Annenberg Foundation Trust At Sunnylands is located in Rancho Mirage, CA. The organization was established in 2004. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Annenberg Foundation Trust At Sunnylands is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Annenberg Foundation Trust At Sunnylands generated $43.1m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 16.3% each year . All expenses for the organization totaled $21.9m during the year ending 06/2021. While expenses have increased by 3.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
PUBLIC PROGRAMS & EDUCATION(SEE ATTACHMENT 18)
RETREATS & OTHER CONVENINGS(SEE ATTACHMENT 18)
PUBLIC PROGRAMS ON THE OPEN LAND(SEE ATTACHMENT 18)
Name (title) | Role | Hours | Compensation |
---|---|---|---|
David J Lane President | 40 | $472,056 | |
Kathleen Doherty Cso/cro | 40 | $300,014 | |
Robert W Caragher Cfo/cao | 40 | $212,704 | |
Rodney Vigue Director - Property | 40 | $180,000 | |
Janice Lyle Center Director | 40 | $178,690 | |
Guadalupe Torres-Rodriguez Director, Human Reso | 40 | $174,953 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Hawthorn Family Wealth | 6/29/21 | $707,515 |
Landscapes Unlimited | 6/29/21 | $562,553 |
Eagle Capital Management | 6/29/21 | $406,485 |
Acorn Technology Services | 6/29/21 | $214,612 |
Pompa Tree Services | 6/29/21 | $179,262 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $32,033 |
Interest on Savings | $4,392 |
Dividends & Interest | $5,572,383 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $36,617,002 |
Capital Gain Net Income | $36,620,636 |
Net ST Capital Gain | $566,690 |
Income Modifications | $0 |
Profit on Inventory Sales | $113,812 |
Other Income | $809,124 |
Total Revenue | $43,148,746 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $1,163,465 |
Other employee salaries and wages | $5,545,690 |
Pension plans, employee benefits | $1,888,800 |
Interest | $0 |
Taxes | $2,046,233 |
Depreciation | $4,701,407 |
Occupancy | $2,694,084 |
Travel, conferences, and meetings | $28,002 |
Printing and publications | $22,105 |
Other expenses | $1,635,418 |
Total operating and administrative expenses | $21,932,849 |
Contributions, gifts, grants paid | $0 |
Total expenses and disbursements | $21,932,849 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $2,571 |
Savings and temporary cash investments | $47,000,974 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $0 |
Receivables from Officers, Directors, or Controlling Persons | $0 |
Net other notes and loans receivable | $0 |
Inventories for sale or use | $145,045 |
Prepaid expenses and deferred charges | $396,395 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $0 |
Investments—other | $66,631,782 |
Net Land, buildings, and equipment | $135,422,119 |
Other assets | $602,026 |
Total assets | $666,827,544 |
Accounts payable and accrued expenses | $2,262,032 |
Grants payable | $0 |
Deferred revenue | $2,111 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $2,447,062 |
Total liabilities | $4,711,205 |
Over the last fiscal year, we have identified 1 grants that Annenberg Foundation Trust At Sunnylands has recieved totaling $1,648.
Awarding Organization | Amount |
---|---|
Stephen Philibosian Foundation Indian Wells, CA PURPOSE: EDUCATION | $1,648 |
Organization Name | Assets | Revenue |
---|---|---|
Code For America Labs San Francisco, CA | $96,320,927 | $93,211,076 |
Annenberg Foundation Trust At Sunnylands Rancho Mirage, CA | $666,827,544 | $43,148,746 |
Advancement Project Los Angeles, CA | $28,800,664 | $13,680,173 |
Merced County Community Action Board Merced, CA | $10,458,671 | $11,741,915 |
Local Government Commission Sacramento, CA | $4,141,316 | $8,779,457 |
League Of Oregon Cities Salem, OR | $8,455,795 | $4,085,501 |
California Forward Sacramento, CA | $2,278,761 | $1,928,668 |
Portland Mall Management Inc Portland, OR | $602,431 | $2,225,906 |
Accelertor For America Azusa, CA | $2,490,765 | $992,409 |
National Popular Vote Lafayette, CA | $32,012 | $1,561,641 |
Institute For Local Government Sacramento, CA | $1,939,416 | $1,529,227 |
Citizens Climate Lobby Coronado, CA | $2,181,432 | $2,438,418 |