BOB & DOLORES HOPE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOB & DOLORES HOPE FOUNDATION (EIN 95-6048629)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202043199349100429
- Schema version
- 2019v5.0
- 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
- 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 Increases Schedule
- 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 | 2020-11-14T14:10:03-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Duffield | PreparerPersonNm |
| PTIN | P01257136 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,242,429 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,028,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,977,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,571,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,142 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $753,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $753,495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,002,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,951,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $480,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $360,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $238,486 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $59,622 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $178,865 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,919 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,730 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,189 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,407 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $71,299 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,967 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $50,653 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,663 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,990 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $110,453 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $108,595 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,060 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $121,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,433,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $388,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $945,841 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,605,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,100,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,038,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $388,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,045,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,035,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,562,309 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,750 | CashBOYAmt |
| Cash EOY | $311,149 | CashEOYAmt |
| Cash EOYFMV | $311,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,628,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,511 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $10,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $51,796 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,603 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,603 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,247,392 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,171,219 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,171,219 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,015,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,528,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,528,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,717,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,368,616 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,368,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,679,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,789,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,789,929 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $470,370 | OtherAssetsBOYAmt |
| Other Assets EOY | $740,457 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $740,457 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,934,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,242,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,242,429 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $123,291 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $120,612 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,615,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,125,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $36,765 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $111,539 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,775,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,357,151 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,159,816 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,159,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,885,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,934,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,242,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,159,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,035,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,761,116 | OtherIncreasesAmt |
| Subtotal | $59,885,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,885,278 | 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 | 2019-12-31 | SoldDt |
| Gross Sales Price | $14,571,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,351,570 | CostOrOtherBasisAmt |
| Gain Or Loss | $220,142 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $220,142 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,142 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,298,478 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,563,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,402,673 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,506,307 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,111,089 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,892,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08679 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,524,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,353,457 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08130 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,365,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,749,843 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06616 | DistributionYr5Rt |
| Total Distribution | 0.456322 | TotalDistributionRt |
| Average Distribution | 0.091264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,930,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,287,000 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,623 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,312,623 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,045,981 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $25,623 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,623 | SubtotalAmt |
| Tax Based On Investment Income | $25,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,736 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $45,736 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,113 | OverpaymentAmt |
| Applied To ES Tax | $20,113 | 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 (6 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. | 40.00 | $380,000 |
| John McDonnell | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | Sect'y/Dir. | 5.00 | $20,000 |
| Miranda Hope | ||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | VP/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 | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,289 | 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 | $131,692 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,239,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,573,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,813,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $58,813,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $882,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,930,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,896,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,896,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,623 | TotalTaxAmt |
| Distributable Before Adj | $2,870,919 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,870,919 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,870,919 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,045,981 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,045,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,623 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,020,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,870,919 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $600,021 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,384,535 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,226,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,630,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,472,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,314,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,045,981 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,870,919 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,175,062 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,489,835 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $600,021 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,889,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,384,535 | ExcessFromYear4Amt |
| Excess From Year3 | $2,226,870 | ExcessFromYear3Amt |
| Excess From Year2 | $1,630,752 | ExcessFromYear2Amt |
| Excess From Year1 | $5,472,595 | ExcessFromYear1Amt |
| Excess From Current Year | $5,175,062 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 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 | 2019 Thanksgiving Mission | $5,000 |
| St Charles Holy Family Services Cen | |||||||
| 10831 Moorpark St | North Hollywood | CA | 91602 | N/A | PC | Holy Family Service Center | $100,000 |
| USO of Northern Ohio | |||||||
| 20637 Emerald Parkway | Cleveland | OH | 44135 | N/A | PC | 2019 Bob Hope Golf Outing | $7,000 |
| The National World War II Museum | |||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | Various Exhibits re Bob Hope's Support of the Military and Veterans. | $1,700,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | General Support | $125,000 |
| Monarch School | |||||||
| 1625 Newton Avenue | San Diego | CA | 92113 | N/A | PC | General Support | $225,000 |
| Regional Aid for Interim Needs Inc | |||||||
| 811 Morris Park Ave | Bronx | NY | 10462 | N/A | PC | 2019 Thanksgiving Day Program | $7,650 |
| World Golf Hall of Fame | |||||||
| 1 World Golf Place | St Augustine | FL | 32092 | N/A | PC | General Support | $135,000 |
| Regional Aid for Interim Needs Inc | |||||||
| 811 Morris Park Ave | Bronx | NY | 10462 | N/A | PC | General Support | $500,000 |
| Operation Homefront | |||||||
| 1600 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | Assistance for military & veteran families | $250,000 |
| USO | |||||||
| 2111 Wilson Boulevard Suite 1200 | Arlington | VA | 22201 | N/A | PC | Bob Hope Reading Program | $300,000 |
| Armed Services Arts Partnership | |||||||
| 625 N Washington Street | Alexandria | VA | 22314 | N/A | PC | Comedy Boot Camp for Veterans | $30,000 |
| 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 | Backyard Harvest Program | $30,000 |
| New Directions for Veterans | |||||||
| 11303 Wilshire Blvd | Los Angeles | CA | 90073 | N/A | PC | General Support | $50,000 |
| St Francis Youth Center | |||||||
| 477 East 155th Street | Bronx | NY | 10455 | N/A | PC | General Support | $20,000 |
| Stella Adler Studio | |||||||
| 31 West 27th Street | New York | NY | 10001 | N/A | PC | Hope Scholars Program | $50,000 |
| Bob Hope USO | |||||||
| 200 Pine Avenue Suite 240 | Long Beach | CA | 90802 | N/A | PC | Bob Hope USO Center at LAX | $50,000 |
| Basilica of National Shrine | |||||||
| 400 Michigan Ave NE | Washington | DC | 20017 | N/A | PC | 2019 Christmas Meals for the Homeless | $15,000 |
| Leah's Pantry Inc | |||||||
| 3019 Mission Street | San Francisco | CA | 94110 | N/A | PC | Nutrition Pantry Program | $150,000 |
| 2019 Macy's Bob Hope Band | |||||||
| 2600 W Olive Avenue 5th Fl | Burbank | CA | 91505 | N/A | PC | 2019 Macy's Bob Hope Band Scholarship | $20,000 |
| Operation Homefront | |||||||
| 1355 Central Pkwy S Ste 100 | San Antonio | TX | 78232 | N/A | PC | Holiday Meals for Military | $50,000 |
| Adopt-A-Soldier Platoon Inc | |||||||
| 2-19 Lyncrest Avenue | Fair Lawn | NJ | 07410 | N/A | PC | General Support | $10,000 |
| Caring For Military Families | |||||||
| 600 New Hampshire Avenue NW | Washington | DC | 20037 | N/A | PC | General Support | $500,000 |
| Coachella Valley Rescue Mission | |||||||
| 47470 Van Buren | Indio | CA | 92202 | N/A | PC | General Support | $25,000 |
| Covenant House California | |||||||
| 1325 N Western Avenue | Hollywood | CA | 90027 | N/A | PC | General Support | $20,000 |
| Maryvale | |||||||
| 7600 East Graves Avenue | Rosemead | CA | 91770 | N/A | PC | General Support | $20,000 |
| Operation Homefront | |||||||
| 1600 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | 2019 Military Appreciation Nigh | $6,350 |
| Project Healing Waters New City Pro | |||||||
| PO Box 695 | La Plata | MD | 20646 | N/A | PC | PHWFF New City Program | $10,000 |
| Rick Ludwin Scholarship Fund | |||||||
| 725 East Chestnut Street | Oxford | OH | 45056 | N/A | PC | Genreal Support | $5,000 |
| St Francis Center | |||||||
| 1835 S Hope Street | Los Angeles | CA | 90015 | N/A | PC | Holy Family Service Center | $25,000 |
| Stars for Stripes Inc | |||||||
| 109 Rivers Edge Ct | Nashville | TN | 37214 | N/A | PC | 2019 Spirit of Bob Hope Legacy Tour | $60,000 |
| The Connecticut Hospice Inc | |||||||
| 100 Double Beach Road | Bradford | CT | 06405 | N/A | PC | General Support | $2,500 |
| The Elizabeth Dole Foundation | |||||||
| 600 New Hampshire Ave NW Ste 1020 | Washington | DC | 20037 | N/A | PC | Hidden Heros | $20,000 |
| US Vets | |||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | N/A | PC | U.S. Veterans Initiative Fundraising | $400,000 |
| USS Missouri Memorial Association I | |||||||
| PO Box 879 | Aiea | HI | 96701 | N/A | PC | General Support | $1,000,000 |
| World War II Foundation | |||||||
| 344 Main St | South Kingstown | RI | 02879 | N/A | PC | General Support | $50,000 |
| New-York Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | N/A | PC | Annual Gala | $375,000 |
| Armed Services Art Partnership | |||||||
| 2461 Eisenhower Ave Floor 2 | Alexandria | VA | 22314 | N/A | PC | General Support | $1,250 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur Street | Portland | OR | 97210 | N/A | PC | General Support | $180,000 |
| US Vets | |||||||
| 800 W 6th Street Suite 1505 | Los Angeles | CA | 90017 | N/A | PC | General Support | $300,000 |
| Williams Art Conservation Inc | |||||||
| 6234 Afton Place | Los Angeles | CA | 90028 | N/A | PC | Veteran's Chapel Ceiling Restoration | $20,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,100,140 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Caring for Military Families | 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 | General Support | 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
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,028,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,142 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Interest Note Receivable | 14 | $511,619 |
| License Fees | 15 | $240,678 |
| Royalties | 15 | $1,198 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,002,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,002,299 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $53,520 | Amt |
| Net Investment Income | $26,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Intel Corp 3.3% 10/1/21 | $1,027,690 | $1,027,690 |
| Unitedhealth Group 3.375% 11/15/21 | $1,229,280 | $1,229,280 |
| American Express 2.375% 5/26/20 | $1,201,452 | $1,201,452 |
| Intel Corp 2.7% 12/15/22 | $871,080 | $871,080 |
| Comcast Corp 2.85% 1/15/23 | $1,028,230 | $1,028,230 |
| Coca Cola Co, 3.3% 9/1/21 | $819,824 | $819,824 |
| Wells Fargo & Co 3.5% 3/8/22 | $877,803 | $877,803 |
| Int'l Business Machines 1.875% 8/1/22 | $849,915 | $849,915 |
| JP Morgan Chase 3.875% 2/1/24 | $1,067,380 | $1,067,380 |
| United Parcel Service Inc, 2.25% 1/15/21 | $1,011,940 | $1,011,940 |
| Boeing Co, 2.7% 5/1/22 | $761,767 | $761,767 |
| Visa Inc, 2.8% 12/14/22 | $1,029,070 | $1,029,070 |
| Charles Schwab, 2.65% 1/25/23 | $509,795 | $509,795 |
| US Bank National, 3.4% 7/24/23 | $1,044,830 | $1,044,830 |
| Apple Inc, 3.0% 2/9/24 | $1,038,560 | $1,038,560 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Cl C, 200 Sh | $267,404 | $267,404 |
| Alphabet Cl A, 800 Sh | $1,071,513 | $1,071,513 |
| Apple Inc, 1,500 Sh | $440,475 | $440,475 |
| Boeing Co, 2,750 Sh | $895,840 | $895,840 |
| Corning Inc, 24,150 Sh | $703,007 | $703,007 |
| Disney Walt Co, 3,000 Sh | $433,890 | $433,890 |
| Emerson Elec Co, 12,310 Sh | $938,761 | $938,761 |
| Honeywell Intl Inc, 5,700 Sh | $1,008,900 | $1,008,900 |
| Lilly Eli & Co, 3,000 Sh | $394,290 | $394,290 |
| Mastercard Inc, 4,500 Sh | $1,343,655 | $1,343,655 |
| TJX Cos Inc, 15,080 Sh | $920,785 | $920,785 |
| Unitedhealth Group Inc, 5,700 Sh | $1,675,686 | $1,675,686 |
| Medtronic, 8,040 Sh | $912,138 | $912,138 |
| JP Morgan Chase, 20,300 Sh | $522,522 | $522,522 |
| State Street Corp, 30,400 Sh | $834,784 | $834,784 |
| Alexandria Real Estate, 4,015 Sh | $648,744 | $648,744 |
| Iron Mountain Inc, 10,050 Sh | $320,294 | $320,294 |
| Ventas Inc, 8,585 Sh | $495,698 | $495,698 |
| Amazon Inc, 500 Sh | $923,920 | $923,920 |
| Price T Rowe Group, 10,050 Sh | $1,224,492 | $1,224,492 |
| Target Corp, 14,050 Sh | $1,801,350 | $1,801,350 |
| Morgan Stanley, 75 Sh | $2,127 | $2,127 |
| Colgate Palmolive Co, 8,050 Sh | $554,162 | $554,162 |
| CVS Health Corp, 10,000 Sh | $742,900 | $742,900 |
| Illumina Inc, 3,500 Sh | $1,161,090 | $1,161,090 |
| Kinder Morgan Inc, 30,000 Sh | $635,100 | $635,100 |
| Microsoft Corp, 7,500 Sh | $1,182,750 | $1,182,750 |
| Nvidia Corp, 3,000 Sh | $705,900 | $705,900 |
| United Parcel Service Inc, 5,000 Sh | $585,300 | $585,300 |
| Xilinx Inc, 8,025 Sh | $784,604 | $784,604 |
| AT&T Inc, 20,000 Sh | $551,200 | $551,200 |
| Metlife Inc, 20,000 Sh | $546,600 | $546,600 |
| Bristol Myers Squibb, 10,000 Sh | $641,900 | $641,900 |
| 3M Co, 5,000 Sh | $882,100 | $882,100 |
| Akamai Technologies, 5,000 Sh | $431,900 | $431,900 |
| Newell Rubbermaid Inc, 35,000 Sh | $672,700 | $672,700 |
| SPDR S&P Biotech, 7,000 Sh | $665,770 | $665,770 |
| Goldman Sachs Grp, 175 Sh | $4,694 | $4,694 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $504,220 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $504,220 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,666,999 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,666,999 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard FTSE Emerging Mkts, 18,000 Sh | FMV | $800,460 | $800,460 |
| Ishares Russell 2000 ETF, 5,040 Sh | FMV | $834,976 | $834,976 |
| Ishares MSCI Asia, 25 Sh | FMV | $1,838 | $1,838 |
| Ishares Russell Mid Cap ETF, 24,060 Sh | FMV | $1,434,457 | $1,434,457 |
| Vanguard Small Cap ETF, 4,000 Sh | FMV | $662,560 | $662,560 |
| Ishares Core S&P 500 ETF, 25 Sh | FMV | $8,081 | $8,081 |
| Vanguard FTSE Developed Mkts, 50 Sh | FMV | $2,204 | $2,204 |
| Ishares 7-10 Yr Treas, 35 Sh | FMV | $3,858 | $3,858 |
| Nuveen Intermediate, 4,367.943 Sh | FMV | $41,495 | $41,495 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $54,407 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,299 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits | $4,139 | $4,139 | $4,139 |
| Intellectual Property | $240,766 | $240,766 | $240,766 |
| Interest Receivable | $195,588 | $495,552 | $495,552 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative | $2,500 | $1,250 | $1,250 |
| Bob Hope - Chapel LA Nat'l Cemetary | $5,500 | $5,500 | |
| Bob Hope - Exhibit | $14,740 | $14,740 | |
| Bob Hope - Hope Comedy Tour | $4,324 | $4,324 | |
| Bob Hope - Hope Memorial | $3,598 | $3,598 | |
| Bob Hope - Misc Exp | $1,550 | $1,550 | |
| Bob Hope - Time Life | $274 | $274 | |
| Computer Maintenance | $15,270 | $3,818 | $11,453 |
| DP Licenses | $22,684 | $5,671 | $12,534 |
| Dues & Subscriptions | $6,274 | $3,624 | |
| Filing Fees | $360 | $360 | |
| Insurance | $20,018 | $10,009 | $10,009 |
| Miscellaneous | $5,000 | $4,839 | |
| Office Supplies | $2,460 | $2,771 | |
| Postage & Delivery | $2,680 | $2,728 | |
| Telephone | $224 | $212 | |
| Veteran Chapel Restoration Project | $15,672 | $15,672 | |
| Web Hosting | $7,907 | $9,686 | |
| Website Maintenance | $22,025 | $5,506 | $16,519 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Note Receivable | $511,619 | $511,619 |
| License Fees | $240,678 | $240,678 |
| Royalties | $1,198 | $1,198 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Transfer of Net Assets from Dolores Hope 2000 Trust | Desc |
| Amt | $10,380,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax | Desc |
| BOY Book Value | $36,765 | BOYBookValueAmt |
| EOY Book Value | $111,539 | EOYBookValueAmt |
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 | $10,000,000 | 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 | $11,156 | $0 | $0 | $7,500 |
| Investment Management Fees | $131,692 | $131,692 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Provision | CategoryTxt |
| Amt | $102,967 | Amt |
Comments