Civic Intelligence

R & R Charitable Trust

990PF • Fiscal year 2018 • EIN 47-2264905

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 26, 2019

Organization Profile
330 Crans Mill RoadPine Bush, NY 12566

(845) 341-0002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

94%

Faster asset growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$480,088

Up $233,011 (+94%) from 2017

Net Assets

Up

$480,088

Up $233,011 (+94%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$234,680

Up $72,035 (+44%) from 2017

Expenses

Down

$1,669

Down $262,685 (-99%) from 2017

Net Income

Up

$233,011

Up $334,720 (+329%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,681,229Liabilities 2014: $02014Assets 2015: $1,096,443Liabilities 2015: $0Net Assets 2015: $1,096,4432015Assets 2016: $348,786Liabilities 2016: $0Net Assets 2016: $348,7862016Assets 2017: $247,077Liabilities 2017: $0Net Assets 2017: $247,0772017Assets 2018: $480,088Liabilities 2018: $0Net Assets 2018: $480,0882018Assets 2019: $463,476Liabilities 2019: $0Net Assets 2019: $463,4762019Assets 2020: $477,079Liabilities 2020: $0Net Assets 2020: $477,0792020Assets 2021: $98,687Liabilities 2021: $0Net Assets 2021: $98,6872021Assets 2022: $1,123,328Liabilities 2022: $0Net Assets 2022: $1,123,3282022Assets 2023: $1,318Liabilities 2023: $0Net Assets 2023: $1,3182023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$480,088
Liabilities$0
Net Assets$480,088
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $1,681,229Expenses 2014: $0Net Income 2014: $1,681,2292014Revenue 2015: $1,769,782Expenses 2015: $2,354,568Net Income 2015: -$584,7862015Revenue 2016: $1,242,698Expenses 2016: $1,990,355Net Income 2016: -$747,6572016Revenue 2017: $162,645Expenses 2017: $264,354Net Income 2017: -$101,7092017Revenue 2018: $234,680Expenses 2018: $1,669Net Income 2018: $233,0112018Revenue 2019: $19,724Expenses 2019: $36,336Net Income 2019: -$16,6122019Revenue 2020: $14,530Expenses 2020: $927Net Income 2020: $13,6032020Revenue 2021: $122,659Expenses 2021: $501,051Net Income 2021: -$378,3922021Revenue 2022: $1,024,917Expenses 2022: $276Net Income 2022: $1,024,6412022Revenue 2023: $904,564Expenses 2023: $2,026,574Net Income 2023: -$1,122,0102023Revenue 2024: $168Expenses 2024: $1,486Net Income 2024: -$1,3182024

Highlighted filing

2018

Revenue$234,680
Expenses$1,669
Net Income$233,011
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZEKE ALENICKTrusteePT$0--
MICHAEL EHRENBERGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
R & R Charitable Trust
EIN
47-2264905
Phone
8453410002
Address
330 CRANS MILL ROAD, PINE BUSH, NY 12566

Signing Officer

Name
Zeke Alenick
Title
Trustee
Phone
8453410002
Signed
2019-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Rbt Cpas Llp
Address
11 RACQUET RD, NEWBURGH, NY 12550
Preparer
Michael a Turturro CPA
Phone
8455679000
Raw XML Appendix301 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt032200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214664
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1227765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK MUNI 2030 TGT TRM
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0148
IRS990PF/FMVAssetsEOYAmt0485553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0110656
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0135160
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01127
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276713
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04168
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013684
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ZEKE ALENICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PINEBUSH
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL EHRENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PINEBUSH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012566
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ZEKE ALENICK
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0246692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01967237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02316539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04517932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0246692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01967237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02304003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04517932
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04530468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE ZEKE ALENICK CHARITABLE LEAD TR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O JACK ROTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0185 E 85TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010028
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0225500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0457
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0457
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
TaxesSchedule/TaxesDetail/Amt0168
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0168
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZEKE ALENICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453410002
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R & R CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0R&RC
ReturnHeader/Filer/EIN0472264905
ReturnHeader/Filer/PhoneNum08453410002
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 CRANS MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0PINE BUSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012566
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5FFAABF7677E596AC92F639A58D6F6C0090D0CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028BF8C8D65C1D1D1E335753B01B84F9318E1BAAF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.169.2.122
ReturnHeader/FilingSecurityInformation/IPDt02019-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:16:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141604297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBT CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 RACQUET RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455679000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A TURTURRO CPA
ReturnHeader/ReturnTs02019-09-27T15:16:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,088
Liabilities
$0
Net assets
$480,088
Revenue
$234,680
Expenses
$1,669
Net income
$233,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.90$2.03$1.12
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.02$0.00$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.12$0.50$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.01$0.00$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.23$0.00$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.16$0.26$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.24$1.99$0.75
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$1.77$2.35$0.58
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.00$1.68