Civic Intelligence

The Etz Chaim Charitable Trust

990T • Fiscal year 2023 • EIN 13-7138977

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
5401 Collins Avenue 825Miami Beach, FL 33140

(929) 234-3381

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $8,025,684Liabilities 2010: $02010Assets 2011: $9,582,509Liabilities 2011: $0Net Assets 2011: $9,582,5092011Assets 2012: $12,728,742Liabilities 2012: $12012Assets 2013: $18,951,231Liabilities 2013: $02013Assets 2014: $25,983,145Liabilities 2014: $1,500,0002014Assets 2015: $28,448,287Liabilities 2015: $02015Assets 2017: $32,893,781Liabilities 2017: $0Net Assets 2017: $32,893,7812017Assets 2018: $33,378,808Liabilities 2018: $0Net Assets 2018: $33,378,8082018Assets 2019: $33,137,314Liabilities 2019: $12019Assets 2020: $33,589,514Liabilities 2020: $12020Assets 2021: $40,117,498Liabilities 2021: $0Net Assets 2021: $40,117,4982021Assets 2022: $42,653,513Liabilities 2022: $0Net Assets 2022: $42,653,5132022Assets 2023: $45,457,746Liabilities 2023: $12023Assets 2024: $46,675,163Liabilities 2024: $0Net Assets 2024: $46,675,1632024

Latest loaded filing

2024

Assets$46,675,163
Liabilities$0
Net Assets$46,675,163
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2010: $2,854,335Expenses 2010: $400,000Net Income 2010: $2,454,3352010Expenses 2011: $518,1782011Revenue 2012: $3,374,311Expenses 2012: $228,078Net Income 2012: $3,146,2332012Revenue 2013: $7,259,651Expenses 2013: $1,037,162Net Income 2013: $6,222,4892013Revenue 2014: $6,743,747Expenses 2014: $1,211,833Net Income 2014: $5,531,9142014Revenue 2015: $5,057,908Expenses 2015: $1,092,766Net Income 2015: $3,965,1422015Revenue 2017: $2,834,804Expenses 2017: $1,185,746Net Income 2017: $1,649,0582017Revenue 2018: $2,518,709Expenses 2018: $2,033,682Net Income 2018: $485,0272018Revenue 2019: $2,599,577Expenses 2019: $1,821,283Net Income 2019: $778,2942019Revenue 2020: $3,064,519Expenses 2020: $2,229,023Net Income 2020: $835,4962020Revenue 2021: $7,438,998Expenses 2021: $2,194,952Net Income 2021: $5,244,0462021Revenue 2022: $3,719,057Expenses 2022: $2,528,438Net Income 2022: $1,190,6192022Revenue 2023: $5,207,426Expenses 2023: $2,403,193Net Income 2023: $2,804,2332023Revenue 2024: $3,941,605Expenses 2024: $2,724,188Net Income 2024: $1,217,4172024

Latest loaded filing

2024

Revenue$3,941,605
Expenses$2,724,188
Net Income$1,217,417
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
The Etz Chaim Charitable Trust
EIN
13-7138977
Phone
9292343381
Address
5401 COLLINS AVENUE 825, Miami Beach, FL 33140

Signing Officer

Name
Saul Wolf
Title
Trustee
Phone
9292343381
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jacob Rosenberg
Address
1705 47th St, Brooklyn, NY 11204
Preparer
Jacob Rosenberg CPA
Phone
7185130353
Raw XML Appendix97 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt037884
IRS1041ScheduleI/AdjustedRegularTaxAmt011792
IRS1041ScheduleI/AdjustedTotalIncomeAmt037884
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt037884
IRS1041ScheduleI/AltTaxNetOperatingLossDedAmt00
IRS1041ScheduleI/CapGainsCmptMinimumTaxBasisAmt00
IRS1041ScheduleI/DistributableNetAMTIncomeAmt037884
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt09484
IRS1041ScheduleI/IncomeAndEstateDeductionAmt00
IRS1041ScheduleI/IncomeDistributionDeductionAmt00
IRS1041ScheduleI/InstallmentSaleIncomeAmt00
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt02466
IRS1041ScheduleI/ModifiedAltMinTxblIncmAmt037884
IRS1041ScheduleI/NetExemptionAmt028400
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt02466
IRS1041ScheduleI/TentativeIncmDistriIntDedAmt037884
IRS1041ScheduleI/TotalRefundReceivedAmt00
IRS990T/AlternativeMinimumTaxAmt00
IRS990T/BooksInCareOfDetail/PersonNm0SAUL WOLF
IRS990T/BooksInCareOfDetail/PhoneNum09292343381
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05401 COLLINS AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Miami Beach
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033140
IRS990T/BookValueAssetsEOYAmt045457746
IRS990T/CharitableContributionsDedAmt036885
IRS990T/ExtsnRequestIncomeTaxPaidAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0400
IRS990T/OverpaymentSection/OverpaymentAmt0400
IRS990T/PriorYearOverpaymentCreditAmt012192
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt074769
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt074769
IRS990TScheduleA/TotUnrltTrdBusIncmAmt074769
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI FROM QUALIFYING PARTNERSHIP INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt074769
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt074769
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt074769
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0HGI MULTIFAMILY CREDIT SELECT FUND
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0Norfolk
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0VA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd023510
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt011792
IRS990T/TaxLessCreditsAmt011792
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt012192
IRS990T/TotalTaxAmt011792
IRS990T/TotalTaxComputationAmt011792
IRS990T/TotalUBTIAmt036884
IRS990T/TotalUBTIBeforeNOLSpecificAmt037884
IRS990T/TotalUBTIBeforeSection199AAmt037884
IRS990T/TotalUBTIComputedAmt074769
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAUL WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09292343381
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ETZ CHAIM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ETZC
ReturnHeader/Filer/EIN0137138977
ReturnHeader/Filer/PhoneNum09292343381
ReturnHeader/Filer/USAddress/AddressLine1Txt05401 COLLINS AVENUE 825
ReturnHeader/Filer/USAddress/CityNm0Miami Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033140
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacob Rosenberg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01705 47th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011204
ReturnHeader/PreparerPersonGrp/PhoneNum07185130353
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB ROSENBERG CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T05:50:33-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.7$0.00$46.7$3.94$2.72$1.22
2023Summary only. Only limited summary data is available for this year.$45.5$0.00$5.21$2.40$2.80
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$3.72$2.53$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.00$40.1$7.44$2.19$5.24
2020Summary only. Only limited summary data is available for this year.$33.6$0.00$3.06$2.23$0.84
2019Summary only. Only limited summary data is available for this year.$33.1$0.00$2.60$1.82$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$33.4$2.52$2.03$0.49
2017Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$2.83$1.19$1.65
2015Summary only. Only limited summary data is available for this year.$28.4$0.00$5.06$1.09$3.97
2014Summary only. Only limited summary data is available for this year.$26.0$1.50$6.74$1.21$5.53
2013Summary only. Only limited summary data is available for this year.$19.0$0.00$7.26$1.04$6.22
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$3.37$0.23$3.15
2011Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.52
2010Summary only. Only limited summary data is available for this year.$8.03$0.00$2.85$0.40$2.45