2023-11-14T18:28:41-08:00 2022-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2022-01-01 956048629 Bob & Dolores Hope Foundation BOB& 8183335067 2600 W Olive Avenue 5th Fl Burbank CA 91505 Anthony Montalto President 2023-11-14 false Anthony Montalto 999009999 true Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 75245188 X 2000170 1918821 1918821 -39823 23578344 548350 544459 4427518 2463280 650000 162500 502500 247681 61920 185761 39731 9933 29311 5256 6684 41750 20875 211162 197412 2908 136343 34086 102257 78435 73280 194427 26553 136700 1604785 513279 1039401 8192780 4230662 9797565 513279 5270063 -5370047 1950001 47125 102079 102079 3309691 3740987 3740987 108531 71261 74489 74489 3933899 12773774 12773774 47719164 31458505 31458505 20735463 23507781 23507781 10904767 3029380 3029380 461308 558193 558193 87291209 75245188 75245188 42083 89444 1325000 5287118 83333 339128 339615 1789544 5716177 X 85501665 69529011 85501665 69529011 87291209 75245188 85501665 -5370047 80131618 10602607 69529011 Sales of Publicly Traded SecuritiesSales P 2000-01-01 2022-12-31 23578344 23618167 -39823 -39823 -39823 27105 27105 27105 44929 44929 X 17824 17824 false false false false false false false true true CA true false false false false true www.bobhope.org Geri Simmons 8183335067 2600 W Olive Avenue 5th Fl Burbank CA 91505 false false false false true false false false false false false false false false false false false false false false false false Linda Hope 2600 W Olive Avenue 5th Fl Burbank CA 91505 CEO/Dir. 5.00 15000 Anthony Montalto 2600 W Olive Avenue 5th Fl Burbank CA 91505 Pres./Dir. 35.00 490000 John McDonnell 2600 W Olive Avenue 5th Fl Burbank CA 91505 Sect'y/Dir. 5.00 15000 Ken Levy 2600 W Olive Avenue 5th Fl Burbank CA 91505 Vice President 35.00 60000 John Peter 2600 W Olive Avenue 5th Fl Burbank CA 91505 Vice President 35.00 70000 James Hardy 2600 WOlive Avenue 5th Fl Burbank CA 91505 Archivist 35.00 91240 Kayla Hammond 2600 WOlive Avenue 5th Fl Burbank CA 91505 Ass't Archivist 35.00 53083 Bank of America Private Bank One Gorham Island Suite 202 Westport CT 06880 Investment Mgmt 197412 Creation of a collection of memorabilia, papers, photos , awards, wardrobes from shows and many three-dimensional objects, i.e., statues showcasing memorable moments from Bob Hope's life. 95487 73422337 5512361 0 78934698 0 78934698 1184020 77750678 3887534 3887534 27105 27105 3860429 3860429 3860429 5270063 5270063 3860429 1630752 5472595 5175062 4511133 1021515 17811057 5270063 0 3860429 1409634 19220691 0 1630752 17589939 5472595 5175062 4511133 1021515 1409634 X Lamb of GodFeeding the 5000 19691 Cypress View Drive Fort Myers FL 33967 N/A PC 2022 Thanksgiving Mission 10000 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National World War II Museum 496596 Monarch School 1625 Newton Avenue San Diego CA 92113 N/A PC General Support 350000 World Golf Hall of Fame 1 World Golf Place St Augustine FL 32092 N/A PC General Support 25000 Regional Aid for Interim Needs Inc 811 Morris Park Ave Bronx NY 10462 N/A PC General Support 500000 Food on Foot 9663 Santa Monica Blvd Beverly Hills CA 90210 N/A PC General Support 25000 Chrysalis 522 S Main Street Los Angeles CA 90013 N/A PC General Support 179486 Midnight Mission 601 So San Pedro Street Los Angeles CA 90014 N/A PC Grant for Feasibilty Study 126030 Operation Homefront 1600 Wilson Blvd Suite 600 Arlington VA 22209 N/A PC General Support 12118 Easterseals Southern California 1570 East 17th Street Santa Ana CA 92715 N/A PC Bob Hope Veterans Support Program 147399 Basilica of National Shrine 400 Michigan Ave NE Washington DC 20017 N/A PC 2022 Christmas Meals for the Homeless 20000 Gina Rose Montalto Memorial Foundat 5645 Coral Ridge Drive Box 434 Coral Springs FL 33076 N/A PC General Support 1790 Pearl Harbor Aviation Museum 319 Lexington Blvd 37 Honolulu HI 96818 N/A PC Raise the Roof Campaign 100000 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National World War II Museum 3404 Operation Homefront 1355 Central Pkwy S Ste 100 San Antonio TX 78232 N/A PC General Support 287882 US Vets 800 W 6th Street Suite 1505 Los Angeles CA 90017 N/A PC General Support 400000 Chordoma Foundation PO Box 2127 Durham NC 27702 N/A PC Research 25000 United Services Organizations 2111 Wilson Blvd Suite 1200 Arlington VA 22201 N/A PC Bob Hope Reading Program 350000 Monarch School 1625 Newton Avenue San Diego CA 92113 N/A PC Chrysalis Monarch Center for the Arts 25000 Westside Food Bank 1710 22nd Street Santa Monica CA 90404 N/A PC General Support 25000 The Elizabeth Dole Foundation 600 New Hampshire Ave NW Ste 1020 Washington DC 20037 N/A PC Hidden Heros 500000 Easterseals Southern California 1570 East 17th Street Santa Ana CA 92715 N/A PC General Support 2601 El Proyecto Del Barrio Inc 8932 Woodman Avenue Arleta CA 91331 N/A PC General Support 5000 The Southeastern Blind Rehabilitati 700 South 19th Street Birmingham AL 35233 N/A PC 2022 Annual Blind Veteran Support 5000 Broadway Cares 165 West 46th Street Suite 1300 New York NY 10036 N/A PC General Support 35000 Association of Small Foundations 1720 N St NW Washington DC 20036 N/A PC General Support 1000 The Doughboy Foundation 1455 Pennsylvania Ave NW Ste 400 Washington DC 20004 N/A WWI Memorial USF For the Comm of World Wars Acct 250000 Chrysalis 522 S Main Street Los Angeles CA 90013 N/A PC General Support 20514 Midnight Mission 601 So San Pedro Street Los Angeles CA 90014 N/A PC General Support 88960 Center For Family Justice - Camp Ho 753 Fairfield Avenue Bridgeport CT 06604 N/A PC General Support 25000 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National WW II Museum 200000 4242780 Operation Homefront 1600 Wilson Blvd Suite 600 Arlington VA 22209 N/A PC General Support 2500000 The Elizabeth Dole Foundation 600 New Hampshire Ave NW Ste 1020 Washington DC 20037 N/A PC Caring for Military Families 1100000 US Vets 800 W 6th Street Suite 1505 Los Angeles CA 90017 N/A PC General Support 600000 Chrysalis 522 S Main Street Los Angeles CA 90013 N/A PC General Support 800000 5000000 14 1918821 18 -39823 Adj Excise Tax 3891 Miscellaneous 14 3506 Royalties 15 540953 2423457 3891 2427348 11a Adjustment for the provision for excise tax per audit. false false false false false false false false false false X X 1 Dolores Hope 2008 Trust c/o 2600 W Olive Ave 5th Fl Burbank CA 91505 2000000 X Accounting Fees 41750 20875 0 0 Intel Corp 3.7% 7/29/25 1171548 1171548 JP Morgan Chase 3.875% 2/1/24 987290 987290 Visa Inc 3.15% 12/14/25 1542704 1542704 US Bank National, 3.4% 7/24/23 495420 495420 Apple Inc, 3.0% 2/9/24 980300 980300 Int'l Business Machines 3.0% 5/15/24 972890 972890 Coca Cola Co, 1.75% 9/6/24 762744 762744 Bank New York Mellon 2.10% 10/24/24 762952 762952 Exxon Mobil 2.992% 3/19/25 1542704 1542704 Goldman Sachs Grp, 175 Sh 4313 4313 Metlife Inc 5.625% 460400 460400 Northern Tr Corp 4.7% 495000 495000 State Street Corp VAR 732640 732640 Wells Fargo 4.75% 366400 366400 Morgan Stanley, 75 Sh 1726 1726 Simon Property Group, 2.0% 9/13/24 950220 950220 PNC Financial Svcs, 2.2% 11/1/24 955930 955930 Caterpillar Finl Svcs, 2.15% 11/8/24 954530 954530 Target Corp, 2.25% 4/15/25 948850 948850 Charles Schwab 4.45% 555000 555000 State Street Corp VAR 12/3/24 1483005 1483005 Comcast Corp 3.375% 2/15/25 970080 970080 Suntrust Banks Inc 4.0% 5/1/25 733523 733523 Comcast Corp 3.375% 8/15/25 965360 965360 Chevron Corp 3.326% 11/17/25 726000 726000 Comcast Corp 3.15% 3/1/26 1143792 1143792 Unitedhealth Group Inc 2.95% 10/15/27 1388460 1388460 AT&T Inc 5.625% 8/1/67 454000 454000 Alphabet Cl C, 2,400 Sh 212952 212952 Alphabet Cl A, 21,000 Sh 1852830 1852830 Apple Inc, 10,000 Sh 1299300 1299300 Corning Inc, 34,150 Sh 1090751 1090751 Honeywell Intl Inc, 2,900 Sh 621470 621470 Mastercard Inc, 3,500 Sh 1217055 1217055 TJX Cos Inc, 17,880 Sh 1423248 1423248 Unitedhealth Group Inc, 3,000 Sh 1590540 1590540 Medtronic, 8,040 Sh 624869 624869 Alexandria Real Estate, 4,015 Sh 584865 584865 Price T Rowe Group, 10,050 Sh 1096053 1096053 Target Corp, 7,450 Sh 1110348 1110348 Colgate Palmolive Co, 10,050 Sh 791840 791840 CVS Health Corp, 18,000 Sh 1677420 1677420 Kinder Morgan Inc, 100,000 Sh 1808000 1808000 Microsoft Corp, 5,900 Sh 1414938 1414938 Nvidia Corp, 6,900 Sh 1008366 1008366 United Parcel Service Inc, 9,500 Sh 1651480 1651480 Bristol Myers Squibb, 20,000 Sh 1439000 1439000 Kimberly Clark, 5,000 Sh 678750 678750 Schlumberger Ltd, 60,000 Sh 3207600 3207600 Amazon, 8,500 Sh 714000 714000 Regeneron Pharma, 1,000 Sh 721490 721490 Vertex Pharma, 8,000 Sh 2310240 2310240 Delta Air Lines, 10,000 Sh 328600 328600 Iron Mountain REIT, 4,000 Sh 199400 199400 Otis Worldwide, 10,000 Sh 783100 783100 9722760 9722760 3051014 3051014 Vanguard FTSE Emerging Mkts, 8,000 Sh FMV 311840 311840 Ishares Russell 2000 ETF, 7,040 Sh FMV 1227494 1227494 Ishares Russell Mid Cap ETF, 22,060 Sh FMV 1487947 1487947 Vanguard FTSE Developed Mkts, 50 Sh FMV 2099 2099 Legal Fees 5256 0 0 6684 Deposits 4139 4139 4139 Intellectual Property 240766 240766 240766 Interest Receivable 216128 313288 313288 Bank Fee 339 339 Board Support 15000 Bob Hope - Legacy Tour 95487 95487 Data Processing 3496 3496 DP Licenses 12050 3013 9038 Dues & Subscriptions 1047 1047 Filing Fees 400 400 Insurance 32451 16226 16226 Misc Office Exp 527 527 Miscellaneous 239 239 Office Supplies 5064 5064 Other Administrative Costs 3844 1922 1922 Postage & Delivery 2915 2915 Website Maintenance 21568 5392 Adj Excise Tax 3891 Miscellaneous 3506 3506 Royalties 540953 540953 Deferred Excise Tax 337616 337616 Payroll Tax Liability 1512 1999 Consultants 13750 0 0 2908 Investment Management Fees 197412 197412 0 0