Civic Intelligence

Robert S Bristol Charitable Trust

990PF • Fiscal year 2018 • EIN 02-0488551

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

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

67th percentile

5.7%

Faster asset growth than 67% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

135%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,541,811

Up $135,941 (+5.7%) from 2017

Net Assets

Up

$2,541,811

Up $135,941 (+5.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin92nd percentile

Revenue

Up

$226,297

Up $130,142 (+135%) from 2017

Expenses

Down

$90,356

Down $18,347 (-17%) from 2017

Net Income

Up

$135,941

Up $148,489 (+1183%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2018

Assets$2,541,811
Liabilities$0
Net Assets$2,541,811
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$226,297
Expenses$90,356
Net Income$135,941
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

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
2019-04-26

Preparer

Firm
Mason & Rich Pa
Address
6 BICENTENNIAL SQ, CONCORD, NH 03301-4058
Preparer
Pollyanna King CPA Mst
Phone
6032242000
Raw XML Appendix324 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/Amt15074
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES-M&R
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1PROBATE REPORTING - UPTON
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0800
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12537
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt12537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01559277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01713794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt045673
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0180457
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0164
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0226297
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0226297
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0180457
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt071499
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt071499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045673
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0135941
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0578676
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0180457
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0216844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07614
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02309
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt090356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0226297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0226297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1352446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1177330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1177330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1529776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD FUNDS - SHORT TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD FUNDS - LONG TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0180457
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03090
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0135941
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02541811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02405870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02541811
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt091979
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt091979
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt091979
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096316
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04337
IRS990PF/DistributableAmountGrp/TotalTaxAmt04337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0880
IRS990PF/FMVAssetsEOYAmt02867600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0171272
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0966030
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0794758
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0794758
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0966030
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0138734
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0138734
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0138734
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01411695
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01559277
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01713794
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02405870
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02541811
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt060683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt049042
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt049042
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02405870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02541811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02867600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02405870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02541811
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02405870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02541811
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01955651
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123143
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01832508
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029335
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096316
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01926316
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01955651
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY RICHARDSON TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O UPTON HATFIELD PO BOX 1090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0033021090
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt092748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt094916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt094019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt090584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt088020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt076759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01926316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01860389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01720387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01783068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01811606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01701566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt080903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240739
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt080903
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt080903
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt080903
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/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/Amt071499
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/TotalGrantOrContriPdDurYrAmt071499
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/AppliedToCurrentYearAmt09404
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt071499
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091979
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080903
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt082575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt071499
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/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SETTLEMENT PROCEEDS - BOA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0164
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03807
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13807
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEES - UPTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01904
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11904
TaxesSchedule/TaxesDetail/Amt0954
TaxesSchedule/TaxesDetail/Amt11355
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0954
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11355
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY RICHARDSON TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032247791
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-26
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/AtSubmissionCreationDeviceId0545B3C1728DF7EAA954E4E5DCC8DD22305F75A38
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5BF4D4BE4651635CF1952BEC6C017AA5A5C3244
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.107.210.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:02:27
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/PreparationDt02019-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0POLLYANNA KING CPA MST
ReturnHeader/ReturnTs02019-05-08T13:02:27-05:00
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
$2,541,811
Liabilities
$0
Net assets
$2,541,811
Revenue
$226,297
Expenses
$90,356
Net income
$135,941
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
2018Detailed filing. Detailed filing data is available for this year.$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