The Annenberg Foundation Trust at is a private foundation focused on Public, Societal Benefit, based in RANCHO MIRAGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $655.2M in total assets. In 2024, it made $21.1M in qualifying distributions. Net investment income was $19.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$655.2M
+6.8% YoY
Revenue
$23.3M
+3.0% YoY
Qualifying Distributions
$21.1M
+13.3% YoY
Expenses
$25.9M
+5.5% YoY
About The Annenberg Foundation Trust at
Based on IRS filings
The Annenberg Foundation Trust at is a private foundation focused on Public, Societal Benefit, based in RANCHO MIRAGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $655.2M in total assets. In 2024, it made $21.1M in qualifying distributions. Net investment income was $19.3M.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $655,198,106 | $613,405,991 | $586,661,089 |
| Revenue | $23,292,596 | $22,616,853 | $114,020,098 |
| Expenses | $25,868,621 | $24,530,347 | $24,957,552 |
| Qualifying Distributions | $21,145,117 | $18,661,168 | $20,847,210 |
| Net Investment Income | $19,325,394 | $10,124,977 | $110,616,641 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WALLIS ANNENBERG | TRUSTEE | 1 | — |
| LAUREN A BON | TRUSTEE | 1 | — |
| GREGORY WEINGARTEN | TRUSTEE | 2 | — |
| CHARLES WEINGARTEN | TRUSTEE | 1 | — |
| DIANE DESHONG | TRUSTEE | 2 | — |
| LEONORE DESHONG | TRUSTEE | 1 | — |
| HOWARD DESHONG III | TRUSTEE | 2 | — |
| ELIZABETH R KABLER | TRUSTEE | 2 | — |
| ELIZABETH K SORENSEN | TRUSTEE | 2 | — |
| DAVID J LANE | PRESIDENT | 40 | $556,726 |
| KATHLEEN DOHERTY | CSO/CRO | 40 | $329,415 |
| MICHAEL ELLZEY | CHIEF OF ESTATE OPERATIONS | 40 | $249,600 |
| ROBERT BELL | CHF ADM OFFICER | 40 | $223,600 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Annenberg Foundation Trust at?
The Annenberg Foundation Trust at is a private foundation focused on Public, Societal Benefit, based in RANCHO MIRAGE, CA. It holds $655.2M in total assets as of 2024.
How large is The Annenberg Foundation Trust at?
As of 2024, The Annenberg Foundation Trust at holds $655.2M in total assets with $23.3M in annual revenue.
What is The Annenberg Foundation Trust at's EIN?
The Annenberg Foundation Trust at's EIN (Employer Identification Number) is 25-6774871. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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