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R & R CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202303199349106285
Schema version
2022v5.0
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)
Return2023-11-15T16:20:17-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141604297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RBT CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 RACQUET RDAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472264905EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R & R CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlR&RCBusinessNameControlTxt
Phone8453410002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 CRANS MILL ROADAddressLine1Txt
CityPINE BUSHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZEKE ALENICKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8453410002PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstZEKEPersonFirstNm
Person LastALENICKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A TURTURRO CPAPreparerPersonNm
PTINP00109611PTIN
Phone8455679000PhoneNum
Preparation2023-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,114,572FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$234InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$234InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,433NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,557GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,435CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,018,572OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,024,917TotalRevAndExpnssAmt
Total Net Invst Incm$6,347TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$276OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$276TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$276TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$276TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,024,641ExcessRevenueOverExpensesAmt
Net Investment Income$6,071NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst EOY$1,018,806SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,018,806SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$41,797CorporateStockBOYAmt
Corporate Stock EOY$43,728CorporateStockEOYAmt
Corporate Stock EOYFMV$47,178CorporateStockEOYFMVAmt
Corporate Bonds BOY$56,889CorporateBondsBOYAmt
Corporate Bonds EOY$60,794CorporateBondsEOYAmt
Corporate Bonds EOYFMV$48,588CorporateBondsEOYFMVAmt
Total Assets BOY$98,687TotalAssetsBOYAmt
Total Assets EOY$1,123,328TotalAssetsEOYAmt
Total Assets EOYFMV$1,114,572TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$98,687NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,123,328NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$98,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,123,328TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$98,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,123,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$98,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,024,641ExcessRevenueOverExpensesAmt
Subtotal$1,123,328SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,123,328TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,435CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$84InvestmentIncomeExciseTaxAmt
Subtotal$84SubtotalAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Tax Due$84TaxDueAmt

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
Individual With BooksZEKE ALENICKIndividualWithBooksNm
Phone8453410002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 CRANS MILL ROADAddressLine1Txt
CityPINEBUSHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12566ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ZEKE ALENICK
330 CRANS MILL ROADPINEBUSHNY12566TRUSTEE5.00$0$0$0
JACK ROTH
330 CRANS MILL ROADPINE BUSHNY12566TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$99,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$142,265TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$142,265AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,134CashDeemedCharitableAmt
Net Vl Noncharitable Assets$140,131NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,007MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,007MinimumInvestmentReturnAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Tax$84TotalTaxAmt
Distributable Before Adj$6,923DistributableBeforeAdjAmt
Distributable Before Ded$6,923DistributableBeforeDedAmt
Distributable As Adjusted$6,923DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,923DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$246,692ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$9,452ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$476,994ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$733,138TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$6,923ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,923ExcessDistributionCyovAppCYAmt
Total Corpus$726,215TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$239,769ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$486,446ExcessDistriCyovToNextYrAmt
Excess From Year3$9,452ExcessFromYear3Amt
Excess From Year1$476,994ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZEKE ALENICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPROGRAM SERVICE INCOMEDesc
Related Or Exempt Function Incm$1,018,572RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$234ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,433ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,345ExclusionAmt
Related Or Exempt Function Incm$1,018,572RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,024,917TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$122GrossSalesPriceAmt
Basis$124BasisAmt
Total Net-$2TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondAB GLOBAL BOND FUND CL ADVISORBondNm
EOY Book Value$60,794EOYBookValueAmt
EOYFMV$48,588EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAB CAP FD INC GLBL CORE EQI PORTFOLIStockNm
EOY Book Value$43,728EOYBookValueAmt
EOYFMV$47,178EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$288$288
INVESTMENT FEES-$12-$12

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPROGRAM SERVICE INCOMEDesc
Revenue And Expenses Per Books$1,018,572RevenueAndExpensesPerBooksAmt

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