Form 990 for tax year 2023
Filed by AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF TECHNOLOGY INC.
Totals
- Total revenue
- $115,805,997
- Total expenses
- $81,881,326
- Contributions and grants received
- $98,097,580
- Grants paid
- $58,828,783
- Program service revenue
- $0
- Investment income
- $17,708,417
- Other revenue
- $0
- Total assets, end of year
- $731,562,263
- Total liabilities, end of year
- $45,608,249
- Net assets or fund balances, end of year
- $685,954,014
- Program services expenses (Part IX)
- $60,867,576
- Management and general expenses
- $6,802,340
- Fundraising expenses
- $14,211,410
- Program service expenses (Part III)
- $60,867,576
Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$98,097,580
-
1g · Noncash contributions included above
$8,155,878
-
3 · Investment income
total $15,063,442 · unrelated business $329,697 · excluded $14,733,745
-
7a · Gross sales of assets other than inventory
securities $89,810,415
-
7b · Less cost or other basis and sales expenses
securities $87,165,440
-
7c · Gain or loss
securities $2,644,975
-
7d · Net gain or loss
total $2,644,975 · excluded $2,644,975
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,893,001 · program services $1,893,001
-
3 · Grants to foreign organizations and individuals
total $56,935,782 · program services $56,935,782
-
5 · Compensation of officers, directors and key employees
total $2,342,481 · program services $168,477 · management and general $756,983 · fundraising $1,417,021
-
7 · Other salaries and wages
total $8,808,289 · program services $646,529 · management and general $1,765,712 · fundraising $6,396,048
-
8 · Pension plan contributions
total $479,721 · program services $27,069 · management and general $123,002 · fundraising $329,650
-
9 · Other employee benefits
total $1,351,385 · program services $76,254 · management and general $346,500 · fundraising $928,631
-
10 · Payroll taxes
total $398,712 · program services $22,498 · management and general $102,231 · fundraising $273,983
-
11b · Fees: legal
total $182,203 · management and general $182,203
-
11c · Fees: accounting
total $262,375 · management and general $262,375
-
11e · Fees: professional fundraising services
total $330,154 · fundraising $330,154
-
11f · Fees: investment management
total $787,513 · management and general $787,513
-
11g · Fees: other
total $934,343 · management and general $514,544 · fundraising $419,799
-
12 · Advertising and promotion
total $2,033,506 · management and general $51,154 · fundraising $1,982,352
-
13 · Office expenses
total $229,605 · program services $2,812 · management and general $78,045 · fundraising $148,748
-
14 · Information technology
total $555,562 · management and general $555,562
-
16 · Occupancy
total $788,329 · program services $17,179 · management and general $279,772 · fundraising $491,378
-
17 · Travel
total $656,586 · program services $251,174 · management and general $45,060 · fundraising $360,352
-
19 · Conferences, conventions and meetings
total $697,680 · fundraising $697,680
-
20 · Interest
total $535,311 · management and general $262,302 · fundraising $273,009
-
22 · Depreciation, depletion and amortization
total $378,067 · management and general $226,840 · fundraising $151,227
-
23 · Insurance
total $363,755 · management and general $363,755
-
24a · Other expenses: CAMPAIGN EVENT EXPENSES
total $826,801 · program services $826,801
-
24b · Other expenses: EQUIP. RENTAL & MAINT.
total $44,911 · management and general $44,911
-
24e · All other expenses
total $65,254 · management and general $53,876 · fundraising $11,378
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,316,709 · end of year $3,595,961
-
2 · Savings and temporary cash investments
beginning of year $90,625 · end of year $147,563
-
3 · Pledges and grants receivable
beginning of year $22,163,600 · end of year $32,375,450
-
7 · Other notes and loans receivable
beginning of year $33,356,829 · end of year $32,230,618
-
9 · Prepaid expenses and deferred charges
beginning of year $2,830,439 · end of year $2,566,368
-
10a · Land, buildings and equipment: cost or other basis
$17,275,887
-
10b · Land, buildings and equipment: accumulated depreciation
$11,890,747
-
10c · Land, buildings and equipment, net
beginning of year $5,742,119 · end of year $5,385,140
-
11 · Investments: publicly traded securities
beginning of year $269,508,965 · end of year $336,289,563
-
12 · Investments: other securities
beginning of year $220,433,738 · end of year $265,327,230
-
15 · Other assets
beginning of year $46,644,716 · end of year $53,644,370
-
17 · Accounts payable and accrued expenses
beginning of year $4,874,421 · end of year $5,387,462
-
18 · Grants payable
beginning of year $8,996,330 · end of year $8,870,972
-
23 · Secured mortgages and notes payable
beginning of year $11,316,261 · end of year $10,958,210
-
25 · Other liabilities
beginning of year $20,287,728 · end of year $20,391,605
-
27 · Net assets without donor restrictions
beginning of year $22,877,424 · end of year $26,488,002
-
28 · Net assets with donor restrictions
beginning of year $534,735,576 · end of year $659,466,012
Mission and programs · 2023
Mission
SEE SCHEDULE O
Activities or mission (Part I)
THE AMERICAN TECHNION SOCIETY SUPPORTS THE TECHNION'S CRITICAL RESEARCH AND (CONTINUED ON SCH O)
-
THE SHILLMAN FAMILY COMPUTER SCIENCE BUILDING - SEE SCHEDULE O
Expenses $4,625,000 · Grants $4,625,000
-
THE EMERGENCY STUDENT AND SECURITY SUPPORT FUND - SEE SCHEDULE O
Expenses $4,110,638 · Grants $4,110,638
-
THE ZUCKERMAN STEM LEADERSHIP PROGRAM - SEE SCHEDULE O
Expenses $2,907,650 · Grants $2,907,650
-
THE TECHNION IS KNOWN FOR WORLD-LEADING RESEARCH IN A RANGE OF AREAS: AEROSPACE ENGINEERING, BIOTECHNOLOGY, BIOMEDICAL ENGINEERING, CANCER, COMPUTER SCIENCE, ELECTRICAL ENGINEERING, MEDICINE, QUANTUM ENGINEERING, ROBOTICS, SUSTAINABILITY, AND ENERGY/WATER. IN 2024, THE AMERICAN TECHNION SOCIETY PROVIDED FUNDING FOR SUSTAINABLE CATALYSIS RESEARCH AND EQUIPMENT; SUSTAINABLE PROTEIN RESEARCH; IDF RESERVIST SUPPORT; THE JACOBS TECHNION-CORNELL INSTITUTE; THE RAPPAPORT CANCER RESEARCH INSTITUTE; THE UNDERGRADUATE STUDENT VILLAGE; THE CARASSO FOODTECH INNOVATION CENTER; AND MORE. ATS DONORS PROVIDE ONGOING SUPPORT FOR TOP TECHNION PRIORITIES: GRADUATE STUDENT FELLOWSHIPS, UNDERGRADUATE SCHOLARSHIPS, AND AID FOR STUDENTS FROM DISADVANTAGED BACKGROUNDS. THE AMERICAN TECHNION SOCIETY ALSO PROVIDED FUNDING FOR THE JACOBS-TECHNION CORNELL INSTITUTE.
Expenses $49,224,288 · Grants $47,185,495
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark GainesMARK GAINES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Steve BergerSTEVE BERGER
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 5
-
Zahava Bar-NirZAHAVA BAR-NIR
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Scott LeemasterSCOTT LEEMASTER
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Senator Paul B SteinbergSENATOR PAUL B STEINBERG
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Janet Shatz SnyderJANET SHATZ SNYDER
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Nancy AronsonNANCY ARONSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Michael MillerMICHAEL MILLER
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Eli AlmoELI ALMO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Avraham AshkenaziAVRAHAM ASHKENAZI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rosalyn AugustROSALYN AUGUST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth BasseyKENNETH BASSEY
BOARD MEMBER (AS OF 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Ilene BergerILENE BERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark BernsteinMARK BERNSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn BloomKATHRYN BLOOM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert N BrandROBERT N BRAND
BOARD MEMBER (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn CaplovitzMARILYN CAPLOVITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Rubin CohenPAMELA RUBIN COHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joyce CroftJOYCE CROFT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara DahlBARBARA DAHL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James DantoJAMES DANTO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert A DavidowROBERT A DAVIDOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John DavisonJOHN DAVISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cathy DeutchmanCATHY DEUTCHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric DobrusinERIC DOBRUSIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark DornerMARK DORNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George ElbaumGEORGE ELBAUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol B EpsteinCAROL B EPSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan FeigenbaumSUSAN FEIGENBAUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nathan FischelNATHAN FISCHEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nora FischerNORA FISCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura FlugLAURA FLUG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alan FormanALAN FORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven FuldSTEVEN FULD
BOARD MEMBER (AS OF 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Michael GamsonMICHAEL GAMSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sol GlasnerSOL GLASNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Fariba Ghodsian-FischelFARIBA GHODSIAN-FISCHEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Edward R GoldbergEDWARD R GOLDBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Solvin GordonSOLVIN GORDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert HaniseeROBERT HANISEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence S JackierLAWRENCE S JACKIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Judy JonasJUDY JONAS
BOARD MEMBER (THRU 05/24)
- Total calculated
- $0
- Hours/week
- 1
-
Agota KupermanAGOTA KUPERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julee LandauJULEE LANDAU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephen A LaserSTEPHEN A LASER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles E LevinCHARLES E LEVIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kira MakagonKIRA MAKAGON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David MarcusDAVID MARCUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Melanie MorenoMELANIE MORENO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alfred MunzerALFRED MUNZER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Naomi NewmanNAOMI NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael J PierceMICHAEL J PIERCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David A PolakDAVID A POLAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff PolakJEFF POLAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert L PolakROBERT L POLAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bennett RechlerBENNETT RECHLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joel S RothmanJOEL S ROTHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David Lee RonnDAVID LEE RONN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David RosenblattDAVID ROSENBLATT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth RubensteinKENNETH RUBENSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Edwin RuthmanEDWIN RUTHMAN
BOARD MEMBER (AS OF 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Ed SatellED SATELL
BOARD MEMBER (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Joel W SchwartzJOEL W SCHWARTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joan SeidelJOAN SEIDEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan SohnisJONATHAN SOHNIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric SteinERIC STEIN
BOARD MEMBER (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Ira TaubIRA TAUB
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie VanderveerDEBBIE VANDERVEER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael VeloricMICHAEL VELORIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Andi WolfeANDI WOLFE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Steve WishnerSTEVE WISHNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Michael Waxman-LenzMICHAEL WAXMAN-LENZ
CHIEF EXECUTIVE OFFICER
- Total calculated
- $706,076
- From this org
- $660,063
- From related orgs
- $0
- Other
- $46,013
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $613,538
- Bonus
- $39,000
- Other
- $7,525
- Deferred
- $42,733
- Nontaxable benefits
- $3,280
- Filer's total
- $706,076
-
Deborah BerkowitzDEBORAH BERKOWITZ
CHIEF FINANCIAL OFFICER
- Total calculated
- $310,586
- From this org
- $290,366
- From related orgs
- $0
- Other
- $20,220
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,236
- Bonus
- $20,000
- Other
- $23,130
- Deferred
- $16,368
- Nontaxable benefits
- $3,852
- Filer's total
- $310,586
-
David ChivoDAVID CHIVO
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $418,229
- From this org
- $370,353
- From related orgs
- $0
- Other
- $47,876
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $335,894
- Bonus
- $25,000
- Other
- $9,459
- Deferred
- $19,800
- Nontaxable benefits
- $28,076
- Filer's total
- $418,229
-
Maryellen Titani - Exec DirMARYELLEN TITANI - EXEC DIR
CHIEF CAMP OPS. & STEWARDSHIP OFF.
- Total calculated
- $308,726
- From this org
- $262,442
- From related orgs
- $0
- Other
- $46,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,022
- Bonus
- $25,000
- Other
- $420
- Deferred
- $14,816
- Nontaxable benefits
- $31,468
- Filer's total
- $308,726
-
Jeffrey SussmanJEFFREY SUSSMAN
CHIEF COMM. OFFICER (THRU 08/24)
- Total calculated
- $311,818
- From this org
- $299,949
- From related orgs
- $0
- Other
- $11,869
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $297,177
- Bonus
- $0
- Other
- $2,772
- Deferred
- $8,236
- Nontaxable benefits
- $3,633
- Filer's total
- $311,818
-
Kate YarhouseKATE YARHOUSE
CHIEF PEOPLE OFFICER
- Total calculated
- $262,035
- From this org
- $241,936
- From related orgs
- $0
- Other
- $20,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,867
- Bonus
- $20,000
- Other
- $6,069
- Deferred
- $13,383
- Nontaxable benefits
- $6,716
- Filer's total
- $262,035
-
Jerome KleinmanJEROME KLEINMAN
EXECUTIVE DIRECTOR, PRINCIPAL GIFTS
- Total calculated
- $314,952
- From this org
- $278,123
- From related orgs
- $0
- Other
- $36,829
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $272,441
- Bonus
- $0
- Other
- $5,682
- Deferred
- $16,788
- Nontaxable benefits
- $20,041
- Filer's total
- $314,952
-
Judy SagerJUDY SAGER
EXECUTIVE DIR., PLANNED GIVING
- Total calculated
- $320,547
- From this org
- $267,972
- From related orgs
- $0
- Other
- $52,575
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $257,107
- Bonus
- $7,500
- Other
- $3,365
- Deferred
- $16,113
- Nontaxable benefits
- $36,462
- Filer's total
- $320,547
-
Irv ElenbergIRV ELENBERG
REGIONAL SENIOR DIR. OF DEVELOPMENT
- Total calculated
- $283,611
- From this org
- $246,035
- From related orgs
- $0
- Other
- $37,576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,335
- Bonus
- $7,500
- Other
- $1,200
- Deferred
- $14,543
- Nontaxable benefits
- $23,033
- Filer's total
- $283,611
-
Victoria BuderVICTORIA BUDER
EXECUTIVE DIRECTOR, PRINCIPAL GIFTS
- Total calculated
- $299,563
- From this org
- $252,506
- From related orgs
- $0
- Other
- $47,057
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $242,234
- Bonus
- $7,500
- Other
- $2,772
- Deferred
- $15,132
- Nontaxable benefits
- $31,925
- Filer's total
- $299,563
-
Joey SelesnyJOEY SELESNY
REGIONAL SENIOR DIR. OF DEVELOPMENT
- Total calculated
- $280,560
- From this org
- $211,930
- From related orgs
- $0
- Other
- $68,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,964
- Bonus
- $10,000
- Other
- $966
- Deferred
- $13,353
- Nontaxable benefits
- $55,277
- Filer's total
- $280,560
-
Jana Littleton - Former ProjectJANA LITTLETON - FORMER PROJECT
LEAD, ANALYTICS & STRATEGY
- Total calculated
- $218,522
- From this org
- $182,756
- From related orgs
- $0
- Other
- $35,766
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,685
- Bonus
- $0
- Other
- $20,071
- Deferred
- $11,264
- Nontaxable benefits
- $24,502
- Filer's total
- $218,522
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, and on a Form 990-PF Part VIII's — 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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 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 7
- BONUSES WERE PAID OUT DURING THE YEAR THAT CONSTITUTED NON-FIXED PAYMENTS. ALL BONUSES ARE REQUESTED BY SUPERVISORS BASED ON EXTRAORDINARY PERFORMANCE IN THE PAST YEAR, SENIOR LEADERSHIP REVIEWS THE REQUESTS AND A FINAL DECISION IS MADE BY THE CEO.
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
-
JACOBS TECHNION-CORNELL INSTITUTE
$1,889,001
VARIOUS PROJECTS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE RESIDUARY TRUST (1)
T · ANNUITY · FL · 50% owned · share of assets $207,889
-
PERPETUAL TRUST (1)
T · ANNUITY · TX · 100% owned · share of assets $1,630,179
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542199349302254
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.