Dole Foundation for Employment of Persons with Disabilities, 1983-1998 | Robert and Elizabeth Dole Archive and Special Collections

By Margaret White, Nikki Potter, Sarah D

Collection Overview

Title: Dole Foundation for Employment of Persons with Disabilities, 1983-1998

ID: 01/008

Primary Creator: Dole Foundation for Employment of People with Disabilities (1983-1998)

Extent: 85.15 Linear Feet

Arrangement: Many of these records were collected by various individuals; therefore, the arrangement reflects much of its original order. The collection is divided into 9 series with sub-series in 1 and 3-9. Unless otherwise noted, the series are arranged chronologically then alphabetically within the sub-series.

Subjects: Disabilities, Dole, Robert J., 1923-2021, Dole Foundation, Grants, Handicap, Hearne, Paul

Languages: English

Scope and Contents of the Materials

These records depict the activities of the Dole Foundation for Employment of Persons with Disabilities from 1984-1998. They includes correspondence, administrative records, grant files, meeting minutes, tax records, audits, staff profiles, newspaper clippings, photos, objects, fundraising material, and personal papers from Senator Robert J. Dole regarding the foundation. This collection reflects the daily operations of the Dole Foundation implementing its mission of awarding grants designed to enable people with disabilities to participate in the workforce.

Biographical Note

The Dole Foundation for Employment of People with Disabilities was a non-profit organization established August 17, 1984 by Kansas Senator Robert J. Dole. This foundation offered companies and individuals with disabilities grants to help the disabled to become active, contributing members of society. Most of the grants funded programs that provided job training, placement, and employment. The Dole Foundation, located in Washington D.C., began awarding grants in 1985 to promote employment opportunities for the disabled through an extensive selection process. In 1998, the foundation ceased operations due to the lack of contributions and the sudden death of its president, Paul Hearne. The remainder of the Foundation funds after its closure were used to fulfill previous grant obligations and to help support two other organizations—American Association of People with Disabilities (AAPD) and Disability Funders Network (DFN). The Foundation was comprised of three major units: 1) The Technical Advisory Committee (TAC) —reviewed and scored grant proposals before passing their recommendations to the Board of Trustees for final approval 2) The Board of Trustees—made the final approval on grant proposals and major decisions regarding foundation operations 3) Foundation Employees-handled the daily operations of the foundation and screened the proposals before recommending them to TAC. Key Personnel: Senator Robert Dole, Chairman Carl H. Rush, President 1984-1986 Jackie A. Strange, President 1987-1989 Paul G. Hearne, President 1989-1998 Jeanne Argoff, Ph.D, Associate Director, Director of Communications and Education Program, Grant Manager 1986-1996, Vice President 1996-1998 Debra Cook, Program Assistant Randy Davis, Program Director Linda Tolson, Secretary Lawrence J. Biddle, Vice President 1988 Mitchell Rose, Development and Public Relations Manager 1989 Cecelia Hildebrand, Program Associate Sandra Crawley Thomas Pyle, Campaign Director

Subject/Index Terms

Disabilities
Dole, Robert J., 1923-2021
Dole Foundation
Grants
Handicap
Hearne, Paul

Administrative Information

Repository: Robert and Elizabeth Dole Archive and Special Collections

Access Restrictions: The collection is open for research use.

Use Restrictions: Copyright restrictions apply in different ways to different kinds of materials. Many of the documents and other historical materials in the Archive are in the public domain and may be reproduced and used in any way. Senator Dole has not donated his copyright interest in his papers and other historical materials to the Robert J. Dole Institute of Politics. Permission to publish must be obtained from him or his designee.

Technical Access Note: Some items in the collection require various technologies for use such as a VCR, 3½-inch, 8-inch, or 5¼-inch floppy disk drive, or a mini-cassette player

Separated Materials: Oversize materials have been removed to Oversize Flats. Duplicate copies or nonessential material have been destroyed. Destruction forms accompany the collection.

Related Materials: Robert J. Dole Senate Papers-Constituent Relations 1969-1996, Series 1: Administrative Assistants, Box 27, Folders 1-8.

Processing Information:

View a full series list of this collection here (PDF will open in a new window): dole_foundation.pdf

Box and Folder Listing

Browse by Series:

[Series 1: Administrative Records, 1984-1998],
[Series 2: Board of Directors Records, 1984-1998],
[Series 3: Event Papers, 1984-1997],
[Series 4: Financial Records, 1984-1998],
[Series 5: Grants, 1985-1998],
[Series 6: Staff Papers, 1983-1998],
[Series 7: Public Relations, 1983-1998],
[Series 8: Robert J. Dole Papers, 1983-1984, 1992-1997],
[Series 10: Books],
[Series 11: Photographs],
[Series 12: Slides],
[Series 13: Objects],
[Series 14: Audio Visual Material],
[Series 15: Digital Media],
[All]

Series 4: Financial Records, 1984-1998

The Financial Record series is comprised of the tax records, audits, financial correspondence, and general ledgers of the Dole Foundation.

Sub-Series 1: Copies of Financial Reports

Box 59: 1988-1989

Sub-Series 2: Correspondence

Box 60

Folder 1: Accounting Information, 1994-1998
Folder 2: Americans with Disabilities Act (ADA) Consortium - Funding Partnership, 1992-1994: Associated files: found_060_002_all.pdf (Entire folder)
Folder 3: Annual Contributors Report, 1986-1987
Folder 4: Argoff, Jeanne, 1998
Folder 5: Biennial Report, 1989-1990
Folder 6: Closure - Final, 1999-2000
Folder 7: Finance/Fundraising Committee, 1993
Folder 8: Finance Memos, 1998
Folder 9: Fundraising, 1990
Folder 10: Fundraising, 1991
Folder 11: Fundraising, 1992
Folder 12: Fundraising, 1993
Folder 13: Fundraising, 1994
Folder 14: Fundraising, 1996
Folder 15: Interim Report, 1991
Folder 16: Internal Revenue Service (IRS), 1989
Folder 17: Internal Revenue Service (IRS) Correspondence, 1987-1988
Folder 18: Negative Solicitor Responses, 1998
Folder 19: Pending Solicitor Requests, 1996-1998
Folder 20: Positive Contributor Responses, 1997-1998

Sub-Series 3: General

This sub-series contains miscellaneous financially-related documents.

Box 61

Folder 1: Budget, 1993
Folder 2: Budget, 1996
Folder 3: Foundation Operating Budget, 1990-1993
Folder 4: Signet Bank - Money Market Checking Account, 1996

Sub-Series 4: General Ledgers

Box 62

Folder 1: Bank Ledger, 1998
Folder 2: Chart of Accounts, 1988
Folder 3: Chart of Accounts - Budget Report, July 31, 1987
Folder 4: Check and Deposit Register, January-June, 1996
Folder 5: Check and Deposit Register, July-December, 1996
Folder 6: Check and Deposit Register I, January-June, 1997
Folder 7: Check and Deposit Register II, August-December, 1997
Folder 8: Fiscal Year '87 - Financial Info - Chart of Accounts, December 30, 1986

Box 63: General Ledger, 1989

Box 64: General Ledger, 1990

Box 65: General Ledger, 1991

Box 66: General Ledger, 1992

Box 67: General Ledger, 1993

Box 68: General Ledger, 1994

Box 69: General Ledger, 1995

Box 70: General Ledger, 1996

Box 71: General Ledger, 1997

Box 72: General Ledger, 1998

Box 216: Oversize

Folder 3: Chart of Accounts - Budget Report, July 31, 1987

Sub-Series 5: Published Reports

This sub-series contains mostly documents related to Annual Reports and other financial documents distributed by the Foundation.

Box 73

Folder 1: Annual/Interim Reports, 1988-1995
Folder 2: Annual Report, 1986-1987
Folder 3: Annual Report, 1988
Folder 4: Annual Reports, 1988-1996
Folder 5: Annual Report, 1991
Folder 6: Annual Report, 1991
Folder 7: Annual Report, 1992

Box 74

Folder 1: Annual Report, 1992
Folder 2: Annual Report, 1993
Folder 3: Annual Report, 1993
Folder 4: Annual Report, 1994
Folder 5: Annual Report, 1994
Folder 6: Annual Report, 1995
Folder 7: Annual Report, 1996

Box 75

Folder 1: Annual Report, 1996
Folder 2: Annual Report, 1996
Folder 3: Annual Report to Contributors, 1986-1987
Folder 4: Annual Report Photos [1 of 2], 1994
Folder 5: Annual Report Photos [2 of 2], 1994
Folder 6: Biennial Report, 1989-1990
Folder 7: Photos and Release Forms - Submitted for '94 Annual Report (Mostly Unused), 1994

Sub-Series 6: Schedules of Cash Receipts

Box 76: Schedule of Cash Receipts, 1994
Box 77: Schedule of Cash Receipts, 1995
Box 78: Schedule of Cash Receipts, 1998-1999

Sub-Series 7: Taxes/Audits

Box 79

Folder 1: 1099 Form, 1993
Folder 2: 1099 Form, 1996
Folder 3: 1998 Appeal Background, 1999
Folder 4: 1998 Appeal Chronology, 2002
Folder 5: 1998 Appeal IRS Filing, 2000-2002
Folder 6: 1998 Appeal Support Attachments, 1998-2001
Folder 7: 501 (c)(3) Letter, 1983-1989
Folder 8: 5500 C/R (Completed), 1992
Folder 9: 5500 C/R (Completed), 1992-1993
Folder 10: 5500 C/R (Completed), 1993
Folder 11: 5500 C/R Form, 1994
Folder 12: 5500 C/R Form, 1994
Folder 13: 5500 C/R Form, 1996
Folder 14: 5500 C/R Forms, 1995-1997
Folder 15: 990 Form, 1987
Folder 16: 990 Form, 1989
Folder 17: 990 Form, 1991
Folder 18: 990 Form, 1991
Folder 19: 990 Form, 1992

Box 80

Folder 1: 990 Form, 1993
Folder 2: 990 Form, 1994
Folder 3: 990 Form, 1995
Folder 4: 990 Form, 1995
Folder 5: 990 Form, 1996
Folder 6: 990 Form, 1997
Folder 7: 990 Form, 1997
Folder 8: 990 Form, 1999-2000
Folder 9: 990 Forms, 1984-1985
Folder 10: 990 Forms, 1984-1986
Folder 11: 990 Forms - Taxpayer's Copy, 1985
Folder 12: 990 - Tax Return, 1985-1986
Folder 13: Annual Summary and Transmittal of U.S. Information Returns, 1987-1988
Folder 14: Audited Financial Statements, 1986
Folder 15: Audited Financial Statements, 1987
Folder 16: Audited Financial Statements, 1987
Folder 17: Audited Financial Statements, 1987
Folder 18: Audited Financial Statements, 1987
Folder 19: Audited Financial Statements, 1987

Box 81

Folder 1: Audited Financial Statements, 1988
Folder 2: Audited Financial Statements, 1988
Folder 3: Audited Financial Statements, 1989
Folder 4: Audited Financial Statements, 1990
Folder 5: Audited Financial Statements, 1990-1991
Folder 6: Audited Financial Statements, 1991-1992
Folder 7: Audited Financial Statements, 1992-1993
Folder 8: Audited Financial Statements for 1984 and 1985, 1985
Folder 9: Audited Financial Statements for 1990 and 1991, 1992
Folder 10: Audited Financial Statements and Other Financial Statements, 1986
Folder 11: Auditor's Report, 1997
Folder 12: Auditor's Report, 1998
Folder 13: Certificate of Exemption, 1995
Folder 14: Change in Accounting Period, 1987
Folder 15: Change in Accounting Period, 1987-1988
Folder 16: Completed 990 Forms, 1984
Folder 17: Copies of 1099 Forms, 1988
Folder 18: Employer's Quarterly Federal Tax Return, 1988
Folder 19: Employer's Withholding Tax Monthly Returns and Annual Reconciliation, 1988
Folder 20: Ernst and Whinney - '88 Income Tax Reports, 1988-1989
Folder 21: Excerpts from Audit Standards, 1988-1989
Folder 22: Final Audit - Keith Haber, 1999
Folder 23: Financial Statements, 1995
Folder 24: Financial Statements, 1995-1996
Folder 25: Financial Statements, 1998

Box 82

Folder 1: Financial Statement for Year Ended December 31, 1995, 1996
Folder 2: Financial Statement for Years Ended December 31, 1995 and 1996, 1997
Folder 3: Financial Statements with Auditors' Reports, 1997
Folder 4: Fiscal Year '85 Financial Info, 1985-1986
Folder 5: Fiscal Year '87 - Financial Info [1 of 2], 1986-1987
Folder 6: Fiscal Year '87 - Financial Info [2 of 2], 1986-1987
Folder 7: Incoming 1099's for 1989, 1990
Folder 8: Internal Revenue Service (IRS), 1986-1987
Folder 9: Internal Revenue Service (IRS), 1992
Folder 10: Internal Revenue Service (IRS), 1992-1994
Folder 11: Internal Revenue Service (IRS), 1993
Folder 12: Internal Revenue Service (IRS), 1997
Folder 13: Internal Revenue Service (IRS) - Advance Ruling, 1989
Folder 14: Internal Revenue Service (IRS) Correspondence, 1989-1990

Box 83

Folder 1: Internal Revenue Service (IRS) Decision - No Penalty, 1998
Folder 2: Internal Revenue Service (IRS) - Extra 990 Forms, 1988
Folder 3: Internal Revenue Service (IRS) - Federal Quarterly Tax Reports, 1984-1988
Folder 4: Internal Revenue Service (IRS) Return (Section(c)), 1991
Folder 5: Internal Revenue Service (IRS) - Tax Exemption Number and Forms, 1983-1984
Folder 6: Kansas Tax Records, 1997
Folder 7: Los Angeles Times, 1996
Folder 8: Miscellaneous Tax Documents, 1984-1985
Folder 9: Requests for Taxpayer's I.D. Number, 1989-1990
Folder 10: Six-Month Interim 990 Form, 1988
Folder 11: Tax Info, 1984
Folder 12: Tax Returns, 1996
Folder 13: Tax Returns - 990 Forms [1 of 2], 1984-1986
Folder 14: Tax Returns - 990 Forms [2 of 2], 1984-1986