BOB & DOLORES HOPE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOB & DOLORES HOPE FOUNDATION (EIN 95-6048629)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349106901
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:08:00-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956048629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bob & Dolores Hope Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOB& | BusinessNameControlTxt |
| Phone | 8183335067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 W Olive Avenue 5th Fl | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony Montalto | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anthony | PersonFirstNm |
| Person Last | Montalto | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Duffield | PreparerPersonNm |
| PTIN | P01257136 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,291,209 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,608,706 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,799,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,785,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,020,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,336,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,020,902 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $475,076 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $460,932 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,903,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,267,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $665,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $133,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $516,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $371,747 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $92,937 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $278,810 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $55,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,962 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,887 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,547 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $205,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,906 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,782 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $132,603 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $33,151 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,452 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,183 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $171,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,839,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $523,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,162,158 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,629,703 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,824,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,468,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $523,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,986,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,434,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,743,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,470 | CashBOYAmt |
| Cash EOY | $47,125 | CashEOYAmt |
| Cash EOYFMV | $47,125 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $862,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,309,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,309,691 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $108,531 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $10,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $108,531 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $108,531 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,495 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $71,261 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $71,261 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,912,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,933,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,933,899 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,012,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,719,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,719,164 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,546,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,735,463 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,735,463 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,586,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,904,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,904,767 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $876,142 | OtherAssetsBOYAmt |
| Other Assets EOY | $461,308 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $461,308 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,033,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,291,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,291,209 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,437 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,083 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,520,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,325,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $83,333 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $83,333 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $273,173 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $339,128 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,917,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,789,544 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $70,115,538 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $85,501,665 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,115,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,501,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,033,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,291,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,115,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,434,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,951,357 | OtherIncreasesAmt |
| Subtotal | $85,501,665 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $85,501,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $7,336,446 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,315,544 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,020,902 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,020,902 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,020,902 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,132 | SubtotalAmt |
| Tax Based On Investment Income | $38,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $83,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $83,061 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $44,929 | OverpaymentAmt |
| Applied To ES Tax | $44,929 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bobhope.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geri Simmons | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183335067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 W Olive Avenue 5th Fl | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Linda Hope | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | CEO/Dir. | 5.00 | $20,000 |
| Anthony Montalto | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Pres./Dir. | 35.00 | $495,000 |
| John McDonnell | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Sect'y/Dir. | 5.00 | $20,000 |
| Ken Levy 'til 121 | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Director | 5.00 | $65,000 |
| John Peter 'til 121 | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Treas./Dir. | 5.00 | $65,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James Hardy | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Archivist | 35.00 | $90,913 |
| John Peter | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | VP/Treasurer | 8.00 | $70,000 |
| Ken Levy | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | VP Marketing | 8.00 | $60,000 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America Private Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Gorham Island Suite 202 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $192,081 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $73,824 | Expenses1Amt |
| Description2 | Restoration of the Los Angeles VA Chapel dedicated to Bob Hope, located in the Los Angeles National Cemetery. | Description2Txt |
| Expenses2 | $735 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,014,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,274,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,288,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $81,288,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,219,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,069,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,003,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,003,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,132 | TotalTaxAmt |
| Distributable Before Adj | $3,965,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,965,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,965,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,986,862 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,986,862 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,965,347 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,226,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,630,752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,472,595 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,175,062 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,511,133 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,016,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,986,862 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,965,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,021,515 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,037,927 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,226,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,811,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,630,752 | ExcessFromYear4Amt |
| Excess From Year3 | $5,472,595 | ExcessFromYear3Amt |
| Excess From Year2 | $5,175,062 | ExcessFromYear2Amt |
| Excess From Year1 | $4,511,133 | ExcessFromYear1Amt |
| Excess From Current Year | $1,021,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lamb of GodFeeding the 5000 | |||||||
| 19691 Cypress View Drive | Fort Myers | FL | 33967 | N/A | PC | 2021 Thanksgiving Mission | $10,000 |
| Good Shepherd Shelter | |||||||
| 2561 W Venice Blvd | Los Angeles | CA | 90019 | N/A | PC | COVID-19 Relief | $70,000 |
| The National World War II Museum | |||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | National World War II Museum | $1,418,753 |
| Monarch School | |||||||
| 1625 Newton Avenue | San Diego | CA | 92113 | N/A | PC | General Support | $347,609 |
| Bob Hope USO | |||||||
| 200 Pine Ave Suite 240 | Long Beach | CA | 90802 | N/A | PC | Bob Hope Reading Program | $379,092 |
| Food on Foot | |||||||
| 9663 Santa Monica Blvd | Beverly Hills | CA | 90210 | N/A | PC | General Support | $25,000 |
| Chrysalis | |||||||
| 522 S Main Street | Los Angeles | CA | 90013 | N/A | PC | Sales Force Project | $130,000 |
| Easterseals Southern California | |||||||
| 1570 East 17th Street | Santa Ana | CA | 92715 | N/A | PC | Bob Hope Veterans Support Program | $189,546 |
| St Francis Youth Center | |||||||
| 477 East 155th Street | Bronx | NY | 10455 | N/A | PC | Youth Meal Programs | $25,000 |
| Bob Hope USO | |||||||
| 200 Pine Avenue Suite 240 | Long Beach | CA | 90802 | N/A | PC | General Support | $175,000 |
| Basilica of National Shrine | |||||||
| 400 Michigan Ave NE | Washington | DC | 20017 | N/A | PC | 2021 Christmas Meals for the Homeless | $20,000 |
| Gina Rose Montalto Memorial Foundat | |||||||
| 5645 Coral Ridge Drive Box 434 | Coral Springs | FL | 33076 | N/A | PC | General Support | $1,790 |
| The National World War II Museum | |||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | National World War II Museum | $81,248 |
| Operation Homefront | |||||||
| 1355 Central Pkwy S Ste 100 | San Antonio | TX | 78232 | N/A | PC | General Support | $292,016 |
| Bob Hope USO | |||||||
| 200 Pine Street - Suite 240 | Long Beach | CA | 90802 | N/A | PC | Reading Program | $20,908 |
| Bob Hope USO | |||||||
| 200 Pine Street - Suite 240 | Long Beach | CA | 90802 | N/A | PC | USO Flood Relief | $25,000 |
| Bob Hope USO | |||||||
| 200 Pine Street - Suite 240 | Long Beach | CA | 90802 | N/A | PC | National Guard in 2021 Matching Grant | $100,000 |
| Operation Homefront | |||||||
| 1600 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | General Support | $7,984 |
| US Vets | |||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | N/A | PC | General Support | $12,977 |
| US Vets | |||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | N/A | PC | General Support | $287,024 |
| National World War II Museum | |||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | Emergency assistance Hurricane IDA relief | $8,000 |
| Chordoma Foundation | |||||||
| PO Box 2127 | Durham | NC | 27702 | N/A | PC | Research | $25,000 |
| Monarch School | |||||||
| 1625 Newton Avenue | San Diego | CA | 92113 | N/A | PC | General Support | $2,391 |
| Putnam Valley Community Food Pantry | |||||||
| 337 Peekskill Hollow Road | Putnam Valley | NY | 10579 | N/A | PC | General Support | $25,000 |
| Westside Food Bank | |||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | N/A | PC | General Support | $25,000 |
| Food Forward | |||||||
| 7412 Fulton Ave 3 | North Hollywood | CA | 91605 | N/A | PC | COVID-19 Relief | $25,000 |
| RAIN Inc | |||||||
| 811 Morris Park Avenue | Bronx | NY | 10462 | N/A | PC | Holiday Support | $6,702 |
| Gina Rose Montalto Memorial Fund In | |||||||
| 5645 Coral Ridge Dr Box 434 | Coral Springs | FL | 33076 | N/A | PC | Scholarships | $23,210 |
| Friends of the Burbank Public Libra | |||||||
| 110 N Glenoaks Blvd | Burbank | CA | 91502 | N/A | PC | General Support | $5,000 |
| Easterseals Southern California | |||||||
| 1570 East 17th Street | Santa Ana | CA | 92715 | N/A | PC | General Support | $10,454 |
| Southeastern Blind Rehabilitation C | |||||||
| 700 South 19th Street | Birmingham | AL | 35233 | N/A | PC | General Support | $15,000 |
| St Mary's Center | |||||||
| 925 Brockhurst St | Oakland | CA | 94608 | N/A | PC | General Support | $10,000 |
| Veterans of Foreign Wars Post 653 | |||||||
| 406 W 34th Street | Kansas City | MO | 64111 | N/A | PC | Honoring Vietnam Veterans | $5,000 |
| Trabuco High School | |||||||
| 27501 Mustang Run | Mission Viejo | CA | 92691 | N/A | PC | 2021 Macy's Bob Hope Band Scholarship | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,824,704 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Elizabeth Dole Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 New Hampshire Ave NW Ste 1020 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Caring for Military Families | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,799,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,020,902 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| Adj Excise Tax | $14,144 | ||
| Interest Note Receivable | 14 | $164,588 | |
| License Fees | 15 | $281,602 | |
| Royalties | 15 | $14,742 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,280,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,295,005 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Adjustment for the provision for excise tax per audit. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Dolores Hope 2008 Trust | ||||||
| 1 | c/o 2600 W Olive Ave 5th Fl | Burbank | CA | 91505 | $7,600,000 | Yes (X) |
| Laura Mako Trust | ||||||
| 2 | c/o 2600 W Olive Ave 5th Fl | Burbank | CA | 91505 | $8,296 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $41,250 | Amt |
| Net Investment Income | $20,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Intel Corp 2.7% 12/15/22 | $867,587 | $867,587 |
| Wells Fargo & Co 3.5% 3/8/22 | $854,854 | $854,854 |
| Int'l Business Machines 1.875% 8/1/22 | $857,157 | $857,157 |
| JP Morgan Chase 3.875% 2/1/24 | $1,058,800 | $1,058,800 |
| Visa Inc, 2.8% 12/14/22 | $1,018,490 | $1,018,490 |
| Charles Schwab, 2.65% 1/25/23 | $509,275 | $509,275 |
| US Bank National, 3.4% 7/24/23 | $1,039,860 | $1,039,860 |
| Apple Inc, 3.0% 2/9/24 | $1,041,980 | $1,041,980 |
| Home Depot 2.625% 6/1/22 | $806,136 | $806,136 |
| Praxair Inc 2.20% 8/15/22 | $805,096 | $805,096 |
| Int'l Business Machines 3.0% 5/15/24 | $1,044,800 | $1,044,800 |
| Coca Cola Co, 1.75% 9/6/24 | $815,344 | $815,344 |
| Bank New York Mellon 2.10% 10/24/24 | $820,744 | $820,744 |
| Exxon Mobil 2.992% 3/19/25 | $1,051,330 | $1,051,330 |
| American Honda Finance 2.6% 11/16/22 | $1,017,280 | $1,017,280 |
| 3M Co, 1.75% 2/14/23 | $1,011,140 | $1,011,140 |
| United Parcel Service Inc, 2.5% 4/1/23 | $1,019,950 | $1,019,950 |
| Amazon, 0.45% 5/12/24 | $990,380 | $990,380 |
| Simon Property Group, 2.0% 9/13/24 | $1,017,980 | $1,017,980 |
| PNC Financial Svcs, 2.2% 11/1/24 | $1,027,100 | $1,027,100 |
| Caterpillar Finl Svcs, 2.15% 11/8/24 | $1,029,220 | $1,029,220 |
| Target Corp, 2.25% 4/15/25 | $1,030,960 | $1,030,960 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Cl C, 200 Sh | $578,718 | $578,718 |
| Alphabet Cl A, 1,050 Sh | $3,041,892 | $3,041,892 |
| Apple Inc, 10,000 Sh | $1,775,700 | $1,775,700 |
| Corning Inc, 39,150 Sh | $1,457,555 | $1,457,555 |
| Disney Walt Co, 3,000 Sh | $464,670 | $464,670 |
| Honeywell Intl Inc, 4,000 Sh | $834,040 | $834,040 |
| Mastercard Inc, 3,500 Sh | $1,257,620 | $1,257,620 |
| TJX Cos Inc, 17,880 Sh | $1,357,450 | $1,357,450 |
| Unitedhealth Group Inc, 4,000 Sh | $2,008,560 | $2,008,560 |
| Medtronic, 8,040 Sh | $831,738 | $831,738 |
| Alexandria Real Estate, 4,015 Sh | $895,184 | $895,184 |
| Price T Rowe Group, 10,050 Sh | $1,976,232 | $1,976,232 |
| Target Corp, 8,450 Sh | $1,955,668 | $1,955,668 |
| Colgate Palmolive Co, 10,050 Sh | $857,667 | $857,667 |
| CVS Health Corp, 18,000 Sh | $1,856,880 | $1,856,880 |
| Illumina Inc, 2,500 Sh | $951,100 | $951,100 |
| Kinder Morgan Inc, 100,000 Sh | $1,586,000 | $1,586,000 |
| Microsoft Corp, 5,900 Sh | $1,984,288 | $1,984,288 |
| Nvidia Corp, 8,100 Sh | $2,382,291 | $2,382,291 |
| United Parcel Service Inc, 9,500 Sh | $2,036,230 | $2,036,230 |
| Bristol Myers Squibb, 20,000 Sh | $1,247,000 | $1,247,000 |
| 3M Co, 7,000 Sh | $1,243,410 | $1,243,410 |
| Akamai Technologies, 6,000 Sh | $702,240 | $702,240 |
| SPDR S&P Biotech, 7,000 Sh | $783,720 | $783,720 |
| Cisco Sys, 30,000 Sh | $1,901,100 | $1,901,100 |
| Kimberly Clark, 5,000 Sh | $714,600 | $714,600 |
| Schlumberger Ltd, 60,000 Sh | $1,797,000 | $1,797,000 |
| EOG Res, 15,000 Sh | $1,332,450 | $1,332,450 |
| Fastenal, 12,000 Sh | $768,720 | $768,720 |
| Ishares MSCI Emrg Mkts, 15,000 Sh | $732,750 | $732,750 |
| Amazon, 425 Sh | $1,417,091 | $1,417,091 |
| Eli Lilly & Co, 3,000 Sh | $828,660 | $828,660 |
| Regeneron Pharma, 1,000 Sh | $631,520 | $631,520 |
| Vertex Pharma, 8,000 Sh | $1,756,800 | $1,756,800 |
| Delta Air Lines, 10,000 Sh | $390,800 | $390,800 |
| Iron Mountain REIT, 4,000 Sh | $209,320 | $209,320 |
| Otis Worldwide, 10,000 Sh | $870,700 | $870,700 |
| ViacomCBS, 10,000 Sh | $301,800 | $301,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,214,850 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,214,850 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,719,049 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,719,049 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard FTSE Emerging Mkts, 8,000 Sh | FMV | $395,680 | $395,680 |
| Ishares Russell 2000 ETF, 7,040 Sh | FMV | $1,566,048 | $1,566,048 |
| Ishares Russell Mid Cap ETF, 22,060 Sh | FMV | $1,831,201 | $1,831,201 |
| Vanguard FTSE Developed Mkts, 50 Sh | FMV | $2,553 | $2,553 |
| Southern Co, 40,000 Sh | FMV | $1,040,000 | $1,040,000 |
| AT&T Inc, 20,000 Sh | FMV | $543,400 | $543,400 |
| Goldman Sachs Grp, 175 Sh | FMV | $4,629 | $4,629 |
| Metlife Inc, 20,000 Sh | FMV | $528,000 | $528,000 |
| Northern Tr Corp, 25,000 Sh | FMV | $677,750 | $677,750 |
| State Street Corp, 30,400 Sh | FMV | $830,224 | $830,224 |
| Wells Fargo, 40,000 Sh | FMV | $1,034,400 | $1,034,400 |
| Morgan Stanley, 75 Sh | FMV | $2,182 | $2,182 |
| US Bancorp, 40,000 Sh | FMV | $1,008,400 | $1,008,400 |
| Charles Schwab, 30,000 Sh | FMV | $783,300 | $783,300 |
| Huntington Bancshares, 25,000 Sh | FMV | $657,000 | $657,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $18,149 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,547 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Royalties | $172,336 | $275 | $275 |
| Deposits | $4,139 | $4,139 | $4,139 |
| Intellectual Property | $240,766 | $240,766 | $240,766 |
| Interest Receivable | $458,901 | $216,128 | $216,128 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative Expenses | $13,060 | $6,530 | $6,530 |
| Bank Fee | $2 | $2 | |
| Bob Hope - An Amer. Treasure | $3,384 | $3,384 | |
| Bob Hope - Dear Bob | $4,199 | $4,199 | |
| Bob Hope - Exhibit | $73,824 | $73,824 | |
| Data Processing | $120 | $120 | |
| DP Licenses | $20,325 | $5,081 | $15,244 |
| Dues & Subscriptions | $99 | $99 | |
| Filing Fees | $150 | $150 | |
| Insurance | $29,650 | $14,825 | $14,825 |
| Legacy PR | $525 | $525 | |
| Miscellaneous | $3,632 | $3,632 | |
| Office Supplies | $2,149 | $1,849 | |
| Payroll Fees | $2,329 | $2,329 | |
| Postage & Delivery | $2,846 | $2,846 | |
| Telephone | $137 | $137 | |
| Veteran Chapel Restoration Project | $735 | $735 | |
| Web Hosting | $8,405 | $8,405 | |
| Website Maintenance | $43,550 | $10,888 | $32,663 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Adj Excise Tax | $14,144 | |
| Interest Note Receivable | $164,588 | $164,588 |
| License Fees | $281,602 | $281,602 |
| Royalties | $14,742 | $14,742 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Tax | $262,577 | $337,616 |
| Excise Tax Liability | $9,084 | |
| Payroll Tax Liability | $1,512 | $1,512 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Yucaipa Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $108,531 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultants | $13,656 | $0 | $0 | $9,906 |
| Investment Management Fees | $192,081 | $192,081 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Provision | CategoryTxt |
| Amt | $117,782 | Amt |
Comments