Nonprofit · EIN 25-6774871
ANNENBERG FOUNDATION TRUST AT SUNNYLANDS
Also known as ANNENBERG LEONORE TTEE
Tax-exempt · RANCHO MIRAGE, CA 92270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $40,466,392 | $26,487,429 | $13,978,963 | $695,727,404 | $4,435,945 | $691,291,459 |
| June 30, 2024 | 990-PF | $23,292,596 | $25,868,621 | -$2,576,025 | $655,198,106 | $4,683,060 | $650,515,046 |
| June 30, 2023 | 990-PF | $22,616,853 | $24,530,347 | -$1,913,494 | $613,405,991 | $3,007,032 | $610,398,959 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $2,441,674
- Interest
- $2,896,020
- Net gain from sales of assets
- $32,992,418
- Other income
- $1,700,210
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,424,367
- Salaries, compensation and benefits (total)
- $7,240,232
- Disbursements for charitable purposes
- $19,041,510
- Excise tax on investment income
- $666,876
Balance sheet and other
- Total assets, start of year
- $655,198,106
- Total assets, end of year
- $695,727,404
- Total liabilities, end of year
- $4,435,945
- Net assets, end of year
- $691,291,459
- Fair market value of assets
- $745,858,665
- Qualifying distributions
- $25,531,629
- Net investment income
- $50,475,364
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID J LANE 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | PRESIDENT | 40 | $578,989 | $35,645 |
| KATHLEEN DOHERTY 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | CHIEF STRATEGY & RETREATS OFFICER | 40 | $339,290 | $25,153 |
| MICHAEL ELLZEY 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHIEF OF ESTATE OPERATIONS | 40 | $257,088 | $20,185 |
| ROBERT BELL 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHIEF ADMINISTRATIVE OFFICER | 40 | $249,000 | $19,141 |
| MARISA LUZZATTO 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | DIR-OPERATIONS & PRO Highest-paid employee | 40 | $184,933 | $38,338 |
| DAVID MONTOYA 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIR-FACILITIES, OPS Highest-paid employee | 40 | $176,758 | $33,738 |
| JEFFREY PHILLIPS 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | DIR-POLICY & INTL PA Highest-paid employee | 40 | $172,723 | $30,913 |
| ROBERT FALLON 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | DIR-STR POLICY, HEAL Highest-paid employee | 40 | $172,578 | $23,068 |
| ANNE ROWE 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIRECTOR, HERITAGE Highest-paid employee | 40 | $157,477 | $14,588 |
| WALLIS ANNENBERG RETIRED 0625 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| LAUREN A BON 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| GREGORY WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 2 | $0 | $0 |
| CHARLES WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| DIANE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| LEONORE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD DESHONG III 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 |
| ELIZABETH R KABLER 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 |
| ELIZABETH K SORENSEN 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 |
| LILY ANNENBERG AS OF 0625 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID J LANE 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | PRESIDENT | 40 | $556,726 | $37,146 |
| KATHLEEN DOHERTY 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | CSO/CRO | 40 | $329,415 | $24,375 |
| MICHAEL ELLZEY 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHIEF OF ESTATE OPERATIONS | 40 | $249,600 | $17,729 |
| ROBERT BELL 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHF ADM OFFICER | 40 | $223,600 | $16,810 |
| MARISA LUZZATTO 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | DIR-OPERATIONS/PRGMS Highest-paid employee | 40 | $179,540 | $36,223 |
| ROBERT FALLON 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | DIRECTOR, EXTERNAL R Highest-paid employee | 40 | $173,551 | $21,491 |
| DAVID MONTOYA 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIR-FACILITIES, OP & Highest-paid employee | 40 | $172,665 | $18,804 |
| JEFFREY PHILLIPS 2000 MASSACHUSETTS, WASHINGTON, DC 20036 | POLICY DIRECTOR Highest-paid employee | 40 | $165,502 | $35,450 |
| ANNE ROWE 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIRECTOR, HERITAGE Highest-paid employee | 40 | $152,880 | $21,362 |
| WALLIS ANNENBERG 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| LAUREN A BON 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| GREGORY WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 2 | $0 | $0 |
| CHARLES WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| DIANE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| LEONORE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 1 | $0 | $0 |
| HOWARD DESHONG III 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| ELIZABETH R KABLER 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| ELIZABETH K SORENSEN 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID J LANE 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | PRESIDENT | 40 | $534,290 | $33,429 |
| KATHLEEN DOHERTY 2000 MASSACHUSETTS AVE NW STE 250, WASHINGTON, DC 20036 | CSO/CRO | 40 | $317,964 | $23,016 |
| MICHAEL ELLZEY 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHIEF OF ESTATE OPERATIONS | 40 | $240,923 | $8,036 |
| ROBERT BELL 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CHF ADM OFFICER | 40 | $215,827 | $4,584 |
| MARISA LUZZATTO 2000 MASSACHUSETTS AVE, WASHINGTON, DC 20036 | DIR-OPERATIONS/PRGMS Highest-paid employee | 40 | $173,298 | $33,104 |
| DAVID MONTOYA 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIR-FACILITIES, OP & Highest-paid employee | 40 | $164,671 | $21,890 |
| ROBERT FALLON 2000 MASSACHUSETTS AVE, WASHINGTON, DC 20036 | DIRECTOR, EXTERNAL R Highest-paid employee | 40 | $161,726 | $22,132 |
| JEFFREY PHILLIPS 2000 MASSACHUSETTS AVE, WASHINGTON, DC 20036 | POLICY DIRECTOR Highest-paid employee | 40 | $158,969 | $38,479 |
| ANNE ROWE 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | DIRECTOR, HERITAGE Highest-paid employee | 40 | $147,566 | $21,127 |
| JANICE LYLE 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CENTER DIRECTOR (THRU 7/22) | 40 | $29,614 | $767 |
| ROBERT W CARAGHER 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | CFO & CHF ADM OFFICER (THRU 7/2022) | 40 | $24,790 | $1,472 |
| WALLIS ANNENBERG 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| LAUREN A BON 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| GREGORY WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 2 | $0 | $0 |
| CHARLES WEINGARTEN 2000 AVE OF THE STARS SUITE 1000, LOS ANGELES, CA 90067 | TRUSTEE | 1 | $0 | $0 |
| DIANE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| LEONORE DESHONG 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 1 | $0 | $0 |
| HOWARD DESHONG III 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| ELIZABETH R KABLER 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
| ELIZABETH K SORENSEN 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA 92270 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 37977 BOB HOPE DR, RANCHO MIRAGE, CA 92270-2008
- In care of
- % ED DORAN
- Signed the 990-PF
- ALEXA MENDEZ, DIR FINANCE/RISK MGMT
- Phone
- (760) 202-2222
- Website
- WWW.SUNNYLANDS.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 25-6774871 or by the name ANNENBERG FOUNDATION TRUST AT SUNNYLANDS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6774871
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W20)
- Assets (IRS master file)
- $695,727,404
- Income (IRS master file)
- $120,984,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $40,466,392 | $26,487,429 | $695,727,404 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $23,292,596 | $25,868,621 | $655,198,106 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $22,616,853 | $24,530,347 | $613,405,991 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6774871).
Questions about ANNENBERG FOUNDATION TRUST AT SUNNYLANDS
- What is the EIN of ANNENBERG FOUNDATION TRUST AT SUNNYLANDS?
- The employer identification number (EIN) of ANNENBERG FOUNDATION TRUST AT SUNNYLANDS is 25-6774871.
- Is ANNENBERG FOUNDATION TRUST AT SUNNYLANDS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ANNENBERG FOUNDATION TRUST AT SUNNYLANDS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNENBERG FOUNDATION TRUST AT SUNNYLANDS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNENBERG FOUNDATION TRUST AT SUNNYLANDS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNENBERG FOUNDATION TRUST AT SUNNYLANDS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ANNENBERG FOUNDATION TRUST AT SUNNYLANDS?
- The 990-PF for the year ended June 30, 2025 lists 19 people; 9 received compensation from the organization, the highest $578,989 (DAVID J LANE, PRESIDENT).
- How much revenue does ANNENBERG FOUNDATION TRUST AT SUNNYLANDS have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $40,466,392, expenses of $26,487,429 and total assets of $695,727,404 at year end.
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All nonprofits in RANCHO MIRAGE · California · Public and societal benefit