Robert S Bristol Charitable Tr, Richardson Gary B Ttee in Concord, New Hampshire (NH)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Robert S Bristol Charitable Tr, Richardson Gary B Ttee | |
| Employer Identification Number (EIN) | 020488551 |
| Name of Organization | Robert S Bristol Charitable Tr |
| Secondary Name | Richardson Gary B Ttee |
| Address | PO BOX 1090, Concord, NH 03302-1090 |
| Activities | Historical site, records or reenactment, Museum, zoo, planetarium, etc., Other farming and related activities |
| Subsection | Educational Organization |
| Ruling Date | 06/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,616,584 |
| Amount of Income | $2,043,627 |
| Form 990 Revenue Amount | $214,295 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: |
Non-representatives - add comments:
Amount of income in 2013: $2,043,627 (it was $525,700 in 2012)
| This organization: | $2,043,627 |
| Other organizations performing similar types of work: | $168,548 |
Assets in 2013: $2,616,584 (it was $2,266,260 in 2012)
| This organization: | $2,616,584 |
| Other organizations performing similar types of work: | $659,643 |
Expenses in 2012: $103,841
| This organization: | $103,841 |
| Other organizations performing similar types of work: | $121,005 |
Income to expenses ratio in 2012: 19.7
| This organization: | 19.7 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 50.1% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $120,539 | $120,539 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $14 | |||
| Dividends and interest from securities | $33,996 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $86,529 | |||
| Total expenses and disbursements | $103,841 | $23,091 | $0 | $73,281 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $40,153 | $23,091 | $9,593 | |
| Contributions, gifts, grants paid | $63,688 | |||
| Excess of revenue over expenses and disbursements | $16,698 | |||
| Net investment income | $97,448 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,266,260 | $2,700,439 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,134,895 | |
| Investments-corporate bonds | $47,210 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,084,155 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,266,260 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $86,529 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,949 |
| Total credits and payments | $3,800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,800 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,851 |
| Amount to be credited to 2013 estimated tax | $1,851 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,608,686 |
| Net value of noncharitable-use assets | $1,584,560 |
| Minimum investment return | $79,228 |
| Distributable Amount (for 2012) | |
| Distributable amount | $77,279 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $77,279 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $67,686 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | White House Historical Association | 740 Jackson Place Nw, Washington, DC 20006 | DC | 1963-04 | $18,153,956 |
| 2 | The Womans Exchange, Herman Grima & Gallier His Houses | 818 Saint Louis St, New Orleans, LA 70112-3416 | LA | 1937-05 | $6,566,431 |
| 3 | The Lynnwood Foundation | 400 Hermitage Rd, Charlotte, NC 28207-1842 | NC | 1996-12 | $5,621,651 |
| 4 | Texas State Historical Association, University Station | 1400 W Highland St Stovall Hall No, Denton, TX 76203 | TX | 1942-12 | $4,034,378 |
| 5 | United States Capitol Historical Society | 200 Maryland Ave Ne Suite 403, Washington, DC 20002-5724 | DC | 1962-10 | $3,337,278 |
| 6 | Royal Oak Foundation Inc | 35 W 35th St Rm 1200, New York, NY 10001-2205 | NY | 1974-01 | $3,232,957 |
| 7 | The George Washington Foundation | 1201 Washington Ave, Fredericksbrg, VA 22401-3747 | VA | 1931-12 | $2,980,617 |
| 8 | Robert S Bristol Charitable Tr, Richardson Gary B Ttee | PO BOX 1090, Concord, NH 03302-1090 | NH | 1997-06 | $2,043,627 |
| 9 | Historic Harrisville Inc | PO BOX 79, Harrisville, NH 03450-0079 | NH | 1971-12 | $1,211,647 |
| 10 | Historical Society Of Cheshire Cty | PO BOX 803, Keene, NH 03431-0803 | NH | 1959-10 | $1,044,602 |
| 11 | Lake Winnipesaukee Historical Society | PO BOX 5458, Laconia, NH 03247-5458 | NH | 1997-06 | $545,481 |
| 12 | Exeter Historical Society | 47 Front St, Exeter, NH 03833-2707 | NH | 1963-03 | $387,359 |
| 13 | Warner House Association | PO BOX 895, Portsmouth, NH 03802-0895 | NH | 1934-06 | $318,665 |
| 14 | Peterborough Historical Soc | PO BOX 58, Peterborough, NH 03458-0058 | NH | 1942-09 | $168,880 |
| 15 | Auburn Historical Association | 102 Hooksett Road, Auburn, NH 03032 | NH | 1995-09 | $0 |
| 16 | East Derry Village Improvement Society | Po Box 131, East Derry, NH 03041-0131 | NH | 1995-01 | $0 |
| 17 | Groton Historical Society C/O Debra E Lindsey | Po Box 50, Rumney, NH 03266 | NH | 1995-10 | $0 |
| 18 | Moultonborough Historical Society Inc | P O Box 659, Moultonborough, NH 03254 | NH | 1995-06 | $0 |
| 19 | Newfields Historical Society | Po Box 126, Newfields, NH 03856 | NH | 1996-12 | $0 |
| 20 | Rabbit Ear Films | Po Box 714, Fitzwilliam, NH 03447 | NH | 1996-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,630 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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