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S&Y GOLTCHE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
S&Y GOLTCHE TR (EIN 13-7224915)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-20
IRS object ID
202032949349100143
Schema version
2019v5.0
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)
Return2020-10-20T13:51:39-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSION GOLTCHEPreparerPersonNm
PTINP00742236PTIN
Phone2128089090PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,131FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$2,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,560TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$440ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,691CashBOYAmt
Cash EOY$4,131CashEOYAmt
Total Assets BOY$3,691TotalAssetsBOYAmt
Total Assets EOY$4,131TotalAssetsEOYAmt
Total Assets EOYFMV$4,131TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,691RetainedEarningBOYAmt
Retained Earning EOY$4,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,691TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,691TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$440ExcessRevenueOverExpensesAmt
Subtotal$4,131SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,131TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,980AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,626NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.54606DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,620AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,647NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.61201DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,404AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,369NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.59266DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,947NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.45604DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,404NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.21466DistributionYr5Rt
Total Distribution2.421424TotalDistributionRt
Average Distribution0.484285AverageDistributionRt
Net Vl Noncharitable Assets$3,852NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,865AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$1,865AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,560QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
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$1,560Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,911TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,852NetVlNoncharitableAssetsAmt
Minimum Investment Return$193MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$193MinimumInvestmentReturnAmt
Distributable Before Adj$193DistributableBeforeAdjAmt
Distributable Before Ded$193DistributableBeforeDedAmt
Distributable As Adjusted$193DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,560ExpensesAndContributionsAmt
Qualifying Distributions$1,560QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,560AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$890ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,603ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,286ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,488ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,799ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,066TotalExcessDistributionCyovAmt
Qualifying Distributions$1,560QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$193AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,367RemainingDistriFromCorpusAmt
Total Corpus$8,433TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$890ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,543ExcessDistriCyovToNextYrAmt
Excess From Year4$1,603ExcessFromYear4Amt
Excess From Year3$1,286ExcessFromYear3Amt
Excess From Year2$1,488ExcessFromYear2Amt
Excess From Year1$1,799ExcessFromYear1Amt
Excess From Current Year$1,367ExcessFromCurrentYearAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

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

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