Civic Intelligence

Robert S Bristol Charitable Trust

990PF • Fiscal year 2020 • EIN 02-0488551

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,452,804

Down $34,903 (-1.4%) from 2019

Net Assets

Down

$2,452,804

Down $34,903 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$80,930

Up $16,992 (+27%) from 2019

Expenses

Down

$115,833

Down $2,209 (-1.9%) from 2019

Net Income

Up

-$34,903

Up $19,201 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$2,452,804
Liabilities$0
Net Assets$2,452,804
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$80,930
Expenses$115,833
Net Income-$34,903
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-05-05
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 Appendix342 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt099829
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt099829
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt099829
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
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
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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/Amt090000
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/TotalGrantOrContriPdDurYrAmt090000
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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/AppliedToCurrentYearAmt099829
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099829
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0919
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03393
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02666
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02666
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt224
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07952
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17952
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES-UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES-UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03976
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03976
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17952
TaxesSchedule/TaxesDetail/Amt0998
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0998
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER LEBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032247791
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
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/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/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM D DAVIDSON CPA CSA
ReturnHeader/ReturnTs02021-05-07T07:33:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEBERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,452,804
Liabilities
$0
Net assets
$2,452,804
Revenue
$80,930
Expenses
$115,833
Net income
-$34,903
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
2020Detailed filing. Detailed filing data is available for this year.$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