DFX Intelligence

Data Factory

Annenberg Foundation Trust at Sunnylands

Foundation on the family office graph

Search this name across graphsid dfx:fo:4086c5fe-322c-4707-b917-90f5b57ec788

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 32
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Annenberg Foundation Trust at Sunnylands

Allocator · shared ein

Relationships

Principal of (13)

← Wallis AnnenbergPersonTrustee
factForm 990-PF
← Lauren a BonPersonTrustee
factForm 990-PF
← Gregory WeingartenPersonTrustee
factForm 990-PF
← Charles WeingartenPersonTrustee
factForm 990-PF
← Diane DeshongPersonTrustee
factForm 990-PF
← Leonore DeshongPersonTrustee
factForm 990-PF
← Howard Deshong IIIPersonTrustee
factForm 990-PF
← Elizabeth R KablerPersonTrustee
factForm 990-PF
← Elizabeth K SorensenPersonTrustee
factForm 990-PF
← David J LanePersonPresident
factForm 990-PF
← Kathleen DohertyPersonCSO/CRO
factForm 990-PF
← Michael EllzeyPersonCHIEF OF ESTATE OPERATIONS
factForm 990-PF
← Robert BellPersonCHF ADM OFFICER
factForm 990-PF

Dated events

28 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 30, 2024
Foundation officer left
ROBERT W CARAGHER (CFO & CHF ADM OFFICER (THRU 7/2022)) is no longer on Annenberg Foundation Trust at Sunnylands's 2024-06-30 return
Form 990-PFobserved 7 days ago
Occurred
Jun 30, 2024
Foundation officer left
JANICE LYLE (CENTER DIRECTOR (THRU 7/22)) is no longer on Annenberg Foundation Trust at Sunnylands's 2024-06-30 return
Form 990-PFobserved 7 days ago
Occurred
Jun 30, 2022
Foundation officer joined
MICHAEL ELLZEY (DIR PROPERTY MGMT & DEV) appears on Annenberg Foundation Trust at Sunnylands's 2022-06-30 return
Form 990-PFobserved 7 days ago
Occurred
Jun 30, 2022
Foundation officer joined
ROBERT BELL (CHF ADM OFFICER (BEG 4/22)) appears on Annenberg Foundation Trust at Sunnylands's 2022-06-30 return
Form 990-PFobserved 7 days ago

Show 28 bookkeeping events

Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports HUDSON BAY INTERNATIONAL FUND LTD (was $17.1M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports FIERA GLOBAL EQTY LONG-ONLY FUND LP (was $22.0M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports SPARK CAPITAL VII, LP (was $0.6M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports GCM GROSVENOR ADVANCE FDR FUND LP (was $3.4M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports KLCP DOMESTIC FUND III LP (was $2.1M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports SPARK CAPITAL GROWTH FUND IV LP (was $0.8M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports STAR MTN DIV CREDIT INC III OFF (was $4.8M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports VWH PARTNERS III LP (was $0.5M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports WILLIAM BLAIR EM MKTS GROWTH FD LLC (was $28.4M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports WINDROSE HEALTH INVESTORS VI, LP (was $1.0M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports YORK CREDIT OPP UNIT TRA7SER2014 (was $0.7M) on its 2023-06-30 return
Occurred
Jun 30, 2023
Annenberg Foundation Trust at Sunnylands no longer reports YORK CREDIT OPP UNIT TRCLAU1 (was $0.7M) on its 2023-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports FIERA GLOBAL EQTY LONG-ONLY FUND LP at $22.0M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports GCM GROSVENOR ADVANCE FDR FUND LP at $3.4M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports KLCP DOMESTIC FUND III LP at $2.1M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports SPARK CAPITAL GROWTH FUND IV LP at $0.8M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports SPARK CAPITAL VII, LP at $0.6M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports STAR MTN DIV CREDIT INC III OFF at $4.8M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports VWH PARTNERS III LP at $0.5M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports WILLIAM BLAIR EM MKTS GROWTH FD LLC at $28.4M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports WINDROSE HEALTH INVESTORS VI, LP at $1.0M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports YORK CREDIT OPP UNIT TRA7SER2014 at $0.7M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands first reports YORK CREDIT OPP UNIT TRCLAU1 at $0.7M on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands no longer reports BLACKSTONE PARTNERS OFFSHORE FUND (was $1.0M) on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands no longer reports PERSISTENT EDGE ASIA PARTNERS LTD (was $14.9M) on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands no longer reports STAR MOUNTAIN DIVERSIFIED CREDIT (was $4.3M) on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands no longer reports YORK CREDIT OPPORTUNITIES UNIT TR (was $1.0M) on its 2022-06-30 return
Occurred
Jun 30, 2022
Annenberg Foundation Trust at Sunnylands: HUDSON BAY INTERNATIONAL FUND LTD $10.2M to $17.1M (+67%) year over year

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Wallis Annenberg (TRUSTEE), Lauren a Bon (TRUSTEE), Gregory Weingarten (TRUSTEE), Charles Weingarten (TRUSTEE), Diane Deshong (TRUSTEE), Leonore Deshong (TRUSTEE), Howard Deshong III (TRUSTEE), Elizabeth R Kabler (TRUSTEE), Elizabeth K Sorensen (TRUSTEE), David J Lane (PRESIDENT), Kathleen Doherty (CSO/CRO), Michael Ellzey (CHIEF OF ESTATE OPERATIONS).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:4086c5fe-322c-4707-b917-90f5b57ec788
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Annenberg Foundation Trust at Sunnylands

Foundation on the family office graph

Search this name across graphsid dfx:fo:4086c5fe-322c-4707-b917-90f5b57ec788

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.