ETZ CHAIM FUND: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ETZ CHAIM FUND (EIN 22-3888088)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-15
IRS object ID
201121359349100602
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-05-15T19:25:06-00:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11371 CARROLL STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11213ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223888088EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ETZ CHAIM FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlETZCNameControl
Phone7187565329Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSHOLOM HODAKOVName
TitleSECRETARY TREASURERTitle
Date Signed2011-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameABRAHAM D GREISMANName
Phone7187733028Phone
Date Prepared2011-05-15DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY186706FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Savings Rev And Expnss1310InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1310InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1310TotalRevenueAndExpenses
Total Net Investment Income1310TotalNetInvestmentIncome
Accounting Fees Rev And Expnss650AccountingFeesRevAndExpnss
Taxes Rev And Expnss29TaxesRevAndExpnss
Other Expenses Rev And Expnss430OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1109TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss8409TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps7300TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-7099ExcessOfRevenueOverExpenses
Net Investment Income1310NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY193805SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY186706SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV186706SavingsAndTempCashInvstEOYFMV
Total Assets BOY193805TotalAssetsBOY
Total Assets EOY186706TotalAssetsEOY
Total Assets EOYFMV186706TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY193805RetainedEarningsBOY
Retained Earnings EOY186706RetainedEarningsEOY
Total Net Assets BOY193805TotalNetAssetsBOY
Total Net Assets EOY186706TotalNetAssetsEOY
Total Liabilities Net Assets BOY193805TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY186706TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY193805TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-7099ExcessOfRevenueOverExpenses
Subtotal186706Subtotal
Total Net Assets Fund Balances EOY186706TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year12420QualifyingDistributionsYear1
Noncharitable Assets Year1191686NoncharitableAssetsYear1
Distribution Ratio Year1000.012625DistributionRatioYear1
Total Distribution Ratio000.012625TotalDistributionRatio
Average Distribution Ratio000.012625AverageDistributionRatio

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax26InvestmentIncomeExciseTax
Subtotal26Subtotal
Tax Based On Investment Income26TaxBasedOnInvestmentIncome
Tax Due26TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameS HODAKOVBooksInCareOfPersonName
Books In Care Of Phone Number7187565329BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11499 UNION STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11213ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

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 PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
SCHOLOM GANSBURG
433 KINGSTON AVE 21BKLYNNY11225PRESIDENT000.000
BEREL ALENICK
1055 ST JOHNS PLACE 2-0BKLYNNY11213VICE PRESIDENT000.000
SHOLOM HODAKOV
1449 UNION STBROOKLYNNY11213SECY, TREAS000.000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1Grants to schools for scholarships (12 organizations served)Description1
Expenses16420Expenses1
Description2Assist with medical bills (5 organizations served)Description2
Expenses2680Expenses2
Description3Assist young couples (2 organizations served)Description3
Expenses3200Expenses3

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NoneDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances190685AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets190685TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets190685AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2860CashDeemedCharitable
Net Noncharitable Assets187825NetNoncharitableAssets
Minimum Investment Return9391MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return9391MinimumInvestmentReturn
Tax Based On Investment Income26TaxBasedOnInvestmentIncome
Total Tax26TotalTax
Distributable Amount Before Adj9365DistributableAmountBeforeAdj
Distributable Amount Before Ded9365DistributableAmountBeforeDed
Distributable Amount As Adjusted9365DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions7300ExpensesAndContributions
Qualifying Distributions7300QualifyingDistributions
Adj Qualifying Distributions7300AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9365DistributableAmountAsAdjusted
Undistributed Income Prior Year7136UndistributedIncomePriorYear
Qualifying Distributions7300QualifyingDistributions
Applied To Year17136AppliedToYear1
Applied To Current Year164AppliedToCurrentYear
Undistributed Income CY9201UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Beth Rivkah
310 Crown StreetBrooklynNY11225NON PROFITScholarship$3,800
Lubavitch Mesivta - Chicago
2756 WEST MORSECHICAGOIL60645NON PROFITScholarship$100
Machon Chana
556 CROWN STBROOKLYNNY11213NON PROFITScholarship$150
Maimonides Education Center
2083 Seneca GateMERRICKNY11566NON PROFITScholarship$500
Oholei Torah
667 EASTERN PARKWAYBROOKLYNNY11213NON PROFITScholarship$650
Rabbinical College of America
226 SUSSEX AVEMORRISTOWNNJ07962NON PROFITScholarship$180
United Lubavitcher Yeshiva
841 OCEAN PARKWAYBROOKLYNNY11230NON PROFITScholarship$180
Yeshiva Achei Tmimim - Pittsburgh
2100 WHITEMAN STREETPITTSBURGHPA15217NON PROFITScholarship$100
Yeshiva Gedolah Rabbincal College -
2040 ALTON ROADMIAMIFL33140NON PROFITScholarship$180
Yeshiva Chanoch Lenaar
874 EASTERN PKWYBROOKLYNNY11213NON PROFITScholarship$300
Yeshiva Darchai Menachem
823 EASTERN PKWYBROOKLYNNY11213NON PROFITScholarship$100
Yeshiva Ohr Elchonon Chabad
7215 WARING AVELOS ANGELESCA90046NON PROFITScholarship$180
Keren Simchas Chosson V'Kallah
712 MONTGOMERY STBROOKLYNNY11213NON PROFITAssist Young Couples$100
Ten Yad
1249 CARROLL STBROOKLYNNY11213NON PROFITAssist Young Couples$100
Ahvas Chesed
271 KINGSTON AVEBROOKLYNNY11213NON PROFITAssist With Medical Bills$150
Bonei Olam
1755 46TH STBROOKLYNNY11204NON PROFITAssist With Medical Bills$100
Chai Lifeline
151 WEST 30TH STNEW YORKNY10001NON PROFITAssist With Medical Bills$150
Chevra Hatzolah of Crown Heights
383 KINGSTON AVEBROOKLYNNY11213NON PROFITAssist With Medical Bills$180
Rofeh Cholim Cancer Society
762 BEDFORD AVEBROOKLYNNY11205NON PROFITAssist With Medical Bills$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7300TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,310ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,310ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1310TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryA GreismanCategory
Amount$650Amount

General Explanation Attachment GeneralExplanationAttachment

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
Application Fees400
Service Charges30

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryIncome taxCategory
Amount$29Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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