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R & R CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
R & R CHARITABLE TRUST (EIN 47-2264905)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201621349349102252
Schema version
2015v2.1
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)
Return2016-05-13T12:29:20-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141604297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VANACOREDEBENEDICTUSDIGOVANNI&WEDDELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 RACQUET RDAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A TURTURRO CPAPreparerPersonNm
PTINP00109611PTIN
Phone8455679000PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,068,992FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,752,700ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,493DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,528NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$529,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,202CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,769,782TotalRevAndExpnssAmt
Total Net Invst Incm$14,756TotalNetInvstIncmAmt
Taxes Rev And Expnss$117TaxesRevAndExpnssAmt
Taxes Net Invst Incm$117TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,451OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,451OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,568TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,568TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,350,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,350,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,354,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,568TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,350,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$584,786ExcessRevenueOverExpensesAmt
Net Investment Income$10,188NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,500,000CashBOYAmt
Sav And Temp Cash Invst BOY$181,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$763,267SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$763,267SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$77,210CorporateStockEOYAmt
Corporate Stock EOYFMV$73,228CorporateStockEOYFMVAmt
Corporate Bonds EOY$255,966CorporateBondsEOYAmt
Corporate Bonds EOYFMV$232,497CorporateBondsEOYFMVAmt
Total Assets BOY$1,681,229TotalAssetsBOYAmt
Total Assets EOY$1,096,443TotalAssetsEOYAmt
Total Assets EOYFMV$1,068,992TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,681,229UnrestrictedBOYAmt
Unrestricted EOY$1,096,443UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,681,229TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,096,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,681,229TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,096,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,681,229TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$584,786ExcessRevenueOverExpensesAmt
Subtotal$1,096,443SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,096,443TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,202CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$414,002NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$604,341NetVlNoncharitableAssetsAmt
Net Investment Income Pct$102NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,350,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$102InvestmentIncomeExciseTaxAmt
Subtotal$102SubtotalAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Tax Due$102TaxDueAmt

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

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$488,336AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$125,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$613,544TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$613,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$604,341NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Total Tax$102TotalTaxAmt
Distributable Before Adj$30,115DistributableBeforeAdjAmt
Distributable Before Ded$30,115DistributableBeforeDedAmt
Distributable As Adjusted$30,115DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,350,000ExpensesAndContributionsAmt
Qualifying Distributions$2,350,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$102PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,349,898AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,115DistributableAsAdjustedAmt
Undistributed Income PY$3,346UndistributedIncomePYAmt
Qualifying Distributions$2,350,000QualifyingDistributionsAmt
Applied To Year1$3,346AppliedToYear1Amt
Applied To Current Year$30,115AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,316,539RemainingDistriFromCorpusAmt
Total Corpus$2,316,539TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,316,539ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,316,539ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEVRA SIMCHAS SHABBOS V'YON TOV IN
596 MONTGOMERY STREETBROOKLYNNY11225PCGENERAL OPERATING SUPPORT$5,000
JEWISH LEARNING CTR CHESED CTR
49 WEST 45TH STREETNEW YORKNY10036PCGENERAL OPERATING SUPPORT$10,000
CHEVRA SIMCHAS SHABBOS V'YON TOV IN
596 MONTGOMERY STREETBROOKLYNNY11225PCGENERAL OPERATING SUPPORT$10,000
CHABAD OF WEST ORANGE
CHABAD OF WEST ORANGEWEST ORANGENJ07052PCGENERAL OPERATING SUPPORT$5,000
KEREN HABINYEN BAIS RUCHEL
KEREN HABINYEN BAIS RUCHEBROOKLYNNY11211PCGENERAL OPERATING SUPPORT$350,000
MIKVAH OF CONG YETEV LEV DSAT
212 WILLIAMSBURG STREET EBROOKLYNNY11211PCGENERAL OPERATING SUPPORT$150,000
SHUL OF EGAN
18 ORME COURTSAINT PAULMN55116PCGENERAL OPERATING SUPPORT$10,000
CHEVRA SIMCHAS SHABBOS V'YON TOV IN
596 MONTGOMERY STREETBROOKLYNNY11225PCGENERAL OPERATING SUPPORT$10,000
BAIS CHAYA INC
8100 N UNIVERSITY DRFORT LAUDERDALEFL33321PCGENERAL OPERATING SUPPORT$500,000
BAIS CHAYA ACAD
8100 N UNIVERSITY DRFORT LAUDERDALEFL33321PCGENERAL OPERATING SUPPORT$500,000
CONG YEVET LEV D'SATMAR
5220 NEW UTRECHT AVEBROOKLYNNY11219PCGENERAL OPERATING SUPPORT$400,000
CONG YEVET LEV D'SATMAR
5220 NEW UTRECHT AVEBROOKLYNNY11219PCGENERAL OPERATING SUPPORT$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,350,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,493ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,082ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,082TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHE ZEKE ALENICK CHARTIABLE LEAD TRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JACK ROTHAddressLine1Txt
Address Line2185 E 85TH STREETAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,752,700TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSEE ATTACHED - MORGAN STANLEYAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$523,943GrossSalesPriceAmt
Basis$521,617BasisAmt
Total Net$2,326TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER CENT MID CAP VALUE$22,386$19,762
BARON REAL ESTATE INST$25,920$23,689
DEUTSCHE GLB INFRASTRUCTURE$26,106$21,936
INVESCO SMALL CAP VALUE$21,695$17,817
JP MORGAN EQUITY INC SEL$20,959$19,770
JP MORGAN INTREPID GROWTH$25,071$25,121
LOOMIS SAYLES CORE PLUS BD$36,631$34,071
LORD ABBETT INTL DIVND INC$25,260$21,265
MAINSTAY US EQUITY OPPORT$15,443$15,300
OAKMARK$15,348$14,370
PRINCIPAL MIDCAP P$21,147$19,396

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TR VALUE LN$5,134$5,039
FIRST TRUST IPOX 100$4,935$4,857
GUGGENHEIM S&P 500 EQU$5,054$4,752
ISHARES RUSSELL 2000 GRWTH ETF$4,971$4,736
PIMCO INV GRADE CORP BD$15,628$14,847
POWERSH DWA TECH LEAD$5,063$4,923
POWERSHARES ETF TR II BUILD$15,815$15,191
SPDR BARCLAYS CAPITAL HIGH$5,127$4,408
WISDOM TREE MID CAP DIV$5,164$4,831
WISDOM TREE SMALL CAP DIV FUND$5,174$4,740
WISDOMTREE TR HIGH DIV$5,145$4,904

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$4,283$4,283
BANK FEES$168$168

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$117Amt
Net Investment Income$117NetInvestmentIncomeAmt

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