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Nonprofiteer
← BRISTOL GARDENS INC

Form 990 for tax year 2024

Filed by BRISTOL GARDENS INC.

Totals

Total revenue
$1,450,478
Total expenses
$759,902
Contributions and grants received
$0
Grants paid
$178,442
Program service revenue
$16,600
Investment income
$1,433,878
Other revenue
$0
Total assets, end of year
$48,886,668
Total liabilities, end of year
$16,647
Net assets or fund balances, end of year
$48,870,021
Program services expenses (Part IX)
$210,458
Management and general expenses
$549,444
Fundraising expenses
$0
Program service expenses (Part III)
$210,458

Program services were 27.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: RENTAL INCOME

    total $16,600 · related or exempt $16,600

  • 3 · Investment income

    total $1,134,852 · related or exempt $1,134,852

  • 7a · Gross sales of assets other than inventory

    securities $4,571,648 · other assets $317,000

  • 7b · Less cost or other basis and sales expenses

    securities $4,427,478 · other assets $162,144

  • 7c · Gain or loss

    securities $144,170 · other assets $154,856

  • 7d · Net gain or loss

    total $299,026 · related or exempt $299,026

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $178,442 · program services $178,442

  • 7 · Other salaries and wages

    total $249,886 · management and general $249,886

  • 9 · Other employee benefits

    total $43,755 · management and general $43,755

  • 10 · Payroll taxes

    total $17,721 · management and general $17,721

  • 11b · Fees: legal

    total $2,000 · program services $2,000

  • 11c · Fees: accounting

    total $13,000 · management and general $13,000

  • 11f · Fees: investment management

    total $144,020 · management and general $144,020

  • 13 · Office expenses

    total $8,633 · management and general $8,633

  • 16 · Occupancy

    total $30,170 · program services $15,227 · management and general $14,943

  • 22 · Depreciation, depletion and amortization

    total $10,352 · program services $10,352

  • 23 · Insurance

    total $20,025 · program services $950 · management and general $19,075

  • 24a · Other expenses: CONTRIBUTIONS

    total $33,225 · management and general $33,225

  • 24b · Other expenses: MISC EXPENSE

    total $3,487 · program services $3,487

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,428 · management and general $3,428

  • 24d · Other expenses: TELEPHONE

    total $1,738 · management and general $1,738

  • 24e · All other expenses

    total $20 · management and general $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $133,787 · end of year $152,885

  • 2 · Savings and temporary cash investments

    beginning of year $1,730,062 · end of year $1,431,091

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,535 · end of year $7,074

  • 10a · Land, buildings and equipment: cost or other basis

    $175,389

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,394

  • 10c · Land, buildings and equipment, net

    beginning of year $256,391 · end of year $127,995

  • 11 · Investments: publicly traded securities

    beginning of year $42,798,818 · end of year $47,152,623

  • 14 · Intangible assets

    beginning of year $15,000 · end of year $15,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,715 · end of year $16,647

  • 25 · Other liabilities

    beginning of year $2,250

  • 27 · Net assets without donor restrictions

    beginning of year $44,946,628 · end of year $48,870,021

Mission and programs · 2024

Mission

SUPPORT OF LOW AND MODERATE INCOME HOUSING IN BUCKS COUNTY PENNSYLVANIA

Activities or mission (Part I)

SUPPORT OF LOW AND MODERATE INCOME HOUSING IN BUCKS COUNTY PENNSYLVANIA THROUGH THE ISSUANCE OF GRANTS

  • SUPPORT OF LOW AND MODERATE INCOME HOUSING IN BUCKS COUNTY PENNSYLVANIA

    Expenses $21,664

  • SUPPORT OF LOW AND MODERATE INCOME HOUSING IN BUCKS COUNTY PENNSYLVANIA

    Expenses $188,794 · Grants $178,442

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSHUA KLEIN

    PRESIDENT/ T

    Total calculated
    $243,755
    From this org
    $200,000
    From related orgs
    $0
    Other
    $43,755
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $43,755
    Nontaxable benefits
    not reported
    Filer's total
    $243,755

  • ALEXANDER KLEIN

    VICE PRESIDE

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2025
IRS schema version
2024v5.0
Source object
202501289349302580

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