Totals
- Total revenue
- $238,958,217
- Total expenses
- $154,131,742
- Contributions and grants received
- $120,666,538
- Grants paid
- $114,336,517
- Program services expenses (Part IX)
- $122,894,873
- Management and general expenses
- $24,251,867
- Fundraising expenses
- $6,985,002
- Program service expenses (Part III)
- $122,894,873
Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR ANGEL CABRERA
PRESIDENT GA INSTITUTE OF
- Total calculated
- $1,027,572
- From this org
- $0
- From related orgs
- $669,145
- Other
- $358,427
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $623,030 related
- Bonus
- $0
- Other
- $0 + $46,115 related
- Deferred
- $0 + $328,182 related
- Nontaxable benefits
- $0 + $30,245 related
- Filer's total
- $0 + $1,027,572 related
-
GREGORY J OWENS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
THOMAS M HOLDER
VICE CHAIR - CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JAMES R BORDERS
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOSEPH W EVANS
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RODNEY C ADKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL K ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAMELA W ARLOTTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAURIE D BAGLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KELLY H BARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID A BOTTOMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAUL J BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BETSY BULAT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FRANCES L CASHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KARL F DASHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARIO M DE LA GUARDIA JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN M DEEDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES O ETHEREDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS A FANNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID D FLANAGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
D FORT FLOWERS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
J LOUIS FOUTS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHELDON J FOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LARA O HODGSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELAINE H JOHNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER T JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER W KLAUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANDREA L LALIBERTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WONYA Y LUCAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN S MARKWALTER JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN M MCKENNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT A MILTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH A NASH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS E NOONAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHANTAN R PESARU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRADY L RACKLEY III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MAGD M RIAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CARL D RING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FRANCES G ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID P ROWLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICARDO SALGADO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RONDA R SIDES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TERESA M SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT N STARGEL JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FREDERICO M STUBBE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WENDI C STURGIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BENJAMIN J TARBUTTON III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK C TEIXEIRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KAREN C THURMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALAN C WARREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN R WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN A WHITE III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GLENN T WRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
S BRENT ZELNAK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALFREDO TRUJILLO
PRESIDENT & COO
- Total calculated
- $678,624
- From this org
- $624,400
- From related orgs
- $0
- Other
- $54,224
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $456,400
- Bonus
- $150,000
- Other
- $18,000
- Deferred
- $30,500
- Nontaxable benefits
- $23,724
- Filer's total
- $678,624
-
MARK DELORENZO
CFO & SECRETARY
- Total calculated
- $429,235
- From this org
- $374,832
- From related orgs
- $0
- Other
- $54,403
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $309,832
- Bonus
- $65,000
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $23,903
- Filer's total
- $429,235
-
BRIAN PELLEGRINO
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,374,461
- From this org
- $1,343,187
- From related orgs
- $0
- Other
- $31,274
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $603,187
- Bonus
- $740,000
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $774
- Filer's total
- $1,374,461
-
LU YAN
MANAGING DIRECTOR - DIVERSIFYING STRATEGIES
- Total calculated
- $635,645
- From this org
- $591,306
- From related orgs
- $0
- Other
- $44,339
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,603
- Bonus
- $303,703
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $13,839
- Filer's total
- $635,645
-
PATRICK LIU
MANAGING DIRECTOR - PRIVATE INVESTMENTS
- Total calculated
- $553,726
- From this org
- $493,834
- From related orgs
- $0
- Other
- $59,892
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,136
- Bonus
- $250,698
- Other
- $0
- Deferred
- $25,155
- Nontaxable benefits
- $34,737
- Filer's total
- $553,726
-
DWIGHT DOZIER
CHIEF INFORMATION OFFICER
- Total calculated
- $266,712
- From this org
- $228,260
- From related orgs
- $0
- Other
- $38,452
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,260
- Bonus
- $5,000
- Other
- $0
- Deferred
- $23,038
- Nontaxable benefits
- $15,414
- Filer's total
- $266,712
-
ROBERT THOMPSON
PORTFOLIO MANAGER - REAL ESTATE/ENERGY
- Total calculated
- $246,005
- From this org
- $221,635
- From related orgs
- $0
- Other
- $24,370
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,985
- Bonus
- $90,650
- Other
- $0
- Deferred
- $13,369
- Nontaxable benefits
- $11,001
- Filer's total
- $246,005
-
JOHN CRIST
MANAGER - RISK AND ASSET ALLOCATION
- Total calculated
- $259,376
- From this org
- $218,308
- From related orgs
- $0
- Other
- $41,068
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,067
- Bonus
- $89,241
- Other
- $0
- Deferred
- $11,993
- Nontaxable benefits
- $29,075
- Filer's total
- $259,376
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 5a · Pay contingent on this organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES GEORGIA TECH FOUNDATION, INC. PROVIDES REIMBURSEMENT TO ALFREDO TRUJILLO SOCIAL CLUB. THE BUSINESS EXPENSES ARE SUBSTANTIATED. THE DUES ARE ALSO FOR THE BUSINESS EXPENSES AND THE DUES RELATED TO THEIR MEMBERSHIP IN A PAID AND THE PERSONAL USE AMOUNT IS INCLUDED AS COMPENSATION ON FORM W-2.
- PART I, LINE 3
- ESTABLISHMENT OF CEO/EXECUTIVE DIRECTOR COMPENSATION THE COMPENSATION COMMITTEE OF THE GEORGIA TECH FOUNDATION IS CHARGED WITH REVIEWING AND APPROVING COMPENSATION AND BENEFITS PROVIDED BY THE GEORGIA TECH FOUNDATION, INC. THE COMPENSATION COMMITTEE IS COMPOSED OF THE FOUR BOARD OFFICERS OF THE GEORGIA TECH FOUNDATION, WHO ARE NOT COMPENSATED AND ARE NOT RELATED TO INDIVIDUALS WHOSE COMPENSATION IS UNDER REVIEW. THE COMPENSATION COMMITTEE MAY HIRE COMPENSATION CONSULTANTS AND RELIES ON MARKET DATA IN ASSESSING REASONABLENESS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CHIEF OPERATING OFFICER AND THE SENIOR STAFF.
- SCHEDULE J, PART I, LINE 5A & 6A:
- INCENTIVE COMPENSATION BONUSES ARE PAID TO INVESTMENT STAFF IF THE INVESTMENT RETURN EXCEEDS THE TARGET.
- SCHEDULE J, PART I, LINE 7:
- CERTAIN BONUSES ARE PAID TO LEADERSHIP BASED ON DISCRETION OF THE COMPENSATION COMMITTEE.
- SCHEDULE J, PART II:
- SUPPLEMENTAL INFORMATION DR. ANGEL CABRERA IS THE PRESIDENT OF THE GEORGIA INSTITUTE OF TECHNOLOGY. AS PRESIDENT HE SERVES AS AN EX-OFFICIO VOTING TRUSTEE OF THE GEORGIA TECH FOUNDATION. THE GEORGIA INSTITUTE OF TECHNOLOGY, A UNIT OF THE UNIVERSITY SYSTEM OF GEORGIA, PROVIDES COMPENSATION TO DR. CABRERA, AS REPORTED IN SCHEDULE J, PART II. THE BOARD OF REGENTS OF THE UNIVERSITY OF GEORGIA DETERMINES DR. CABRERA'S COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
GEORGIA INSTITUTE OF TECHNOLOGY
$97,218,459
SCHOLARSHIPS, FELLOWSHIPS
-
GEORGIA TECH ATHLETIC ASSOCIATION
$13,500,000
SCHOLARSHIPS
-
GEORGIA TECH ALUMNI ASSOCIATION
$2,789,325
ALUMNI ASSOCIATION
-
$753,733
CONSTRUCTION PROJECT
-
CAPITAL PROJECTS
-
$75,000
SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
GEORGIA TECH FOUNDATION FUNDING CORP
501(C)(3) · FINANCING · GA · controlled entity
Directly controlled by GTF INC
-
GEORGIA TECH FOUND REAL ESTATE HOLDING COMPANY
501(C)(3) · REAL ESTATE · GA · controlled entity
Directly controlled by GTF INC
-
GEORGIA INSTITUTE OF TECHNOLOGY
N/A · EDUCATION · GA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349306949
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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