Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee in Rancho Mirage, California (CA)

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Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee
Employer Identification Number (EIN)256774871
Name of OrganizationAnnenberg Foundation Trust At Sunnylands
Secondary NameAnnenberg Leonore Ttee
In Care of NameEd Doran
Address70177 Highway 111 Ste 202, Rancho Mirage, CA 92270-5902
SubsectionCharitable Organization
Ruling Date09/2004
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$485,827,727
Amount of Income$90,990,199
Form 990 Revenue Amount$6,363,469
National Taxonomy of Exempt Entities (NTEE)Public, Society Benefit - Multipurpose and Other: Government and Public Administration


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Amount of income in 2012: $90,990,199 (it was $61,605,156 in 2011)
Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee: 

 $90,990,199
Other organizations performing similar types of work: 

 $200,396

Assets in 2012: $485,827,727 (it was $501,057,841 in 2011)
This organization: 

 $485,827,727
Other organizations performing similar types of work: 

 $75,861

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$6,363,469$6,661,998$4,618,959
Contributions, gifts, grants, etc., received$2,125
Interest on savings and temporary cash investments$28,973
Dividends and interest from securities$4,347,464
Gross rents$2,700
Gross profit from sales of goods$0
Other income$168,591
Other$1,813,616
Total expenses and disbursements$10,977,263$836,619$818,170$8,015,570
Compensation of officers, directors, trustees, etc.$854,464
Total operating and administrative expenses$10,977,263$836,619$7,158,285
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$-4,613,794
Net investment income$5,825,379
Adjusted net income$3,800,789
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$501,057,841$501,057,841
Cash - non-interest-bearing$600
Investments-U.S. and state government obligations$0
Investments-corporate stock$227,644,050
Investments-corporate bonds$316,105
Investments-mortgage loans$0
Investments-other$63,338,096
Other$209,758,990
Total liabilities$3,220,074
Mortgages and other notes payable$0
Other$3,220,074
Total liabilities and net assets/fund balances$497,837,767
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$1,813,616
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$58,254
Total credits and payments$58,763
2011 estimated tax payments and 2010 overpayment credited to 2011$58,763
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$509
Amount to be credited to 2012 estimated tax$509
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?Yes
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$319,763,889
Net value of noncharitable-use assets$314,967,440
Minimum investment return$15,748,372
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$3,800,789$3,695,080$4,829,236$7,418,561$19,743,666
Qualifying distributions made directly for active conduct of exempt activities$22,001,736$20,532,226$11,473,193$11,013,769$65,020,924
Value of all assets$1$0$0$0$1
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$10,498,915$9,017,572$7,982,352$10,421,761$37,920,600
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Cascade Water Alliance520 112th Ave Ne Ste 400, Bellevue, WA 98004-5503WA1999-12$34,383,503
2Central Midlands Council Of Governments236 Stoneridge Dr, Columbia, SC 29210-8010SC2005-07$12,637,137
3Union Station Redevelopment Corp10 G St Ne Ste 504, Washington, DC 20002-4266DC2004-07$12,158,231
4Lower Savannah Council Of GovernmentPO BOX 850, Aiken, SC 29802-0850SC1969-12$9,353,396
5National Action Network Inc106 W 145th St, New York, NY 10039-4138NY1999-04$4,249,241
6County Technical Services Inc800 Grant St Ste 400, Denver, CO 80203-2944CO1992-10$4,226,009
7Niagara Tobacco Asset Securitization Corp, For Filing Form 990t175 Hawley St, Lockport, NY 14094-2740NY2002-08$3,506,860
8New Bedford Economic Development Council Inc1213 Purchase Street, New Bedford, MA 02740-6694MA1999-01$1,002,745
9Bartlesville Community Center Trust AuthorityPO BOX 1027, Bartlesville, OK 74005-1027OK1979-02$650,984
10Pocono Area Recreation Commission, ParcRt 940 Box 1226, Cresco, PA 18326PA2006-10$75,298
11Hollywood Independence Committee5855 Green Valley Cir Ste 201, Culver City, CA 90230-6968CA2003-08$45,807
12Oneida County Aviation Association47 Chestnut Hills, New Hartford, NY 13413NY2003-09$7,276
13Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee70177 Highway 111 Ste 202, Rancho Mirage, CA 92270-5902CA2004-09$90,990,199
14Flight Attendant Medical Research Institute Inc201 S Biscayne Boulevard, Miami, FL 33131-4332FL2002-07$42,411,831
15Merced County Community Action Board1235 W Main St, Merced, CA 95340-4524CA1974-02$10,716,892
16Advancement Project1910 W Sunset Blvd Ste 500, Los Angeles, CA 90026-3291CA2001-03$8,339,780
17National Popular Vote, Attn Peter Froelich3527 Mt Diablo Blvd Ste 92, Lafayette, CA 94549-3815CA2007-06$5,023,720
18California Issues Forum1717 I St, Sacramento, CA 95811-3001CA2003-08$486,937
19California Latino Legislative Caucus Institute For Pulic Policy301 E Colorado Blvd Ste 800, Pasadena, CA 91101-1917CA2002-10$266,450
20O Connell Inaugural Committee 2006555 Capitol Mall Ste 1425, Sacramento, CA 95814-4602CA2007-06$107,000
21Assembly International Realtions Foundation1990 3rd St Ste 900, Sacramento, CA 95811-6989CA2002-03$44,511
22Judy Chu Board Of Equalization Inaugural Committee777 S Figueroa Street 4050, Los Angeles, CA 90017CA2007-02$40,300
23Otay Mesa Recreation Council3020 Coronado Ave, San Diego, CA 92154-1571CA2006-10$39,364
24Kern County Management Council1115 Truxtun Avenue 2nd Floor, Bakersfield, CA 93301-4629CA2007-06$33,605
25Public Resource Org Inc1005 Gravenstein Hwy N, Sebastopol, CA 95472-2811CA2007-09$13,668
26Littlerock Town CouncilPO BOX 190, Littlerock, CA 93543-0190CA2003-02$1,979
27Curesnow Action11812 San Vicente Blvd Ste 200, Los Angeles, CA 90049-6622CA2002-10$301
28Center For A New Orange County Inc2 Park Plaza, Irvine, CA 92614-8561CA2002-01$52
29Elfin Forest Town Council A Non Profit Public Benefit Corporation20223 Elfin Forest Road, Escondido, CA 92029CA1999-03$0
30Open Primary Research And Defense Fund6380 Wilshire Blvd Ste 1612, Los Angeles, CA 90048CA2003-12$0
Number of organizations performing similar types of work
Alaska6
Alabama10
Arkansas2
Arizona9
California77
Colorado23
Connecticut3
District of Columbia29
Delaware3
Florida30
Georgia13
Hawaii2
Iowa5
Idaho1
Illinois12
Indiana9
Kansas7
Kentucky5
Louisiana8
Massachusetts10
Maryland11
Maine5
Michigan8
Minnesota15
Missouri12
Mississippi7
Montana4
North Carolina18
North Dakota1
Nebraska5
New Hampshire3
New Jersey7
New Mexico2
Nevada3
New York30
Ohio9
Oklahoma17
Oregon13
Pennsylvania26
Rhode Island6
South Carolina10
South Dakota3
Tennessee5
Texas37
Utah5
Virginia31
Vermont3
Washington11
Wisconsin11
West Virginia2
Wyoming4
Total588

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