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R & R CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349108508
Schema version
2021v4.0
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)
Return2022-11-15T17:05:51-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A TURTURRO CPAPreparerPersonNm
PTINP00109611PTIN
Phone8455679000PhoneNum
Preparation2022-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$114,321FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,685DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,685DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$115,973NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$518,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$115,973CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$122,659TotalRevAndExpnssAmt
Total Net Invst Incm$122,659TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$1,051OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,051OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,051TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,051TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$501,051TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,051TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$378,392ExcessRevenueOverExpensesAmt
Net Investment Income$121,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Corporate Stock BOY$215,801CorporateStockBOYAmt
Corporate Stock EOY$41,797CorporateStockEOYAmt
Corporate Stock EOYFMV$59,124CorporateStockEOYFMVAmt
Corporate Bonds BOY$261,278CorporateBondsBOYAmt
Corporate Bonds EOY$56,889CorporateBondsEOYAmt
Corporate Bonds EOYFMV$55,197CorporateBondsEOYFMVAmt
Total Assets BOY$477,079TotalAssetsBOYAmt
Total Assets EOY$98,687TotalAssetsEOYAmt
Total Assets EOYFMV$114,321TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$477,079NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$98,687NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$477,079TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$477,079TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$477,079TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$378,392ExcessRevenueOverExpensesAmt
Subtotal$98,687SubtotalAmt
Tot Net Ast Or Fund Balances EOY$98,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredCd
Gross Sales Price$516,525GrossSalesPriceAmt
Cost Or Other Basis$402,252CostOrOtherBasisAmt
Gain Or Loss$114,273GainOrLossAmt
Gains Minus Excess Or Losses$114,273GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$115,973CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$114,273NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,690InvestmentIncomeExciseTaxAmt
Subtotal$1,690SubtotalAmt
Tax Based On Investment Income$1,690TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$1,693TaxDueAmt

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 BooksMICHAEL EHRENBERGIndividualWithBooksNm
Phone8453410002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 CRANS MILL ROADAddressLine1Txt
CityPINE BUSHCityNm
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
MICHAEL EHRENBERG
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$501,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$501,439TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$501,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$493,917NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,690TaxBasedOnInvestmentIncomeAmt
Total Tax$1,690TotalTaxAmt
Distributable Before Adj$23,006DistributableBeforeAdjAmt
Distributable Before Ded$23,006DistributableBeforeDedAmt
Distributable As Adjusted$23,006DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,000ExpensesAndContributionsAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,006DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,967,237ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$246,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$9,452ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,223,381TotalExcessDistributionCyovAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt
Applied To Current Year$23,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$476,994RemainingDistriFromCorpusAmt
Total Corpus$2,700,375TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,967,237ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$733,138ExcessDistriCyovToNextYrAmt
Excess From Year4$246,692ExcessFromYear4Amt
Excess From Year2$9,452ExcessFromYear2Amt
Excess From Current Year$476,994ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CONGREGATION YETEV LEV D'SATMARBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 RODNEY STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11211ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,685ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$115,973ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$122,659ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$122,659TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondAB GLOBAL BOND FUND CL ADVISORBondNm
EOY Book Value$56,889EOYBookValueAmt
EOYFMV$55,197EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAB CAP FD INC GLBL CORE EQI PORTFOLIStockNm
EOY Book Value$41,797EOYBookValueAmt
EOYFMV$59,124EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$1,051$1,051

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