BOB & DOLORES HOPE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BOB & DOLORES HOPE FOUNDATION (EIN 95-6048629)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201543169349101049
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T13:49:43-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 AND DOLORES HOPE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOBA | BusinessNameControlTxt |
| Phone | 8183335067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 W OLIVE AVENUE NO 5TH FL | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HOPE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8183335067 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,286,983 | 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 | $10,597,524 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,396,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,316,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,420,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $267,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,537 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,126,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,584,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $159,328 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,932 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $143,396 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,831 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,383 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,448 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,683 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $199,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $79,692 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $119,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,596 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,938 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,867 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,867 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,763 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,763 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $109,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $757,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $535,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,842,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,842,929 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,600,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,378,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,525,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,374,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,050 | CashBOYAmt |
| Cash EOY | $22,581 | CashEOYAmt |
| Cash EOYFMV | $22,581 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $311,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $710,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $710,294 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,511,947 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,511,947 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,208,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,884,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,884,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,677,739 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,143,433 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,143,433 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,006,110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,010,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,010,961 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,325 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,075 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,075 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,266,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,286,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,286,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,266,110 | UnrestrictedBOYAmt |
| Unrestricted EOY | $41,286,983 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,266,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,286,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,266,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,286,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,266,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,525,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,495,064 | OtherIncreasesAmt |
| Subtotal | $41,286,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,286,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TRUST | D | 2014-01-31 | 2014-12-31 | $3,837,701 | $3,965,195 | -$127,494 | -$127,494 |
| US TRUST | D | 2014-01-31 | 2014-12-31 | $3,555,592 | $3,187,842 | $367,750 | $367,750 |
| US TRUST | D | 2014-01-31 | 2014-12-31 | $27,438 | $27,438 | $27,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $267,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,592,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,921,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108387 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $636,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,169,219 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,022,113 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,247,318 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048106 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $686,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,480,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059787 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $622,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,843,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048502 | DistributionYr5Rt |
| Total Distribution | 0.294832 | TotalDistributionRt |
| Average Distribution | 0.058966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,749,843 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,108,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,740 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,121,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,378,773 | 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 | $13,740 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,740 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,218 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,218 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,478 | OverpaymentAmt |
| Applied To ES Tax | $16,478 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERI SIMMONS | IndividualWithBooksNm |
| Phone | 8183335067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 W OLIVE AVENUE 5TH FLOOR | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA HOPE | ||||||||
| C/O THE FOUNDATION | BURBANK | CA | 91505 | PRESIDENT | 5.00 | $20,000 | $0 | $0 |
| ANTHONY MONTALTO | ||||||||
| C/O THE FOUNDATION | BURBANK | CA | 91505 | TREASURER | 5.00 | $20,000 | $0 | $0 |
| JOHN MCDONNELL | ||||||||
| C/O THE FOUNDATION | BURBANK | CA | 91505 | SECRETARY | 5.00 | $20,000 | $0 | $0 |
| MIRANDA HOPE | ||||||||
| C/O THE FOUNDATION | BURBANK | CA | 91505 | VICE PRESIDENT | 5.00 | $20,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GERALDINE SIMMONS | ||||||||
| 2600 W OLIVE AVENUE | BURBANK | CA | 91505 | CONTROLLER | 40.00 | $92,970 | $0 | $0 |
| JANET MORRILL | ||||||||
| 2600 W OLIVE AVENUE | BURBANK | CA | 91505 | CURATOR | 40.00 | $65,588 | $8,782 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $199,230 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,396,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $898,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,294,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,294,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $544,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,749,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,787,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,787,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,740 | TotalTaxAmt |
| Distributable Before Adj | $1,773,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,778,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,778,752 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,378,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,378,773 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,740 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,365,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,778,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,103,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,103,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,378,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,778,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $600,021 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,703,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,703,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,103,367 | ExcessFromYear1Amt |
| Excess From Current Year | $600,021 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERI SIMMONS CO THE BOB DOLORES HOP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 W OLIVE AVENUE 5TH FLOOR | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8183335067 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BULLITT CENTRAL HIGH | |||||||
| 1330 KENTUCKY 44 | SHEPHERDSVILLE | KY | 40165 | NONE | PC | SUPPORT OF QUALITY INSTRUCTION AND A SYSTEM OF SUPPORT TO ENSURE ALL STUDENTS BECOME COLLEGE AND OR CAREER READY. | $10,000 |
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||
| 1 CARDINAL SPELLMAN PLACE | BRONX | NY | 10466 | NONE | PC | SCHOLARSHIP SUPPORT | $7,805 |
| CATHOLIC CHARITIES OF NEWARK | |||||||
| 590 NORTH 7TH STREET | NEWARK | NJ | 07101 | NONE | PC | TO IMPROVE THE QUALITY OF PEOPLE'S LIVES AND ENHANCE THEIR SELF-WORTH AND DIGNITY BY PROVIDING SUPERIOR SOCIAL SERVICE, BEHAVIORAL HEALTH, AND EDUCATION PROGRAMS, AND BY ADVOCATING FOR JUSTICE IN ALL HUMAN RELATIONSHIPS. | $85,000 |
| CHURCH OF THE ASSUMPTION | |||||||
| 131 UNION AVENUE | PEEKSKILL | NY | 10566 | NONE | PC | TO AID THE NEEDY AND UNDERPRIVELEGED OF THE PARISH. | $20,000 |
| COMMUNITY OF THE FRANCISCAN FRIARS OF THE RENEWAL | |||||||
| 1 PRYER MANOR ROAD | LARCHMONT | NY | 10538 | NONE | PC | SUPPORT OF THE FRANCISCAN FRIARS MISSION. | $50,000 |
| EASTER SEALS INC | |||||||
| 233 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | SUPPORT THE BOB HOPE VETERANS SUPPORT PROGRAM IN SOUTHERN CALIFORNIA. | $325,000 |
| FOODCORPS INC | |||||||
| 2544 NW UPSHUR ST | PORTLAND | OR | 97210 | NONE | PC | TEACHING KIDS, BUILDING SCHOOL GARDENS AND CONNECTING FARM AND SCHOOL. | $140,000 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PC | PROVIDE EDUCATION, COUNSELING AND HOUSING TO VICTIMS OF DOMESTIC VIOLENCE. | $15,000 |
| LAMB OF GOD FEED THE 5000 | |||||||
| 19691 CYPRESS VIEW DRIVE | FORT MEYERS | FL | 33967 | NONE | PC | EMBRACING ALL PEOPLE AS THEY ARE CELEBRATING DIVERSITY | $10,000 |
| REGIONAL AID FOR INTERIM NEEDS | |||||||
| 811 MORRIS PARK AVENUE | BRONX | NY | 10462 | NONE | PC | SUPPORT PROGRAM TO FEED THE HUNGRY | $528,100 |
| SAN FERNANDO MISSION | |||||||
| 15151 SAN FERNANDO MISSION BLVD | MISSION HILLS | CA | 91345 | NONE | PC | REBUILD THE MISSION AND CHANGE LIVES FOR GOOD | $2,024 |
| ST CHARLES BORROMEO CATHOLIC CHURCH | |||||||
| 10830 MOORPARK STREET | NO HOLLYWOOD | CA | 91602 | NONE | PC | SUPPORT THE NEEDY OF THE PARISH | $50,000 |
| SUPER FOOD DRIVE | |||||||
| P O BOX 1302 | ALPINE | CA | 91903 | NONE | PC | SUPPORT THE WORK OF HEALTHY HUNGER RELIEF IN SOUTHERN CALIFORNIA. | $150,000 |
| THE MUSIC CENTER | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT HELPS BRING TO LIFE COMPELLING PROGRAMMING, ENGAGING LEARNNG, FREE ARTS EVENTS AND FAMILY FUN IN THE HEART OF LOS ANGELES | $50,000 |
| THE WORLD GOLF HALL OF FAME | |||||||
| 1 WORLD GOLF PLACE | ST AUGUSTINE | FL | 32092 | NONE | PC | PROMOTES AND CONSERVES THE TRUE SPIRIT OF THE GAME OF GOLF AS EMBODIED IN ITS ANCIENT AND HONORABLE TRADITIONS. | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,842,929 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,396,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,975 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT FUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,529,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,529,187 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DOLORES HOPE TRUST DATED APRIL 26 2 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MONTALTO 19 CRESTVIEW DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,597,524 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'CONNOR DAVIES - AUDIT AND ACCOUNTING FEES | CategoryTxt |
| Amt | $199,230 | Amt |
| Net Investment Income | $79,692 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $119,538 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | U.S. TRUST - SEE SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $13,143,433 | EOYBookValueAmt |
| EOYFMV | $13,143,433 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S. TRUST - SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $9,884,692 | EOYBookValueAmt |
| EOYFMV | $9,884,692 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,511,947 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,511,947 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NATIONAL INTEGRITY | FMV | $1,010,961 | $1,010,961 |
| NOTE RECEIVABLE | FMV | $6,000,000 | $6,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,683 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,683 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $5,325 | BOYBookValueAmt |
| EOY Book Value | $3,075 | EOYBookValueAmt |
| EOYFMV | $3,075 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GENERAL, ADMINISTRATIVE AND SECRETARIAL | $81,945 | $0 | $81,945 |
| PROJECTS | $27,266 | $0 | $27,266 |
| INVESTMENT EXPENSES NOT ON BOOKS | $0 | $165 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT REFUND | $5,000 | $5,000 | |
| SETTLEMENT FUNDS | $537 | $537 | $537 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,495,064 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| U.S. TRUST - INVESTMENT MANAGEMENT FEES | $71,122 | $68,596 | $0 |
| CONSULTING | $60,938 | $0 | $60,938 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $13,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $3,556 | $0 |
Comments