HOPE ELIZABETH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HOPE ELIZABETH FOUNDATION (EIN 75-2627591)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-28
IRS object ID: 201311489349100021
Schema version: 2012v2.0
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-28T10:21:59-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HATTER & ASSOCIATES LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1300 S UNIVERSITY DR STE 620	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761075766	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	752627591	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HOPE ELIZABETH FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HOPE	NameControl
Phone	8175294009	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2016 MARTIN LUTHER KING FWY	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761046303	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN PASTUSEK	Name
Title	DIRECTOR	Title
Phone	8175294009	Phone
Date Signed	2013-05-20	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	WALTER D HATTER	Name
Phone	8173359258	Phone
Date Prepared	2013-05-28	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	33019	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	5000	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	54	InterestOnSavingsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	5054	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	300	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	300	AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	300	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	300	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2800	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	2800	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	2254	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	1001	CashBOY
Cash EOY	5700	CashEOY
Cash EOYFMV	5700	CashEOYFMV
Savings And Temp Cash Invst BOY	29764	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	27319	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	27319	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	30765	TotalAssetsBOY
Total Assets EOY	33019	TotalAssetsEOY
Total Assets EOYFMV	33019	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	30765	UnrestrictedBOY
Unrestricted EOY	33019	UnrestrictedEOY
Total Net Assets BOY	30765	TotalNetAssetsBOY
Total Net Assets EOY	33019	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	30765	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	33019	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	30765	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	2254	ExcessOfRevenueOverExpenses
Subtotal	33019	Subtotal
Total Net Assets Fund Balances EOY	33019	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Qualifying Distributions Year1	6399	QualifyingDistributionsYear1
Noncharitable Assets Year1	31266	NoncharitableAssetsYear1
Distribution Ratio Year1	0.204663	DistributionRatioYear1
Qualifying Distributions Year2	30000	QualifyingDistributionsYear2
Total Distribution Ratio	0.204663	TotalDistributionRatio
Average Distribution Ratio	0.204663	AverageDistributionRatio
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2800	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Form990 PF Filed With AG	false	Form990PFFiledWithAG
Private Operating Foundation	true	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	TIFFANY STREBECK	BooksInCareOfPersonName
Books In Care Of Phone Number	8175294009	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2016 MARTIN LUTHER KING FRWY	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761046303	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JOHN WESLEY PASTUSEK
2016 MARTIN LUTHER KING FRWY	FORT WORTH	TX	76104	Chairman	5.00	0	0	0
MICHAEL JOHN PASTUSEK
2016 MARTIN LUTHER KING FRWY	FORT WORTH	TX	76104	Director	2.00	0	0	0
ANNA LEIGH PASTUSEK
2016 MARTIN LUTHER KING FRWY	FORT WORTH	TX	76104	Director	2.00	0	0	0
KIMBERLY LEIGH PHELPS
2016 MARTIN LUTHER KING FRWY	FORT WORTH	TX	76104	Director	2.00	0	0	0
LISA KAY HILGEMEIER
2016 MARTIN LUTHER KING FRWY	FORT WORTH	TX	76104	Director	2.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	Support of conservative Christian schools and organizationswith the goal of founding and funding a conservative Christianschool	Description1
Expenses1	2500	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	X	Sect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2800	ExpensesAndContributions
Qualifying Distributions	2800	QualifyingDistributions
Adj Qualifying Distributions	2800	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year3	4000	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	30000	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	6400	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	40400	TotalExcessDistriCarryover
Qualifying Distributions	2800	QualifyingDistributions
Remaining Distri From Corpus	2800	RemainingDistriFromCorpus
Total Corpus	43200	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	43200	ExcessDistriCyovToNextYear
Excess From Year3	4000	ExcessFromYear3
Excess From Year2	30000	ExcessFromYear2
Excess From Year1	6400	ExcessFromYear1
Excess From Current Year	2800	ExcessFromCurrentYear

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Section4942j3	X	Section4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	0	CurrentYear
Total	0	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	2800	CurrentYear
Year1	6400	Year1
Year2	30000	Year2
Year3	4000	Year3
Total	43200	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	2800	CurrentYear
Year1	6400	Year1
Year2	30000	Year2
Year3	4000	Year3
Total	43200	Total

Total Assets TotalAssets

Field	Value	IRS element (for citing)
Total	0	Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

Field	Value	IRS element (for citing)
Total	0	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Total	0	Total

Total Support TotalSupport

Field	Value	IRS element (for citing)
Total	0	Total

Public Support PublicSupport

Field	Value	IRS element (for citing)
Total	0	Total

Largest Support From EO LargestSupportFromEO

Field	Value	IRS element (for citing)
Total	0	Total

Gross Investment Income GrossInvestmentIncome

Field	Value	IRS element (for citing)
Total	0	Total

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	JOHN PASTUSEK	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2016 MARTIN LUTHER KING FRWY	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	76104	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8175294009	RecipientPhoneNumber
Form And Info And Materials	IN WRITING	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	CHRISTIAN EDUCATION	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PROJECT RESTORE HOPE	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 S CENTER STE 208	AddressLine1
City	ARLINGTON	City
State	TX	State
ZIP Code	76010	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	Non-profit	RecipientFoundationStatus
Purpose Of Grant Or Contribution	School	PurposeOfGrantOrContribution
Amount	$2,500	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	54	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	54	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	54	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	3	LineNumber
Relationship Statement	Interest earned on funds set aside for qualified distributions.	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Hatter & Associates Tax Return prep	Category
Amount	$300	Amount

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