BRISTOL-HANSEN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BRISTOL-HANSEN FOUNDATION (EIN 91-1909045)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-10
IRS object ID
201811919349100721
Schema version
2017v2.2
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)
Return2018-07-10T19:08:13-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PROTAX 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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-06-20SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN LLOYD CPAPreparerPersonNm
PTINP00545196PTIN
Phone3217574001PhoneNum
Preparation2018-07-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$391,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$4,761DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,761DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,594NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,034GrossSalesPriceAmt
Other Income Rev And Expnss$6,951OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$22,306TotalRevAndExpnssAmt
Total Net Invst Incm$4,761TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,200CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$100LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$78TaxesRevAndExpnssAmt
Taxes Net Invst Incm$78TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,827OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,352OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,017TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,805TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,517TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,499ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,832CashBOYAmt
Cash EOY$1,590CashEOYAmt
Cash EOYFMV$1,590CashEOYFMVAmt
Corporate Stock BOY$334,295CorporateStockBOYAmt
Corporate Stock EOY$313,382CorporateStockEOYAmt
Corporate Stock EOYFMV$390,148CorporateStockEOYFMVAmt
Total Assets BOY$338,127TotalAssetsBOYAmt
Total Assets EOY$314,972TotalAssetsEOYAmt
Total Assets EOYFMV$391,738TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$338,127RetainedEarningBOYAmt
Retained Earning EOY$314,972RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$338,127TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$314,972TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$338,127TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$314,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$338,127TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,499ExcessRevenueOverExpensesAmt
Subtotal$322,628SubtotalAmt
Other Decreases$7,656OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$314,972TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
spdr gold shares- UBS a/c 17398P2017-12-31$3$3$3
spdr gold shares- UBS a/c 17399P2017-12-31$8$8$8
AMERIPRISE a/c 33146675P2017-12-31$31,173$4,739$4,739$26,434
AMERIPRISE a/c 63133440P2017-12-31
2017-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$4,750CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$23,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$372,261NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063128DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$385,220NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061004DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$439,184NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061478DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$397,798NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062846DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$433,076NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.062345DistributionYr5Rt
Total Distribution0.310801TotalDistributionRt
Average Distribution0.062160AverageDistributionRt
Net Vl Noncharitable Assets$388,157NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,128AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$24,128AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,517QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$393,474AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$394,068TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$394,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,911CashDeemedCharitableAmt
Net Vl Noncharitable Assets$388,157NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,408MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,408MinimumInvestmentReturnAmt
Distributable Before Adj$19,408DistributableBeforeAdjAmt
Distributable Before Ded$19,408DistributableBeforeDedAmt
Distributable As Adjusted$19,408DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,517ExpensesAndContributionsAmt
Qualifying Distributions$29,517QualifyingDistributionsAmt
Adjusted Qualifying Distri$29,517AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,408DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$4,150ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,150TotalExcessDistributionCyovAmt
Qualifying Distributions$29,517QualifyingDistributionsAmt
Applied To Current Year$19,408AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,109RemainingDistriFromCorpusAmt
Total Corpus$14,259TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,259ExcessDistriCyovToNextYrAmt
Excess From Year1$4,150ExcessFromYear1Amt
Excess From Current Year$10,109ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HENEGAR CNTR FOR ARTS
625 E New Haven AveMELBOURNEFL32901501C3ARTS CENTER$4,000
UNITARIAN UNIV CHURCH
2185 MEADOWLAND AVEMELBOURNEFL32904501C3RENOV FACILITY$4,000
Meals on Wheels
3600 W King StCOCOAFL32926501C3FEED THE HUNGRY$2,000
BREVARD SYMPHONY ORCHES
1500 HIGHLAND AVEMELBOURNEFL32935501C3YOUTH ORCHESTRA$3,000
FRIENDS CHILDREN ADVOC
1133 SEMINOLE DRROCKLEDGEFL32955501C3CHILDRN IN NEED$3,500
MELBOURNE AVIAN RESCUE
418 OCEAN AVEMELBOURNE BEACFL32951501C3BIRD RESCUE$1,500
Palm Bay Magnet HS
101 Pirate LaneMELBOURNEFL32901501C3CHLDRN READ PGM$2,000
MARINE RESOURCE COUNCIL
3275 Dixie Hwy NEMELBOURNEFL32901501C3SAVE OUR LAGOON$1,000
SO BREVARD SHARING CTR
17 E HIBUSCUS AVEMELBOURNEFL32901501C3ASSISTING NEEDY$2,000
MELBOURNE MUNIC BAND
1924 MELODY LANEMELBOURNEFL32901501C3YOUTH BAND$2,500
WHEELCHAIRS FOR KIDS
1976 S PINELLAS AVETARPON SPRINGSFL34689501C3HANDICAP CHILDR$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,761RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$10,594ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,594ExclusionAmt
Related Or Exempt Function Incm$4,761RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,355TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

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