2025-05-15T19:17:49-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990PF 2023-07-01 256774871 THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS ANNE 7602022222 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 ALEXA MENDEZ DIR FINANCE/RISK MGMT 7602022222 2025-05-15 1 0 RUSSLEE ARMSTRONG P00288383 2155614200 2023 2025-03-06 01:10:19Z X 702832079 X X 2703132 2703132 2703132 2676648 5308481 2676648 15850272 248129817 11164103 0 854265 550798 303467 303467 1759077 2340140 1759077 23292596 21515856 7442324 1359341 67867 67867 1291474 6912142 12602 557434 6250911 2205356 6895 114265 2087613 101863 0 0 101863 141569 33402 33402 99368 2003826 1598589 1598589 405237 1352518 471107 77387 439451 4915230 0 45871 3438756 0 0 2921172 575044 0 5057 569987 39642 0 0 39642 2823334 0 81757 2893955 25868621 2190462 2581629 17100673 0 0 25868621 2190462 2581629 17100673 -2576025 19325394 4860695 2941 4009 4009 73483212 44701363 44701363 1427 729332 1427 1427 235284 185149 185149 197102 132239 132239 111255559 133684970 133684970 296193976 345723225 345723225 184307129 54043044 130702751 130264085 177898058 605834 501639 501639 613405991 655198106 702832079 2509521 3586409 497511 1096651 3007032 4683060 X 610398959 650515046 610398959 650515046 613405991 655198106 610398959 -2576025 42692112 650515046 0 650515046 LT PUBLICLY TRADED SECURITIES/OTHER 133569833 119223830 14346003 14346003 ST PUBLICLY TRADED SECURITIES/OTHER 114559984 115069069 -509085 -509085 LIMITED PARTNERSHIPS/OTHER P 0 2672815 -2672815 -2672815 11164103 -3181900 268623 0 268623 0 268623 151679 0 230000 0 381679 0 113056 113056 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA PA 1 1 0 0 0 1 WWW.SUNNYLANDS.ORG ALEXA MENDEZ 7602022271 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WALLIS ANNENBERG 2000 AVE OF THE STARS SUITE 1000 LOS ANGELES CA 90067 TRUSTEE 1.00 0 0 0 LAUREN A BON 2000 AVE OF THE STARS SUITE 1000 LOS ANGELES CA 90067 TRUSTEE 1.00 0 0 0 GREGORY WEINGARTEN 2000 AVE OF THE STARS SUITE 1000 LOS ANGELES CA 90067 TRUSTEE 2.00 0 0 0 CHARLES WEINGARTEN 2000 AVE OF THE STARS SUITE 1000 LOS ANGELES CA 90067 TRUSTEE 1.00 0 0 0 DIANE DESHONG 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 TRUSTEE 2.00 0 0 0 LEONORE DESHONG 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 TRUSTEE 1.00 0 0 0 HOWARD DESHONG III 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 TRUSTEE 2.00 0 0 0 ELIZABETH R KABLER 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 TRUSTEE 2.00 0 0 0 ELIZABETH K SORENSEN 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 TRUSTEE 2.00 0 0 0 DAVID J LANE 2000 MASSACHUSETTS AVE NW STE 250 WASHINGTON DC 20036 PRESIDENT 40.00 556726 37146 0 KATHLEEN DOHERTY 2000 MASSACHUSETTS AVE NW STE 250 WASHINGTON DC 20036 CSO/CRO 40.00 329415 24375 0 MICHAEL ELLZEY 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 CHIEF OF ESTATE OPERATIONS 40.00 249600 17729 0 ROBERT BELL 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 CHF ADM OFFICER 40.00 223600 16810 0 MARISA LUZZATTO 2000 MASSACHUSETTS WASHINGTON DC 20036 DIR-OPERATIONS/PRGMS 40.00 179540 36223 0 JEFFREY PHILLIPS 2000 MASSACHUSETTS WASHINGTON DC 20036 POLICY DIRECTOR 40.00 165502 35450 0 ROBERT FALLON 2000 MASSACHUSETTS WASHINGTON DC 20036 DIRECTOR, EXTERNAL R 40.00 173551 21491 0 DAVID MONTOYA 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 DIR-FACILITIES, OP & 40.00 172665 18804 0 ANNE ROWE 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 DIRECTOR, HERITAGE 40.00 152880 21362 0 64 DW JOHNSTON CONSTRUCTION INC 71650 SAHARA ROAD SUITE 2 RANCHO MIRAGE CA 92270 CONSTRUCTION 1602578 UNTITLED EVENTS 1062 N MENTOR AVE PASADENA CA 91104 CATERING 729582 BESTOR ARCHITECTURE 2030 HYPERION AVE LOS ANGELES CA 90027 CONSTRUCTION 546503 NEPC LLC 9440 W SAHARA LAS VEGAS NV 89117 INV CONSULTING 507933 VINTAGE ASSOCIATES INC 78-755 DARBY ROAD BERMUDA DUNES CA 92203 LANDSCAPE CONSTRUCTION 427144 21 RETREATS & OTHER CONVENINGS(SEE STATEMENT 15) 9298056 PUBLIC PROGRAMS & EDUCATION(SEE STATEMENT 15) 8652934 PUBLIC PROGRAMS ON THE OPEN LAND(SEE STATEMENT 15) 22385 NONE 0 0 389084237 52082322 62196271 503362830 0 0 503362830 7550442 495812388 24790619 X 17100673 0 4044444 21145117 2004-09-21 X 4860695 5031470 6575483 4962313 21429961 4131591 4276750 5589161 4217966 18215467 21145117 18661168 20847210 15511092 76164587 0 0 0 0 0 21145117 18661168 20847210 15511092 76164587 0 0 16527079 15221493 17452797 15940064 65141433 0 0 0 0 X 0 0 TOURS, EDUC PROGRAMS 1302818 14 2703132 14 2676648 18 453421 18 15850272 GIFT SHOP & CAFE SALES 459420 69499 03 167129 66839 ROYALTIES 15 2466 SALES AND USE TAX REFUND 01 372 69499 21853440 1369657 23292596 1 THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS ENGAGES IN INCOME-PRODUCING ACTIVITIES THAT CONTRIBUTE IMPORTANTLY TO THE ACCOMPLISHMENT OF ITS EXEMPT PURPOSES. IN ORDER TO FURTHER ITS EDUCATIONAL PURPOSES, THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS CONDUCTS TOURS AND EDUCATIONAL PROGRAMMING THAT ARE OPEN TO THE PUBLIC, WHEREBY MEMBERS OF THE PUBLIC LEARN ABOUT SUCH THINGS AS THE HISTORICAL AND ARCHITECTURAL SIGNIFICANCE OF ITS PROPERTY, THE ARTWORK OF THE "ANNENBERG COLLECTION, AND THE GARDENS AND THE BIRDS LOCATED ON THE GROUNDS. THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS ALSO HAS A GIFT SHOP THAT OFFERS BOOKS AND OTHER EDUCATIONAL ITEMS TO ENHANCE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE VARIOUS EDUCATIONAL ASPECTS OF THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS. IN ORDER FOR VISITORS TO DEVOTE A GREATER PORTION OF THEIR TIME AND ATTENTION TO ITS EDUCATIONAL FACILITIES, THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS HAS A CAFE THAT IS OPEN TO THE PUBLIC. 0 0 0 0 0 0 0 0 0 0 AUDITING/TAX SERVICES 141569 33402 33402 99368 LAND 67315000 0.000000000000 0 0 0 BUILDING AND IMPROVEMENTS 101987250 45764380 0.000000000000 0 0 0 FURNITURE AND EQUIPMENT 11454992 8277738 0.000000000000 0 0 0 LEASEHOLD IMPROVEMENTS 985 926 0.000000000000 0 0 0 CONSTRUCTION IN PROGRESS 3548902 0.000000000000 0 0 0 SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART VIII-A GENERAL STATEMENT:ORGANIZATIONAL BACKGROUND AND PERMITTED PROGRAMSIN 2001 WALTER AND LEONORE ANNENBERG ESTABLISHED THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS TO "ADDRESS SERIOUS ISSUES FACING THE NATION AND THE WORLD COMMUNITY." SUNNYLANDS IS CHARGED BY ITS DECLARATION OF TRUST TO BRING TOGETHER LEADERS AND EXPERTS FROM AROUND THE GLOBE TO FIND MEANINGFUL SOLUTIONS TO SOME OF THE MOST PRESSING CHALLENGES FACING OUR NATION AND THE WORLD IN CONVENINGS THAT PRODUCE IMPACTFUL POSITIVE OUTCOMES.THE DECLARATION OF TRUST OUTLINES SEVEN CATEGORIES OF PERMITTED PROGRAMS:1. FOR THE PRESIDENT OF THE UNITED STATES AND THE SECRETARY OF STATE OF THE UNITED STATES TO BRING TOGETHER WORLD LEADERS FURTHER PROMOTING WORLD PEACE AND FACILITATING INTERNATIONAL AGREEMENT.2. FOR (I) THE PRESIDENT OF THE UNITED STATES AND THE CABINET, (II) THE UNITED STATES SUPREME COURT, (III) THE LEADERSHIP OF THE UNITED STATES HOUSE OF REPRESENTATIVES OF BOTH THE REPUBLICAN AND DEMOCRATIC PARTIES, AND (IV) THE LEADERSHIP OF THE UNITED STATES SENATE OF BOTH THE REPUBLICAN AND DEMOCRATIC PARTIES, RESPECTIVELY, TO MEET IN ORDER TO FOCUS ON WAYS TO IMPROVE THE FUNCTIONING OF THE THREE BRANCHES OF GOVERNMENT OR OTHER IMPORTANT ISSUES FACING THESE GOVERNMENTAL BODIES.3. FOR LEADERS OF MAJOR SOCIAL INSTITUTIONS, SUCH AS UNIVERSITIES, COLLEGES, PUBLIC SCHOOLS, CHARITIES, GOVERNMENTAL AGENCIES, AND OTHER IMPORTANT PUBLIC BODIES TO MEET FURTHER ADDRESSING AND DETERMINING HOW THESE INSTITUTIONS COULD BETTER SERVE THE PUBLIC AND THE PUBLIC GOOD.4. FOR THE SCHOOLS AND OTHER CHARITABLE OR EDUCATIONAL INSTITUTIONS CREATED OR FUNDED BY THE ANNENBERG FOUNDATION, SUCH AS, BY WAY OF EXAMPLE, THE ANNENBERG SCHOOL FOR COMMUNICATION AT THE UNIVERSITY OF PENNSYLVANIA, THE ANNENBERG SCHOOL FOR COMMUNICATION AT THE UNIVERSITY OF SOUTHERN CALIFORNIA, THE ANNENBERG PUBLIC POLICY CENTER, THE ANNENBERG/CPB PROJECT, AND THE ANNENBERG INSTITUTE FOR SCHOOL REFORM AT BROWN UNIVERSITY, TO CONDUCT PROGRAMS FOCUSING ON THE ADVANCEMENT OF IMPORTANT EDUCATIONAL AND SOCIAL ISSUES.5. TO HOST (I) PROGRAMS OF LEARNED SOCIETIES, I.E., BODIES OF DISTINGUISHED PERSONS, THE HUMANITIES AND SOCIAL SCIENCES, (II) MEETINGS OF LEADERS AND DISTINGUISHED PRACTITIONERS IN EDUCATION, PHILANTHROPY, THE ARTS, AND CULTURE, AND (III) MEETINGS OF LEADERS AND SPECIALISTS IN THE MAJOR MEDICAL AND SCIENTIFIC ASSOCIATIONS AND INSTITUTIONS, RESPECTIVELY, FOR THE PURPOSE OF PROMOTING AND FACILITATING THE EXCHANGE OF IDEAS AMONG LEADERS IN THE FOREGOING FIELDS OF ENDEAVOR AND IN PUBLIC AFFAIRS AND PUBLIC LIFE, SO AS TO PROVIDE THE WIDEST POSSIBLE RANGE OF OPPORTUNITIES FOR HIGH-LEVEL INTERACTION AND COMMUNICATION FOR THE ADVANCEMENT OF SUCH FIELDS OF ENDEAVOR FOR THE COMMON GOOD AND THE PUBLIC INTEREST.6. FOR THE ANNENBERG FOUNDATION TO CONDUCT MEETINGS FOR THE PURPOSE OF FORMULATING POLICIES AND PROGRAMS TO FURTHER ITS CHARITABLE AND OTHER TAX-EXEMPT PURPOSES.7. FOR PUBLIC ACCESS, ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS, TO EDUCATE THE PUBLIC ON THE EDUCATIONAL AND HISTORICAL SIGNIFICANCE OF SUNNYLANDS.IN 2012 WHEN SUNNYLANDS BEGAN HOLDING RETREATS AND MEETINGS, THE BOARD OF TRUSTEES DELINEATED FIVE AREAS OF FOCUS: GLOBAL COOPERATION WITH AN EMPHASIS ON THE GREATER PACIFIC, HEALTH AND SCIENCE, ARTS AND CULTURE, DEMOCRATIC INSTITUTIONS, AND EDUCATION. IN APRIL 2017, WITH THE GOAL OF MAKING A GREATER IMPACT BY NARROWING THE FOCUS, SUNNYLANDS' BOARD OF TRUSTEES APPROVED A STRATEGY TO CONVENE HIGH-LEVEL RETREATS IN THREE IMPORTANT AREAS: GLOBAL COOPERATION WITH AN EMPHASIS ON THE GREATER PACIFIC, DEMOCRATIC INSTITUTIONS, AND GLOBAL HEALTH AND FOOD SECURITY.PART VIII-A, LINE 1: 2023-2024 SEASON OF RETREATS AND OTHER CONVENINGS:1) NEW YORK CITY FOOD SYSTEMS DINNER (SEPTEMBER 17, 2023)ON SEPTEMBER 17, 2023, SUNNYLANDS HOSTED AN INFORMAL, SMALL-GROUP DINNER DISCUSSION FOR FOOD SECURITY, NUTRITION, AND HUMANITARIAN LEADERS ON THE SIDELINES OF THE ANNUAL U.N. GENERAL ASSEMBLY MEETING IN NEW YORK CITY. THE EVENT TOOK STOCK OF CURRENT EFFORTS TO COMBAT HUNGER AND MALNUTRITION, AND EXPLORED WAYS THAT THE GROUP COULD COLLECTIVELY FIGHT THESE CHALLENGES MORE EFFECTIVELY.2) U.S.-JAPAN D.C. WORKSHOP (SEPTEMBER 20, 2023)ON SEPTEMBER 20, 2023, SUNNYLANDS JOINED WITH THE HOOVER INSTITUTION TO HOST A U.S.- JAPAN GLOBAL DIALOGUE PANEL DISCUSSION. THIRTY PARTICIPANTS MET TO DISCUSS THE BURGEONING U.S.- JAPAN RELATIONSHIP AND AVENUES FOR COOPERATION ACROSS SEVERAL DOMAINS.3) CIVICS EDUCATION AND THE COURTS WORKING SESSION (NOVEMBER 9-11, 2023)FROM NOVEMBER 9TH THROUGH 11TH, 2023, THE ANNENBERG PUBLIC POLICY CENTER (APPC) AND SUNNYLANDS CONVENED NINETEEN FEDERAL JUDGES IN PHILADELPHIA, PENNSYLVANIA TO DISCUSS WAYS TO IMPROVE CIVICS-RELATED EDUCATIONAL TOOLS AND BROADEN THE PUBLIC'S ACCESS TO THEM.THE RETREAT WAS COMPOSED OF FIVE SUBSTANTIVE SESSIONS EACH FOCUSING ON A SPECIFIC AUDIENCE OR TARGET OUTCOME. THE SESSIONS INCLUDED: CIVICS FOR STUDENTS, CIVICS FOR ADULTS, CIVICS FOR COMMUNITIES, CIVICS AS A NATIONAL SECURITY IMPERATIVE, AND CIVICS AND PARTNERSHIPS. THIS WAS LED BY A PANEL OF ATTENDEES WITH BACKGROUND IN THE TOPIC.4) FOOD SYSTEMS FOR THE FUTURE FINANCE DINNER (DECEMBER 3, 2023)ON DECEMBER 3, 2023, SUNNYLANDS PARTNERED WITH FOOD SYSTEMS FOR THE FUTURE AND BOSTON CONSULTING GROUP TO HOST TWENTY LEADERS IN PRIVATE FINANCE, FOOD AND AGRICULTURE EXPERTS, AND SENIOR U.S. AND GLOBAL POLICYMAKERS TO DISCUSS HOW PRIVATE INVESTMENT COULD CATALYZE A JUST AGRIFOOD SYSTEM TRANSITION THAT IS IN LINE WITH HUNGER AND CLIMATE GOALS.5) VIRTUAL WHITE HOUSE FELLOWS TRAINING (DECEMBER 7-8, 2023)ON DECEMBER 7 AND 8, 2023, THE ANNENBERG PUBLIC POLICY CENTER OF THE UNIVERSITY OF PENNSYLVANIA AND SUNNYLANDS' STAFF CONDUCTED CRISIS COMMUNICATION TRAINING FOR THE 2023-2024 CLASS OF WHITE HOUSE FELLOWS. THE TRAINING INVOLVED PRACTICE INTERVIEWS WITH JOURNALISTS, WORKSHOPPING PUBLIC-FACING MISSION STATEMENTS FOR THE FELLOWS' RESPECTIVE AGENCIES AND EXAMINING A REAL-WORLD CASE STUDY IN CRISIS COMMUNICATION. 6) IT'S OUR DEMOCRACY: A CAMPAIGN FOR A MORE PERFECT UNION (JANUARY 12-14, 2024)FROM JANUARY 12 TO 14, 2024, SUNNYLANDS PARTNERED WITH MORE PERFECT TO HOST A RETREAT ENTITLED, IT'S OUR DEMOCRACY: A CAMPAIGN FOR A MORE PERFECT UNION.THIS RETREAT WAS A FOLLOW-UP TO ONE SUNNYLANDS HOSTED IN OCTOBER 2022. WHILE THE AIM OF THE 2022 CONVENING WAS TO STRESS-TEST AND LAUNCH THE CAMPAIGN'S FIVE DEMOCRACY GOALS, THIS SECOND CONVENING BROUGHT TOGETHER MULTIPLE SECTOR AND PHILANTHROPIC LEADERS FROM ACROSS THE POLITICAL SPECTRUM TO IDENTIFY HOW TO ENGAGE AND MOBILIZE INSTITUTIONS AND AMERICANS EN MASSE WITHIN VARIOUS SECTORS (MILITARY AND VETERANS, HIGHER EDUCATION, BUSINESS, AND THE ARTS) TO MAKE PROGRESS ON THE GOALS AROUND UNIVERSAL CIVIC LEARNING, BRIDGING DIVIDES, NATIONAL SERVICE AND VOLUNTEERING, TRUSTED ELECTIONS AND RESPONSIVE GOVERNANCE, AND ACCESS TO TRUSTED NEWS AND INFORMATION.7) INDO-PACIFIC SECURITY DIALOGUE (JANUARY 27-29, 2024)FROM JANUARY 27 TO 29, 2024, IN PALO ALTO, CALIFORNIA, SUNNYLANDS CO-HOSTED THE THIRD ITERATION OF THE INDO-PACIFIC SECURITY DIALOGUE IN PARTNERSHIP WITH THE HOOVER INSTITUTION AT STANFORD UNIVERSITY. PARTICIPANTS IN THIS SPECIAL DIALOGUE FOCUSED ON MARITIME RISKS AND EXCESSIVE AND ILLEGAL TERRITORIAL CLAIMS IN THE INDO-PACIFIC. PARTICIPANTS INCLUDED FORMER AND CURRENT U.S. GOVERNMENT AND MILITARY OFFICIALS FROM THE UNITED STATES, JAPAN, AUSTRALIA, INDIA, THE PHILIPPINES, AND CANADA, AS WELL AS ADDITIONAL SCHOLARS AND EXPERTS FROM THE HOOVER INSTITUTION. PARTICIPANTS FORMED BETTER UNDERSTANDINGS OF EACH NATIONS' STRATEGIC RISK AND PROPOSED NEW IDEAS FOR PARTNERSHIP IN MARITIME DOMAIN AWARENESS AND OTHER AREAS OF COOPERATION. 8) A FRAMEWORK FOR ADDRESSING THE FUTURE OF ARTIFICIAL INTELLIGENCE IN SOCIETY (NOVEMBER 29-30, 2023, AND FEBRUARY 8-10, 2024)SUNNYLANDS, IN PARTNERSHIP WITH THE NATIONAL ACADEMY OF SCIENCES (NAS) AND THE ANNENBERG PUBLIC POLICY CENTER (APPC) AT THE UNIVERSITY OF PENNSYLVANIA, CONVENED AN IN-PERSON RETREAT ON FEBRUARY 8-10, 2024, ABOUT WAYS FOR THE SCIENTIFIC COMMUNITY TO RESPOND TO THE PERILS AND PROMISES OF ARTIFICIAL INTELLIGENCE (AI).BUILDING ON A VIRTUAL RETREAT ON NOVEMBER 29-30, 2023, AND ON A HALF-DOZEN PAPERS COMMISSIONED BY APPC, THE 30 SUNNYLANDS PARTICIPANTS AGREED UPON THE OUTLINE OF A STATEMENT CALLING BOTH FOR CREATION OF AN NAS STRATEGIC COUNCIL TO MONITOR THE FIDELITY OF AI INNOVATION TO SCIENTIFIC NORMS AND FOR CREATION OF DISCIPLINE-SPECIFIC MONITORING STRUCTURES AS WELL.THE TWO-STAGE RETREAT GENERATED THE EDITORIAL, "PROTECTING SCIENTIFIC INTEGRITY IN AN AGE OF GENERATIVE AI," PUBLISHED MAY 21, 2024, IN THE PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES (PNAS), IN WHICH AN INTERDISCIPLINARY GROUP OF EXPERTS URGED THE SCIENTIFIC COMMUNITY TO FOLLOW FIVE PRINCIPLES OF HUMAN ACCOUNTABILITY AND RESPONSIBILITY WHEN USING AI IN RESEARCH.9) U.S.-JAPAN-REPUBLIC OF KOREA TRILATERAL DIALOGUE ON RELATIONS WITH CHINA (FEBRUARY 29-MARCH 2, 2024)PARTNER: ASIA SOCIETY. FROM FEBRUARY 29 TO MARCH 2, SUNNYLANDS CONVENED CHINA SPECIALISTS FROM GOVERNMENT, ACADEMIA, AND THE THINK TANK COMMUNITY FROM THE U.S., JAPAN, AND SOUTH KOREA FOR A TRILATERAL DIALOGUE ON RELATIONS WITH CHINA. WORKING WITH THE ASIA SOCIETY, THIS DIALOGUE EXAMINED EACH NATION'S RELATIONSHIP WITH CHINA WITH THE COMMON GOAL TO BUILD ON THE MOMENTUM OF THE AUGUST 2023 CAMP DAVID SUMMIT.10) USAID LEAD INITIATIVE; TOWARD A LEAD-FREE FUTURE (MARCH 2-3, 2024)LEAD EXPOSURE KILLS 1.6 MILLION PEOPLE AROUND THE WORLD EACH YEAR WHICH IS MORE PEOPLE THAN HIV/AIDS AND MALARIA COMBINED, WITH MOST OCCURRING IN LOW- AND MIDDLE-INCOME COUNTRIES (LMICS). ONE-IN-TWO CHILDREN IN LMICS MAY HAVE ELEVATED LEAD INVESTMENTS - CORPORATE STOCK 133684970 133684970 ALTERNATIVE INVESTMENTS FMV 345723225 345723225 LAND 67315000 0 67315000 BUILDING AND IMPROVEMENTS 101987250 45764380 56222870 FURNITURE AND EQUIPMENT 11454992 8277738 3177254 LEASEHOLD IMPROVEMENTS 985 926 59 CONSTRUCTION IN PROGRESS 3548902 0 3548902 LEGAL SERVICES (GENERAL & TRUST LAW) 101863 0 0 101863 ACCRUED INTEREST AND DIVIDENDS 506968 374169 374169 COPYRIGHTS & TRADEMARKS 73776 70930 70930 RIGHT-OF-USE ASSET (EQUIPMT) 25090 56540 56540 STATIONARY, SUP & POSTAGE 291691 0 55067 236624 ADVERTISING & PROMOTION 114264 0 0 114264 EMPLOYEE TRNG & RECRUITING 85317 0 0 85317 MEMBERSHIPS & SUBSCRIPTIONS 65382 0 0 65382 PROGRAM & SPECIAL EVENTS 1120192 0 0 1120192 COMPUTER EQPT & SOFTWARE 136502 0 0 136502 EQUIPMENT 140261 0 0 140261 INSURANCE 639517 0 0 639517 LICENSES & PERMITS 10789 0 0 10789 GENERAL & ADMIN MISC 219419 0 26690 345107 DIRECT FOREIGN INV #1 0 403103 0 DIRECT FOREIGN INV #2 0 563504 0 DIRECT FOREIGN INV #1/#2 DISTRIB 382126 175780 382126 LIMITED PARTNERSHIPS (OTHER INC/DED) 71295 1195287 71295 TOURS, EDUC PROGRAMS 1302818 1302818 GIFT SHOP & CAFE SALES 0 0 0 ROYALTIES 2466 2466 2466 SALES AND USE TAX REFUND 372 372 NET UNREALIZED GAIN 42692112 DEFERRED TAX LIABILITY 426590 1020010 ADMIN SVS AGRMT LIAB 45831 20101 EQUIPMENT LEASE LIABILITY 25090 56540 INVESTMENT MANAGEMENT 1598589 1598589 1598589 0 IT & SECURITY CONSULTANTS 268181 0 0 268181 CONSULTANTS/PRGM MGMT SVCS 137056 0 0 137056 CAFE SALES GIFT STORE SALES FOREIGN TAX 15880 471107 15880 0 SALES AND USE TAX 0 0 0 5242 CEMETERY ENDOWMENT TAX 800 0 0 0 PERSONAL PROPERTY TAXES 294 0 0 294 REAL ESTATE TAXES 412357 0 0 412357 OTHER TAXES 2106 0 0 2106 NET INV INCOME EXCISE TAX 859574 0 0 19452 UNRELATED BUS INC TAX 61507 0 61507 0