BETA

R & R CHARITABLE TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-30
IRS object ID
202042749349100424
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)
Return2020-09-30T14:24:11-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-09-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A TURTURRO CPAPreparerPersonNm
PTINP00109611PTIN
Phone8455679000PhoneNum
Preparation2020-09-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.169.2.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-30IPDt
IP Tm14:24:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8DEC0DB6CC8307F64784C4C266854F768857F828AtSubmissionCreationDeviceId
At Submission Filing Device IdEA8DB518C105D1B857C8C15447FAEE2B7AFE1618AtSubmissionFilingDeviceId
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$534,905FMVAssetsEOYAmt
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$12,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,622DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,417NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,628GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,417CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,724TotalRevAndExpnssAmt
Total Net Invst Incm$19,040TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$1,339OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,239OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,339TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,239TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,997ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,997ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,239TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,097TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,612ExcessRevenueOverExpensesAmt
Net Investment Income$17,801NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,191SavAndTempCashInvstBOYAmt
Corporate Stock BOY$246,864CorporateStockBOYAmt
Corporate Stock EOY$224,227CorporateStockEOYAmt
Corporate Stock EOYFMV$290,866CorporateStockEOYFMVAmt
Corporate Bonds BOY$232,033CorporateBondsBOYAmt
Corporate Bonds EOY$239,249CorporateBondsEOYAmt
Corporate Bonds EOYFMV$244,039CorporateBondsEOYFMVAmt
Total Assets BOY$480,088TotalAssetsBOYAmt
Total Assets EOY$463,476TotalAssetsEOYAmt
Total Assets EOYFMV$534,905TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$480,088NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$463,476NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$480,088TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$463,476TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$480,088TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$463,476TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$480,088TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,612ExcessRevenueOverExpensesAmt
Subtotal$463,476SubtotalAmt
Tot Net Ast Or Fund Balances EOY$463,476TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AB GLOBAL BOND FUND - ADVP2016-11-032019-01-25$208$214-$6-$6
AB GLOBAL BOND FUND - ADVP2016-11-032019-04-24$236$239-$3-$3
AB GLOBAL BOND FUND - ADVP2016-11-032019-07-24$233$231$2$2
AB GLOBAL BOND FUND - ADVP2016-11-032019-10-23$331$327$4$4
BLACKROCK MUNI 2030 TGT TRMP2016-10-282019-10-04$29,206$28,175$1,031$1,031
BLACKROCK MUNI 2030 TGT TRMP2016-10-312019-10-04$4,172$4,025$147$147
FieldValueIRS element (for citing)
Capital Gain Net Income$7,417CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$273,672NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.003654DistributionYr1Rt
Adjusted Qlfy Distri Yr2$263,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$329,434NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.798339DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,988,965AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$435,955NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.562317DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,349,898AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$604,341NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.888364DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$414,002NetVlNoncharitableAssetsYr5Amt
Total Distribution9.252674TotalDistributionRt
Average Distribution2.313169AverageDistributionRt
Net Vl Noncharitable Assets$520,029NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,202,915AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$178NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,203,093AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,097QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Subtotal$356SubtotalAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Tax Due$356TaxDueAmt

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$526,961AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$527,948TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$527,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$520,029NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,001MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,001MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$25,645DistributableBeforeAdjAmt
Distributable Before Ded$25,645DistributableBeforeDedAmt
Distributable As Adjusted$25,645DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,097ExpensesAndContributionsAmt
Qualifying Distributions$35,097QualifyingDistributionsAmt
Adjusted Qualifying Distri$35,097AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,645DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,304,003ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,967,237ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$246,692ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$4,517,932TotalExcessDistributionCyovAmt
Qualifying Distributions$35,097QualifyingDistributionsAmt
Applied To Current Year$25,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,452RemainingDistriFromCorpusAmt
Total Corpus$4,527,384TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,527,384ExcessDistriCyovToNextYrAmt
Excess From Year4$2,304,003ExcessFromYear4Amt
Excess From Year3$1,967,237ExcessFromYear3Amt
Excess From Year2$246,692ExcessFromYear2Amt
Excess From Current Year$9,452ExcessFromCurrentYearAmt

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 Line1ZEKE ALENICK CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1185 E 85TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$34,997Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,997TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,306ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,417ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,724ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,724TotalIncomeProducingActyAmt

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$239,249EOYBookValueAmt
EOYFMV$244,039EOYFMVAmt

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$224,227$290,866

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ADVISORY FEES$994$994
BANK FEES$245$245
OTHER EXPENSE$100$100

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