2022-11-14T16:08:00-08:00 2021-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2021-01-01 956048629 Bob & Dolores Hope Foundation BOB& 8183335067 2600 W Olive Avenue 5th Fl Burbank CA 91505 Anthony Montalto President 2022-11-14 false Anthony Montalto 999009999 Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 87291209 X 7608706 1799027 1785277 1020902 7336446 1020902 475076 460932 10903711 3267111 665000 133750 516250 371747 92937 278810 55849 13962 41887 18149 2547 41250 20625 20625 205737 192081 9906 117782 132603 33151 99452 22000 21183 209121 37324 171498 1839238 523830 1162158 2629703 3824704 4468941 523830 4986862 6434770 2743281 209470 47125 47125 862556 3309691 3309691 108531 10000000 108531 108531 27495 71261 71261 2912297 3933899 3933899 37012012 47719164 47719164 13546716 20735463 20735463 7586793 10904767 10904767 876142 461308 461308 73033481 87291209 87291209 41437 42083 2520000 1325000 83333 83333 273173 339128 2917943 1789544 X 70115538 85501665 70115538 85501665 73033481 87291209 70115538 6434770 8951357 85501665 85501665 Sale of Publicly Traded Securities P 2000-01-01 2021-12-31 7336446 6315544 1020902 1020902 1020902 38132 38132 38132 83061 83061 X 44929 44929 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 20000 Anthony Montalto 2600 W Olive Avenue 5th Fl Burbank CA 91505 Pres./Dir. 35.00 495000 John McDonnell 2600 W Olive Avenue 5th Fl Burbank CA 91505 Sect'y/Dir. 5.00 20000 Ken Levy 'til 121 2600 W Olive Avenue 5th Fl Burbank CA 91505 Director 5.00 65000 John Peter 'til 121 2600 W Olive Avenue 5th Fl Burbank CA 91505 Treas./Dir. 5.00 65000 James Hardy 2600 W Olive Avenue 5th Fl Burbank CA 91505 Archivist 35.00 90913 John Peter 2600 W Olive Avenue 5th Fl Burbank CA 91505 VP/Treasurer 8.00 70000 Ken Levy 2600 W Olive Avenue 5th Fl Burbank CA 91505 VP Marketing 8.00 60000 Bank of America Private Bank One Gorham Island Suite 202 Westport CT 06880 Investment Mgmt 192081 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. 73824 Restoration of the Los Angeles VA Chapel dedicated to Bob Hope, located in the Los Angeles National Cemetery. 735 77014429 4274492 0 81288921 0 81288921 1219334 80069587 4003479 4003479 38132 38132 3965347 3965347 3965347 4986862 4986862 3965347 2226870 1630752 5472595 5175062 4511133 19016412 4986862 0 3965347 1021515 20037927 0 2226870 17811057 1630752 5472595 5175062 4511133 1021515 X Lamb of GodFeeding the 5000 19691 Cypress View Drive Fort Myers FL 33967 N/A PC 2021 Thanksgiving Mission 10000 Good Shepherd Shelter 2561 W Venice Blvd Los Angeles CA 90019 N/A PC COVID-19 Relief 70000 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National World War II Museum 1418753 Monarch School 1625 Newton Avenue San Diego CA 92113 N/A PC General Support 347609 Bob Hope USO 200 Pine Ave Suite 240 Long Beach CA 90802 N/A PC Bob Hope Reading Program 379092 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 Sales Force Project 130000 Easterseals Southern California 1570 East 17th Street Santa Ana CA 92715 N/A PC Bob Hope Veterans Support Program 189546 St Francis Youth Center 477 East 155th Street Bronx NY 10455 N/A PC Youth Meal Programs 25000 Bob Hope USO 200 Pine Avenue Suite 240 Long Beach CA 90802 N/A PC General Support 175000 Basilica of National Shrine 400 Michigan Ave NE Washington DC 20017 N/A PC 2021 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 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National World War II Museum 81248 Operation Homefront 1355 Central Pkwy S Ste 100 San Antonio TX 78232 N/A PC General Support 292016 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC Reading Program 20908 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC USO Flood Relief 25000 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC National Guard in 2021 Matching Grant 100000 Operation Homefront 1600 Wilson Blvd Suite 600 Arlington VA 22209 N/A PC General Support 7984 US Vets 800 W 6th Street Suite 1505 Los Angeles CA 90017 N/A PC General Support 12977 US Vets 800 W 6th Street Suite 1505 Los Angeles CA 90017 N/A PC General Support 287024 National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC Emergency assistance Hurricane IDA relief 8000 Chordoma Foundation PO Box 2127 Durham NC 27702 N/A PC Research 25000 Monarch School 1625 Newton Avenue San Diego CA 92113 N/A PC General Support 2391 Putnam Valley Community Food Pantry 337 Peekskill Hollow Road Putnam Valley NY 10579 N/A PC General Support 25000 Westside Food Bank 1710 22nd Street Santa Monica CA 90404 N/A PC General Support 25000 Food Forward 7412 Fulton Ave 3 North Hollywood CA 91605 N/A PC COVID-19 Relief 25000 RAIN Inc 811 Morris Park Avenue Bronx NY 10462 N/A PC Holiday Support 6702 Gina Rose Montalto Memorial Fund In 5645 Coral Ridge Dr Box 434 Coral Springs FL 33076 N/A PC Scholarships 23210 Friends of the Burbank Public Libra 110 N Glenoaks Blvd Burbank CA 91502 N/A PC General Support 5000 Easterseals Southern California 1570 East 17th Street Santa Ana CA 92715 N/A PC General Support 10454 Southeastern Blind Rehabilitation C 700 South 19th Street Birmingham AL 35233 N/A PC General Support 15000 St Mary's Center 925 Brockhurst St Oakland CA 94608 N/A PC General Support 10000 Veterans of Foreign Wars Post 653 406 W 34th Street Kansas City MO 64111 N/A PC Honoring Vietnam Veterans 5000 Trabuco High School 27501 Mustang Run Mission Viejo CA 92691 N/A PC 2021 Macy's Bob Hope Band Scholarship 20000 3824704 The Elizabeth Dole Foundation 600 New Hampshire Ave NW Ste 1020 Washington DC 20037 N/A PC Caring for Military Families 500000 500000 14 1799027 18 1020902 Adj Excise Tax 14144 Interest Note Receivable 14 164588 License Fees 15 281602 Royalties 15 14742 3280861 14144 3295005 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 7600000 X 2 Laura Mako Trust c/o 2600 W Olive Ave 5th Fl Burbank CA 91505 8296 X Accounting Fees 41250 20625 0 20625 Intel Corp 2.7% 12/15/22 867587 867587 Wells Fargo & Co 3.5% 3/8/22 854854 854854 Int'l Business Machines 1.875% 8/1/22 857157 857157 JP Morgan Chase 3.875% 2/1/24 1058800 1058800 Visa Inc, 2.8% 12/14/22 1018490 1018490 Charles Schwab, 2.65% 1/25/23 509275 509275 US Bank National, 3.4% 7/24/23 1039860 1039860 Apple Inc, 3.0% 2/9/24 1041980 1041980 Home Depot 2.625% 6/1/22 806136 806136 Praxair Inc 2.20% 8/15/22 805096 805096 Int'l Business Machines 3.0% 5/15/24 1044800 1044800 Coca Cola Co, 1.75% 9/6/24 815344 815344 Bank New York Mellon 2.10% 10/24/24 820744 820744 Exxon Mobil 2.992% 3/19/25 1051330 1051330 American Honda Finance 2.6% 11/16/22 1017280 1017280 3M Co, 1.75% 2/14/23 1011140 1011140 United Parcel Service Inc, 2.5% 4/1/23 1019950 1019950 Amazon, 0.45% 5/12/24 990380 990380 Simon Property Group, 2.0% 9/13/24 1017980 1017980 PNC Financial Svcs, 2.2% 11/1/24 1027100 1027100 Caterpillar Finl Svcs, 2.15% 11/8/24 1029220 1029220 Target Corp, 2.25% 4/15/25 1030960 1030960 Alphabet Cl C, 200 Sh 578718 578718 Alphabet Cl A, 1,050 Sh 3041892 3041892 Apple Inc, 10,000 Sh 1775700 1775700 Corning Inc, 39,150 Sh 1457555 1457555 Disney Walt Co, 3,000 Sh 464670 464670 Honeywell Intl Inc, 4,000 Sh 834040 834040 Mastercard Inc, 3,500 Sh 1257620 1257620 TJX Cos Inc, 17,880 Sh 1357450 1357450 Unitedhealth Group Inc, 4,000 Sh 2008560 2008560 Medtronic, 8,040 Sh 831738 831738 Alexandria Real Estate, 4,015 Sh 895184 895184 Price T Rowe Group, 10,050 Sh 1976232 1976232 Target Corp, 8,450 Sh 1955668 1955668 Colgate Palmolive Co, 10,050 Sh 857667 857667 CVS Health Corp, 18,000 Sh 1856880 1856880 Illumina Inc, 2,500 Sh 951100 951100 Kinder Morgan Inc, 100,000 Sh 1586000 1586000 Microsoft Corp, 5,900 Sh 1984288 1984288 Nvidia Corp, 8,100 Sh 2382291 2382291 United Parcel Service Inc, 9,500 Sh 2036230 2036230 Bristol Myers Squibb, 20,000 Sh 1247000 1247000 3M Co, 7,000 Sh 1243410 1243410 Akamai Technologies, 6,000 Sh 702240 702240 SPDR S&P Biotech, 7,000 Sh 783720 783720 Cisco Sys, 30,000 Sh 1901100 1901100 Kimberly Clark, 5,000 Sh 714600 714600 Schlumberger Ltd, 60,000 Sh 1797000 1797000 EOG Res, 15,000 Sh 1332450 1332450 Fastenal, 12,000 Sh 768720 768720 Ishares MSCI Emrg Mkts, 15,000 Sh 732750 732750 Amazon, 425 Sh 1417091 1417091 Eli Lilly & Co, 3,000 Sh 828660 828660 Regeneron Pharma, 1,000 Sh 631520 631520 Vertex Pharma, 8,000 Sh 1756800 1756800 Delta Air Lines, 10,000 Sh 390800 390800 Iron Mountain REIT, 4,000 Sh 209320 209320 Otis Worldwide, 10,000 Sh 870700 870700 ViacomCBS, 10,000 Sh 301800 301800 1214850 1214850 2719049 2719049 Vanguard FTSE Emerging Mkts, 8,000 Sh FMV 395680 395680 Ishares Russell 2000 ETF, 7,040 Sh FMV 1566048 1566048 Ishares Russell Mid Cap ETF, 22,060 Sh FMV 1831201 1831201 Vanguard FTSE Developed Mkts, 50 Sh FMV 2553 2553 Southern Co, 40,000 Sh FMV 1040000 1040000 AT&T Inc, 20,000 Sh FMV 543400 543400 Goldman Sachs Grp, 175 Sh FMV 4629 4629 Metlife Inc, 20,000 Sh FMV 528000 528000 Northern Tr Corp, 25,000 Sh FMV 677750 677750 State Street Corp, 30,400 Sh FMV 830224 830224 Wells Fargo, 40,000 Sh FMV 1034400 1034400 Morgan Stanley, 75 Sh FMV 2182 2182 US Bancorp, 40,000 Sh FMV 1008400 1008400 Charles Schwab, 30,000 Sh FMV 783300 783300 Huntington Bancshares, 25,000 Sh FMV 657000 657000 Legal Fees 18149 0 0 2547 Accrued Royalties 172336 275 275 Deposits 4139 4139 4139 Intellectual Property 240766 240766 240766 Interest Receivable 458901 216128 216128 Administrative Expenses 13060 6530 6530 Bank Fee 2 2 Bob Hope - An Amer. Treasure 3384 3384 Bob Hope - Dear Bob 4199 4199 Bob Hope - Exhibit 73824 73824 Data Processing 120 120 DP Licenses 20325 5081 15244 Dues & Subscriptions 99 99 Filing Fees 150 150 Insurance 29650 14825 14825 Legacy PR 525 525 Miscellaneous 3632 3632 Office Supplies 2149 1849 Payroll Fees 2329 2329 Postage & Delivery 2846 2846 Telephone 137 137 Veteran Chapel Restoration Project 735 735 Web Hosting 8405 8405 Website Maintenance 43550 10888 32663 Adj Excise Tax 14144 Interest Note Receivable 164588 164588 License Fees 281602 281602 Royalties 14742 14742 Deferred Excise Tax 262577 337616 Excise Tax Liability 9084 Payroll Tax Liability 1512 1512 The Yucaipa Company 108531 Consultants 13656 0 0 9906 Investment Management Fees 192081 192081 0 0 Excise Tax Provision 117782