S&Y GOLTCHE TR: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: S&Y GOLTCHE TR (EIN 13-7224915)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201213189349100911
Schema version: 2011v1.2
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
Form 990-PF

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-13T09:59:03-08:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	S Goltche CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	7 West 45th Street Suite 1703	AddressLine1
City	New York	City
State	NY	State
ZIP Code	10036	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	137224915	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	S &Y GOLTCHE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	S&YG	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	137-35 75TH ROAD	AddressLine1
City	FLUSHING	City
State	NY	State
ZIP Code	11367	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SION GOLTCHE	Name
Title	Trustee	Title
Date Signed	2012-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SION GOLTCHE	Name
Phone	2128089090	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	10644	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	14	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	14	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	14	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	14	TotalRevenueAndExpenses
Total Net Investment Income	14	TotalNetInvestmentIncome
Total Adjusted Net Income	14	TotalAdjustedNetIncome
Tot Opr Expenses Rev And Expnss	0	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	7054	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	7054	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	7054	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	7054	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-7040	ExcessOfRevenueOverExpenses
Net Investment Income	14	NetInvestmentIncome
Adjusted Net Income	14	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	4583	CashBOY
Cash EOY	10644	CashEOY
Cash EOYFMV	10644	CashEOYFMV
Savings And Temp Cash Invst BOY	13101	SavingsAndTempCashInvstBOY
Total Assets BOY	17684	TotalAssetsBOY
Total Assets EOY	10644	TotalAssetsEOY
Total Assets EOYFMV	10644	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	17684	RetainedEarningsBOY
Retained Earnings EOY	10644	RetainedEarningsEOY
Total Net Assets BOY	17684	TotalNetAssetsBOY
Total Net Assets EOY	10644	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	17684	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	10644	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	17684	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-7040	ExcessOfRevenueOverExpenses
Subtotal	10644	Subtotal
Total Net Assets Fund Balances EOY	10644	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	4747	QualifyingDistributionsYear1
Noncharitable Assets Year1	17419	NoncharitableAssetsYear1
Distribution Ratio Year1	0.27252	DistributionRatioYear1
Qualifying Distributions Year2	3029	QualifyingDistributionsYear2
Noncharitable Assets Year2	22065	NoncharitableAssetsYear2
Distribution Ratio Year2	0.13728	DistributionRatioYear2
Qualifying Distributions Year3	4078	QualifyingDistributionsYear3
Noncharitable Assets Year3	24977	NoncharitableAssetsYear3
Distribution Ratio Year3	0.16327	DistributionRatioYear3
Qualifying Distributions Year4	3288	QualifyingDistributionsYear4
Noncharitable Assets Year4	28394	NoncharitableAssetsYear4
Distribution Ratio Year4	0.11580	DistributionRatioYear4
Qualifying Distributions Year5	4169	QualifyingDistributionsYear5
Noncharitable Assets Year5	30468	NoncharitableAssetsYear5
Distribution Ratio Year5	0.13683	DistributionRatioYear5
Total Distribution Ratio	0.82570	TotalDistributionRatio
Average Distribution Ratio	0.16514	AverageDistributionRatio
Net Noncharitable Assets	10484	NetNoncharitableAssets
Adjusted Noncharitable Assets	1731	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	1731	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	7054	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Est Tax Payments And Overpayment	21	EstTaxPaymentsAndOverpayment
Total Credits And Payments	21	TotalCreditsAndPayments
Overpayment	21	Overpayment
Amount To Be Refunded	21	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SION GOLTCHE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2128089090	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	137-35 75TH ROAD	AddressLine1
City	FLUSHING	City
State	NY	State
ZIP Code	11367	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
YAFFA GOLTCHE
137-35 75TH ROAD	FLUSHING	NY	11367	Trustee	0.00	0
SION GOLTCHE
137-35 75TH ROAD	FLUSHING	NY	11367	Trustee	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	RELIGIOUS EDUCATION	Description1
Expenses1	7054	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	10644	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	10644	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	10644	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	160	CashDeemedCharitable
Net Noncharitable Assets	10484	NetNoncharitableAssets
Minimum Investment Return	524	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	524	MinimumInvestmentReturn
Distributable Amount Before Adj	524	DistributableAmountBeforeAdj
Distributable Amount Before Ded	524	DistributableAmountBeforeDed
Distributable Amount As Adjusted	524	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	7054	ExpensesAndContributions
Qualifying Distributions	7054	QualifyingDistributions
Adj Qualifying Distributions	7054	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	524	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	2668	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	1892	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	2841	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1928	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	3876	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	13205	TotalExcessDistriCarryover
Qualifying Distributions	7054	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	524	AppliedToCurrentYear
Remaining Distri From Corpus	6530	RemainingDistriFromCorpus
Total Corpus	19735	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	2668	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	17067	ExcessDistriCyovToNextYear
Excess From Year4	1892	ExcessFromYear4
Excess From Year3	2841	ExcessFromYear3
Excess From Year2	1928	ExcessFromYear2
Excess From Year1	3876	ExcessFromYear1
Excess From Current Year	6530	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	YAFFA GOLTCHE	ContributingManager
Contributing Manager	SION GOLTCHE	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
TORAH OHR
575MIDDLE NECK ROAD	GREAT NECK	NY	11023	NONE	EXEMPT	RELIGIOUS EDUCATION	$1,600
YESHIVAT OHR HACHAIM
141-61 71ST AVENUE	FLUSHING	NY	11367	NONE	EXEMPT	RELIGIOUS EDUCATION	$1,818
CONG TOV
CORN 68TH AVE 147TH ST	FLUSHING	NY	11367	NONE	EXEMPT	RELIGIOUS EDUCATION	$3,636

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	7054	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Unrelated Business Income	$14	UnrelatedBusinessIncomeAmount
Exclusion Code	14	ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$14	UnrelatedBusinessIncomeAmount

Field	Value	IRS element (for citing)
Total Part XVIA	14	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

S&Y GOLTCHE TR: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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