BRISTOL-HANSEN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BRISTOL-HANSEN FOUNDATION (EIN 91-1909045)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-13
IRS object ID
201902259349100900
Schema version
2018v3.0
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)
Return2019-08-13T17:05:16-04:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-08-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN LLOYD CPAPreparerPersonNm
PTINP00545196PTIN
Phone3217574001PhoneNum
Preparation2019-08-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.189.214.30IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id5949992019119i000283FederalOriginalSubmissionId
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0BC0EC1D3DA9098653998B548688F9EB9FC9595EAtSubmissionCreationDeviceId
At Submission Filing Device Id7A43B5D502F17B7D9F36AEE8CF19335E849635D5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$339,660FMVAssetsEOYAmt
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$5,050DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,050DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$30,675CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$462NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$6,771OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,771OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,821TotalRevAndExpnssAmt
Total Net Invst Incm$42,496TotalNetInvstIncmAmt
Total Adj Net Incm$462TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$109TaxesRevAndExpnssAmt
Taxes Net Invst Incm$109TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$109TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,004OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,004OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,004OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,213TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,213TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,713TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,213TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,713TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,892ExcessRevenueOverExpensesAmt
Net Investment Income$33,283NetInvestmentIncomeAmt
Adjusted Net Income$462AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,590CashBOYAmt
Cash EOY$59,551CashEOYAmt
Cash EOYFMV$59,551CashEOYFMVAmt
Corporate Stock BOY$313,382CorporateStockBOYAmt
Corporate Stock EOY$269,640CorporateStockEOYAmt
Corporate Stock EOYFMV$280,109CorporateStockEOYFMVAmt
Total Assets BOY$314,972TotalAssetsBOYAmt
Total Assets EOY$329,191TotalAssetsEOYAmt
Total Assets EOYFMV$339,660TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock EOY$329,191CapitalStockEOYAmt
Retained Earning BOY$314,972RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$314,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$329,191TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$314,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$329,191TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$314,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,892ExcessRevenueOverExpensesAmt
Other Increases$30,111OtherIncreasesAmt
Subtotal$329,191SubtotalAmt
Tot Net Ast Or Fund Balances EOY$329,191TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
AMERIPRISE 33146675P2018-12-31$165,959$137,757$28,202$28,202
AMERIPRISE 63133440P2018-12-31$18,991$16,980$2,011$2,011
AMERIPRISE 63133440P2018-12-31$1,617$1,155$462$4622018-01-02
FieldValueIRS element (for citing)
Capital Gain Net Income$30,675CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$462NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$27,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$391,738NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.070200DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$372,261NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063128DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$385,220NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061004DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$439,184NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061478DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$397,798NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.062846DistributionYr5Rt
Total Distribution0.318656TotalDistributionRt
Average Distribution0.063731AverageDistributionRt
Net Vl Noncharitable Assets$376,721NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,009AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$333NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,342AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,713QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$333InvestmentIncomeExciseTaxAmt
Subtotal$333SubtotalAmt
Tax Based On Investment Income$333TaxBasedOnInvestmentIncomeAmt
Tax Due$333TaxDueAmt

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$7,000
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 Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$359,320AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$382,458TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$382,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$376,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,836MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,836MinimumInvestmentReturnAmt
Tax Based On Investment Income$333TaxBasedOnInvestmentIncomeAmt
Total Tax$333TotalTaxAmt
Distributable Before Adj$18,503DistributableBeforeAdjAmt
Distributable Before Ded$18,503DistributableBeforeDedAmt
Distributable As Adjusted$18,503DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,713ExpensesAndContributionsAmt
Qualifying Distributions$27,713QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$333PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,380AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,503DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$5,221ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,340ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,109ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,820TotalExcessDistributionCyovAmt
Qualifying Distributions$27,713QualifyingDistributionsAmt
Applied To Current Year$18,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,210RemainingDistriFromCorpusAmt
Total Corpus$31,030TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$31,030ExcessDistriCyovToNextYrAmt
Excess From Year4$5,221ExcessFromYear4Amt
Excess From Year3$2,340ExcessFromYear3Amt
Excess From Year2$4,150ExcessFromYear2Amt
Excess From Year1$10,109ExcessFromYear1Amt
Excess From Current Year$9,210ExcessFromCurrentYearAmt

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
DEVEREUX
8000 DEVEREUX DRMELBOURNEFL32940501C3TROUBLED YOUTH$1,000
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
FL TECH
101 Pirate LaneMELBOURNEFL32901501C3CHLDRN READ PGM$1,000
MARINE RESOURCE COUNCIL
BREVARD COUNTYMELBOURNEFL32901501C3SAVE OUR LAGOON$1,000
WILDFLOWER RESCUE CORP
BREVARD COUNTYMELBOURNEFL32901501C3WILDFLWER RESC$2,000
MELBOURNE MUNIC BAND
1924 MELODY LANEMELBOURNEFL32901501C3YOUTH BAND$2,500
WHEELCHAIRS FOR KIDS
1976 S PINELLAS AVETARPON SPRINGSFL34689501C3HANDICAP CHILDR$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,050RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$30,675UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$30,675RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$30,675UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$35,725RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,050TotalIncomeProducingActyAmt

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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