Richard T Hall Trust Fbo Dowd Sh A in Concord, New Hampshire (NH)

Richard T Hall Trust Fbo Dowd Sh A
Employer Identification Number (EIN)	900103019
Name of Organization	Richard T Hall Trust Fbo Dowd Sh A
In Care of Name	Charter Trust Co
Address	90 N Main St, Concord, NH 03301-4915
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$3,061,460
Amount of Income	$818,194
Form 990 Revenue Amount	$197,107

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$263,205	$263,205	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$29,276
Dividends and interest from securities	$62,939
Gross rents	$0
Gross sales price for all assets	$725,963
Gross profit from sales of goods	$0
Other income	$16
Other	$170,974
Total expenses and disbursements	$216,703	$29,358	$0	$185,823
Compensation of officers, directors, trustees, etc.	$56,116
Pension plans, employee benefits	$0
Legal fees	$250
Accounting fees	$2,650
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$64,189	$29,358		$33,309
Contributions, gifts, grants paid	$152,514
Excess of revenue over expenses and disbursements	$46,502
Net investment income		$233,847
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$3,077,155	$3,650,976	$3,015,999	$3,790,737	$3,061,460	$4,159,085
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$321,338		$115,362		$99,381
Investments-corporate stock	$2,165,030		$2,225,692		$2,492,207
Investments-corporate bonds	$484,540		$484,540		$359,044
Investments-mortgage loans	$0		$0		$0
Investments-other	$61,470		$61,260		$61,050
Other assets			$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$3,077,155		$3,015,999		$3,061,460

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$85,948	$41,455	$170,974
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$3,385	$2,442	$4,677
Total credits and payments	$2,600	$3,400	$2,480
Current year estimated tax payments and previous year's overpayment credited to current year	$2,600	$3,400	$2,480
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$2,197
Overpayment		$958	$0
Amount to be credited to next year's estimated tax	$0	$958	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		Yes	Yes

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$3,700,250	$3,803,686	$3,996,428
Net value of noncharitable-use assets		$3,746,631	$3,936,482
Minimum investment return	$182,237	$187,332	$196,824

	2011	2012	2013
Distributable Amount
Distributable amount	$178,852	$184,890	$192,147

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$178,852	$184,890	$192,147
Undistributed income for this year. This amount must be distributed in the next year	$145,819	$152,514	$158,838

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$29,276	$0
Dividends and interest from securities	$62,939	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Richard T Hall Trust Fbo Dowd Sh A to others? (optional)

Yes

Add photo of Richard T Hall Trust Fbo Dowd Sh A (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.118.166.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Family Promise Of Greater Concord Inc in Concord, NH
Concord Female Charitable Society, Bank Of Nh in Concord, NH
Plymouth Area Community Closet in Plymouth, NH
Dover Womenaid in Dover, NH
Clf Equestrian Team in New Durham, NH
The Area Choir Inc in Newport, NH
Wounded Warriors At 45 North in Pittsburg, NH
Yogacaps Inc in Merrimack, NH
Friends Of The Milton Free Public Library Inc in Milton Mills, NH
International Minority Hub in Manchester, NH

Recently Added Reviews

Family Promise Of Greater Concord Inc in Concord, NH

Concord Female Charitable Society, Bank Of Nh in Concord, NH

Plymouth Area Community Closet in Plymouth, NH

Dover Womenaid in Dover, NH

Clf Equestrian Team in New Durham, NH

The Area Choir Inc in Newport, NH

Wounded Warriors At 45 North in Pittsburg, NH

Yogacaps Inc in Merrimack, NH

Friends Of The Milton Free Public Library Inc in Milton Mills, NH

International Minority Hub in Manchester, NH

Id	Name	Address	State	Established	Total Income
Other organizations in New Hampshire
1	Research Institute For Waldorf Education Inc	PO BOX 307, Wilton, NH 03086-0307	NH	2001-10	$163,650
2	Rest For The Nations Ministries	P O Box 3601, Concord, NH 03302-3601	NH	2014-01	$0
3	New Hampshire Retail Association	48 Grandview Rd Ste 2, Bow, NH 03304-3406	NH	1967-06	$911,387
4	Retired Enlisted Association, 35 Trea Chapter	PO BOX 327, Greenland, NH 03840-0327	NH	1967-11	$461
5	Revels North Inc	PO BOX 415, Hanover, NH 03755-0415	NH	1987-03	$172,998
6	Rhonda Hogan Uwo Trust, Daniel J Harkinson Ttee	89 Charles St, Rochester, NH 03867-3414	NH		$31,644
7	Riblet Foundation Trust	52 Pine Needle Lane, Melvin Village, NH 03850	NH	1959-04	$220,919
8	Richard And Avone Thielen Fam Foundation Tr, Thielen Richard N Ttee	PO BOX 403, Sunapee, NH 03782-0403	NH	1999-12	$81,983
9	Richard C Stillman Foundation For Adoption Inc	64 Greensboro Rd, Hanover, NH 03755-3101	NH	1997-10	$6,071
10	Richard D Mcdonough Caddie Scholarship Foundation	61 North Street, Manchester, NH 03104-3029	NH	1956-03	$175,771
11	Richard T Hall Trust Fbo Dowd Sh A	90 N Main St, Concord, NH 03301-4915	NH		$818,194
12	Richard T Hall Trust Fbo Young Share C	PO BOX 2530, Concord, NH 03302-2530	NH		$488,498
13	Richards Free Library	58 N Main St, Newport, NH 03773-1543	NH	1951-05	$840,046
14	Richie Mcfarland Childrens Center	11 Sandy Point Rd, Stratham, NH 03885-2121	NH	1972-04	$1,032,190
15	Right To Life Committee Of New Hampshire	Po Box 421, Merrimack, NH 03054-0421	NH	1984-05	$0
16	Rimmon Club Inc	595 Dubuque St, Manchester, NH 03102-3133	NH	2004-01	$188,465
17	Rimmon Heights	513 Rimmon St, Manchester, NH 03102-3550	NH	2009-08	$5,370
18	Rindge Athlectic Mens Social Club	Po Box 880, Rindge, NH 03461	NH	1997-01	$3,793
19	Rindge Historical Society	PO BOX 543, Rindge, NH 03461-0543	NH	1974-07	$530,522
20	Rindge Veterans Association	PO BOX 723, Rindge, NH 03461	NH	2004-08	$0

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Richard T Hall Trust Fbo Dowd Sh A and has no official or unofficial affiliation with Richard T Hall Trust Fbo Dowd Sh A