2019-05-15T14:26:12-05:00 2018-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990PF 2017-07-01 256774871 The Annenberg Foundation Trust at Sunnylands % ED DORAN ANNE 7602022222 37977 Bob Hope Drive Rancho Mirage CA 92270 EDWARD J DORAN CFO 7602022268 2019-05-15 true Russlee Armstrong P00288383 2155614200 209.220.136.124 23695320191355000063 2019-05-15 P 723DCE0278216FC49ED02D71432F9BD539E90BC6 5ECDBAAA2251BF06823C096906AB0990A13F2727 2017 2019-02-21 02:37:17Z X 582290534 X 0 X 1482731 1482731 1482731 5502236 5502236 5502236 17484085 70991455 17492997 92992 477232 286491 190741 190741 1267274 357611 1267274 25927067 24835575 8535974 1049616 66173 66173 983443 5057432 1471 1471 4964153 1715919 9930 9930 1698680 140472 0 0 127508 75814 0 0 75814 1690379 1253551 1253551 434147 962212 55096 55096 456442 4732597 2676670 2700427 705618 702549 56712 56150 2108405 2100244 20971846 1386221 1386221 14299557 0 0 20971846 1386221 1386221 14299557 4955221 23449354 7149753 900 532 532 29967638 39875747 39875747 226247 218931 218931 302769 364512 364512 298457209 307543790 307543790 15659000 20773000 20773000 66181499 68065589 68065589 171302721 26524720 146579600 144778001 144937501 6922085 510932 510932 564296947 582131034 582290534 3008419 1209830 2265543 2509385 5273962 3719215 X 559022987 578411819 559022987 578411819 564296949 582131034 559022987 4955221 14433611 578411819 578411819 SHORT TERM GAINS (STMT 18) P 2408397 2315405 92992 92992 LONG TERM GAINS (STMT 18) P 67487066 51178465 16308601 16308601 CAPITAL GAIN DISTRIBUTION P 1085172 1085172 1085172 CLASS ACTION SETTLEMENTS INVESTMENT P 6232 6232 6232 17492997 92992 false 28899838 411464782 0.070236 17711673 427562573 0.041425 13920963 447297672 0.031122 15607262 424758731 0.036744 10047560 369541359 0.027189 0.206716 0.041343 426989000 17653006 234494 17887500 19355697 X 234494 234494 234494 221001 15000 236001 1507 1507 false false false 0 0 0 false false true true false true true CA PA true true false false false true www.sunnylands.org ED DORAN 7602022268 37977 BOB HOPE DRIVE Rancho Mirage CA 92270 false false false false true false false false false false false false false false false false false false false false false Wallis Annenberg 2000 Avenue of the Stars Suite 1000 Los Angeles CA 90067 Trustee 1.0 0 0 0 Lauren A Bon 2000 Avenue of the Stars Suite 1000 Los Angeles CA 90067 Trustee 1.0 0 0 0 Gregory Weingarten 2000 Avenue of the Stars Suite 1000 Los Angeles CA 90067 Trustee 2.0 0 0 0 Charles Weingarten 2000 Avenue of the Stars Suite 1000 Los Angeles CA 90067 Trustee 1.0 0 0 0 Diane Deshong 37977 Bob Hope Drive Rancho Mirage CA 92270 Trustee 2.0 0 0 0 Leonore Deshong 37977 Bob Hope Drive Rancho Mirage CA 92270 Trustee 1.0 0 0 0 Howard Deshong III 37977 Bob Hope Drive Rancho Mirage CA 92270 Trustee 2.0 0 0 0 Elizabeth R Kabler 37977 Bob Hope Drive Rancho Mirage CA 92270 Trustee 2.0 0 0 0 Elizabeth K Sorensen 37977 Bob Hope Drive Rancho Mirage CA 92270 Trustee 2.0 0 0 0 David J Lane 2000 Massachusetts Ave NW Ste 250 washington DC 20036 President 40.0 399809 46767 0 Rebecca Avila 37977 Bob Hope Drive Rancho Mirage CA 92270 Chief Administrative Officer 40.0 236157 26650 0 Janice Lyle 37977 Bob Hope Drive Rancho Mirage CA 92270 Center Director 40.0 211648 31756 0 Bruce Missaggia 37977 Bob Hope Drive Rancho Mirage CA 92270 Chief Financial Officer 40.0 202002 25521 0 PATRICK TRUCHAN 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 OPERATIONS DIRECTOR 40.0 183932 22159 0 EDWARD DORAN 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 FINANCE DIRECTOR 40.0 133180 22049 0 BARBARA FREEMAN 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 RETREATS DIRECTOR 40.0 132264 20965 0 GEOFFREY BAUM 350 S GRAND AVE STE 3350 LOS ANGELES CA 90071 PUBLIC AFFAIRS DIR 40.0 130202 896 0 KATHLEEN HALL JAMIESON 202 S 36TH STREET PHILADELPHIA PA 19104 PROGRAM DIRECTOR 10.0 128752 0 0 25 MATT Construction Corporation 9814 Norwalk Blvd Suite 100 SANTA FE SPRINGS CA 90670 Construction 3538073 Hawthorn Family Wealth 1600 Market Street PHILADELPHIA PA 19103 Investment Consult 618418 Acorn Technology Services 1960 Chicago Ave Suite E-9 RIVERSIDE CA 92507 IT Services 174503 The Kitchen for Exploring Foods LLC 1434 West Colorado Blvd PASADENA CA 91105 Catering 357803 Eagle Capital Management 499 Park Ave NEW YORK NY 10022 investment mgmt 304287 16 SUNNYLANDS CENTER AND GARDENS (SEE ATTACHMENT 19) 7950572 RETREATS, MEETINGS AND EVENTS (SEE ATTACHMENT 19) 6688111 PROGRAMS ON THE UNDERDEVELOPED LAND (SEE ATTACHMENT 19) 15965 386551886 39737084 7202401 433491371 0 433491371 6502371 426989000 21349450 X 14299557 0 5056140 0 0 19355697 234494 19121203 2004-09-21 X 7149753 6165971 4799171 6436483 24551378 6077290 5241075 4079295 5471011 20868671 19355697 29059184 17711673 13920963 80047517 19355697 29059184 17711673 13920963 80047517 0 14232967 13715493 14252086 14909922 57110468 0 0 0 0 NA NA X TOURS, EDUC PROGRAMS 906643 14 1482731 14 5502236 01 357150 18 17484085 GIFT SHOP AND CAFE NET SALES 453220 44240 03 99991 46510 ROYALTIES 15 461 SALE OF NON-CAPITALIZED ITEMS 3020 44240 24926654 956173 25927067 1 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 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,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. false false false false false false false false false false ACCOUNTING FEES 75814 75814 GEOFFREY BAUM Geoffrey Baum left during the prior tax period and was not an employee during the current tax period. Compensation reported is severance only. KATHLEEN HALL JAMIESON Kathleen Hall JAMIESON is an employee under special contract related to an adminstrative agreement between the ANNENBERG FOUNDATION TRUST AT SUNNYLANDS and the Annenberg Public Policy Center at the University of Pennsylvania. 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