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)
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: 

Other organizations performing similar types of work: 


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

Other organizations performing similar types of work: 


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
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
Total liabilities$3,220,074
Mortgages and other notes payable$0
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
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)
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
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11Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee70177 Highway 111 Ste 202, Rancho Mirage, CA 92270-5902CA2004-09$90,990,199
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Number of organizations performing similar types of work
District of Columbia29
North Carolina18
North Dakota1
New Hampshire3
New Jersey7
New Mexico2
New York30
Rhode Island6
South Carolina10
South Dakota3
West Virginia2
Total588 is not associated with, endorsed by, or sponsored by Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee and has no official or unofficial affiliation with Annenberg Foundation Trust At Sunnylands, Annenberg Leonore Ttee