Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$655.2M
+6.8% YoY
Annual Giving
—
Grant Count
0
Avg Grant Size
—
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
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
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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