EIN 25-6774871

The Annenberg Foundation Trust at Sunnylands

IRS 501(c) type
501(c)(3)
Num. employees
57
Year formed
2004
Most recent tax filings
2023-06-01
NTEE code, primary
Description
The Annenberg Foundation Trust at Sunnylands is a center that seeks to address major issues of our time by convening global leaders and prominent experts for retreats and meetings. The center consists of two sections: the contemporary Sunnylands Center & Gardens, which is open to the public from mid-September to early June, and the historic Sunnylands estate, which operates primarily as a private, high-level retreat center but offers guided tours when retreats are not in session. The organization has been established by Walter and Leonore Annenberg in 2001.
Also known as...
Annenberg Leonore Ttee
Total revenues
$22,616,853
2023
Total expenses
$24,530,347
2023
Total assets
$613,405,991
2023
Num. employees
57
2023

Program areas at The Annenberg Foundation Trust at Sunnylands

Retreats & other convenings(see statement 16)
Public programs & education(see statement 16)
Public programs on The open land(see statement 16)
The Annenberg Foundation Trust at Sunnylands engages in income-producing activities that contribute importantly to The accomplishment of its exempt purposes. In order to further its educational purposes, The Annenberg Foundation Trust at Sunnylands conducts tours and educational programming that are open to The public, whereby members of The public learn about such things as The historical and architectural significance of its property, The artwork of The "Annenberg collection, and The gardens and The birds located on The grounds. The Annenberg Foundation Trust at Sunnylands also has a gift shop that offers books and other educational items to enhance The public's understanding and appreciation of The various educational aspects of The Annenberg Foundation Trust at Sunnylands. In order for visitors to devote a greater portion of their time and attention to its educational facilities, The Annenberg Foundation Trust at Sunnylands has a cafe that is open to The public.

Who funds The Annenberg Foundation Trust at Sunnylands

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Georgetown UniversitySubaward$97,314
Georgetown UniversityGeneral Support$21,250
Pandemic Response OrganizationHelping State of California With Health Equity and Innovation Regarding the Pandemic.$0

Personnel at The Annenberg Foundation Trust at Sunnylands

NameTitleCompensation
Robert W CaragherCfao / Chief Financial Officer and Chief Administrative Officer$163,778
Robert BellChief Administrative Officer$33,077
Marisa LuzzattoDirector - Operations and Programs$168,206
Edward DoranDirector - Finance and Ris / Director - Finance / Chief Financial Officer / Finance Director$150,450
Jeffrey PhillipsPolicy Director$152,869
...and 8 more key personnel

Financials for The Annenberg Foundation Trust at Sunnylands

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$5,218,656
Net rental income$0
Net gain from sale of non-inventory assets$14,870,051
Gross sales of inventory$327,312
Miscellaneous revenues$2,200,834
Total revenues$22,616,853

Form 990s for The Annenberg Foundation Trust at Sunnylands

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990PFView PDF
2022-062023-05-12990PFView PDF
2021-062022-05-13990PFView PDF
2020-062021-05-17990PFView PDF
2019-062020-09-16990PRView PDF
...and 8 more Form 990s
Data update history
July 15, 2024
Received grants
Identified 2 new grant, including a grant for $97,314 from Georgetown University
July 13, 2024
Used new vendors
Identified 3 new vendors, including , , and
July 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 13, 2023
Used new vendors
Identified 22 new vendors, including , , , , , , , , , , , , , , , , , , , , , and
July 1, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Public policy
Characteristics
Provides grantsPartially liquidatedTax deductible donationsAccepts online donations
General information
Address
37977 Bob Hope Dr
Rancho Mirage, CA 92270
Metro area
Riverside-San Bernardino-Ontario, CA
County
Riverside County, CA
Website URL
sunnylands.org/ 
Phone
(760) 202-2222
Facebook page
Sunnylands 
Twitter profile
@sunnylandsnews 
IRS details
EIN
25-6774871
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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