BETA

R & R CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-30
IRS object ID
202133349349100403
Schema version
2020v4.0
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)
Return2021-11-30T08:52:36-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-12SignatureDt
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
Preparation2021-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$576,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,270DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,964GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,260CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,530TotalRevAndExpnssAmt
Total Net Invst Incm$14,530TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$927OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$827OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$927TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$827TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$827TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,603ExcessRevenueOverExpensesAmt
Net Investment Income$13,703NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$224,227CorporateStockBOYAmt
Corporate Stock EOY$215,801CorporateStockEOYAmt
Corporate Stock EOYFMV$304,261CorporateStockEOYFMVAmt
Corporate Bonds BOY$239,249CorporateBondsBOYAmt
Corporate Bonds EOY$261,278CorporateBondsEOYAmt
Corporate Bonds EOYFMV$271,869CorporateBondsEOYFMVAmt
Total Assets BOY$463,476TotalAssetsBOYAmt
Total Assets EOY$477,079TotalAssetsEOYAmt
Total Assets EOYFMV$576,130TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$463,476NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$477,079NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$463,476TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$477,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$463,476TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$477,079TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$463,476TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,603ExcessRevenueOverExpensesAmt
Subtotal$477,079SubtotalAmt
Tot Net Ast Or Fund Balances EOY$477,079TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AB GLOBAL CORE EQUITY -ADP2016-11-032020-11-30$16,175$10,780$5,395$5,395
AB GLOBAL BOND FUND-ADVP2016-11-032020-10-21$252$248$4$4
AB GLOBAL BOND FUND-ADVP2016-11-032020-07-30$224$220$4$4
AB GLOBAL BOND FUND-ADVP2016-11-032020-04-22$260$265-$5-$5
AB GLOBAL BOND FUND-ADVP2016-11-032020-01-22$192$191$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income$7,260CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$190InvestmentIncomeExciseTaxAmt
Subtotal$190SubtotalAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Tax Due$190TaxDueAmt

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
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
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$524,786AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$524,786TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$524,786AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$516,914NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,846MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,846MinimumInvestmentReturnAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Total Tax$190TotalTaxAmt
Distributable Before Adj$25,656DistributableBeforeAdjAmt
Distributable Before Ded$25,656DistributableBeforeDedAmt
Distributable As Adjusted$25,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100ExpensesAndContributionsAmt
Qualifying Distributions$100QualifyingDistributionsAmt
Adjusted Qualifying Distri$100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,656DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,304,003ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,967,237ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$246,692ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$9,452ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,527,384TotalExcessDistributionCyovAmt
Qualifying Distributions$100QualifyingDistributionsAmt
Applied To Current Year$100AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$25,556ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,556ExcessDistributionCyovAppCYAmt
Total Corpus$4,501,828TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,278,447ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,223,381ExcessDistriCyovToNextYrAmt
Excess From Year4$1,967,237ExcessFromYear4Amt
Excess From Year3$246,692ExcessFromYear3Amt
Excess From Year1$9,452ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,270ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,260ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,530ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,530TotalIncomeProducingActyAmt

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$261,278EOYBookValueAmt
EOYFMV$271,869EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK MUNI 2030 TGT TRM
AB CAP FD INC GLBL CORE EQI PORTFOLI$215,801$304,261

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADVISORY FEES$225$225
BANK FEES$602$602
OTHER EXPENSE$100$100

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