Annenberg Foundation Trust At Sunnylands

Annenberg Leonore Ttee

Rancho Mirage, CA
Tax-exempt since Sept. 2004
EIN: 25-6774871

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit — Multipurpose and Other / Government and Public Administration (NTEE)

Donations to this organization are tax deductible.

Revenue

$23.3M (2024)

Expenses

$25.9M (2024)

Total Assets

$655M (2024)

Total Liabilities

$4.68M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$23,292,596

Expenses

$25,868,621

Net Income

-$2,576,025

Net Assets

$650,515,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,703,132	11.6%
Dividends	$2,676,648	11.5%
Sales of Assets	$15,850,272	68.0%
Other Income	$1,759,077	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,100,673	66.1%
Compensation of Officers*	$1,359,341	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$655,198,106
Total Liabilities	$4,683,060
Net Assets	$650,515,046

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$556,726	$37,146
Kathleen Doherty (Cso/Cro)	$329,415	$24,375
Michael Ellzey (Chief Of Estate Operations)	$249,600	$17,729
Robert Bell (Chf Adm Officer)	$223,600	$16,810
Marisa Luzzatto (Dir Operations/Prgms)	$179,540	$36,223
Robert Fallon (Director, External R)	$173,551	$21,491
David Montoya (Dir Facilities, Op &)	$172,665	$18,804
Jeffrey Phillips (Policy Director)	$165,502	$35,450
Anne Rowe (Director, Heritage)	$152,880	$21,362
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 16, 2025

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Fiscal Year Ending June
2023

Revenue

$22,616,853

Expenses

$24,530,347

Net Income

-$1,913,494

Net Assets

$610,398,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,865,834	12.7%
Dividends	$2,352,822	10.4%
Sales of Assets	$14,870,051	65.7%
Other Income	$2,200,834	9.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,693,042	68.1%
Compensation of Officers*	$1,363,408	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$613,405,991
Total Liabilities	$3,007,032
Net Assets	$610,398,959

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$534,290	$33,429
Kathleen Doherty (Cso/Cro)	$317,964	$23,016
Michael Ellzey (Chief Of Estate Operations)	$240,923	$8,036
Robert Bell (Chf Adm Officer)	$215,827	$4,584
Marisa Luzzatto (Dir Operations/Prgms)	$173,298	$33,104
David Montoya (Dir Facilities, Op &)	$164,671	$21,890
Robert Fallon (Director, External R)	$161,726	$22,132
Jeffrey Phillips (Policy Director)	$158,969	$38,479
Anne Rowe (Director, Heritage)	$147,566	$21,127
Janice Lyle (Center Director (Thru 7/22))	$29,614	$767
Robert W Caragher (Cfo & Chf Adm Officer (Thru 7/2022))	$24,790	$1,472
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

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Fiscal Year Ending June
2022

Revenue

$114,020,098

Expenses

$24,957,552

Net Income

$89,062,546

Net Assets

$584,752,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,112	0.0%
Interest Revenue	$117,201	0.1%
Dividends	$4,814,042	4.2%
Sales of Assets	$104,381,170	91.5%
Other Income	$4,420,113	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,357,616	73.6%
Compensation of Officers*	$1,287,281	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,661,089
Total Liabilities	$1,908,885
Net Assets	$584,752,204

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$484,457	$32,137
Kathleen Doherty (Cso/Cro)	$308,120	$22,150
Janice Lyle (Center Director)	$192,134	$25,383
Marisa Luzzatto (Dir Operations/Prgms)	$168,206	$39,561
Robert W Caragher (Cfo/Chf Adm Officer (Thru 7/22))	$163,778	$22,552
Robert Fallon (Policy Director)	$156,259	$22,825
Jeffrey Phillips (Policy Director)	$152,869	$40,811
Edward Doran (Director Fin & Ris)	$150,450	$23,144
Kathleen Hall Jamieson (Program Director)	$135,999	$0
Michael Ellzey (Dir Property Mgmt & Dev)	$105,715	$141
Robert Bell (Chf Adm Officer (Beg 4/22))	$33,077	$5
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 12, 2023

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990-T

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Fiscal Year Ending June
2021

Revenue

$43,148,746

Expenses

$21,932,849

Net Income

$21,215,897

Net Assets

$662,116,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$32,033	0.1%
Interest Revenue	$4,392	0.0%
Dividends	$5,572,383	12.9%
Sales of Assets	$36,617,002	84.9%
Other Income	$809,124	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,562,922	61.8%
Compensation of Officers*	$1,163,465	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$666,827,544
Total Liabilities	$4,711,205
Net Assets	$662,116,339

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$472,056	$33,104
Kathleen Doherty (Cso/Cro)	$300,014	$9,225
Robert W Caragher (Cfo/Cao)	$212,704	$21,624
Rodney Vigue (Director Property)	$180,000	$30,204
Janice Lyle (Center Director)	$178,690	$23,151
Guadalupe Torres Rodriguez (Director, Human Reso)	$174,953	$25,578
Marisa Luzzatto (Dir Operations/Prgms)	$163,200	$37,614
Robert Fallon (Policy Director)	$150,980	$21,602
Jeffrey Phillips (Policy Director)	$147,907	$38,388
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 13, 2022

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990-T

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Fiscal Year Ending June
2020

Revenue

$19,742,844

Expenses

$20,913,164

Net Income

-$1,170,320

Net Assets

$564,517,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$165,856	0.8%
Interest Revenue	$562,062	2.8%
Dividends	$7,100,361	36.0%
Sales of Assets	$9,362,173	47.4%
Other Income	$2,402,038	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,188,630	67.8%
Compensation of Officers*	$1,040,240	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,217,717
Total Liabilities	$2,700,052
Net Assets	$564,517,665

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$462,008	$48,359
Janice Lyle (Center Director)	$215,930	$26,305
Rodney Vigue (Director Prop Mgmt)	$162,604	$19,365
Robert W Caragher (Cfo/Cao (Beg 09/09/19))	$162,093	$5,166
Marisa Luzzatto (Dir Operations/Prgms)	$149,813	$17,302
Robert Fallon (Policy Director)	$148,019	$21,436
Jeffrey Phillips (Policy Director)	$145,007	$21,225
Edward Doran (Director Finance)	$145,002	$17,042
Kathleen Doherty (Cso/Cro (Beg 02/10/20))	$119,621	$399
Rebecca Avila (Coo (End 09/13/19))	$80,588	$7,817
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 17, 2021

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990-T

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Fiscal Year Ending June
2019

Revenue

$25,630,968

Expenses

$22,015,103

Net Income

$3,615,865

Net Assets

$579,909,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,923	0.4%
Interest Revenue	$890,319	3.5%
Dividends	$7,222,308	28.2%
Sales of Assets	$15,785,048	61.6%
Other Income	$1,397,933	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,076,878	68.5%
Compensation of Officers*	$1,052,093	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,352,152
Total Liabilities	$3,442,923
Net Assets	$579,909,229

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$405,002	$48,440
Rebecca Avila (Chief Operating Officer)	$240,006	$28,054
Janice Lyle (Center Director)	$209,638	$32,013
Bruce Missaggia End 42319 (Chief Financial Officer)	$197,447	$25,580
Andrew Kerr (Grounds Superintende)	$170,617	$14,489
Patrick Truchan (Operations Director)	$168,930	$19,000
Robert Fallon (Policy Director)	$143,000	$15,655
Jeffrey Phillips (Policy Director)	$137,800	$15,375
Rodney Vigue (Dir/Property Mngt)	$136,352	$10,124
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on July 9, 2020

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990-T

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Fiscal Year Ending June
2018

Revenue

$25,927,067

Expenses

$20,971,846

Net Income

$4,955,221

Net Assets

$578,411,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,482,731	5.7%
Dividends	$5,502,236	21.2%
Sales of Assets	$17,484,085	67.4%
Other Income	$1,267,274	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,299,557	68.2%
Compensation of Officers*	$1,049,616	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$582,131,034
Total Liabilities	$3,719,215
Net Assets	$578,411,819

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$399,809	$46,767
Rebecca Avila (Chief Administrative Officer)	$236,157	$26,650
Janice Lyle (Center Director)	$211,648	$31,756
Bruce Missaggia (Chief Financial Officer)	$202,002	$25,521
Patrick Truchan (Operations Director)	$183,932	$22,159
Edward Doran (Finance Director)	$133,180	$22,049
Barbara Freeman (Retreats Director)	$132,264	$20,965
Geoffrey Baum (Public Affairs Dir)	$130,202	$896
Kathleen Hall Jamieson (Program Director)	$128,752	$0
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 15, 2019

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990-T

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Fiscal Year Ending June
2017

Revenue

$18,246,653

Expenses

$18,550,239

Net Income

-$303,586

Net Assets

$559,022,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$701,208	3.8%
Dividends	$5,309,888	29.1%
Sales of Assets	$10,881,057	59.6%
Other Income	$1,134,664	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,831,270	69.2%
Compensation of Officers*	$941,692	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$564,296,948
Total Liabilities	$5,273,962
Net Assets	$559,022,986

Compensation

Key Employees and Officers	Compensation	Other
David J Lane (President)	$337,400	$9,867
Janice Lyle (Center Director)	$204,646	$23,654
Rebecca Avila (Chief Administrative Officer)	$204,646	$21,177
Geoffrey Baum (Public Affairs Dir)	$202,514	$24,885
Bruce Missaggia (Chief Financial Officer)	$195,000	$17,581
Patrick Truchan (Operations Director)	$176,930	$23,076
Kathleen Hall Jamieson (Program Director)	$127,114	$0
Edward Doran (Finance Director)	$125,008	$19,413
Barbara Freeman (Retreats Director)	$105,508	$16,114
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 14, 2018

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990-T

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Fiscal Year Ending June
2016

Revenue

$20,270,222

Expenses

$18,288,599

Net Income

$1,981,623

Net Assets

$527,529,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$210,085	1.0%
Dividends	$5,002,402	24.7%
Sales of Assets	$14,200,807	70.1%
Other Income	$13,878	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,830,379	70.2%
Compensation of Officers*	$841,823	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$530,813,691
Total Liabilities	$3,284,208
Net Assets	$527,529,483

Compensation

Key Employees and Officers	Compensation	Other
L Geoffrey Cowan (President)	$249,572	$17,819
Janice Lyle (Center Director)	$209,845	$22,922
Rebecca Avila (Chief Administrative Officer)	$209,845	$17,106
Patrick Truchan (Operations Director)	$180,110	$86,896
Bruce Missaggia (Chief Financial Officer)	$172,561	$9,082
Geoffrey Baum (Public Affairs Dir)	$137,549	$17,376
Kathleen Hall Jamieson (Program Director)	$131,393	$0
Edward Doran (Finance Director)	$121,513	$17,945
Barbara Freeman (Deputy Dir Retreats)	$107,279	$15,128
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on April 24, 2017

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990-T

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Fiscal Year Ending June
2015

Revenue

$26,829,245

Expenses

$17,322,380

Net Income

$9,506,865

Net Assets

$553,542,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,834	0.3%
Dividends	$6,115,879	22.8%
Sales of Assets	$19,811,859	73.8%
Other Income	-$60,640

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,994,032	69.2%
Compensation of Officers*	$866,210	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$556,992,466
Total Liabilities	$3,450,108
Net Assets	$553,542,358

Compensation

Key Employees and Officers	Compensation	Other
L Geoffrey Cowan (President)	$235,793	$17,500
Janice Lyle (Center Director)	$198,261	$22,811
Rebecca Avila (Chief Administrative Officer)	$198,261	$14,010
Patrick Truchan (Operations Director)	$170,168	$21,138
Kathleen Hall Jamieson (Program Director)	$126,394	$0
Edward Doran (Finance Director)	$107,501	$17,184
Barbara Freeman (Deputy Director Retr)	$100,225	$12,385
Geoffrey Baum (Public Affairs Dir.)	$96,811	$16,489
Mike Reeske (Facilities Manager)	$94,621	$16,308
Rosemary Fisher Anaya (Human Resources Dir.)	$92,329	$6,860
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 13, 2016

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990-T

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Fiscal Year Ending June
2014

Revenue

$20,243,951

Expenses

$19,137,852

Net Income

$1,106,099

Net Assets

$552,456,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,410	0.3%
Interest Revenue	$11,547	0.1%
Dividends	$5,848,923	28.9%
Sales of Assets	$13,600,768	67.2%
Other Income	-$64,526

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,941,541	67.6%
Compensation of Officers*	$847,902	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$555,744,435
Total Liabilities	$3,288,029
Net Assets	$552,456,406

Compensation

Key Employees and Officers	Compensation	Other
L Geoffrey Cowan (President)	$231,248	$17,204
Janice Lyle (Center Director)	$194,361	$24,570
Rebecca Avila (Chief Admininstrative Officer)	$194,361	$6,199
Patrick Truchan (Operations Director)	$160,168	$20,055
Kathleen Hall Jamieson (Program Director)	$124,487	$0
Edward Doran (Finance Director)	$103,445	$18,771
Mary Perry (Deputy Drector Of Pa)	$100,550	$18,534
Michael Reeske (Facilities Manager)	$98,602	$17,914
Geoffrey Baum (Public Affairs Dir.)	$94,656	$17,423
Rosemary Fisher Anaya (Human Resources Dir.)	$89,397	$6,680
Wallis Annenberg (Trustee)	$0	$0
Lauren A Bon (Trustee)	$0	$0
Gregory Weingarten (Trustee)	$0	$0
Charles Weingarten (Trustee)	$0	$0
Diane Deshong (Trustee)	$0	$0
Leonore Deshong (Trustee)	$0	$0
Howard Deshong Iii (Trustee)	$0	$0
Elizabeth R Kabler (Trustee)	$0	$0
Elizabeth K Sorensen (Trustee)	$0	$0

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990-PF

Filed on May 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$14,141,269

Expenses

$16,794,348

Net Income

-$2,653,079

Net Assets

$507,578,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,342	0.6%
Interest Revenue	$39,854	0.3%
Dividends	$4,949,714	35.0%
Sales of Assets	$7,259,782	51.3%
Other Income	$1,031,675	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,105,877	48.3%
Compensation of Officers*	$671,385	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$510,205,329
Total Liabilities	$2,627,280
Net Assets	$507,578,049

990-PF

Filed on June 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Revenue

$9,236,321

Expenses

$14,032,838

Net Income

-$4,796,517

Net Assets

$483,875,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,116	0.4%
Dividends	$4,399,219	47.6%
Sales of Assets	$4,288,886	46.4%
Other Income	$210,953	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,440,774	81.5%
Compensation of Officers*	$755,596	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$485,827,727
Total Liabilities	$1,951,927
Net Assets	$483,875,800

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$6,363,469

Expenses

$10,977,263

Net Income

-$4,613,794

Net Assets

$497,837,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,125	0.0%
Interest Revenue	$28,973	0.5%
Dividends	$4,347,464	68.3%
Sales of Assets	$1,813,616	28.5%
Other Income	$168,591	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,015,570	73.0%
Compensation of Officers*	$854,464	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,057,841
Total Liabilities	$3,220,074
Net Assets	$497,837,767

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Annenberg Foundation Trust At Sunnylands

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23.3M (2024)

Expenses $25.9M (2024)

Total Assets $655M (2024)

Total Liabilities $4.68M (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Revenue

$23.3M (2024)

Expenses

$25.9M (2024)

Total Assets

$655M (2024)

Total Liabilities

$4.68M (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001