THE GALA OF HOPE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GALA OF HOPE FOUNDATION INC (EIN 46-4277044)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349100635
- Schema version
- 2023v5.1
- 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
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:12:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464277044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALA OF HOPE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALA | BusinessNameControlTxt |
| Phone | 9374293143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 PENTAGON BLVD STE 500 | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP BLACK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9374293143 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $814,320 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $461,618 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $527,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $174,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,998 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,773 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,989 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,019 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,205 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,748 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $537,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $339,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $560,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $320,789 | CashBOYAmt |
| Cash EOY | $108,388 | CashEOYAmt |
| Cash EOYFMV | $108,388 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $662,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,779 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,500 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $618,653 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $618,653 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,044,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $814,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,044,069 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $814,320 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,044,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,044,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,044,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $814,320 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 38 SHS CINTAS | 2023-09-07 | $18,677 | $4,063 | $14,614 | $14,614 |
| 312 SHS YETI | 2023-09-07 | $14,909 | $7,325 | $7,584 | $7,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $277 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $450 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $727 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $111 | OverpaymentAmt |
| Applied To ES Tax | $111 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | GALAOFHOPE.NET | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9374293143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 PENTAGON BLVD SUITE 500 | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45431 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| JEFF BROCK | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | EXECUTIVE DIRECTOR | 58.00 | $174,998 | $0 | $0 |
| TIFFANY KELLNER | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA MILLS | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PHILLIP BLACK | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TREASURER | 1.00 | $0 | $0 | $0 |
| CARLY COX | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KIM BELCASTRO | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES BANE | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT MORRIS | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REBECCAH RAINES | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAMERON MCGREGOR | ||||||||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE GALA OF HOPE PROVIDES PAYMENTS TO VARIOUS ORGANIZATIONS ON BEHALF OF INDIGENT INDIVIDUALS UNDERGOING CANCER TREATMENT TO ASSIST WITH CHEMOTHERAPY TREATMENTS, PURCHASE DURABLE MEDICAL EQUIPMENT AND EXPENSES OF DAILY LIVING SUCH AS RENT PAYMENTS, MORTGAGE PAYMENTS, UTILITY PAYMENTS, ETC. DURING 2023, A TOTAL OF EIGHTY-EIGHT (88) INDIVIDUALS WERE RECIPIENTS OF THESE GRANT PAYMENTS. | Description1Txt |
| Expenses1 | $115,228 | Expenses1Amt |
| Description2 | THE GALA OF HOPE FOUNDATION, INC. SPONSORED AN ONCOLOGY EXHIBIT FAIR WHICH WAS OFFERED TO AREA ONCOLOGISTS AND CLINICAL STAFF TO VISIT WITH PHARMACEUTICAL COMPANIES WHO FEATURE CANCER TREATMENT DRUGS. APPROXIMATELY 35 COMPANIES REGISTERED AND 50 PHYSICIANS/CLINICAL STAFF ATTENDED. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $296,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $583,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $880,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $880,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $866,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $601 | TotalTaxAmt |
| Distributable Before Adj | $42,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $560,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $560,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $748,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $857,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $558,453 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $549,948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,735,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $560,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $31,500 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $485,865 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,252,799 | 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 | $31,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,221,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $737,660 | ExcessFromYear4Amt |
| Excess From Year3 | $857,873 | ExcessFromYear3Amt |
| Excess From Year2 | $558,453 | ExcessFromYear2Amt |
| Excess From Year1 | $549,948 | ExcessFromYear1Amt |
| Excess From Current Year | $517,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP BLACK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS ROBIN ROBBINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 PENTAGON BLVD SUITE 500 | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9374293143 | RecipientPhoneNum |
| Recipient Email Address | ROBIN@GALAOFHOPE.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND INCLUDE THE ORGANIZATION (OR PERSON) AND REASON FOR GRANT REQUEST, AMOUNT REQUESTED, PROCESS TO PROVIDE DOCUMENTATION OF USE OF GRANT AND AMOUNTS EXPENDED, VERIFICATION OF TAX-EXEMPT STATUS, EIN NUMBER (OR PERSONAL INFORMATION AND SS NUMBER, IF APPLICABLE), AND DESCRIPTION OF THE ORGANIZATION, TRUSTEES AND MISSION, AND FORMS 990 FOR THE LAST TWO YEARS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES IDENTIFIED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ARE CURRENTLY ESTABLISHED. ALL GRANT EXPENDITURES ARE SUBJECT TO BOARD APPROVAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAYTON VETERANS AFFAIRS RESEARCH & EDUCATION | |||||||
| 4100 W THIRD STREET | DAYTON | OH | 45428 | NONE | PC | TRANSPORTATION FOR CANCER PATIENTS | $30,000 |
| ITASC | |||||||
| 3025 GOVERNORS PLACE BLVD | DAYTON | OH | 45315 | NONE | PC | OPERATIONAL SUPPORT FOR SOFTWARE DEVELOPMENT AND PATIENT REFERRAL PORTAL-SKIN CANCER PATIENTS | $58,200 |
| MAPLE TREE CANCER ALLIANCE | |||||||
| PO BOX 158 | CEDARVILLE | OH | 45314 | NONE | PC | PILOT TO TRANSITION PATIENTS TO COMMUNITY FITNESS CENTERS FOR MTCA-CERTIFIED PROGRAM | $82,368 |
| PINK RIBBON GOOD | |||||||
| 350 HULS DRIVE | DAYTON | OH | 45315 | NONE | PC | SUPPORT OF HOPE IN MOTION CANCER EDUCATION EXHIBIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,568 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,078 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,429 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $47,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,225 | 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 (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAYTON CHILDREN'S HOSPITAL | ||||||
| 1 | ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | $50,000 | Yes (X) |
| DAYTON PHYSICIANS LLC | ||||||
| 2 | 6680 POE AVE STE 200 | DAYTON | OH | 45414 | $5,000 | Yes (X) |
| ESTATE OF FRIEDA PARKS | ||||||
| 3 | 89 WASHINGTON RD | XENIA | OH | 453857219 | $83,528 | Yes (X) |
| HEIDELBERG DISTRIBUTING CO | ||||||
| 4 | 3601 DRYDEN RD | DAYTON | OH | 45439 | $5,000 | Yes (X) |
| HSC ACQUISITION LLC DBA PROPEL HEALTH | ||||||
| 5 | 1000 WYCKOFF AVE | DAYTON | OH | 07430 | $6,000 | Yes (X) |
| JJR SOLUTIONS | ||||||
| 6 | 607 E THIRD STREET | DAYTON | OH | 45402 | $35,000 | Yes (X) |
| MATTHEW KNECHT | ||||||
| 7 | 4609 DOLLEY DRIVE | KETTERING | OH | 45440 | $5,000 | Yes (X) |
| MATTHEW SCARR | ||||||
| 8 | 3206 FAIRWAY DR | DAYTON | OH | 454091212 | $5,000 | Yes (X) |
| MERCY HEALTH - SPRINGFIELD REGIONAL MEDICAL CENTER | ||||||
| 9 | 100 MEDICAL CENTER DRIVE | SPRINGFIELD | OH | 45504 | $20,000 | Yes (X) |
| MERCY HEALTH FOUNDATION CLARK AND CHAMPAIGN COUNTIES | ||||||
| 10 | 100 W MCCREIGHT AVE STE 200 | SPRINGFIELD | OH | 45504 | $5,000 | Yes (X) |
| MIKE ADAMS | ||||||
| 11 | 2735 NEEDMORE RD | DAYTON | OH | 454144207 | $5,000 | Yes (X) |
| MIKE TURNER | ||||||
| 12 | 2670 CENTER CREEK CIR | SPRING VALLEY | OH | 453709794 | $5,000 | Yes (X) |
| PHILLIP BLACK | ||||||
| 13 | 1347 PARK TER | DAYTON | OH | 454404176 | $5,000 | Yes (X) |
| PNC FOUNDATION | ||||||
| 14 | 300 FIFTH AVENUE | PITTSBURGH | PA | 15222 | $5,000 | Yes (X) |
| TERRY BURNS | ||||||
| 15 | 1458 CHAMPIONS WAY | XENIA | OH | 453857086 | $10,000 | Yes (X) |
| THE CARESOURCE FOUNDATION | ||||||
| 16 | 230 N MAIN STREET | DAYTON | OH | 45402 | $35,000 | Yes (X) |
| THOMPSON HINE | ||||||
| 17 | 10050 INNOVATION DRIVE STE 400 | MIAMISBURG | OH | 45342 | $5,000 | Yes (X) |
| TOM SMITH | ||||||
| 18 | 5150 COUNTRY PL | DAYTON | OH | 454291982 | $5,000 | Yes (X) |
| WPCU SUNSHINE COMMUNITY FUND | ||||||
| 19 | 3560 PENTAGON BLVD | BEAVERCREEK | OH | 45431 | $25,000 | Yes (X) |
| ERIC AND TIFFANY KELLNER | ||||||
| 20 | 1212 SWEET AUDREY CT | DAYTON | OH | 454589704 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,989 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS THE GALA OF HOPE FOUNDATION EIN: 46-4277044 TAX YEAR ENDING: DECEMBER 31, 2023PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR:TAX YEAR AMOUNT2023 $31,500.00 TOTAL $31,500.00 SIGNED:____________________________________ ____________________ DATE PHILLIP BLACK, TREASURER | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE AND WILL NOT ACCEPT A COPY OF FORM 990-PF. AN ANNUAL REPORT IS FILED ONLINE WITH THE OHIO ATTORNEY GENERAL TO FULFILL THE STATE FILING REQUIREMENTS. | ExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $618,653 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $618,653 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND MARKETING | $18,469 | $0 | $0 |
| BANK SERVICE CHARGES | $2,455 | $100 | $0 |
| GIFT | $582 | $0 | $0 |
| INSURANCE | $2,583 | $0 | $0 |
| MEALS & ENTERTAINMENT EXPENSE | $29,218 | $0 | $0 |
| OFFICE SUPPLIES | $15,961 | $0 | $0 |
| OTHER EXPENSES | $25 | $0 | $0 |
| PATIENT AND CAREGIVER SUPPORT-PAYMENTS TO INDIGENT CANCER PATIENTS | $115,228 | $0 | $115,228 |
| MILEAGE | $118 | $0 | $0 |
| LIVING WITH LYMPHODEMA | $5,000 | $0 | $5,000 |
| CHRISTMAS OF HOPE | $13,100 | $0 | $13,100 |
| BOX OF HOPE FOR VETERANS | $15,912 | $0 | $15,912 |
| GALA OF HOPE EVENT | $3,750 | $0 | $3,750 |
| AUCTION ITEM | $3,758 | $0 | $3,758 |
| DUES | $125 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $47,482 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $47,482 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $24,665 | $0 | $0 |
| WEBSITE MAINTENANCE AND DESIGN | $13,500 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TERESA J HUBER | |||
| 8235 OLD TROY PIKE PO BOX 102 | DAYTON | OH | 45424 |
| PHIL AND PAM BLACK | |||
| 1347 PARK TERRACE DR | BELLBROOK | OH | 45440 |
| DEBORAH FLETCHER AND DR JOHN URSE | |||
| 5500 TERRACE CREEK | DAYTON | OH | 45459 |
| MILLS FAMILY FOUNDATION | |||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 |
| ROBERT W MILLS JR DECEASED | |||
| 3500 PENTAGON BLVD SUITE 500 | BEAVERCREEK | OH | 45431 |
| JJR SOLUTIONS LLC | |||
| 607 E THIRD STREET | DAYTON | OH | 45402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FILING FEE | $200 | $0 | $200 |
| TAX WITHHOLDING | $17,637 | $0 | $8,819 |