BETA

S&Y GOLTCHE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
S&Y GOLTCHE TR (EIN 13-7224915)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349103342
Schema version
2023v5.1
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)
Return2024-11-13T15:50:47-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1S Goltche CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 West 45th Street Suite 1703AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137224915EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1S &Y GOLTCHE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlS&YGBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1137-35 75TH ROADAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11367ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSION GOLTCHEPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSION GOLTCHEPreparerPersonNm
PTINP00742236PTIN
Phone2128089090PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,810FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$26,380ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$26,408TotalRevAndExpnssAmt
Total Net Invst Incm$28TotalNetInvstIncmAmt
Total Adj Net Incm$28TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$35OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$35TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$35TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,818ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,818ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$35TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,818TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,555ExcessRevenueOverExpensesAmt
Net Investment Income$28NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,255CashBOYAmt
Cash EOY$55,810CashEOYAmt
Cash EOYFMV$55,810CashEOYFMVAmt
Other Assets EOY$20,000OtherAssetsEOYAmt
Total Assets BOY$51,255TotalAssetsBOYAmt
Total Assets EOY$75,810TotalAssetsEOYAmt
Total Assets EOYFMV$55,810TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$51,255RetainedEarningBOYAmt
Retained Earning EOY$75,810RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,255TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,810TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,255TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,810TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,255TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,555ExcessRevenueOverExpensesAmt
Subtotal$75,810SubtotalAmt
Tot Net Ast Or Fund Balances EOY$75,810TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SION GOLTCHEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128089090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1137-35 75TH ROADAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11367ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SION GOLTCHE
137-35 75TH ROADFLUSHINGNY11367Trustee0.00$0
YAFFA GOLTCHE
137-35 75TH ROADFLUSHINGNY11367Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RELIGIOUS EDUCATIONDescription1Txt
Expenses1$1,818Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$53,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$53,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,637MinimumInvestmentReturnAmt
Distributable Before Adj$2,637DistributableBeforeAdjAmt
Distributable Before Ded$2,637DistributableBeforeDedAmt
Distributable As Adjusted$2,637DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,818ExpensesAndContributionsAmt
Qualifying Distributions$1,818QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,637DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,799ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,367ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,444ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$906ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,516TotalExcessDistributionCyovAmt
Qualifying Distributions$1,818QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,818AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$819ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$819ExcessDistributionCyovAppCYAmt
Total Corpus$4,697TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$980ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,717ExcessDistriCyovToNextYrAmt
Excess From Year4$1,367ExcessFromYear4Amt
Excess From Year3$1,444ExcessFromYear3Amt
Excess From Year2$906ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSION GOLTCHEContributingManagerNm
Contributing ManagerYAFFA GOLTCHEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonYESHIVAT OHR HACHAIMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1141-61 71ST AVENUEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11367ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeRELIGIOUS EDUCATIONGrantOrContributionPurposeTxt
Amt$1,818Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,818TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28TotalIncomeProducingActyAmt

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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSIT ON SEFER TORAHDesc
EOY Book Value$20,000EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Adjusted Net Income$35AdjustedNetIncomeAmt

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