2026-05-15T15:07:22-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990PF 2024-07-01 256774871 THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS ANNE 7602022222 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 ALEXA MENDEZ DIR FINANCE/RISK MGMT 7602022222 2026-05-15 1 1 RUSSLEE ARMSTRONG P00288383 2155614200 2024 2025-03-06 01:10:19Z X 745858665 X X 2896020 2896020 2896020 2441674 6716596 6716596 32992418 113045842 34252854 2388575 900605 464535 436070 436070 1700210 6609894 7979931 40466392 50475364 20417192 1424367 37290 37290 1387077 7240232 52101 662038 6534462 2225125 8277 128020 2092057 504137 0 0 533920 166382 62220 62220 143540 2130843 1576002 1576002 554841 1422575 738638 14843 945995 5018982 0 42353 3046667 0 0 3275540 433498 0 4000 444133 26810 0 0 26810 2847811 24163 136905 3103135 26487429 2498691 2663671 19041510 0 0 26487429 2498691 2663671 19041510 13978963 47976673 17753521 4009 4175 4175 44701363 74025184 74025184 1422 1427 1422 1422 185149 189529 189529 132239 326224 326224 289720130 288395700 288395700 189688065 200852743 200852743 190410529 58943440 130264085 131467089 181598350 501639 465338 465338 655198106 695727404 745858665 3586409 2218981 1096651 2216964 4683060 4435945 X 650515046 691291459 650515046 691291459 655198106 695727404 650515046 13978963 26797450 691291459 0 691291459 LT PUBLICLY TRADED SECURITIES/OTHER P 101268115 71966762 29301353 29301353 ST PUBLICLY TRADED SECURITIES/OTHER P 9742026 7353451 2388575 2388575 LT LIMITED PARTNERSHIPS/OTHER P 2035701 205561 1830140 1830140 CAPITAL GAIN DISTRIBUTIONS P 695486 695486 SALES OF FIXED ASSETS P 37300 37300 34252854 2388575 666876 0 666876 0 666876 398144 0 350000 0 748144 0 81268 81268 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 RETIRED 0625 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 LILY ANNENBERG AS OF 0625 2000 AVE OF THE STARS SUITE 1000 LOS ANGELES CA 90067 TRUSTEE 1.00 0 0 0 DAVID J LANE 2000 MASSACHUSETTS AVE NW STE 250 WASHINGTON DC 20036 PRESIDENT 40.00 578989 35645 0 KATHLEEN DOHERTY 2000 MASSACHUSETTS AVE NW STE 250 WASHINGTON DC 20036 CHIEF STRATEGY & RETREATS OFFICER 40.00 339290 25153 0 MICHAEL ELLZEY 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 CHIEF OF ESTATE OPERATIONS 40.00 257088 20185 0 ROBERT BELL 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 CHIEF ADMINISTRATIVE OFFICER 40.00 249000 19141 0 MARISA LUZZATTO 2000 MASSACHUSETTS WASHINGTON DC 20036 DIR-OPERATIONS & PRO 40.00 184933 38338 0 DAVID MONTOYA 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 DIR-FACILITIES, OPS 40.00 176758 33738 0 JEFFREY PHILLIPS 2000 MASSACHUSETTS WASHINGTON DC 20036 DIR-POLICY & INTL PA 40.00 172723 30913 0 ROBERT FALLON 2000 MASSACHUSETTS WASHINGTON DC 20036 DIR-STR POLICY, HEAL 40.00 172578 23068 0 ANNE ROWE 37977 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 DIRECTOR, HERITAGE 40.00 157477 14588 0 57 DW JOHNSTON CONSTRUCTION INC 71650 SAHARA ROAD SUITE 2 RANCHO MIRAGE CA 92270 CONSTRUCTION 2257196 VINTAGE ASSOCIATES INC 78-755 DARBY ROAD BERMUDA DUNES CA 92203 LANDSCAPE CONSTRUCTION 708997 NEPC LLC 9440 W SAHARA LAS VEGAS NV 89117 INV CONSULTING 523659 BESTOR ARCHITECTURE 2030 HYPERION AVE LOS ANGELES CA 90027 CONSTRUCTION 376901 UNTITLED EVENTS 1062 N MENTOR AVE PASADENA CA 91104 CATERING 365347 19 PUBLIC PROGRAMS & EDUCATION(SEE STATEMENT 15) 9086676 RETREATS & OTHER CONVENINGS(SEE STATEMENT 15) 8685239 PUBLIC PROGRAMS ON THE OPEN LAND(SEE STATEMENT 15) 24761 NONE 0 0 397497476 64372911 91692746 553563133 0 0 553563133 8303447 545259686 27262984 X 19041510 0 6490119 25531629 2004-09-21 X 17753521 9376781 5800258 6575483 39506043 15090493 7970264 4930219 5589161 33580137 25531629 21145117 18661168 20847210 86185124 0 0 0 0 0 25531629 21145117 18661168 20847210 86185124 0 0 18175323 16527079 15221493 17452797 67376692 0 0 0 0 X 0 0 TOURS, EDUC PROGRAMS 1370037 14 2896020 14 2441674 18 233147 0 18 32992418 0 GIFT SHOP & CAFE SALES 459420 190384 03 245686 ROYALTIES 15 1037 NET FED/STATE INC TAX BENEFIT 01 26362 CLASS ACTION SETTLEMENTS 01 69627 190384 38905971 1370037 40466392 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 ALSO HAS AN ONSITE CAFE THAT IS AVAILABLE FOR THOSE VISIT 0 0 0 0 0 0 0 0 0 0 AUDITING/TAX SERVICES 166382 62220 62220 143540 LAND 67315000 0.000000000000 0 0 0 BUILDING AND IMPROVEMENTS 102844569 50020650 0.000000000000 0 0 0 FURNITURE AND EQUIPMENT 11873812 8921805 0.000000000000 0 0 0 LEASEHOLD IMPROVEMENTS 985 985 0.000000000000 0 0 0 CONSTRUCTION IN PROGRESS 8376163 0.000000000000 0 0 0 SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART VIII-A ORGANIZATIONAL BACKGROUND AND PERMITTED PROGRAMS:IN 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: PUBLIC PROGRAMS & EDUCATION AT SUNNYLANDS CENTER & GARDENS:THE SUNNYLANDS CENTER & GARDENS WELCOMED 134,277 VISITORS BETWEEN SEPTEMBER 11, 2024, AND JUNE 1, 2025. THE CENTER CLOSES ANNUALLY DURING SUMMER MONTHS DUE TO EXTREME DESERT HEAT. WHILE THE CENTER & GARDENS WAS OPEN, IT WAS FREE TO THE PUBLIC WEDNESDAYS THROUGH SUNDAYS FROM 8:30 AM TO 4 PM. A VARIETY OF FREE PUBLIC PROGRAMS INCLUDING BIRD WALKS AND TOURS, YOGA, AND TAI CHI, AND OTHER MINDFULNESS PROGRAMS WERE OFFERED ON SITE. AUDIO TOURS, A GARDEN GUIDE WEB APP, AND SELF-GUIDED GARDEN ACTIVITIES WERE ALSO AVAILABLE. PUBLIC EXPERIENCES FOR LARGER GROUPS AT THE CENTER & GARDENS INCLUDED FILMS ON THE GREAT LAWN AND A COACHELLA VALLEY-WIDE PROGRAM CELEBRATING THE DAY OF THE DEAD, ENTITLED CV DAYS OF LOS MUERTOS IN FALL 2024. IN MARCH 2025, WE CELEBRATED OUR LIVE WEEKLY MUSIC SERIES ENTITLED MUSIC IN THE GARDENS. ART WORKSHOPS AND EXPERIENCES ARE HELD THROUGHOUT THE SEASON. A FAMILY DAY CELEBRATING EARTH DAY CALLED IN THE GARDENS WAS HELD IN APRIL. THE CENTER & GARDENS PARTNERED WITH PALM SPRINGS MODERNISM WEEK BY PROVIDING SPECIAL ARCHITECTURE AND DESIGN TOURS FOR BOTH ITS OCTOBER 2024 PREVIEW AND ITS ANNUAL EVENTS IN FEBRUARY 2025. DURING THE SEASON, 30,216 PEOPLE PARTICIPATED IN TOURS OF THE HISTORIC HOUSE AND THE HISTORIC ESTATE. THESE TOURS AND WALKS ARE FACILITATED BY PAID GUIDES. THE TOUR GUIDES WERE PART OF A PAID EDUCATIONAL INTERNSHIP BETWEEN SUNNYLANDS AND LOCAL COLLEGE AND TRADE PROGRAMS WHERE STUDENTS CAN RECEIVE INTERNSHIP CREDIT WHILE ACQUIRING JOB EXPERIENCE AS INTERPRETERS FOR THE PUBLIC.HISTORIC HOUSE TOUR 18,378 VISITORSOPEN AIR TOUR 7,382 VISITORSHISTORIC WALK 4,456 VISITORSOUR FEATURED EXHIBITION WAS CURATING CANOPY: TREES AT SUNNYLANDS. A CATALOG WAS PUBLISHED TO EXTEND THE REACH OF THE EXHIBITION THAT CELEBRATED WALTER AND LEONORE ANNENBERG'S HISTORIC ESTATE, THE VISITORS CENTER AND THE HISTORY OF THE TREES IN THOSE SPACES. THIS WAS A PHOTOGRAPHY EXHIBITION PRODUCED BY PHOTOGRAPHER DAVID LOFTUS. IT WILL REMAIN ON DISPLAY UNTIL JUNE 2027. INFORMATION ON THE ARCHITECTURE, DESIGN, ART, HISTORY, AND ENVIRONMENTAL SUSTAINABILITY AT SUNNYLANDS IS PRESENTED ON GRAPHIC PANELS WITH VIDEO COMPONENTS. OTHER INTERPRETIVE ELEMENTS AT THE CENTER HIGHLIGHT THE HISTORY OF SUNNYLANDS IN A 20-MINUTE FILM (A PLACE CALLED SUNNYLANDS) THAT IS PLAYED EVERY HALF HOUR. A CAFE AND GIFT SHOP ENHANCE THE VISITOR EXPERIENCE. IN ADDITION TO ADVERTISING CAMPAIGNS, SUNNYLANDS ACTIVITIES ARE PUBLICIZED WITH A FREE ELECTRONIC NEWSLETTER, BEHIND THE PINK WALL, WHICH IS SENT MONTHLY WHEN SUNNYLANDS IS OPEN TO 18,036 SUBSCRIBERS. PUBLIC EVENTS ARE POSTED ON THE SUNNYLANDS WEBSITE AS WELL AS ON FACEBOOK AND INSTAGRAM, AND DIGITAL FLYERS ARE SENT TO SCHOOLS TO NOTIFY THEM OF FREE PUBLIC PROGRAMS PROVIDED FOR SCHOOLCHILDREN.PART VIII-A, LINE 2: RETREATS AND OTHER CONVENINGS (2024-2025 SEASON):1) QUANTUM DEVELOPMENT MEETING (JULY 28-30, 2024)FROM JULY 28-30, SUNNYLANDS PARTNERED WITH THE U.S. STATE DEPARTMENT AND NATIONAL SECURITY COUNCIL TO HOST THE QUANTUM DEVELOPMENT GROUP KICK-OFF MEETING. WE CONVENED SENIOR DIPLOMATS AND GOVERNMENT SCIENTISTS FROM NINE COUNTRIES FOR INTENSIVE DISCUSSIONS ON COORDINATING QUANTUM INFORMATION SCIENCE POLICIES.2) U.S.-JAPAN-REPUBLIC OF KOREA TRILATERAL DIALOGUE (SEPTEMBER 6-7, 2024)FROM SEPTEMBER 6-7, 2024, SUNNYLANDS LEADERSHIP PARTICIPATED IN THE SECOND U.S.-JAPAN-REPUBLIC OF KOREA TRILATERAL DIALOGUE IN TOKYO, WHICH CONVENED SENIOR OFFICIALS AND EXPERTS TO ADDRESS REGIONAL SECURITY CHALLENGE. THE MEETING ADVANCED COOPERATION AMONG THE THREE NATIONS AND REINFORCED SUNNYLANDS' ROLE IN FOSTERING DIALOGUE THAT PROMOTES STABILITY AND STRATEGIC ALIGNMENT IN THE INDO-PACIFIC.3) AIM FOR SCALE (SEPTEMBER 9-11, 2024)HELD ON SEPTEMBER 9-11, 2024, IN PARTNERSHIP WITH THE AGRICULTURAL INNOVATION MECHANISM FOR SCALING (AIM FOR SCALE), THIS CONVENING FOCUSED ON BUILDING A GLOBAL PARTNERSHIP TO IMPROVE PRODUCTION AND DISSEMINATION OF FARMER-RELEVANT WEATHER SERVICES, WITH A PARTICULAR FOCUS ON THE NEEDS OF SMALLHOLDER FARMERS. THIS CONVENING ULTIMATELY GENERATED $1 BILLION FROM INTERNATIONAL FINANCIAL INSTITUTIONS AND OTHER DONORS IN COMMITMENTS, WHICH WERE ANNOUNCED AT THE UN'S CLIMATE CONFERENCE (COP29) AND ARE CURRENTLY BEING IMPLEMENTED.4) FOOD FINANCE DINNER (SEPTEMBER 23, 2024)HOSTED IN PARTNERSHIP WITH FOOD SYSTEMS FOR THE FUTURE, THIS DINNER, WHICH INCLUDED SENIOR LEADERS IN AGRICULTURE, FINANCE, AND FOOD SYSTEMS, CONTINUED AN ONGOING SERIES OF DISCUSSIONS FOCUSED ON UNLOCKING PRIVATE FINANCE TO TRANSFORM GLOBAL AGRI-FOOD SYSTEMS. 5) PROPONENT LABS (DECEMBER 4-5, 2024)ON DECEMBER 4-5, 2024, SUNNYLANDS HOSTED THE GATES FOUNDATION AND OTHER PHILANTHROPISTS TO DISCUSS PROMISING SOLUTIONS TO KEY GLOBAL HEALTH AND DEVELOPMENT ISSUES.6) INDO-PACIFIC SECURITY DIALOGUE (DECEMBER 8-10, 2024)IN DECEMBER 2024, SUNNYLANDS CO-HOSTED ITS 4TH INDO-PACIFIC SECURITY DIALOGUE (IPSD) WITH THE HOOVER INSTITUTION AT STANFORD UNIVERSITY. THIS EVENT HELD THIS YEAR AT THE HOOVER BROUGHT TOGETHER SENIOR LEADERS AND SCHOLARS TO STRENGTHEN U.S. COLLABORATION WITH ALLIES AND THE PRIVATE SECTOR ON TECHNOLOGY AND THE DEFENSE INDUSTRIAL BASE. 7) DISRUPTIVE GEOPOLITICAL IMPLICATIONS OF ARTIFICIAL INTELLIGENCE (DECEMBER 12-14, 2024)FROM DECEMBER 12-14, 2024, SUNNYLANDS PARTNERED WITH RAND, A NON-PARTISAN RESEARCH ORGANIZATION WITH EXTENSIVE EXPERTISE ON NATIONAL SECURITY CHALLENGES, TO HOST A RETREAT THAT EXPLORED THE POTENTIALLY DISRUPTIVE GEOPOLITICAL IMPLICATIONS OF ARTIFICIAL INTELLIGENCE.THIS DIALOGUE CONVENED A BIPARTISAN GROUP OF SENIOR NATIONAL SECURITY OFFICIALS, TOP TECHNOLOGY EXECUTIVES FROM LARGE AND SMALL AI ORGANIZATIONS, AND LEADERS FROM ACADEMIA AND THINK TANKS TO EXAMINE AI'S POTENTIAL IMPACT ON NATIONAL AND GLOBAL SECURITY.8) LEADING AMERICA'S RENEWAL THROUGH ENTREPRENEURSHIP (JANUARY 30-FEBRUARY 1, 2025)IN PARTNERSHIP WITH RIGHT TO START, A NONPROFIT DEDICATED TO EXPANDING ENTREPRENEURIAL OPPORTUNI INVESTMENTS - CORPORATE STOCK 288395700 288395700 ALTERNATIVE INVESTMENTS FMV 200852743 200852743 LAND 67315000 0 67315000 BUILDING AND IMPROVEMENTS 102844569 50020650 52823919 FURNITURE AND EQUIPMENT 11873812 8921805 2952007 LEASEHOLD IMPROVEMENTS 985 985 0 CONSTRUCTION IN PROGRESS 8376163 0 8376163 LEGAL SERVICES (GENERAL & TRUST LAW) 504137 0 0 533920 ACCRUED INTEREST AND DIVIDENDS 374169 265073 265073 COPYRIGHTS & TRADEMARKS 70930 68083 68083 RIGHT-OF-USE ASSET (EQUIPMT) 56540 132182 132182 TEMPORARY HELP 22949 0 0 22949 STATIONARY, SUPP & POSTAGE 117019 0 47134 69885 RESTORATION/CONSERVATION 30665 0 0 30665 REPAIRS & MAINTENANCE 290008 0 0 341706 RENTALS FOR PROGRAM/OTHER 34110 0 0 34110 RECRUITING 1381 0 0 1381 PROGRAM & SPECIAL EVENTS 1064708 24163 24163 1381082 PAYROLL/HR SERVICES 48187 0 0 48187 MEMBERSHIPS & SUBSCRIPTIONS 48687 0 0 48687 LICENSES & PERMITS 6307 0 0 6307 INSURANCE 664862 0 0 664862 GENERAL & ADMIN MISC 116442 0 65608 50828 EQUIPMENT 134592 0 0 134592 EDUCATION/TRAINING 35119 0 0 35119 COMPUTER EQPT & SOFTWARE 101927 0 0 101927 BANKING FEES 16058 0 0 16058 ADVERTISING & PROMOTION 113905 0 0 113905 ACQUISITIONS-COLLECTIONS 885 0 0 885 LIMITED PARTNERSHIPS (OTHER INC/DED) 0 5642598 5642598 DIRECT FOREIGN INV #1 34784 119638 119638 DIRECT FOREIGN INV #2 33863 612494 612494 DIRECT FOREIGN INV #3 164500 164500 164500 TOURS, EDUC PROGRAMS 1370037 1370037 GIFT SHOP & CAFE SALES 0 0 0 ROYALTIES 1037 1037 1037 NET FED/STATE INC TAX BENEFIT 26362 0 CLASS ACTION SETTLEMENTS 69627 69627 69627 NET UNREALIZED GAIN 26797450 DEFERRED EXCISE TAX LIABILITY 1020010 1392488 ADMIN SVS AGRMT LIAB 20101 7390 EQUIPMENT LEASE LIABILITY 56540 121299 FEDERAL EXCISE TAX PAYABLE 0 153326 INVESTMENT RELATED PAYABLES 0 542461 INVESTMENT MANAGEMENT 1576002 1576002 1576002 0 IT & SECURITY CONSULTANTS 306753 0 0 306753 CONSULTANTS/PRGM MGMT SVCS 248088 0 0 248088 CAFE SALES GIFT STORE SALES FOREIGN TAX 14843 738638 14843 0 SALES AND USE TAX 579 0 0 865 CEMETERY ENDOWMENT TAX 800 0 0 0 PERSONAL PROPERTY TAXES 46 0 0 46 REAL ESTATE TAXES 422601 0 0 422601 OTHER TAXES 2483 0 0 2483 CURRENT/DEFERRED EXCISE TAXES 981223 0 0 520000