phone2125130024Phone
Date Signed2013-10-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAWRENCE M REISMANName
PTINP01261876PTIN
Phone2125130024Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY209985FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss17277DividendsRevAndExpnss
Dividends Net Invst Incm17277DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses17277TotalRevenueAndExpenses
Total Net Investment Income17277TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss173TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss114OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2037TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10290ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10290ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss12327TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps10290TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4950ExcessOfRevenueOverExpenses
Net Investment Income17277NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY5035CashBOY
Cash EOY9985CashEOY
Cash EOYFMV9985CashEOYFMV
Investments Mortgage Loans BOY200000InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY200000InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV200000InvestmentsMortgageLoansEOYFMV
Total Assets BOY205035TotalAssetsBOY
Total Assets EOY209985TotalAssetsEOY
Total Assets EOYFMV209985TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY205035CapitalStockBOY
Capital Stock EOY205035CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY4950RetainedEarningsEOY
Total Net Assets BOY205035TotalNetAssetsBOY
Total Net Assets EOY209985TotalNetAssetsEOY
Total Liabilities Net Assets BOY205035TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY209985TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY205035TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4950ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal209985Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY209985TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year116077QualifyingDistributionsYear1
Noncharitable Assets Year1202448NoncharitableAssetsYear1
Distribution Ratio Year10.079413DistributionRatioYear1
Qualifying Distributions Year213020QualifyingDistributionsYear2
Noncharitable Assets Year2251207NoncharitableAssetsYear2
Distribution Ratio Year20.051830DistributionRatioYear2
Qualifying Distributions Year313170QualifyingDistributionsYear3
Noncharitable Assets Year3249155NoncharitableAssetsYear3
Distribution Ratio Year30.052859DistributionRatioYear3
Qualifying Distributions Year417269QualifyingDistributionsYear4
Noncharitable Assets Year4248859NoncharitableAssetsYear4
Distribution Ratio Year40.069393DistributionRatioYear4
Qualifying Distributions Year516436QualifyingDistributionsYear5
Noncharitable Assets Year5253859NoncharitableAssetsYear5
Distribution Ratio Year50.064745DistributionRatioYear5
Total Distribution Ratio0.318240TotalDistributionRatio
Average Distribution Ratio0.063648AverageDistributionRatio
Net Noncharitable Assets204397NetNoncharitableAssets
Adjusted Noncharitable Assets13009AdjustedNoncharitableAssets
One Percent Net Investment Income173OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One13182AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10290QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax346InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal346Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income346TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due346TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameLAWRENCE M REISMAN CPABooksInCareOfPersonName
Books In Care Of Phone Number2125130024BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1305 BROADWAY - SUITE 803AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100071182ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MORDECHAI GINSBERG
1225 EAST 13TH STREETBROOKLYNNY11230PRESIDENT & DIRECTOR0.00000
MALKA GUT
2126 82ND STREETBROOKLYNNY11214TREASURER & DIRECTOR0.00000
LAWRENCE M REISMAN
305 BROADWAY - SUITE 803NEW YORKNY10007DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1GIFTS AND GRANTS TO DOMESTIC PUBLIC CHARITIESDescription1
Expenses110290Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities200000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances7510AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets207510TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets207510AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3113CashDeemedCharitable
Net Noncharitable Assets204397NetNoncharitableAssets
Minimum Investment Return10220MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10220MinimumInvestmentReturn
Tax Based On Investment Income346TaxBasedOnInvestmentIncome
Total Tax346TotalTax
Distributable Amount Before Adj9874DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded9874DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted9874DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10290ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions10290QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions10290AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9874DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year53916ExcessDistriCarryoverYear5
Excess Distri Carryover Year45170ExcessDistriCarryoverYear4
Excess Distri Carryover Year31058ExcessDistriCarryoverYear3
Excess Distri Carryover Year2806ExcessDistriCarryoverYear2
Excess Distri Carryover Year16301ExcessDistriCarryoverYear1
Total Excess Distri Carryover17251TotalExcessDistriCarryover
Qualifying Distributions10290QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year9874AppliedToCurrentYear
Remaining Distri From Corpus416RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus17667TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year53916ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year13751ExcessDistriCyovToNextYear
Excess From Year45170ExcessFromYear4
Excess From Year31058ExcessFromYear3
Excess From Year2806ExcessFromYear2
Excess From Year16301ExcessFromYear1
Excess From Current Year416ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AHAVAS CHESED
1347 42ND STREETBROOKLYNNY11219NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$360
AMERICAN FRIENDS OF YESHIVA WOLOZHIN
1778 EAST 15TH STREETBROOKLYNNY11230NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$100
CONGREGATION TIFERES YAAKOV
1185 E 8 STBROOKLYNNY11230NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$100
KEREN AVREICHIM
232 HEARTH COURTLAKEWOODNJ08701NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$1,000
KEREN CHAIM
4216 15TH AVENUEBROOKLYNNY11219NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$3,000
KEREN ELUZUR
171 DIVISION AVENUEBROOKLYNNY11211NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$180
CONGREGATION NETSAH ISRAEL
C/O SITORSKY 1714 46TH STREETBROOKLYNNY11204NONEPUBLIC CHARITYBUILDING FUND$2,000
CONGREGATION ANSHEI RIDGE
5 SHOSHANNA DRIVELAKEWOODNJ08701NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$1,000
CONGREGATION KHAL BRISDOWITZ
1717 58TH STEETBROOKLYNNY11204NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$200
TSDOKO V'CHESED
1520 39TH STREETBROOKLYNNY11218NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$100
YESHIVA CHACHMEI LUBLIN
411 AVENUE FBROOKLYNNY11218NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$1,500
ZICHRON ELIYAHU
657 EAST 7TH STREETBROOKLYNNY11218NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$500
DERECH YISROEL
5204 16TH AVENUEBROOKLYNNY11204NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10290TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$17,277ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$17,277ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA17277TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryLAWRENCE M. REISMANCategory
Amount$1,750Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NYS FILING FEE5000
BANK SERVICE CHARGES6400

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryIRS EXCISE TAXCategory
Amount$173Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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