Dana And Albert R Broccoli Charitable Foundation

Los Angeles, CA
Tax-exempt since Jan. 1981
EIN: 95-3502889

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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.

Donations to this organization are tax deductible.

Revenue

$1.07M (2024)

Expenses

$1.59M (2024)

Total Assets

$29.9M (2024)

Total Liabilities

$130 (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 Dec.
2024

Revenue

$1,073,673

Expenses

$1,588,660

Net Income

-$514,987

Net Assets

$29,876,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$581,863	54.2%
Dividends	$300,222	28.0%
Sales of Assets	$117,304	10.9%
Other Income	$74,284	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,408,287	88.6%
Compensation of Officers*	$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	$29,876,457
Total Liabilities	$130
Net Assets	$29,876,327

Compensation

Key Employees and Officers	Compensation	Other
Sandra J Gong (Secretary An)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,049,581

Expenses

$1,300,590

Net Income

-$251,009

Net Assets

$29,218,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$540,459	51.5%
Dividends	$238,396	22.7%
Sales of Assets	$526,658	50.2%
Other Income	-$255,932

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,094,057	84.1%
Compensation of Officers*	$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	$29,226,694
Total Liabilities	$8,150
Net Assets	$29,218,544

Compensation

Key Employees and Officers	Compensation	Other
Sandra J Gong (Secretary An)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,194,705

Expenses

$2,019,543

Net Income

-$824,838

Net Assets

$27,837,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58,985	4.9%
Dividends	$199,580	16.7%
Sales of Assets	$677,847	56.7%
Other Income	$258,293	21.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,706,310	84.5%
Compensation of Officers*	$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	$27,837,517
Total Liabilities	$0
Net Assets	$27,837,517

Compensation

Key Employees and Officers	Compensation	Other
Sandra J Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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 Dec.
2021

Revenue

$2,278,618

Expenses

$1,308,885

Net Income

$969,733

Net Assets

$33,330,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	1.1%
Interest Revenue	$59,183	2.6%
Dividends	$362,238	15.9%
Sales of Assets	$1,420,094	62.3%
Other Income	$412,103	18.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,094,800	83.6%
Compensation of Officers*	$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	$33,330,079
Total Liabilities	$0
Net Assets	$33,330,079

Compensation

Key Employees and Officers	Compensation	Other
Sandra J Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2020

Revenue

$1,469,348

Expenses

$1,541,725

Net Income

-$72,377

Net Assets

$31,154,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,747	1.5%
Dividends	$292,716	19.9%
Sales of Assets	$530,532	36.1%
Other Income	$623,353	42.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,344,181	87.2%
Compensation of Officers*	$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	$31,154,773
Total Liabilities	$1
Net Assets	$31,154,772

Compensation

Key Employees and Officers	Compensation	Other
Sandra J Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 16, 2021

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

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Schedules ▼

XML

990-T

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

PDF

Fiscal Year Ending Dec.
2019

Revenue

$1,313,009

Expenses

$1,952,262

Net Income

-$639,253

Net Assets

$29,758,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,326	5.4%
Interest Revenue	$86,187	6.6%
Dividends	$319,375	24.3%
Sales of Assets	$510,997	38.9%
Other Income	$326,124	24.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,788,158	91.6%
Compensation of Officers*	$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	$29,758,820
Total Liabilities	$1
Net Assets	$29,758,819

Compensation

Key Employees and Officers	Compensation	Other
Sandy Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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Schedules ▼

XML

990-T

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$1,548,732

Expenses

$1,837,175

Net Income

-$288,443

Net Assets

$27,106,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$564,625	36.5%
Interest Revenue	$100,268	6.5%
Dividends	$324,316	20.9%
Sales of Assets	$322,340	20.8%
Other Income	$237,183	15.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,690,289	92.0%
Compensation of Officers*	$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	$27,106,765
Total Liabilities	$0
Net Assets	$27,106,765

Compensation

Key Employees and Officers	Compensation	Other
Sandy Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on June 18, 2021

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

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Schedules ▼

PDF XML

View Filing (2 of 2)

990-T

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,921,627

Expenses

$1,547,235

Net Income

$374,392

Net Assets

$30,032,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,243	0.3%
Interest Revenue	$114,084	5.9%
Dividends	$283,896	14.8%
Sales of Assets	$1,264,287	65.8%
Other Income	$253,117	13.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,385,918	89.6%
Compensation of Officers*	$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	$30,032,583
Total Liabilities	$0
Net Assets	$30,032,583

Compensation

Key Employees and Officers	Compensation	Other
Sandy Gong (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 15, 2018

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

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PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$1,669,376

Expenses

$1,463,589

Net Income

$205,787

Net Assets

$28,041,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	59.9%
Interest Revenue	$125,063	7.5%
Dividends	$251,746	15.1%
Sales of Assets	$175,615	10.5%
Other Income	$116,952	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,346,776	92.0%
Compensation of Officers*	$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	$28,041,080
Total Liabilities	$0
Net Assets	$28,041,080

Compensation

Key Employees and Officers	Compensation	Other
Deborah Arvesen (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 15, 2017

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

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990-T

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$867,745

Expenses

$1,580,129

Net Income

-$712,384

Net Assets

$26,977,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$152,310	17.6%
Dividends	$254,196	29.3%
Sales of Assets	$169,952	19.6%
Other Income	$291,287	33.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,409,910	89.2%
Compensation of Officers*	$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	$26,977,632
Total Liabilities	$0
Net Assets	$26,977,632

Compensation

Key Employees and Officers	Compensation	Other
Deborah Arvesen (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 15, 2016

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

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990-T

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,419,420

Expenses

$1,669,907

Net Income

-$250,487

Net Assets

$29,026,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150,039	10.6%
Dividends	$270,401	19.1%
Sales of Assets	$406,660	28.6%
Other Income	$592,320	41.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,460,533	87.5%
Compensation of Officers*	$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	$29,026,410
Total Liabilities	$0
Net Assets	$29,026,410

Compensation

Key Employees and Officers	Compensation	Other
Deborah Arvesen (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 20, 2015

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

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View Filing (2 of 2) PDF (2 of 2)

990-T

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,334,416

Expenses

$1,552,975

Net Income

-$218,559

Net Assets

$28,003,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$145,701	10.9%
Dividends	$230,282	17.3%
Sales of Assets	$370,565	27.8%
Other Income	$587,868	44.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,378,240	88.7%
Compensation of Officers*	$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	$29,865,730
Total Liabilities	$1,862,341
Net Assets	$28,003,389

Compensation

Key Employees and Officers	Compensation	Other
Deborah Arvesen (Secretary/Cf)	$0	$0
Burton Forester (Vice Preside)	$0	$0
Barbara Broccoli (Vice Preside)	$0	$0
Michael G Wilson (President)	$0	$0
David Pope (Vice Preside)	$0	$0

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990-PF

Filed on Nov. 14, 2014

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

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PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,499,343

Expenses

$1,587,642

Net Income

$911,701

Net Assets

$29,508,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	40.0%
Interest Revenue	$0
Dividends	$375,023	15.0%
Sales of Assets	$425,781	17.0%
Other Income	$698,539	27.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,419,290	89.4%
Compensation of Officers*	$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	$29,508,933
Total Liabilities	$0
Net Assets	$29,508,933

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 Dec.
2011

Revenue

$923,064

Expenses

$1,500,880

Net Income

-$577,816

Net Assets

$27,625,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$538,752	58.4%
Sales of Assets	$0
Other Income	$501,500	54.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,352,986	90.1%
Compensation of Officers*	$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	$27,625,166
Total Liabilities	$0
Net Assets	$27,625,166

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

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

PDF

About This Data

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.

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Updated January 26, 2026

Dana And Albert R Broccoli Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.07M (2024)

Expenses $1.59M (2024)

Total Assets $29.9M (2024)

Total Liabilities $130 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.07M (2024)

Expenses

$1.59M (2024)

Total Assets

$29.9M (2024)

Total Liabilities

$130 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001