BOB & DOLORES HOPE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOB & DOLORES HOPE FOUNDATION (EIN 95-6048629)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349101325
- Schema version
- 2020v4.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T13:42:06-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-08 | 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 | 2020 | 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 | $73,033,481 | 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 | $3,653,197 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,488,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,453,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $684,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,326,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $684,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $935,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $935,656 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,761,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,073,572 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $460,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $115,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $345,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $240,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,225 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $180,674 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,970 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,743 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,716 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,052 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $55,981 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,753 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,753 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $256,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,896 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $134,056 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $149,244 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $56,742 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,186 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $42,557 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,005 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $86,466 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $285,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $295,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,611,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,202,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,687,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,387,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,298,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,589,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$536,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,702,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,149 | CashBOYAmt |
| Cash EOY | $209,470 | CashEOYAmt |
| Cash EOYFMV | $209,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $308,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $862,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $862,556 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $10,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $23,603 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,495 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,495 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,171,219 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,912,297 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,912,297 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,528,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,012,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,012,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,368,616 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,546,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,546,716 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,789,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,586,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,586,793 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $740,457 | OtherAssetsBOYAmt |
| Other Assets EOY | $876,142 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $876,142 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,242,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,033,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,033,481 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $120,612 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,437 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,520,000 | GrantsPayableEOYAmt |
| Deferred Revenue EOY | $83,333 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $111,539 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $273,173 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,357,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,917,943 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,885,278 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,885,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,115,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,242,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,033,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,885,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$536,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,828,172 | OtherIncreasesAmt |
| Subtotal | $70,176,469 | SubtotalAmt |
| Other Decreases | $60,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,115,538 | 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 | 2021-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $16,326,009 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,642,004 | CostOrOtherBasisAmt |
| Gain Or Loss | $684,005 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $684,005 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $684,005 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $684,005 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,563 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,563 | SubtotalAmt |
| Tax Based On Investment Income | $37,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,624 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $78,624 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $41,061 | OverpaymentAmt |
| Applied To ES Tax | $41,061 | 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 | $380,000 |
| John McDonnell | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Sect'y/Dir. | 5.00 | $20,000 |
| Ken Levy | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Director | 5.00 | $20,000 |
| Jack Peter | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Treas./Dir. | 5.00 | $20,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Hardy | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Archivist | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,446 | CompensationAmt |
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 | $128,896 | 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 | $87,689 | Expenses1Amt |
| Description2 | Restoration of the Los Angeles VA Chapel dedicated to Bob Hope, located in the Los Angeles National Cemetery. | Description2Txt |
| Expenses2 | $25,229 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,260,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,005,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,265,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $63,265,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $948,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,316,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,115,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,115,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,563 | TotalTaxAmt |
| Distributable Before Adj | $3,078,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,078,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,078,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,589,383 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,589,383 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,589,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,078,250 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,384,535 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,226,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,630,752 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,472,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,175,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,889,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,589,383 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,078,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,511,133 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,400,947 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,384,535 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,016,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,226,870 | ExcessFromYear4Amt |
| Excess From Year3 | $1,630,752 | ExcessFromYear3Amt |
| Excess From Year2 | $5,472,595 | ExcessFromYear2Amt |
| Excess From Year1 | $5,175,062 | ExcessFromYear1Amt |
| Excess From Current Year | $4,511,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 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 | 2020 Thanksgiving Mission | $10,000 |
| St Charles Holy Family Services Cen | |||||||
| 10831 Moorpark St | North Hollywood | CA | 91602 | N/A | PC | Holy Family Service Center | $50,000 |
| Good Shepherd Shelter | |||||||
| 2561 W Venice Blvd | Los Angeles | CA | 90019 | N/A | PC | COVID-19 Relief | $50,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | Sunset Grant | $250,000 |
| Monarch School | |||||||
| 1625 Newton Avenue | San Diego | CA | 92113 | N/A | PC | General Support | $500,000 |
| Westside Food Bank | |||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | N/A | PC | General Support | $50,000 |
| Society of St Vincent De Paul | |||||||
| 210 N Ave 21 | Los Angeles | CA | 90031 | N/A | PC | COVID-19 Relief | $25,000 |
| Food on Foot | |||||||
| 9663 Santa Monica Blvd | Beverly Hills | CA | 90210 | N/A | PC | COVID-19 Relief | $50,000 |
| North Hollywood Interfaith Food Pan | |||||||
| 4390 Colfax Avenue | Studio City | CA | 91604 | N/A | PC | COVID-19 Relief | $30,000 |
| Chrysalis | |||||||
| 522 S Main Street | Los Angeles | CA | 90013 | N/A | PC | COVID-19 Relief | $50,000 |
| Midnight Mission | |||||||
| 601 So San Pedro Street | Los Angeles | CA | 90014 | N/A | PC | COVID-19 Relief | $100,000 |
| Union Station Homeless Services | |||||||
| 826 E Orange Grove Blvd | Pasadena | CA | 91104 | N/A | PC | COVID-19 Relief | $50,000 |
| Operation Homefront | |||||||
| 1600 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | Assistance for military families | $250,000 |
| Good Shepherd Shelter | |||||||
| 2561 W Venice Blvd | Los Angeles | CA | 90019 | N/A | PC | COVID-19 Relief | $25,000 |
| Easterseals Southern California | |||||||
| 1570 East 17th Street | Santa Ana | CA | 92715 | N/A | PC | Bob Hope Veterans Support Program | $250,000 |
| Food Forward Inc | |||||||
| 7412 Fulton Avenue | No Hollywood | CA | 91605 | N/A | PC | COVID-19 Relief | $50,000 |
| St Francis Youth Center | |||||||
| 477 East 155th Street | Bronx | NY | 10455 | N/A | PC | Youth Meal Programs | $18,000 |
| Upward Bound House | |||||||
| 1104 Washington Avenue | Santa Monica | CA | 90403 | N/A | PC | COVID-19 Relief | $25,000 |
| Bob Hope USO | |||||||
| 200 Pine Avenue Suite 240 | Long Beach | CA | 90802 | N/A | PC | Fleet Week Support | $10,000 |
| Basilica of National Shrine | |||||||
| 400 Michigan Ave NE | Washington | DC | 20017 | N/A | PC | 2020 Christmas Meals for the Homeless | $15,000 |
| Providence St Joseph Foundation | |||||||
| 501 S Buena Vista Street | Burbank | CA | 91505 | N/A | PC | COVID-19 Relief | $100,000 |
| Pearl Harbor Aviation Museum | |||||||
| 319 Lexington Blvd 37 | Honolulu | HI | 96818 | N/A | PC | An American Treasure | $20,000 |
| Leah's Pantry Inc | |||||||
| 3019 Mission Street | San Francisco | CA | 94110 | N/A | PC | Sunset Grant | $75,000 |
| Bob Hope USO | |||||||
| 200 Pine Street - Suite 240 | Long Beach | CA | 90802 | N/A | PC | Interactive Touch Screen | $250,000 |
| Bob Hope USO | |||||||
| 200 Pine Street - Suite 240 | Long Beach | CA | 90802 | N/A | PC | Holiday Program | $40,000 |
| Covenant House California | |||||||
| 1325 N Western Avenue | Hollywood | CA | 90027 | N/A | PC | COVID-19 Relief | $25,000 |
| Operation Homefront | |||||||
| 1600 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | Emergency Assistance Fund & Holiday Meals Fund | $300,000 |
| St Francis Center | |||||||
| 1835 S Hope Street | Los Angeles | CA | 90015 | N/A | PC | COVID-19 Relief | $25,000 |
| The Elizabeth Dole Foundation | |||||||
| 600 New Hampshire Ave NW Ste 1020 | Washington | DC | 20037 | N/A | PC | Caring for Military Families | $500,000 |
| US Vets | |||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | N/A | PC | Women West on Point | $300,000 |
| Armed Services Art Partnership | |||||||
| 2461 Eisenhower Ave Floor 2 | Alexandria | VA | 22314 | N/A | PC | General Support | $50,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | So. California Program | $141,000 |
| Mary Help of Christians | |||||||
| 5980 University Drive | Parkland | FL | 33067 | N/A | PC | Migrant Support | $20,000 |
| Gary Sinise Foundation | |||||||
| PO Box 368 | Woodland Hills | CA | 91365 | N/A | PC | COVID-19 Relief | $100,000 |
| National World War II Museum | |||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | COVID-19 Relief | $300,000 |
| Chordoma Foundation | |||||||
| PO Box 2127 | Durham | NC | 27702 | N/A | PC | Research | $25,000 |
| United Services Organizations | |||||||
| 2111 Wilson Blvd Suite 1200 | Arlington | VA | 22201 | N/A | PC | Bob Hope Reading Program | $300,000 |
| LA Press Club | |||||||
| 6464 Sunset Blvd Suite 870 | Hollywood | CA | 90028 | N/A | PC | General Support | $5,500 |
| Monarch School | |||||||
| 1625 Newton Avenue | San Diego | CA | 92113 | N/A | PC | General Support | $100,000 |
| United Services Organizations | |||||||
| 2111 Wilson Blvd Suite 1200 | Arlington | VA | 22201 | N/A | PC | COVID-19 Relief | $250,000 |
| Westside Food Bank | |||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | N/A | PC | General Support | $150,000 |
| Air Force Enlisted Village | |||||||
| 92 Sunset Lane | Shalimar | FL | 32579 | N/A | PC | COVID-19 Relief | $100,000 |
| Westside Food Bank | |||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | N/A | PC | COVID-19 Relief | $50,000 |
| The Actors Fund | |||||||
| 729 Seventh Ave 10th Floor | New York | NY | 10019 | N/A | PC | COVID-19 Relief | $50,000 |
| Pearl Harbor Aviation Museum | |||||||
| 319 Lexington Blvd 37 | Honolulu | HI | 96818 | N/A | PC | COVID-19 Relief | $200,000 |
| St Jacobus Lutheran Church | |||||||
| 72-01 43rd Avenue | Woodside | NY | 11377 | N/A | PC | COVID-19 Relief | $10,000 |
| RAIN Inc | |||||||
| 811 Morris Park Avenue | Bronx | NY | 10462 | N/A | PC | General Support | $500,000 |
| RAIN Inc | |||||||
| 811 Morris Park Avenue | Bronx | NY | 10462 | N/A | PC | Truck | $84,105 |
| Putnam Valley Community Food Pantry | |||||||
| 337 Peekskill Hollow Road | Putnam Valley | NY | 10579 | N/A | PC | General Support | $25,000 |
| The Elizabeth Dole Foundation | |||||||
| 600 New Hampshire Ave NW Ste 1020 | Washington | DC | 20037 | N/A | PC | Hidden Heros | $200,000 |
| Westside Food Bank | |||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | N/A | PC | COVID-19 Relief | $25,000 |
| Food Forward | |||||||
| 7412 Fulton Ave 3 | North Hollywood | CA | 91605 | N/A | PC | COVID-19 Relief | $2,500 |
| RAIN Inc | |||||||
| 811 Morris Park Avenue | Bronx | NY | 10462 | N/A | PC | Holiday Support | $1,098 |
| Upper Room Dining Hall | |||||||
| 1868 Broadway | Placerville | CA | 95667 | N/A | PC | General Support | $5,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | Volunteers Special Assistance | $100,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | So. California Program | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,387,203 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,488,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $684,005 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Interest Note Receivable | 14 | $511,619 |
| License Fees | 15 | $421,981 |
| Litigation Settlement | 18 | $120 |
| Royalties | 15 | $2,056 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,108,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,108,378 | TotalIncomeProducingActyAmt |
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 | $3,188,381 | Yes (X) |
| Laura Mako Trust | ||||||
| 2 | c/o 2600 W Olive Ave 5th Fl | Burbank | CA | 91505 | $463,566 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $37,505 | Amt |
| Net Investment Income | $18,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,753 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Intel Corp 3.3% 10/1/21 | $613,320 | $613,320 |
| Unitedhealth Group 3.375% 11/15/21 | $509,235 | $509,235 |
| Intel Corp 2.7% 12/15/22 | $890,205 | $890,205 |
| Wells Fargo & Co 3.5% 3/8/22 | $881,246 | $881,246 |
| Int'l Business Machines 1.875% 8/1/22 | $873,554 | $873,554 |
| JP Morgan Chase 3.875% 2/1/24 | $1,100,440 | $1,100,440 |
| Visa Inc, 2.8% 12/14/22 | $1,046,420 | $1,046,420 |
| Charles Schwab, 2.65% 1/25/23 | $523,780 | $523,780 |
| US Bank National, 3.4% 7/24/23 | $1,073,790 | $1,073,790 |
| Apple Inc, 3.0% 2/9/24 | $1,075,760 | $1,075,760 |
| Home Depot 2.625% 6/1/22 | $824,976 | $824,976 |
| Praxair Inc 2.20% 8/15/22 | $820,112 | $820,112 |
| Int'l Business Machines 3.0% 5/15/24 | $541,640 | $541,640 |
| Coca Cola Co, 1.75% 9/6/24 | $837,976 | $837,976 |
| Bank New York Mellon 2.10% 10/24/24 | $849,632 | $849,632 |
| Exxon Mobil 2.992% 3/19/25 | $547,250 | $547,250 |
| Oracle Corp 2.50% 4/1/25 | $537,380 | $537,380 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Cl C, 200 Sh | $350,376 | $350,376 |
| Alphabet Cl A, 1,050 Sh | $1,840,272 | $1,840,272 |
| Apple Inc, 14,000 Sh | $1,857,660 | $1,857,660 |
| Corning Inc, 24,150 Sh | $869,400 | $869,400 |
| Disney Walt Co, 3,000 Sh | $543,540 | $543,540 |
| Honeywell Intl Inc, 5,700 Sh | $1,212,390 | $1,212,390 |
| Lilly Eli & Co, 3,000 Sh | $506,520 | $506,520 |
| Mastercard Inc, 3,500 Sh | $1,249,290 | $1,249,290 |
| TJX Cos Inc, 20,080 Sh | $1,371,263 | $1,371,263 |
| Unitedhealth Group Inc, 4,000 Sh | $1,402,720 | $1,402,720 |
| Medtronic, 8,040 Sh | $941,806 | $941,806 |
| Alexandria Real Estate, 4,015 Sh | $715,553 | $715,553 |
| Amazon Inc, 425 Sh | $1,384,195 | $1,384,195 |
| Price T Rowe Group, 10,050 Sh | $1,521,470 | $1,521,470 |
| Target Corp, 11,050 Sh | $1,950,657 | $1,950,657 |
| Colgate Palmolive Co, 10,050 Sh | $859,376 | $859,376 |
| CVS Health Corp, 10,000 Sh | $683,000 | $683,000 |
| Illumina Inc, 2,500 Sh | $925,000 | $925,000 |
| Kinder Morgan Inc, 20,000 Sh | $273,400 | $273,400 |
| Microsoft Corp, 6,000 Sh | $1,334,520 | $1,334,520 |
| Nvidia Corp, 4,500 Sh | $2,349,900 | $2,349,900 |
| United Parcel Service Inc, 9,500 Sh | $1,599,800 | $1,599,800 |
| Xilinx Inc, 8,025 Sh | $1,137,704 | $1,137,704 |
| Bristol Myers Squibb, 10,000 Sh | $620,300 | $620,300 |
| 3M Co, 7,000 Sh | $1,223,530 | $1,223,530 |
| Akamai Technologies, 6,000 Sh | $629,940 | $629,940 |
| SPDR S&P Biotech, 7,000 Sh | $985,460 | $985,460 |
| Cisco Sys, 20,000 Sh | $895,000 | $895,000 |
| Electronic Arts, 5,000 Sh | $718,000 | $718,000 |
| Kimberly Clark, 5,000 Sh | $674,150 | $674,150 |
| Schlumberger Ltd, 50,000 Sh | $1,091,500 | $1,091,500 |
| Starbucks Corp, 7,000 Sh | $748,860 | $748,860 |
| EOG Res, 15,000 Sh | $748,050 | $748,050 |
| Fastenal, 12,000 Sh | $585,960 | $585,960 |
| Goodyear Tire & Rubr, 40,000 Sh | $436,400 | $436,400 |
| Ishares MSCI Emrg Mkts, 15,000 Sh | $775,050 | $775,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,912,297 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,912,297 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard FTSE Emerging Mkts, 8,000 Sh | FMV | $400,880 | $400,880 |
| Ishares Russell 2000 ETF, 7,040 Sh | FMV | $1,380,262 | $1,380,262 |
| Ishares Russell Mid Cap ETF, 22,060 Sh | FMV | $1,512,213 | $1,512,213 |
| Vanguard FTSE Developed Mkts, 50 Sh | FMV | $2,360 | $2,360 |
| Southern Co, 30,000 Sh | FMV | $807,600 | $807,600 |
| AT&T Inc, 20,000 Sh | FMV | $562,800 | $562,800 |
| Goldman Sachs Grp, 175 Sh | FMV | $4,783 | $4,783 |
| Metlife Inc, 20,000 Sh | FMV | $565,400 | $565,400 |
| Northern Tr Corp, 25,000 Sh | FMV | $694,500 | $694,500 |
| State Street Corp, 30,400 Sh | FMV | $861,232 | $861,232 |
| Wells Fargo, 30,000 Sh | FMV | $792,600 | $792,600 |
| Morgan Stanley, 75 Sh | FMV | $2,163 | $2,163 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $35,052 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $55,981 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| Accrued Royalties | $172,336 | $172,336 | |
| Deposits | $4,139 | $4,139 | $4,139 |
| Intellectual Property | $240,766 | $240,766 | $240,766 |
| Interest Receivable | $458,901 | $458,901 | $495,552 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Fee | $22 | $22 | |
| Bob Hope - Exhibit | $87,689 | $87,689 | |
| Data Processing | $37 | $37 | |
| DP Licenses | $10,826 | $19,120 | $2,707 |
| Dues & Subscriptions | $1,020 | $7,294 | |
| Filing Fees | $160 | $160 | |
| Insurance | $26,371 | $13,186 | $13,186 |
| Miscellaneous | $546 | ||
| Office Supplies | $8,549 | $10,929 | |
| Photo Scanning | $124 | $124 | |
| Postage & Delivery | $1,967 | $3,839 | |
| Telephone | $325 | $549 | |
| Veteran Chapel Restoration Project | $25,229 | $25,229 | |
| Warehouse Rental | $100,000 | $100,000 | |
| Web Hosting | $8,916 | $16,823 | |
| Website Maintenance | $13,906 | $10,430 | $3,477 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Note Receivable | $511,619 | $511,619 |
| License Fees | $421,981 | $421,981 |
| Litigation Settlement | $120 | |
| Royalties | $2,056 | $2,056 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Excise Tax | $111,539 | $262,577 |
| Excise Tax Liability | $9,084 | |
| Payroll Tax Liability | $1,512 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultants | $127,900 | $0 | $0 | $134,056 |
| Investment Management Fees | $128,896 | $128,896 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Provision | CategoryTxt |
| Amt | $149,244 | Amt |
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