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Nonprofit · EIN 45-2964080

WALLIS ANNENBERG LEGACY FOUNDATION

Tax-exempt · PLAYA VISTA, CA 90094

Financials

$171.8M$15.2M2023$143.9M$15.4M2024
Revenue Expenses · by fiscal year end
Financials of WALLIS ANNENBERG LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$143,863,622$15,443,191$128,420,431$456,544,051$8,301,583$448,242,468
December 31, 2023990-PF$171,827,115$15,196,463$156,630,652$306,547,943$9,089,432$297,458,511
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$129,189,053
Dividends
$6,740,920
Net gain from sales of assets
$7,709,465
Other income
$209,636

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$249,900
Salaries, compensation and benefits (total)
$3,257,021
Disbursements for charitable purposes
$10,955,781
Excise tax on investment income
$187,202

Balance sheet and other

Total assets, start of year
$306,547,943
Total assets, end of year
$456,544,051
Total liabilities, end of year
$8,301,583
Net assets, end of year
$448,242,468
Fair market value of assets
$456,544,051
Qualifying distributions
$10,955,781
Net investment income
$14,449,903

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ARADHNA OLIPHANT
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
CHIEF OPERATIONS AND STRATEGY OFFICER37.5$249,900$7,406
GABRIELLE AMSTER
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF PETSPACE
Highest-paid employee
37.5$246,557$43,669
BRIAN GOLDMAN
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF FINANCE
Highest-paid employee
37.5$194,108$65,562
TERESA XIONG
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF HR
Highest-paid employee
37.5$136,583$25,157
AMBER JANKE
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
SR. MANAGER, PROGRAM
Highest-paid employee
37.5$113,096$30,895
ERIC MORALES
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
FACILITIES & OPERATI
Highest-paid employee
37.5$113,018$63,440
WALLIS ANNENBERG
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIR/CHAIR/PRES/CEO5$0$0
CYNTHIA KENNARD
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR/TREASURER/CFO8$0$0
DAVID ULICH
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR/SECRETARY5$0$0
DAVID BOHNETT
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR1$0$0
ADRIENNE GREEN
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR1$0$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER WONG
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF GENSPACE
Highest-paid employee
37.5$219,782$41,580
GABRIELLE AMSTER
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF PETSPACE
Highest-paid employee
37.5$213,717$40,898
BRIAN GOLDMAN
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR OF FINANCE
Highest-paid employee
37.5$183,268$21,289
VIVIAN NAGAO
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
PETSPACE VETERINARIA
Highest-paid employee
37.5$157,016$67,746
ERICK MORALES
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
OPERATIONS AND FACIL
Highest-paid employee
37.5$103,055$62,263
WALLIS ANNENBERG
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIR/CHAIR/PRES/CEO5$0$0
CYNTHIA KENNARD
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIR/VP/CFO/TREASURER8$0$0
DAVID ULICH
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR/SECRETARY5$0$0
DAVID BOHNETT
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR1$0$0
ADRIENNE GREEN
12005 BLUFF CREEK DRIVE, PLAYA VISTA, CA 90094
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
12005 BLUFF CREEK DR, PLAYA VISTA, CA 90094-2930
In care of
% THE FOUNDATION
Signed the 990-PF
ARADHNA OLIPHANT, CHIEF OPERATIONS & STRATEGY OFFICER
Phone
(310) 228-3741
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-2964080
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$456,544,051
Income (IRS master file)
$278,998,985

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$171,827,115$15,196,463$306,547,943IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WALLIS ANNENBERG LEGACY FOUNDATION

What is the EIN of WALLIS ANNENBERG LEGACY FOUNDATION?
The employer identification number (EIN) of WALLIS ANNENBERG LEGACY FOUNDATION is 45-2964080.
Is WALLIS ANNENBERG LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to WALLIS ANNENBERG LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does WALLIS ANNENBERG LEGACY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WALLIS ANNENBERG LEGACY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALLIS ANNENBERG LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WALLIS ANNENBERG LEGACY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 11 people; 6 received compensation from the organization, the highest $249,900 (ARADHNA OLIPHANT, CHIEF OPERATIONS AND STRATEGY OFFICER).
How much revenue does WALLIS ANNENBERG LEGACY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $143,863,622, expenses of $15,443,191 and total assets of $456,544,051 at year end.

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