Dana & Albert R Broccoli Charitable
The Dana & Albert R Broccoli Charitable Foundation is a private, family foundation established in 1980 in California and headquartered in Los Angeles. Founded by the late Albert R. Broccoli, a renowned film producer best known for his work on numerous James Bond films, the foundation maintains a low public profile and does not operate a formal website or employ dedicated staff.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$29.9M
+2.2% YoY
Annual Giving
$1.4M
-2.8% YoY
Grant Count
28
+3.7% YoY
Avg Grant Size
$50K
-6.2% YoY
Under IRS private-foundation payout rules, Dana & Albert R Broccoli Charitable reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides grants primarily in the following areas:
- Arts — including photography and film-related programs
- Education — with particular emphasis on STEM education and science ventures
- Health — supporting medical research and healthcare institutions
- Human Services — including child welfare and substance abuse treatment
The foundation also supports science research programs at institutes and universities, and has demonstrated interest in Shakespeare programs and medical fellowships.
Grantmaking
Notable recent grants include:
Average Grant
amount: $40,000
How to Apply
or website. Based on available information, the foundation appears dedicated to continuing funding for established partnerships, and new grantees may face significant challenges in securing funding. Networking with previous grantees may provide insight into funding opportunities.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in California, with additional grantmaking in New York and Maryland.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2023-2024:
- Total Assets: $29.2–$29.9 million
- Total Annual Giving: $1.1–$1.4 million
- Total Revenues (2023): $1,049,581
- Total Expenses (2023): $1,300,590
Financial Composition (2024): The foundation's revenue is derived from investment returns and contributions, with the majority coming from investment income.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $29,876,457 | $29,226,694 | $27,837,517 |
| Revenue | $1,073,673 | $1,049,581 | $1,194,705 |
| Expenses | $1,588,660 | $1,300,590 | $2,019,543 |
| Qualifying Distributions | $1,408,287 | $1,094,057 | $1,706,310 |
| Net Investment Income | $846,424 | $872,356 | $1,067,338 |
| Distributable Amount | $1,380,679 | $1,469,078 | $1,593,934 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
140 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ucla Foundation ($300,000), Johns Hopkins Univ School of Medici ($200,000), Rancho Research Institute ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FILM INSTITUTE LOS ANGELES, CA | DANA & ALBERT BROCCOLI SCHOLARSHIP | $15,000 |
| AMERICAN FRIENDS OF THE ART FUND NEW YORK, NY | UNRESTRICTED | $33,000 |
| BARBARA SINATRA CHILDREN RANCHO MIRAGE, CA | UNRESTRICTED | $10,000 |
| BET TZEDEK LOS ANGELES, CA | ANNIV GALA | $10,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOC BEVERLY HILLS, CA | MEDICAL TRUST FUND | $2,000 |
| BEVERLY HILLS POLICE OFFICERS BENEV BEVERLY HILLS, CA | UNRESTRICTED | $2,000 |
| CEDARS SINAI MEDICAL CENTER LOS ANGELES, CA | UNRESTRICTED | $10,000 |
| CENTRE FOR BRITISH PHOTOGRAPHY | UNRESTRICTED | $128,050 |
| CHURCH OF THE GOOD SHEPHERD BEVERLY HILLS, CA | UNRESTRICTED | $1,000 |
| CLUB 21 LEARNING PASADENA, CA | UNRESTRICTED | $2,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Foundation leadership includes:
- Michael G. Wilson — President
- Barbara Broccoli — Vice President
- Burton Forester — Vice President
- David Pope — Vice President
- Sandra J Gong — Secretary
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SANDRA J GONG | SECRETARY AN | 1.5 | — |
| BURTON FORESTER | VICE PRESIDE | 1.5 | — |
| BARBARA BROCCOLI | VICE PRESIDE | 0.5 | — |
| MICHAEL G WILSON | PRESIDENT | 0.5 | — |
| DAVID POPE | VICE PRESIDE | 0.5 | — |
Frequently Asked Questions
What does Dana & Albert R Broccoli Charitable fund?
The foundation provides grants primarily in the following areas: • **Arts** — including photography and film-related programs • **Education** — with particular emphasis on STEM education and science ventures • **Health** — supporting medical research and healthcare institutions • **Human Services** — including child welfare and substance abuse treatment The foundation also supports science research programs at institutes and universities, and has demonstrated interest in Shakespeare programs an…
How do I apply for a grant from Dana & Albert R Broccoli Charitable?
**Grant Characteristics:** • Typical award range: $1,000 to $500,000 • Average grant amount: $40,000 • Median grant amount: $20,000 • Recent annual grant count: 28-36 grants per year **Recent Grant Activity:** Notable recent grants include: • Rancho Research Institute: $400,000 (Dr Edgerton Research, 2023) • Carnegie Science: $125,000 (Strategic Priority Fund, 2023) • Entertainment Industry Foundation: $100,000 (The Theatre Leadership Project, 2023) • Santa Barbara Museum of Art: $40,000 (Photo…
Where does Dana & Albert R Broccoli Charitable make grants?
The foundation primarily funds organizations in California, with additional grantmaking in New York and Maryland.
What size grants does Dana & Albert R Broccoli Charitable award?
In 2024, Dana & Albert R Broccoli Charitable awarded 28 grants totaling $1.4M — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Dana & Albert R Broccoli Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dana & Albert R Broccoli Charitable reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dana & Albert R Broccoli Charitable's EIN?
Dana & Albert R Broccoli Charitable's EIN (Employer Identification Number) is 95-3502889. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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