Nonprofit · EIN 65-6323823
JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION
Also known as ADAMS WALTER F III TTEE
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF (amended) | $14,026,919 | $11,527,145 | $2,499,774 | $198,404,167 | $0 | $198,404,167 |
| December 31, 2023 | 990-PF | $18,535,222 | $11,374,136 | $7,161,086 | $196,766,658 | $0 | $196,766,658 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $6,015,515
- Net gain from sales of assets
- $7,399,982
- Other income
- $611,422
Expenses
- Grants and similar amounts paid
- $10,001,692
- Compensation of officers, directors and key employees
- $893,014
- Disbursements for charitable purposes
- $10,356,754
- Excise tax on investment income
- $179,526
Balance sheet and other
- Total assets, start of year
- $196,766,658
- Total assets, end of year
- $198,404,167
- Total liabilities, end of year
- $0
- Net assets, end of year
- $198,404,167
- Fair market value of assets
- $238,168,554
- Qualifying distributions
- $10,356,754
- Net investment income
- $13,720,805
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENMEDE TRUST CO N A 1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 40 | $613,322 |
| LAWRENCE J MILLER ESQUIRE 2101 NW CORPORATE BLVD SUTE 107, BOCA RATON, FL 33431 | CO-TRUSTEE | 5 | $279,692 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENMEDE TRUST CO N A 1650 MARKET ST STE 1200, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 40 | $561,895 |
| LAWRENCE J MILLER ESQUIRE 2101 NW CORPORATE BLVD SUTE 107, BOCA RATON, FL 33431 | CO-TRUSTEE | 5 | $255,677 |
Address and contacts
- Address (IRS master file)
- 1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103-7311
- In care of
- % PNC BANK
- Signed the 990-PF
- MELISSA BURKE, MANAGING DIRECT
- Phone
- (215) 419-6000
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6323823
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $197,946,329
- Income (IRS master file)
- $54,583,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,026,919 | $11,527,145 | $198,404,167 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $18,535,222 | $11,374,136 | $196,766,658 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-6323823).
Questions about JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION
- What is the EIN of JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION is 65-6323823.
- Is JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $613,322 (GLENMEDE TRUST CO N A, CO-TRUSTEE).
- How much revenue does JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,026,919, expenses of $11,527,145 and total assets of $198,404,167 at year end.
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