R & R CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202543219349106144
Schema version: 2024v5.0
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
Form 990-PF
Dissolution Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Liquidation Explanation Stmt
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T16:24:38-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	141604297	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RBT CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11 RACQUET RD	AddressLine1Txt
City	NEWBURGH	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12550	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	472264905	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R & R CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	R&RC	BusinessNameControlTxt
Phone	6469249118	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	185 EAST 85TH STREET APT 2C	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JACK ROTH	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6469249118	PhoneNum
Signature	2025-08-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL A TURTURRO CPA	PreparerPersonNm
PTIN	P00109611	PTIN
Phone	8455679000	PhoneNum
Preparation	2025-08-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Final Return	Yes (X)	FinalReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$36	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$36	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$90	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,057	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$90	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$42	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$42	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$168	TotalRevAndExpnssAmt
Total Net Invst Incm	$168	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,486	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,486	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,486	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,486	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,318	ExcessRevenueOverExpensesAmt
Net Investment Income	$168	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	-$9,584	SavAndTempCashInvstBOYAmt
Corporate Stock BOY	$2,974	CorporateStockBOYAmt
Corporate Bonds BOY	$7,928	CorporateBondsBOYAmt
Total Assets BOY	$1,318	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,318	NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY	$1,318	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,318	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,318	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,318	ExcessRevenueOverExpensesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AB GLOBAL BOND FUND	P	2023-01-01	2024-09-30	$741	$703	$38	$38
AB CAP FD GLBL CORE EQI PORTFOLIO	P	2023-01-01	2024-09-30	$316	$264	$52	$52

Field	Value	IRS element (for citing)
Capital Gain Net Income	$90	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2	InvestmentIncomeExciseTaxAmt
Subtotal	$2	SubtotalAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Tax Due	$2	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	Yes (true)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JACK ROTH	IndividualWithBooksNm
Phone	6469249118	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	185 EAST 85TH STREET APT 2C	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ZEKE ALENICK
330 CRANS MILL ROAD	PINE BUSH	NY	12566	DECEASED 4/1	000.00	$0	$0	$0
JACK ROTH
185 EAST 85TH STREET APT 2C	NEW YORK	NY	10028	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$708	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$297	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,005	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,005	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$15	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$990	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$50	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$50	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2	TotalTaxAmt
Distributable Before Adj	$48	DistributableBeforeAdjAmt
Distributable Before Ded	$48	DistributableBeforeDedAmt
Distributable As Adjusted	$48	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,486	ExpensesAndContributionsAmt
Qualifying Distributions	$1,486	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$48	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$9,452	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$476,994	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$2,008,172	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,494,618	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,486	QualifyingDistributionsAmt
Applied To Current Year	$48	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,438	RemainingDistriFromCorpusAmt
Total Corpus	$2,496,056	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$9,452	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,486,604	ExcessDistriCyovToNextYrAmt
Excess From Year3	$476,994	ExcessFromYear3Amt
Excess From Year1	$2,008,172	ExcessFromYear1Amt
Excess From Current Year	$1,438	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ZEKE ALENICK	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEREN ZICHRON MOSHE TRUST	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1031 E 26TH ST	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11210	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	GENERAL OPERATING SUPPORT	GrantOrContributionPurposeTxt
Amt	$1,486	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,486	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$90	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	RETURN OF INVESTMENT FEES	Desc
Exclusion	1	ExclusionCd
Exclusion	$42	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$168	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$168	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R & R CHARITABLE TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	185 EAST 85TH ST APT 2C	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10028	ZIPCd

Field	Value	IRS element (for citing)
Short Explanation	DISSOLUTION	ShortExplanationTxt
Dissolution	$0	DissolutionAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	AB GLOBAL BOND FUND CL ADVISOR	BondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	AB CAP FD INC GLBL CORE EQI PORTFOLI	StockNm

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	THE ORGANIZATION HAS BEEN DISSOLVED AS OF 12/31/24.	ExplanationTxt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	RETURN OF INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$42	RevenueAndExpensesPerBooksAmt
Net Investment Income	$42	NetInvestmentIncomeAmt

R & R CHARITABLE TRUST: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

US Address USAddress

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Liquidation Explanation Stmt LiquidationExplanationStmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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