2019-10-11T15:46:57-07:00 2018-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2018-01-01 956048629 Bob & Dolores Hope Foundation BOB& 8183335067 2600 W Olive Avenue 5th Fl Burbank CA 91505 Anthony Montalto Treasurer 2019-10-11 false Carol Duffield P01257136 4159830200 2018 2020-01-14 16:20:31Z X 50934872 X 20 X 2093147 2035135 642412 28960257 642412 329265 321043 3064844 2998590 450000 112500 337500 265880 66470 199410 55673 13918 41755 50903 28969 33475 16738 5738 175764 145447 37406 800 1610 59952 14988 44964 85962 58867 183808 13045 148036 1362217 383106 904255 11492650 7420378 12854867 383106 8324633 -9790023 2615484 449105 123750 123750 2870070 2628888 2628888 101091 51796 51796 10318341 8247392 8247392 19244595 22015231 22015231 17919633 9717885 9717885 9037340 7679560 7679560 814667 470370 470370 60754842 50934872 50934872 90953 160056 442728 4615000 533681 4775056 X 60221161 46159816 60221161 46159816 60754842 50934872 60221161 -9790023 50431138 4271322 46159816 Sale of Publicly Traded Securities P 2000-01-01 2018-12-31 28960257 28317845 642412 642412 642412 false 4402673 56506307 0.07792 5111089 58892299 0.08679 3524824 43353457 0.08130 2365033 35749843 0.06616 2592794 23921524 0.10839 0.420548 0.084110 57563864 4841697 26155 4867852 8324633 X 26155 26155 26155 71891 71891 X 45736 45736 false false false false false false false false true true CA true false false true 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 false false false false false Linda Hope 2600 W Olive Avenue 5th Fl Burbank CA 91505 Pres./Dir. 5.00 20000 Anthony Montalto 2600 W Olive Avenue 5th Fl Burbank CA 91505 Treas./Dir. 40.00 380000 John McDonnell 2600 W Olive Avenue 5th Fl Burbank CA 91505 Sect'y/Dir. 5.00 20000 Miranda Hope 2600 W Olive Avenue 5th Fl Burbank CA 91505 VP/Dir. 5.00 20000 Ken Levy 2600 W Olive Avenue 5th Fl Burbank CA 91505 Director 5.00 5000 Jack Peter 2600 W Olive Avenue 5th Fl Burbank CA 91505 Director 5.00 5000 Geraldine Simmons 2600 W Olive Avenue 5th Fl Burbank CA 91505 Controller 40.00 78831 James Hardy 2600 W Olive Avenue 5th Fl Burbank CA 91505 Archivist 40.00 77367 Annette Siegel 2600 W Olive Avenue 5th Fl Burbank CA 91505 Admin Asst. 40.00 57075 US Trust One Gorham Island Suite 202 Westport CT 06880 Investment Mgmt 145447 55544234 2896237 0 58440471 0 58440471 876607 57563864 2878193 2878193 26155 26155 2852038 2852038 2852038 8324633 8324633 26155 8298478 2852038 1103367 600021 1384535 2226870 1630752 6945545 8324633 0 2852038 5472595 12418140 0 1103367 11314773 600021 1384535 2226870 1630752 5472595 Geri Simmons 2600 W Olive Avenue 5th Floor Burbank CA 91505 8183335067 bobhope.org/our-process/online-letter-of-inquiry-form See Statement. See Statement. See Statement. Lamb of GodFeeding the 5000 19691 Cypress View Drive Fort Myers FL 33967 N/A PC 2018 Thanksgiving Mission 10000 USO of Northern Ohio 20637 Emerald Parkway Cleveland OH 44135 N/A PC 2018 Bob Hope Golf Outing 5000 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. 2950000 Monarch School 1625 Newton Avenue San Diego CA 92113 N/A PC General Support 175000 World Golf Hall of Fame 1 World Golf Place St Augustine FL 32092 N/A PC General Support 250000 Bob Hope USO 200 Pine Ave Suite 240 Long Beach CA 90802 N/A PC Bob Hope Reading Program 1000000 Regional Aid for Interim Needs Inc 811 Morris Park Ave Bronx NY 10462 N/A PC Cucina Dolores Program & Thanksgiving Meals Program 507500 Westside Food Bank 1710 22nd Street Santa Monica CA 90404 N/A PC General Support & Brunch at the Heroes Garden Event 26000 Food on Foot 9663 Santa Monica Blvd Beverly Hills CA 90210 N/A PC Human Services and Food Aid 20000 Chrysalis 522 S Main Street Los Angeles CA 90013 N/A PC Program to Help Homeless and Low-Income Individuals 25000 Midnight Mission 601 So San Pedro Street Los Angeles CA 90014 N/A PC Homeless Veterans Program 50000 Operation Homefront 1600 Wilson Blvd Suite 600 Arlington VA 22209 N/A PC Assistance for military & veteran families 260000 Easter Seals Southern California 1570 East 17th Street Santa Ana CA 92715 N/A PC Bob Hope Veterans Support Program 250000 Food Forward Inc 7412 Fulton Avenue No Hollywood CA 91605 N/A PC Backyard Harvest Program 30000 St Francis Youth Center 477 East 155th Street Bronx NY 10455 N/A PC General Support 20000 Stella Adler Studio 31 West 27th Street New York NY 10001 N/A PC Hope Scholars Program 50000 Television Academy Foundation 5220 Lankershim Blvd Hollywood CA 91601 N/A PC Reception for preview of a PBS film 17728 St Charles Holy Family Services Cen 10831 Moorpark St North Hollywood CA 91602 N/A PC Holy Family Service Center 200000 Basilica of National Shrine 400 Michigan Ave NE Washington DC 20017 N/A PC 2018 Christmas Meals for the Homeless 15000 Tomorrow's Rainbow Inc 4341 NW 39th Avenue Coconut Creek FL 33073 N/A PC General Support 5000 Providence St Joseph Foundation 501 S Buena Vista Street Burbank CA 91505 N/A PC Behavioral Health Program 1000000 Woodlands High School Marching Band 800 Old Alabama Road Cartersville GA 30120 N/A PC Macy's Parade 2018 Bob Hope Band Scholarship 20000 Gina Rose Montalto Memorial Fund In 5645 Coral Ridge Drive Box 434 Coral Springs FL 33076 N/A PC General Support 50000 Honor Flight - Top of Virginia PO Box 163 Middletown VA 22645 N/A PC General Support 21000 Paralyzed Veterans of America 801 Eighteenth Stree NW Washington DC 20006 N/A PC General Support 5000 Pearl Harbor Aviation Museum 319 Lexington Blvd 37 Honolulu HI 96818 N/A PC Love of Country Gala 50000 St Mary's Dining Room 545 West Sonora Street Stockton CA 95203 N/A PC General Support 25000 Wounded Hero's Fund 3121 Standard St Bakersfield CA 93308 N/A PC General Support 5000 Leah's Pantry Inc 3019 Mission Street San Francisco CA 94110 N/A PC Nutrition Pantry Program 150000 Operation Homefront 1355 Central Pkwy S Ste 100 San Antonio TX 78232 N/A PC Holiday Meals for Military 50000 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC LA Fleet Week 3150 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC Holiday Meals 25000 Bob Hope USO 200 Pine Street - Suite 240 Long Beach CA 90802 N/A PC Bob Hope USO LAX Capital Campaign 150000 7420378 Bob Hope USO 200 Pine Avenue Suite 240 Long Beach CA 90802 N/A PC Bob Hope USO Center at LAX 850000 The National World War II Museum 945 Magazine St New Orleans LA 70130 N/A PC National World War II Museum 3400000 2018 Macy's Bob Hope Band 2600 W Olive Avenue 5th Fl Burbank CA 91505 N/A PC 2018 Macy's Bob Hope Band Scholarship 40000 4290000 14 2093147 18 642412 Excise Tax Benefit 8179 License Fees 15 321043 Settlement Fund 18 43 3056645 8179 3064824 11a Change in the provision for excise tax per audited financial statements 11c Return of capital due to litigation settlement false false false false false false false false false false Accounting Fees 33475 16738 0 5738 General Explanation Supplemental Information for Form 990-PF Supplemental InformationForm 990-PFPart VII-A, Line 11List of Controlled EntitiesName of Controlled Entity: Bob Hope Legacy LLCAddress: 2600 W. Olive Avenue, 5th Floor Burbank CA 91505EIN: 47-4776869The LLC was dissolved on November 7, 2018. General Explanation Supplemental Information for Form 990-PF Grant Guidelines StatementForm 990-PFPart XV, Line 2Information Regarding Grant ProgramsFUNDING GUIDELINESThe Bob & Dolores Hope Foundation considers organizations that fit our funding criteria and align with our mission statement. All grant applications are by invitation only.Funding Criteria: 501(c)(3) public charities or the international equivalent Fiscal responsibility and strong organization leadership/governance Organizations or programs that are innovative and poised for growth where Foundation resources have the potential for significant impact Opportunities to encourage philanthropy by leveraging Foundation resources to stimulate additional funding to these programsAlthough we identify qualified organizations throughout the United States, our main focus is organizations that serve New York City, Bronx, New York, Cleveland, Ohio, and Southern California.Bob & Dolores Hope Foundation Does Not Fund: Organizations that discriminate on the basis of religion, gender, race, ethnicity, political beliefs, or disabilities Lobbying or political activities Major research projects Any commercial business purpose Any litigation that is underway, contemplated, or completed Endowments, building campaigns, special events or annual funds Direct grants to individualsAfter reviewing the Foundations funding guidelines and your organizations eligibility, if you believe that your project and organization meet these criteria, the first step is to submit a Letter of Inquiry to the Foundation.LETTER OF INQUIRYPlease review the Foundations funding guidelines and your organizations eligibility. If you believe that your project and organization meet these criteria, the first step is to submit a Letter of Inquiry to the Foundation. If your project appears to be a viable candidate for a grant from the Bob & Dolores Hope Foundation, you will receive an invitation to complete a full application. The Bob & Dolores Hope Foundation reviews Letters of Inquiry on an ongoing basis.If the Letter of Inquiry reflects our Foundations funding priorities, we may request a full application. Applications should only be submitted to the Foundation upon request. Unsolicited applications will not be returned. Submission of an inquiry or application should not be interpreted as an indication of likely support.Applications received after November 1 will not be accepted for the current year. Any application received after the deadline date can be included with that applicants request for the following year. Du Pont 4.25% 4/1/21 617244 617244 Intel Corp 3.3% 10/1/21 606354 606354 Unitedhealth Group 3.375% 11/15/21 1207656 1207656 United Technologies Corp 3.1% 6/1/22 489620 489620 Stanley Black & Decker, 16,000 Sh 379360 379360 American Express 2.375% 5/26/20 1187412 1187412 Danaher Corp 2.4% 9/15/20 1189008 1189008 Intel Corp 2.7% 12/15/22 837224 837224 Comcast Corp 2.85% 1/15/23 343196 343196 Coca Cola Co, 3.3% 9/1/21 810184 810184 Wells Fargo & Co 3.5% 3/8/22 847169 847169 Int'l Business Machines 1.875% 8/1/22 802434 802434 JP Morgan Chase 3.875% 2/1/24 401024 401024 Alphabet Cl C, 200 Sh 207122 207122 Alphabet Cl A, 700 Sh 731472 731472 Apple Inc, 1,500 Sh 236610 236610 Blackrock Inc, 1,800 Sh 707076 707076 Boeing Co, 2,500 Sh 806250 806250 Corning Inc, 14,000 Sh 422940 422940 Disney Walt Co, 3,000 Sh 328950 328950 Emerson Elec Co, 12,260 Sh 732535 732535 Honeywell Intl Inc, 5,700 Sh 753084 753084 Lilly Eli & Co, 3,000 Sh 347160 347160 Mastercard Inc, 5,135 Sh 968718 968718 TJX Cos Inc, 20,000 Sh 894800 894800 Unitedhealth Group Inc, 5,700 Sh 1419984 1419984 Medtronic, 8,000 Sh 727680 727680 BB&T Corp, 31,750 Sh 741680 741680 JP Morgan Chase, 20,000 Sh 510800 510800 State Street Corp, 30,400 Sh 744192 744192 Ventas Inc, 8,550 Sh 500945 500945 Amazon Inc, 600 Sh 901182 901182 Price T Rowe Group, 10,000 Sh 923200 923200 Target Corp, 14,000 Sh 925260 925260 Morgan Stanley, 18,000 Sh 713700 713700 Colgate Palmolive Co, 8,000 Sh 476160 476160 CVS Health Corp, 10,000 Sh 655200 655200 Illumina Inc, 3,000 Sh 899790 899790 Kinder Morgan Inc, 30,000 Sh 461400 461400 Microsoft Corp, 7,500 Sh 761775 761775 Nvidia Corp, 6,000 Sh 801000 801000 United Parcel Service Inc, 5,000 Sh 487650 487650 Xilinx Inc, 8,000 Sh 681360 681360 Mosaic Co, 20,000 Sh 584200 584200 Garrett Motion Inc, 570 Sh 7034 7034 Resideo Technologies Inc, 950 Sh 19522 19522 AT&T Inc, 20,000 Sh 463800 463800 Metlife Inc, 20,000 Sh 471000 471000 8247392 8247392 Ishares Edge MSCI, 6,000 Sh FMV 335220 335220 Vanguard FTSE Emerging Mkts, 18,000 Sh FMV 685800 685800 Alexandria Real Estate, 4,000 Sh FMV 460960 460960 Iron Mountain Inc, 10,000 Sh FMV 324100 324100 Ishares Russell 2000 ETF, 10,000 Sh FMV 1339000 1339000 Ishares MSCI Sm Cap 10,000 Sh FMV 518200 518200 Ishares MSCI Asia, 25,000 Sh FMV 1588250 1588250 Ishares Phlx Sox Semi, 5,000 Sh FMV 784550 784550 Ishares Russell Mid Cap ETF, 24,000 Sh FMV 1115520 1115520 Vanguard Small Cap ETF, 4,000 Sh FMV 527960 527960 Legal Fees 50903 0 0 28969 Accrued Royalties 62548 29877 29877 Deposits 4139 4139 4139 Intellectual Property 240766 240766 240766 Interest Receivable 255337 195588 195588 Prior Period FMV Adjustment 320438 Bob Hope - Mini Bio 13000 13000 Bob Hope - Misc Exp 490 490 Bob Hope - Time Life 77316 77316 Computer Maintenance 145 36 109 DP Licenses 6521 1630 Dues & Subscriptions 3624 Filing Fees 26 26 Insurance 13299 6650 6649 Miscellaneous 402 17 Office Supplies 7566 5373 Outreach 5000 5000 Payroll Processing 1796 1796 Postage & Delivery 5499 3676 Telephone 823 698 Veteran Chapel Restoration Project 19700 19700 Web Hosting 9686 Website Maintenance 18915 4729 14186 Excise Tax Benefit 8179 License Fees 321043 321043 Settlement Fund 43 Consultants 30317 0 0 37406 Investment Management Fees 145447 145447 0 0 State Taxes 800 1610