BRISTOL-HANSEN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRISTOL-HANSEN FOUNDATION (EIN 91-1909045)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-09
IRS object ID
202132219349101018
Schema version
2020v4.0
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)
Return2021-08-09T14:54:05-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line15005 N WICKHAM RDAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32940ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-08-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHUBERT CPersonFirstNm
Person LastNORMILEPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN LLOYD CPAPreparerPersonNm
PTINP00545196PTIN
Phone3217574001PhoneNum
Preparation2021-08-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$378,420FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,628DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$19,484CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,727OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,727OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,355TotalRevAndExpnssAmt
Total Net Invst Incm$28,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,451CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,451CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,451CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$14TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,045OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,045OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,045OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,710TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,710TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,710TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,710TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,855ExcessRevenueOverExpensesAmt
Net Investment Income$21,129NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,118CashBOYAmt
Cash EOY$848CashEOYAmt
Cash EOYFMV$848CashEOYFMVAmt
Corporate Stock BOY$264,875CorporateStockBOYAmt
Corporate Stock EOY$296,162CorporateStockEOYAmt
Corporate Stock EOYFMV$377,572CorporateStockEOYFMVAmt
Total Assets BOY$285,993TotalAssetsBOYAmt
Total Assets EOY$297,010TotalAssetsEOYAmt
Total Assets EOYFMV$378,420TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Tot Net Ast Or Fund Balances BOY$285,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$297,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$285,993TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$297,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$285,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,855ExcessRevenueOverExpensesAmt
Other Increases$31,872OtherIncreasesAmt
Subtotal$297,010SubtotalAmt
Tot Net Ast Or Fund Balances EOY$297,010TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAMERIPRISE 63133440 & 63133440PropertyDesc
How AcquiredPHowAcquiredCd
Sold2020-12-31SoldDt
Gross Sales Price$73,792GrossSalesPriceAmt
Cost Or Other Basis$54,308CostOrOtherBasisAmt
Gain Or Loss$19,484GainOrLossAmt
Gains Minus Excess Or Losses$19,484GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$19,484CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$294InvestmentIncomeExciseTaxAmt
Subtotal$294SubtotalAmt
Tax Based On Investment Income$294TaxBasedOnInvestmentIncomeAmt
Tax Due$294TaxDueAmt

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 RqrYes (true)ComplyWithPublicInspRqrInd
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 BLVDMELBOURNEFL32901DIRECTOR1$5,451
KENNETH WHITTAKER
1692 W HIBISCUS BLVDMELBOURNEFL32901BOARD MBR0$0
WENDY BRANDON
1900 BLDG 3RD FLOORMELBOURNEFL32901BOARD MBR0$0
PETER GILBERT
200 E SHERIDAN RD STE FMELBOURNEFL32901BOARD 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$377,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$848AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$378,420TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$378,420AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,676CashDeemedCharitableAmt
Net Vl Noncharitable Assets$372,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$294TaxBasedOnInvestmentIncomeAmt
Total Tax$294TotalTaxAmt
Distributable Before Adj$18,343DistributableBeforeAdjAmt
Distributable Before Ded$18,343DistributableBeforeDedAmt
Distributable As Adjusted$18,343DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,210ExpensesAndContributionsAmt
Qualifying Distributions$30,210QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$211PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,999AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,343DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,340ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,109ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,210ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,536ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,345TotalExcessDistributionCyovAmt
Qualifying Distributions$30,210QualifyingDistributionsAmt
Applied To Current Year$18,343AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,867RemainingDistriFromCorpusAmt
Total Corpus$56,212TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,340ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,872ExcessDistriCyovToNextYrAmt
Excess From Year4$4,150ExcessFromYear4Amt
Excess From Year3$10,109ExcessFromYear3Amt
Excess From Year2$9,210ExcessFromYear2Amt
Excess From Year1$18,536ExcessFromYear1Amt
Excess From Current Year$11,867ExcessFromCurrentYearAmt

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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF CHLDRN ADVOC
1100 Rockledge BlvdROCKLEDGEFL32955501C3TROUBLED CHLDRN$2,000
Brev Symphony Orchestr
1500 HIGHLAND AVEMELBOURNEFL32935501C3YOUTH ORCHESTRA$3,000
Unitarian Univ CHURCH
2185 meadowland aveMELBOURNEFL32904501C3renov facility$4,000
Melb Avian Rescue
418 ocean aveMELBOURNE BEACFL32951501C3BIRD RESCUE$2,000
Wildflower Rescue Corp
BREVARD COUNTYMELBOURNEFL32901501C3WILDFLOWER RESC$2,000
Melb Munic Band
1924 MELODY LANEMELBOURNEFL32901501C3YOUTH BAND$1,500
Wheelchairs FOR Kids
1976 S PINELLAS AVETARPON SPRINGSFL34689501C3HANDICAP CHILDR$3,000
SOUTH BREVARD SHARING
17 E Hibiscus BlvdMELBOURNEFL32901501C3NEEDY FAMILIES$2,500
FAMILY PROMISE BREVARD
3505 Murrell RdROCKLEDGEFL32955501C3HOMELESS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,628RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,628RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,628TotalIncomeProducingActyAmt

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

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