BRISTOL-HANSEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BRISTOL-HANSEN FOUNDATION (EIN 91-1909045)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-03
IRS object ID
202411249349101316
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-03T12:43:09-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRO TAX CORPORATE SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 PAIGE CTAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32940ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911909045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRISTOL HANSEN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRISBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11795 WEST NASA BLVDAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUBERT C NORMILE TRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3216743072PhoneNum
Signature2024-04-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHUBERT CPersonFirstNm
Person LastNORMILEPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGENE NATALEPreparerPersonNm
PTINP00526481PTIN
Phone3212131699PhoneNum
Preparation2024-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$258,986FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$937InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$5,150DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$37,613NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,567GrossSalesPriceAmt
Total Rev And Expnss-$31,526TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,000LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$985AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$985AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$985AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$127TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$127TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,137OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$19,249TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,112TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,749TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,612TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,275ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,798CashBOYAmt
Cash EOY$150,000CashEOYAmt
Cash EOYFMV$150,542CashEOYFMVAmt
Sav And Temp Cash Invst EOY$108,444SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$108,444SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$322,279CorporateStockBOYAmt
Total Assets BOY$325,077TotalAssetsBOYAmt
Total Assets EOY$258,444TotalAssetsEOYAmt
Total Assets EOYFMV$258,986TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$325,077CapitalStockBOYAmt
Capital Stock EOY$258,444CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$325,077TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$258,444TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$325,077TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$258,444TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$325,077TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,275ExcessRevenueOverExpensesAmt
Other Increases$642OtherIncreasesAmt
Subtotal$258,444SubtotalAmt
Tot Net Ast Or Fund Balances EOY$258,444TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY a/c 8201-Short termP2024-12-31$44,875$44,463$412$412
MORGAN STANLEY a/c 8201-Long termP2024-12-31$326,567$364,180-$37,613-$37,613
FieldValueIRS element (for citing)
Capital Gain Net Income-$37,201CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksHURBERT C NORMILE TTEEIndividualWithBooksNm
Phone3217278100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11795 WEST NASA BLVDAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HURBERT C NORMILE JR
1795 WEST NASA BLVDMELBOURNEFL32901BD DIR-TTE1$0
KENNETH WHITTAKER
1692 W HIBISCUS BLVDMELBOURNEFL32901ADV.BD MBR0$0
WENDY BRANDON
1900 BLDG 3RD FLOORMELBOURNEFL32901ADV.BD MBR0$0
PETER GILBERT
200 E SHERIDAN RD STE FMELBOURNEFL32901ADV.BD MBR0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$250,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$277,088TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$277,088AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,156CashDeemedCharitableAmt
Net Vl Noncharitable Assets$272,932NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,647MinimumInvestmentReturnAmt
Distributable Before Adj$13,647DistributableBeforeAdjAmt
Distributable Before Ded$13,647DistributableBeforeDedAmt
Distributable As Adjusted$13,647DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,612ExpensesAndContributionsAmt
Qualifying Distributions$32,612QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,647DistributableAsAdjustedAmt
Qualifying Distributions$32,612QualifyingDistributionsAmt
Applied To Current Year$13,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,965RemainingDistriFromCorpusAmt
Total Corpus$18,965TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,965ExcessDistriCyovToNextYrAmt
Excess From Current Year$18,965ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRISTOL-HANSEN CHRTBLE TRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11795 WEST NASAAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3217278100RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Unitarian Univ CHURCH
2185 meadowland aveMELBOURNEFL32904501C3renov facility$4,000
Brev Symphony Orchestr
1500 HIGHLAND AVEMELBOURNEFL32935501C3YOUTH ORCHESTRA$3,500
Wheelchairs FOR Kids
1976 S PINELLAS AVETARPON SPRINGSFL34689501C3HANDICAP CHILDR$3,500
FAMILY PROMISE BREVARD
3505 Murell RdROCKLEDGEFL32955501C3HOMELESS$3,000
Wild Florid Rescue Corp
1934 Wallace AvEMELBOURNEFL32935501C3WILDLIFE RESCUE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$937RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,150RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,087RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,087TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THIS INCOME IS GENERATED SO THE FOUNDATION CAN ACCOMPLISH ITS
3PRIMARY GOALS FOR THE CHILDREN, FOR WILDLIFE PRESERVATION AND FOR
3EDUCATION
4SAME AS STATED ABOVE
7SAME AS STATED ABOVE
8SAME AS STATED ABOVE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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