Civic Intelligence

Robert S Bristol Charitable Trust

990PF • Fiscal year 2017 • EIN 02-0488551

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

PO Box 1090Concord, NH 03302

(603) 224-7791

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$2,405,870

Down $12,548 (-0.5%) from 2016

Net Assets

Down

$2,405,870

Down $12,548 (-0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$96,155

Up $106,347 (+1043%) from 2016

Expenses

Up

$108,703

Up $6,226 (+6.1%) from 2016

Net Income

Up

-$12,548

Up $100,121 (+89%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,249,566Liabilities 2011: $0Net Assets 2011: $2,249,5662011Assets 2012: $2,266,260Liabilities 2012: $0Net Assets 2012: $2,266,2602012Assets 2013: $2,616,584Liabilities 2013: $0Net Assets 2013: $2,616,5842013Assets 2014: $2,579,183Liabilities 2014: $0Net Assets 2014: $2,579,1832014Assets 2015: $2,531,087Liabilities 2015: $0Net Assets 2015: $2,531,0872015Assets 2016: $2,418,418Liabilities 2016: $0Net Assets 2016: $2,418,4182016Assets 2017: $2,405,870Liabilities 2017: $0Net Assets 2017: $2,405,8702017Assets 2018: $2,541,811Liabilities 2018: $0Net Assets 2018: $2,541,8112018Assets 2019: $2,487,707Liabilities 2019: $0Net Assets 2019: $2,487,7072019Assets 2020: $2,452,804Liabilities 2020: $0Net Assets 2020: $2,452,8042020Assets 2021: $2,480,424Liabilities 2021: $0Net Assets 2021: $2,480,4242021Assets 2022: $2,441,151Liabilities 2022: $0Net Assets 2022: $2,441,1512022Assets 2023: $2,425,232Liabilities 2023: $0Net Assets 2023: $2,425,2322023Assets 2024: $2,349,483Liabilities 2024: $0Net Assets 2024: $2,349,4832024

Highlighted filing

2017

Assets$2,405,870
Liabilities$0
Net Assets$2,405,870

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $103,8742011Expenses 2012: $103,8412012Revenue 2013: $455,413Expenses 2013: $103,482Net Income 2013: $351,9312013Revenue 2014: $66,948Expenses 2014: $104,361Net Income 2014: -$37,4132014Revenue 2015: $55,610Expenses 2015: $103,706Net Income 2015: -$48,0962015Revenue 2016: -$10,192Expenses 2016: $102,477Net Income 2016: -$112,6692016Revenue 2017: $96,155Expenses 2017: $108,703Net Income 2017: -$12,5482017Revenue 2018: $226,297Expenses 2018: $90,356Net Income 2018: $135,9412018Revenue 2019: $63,938Expenses 2019: $118,042Net Income 2019: -$54,1042019Revenue 2020: $80,930Expenses 2020: $115,833Net Income 2020: -$34,9032020Revenue 2021: $155,418Expenses 2021: $127,798Net Income 2021: $27,6202021Revenue 2022: $81,993Expenses 2022: $121,266Net Income 2022: -$39,2732022Revenue 2023: $100,036Expenses 2023: $115,955Net Income 2023: -$15,9192023Revenue 2024: $64,813Expenses 2024: $140,562Net Income 2024: -$75,7492024

Highlighted filing

2017

Revenue$96,155
Expenses$108,703
Net Income-$12,548
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY RICHARDSON TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert S Bristol Charitable Trust
EIN
02-0488551
Phone
6032247791
Address
PO BOX 1090, CONCORD, NH 03302

Signing Officer

Name
Gary Richardson Trustee
Title
Trustee
Phone
6032247791
Signed
2018-04-27

Preparer

Firm
Mason & Rich Pa
Address
6 BICENTENNIAL SQ, CONCORD, NH 03301-4058
Preparer
Pollyanna King CPA Mst
Phone
6032242000
Raw XML Appendix356 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0UPTON HATFIELD LLP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06032247791
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1090
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd003302
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO CHARITABLE ORGANIZATIONS OF SIMILAR PURPOSE AND HISTORICAL PRESERVATION PROJECTS IN THE TOWN OF SUTTON, NH.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt083455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MUSTERFIELD FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH SUTTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003260
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083455
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020680
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074179
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092179
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094859
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt071499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074179
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0171272
LandEtcSchedule2/LandEtcGrp/BookValueAmt0794758
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COTTAGE, FURNISHINGS & LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0966030
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0966030
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0127475
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt28509
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt32500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FURNITURE & FURNISHINGS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1HENRY W LONGFELLOW LETTER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2JEWELRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3RARE BOOKS, MAP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0127475
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt28509
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt32500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0127475
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt28509
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt32500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROBATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NH ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE (PROBATE BOND)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TIMBER HARVEST - LOGGER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SETTLEMENT PROCEEDS - BOA
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TIMBER CUT PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt056
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19276
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt056
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEES - UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05036
TaxesSchedule/TaxesDetail/Amt0635
TaxesSchedule/TaxesDetail/Amt11322
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TOWN OF SUTTON - TIMBER YIELD TA
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0635
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11322
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY RICHARDSON TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032247791
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT S BRISTOL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O UPTON & HATFIELD LLP
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0020488551
ReturnHeader/Filer/PhoneNum06032247791
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1090
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C31914D14227F922A304343564BDD21D837880E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0545B3C1728DF7EAA954E4E5DCC8DD22305F75A38
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.140.209.2
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:57:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020365196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASON & RICH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 BICENTENNIAL SQ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0033014058
ReturnHeader/PreparerPersonGrp/PhoneNum06032242000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0POLLYANNA KING CPA MST
ReturnHeader/ReturnTs02018-05-14T07:57:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.06$0.14$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.10$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.12$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.16$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.08$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.06$0.12$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.23$0.09$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.10$0.11$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.01$0.10$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.06$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.07$0.10$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.46$0.10$0.35
2012Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.10
Peer Organizations

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