Civic Intelligence

Robert S Bristol Charitable Trust

990PF • Fiscal year 2019 • EIN 02-0488551

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-85%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,487,707

Down $54,104 (-2.1%) from 2018

Net Assets

Down

$2,487,707

Down $54,104 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$63,938

Down $162,359 (-72%) from 2018

Expenses

Up

$118,042

Up $27,686 (+31%) from 2018

Net Income

Down

-$54,104

Down $190,045 (-140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2019

Assets$2,487,707
Liabilities$0
Net Assets$2,487,707
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

2019

Revenue$63,938
Expenses$118,042
Net Income-$54,104
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER LEBERMANTrustee-$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
Peter Leberman
Title
Trustee
Phone
6032247791
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Davidson & Stone Pllc
Address
1 PILLSBURY ST STE 100, CONCORD, NH 03301-4140
Preparer
Adam D Davidson CPA Csa
Phone
6032230037
Raw XML Appendix334 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0UPTON HATFIELD LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1090
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CONCORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd003302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06032247791
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO STANDARD FORM REQUIRED
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/Amt082575
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
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082575
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/AppliedToCurrentYearAmt092792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03393
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096185
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03393
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03393
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE OF NH FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LAND MAINTAINENCE-REF
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05760
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1255
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3616
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05760
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07158
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES-UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES-UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17160
TaxesSchedule/TaxesDetail/Amt01036
TaxesSchedule/TaxesDetail/Amt16757
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16757
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER LEBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032247791
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
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/AtSubmissionCreationDeviceId0A05B4A228ACB92F9001ED8A38986E45A6DD616EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA14E73015F5B6489E8BE8B61A05E481592F47A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.195.43.201
ReturnHeader/FilingSecurityInformation/IPDt02020-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:27:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223865956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON & STONE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PILLSBURY ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0033014140
ReturnHeader/PreparerPersonGrp/PhoneNum06032230037
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM D DAVIDSON CPA CSA
ReturnHeader/ReturnTs02020-07-08T11:27:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,487,707
Liabilities
$0
Net assets
$2,487,707
Revenue
$63,938
Expenses
$118,042
Net income
-$54,104
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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