Civic Intelligence

The Donald Bren Foundation

EIN 95-4094426 • Newport Beach, CA

PO Box 3090Newport Beach, CA 92658-3090
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.08x

Higher debt load relative to assets than 31% of similar nonprofits.

$250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

2.46x

Higher debt load relative to revenue than 81% of similar nonprofits.

$250M-$1B nonprofits • Source year 2023

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

$250M-$1B nonprofits • Source year 2023

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$250M-$1B nonprofits • Source year 2021

Asset Growth

88th percentile

19%

Faster asset growth than 88% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$332,553,263

Up $71,953,888 (+28%) from 2023

Liabilities

Down

$13,820,707

Down $7,644,322 (-36%) from 2023

Net Assets

Up

$318,732,556

Up $79,598,212 (+33%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin93rd percentile

Revenue

Down

$2,894,806

Down $5,819,999 (-67%) from 2023

Expenses

Up

$10,545,518

Up $7,296,486 (+225%) from 2023

Net Income

Down

-$7,650,712

Down $13,116,485 (-240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2011: $2,172Liabilities 2011: $400,0002011Assets 2012: $969Liabilities 2012: $200,0002012Assets 2013: $115,656,424Liabilities 2013: $463,9372013Assets 2014: $137,455,111Liabilities 2014: $791,5202014Assets 2015: $126,507,633Liabilities 2015: $768,2972015Assets 2019: $163,684,209Liabilities 2019: $53,148,9862019Assets 2020: $196,667,947Liabilities 2020: $46,353,647Net Assets 2020: $150,314,3002020Assets 2021: $257,508,640Liabilities 2021: $37,608,615Net Assets 2021: $219,900,0252021Assets 2022: $218,231,077Liabilities 2022: $28,860,748Net Assets 2022: $189,370,3292022Assets 2023: $260,599,375Liabilities 2023: $21,465,029Net Assets 2023: $239,134,3442023Assets 2024: $332,553,263Liabilities 2024: $13,820,707Net Assets 2024: $318,732,5562024

Highlighted filing

2024

Assets$332,553,263
Liabilities$13,820,707
Net Assets$318,732,556
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2011: $1,677Expenses 2011: $140,923Net Income 2011: -$139,2462011Revenue 2012: $205,550Expenses 2012: $6,753Net Income 2012: $198,7972012Revenue 2013: $97,425,650Expenses 2013: $2,588,711Net Income 2013: $94,836,9392013Revenue 2014: $3,309,258Expenses 2014: $1,059,598Net Income 2014: $2,249,6602014Revenue 2015: $6,676,727Expenses 2015: $15,189,825Net Income 2015: -$8,513,0982015Revenue 2019: $5,242,227Expenses 2019: $3,667,010Net Income 2019: $1,575,2172019Revenue 2020: -$1,305,912Expenses 2020: $2,933,964Net Income 2020: -$4,239,8762020Revenue 2021: $5,868,318Expenses 2021: $2,792,722Net Income 2021: $3,075,5962021Revenue 2022: $5,501,906Expenses 2022: $929,438Net Income 2022: $4,572,4682022Revenue 2023: $8,714,805Expenses 2023: $3,249,032Net Income 2023: $5,465,7732023Revenue 2024: $2,894,806Expenses 2024: $10,545,518Net Income 2024: -$7,650,7122024

Highlighted filing

2024

Revenue$2,894,806
Expenses$10,545,518
Net Income-$7,650,712
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,553,263
Liabilities
$13,820,707
Net assets
$318,732,556
Revenue
$2,894,806
Expenses
$10,545,518
Net income
-$7,650,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$333$13.8$319$2.89$10.5$7.65
2023Detailed filing. Detailed filing data is available for this year.$261$21.5$239$8.71$3.25$5.47
2022Detailed filing. Detailed filing data is available for this year.$218$28.9$189$5.50$0.93$4.57
2021Detailed filing. Detailed filing data is available for this year.$258$37.6$220$5.87$2.79$3.08
2020Detailed filing. Detailed filing data is available for this year.$197$46.4$150$1.31$2.93$4.24
2019Summary only. Only limited summary data is available for this year.$164$53.1$5.24$3.67$1.58
2015Summary only. Only limited summary data is available for this year.$127$0.77$6.68$15.2$8.51
2014Summary only. Only limited summary data is available for this year.$137$0.79$3.31$1.06$2.25
2013Summary only. Only limited summary data is available for this year.$116$0.46$97.4$2.59$94.8
2012Summary only. Only limited summary data is available for this year.$0.00$0.20$0.21$0.01$0.20
2011Summary only. Only limited summary data is available for this year.$0.00$0.40$0.00$0.14$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 8, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BRENPresident/Director-$0--
GINO BIANCHINISecretary/Director-$0--
David RodibaughChief Financial Officer-$0--
Brigitte BrenDirector-$0--
Hunter BrenDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Donald Bren Foundation
EIN
95-4094426
In Care Of
% MICHELLE ADRIAN
Phone
9497203400
Address
PO BOX 3090, NEWPORT BEACH, CA 92658-3090

Signing Officer

Name
David Rodibaugh
Title
CFO
Phone
9497203403
Signed
2025-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE, INDIANAPOLIS, IN 46204-5100
Preparer
Jennifer D Rhoderick
Phone
3176817000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3090
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092658
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHELLE ADRIAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497203403
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD BREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08891871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION. . Description: 42,033 shares Apple Inc . Book value: $993,926.08 . Method used to determine the book value: specific identification . Method used to determine the FMV: JP Morgan bank statements . Date of the contribution: 6/20/2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support the mission of the recipient organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the mission of the recipient organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Hoag Hospital Foundation-Hoag Innovators
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hoover Institute at Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 E CALIFORNIA BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1330 Placentia Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2326 Galvez Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09191871
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0IRVINE RANCH CONSER
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(4)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0COMMON DIRECTOR
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09224139
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014041513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04427509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0337733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01540213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02549563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04427509
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09224139
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04427509
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0389865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOUNDATION POLICIES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1AUDIT LETTER RESPONSE
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2TRADEMARK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03517
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1585
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt24155
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03517
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1585
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt24155
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NPV DISCOUNT AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DOMAIN PRIVACY RENEWAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0288182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2420
OtherIncreasesSchedule/OtherIncreasesDetail/Amt070459108
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17897945
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK/TAX ADJUSTMENT- STOCK CONTRIBUTION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02946678
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED INCOME TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03926057
TaxesSchedule/TaxesDetail/Amt0979382
TaxesSchedule/TaxesDetail/Amt140046
TaxesSchedule/TaxesDetail/CategoryTxt0DEFERRED EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Rodibaugh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09497203403
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONALD BREN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0954094426
ReturnHeader/Filer/InCareOfNm0% MICHELLE ADRIAN
ReturnHeader/Filer/PhoneNum09497203400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3090
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926583090
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462045100
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Rhoderick
ReturnHeader/ReturnTs02025-04-11T15:36:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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