RICHARD T HALL TRUST FBO DOWD SH A: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD T HALL TRUST FBO DOWD SH A (EIN 90-0103019)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-05
- IRS object ID
- 201501259349100720
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-05T09:50:15-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412243136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREW & WELLS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 NORTH SPRING ST SUITE 100 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900103019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD T HALL TR FBO DOWD SHARE A | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARTER TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6032241350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NORTH MAIN ST | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTA MCCARTHY | PersonNm |
| Person Title | VP, CHARTER TRUST CO | PersonTitleTxt |
| Phone | 6032241350 | PhoneNum |
| Signature | 2015-04-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN M CAREW | PreparerPersonNm |
| PTIN | P00399595 | PTIN |
| Phone | 6032243950 | PhoneNum |
| Preparation | 2015-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $5,866,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,102,245 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,229,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,354 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,738 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,616 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,735 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,838 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,838 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $998,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,841 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,381 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $44,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $48,052 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,492,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,443,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,224,511 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $359,044 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $440,460 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $456,845 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,050 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,061,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,059,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,866,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,061,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,059,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,061,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,059,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,061,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,059,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,061,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $998,580 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,060,040 | SubtotalAmt |
| Other Decreases | $308 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,059,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED CHARTER TRUST 3545 | P | 2014-01-01 | 2014-12-31 | $28,855 | $26,193 | $2,662 | $2,662 |
| SEE ATTACHED CHARTER TRUST 3545 | P | 2013-01-01 | 2014-12-31 | $89,649 | $72,734 | $16,915 | $16,915 |
| SEE ATTACHED CHARTER TRUST 3545 | P | 2013-01-01 | 2014-12-31 | $17,687 | $10,151 | $7,536 | $7,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,200 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,662 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,936,482 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,746,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047561 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,644,746 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,487,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047256 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,284,920 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058310 | DistributionYr5Rt |
| Total Distribution | 0.248795 | TotalDistributionRt |
| Average Distribution | 0.049759 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,266,073 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,038 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,925 | SubtotalAmt |
| Tax Based On Investment Income | $1,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,755 | OverpaymentAmt |
| Applied To ES Tax | $1,960 | AppliedToESTaxAmt |
| Refund | $795 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARTER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6032241350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NORTH MAIN STREET | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES P HALL | ||||||||
| 25 FLETCHER STREET | CHELMSFORD | MA | 01824 | CO-FIDUCIARY | 0.25 | $30,274 | $0 | $0 |
| CHARTER TRUST COMPANY | ||||||||
| 90 NORTH MAIN STREET | CONCORD | NH | 03301 | CO-FIDUCIARY | 1.50 | $28,080 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,284,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,331,039 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,331,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,266,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,925 | TotalTaxAmt |
| Distributable Before Adj | $211,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,038 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $193,038 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $193,038 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,838 | UndistributedIncomePYAmt |
| Qualifying Distributions | $193,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,838 | AppliedToYear1Amt |
| Applied To Current Year | $34,200 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $177,179 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST KATHERINE DREXEL PARIS | ||||||
| PO BOX 180 | WOLFEBORO | NH | 03894 | PUBLIC CHARI | PARISH OPERATIONS | $9,927 |
| ST JOSEPH WORKER SHRINE | ||||||
| 37 LEE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | GENERAL OPERATIONS | $9,927 |
| REGIS COLLEGE | ||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | PUBLIC CHARI | GENERAL OPERATIONS | $9,927 |
| ROMAN CATHOLIC DIOCESE NH | ||||||
| PO BOX 310 | MANCHESTER | NH | 03165 | PUBLIC CHARI | CATHOLIC CHILDREN | $19,855 |
| GUEST HOUSE INC | ||||||
| 1601 JOSLYN ROAD | LAKE ORION | MI | 48360 | PUBLIC CHARI | GENERAL OPERATIONS | $19,855 |
| TOWN OF DRACUT SCHOOL SYS | ||||||
| 2063 LAKE AVENUE | DRACUT | MA | 01826 | PUBLIC CHARI | SCHOOL SYSTEM OR CHILDREN | $9,927 |
| ST MICHAEL PARISH | ||||||
| 543 BRIDGE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | GRAMMAR SCHOOL - GENERAL OPERATIONS | $19,855 |
| SHRINERS HOSPITAL-BOSTON | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PUBLIC CHARI | BURN INSTITUTE - GENERAL OPERATIONS | $19,855 |
| SHRINERS HOSPITAL-SPRINGF | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PUBLIC CHARI | CRIPPLED CHILDREN - GEN OPERATIONS | $19,855 |
| OUR SAVIOR LUTHERAN CHURCH | ||||||
| 5 SUMMER ST | HANOVER | NH | 03755 | PUBLIC CHARI | BENEFIT DESERVING CHILDREN | $19,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,838 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,583 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE RICHARD T HALL TR FBO HALL SH B | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHARTER TRUST 90 N MAIN ST | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,102,245 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (63 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 510 SHS ABBOTT LABS | $10,575 | 2014-12-19 |
| 1 | 600 SHS COCA COLA CO | $20,042 | 2014-12-19 |
| 1 | 130 SHS EXXON MOBIL CORP | $5,533 | 2014-12-19 |
| 1 | 80000 SHS GENERAL ELEC CAP COR | $81,416 | 2014-12-19 |
| 1 | 5 SHS GOOGLE INC CLASS C | $2,142 | 2014-12-19 |
| 1 | 225 SHS ISHARES CORE US AGGR BD | $22,896 | 2014-12-19 |
| 1 | 230 SHS ISHARES CORE US AGGR BD | $24,835 | 2014-12-19 |
| 1 | 200 SHS MASTERCARD INC | $10,943 | 2014-12-19 |
| 1 | 650 SHS ORACLE CORPORATION | $14,853 | 2014-12-19 |
| 1 | 300 SHS QUALCOMM INC | $19,179 | 2014-12-19 |
| 1 | 95 SHS WAL-MART STORES INC | $5,104 | 2014-12-19 |
| 1 | 510 SHS ABBVIE INC | $11,467 | 2014-12-19 |
| 1 | 400 SHS COLGATE PALMOLIVE CO | $24,054 | 2014-12-19 |
| 1 | 140 SHS EXXON MOBIL CORP | $5,872 | 2014-12-19 |
| 1 | 420 SHS GENERAL MLS INC | $13,295 | 2014-12-19 |
| 1 | 81.25 SHS HALYARD HEALTH INC | $1,891 | 2014-12-19 |
| 1 | 185 SHS ISHARES CORE US AGGR BD | $19,481 | 2014-12-19 |
| 1 | 260 SHS ISHARES CORE US AGGR BD | $27,953 | 2014-12-19 |
| 1 | 160 SHS MCDONALDS CORP | $15,645 | 2014-12-19 |
| 1 | 120 SHS PEPSICO | $5,855 | 2014-12-19 |
| 1 | 260 SHS SIGMA ALDRICH CORP | $12,776 | 2014-12-19 |
| 1 | 95 SHS WAL-MART STORES INC | $5,117 | 2014-12-19 |
| 1 | 30 SHS AMAZON.COM INC | $2,080 | 2014-12-19 |
| 1 | 400 SHS DANAHER CORP | $10,925 | 2014-12-19 |
| 1 | 60 SHS EXXON MOBIL CORP | $5,354 | 2014-12-19 |
| 1 | 140 SHS GOLDMAN SACHS GROUP | $20,807 | 2014-12-19 |
| 1 | 25 SHS HALYARD HEALTH INC | $865 | 2014-12-19 |
| 1 | 780 SHS ISHARES CORE US AGGR BD | $81,487 | 2014-12-19 |
| 1 | 700 SHS ISHARES IBOXX INVEST GRD | $72,527 | 2014-12-19 |
| 1 | 600 SHS MICROSOFT CORP | $20,094 | 2014-12-19 |
| 1 | 120 SHS PEPSICO | $5,441 | 2014-12-19 |
| 1 | 60 SHS SIGMA ALDRICH CORP | $4,739 | 2014-12-19 |
| 1 | 110 SHS WAL-MART STORES INC | $5,500 | 2014-12-19 |
| 1 | 350 SHS APPLE COMPUTER INC | $2,149 | 2014-12-19 |
| 1 | 220 SHS EBAY INC | $11,818 | 2014-12-19 |
| 1 | 6833.67 SHS FHLMC GD PL | $6,782 | 2014-12-19 |
| 1 | 20 SHS GOOGLE INC CLASS A | $7,229 | 2014-12-19 |
| 1 | 225 SHS ISHARES BARCLAYS TIPS BD | $22,878 | 2014-12-19 |
| 1 | 500 SHS ISHARES CORE US AGGR BD | $53,683 | 2014-12-19 |
| 1 | 540 SHS ISHARES S&P SMCP 600 INX | $33,729 | 2014-12-19 |
| 1 | 280 SHS NESTLE SA SPONS ADR | $15,540 | 2014-12-19 |
| 1 | 110 SHS PEPSICO | $4,936 | 2014-12-19 |
| 1 | 340 SHS STATE STR CORP | $20,240 | 2014-12-19 |
| 1 | 460 SHS BERKSHIRE HATHAWAY INC | $25,706 | 2014-12-19 |
| 1 | 180 SHS EBAY INC | $10,602 | 2014-12-19 |
| 1 | 836.1 SHS FHLMC POOL | $845 | 2014-12-19 |
| 1 | 5 SHS GOOGLE INC CLASS A | $2,136 | 2014-12-19 |
| 1 | 285 SHS ISHARES BARCLAYS TIPS BD | $30,560 | 2014-12-19 |
| 1 | 350 SHS ISHARES CORE US AGGR BD | $37,351 | 2014-12-19 |
| 1 | 430 SHS JOHNSON & JOHNSON | $21,049 | 2014-12-19 |
| 1 | 360 SHS NIKE INC CLASS B | $8,012 | 2014-12-19 |
| 1 | 200 SHS PROCTOR & GAMBLE CO | $13,066 | 2014-12-19 |
| 1 | 280 SHS UNITED TECHNOLOGIES CORP | $9,525 | 2014-12-19 |
| 1 | 360 SHS CHEVRON CORPORATION | $22,791 | 2014-12-19 |
| 1 | 130 SHS EXXON MOBIL CORP | $5,731 | 2014-12-19 |
| 1 | 827.63 SHS FNMA MTG PASS | $823 | 2014-12-19 |
| 1 | 20 SHS GOOGLE INC CLASS C | $7,247 | 2014-12-19 |
| 1 | 50 SHS ISHARES BARCLAYS TIPS BD | $5,950 | 2014-12-19 |
| 1 | 150 SHS ISHARES CORE US AGGR BD | $16,050 | 2014-12-19 |
| 1 | 200 SHS KIMBERLY CLARK CORP | $20,103 | 2014-12-19 |
| 1 | 280 SHS NOVARTIS AG | $15,364 | 2014-12-19 |
| 1 | 150 SHS PROCTOR & GAMBLE CO | $9,700 | 2014-12-19 |
| 1 | 60 SHS VISA INC | $10,706 | 2014-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROBATE ACCOUNTING | $650 | $650 |
| TAX PREPARATION |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE & FOREIGN BONDS | BondNm |
| EOY Book Value | $440,460 | EOYBookValueAmt |
| EOYFMV | $456,845 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON EQUITY SECURITIES | $1,780,108 | $3,369,940 |
| CLOSED END DOMESTIC EQUITY FUND | $158,649 | $289,712 |
| CLOSED END FIXED INCOME | $1,401,926 | $1,459,977 |
| TAXABLE FIXED INCOME FUNDS | $102,555 | $104,882 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUNICIPAL OBLIGATIONS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $60,945 | BookValueAmt |
| EOYFMV | $66,034 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE IN TAX REPORTING | Desc |
| Amt | $308 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PROBATE BOND PREMIUM | $1,774 | $1,774 | |
| PROBATE ACCOUNTING FEE | $2,000 | $2,000 | |
| ANNUAL FILING FEE | $75 | $75 | |
| PROBATE FILING FEE | $85 | $85 | |
| REGULATORY COMPLIANCE FEE | $194 | $194 | |
| ADR ISSUER FEE | $17 | $17 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HALL TRUST FBO HALL SH B | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHARTER TRUST 90 N MAIN ST | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,735 | $1,735 |
| 2014 FEDERAL ESTIMATES | $4,680 | |
| 2013 FEDERAL BALANCE DUE | $2,197 |