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Nonprofiteer
← BRISTOL GARDENS INC

Form 990 for tax year 2023

Filed by BRISTOL GARDENS INC.

Totals

Total revenue
$466,891
Total expenses
$378,847
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,850
Investment income
$460,041
Other revenue
$0
Total assets, end of year
$44,960,593
Total liabilities, end of year
$13,965
Net assets or fund balances, end of year
$44,946,628
Program services expenses (Part IX)
$257,947
Management and general expenses
$120,900
Fundraising expenses
$0
Program service expenses (Part III)
$257,947

Program services were 68.1% 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 $6,850 · related or exempt $6,850

  • 3 · Investment income

    total $336,059 · related or exempt $336,059

  • 7a · Gross sales of assets other than inventory

    securities $210,503 · other assets $259,000

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

    securities $192,103 · other assets $153,418

  • 7c · Gain or loss

    securities $18,400 · other assets $105,582

  • 7d · Net gain or loss

    total $123,982 · related or exempt $123,982

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $57,692 · management and general $57,692

  • 9 · Other employee benefits

    total $7,462 · management and general $7,462

  • 10 · Payroll taxes

    total $4,413 · management and general $4,413

  • 11b · Fees: legal

    total $540 · management and general $540

  • 11c · Fees: accounting

    total $8,500 · management and general $8,500

  • 11f · Fees: investment management

    total $31,335 · management and general $31,335

  • 13 · Office expenses

    total $4,619 · management and general $4,619

  • 16 · Occupancy

    total -$4,158 · program services -$4,158

  • 22 · Depreciation, depletion and amortization

    total $12,105 · program services $12,105

  • 24a · Other expenses: GRANTS

    total $250,000 · program services $250,000

  • 24b · Other expenses: MISC EXPENSE

    total $3,079 · management and general $3,079

  • 24c · Other expenses: CONTRIBUTIONS

    total $2,600 · management and general $2,600

  • 24d · Other expenses: TELEPHONE

    total $486 · management and general $486

  • 24e · All other expenses

    total $174 · management and general $174

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $365,478 · end of year $133,787

  • 2 · Savings and temporary cash investments

    beginning of year $1,588,138 · end of year $1,730,062

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,702 · end of year $26,535

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

    $334,890

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

    $78,499

  • 10c · Land, buildings and equipment, net

    beginning of year $405,358 · end of year $256,391

  • 11 · Investments: publicly traded securities

    beginning of year $40,156,672 · end of year $42,798,818

  • 14 · Intangible assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,447 · end of year $11,715

  • 25 · Other liabilities

    beginning of year $3,550 · end of year $2,250

  • 27 · Net assets without donor restrictions

    beginning of year $42,535,351 · end of year $44,946,628

Mission and programs · 2023

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 $245,842

  • Expenses $12,105

As filed on the 2023 return.

Listed in Part VII

  • Joshua Klein

    PRESIDENT/ T

    Total calculated
    $46,154
    From this org
    $46,154
    From related orgs
    $0
    Other
    $0
    Hours/week
    32

  • Alexander Klein

    VICE PRESIDE

    Total calculated
    $11,538
    From this org
    $11,538
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 April 2024
IRS schema version
2023v5.0
Source object
202401279349301005

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