BRISTOL-HANSEN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRISTOL-HANSEN FOUNDATION (EIN 91-1909045)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-26
IRS object ID
202030869349100028
Schema version
2019v5.0
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)
Return2020-03-26T15:06:54-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone3217278100PhoneNum

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 NORMILePersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2020-02-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN LLOYD CPAPreparerPersonNm
PTINP00545196PTIN
Phone3217574001PhoneNum
Preparation2020-02-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$363,309FMVAssetsEOYAmt
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$5,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,018DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$1,791CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,094OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,094OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,112TotalRevAndExpnssAmt
Total Net Invst Incm$13,903TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,200CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$9,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$413TaxesRevAndExpnssAmt
Taxes Net Invst Incm$413TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$413TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,240OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,240OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,240OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,053TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,053TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,553TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,053TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,441ExcessRevenueOverExpensesAmt
Net Investment Income$850NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,551CashBOYAmt
Cash EOY$21,118CashEOYAmt
Cash EOYFMV$21,118CashEOYFMVAmt
Corporate Stock BOY$269,640CorporateStockBOYAmt
Corporate Stock EOY$264,875CorporateStockEOYAmt
Corporate Stock EOYFMV$342,191CorporateStockEOYFMVAmt
Total Assets BOY$329,191TotalAssetsBOYAmt
Total Assets EOY$285,993TotalAssetsEOYAmt
Total Assets EOYFMV$363,309TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Tot Net Ast Or Fund Balances BOY$329,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$285,993TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$329,191TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$285,993TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$329,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,441ExcessRevenueOverExpensesAmt
Subtotal$304,750SubtotalAmt
Other Decreases$18,757OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$285,993TotNetAstOrFundBalancesEOYAmt

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
AMERIPRISE 63133440 -SHORT TERM GAINP2019-12-31$314$270$44$44
AMERIPRISE 63133440 LONG TERM GAINP2019-12-31$7,240$5,493$1,747$1,747
FieldValueIRS element (for citing)
Capital Gain Net Income$1,791CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$27,713AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$376,721NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073564DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$391,738NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070200DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$372,261NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063128DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$385,220NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061004DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$439,184NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061478DistributionYr5Rt
Total Distribution0.329374TotalDistributionRt
Average Distribution0.065875AverageDistributionRt
Net Vl Noncharitable Assets$360,525NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,750AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,759AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$36,553QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

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$7,200
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$324,303AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$366,015TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$366,015AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,490CashDeemedCharitableAmt
Net Vl Noncharitable Assets$360,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$18,017DistributableBeforeAdjAmt
Distributable Before Ded$18,017DistributableBeforeDedAmt
Distributable As Adjusted$18,017DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,553ExpensesAndContributionsAmt
Qualifying Distributions$36,553QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,544AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,017DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,221ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,340ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,150ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,109ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,210ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,030TotalExcessDistributionCyovAmt
Qualifying Distributions$36,553QualifyingDistributionsAmt
Applied To Current Year$18,017AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,536RemainingDistriFromCorpusAmt
Total Corpus$49,566TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,221ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,345ExcessDistriCyovToNextYrAmt
Excess From Year4$2,340ExcessFromYear4Amt
Excess From Year3$4,150ExcessFromYear3Amt
Excess From Year2$10,109ExcessFromYear2Amt
Excess From Year1$9,210ExcessFromYear1Amt
Excess From Current Year$18,536ExcessFromCurrentYearAmt

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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTH BREVARD SHARING
17 E Hibiscus BlvdMELBOURNEFL32901501C3HELP NEEDY FAMI$2,500
FRIENDS OF CHLDRN ADVOC
1100 Rockledge BlvdROCKLEDGEFL32955501C3TROUBLED CHLDRN$2,000
BREVARD SYMPHONY ORCHES
1500 HIGHLAND AVEMELBOURNEFL32935501C3YOUTH ORCHESTRA$3,000
UNITARIAN UNIV CHURCH
2185 MEADOWLAND AVEMELBOURNEFL32904501C3RENOV FACILITY$4,000
MELBOURNE AVIAN RESCUE
418 OCEAN AVEMELBOURNE BEACFL32951501C3BIRD RESCUE$1,500
WILDFLOWER RESCUE CORP
BREVARD COUNTYMELBOURNEFL32901501C3WILDFLOWER RESC$2,000
MELBOURNE MUNIC BAND
1924 MELODY LANEMELBOURNEFL32901501C3YOUTH BAND$2,000
WHEELCHAIRS FOR KIDS
1976 S PINELLAS AVETARPON SPRINGSFL34689501C3HANDICAP CHILDR$3,000
ROLLING READERS-FL TECH
101 PIRATE LANEMELBOURNEFL32901501C3CHLDRN READ PGN$1,500
FAMILY PROMISE BREVARD
PO Box 562666ROCKLEDGEFL32956501C3HOMELESS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,018RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,018RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,018TotalIncomeProducingActyAmt

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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