Annenberg Foundation Trust At Sunnylands
- Assets
- $0.0
- Revenue
- $43.1m
- Investments
- $483.3m
- Employees
- 0
- Location
- Rancho Mirage, CA
- Founding
- 09/2004
- Data as of
- 06/2021
- EIN
- 25-6774871
Organization Overview
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 6 years, it has increased revenue by an average of 13.4% each year . All expenses for the organization totaled $21.9m during the year ending 06/2021. While expenses have increased by 3.1% per year over the past 6 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
RETREATS & OTHER CONVENINGS(SEE STATEMENT 16)
PUBLIC PROGRAMS & EDUCATION(SEE STATEMENT 16)
PUBLIC PROGRAMS ON THE OPEN LAND(SEE STATEMENT 16)
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wallis Annenberg Trustee | 1 | $0 | |
Lauren A Bon Trustee | 1 | $0 | |
Gregory Weingarten Trustee | 2 | $0 | |
Charles Weingarten Trustee | 1 | $0 | |
Diane Deshong Trustee | 2 | $0 | |
Leonore Deshong Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Hawthorn Family Wealth | 6/29/22 | $343,776 |
Eagle Capital Management | 6/29/22 | $339,915 |
Nepc Llc | 6/29/22 | $337,756 |
Southwest Growers & Landscaping | 6/29/22 | $312,087 |
Acorn Technology Services | 6/29/22 | $287,793 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $32,033 |
| Interest on Savings | $4,392 |
| Dividends & Interest | $5,572,383 |
| 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 |
| Pension plans, employee benefits | $1,888,800 |
| Depreciation | $4,701,407 |
| Occupancy | $2,694,084 |
| Travel, conferences, and meetings | $28,002 |
| Printing and publications | $22,105 |
| 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 |
| Investments—mortgage loans | $0 |
| Investments—other | $66,631,782 |
| Other assets | $602,026 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,447,062 |