2025-08-07T20:57:52-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2023-10-01 130434195 AMERICAN SOCIETY FOR TECHNION ISRAEL INSTITUTE OF TECHNOLOGY INC AMER 2124076300 55 EAST 59TH STREET 14TH FLOOR NEW YORK NY 100221710 DEBORAH BERKOWITZ CFO 2124076357 2025-08-07 1 1 DANIEL ROMANO P00504182 2125990100 2023 2025-03-06 01:10:19Z AMERICAN TECHNION SOCIETY MICHAEL WAXMAN-LENZ 55 EAST 59TH STREET 14TH FLOOR NEW YORK NY 100221710 202971437 0 X WWW.ATS.ORG X 1940 NY THE AMERICAN TECHNION SOCIETY SUPPORTS THE TECHNION'S CRITICAL RESEARCH AND (CONTINUED ON SCH O) 67 67 79 279 329697 75919 60038269 98097580 0 0 26360959 17708417 0 0 86399228 115805997 68693234 58828783 0 0 12579915 13380588 310589 330154 14211410 10431576 9341801 92015314 81881326 -5616086 33924671 603087740 731562263 45474740 45608249 557613000 685954014 X SEE SCHEDULE O 0 0 4625000 4625000 0 THE SHILLMAN FAMILY COMPUTER SCIENCE BUILDING - SEE SCHEDULE O 4110638 4110638 0 THE EMERGENCY STUDENT AND SECURITY SUPPORT FUND - SEE SCHEDULE O 2907650 2907650 0 THE ZUCKERMAN STEM LEADERSHIP PROGRAM - SEE SCHEDULE O 49224288 47185495 0 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. 49224288 47185495 0 60867576 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 220 0 1 79 1 1 1 1 IS 0 0 0 1 1 0 0 0 0 0 0 X 67 67 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI X X EDITA LEONARDO 2124076358 55 EAST 59TH STREET 14TH FL NEW YORK NY 10022 MARK GAINES PRESIDENT 5.00 0.00 X X 0 0 0 STEVE BERGER CHAIRMAN OF THE BOARD 5.00 0.00 X X 0 0 0 ZAHAVA BAR-NIR VICE CHAIRMAN 5.00 0.00 X X 0 0 0 SCOTT LEEMASTER VICE CHAIRMAN 5.00 0.00 X X 0 0 0 SENATOR PAUL B STEINBERG TREASURER 5.00 0.00 X X 0 0 0 JANET SHATZ SNYDER ASSISTANT TREASURER 5.00 0.00 X X 0 0 0 NANCY ARONSON SECRETARY 5.00 0.00 X X 0 0 0 MICHAEL MILLER ASSISTANT SECRETARY 5.00 0.00 X X 0 0 0 ELI ALMO BOARD MEMBER 1.00 0.00 X 0 0 0 AVRAHAM ASHKENAZI BOARD MEMBER 1.00 0.00 X 0 0 0 ROSALYN AUGUST BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH BASSEY BOARD MEMBER (AS OF 10/23) 1.00 0.00 X 0 0 0 ILENE BERGER BOARD MEMBER 1.00 0.00 X 0 0 0 MARK BERNSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 KATHRYN BLOOM BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT N BRAND BOARD MEMBER (THRU 10/23) 1.00 0.00 X 0 0 0 MARILYN CAPLOVITZ BOARD MEMBER 1.00 0.00 X 0 0 0 PAMELA RUBIN COHEN BOARD MEMBER 1.00 0.00 X 0 0 0 JOYCE CROFT BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA DAHL BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES DANTO BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT A DAVIDOW BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN DAVISON BOARD MEMBER 1.00 0.00 X 0 0 0 CATHY DEUTCHMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC DOBRUSIN BOARD MEMBER 1.00 0.00 X 0 0 0 MARK DORNER BOARD MEMBER 1.00 0.00 X 0 0 0 GEORGE ELBAUM BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL B EPSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN FEIGENBAUM BOARD MEMBER 1.00 0.00 X 0 0 0 NATHAN FISCHEL BOARD MEMBER 1.00 0.00 X 0 0 0 NORA FISCHER BOARD MEMBER 1.00 0.00 X 0 0 0 LAURA FLUG BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN FORMAN BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN FULD BOARD MEMBER (AS OF 10/23) 1.00 0.00 X 0 0 0 MICHAEL GAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 SOL GLASNER BOARD MEMBER 5.00 0.00 X 0 0 0 FARIBA GHODSIAN-FISCHEL BOARD MEMBER 1.00 0.00 X 0 0 0 EDWARD R GOLDBERG BOARD MEMBER 1.00 0.00 X 0 0 0 SOLVIN GORDON BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT HANISEE BOARD MEMBER 1.00 0.00 X 0 0 0 LAWRENCE S JACKIER BOARD MEMBER 1.00 0.00 X 0 0 0 JUDY JONAS BOARD MEMBER (THRU 05/24) 1.00 0.00 X 0 0 0 AGOTA KUPERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JULEE LANDAU BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN A LASER BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES E LEVIN BOARD MEMBER 1.00 0.00 X 0 0 0 KIRA MAKAGON BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID MARCUS BOARD MEMBER 1.00 0.00 X 0 0 0 MELANIE MORENO BOARD MEMBER 1.00 0.00 X 0 0 0 ALFRED MUNZER BOARD MEMBER 1.00 0.00 X 0 0 0 NAOMI NEWMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL J PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID A POLAK BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF POLAK BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT L POLAK BOARD MEMBER 1.00 0.00 X 0 0 0 BENNETT RECHLER BOARD MEMBER 1.00 0.00 X 0 0 0 JOEL S ROTHMAN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID LEE RONN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID ROSENBLATT BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH RUBENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 EDWIN RUTHMAN BOARD MEMBER (AS OF 10/23) 1.00 0.00 X 0 0 0 ED SATELL BOARD MEMBER (THRU 10/23) 1.00 0.00 X 0 0 0 JOEL W SCHWARTZ BOARD MEMBER 1.00 0.00 X 0 0 0 JOAN SEIDEL BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN SOHNIS BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC STEIN BOARD MEMBER (THRU 10/23) 1.00 0.00 X 0 0 0 IRA TAUB BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE VANDERVEER BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL VELORIC BOARD MEMBER 5.00 0.00 X 0 0 0 ANDI WOLFE BOARD MEMBER 5.00 0.00 X 0 0 0 STEVE WISHNER BOARD MEMBER 5.00 0.00 X 0 0 0 MICHAEL WAXMAN-LENZ CHIEF EXECUTIVE OFFICER 40.00 0.00 X 660063 0 46013 DEBORAH BERKOWITZ CHIEF FINANCIAL OFFICER 40.00 0.00 X 290366 0 20220 DAVID CHIVO CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 370353 0 47876 MARYELLEN TITANI - EXEC DIR CHIEF CAMP OPS. & STEWARDSHIP OFF. 40.00 0.00 X 262442 0 46284 JEFFREY SUSSMAN CHIEF COMM. OFFICER (THRU 08/24) 40.00 0.00 X 299949 0 11869 KATE YARHOUSE CHIEF PEOPLE OFFICER 40.00 0.00 X 241936 0 20099 JEROME KLEINMAN EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 40.00 0.00 X 278123 0 36829 JUDY SAGER EXECUTIVE DIR., PLANNED GIVING 40.00 0.00 X 267972 0 52575 IRV ELENBERG REGIONAL SENIOR DIR. OF DEVELOPMENT 40.00 0.00 X 246035 0 37576 VICTORIA BUDER EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 40.00 0.00 X 252506 0 47057 JOEY SELESNY REGIONAL SENIOR DIR. OF DEVELOPMENT 40.00 0.00 X 211930 0 68630 JANA LITTLETON - FORMER PROJECT LEAD, ANALYTICS & STRATEGY 40.00 0.00 X 182756 0 35766 3564431 0 470794 41 1 1 0 CENTRAL PARK SPEAKERS LLC 1900 GLADES ROAD SUITE 500-71 BOCA RATON FL 33431 SPEAKING ENGAGEMENTS 375000 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE SUITE 250 PORTSMOUTH NH 03801 INVESTMENT 322167 GRANT THORNTON LLP 33570 TREASURY CENTER CHICAGO IL 60694 AUDITOR 247950 ONLINE COMPUTERS & COMMUNICATIONS LLC PO BOX 428 FLORHAM PARK NJ 07932 CONSULTANT 204173 ALLIANCE BERNSTEIN LP PO BOX 7247-7497 PHILADELPHIA PA 19170 INVESTMENT 135481 5 98097580 8155878 98097580 15063442 329697 14733745 89810415 87165440 2644975 2644975 2644975 115805997 0 329697 17378720 1893001 1893001 56935782 56935782 2342481 168477 756983 1417021 8808289 646529 1765712 6396048 479721 27069 123002 329650 1351385 76254 346500 928631 398712 22498 102231 273983 182203 182203 262375 262375 330154 330154 787513 787513 934343 514544 419799 2033506 51154 1982352 229605 2812 78045 148748 555562 555562 788329 17179 279772 491378 656586 251174 45060 360352 697680 697680 535311 262302 273009 378067 226840 151227 363755 363755 CAMPAIGN EVENT EXPENSES 826801 826801 EQUIP. RENTAL & MAINT. 44911 44911 65254 53876 11378 81881326 60867576 6802340 14211410 2316709 3595961 90625 147563 22163600 32375450 33356829 32230618 2830439 2566368 17275887 11890747 5742119 5385140 269508965 336289563 220433738 265327230 46644716 53644370 603087740 731562263 4874421 5387462 8996330 8870972 11316261 10958210 20287728 20391605 45474740 45608249 X 22877424 26488002 534735576 659466012 557613000 685954014 603087740 731562263 X 33924671 80033057 14383286 X 0 1 X 1 0 X 61617923 65971880 75213333 60038269 98097580 360938985 61617923 65971880 75213333 60038269 98097580 360938985 56117515 304821470 9558168 9180840 10452875 9363507 14733745 53289135 19263 0 0 265564 329697 614524 414842644 0.73480 0.75470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 0 4000 341159 1 1 456599080 19752356 90239292 11100000 0 9000000 546490728 409348210 7190966 59954810 10713441 681465 8500000 456599080 466141751 8345872 -48550521 10588892 0 6000000 409348210 400204735 7720807 78689493 12473285 0 7999999 466141751 391616604 15445681 7305596 10075099 0 4088047 400204735 0.00517 0.75270 0.24213 1 0 9801289 5829724 3971565 3089724 1781574 1308150 4384874 4279449 105425 5385140 ALTERNATIVE INVESTMENTS 243506568 F TIME DEPOSITS AND ISRAEL BONDS 21820662 F 265327230 BENEFICIAL INTEREST IN TRUSTS 50830817 LIFE INSURANCE POLICIES 2148802 OTHER RECEIVABLES 664751 53644370 ANNUITY OBLIGATIONS 20391605 20391605 X 209434827 80033057 14383286 94416343 115018484 787513 787513 115805997 81093813 0 81093813 787513 787513 81881326 PART V, LINE 4: ENDOWMENT FUNDS ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE FOLLOWING PROGRAM SERVICE PROJECTS AT THE TECHNION UNIVERSITY: SCHOLARSHIPS, FELLOWSHIPS, EQUIPMENT, LABORATORY, RESEARCH AND RESEARCH CENTER, STUDENT LOANS, AID AND OTHER STUDENT SUPPORT, FACULTY RECRUITMENT AND SUPPORT, PROFESSORIAL CHAIRS, LECTURESHIPS, PRIZES, BOOKS, AND BUILDING AND MAINTENANCE. A PORTION OF THE EARNINGS OF THE ENDOWMENT FUND IS USED TO SUPPORT THE OPERATING COST OF THE ORGANIZATION. PART X, LINE 2: FIN 48 THE SOCIETY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS STANDARD PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE SOCIETY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF SPLIT INTEREST AGREEMENT 14,383,286. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 56935782 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 97899650 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 21769824 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 25994339 0 0 0 0 0 0 202599595 0 202599595 MIDDLE EAST AND NORTH AFRICA SEE PART V 56935782 WIRE 0 1 0 1 0 1 1 1 0 PART I, LINE 2: MONITORING OF FUNDS THE AMERICAN TECHNION SOCIETY'S DONOR RELATIONS AND STEWARDSHIP DEPARTMENT, IN COORDINATION WITH THE SOCIETY'S FUNDRAISERS AND THE TECHNION'S DIVISION OF PUBLIC AFFAIRS AND RESOURCE DEVELOPMENT, WORKS TO ENSURE THAT THE UNIVERSITY MEETS THE REPORTING AND STEWARDSHIP REQUIREMENTS STIPULATED IN DONOR GIFT AGREEMENTS. THESE MAY INCLUDE: FINANCIAL REPORTS ON HOW FUNDS HAVE BEEN EXPENDED; LETTERS FROM RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS; LETTERS FROM ACADEMIC CHAIR HOLDERS; REPORTS ON PROGRAM ACTIVITIES AND STATUS/OUTCOME OF RESEARCH PROJECTS; AND PHOTOS OF ONGOING AND COMPLETED CAPITAL PROJECTS. DONORS WHO SUPPORTED LABORATORIES, DORMITORIES AND OTHER CAPITAL INFRASTRUCTURE PROJECTS ARE ENCOURAGED TO ATTEND DEDICATION CEREMONIES AT THE UNIVERSITY. EVERY THREE YEARS, ATS ENGAGES A LOCAL ACCOUNTING FIRM IN ISRAEL TO PERFORM AN AUDIT OF SELECTED GRANTS TO THE UNIVERSITY TO ENSURE COMPLIANCE WITH GRANT REQUIREMENTS AND DONOR RECOGNITION. THE AUDIT REPORT IS REVIEWED AND APPROVED BY THE ORGANIZATION'S AUDIT COMMITTEE. PART II, LINE 1, COLUMN (D): PURPOSE OF GRANT ALL FOREIGN GRANTS ARE MADE TO THE TECHNION ISRAEL INSTITUTE OF TECHNOLOGY, IN HAIFA, ISRAEL. THE GRANTS SUPPORT VARIOUS UNIVERSITY PROJECTS, SUCH AS: CONSTRUCTION OR MAINTENANCE OF RESEARCH AND LEARNING CENTERS, AUDITORIUMS, STUDENT DORMITORIES, ETC.; PIONEERING WORLD-CLASS RESEARCH PROGRAMS; FACULTY DEVELOPMENT; FELLOWSHIPS; AND SCHOLARSHIPS. PART IV: THE AMERICAN TECHNION SOCIETY (ATS) INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT LIKEWISE, INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, ATS' INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT ATS IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, THEY ARE FILED WITH THE FORM 990-T FILING. X X X X X X 1 FRESH EYES DIGITAL 2821 N SPAULDING AVE CHICAGO IL 60618 LEAD GENERATION 0 0 219506 -219506 SANKY COMMUNICATIONS 599 11TH AVE 6TH FLR NEW YORK NY 10036 DIRECT MAIL 0 0 110648 -110648 330154 -330154 AK AL AR AZ CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY PART I, LINE 2B, COLUMN IV: VARIOUS FUNDRAISERS DISCLOSED ON THE SCHEDULE G REPORT NO RECEIPTS RAISED FROM FUNDRAISING ENDEAVORS; THIS IS A FUNCTION OF THE INSTITUTE NOT DISTINGUISHING AMOUNTS RAISED BY SPECIFIC FUNDRAISER EFFORTS AND NOT BECAUSE THE FUNDRAISERS' SERVICES RAISED NO CONTRIBUTIONS. 1 JACOBS TECHNION-CORNELL INSTITUTE 2 WEST LOOP ROAD NEW YORK NY 10044 464395157 501(C)(3) 1889001 0 VARIOUS PROJECTS 1 0 PART I, LINE 2: GRANTS SENT TO CORNELL UNIVERSITY, FOR THE JACOBS TECHNION CORNELL INSTITUTE (JTCI), REPRESENT FUNDS DONATED TO ATS THAT WERE DESIGNATED TO SUPPORT THE COLLABORATION BETWEEN TECHNION UNIVERSITY AND CORNELL UNIVERSITY ESTABLISHING THE JTCI ON THE CORNELL TECH CAMPUS. JTCI IS A 501(C)(3) ORGANIZATION. THE INSTITUTE OFFERS NONTRADITIONAL ACADEMIC PROGRAMS FOCUSED ON OFFERING A GLOBAL PERSPECTIVE ON TECHNOLOGY TRANSFER, COMMERCIALIZATION AND ENTREPRENEURSHIP. ATS IS COORDINATING WITH JTCI TO RECEIVE REGULAR REPORTS ON THE USAGE OF FUNDS RECEIVED FROM ATS. FOR DONOR ADVISED FUNDS, DONOR SENDS IN A GRANT REQUEST. ATS VERIFIES 501(C)(3) STATUS OF PROPOSED GRANTEE, AND SENDS A FORM REQUESTING DONOR TO CONFIRM THAT GRANT WILL NOT PROVIDE ANY PERSONAL BENEFIT TO HIS OR HER FAMILY. ONCE RECEIVED AND EXEMPT STATUS VERIFIED, APPROVAL OF DONOR ADVISED FUND COMMITTEE IS OBTAINED AND PAYMENT IS PROCESSED FOR THE GRANTEE. ATS SENDS THE PAYMENT WITH A LETTER TO GRANTEE SPECIFYING LIMITATIONS AS TO USE OF THE GRANT, I.E. IT SHOULD NOT PROVIDE ANY PERSONAL BENEFIT TO THE DAF DONOR. X X X 0 0 0 0 0 0 0 1 0 MICHAEL WAXMAN-LENZ CHIEF EXECUTIVE OFFICER 613538 0 39000 0 7525 0 42733 0 3280 0 706076 0 0 0 DAVID CHIVO CHIEF DEVELOPMENT OFFICER 335894 0 25000 0 9459 0 19800 0 28076 0 418229 0 0 0 JUDY SAGER EXECUTIVE DIR., PLANNED GIVING 257107 0 7500 0 3365 0 16113 0 36462 0 320547 0 0 0 JEROME KLEINMAN EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 272441 0 0 0 5682 0 16788 0 20041 0 314952 0 0 0 JEFFREY SUSSMAN CHIEF COMM. OFFICER (THRU 08/24) 297177 0 0 0 2772 0 8236 0 3633 0 311818 0 0 0 DEBORAH BERKOWITZ CHIEF FINANCIAL OFFICER 247236 0 20000 0 23130 0 16368 0 3852 0 310586 0 0 0 MARYELLEN TITANI - EXEC DIR CHIEF CAMP OPS. & STEWARDSHIP OFF. 237022 0 25000 0 420 0 14816 0 31468 0 308726 0 0 0 VICTORIA BUDER EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 242234 0 7500 0 2772 0 15132 0 31925 0 299563 0 0 0 IRV ELENBERG REGIONAL SENIOR DIR. OF DEVELOPMENT 237335 0 7500 0 1200 0 14543 0 23033 0 283611 0 0 0 JOEY SELESNY REGIONAL SENIOR DIR. OF DEVELOPMENT 200964 0 10000 0 966 0 13353 0 55277 0 280560 0 0 0 KATE YARHOUSE CHIEF PEOPLE OFFICER 215867 0 20000 0 6069 0 13383 0 6716 0 262035 0 0 0 JANA LITTLETON - FORMER PROJECT LEAD, ANALYTICS & STRATEGY 162685 0 0 0 20071 0 11264 0 24502 0 218522 0 0 0 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. X 46 7236376 PROCEEDS FROM SALE X 1 919202 PROCEEDS FROM SALE 1 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART I, LINE 1 TECHNOLOGIES TO TRANSFORM THE STATE OF ISRAEL AND DO GOOD AROUND THE WORLD. FORM 990, PART III, LINE 1 THE AMERICAN TECHNION SOCIETY (ATS) HAS BEEN A VITAL PARTNER IN THE TECHNION'S UNPARALLELED GROWTH AND ACHIEVEMENT. AS A LEADING AMERICAN ORGANIZATION SUPPORTING HIGHER EDUCATION IN ISRAEL, THE ATS HAS PIONEERED A LASTING PARTNERSHIP WITH THE CREATORS OF SCIENCE AT TECHNION CITY IN HAIFA. SUPPORTED BY A NETWORK OF DYNAMIC LEADERSHIP AND THOUSANDS OF DEDICATED MEMBERS, THE ATS IS COMMITTED TO THE BELIEF THAT THE FUTURE OF HIGH TECHNOLOGY IN ISRAEL IS AT THE TECHNION. SINCE ITS FOUNDING IN 1940, ATS HAS RAISED MORE THAN $2.9 BILLION FOR THE TECHNION. THE MISSION OF ATS IS TO ENABLE THE TECHNION TO BE AMONG THE WORLD'S LEADING INSTITUTIONS IMPROVING THE WELL-BEING OF ISRAEL AND ALL HUMANITY THROUGH LEADERSHIP IN SCIENCE AND TECHNOLOGY. FORM 990, PART III, LINE 4A THE SHILLMAN FAMILY COMPUTER SCIENCE BUILDING SINCE 2010, THE TOTAL COMPUTER SCIENCE STUDENT POPULATION (UNDERGRADUATE AND GRADUATE) AT THE TECHNION HAS INCREASED FROM ABOUT 1,300 TO ABOUT 2,400 - IN A BUILDING PLANNED FOR 1,500 STUDENTS. THE 7,000 M2 (75,000 SQ. FT.) SHILLMAN FAMILY COMPUTER SCIENCE BUILDING, TO BE DEDICATED TO RESEARCH LABORATORIES AND CLASSROOMS, WILL BE BUILT ADJACENT TO THE HENRY AND MARILYN TAUB AND FAMILY SCIENCE AND TECHNOLOGY CENTER. THE NEW BUILDING WILL ENABLE THE HENRY AND MARILYN TAUB FACULTY OF COMPUTER SCIENCE TO GROW AND CONTINUE AS A LEADER IN WORLD-CLASS RESEARCH AND EDUCATION. MORE THAN 30% OF THE FACULTY'S ACTIVITIES - INCLUDING AI, CYBERSECURITY, AUGMENTED REALITY, DRONE/ROBOTICS RESEARCH, IMAGE PROCESSING, AND MORE - WILL BE PURSUED IN THE NEW BUILDING. FORM 990, PART III, LINE 4B THE EMERGENCY STUDENT AND SECURITY SUPPORT FUND FOLLOWING THE OCTOBER 7, 2023, ATTACKS, THE TECHNION'S MOST IMMEDIATE CONCERN WAS TO ENSURE THE CAMPUS WOULD REMAIN SECURE FOR THE DURATION OF THE CONFLICT. AS ISRAEL FOUGHT TO PROTECT THE LIVES OF ITS CITIZENS, THE TECHNION'S FIRST AND FOREMOST CONCERN WAS THE WELL-BEING OF ITS COMMUNITY. THEREFORE, IN THE IMMEDIATE WAKE OF THE ATTACKS, AND IN RESPONSE TO CAMPUS SECURITY NEEDS, THE UNIVERSITY ESTABLISHED THE EMERGENCY STUDENT AND SECURITY SUPPORT FUND TO ENSURE ITS ABILITY TO PROTECT STUDENTS AND THE ENTIRE CAMPUS COMMUNITY, AS WELL AS THE CAMPUS INFRASTRUCTURE. THE FUND HAS SUPPORTED THE DEPLOYMENT OF EMERGENCY VEHICLES, BOMB SHELTERS, SATELLITE PHONES, AND EMERGENCY RESCUE AND RELIEF CARTS, AMONG NUMEROUS ADDITIONAL MEASURES. FORM 990, PART III, LINE 4C THE ZUCKERMAN STEM LEADERSHIP PROGRAM THE ZUCKERMAN STEM LEADERSHIP PROGRAM SUPPORTS FUTURE GENERATIONS OF LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH IN THE UNITED STATES AND ISRAEL AND, OVER TIME, FOSTERS GREATER COLLABORATION BETWEEN THE WORLD'S MOST ADVANCED SCIENTIFIC RESEARCH CENTERS. THE GOALS OF THE PROGRAM INCLUDE FACILITATING THE RETURN OF TOP ISRAELI SCHOLARS TO ISRAELI INSTITUTIONS, INCLUDING THE TECHNION, ALLOWING THEM TO COMPETE WITH NORTH AMERICAN INSTITUTIONS FOR THE MOST PROMISING CANDIDATES, AND CULTIVATING WORLD-CLASS SCIENTIFIC TALENT. THE PROGRAM ALSO EMPOWERS THE TECHNION, AS WELL AS OTHER LEADING CENTERS IN ISRAEL FOR ADVANCED STEM RESEARCH, BY PROVIDING VITAL TALENT AND RESOURCES NEEDED TO DEVELOP TOP-TIER RESEARCH LABS, PROJECTS, AND PROGRAMS. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY THE BOARD AUTHORIZES THE FINANCE TRANSACTIONS COMMITTEE TO ACT ON ITS BEHALF ON FINANCIAL MATTERS NOT EXCEEDING $2 MILLION AND TO PROVIDE OVERSIGHT AND COORDINATION OF OTHER BOARD FINANCIAL COMMITTEES. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS THE FOLLOWING ARE BOARD MEMBERS WITH BUSINESS OR FAMILY RELATIONSHIPS: DAVID A. POLAK, ROBERT L. POLAK AND JEFF POLAK - FAMILY RELATIONSHIP NATHAN FISCHEL AND FARIBA GHODSIAN-FISCHEL - FAMILY RELATIONSHIP ALAN FORMAN AND JONATHAN SOHNIS - BUSINESS RELATIONSHIP STEVE BERGER AND ILENE BERGER - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 THE FORM 990 IS PREPARED IN CONJUNCTION WITH THE SOCIETY'S EXTERNAL ACCOUNTING FIRM. UPON COMPLETION, THE 990 IS REVIEWED BY THE CFO AND CEO AND A PRESENTATION IS MADE TO THE AUDIT COMMITTEE TO HIGHLIGHT THE 990 INFORMATION PERTINENT TO THAT COMMITTEE'S OVERSIGHT AND GOVERNANCE. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 FOR FILING, THE FINAL 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS, IN EITHER PAPER OR ELECTRONIC FORM, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST POLICY AND DISCLOSURE FORMS ARE DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS, OFFICERS AND MANAGERIAL STAFF. EACH ONE IS REQUIRED TO SIGN AND RETURN THE DISCLOSURE FORM. ATS COUNSEL REVIEWS ANY DISCLOSURES OUT OF THE ORDINARY TO DETERMINE CONFLICT AND REPORTS THESE TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. DIRECTORS AND STAFF WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN DISCUSSIONS AND DECISIONS RELATED TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION FOR TOP MANAGEMENT OFFICIAL AND OTHER KEY EMPLOYEES THE CEO'S COMPENSATION IS DETERMINED BY A COMMITTEE WHICH IS MADE UP OF THE FOLLOWING OFFICERS OF THE BOARD OF DIRECTORS: CHAIRMAN OF THE BOARD; VICE CHAIRMAN OF THE BOARD; AND PRESIDENT OF THE BOARD. FROM TIME TO TIME THE CHAIRMAN OF THE BOARD MAY CHOOSE TO INCLUDE THE HONORARY CHAIRMAN OF THE BOARD AND/OR CHAIRMAN OF THE HR COMMITTEE. THE CEO'S COMPENSATION IS DETERMINED BY CONTRACT AND INCREASES ANNUALLY ACCORDING TO THE TERMS OF THE CONTRACT. FROM TIME TO TIME, THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT FOR COMPARABILITY DATA AND SUBSTANTIATION. THE COMMITTEE THEN SUBSTANTIATES ITS DECISION WITH A MEMORANDUM WHICH IS SIGNED BY THE PRESIDENT. WITH REGARD TO THE OFFICERS AND KEY EMPLOYEES, FROM TIME TO TIME, ATS ENGAGES IN INFORMATION SHARING WITH OTHER NON-PROFITS TO EVALUATE ITS COMPENSATION PACKAGE. IN SOME YEARS ATS IS ABLE TO GATHER THE INFORMATION ANONYMOUSLY. ATS DOES THIS TO CONFIRM THAT ITS SALARIES AND BENEFITS ARE IN LINE WITH THE MARKET. TO ENSURE COMPENSATION REMAINS COMPETITIVE AND ALIGNED WITH INDUSTRY TRENDS, ATS PERIODICALLY ENGAGES A CONSULTANT TO BENCHMARK STAFF SALARIES AND ESTABLISH APPROPRIATE RANGES FOR EACH JOB DESCRIPTION. ATS ALSO REGULARLY REVIEWS SALARY DATA AND APPLIES STANDARD AGING PRACTICES TO REFLECT CURRENT MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC THE SOCIETY'S FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON ITS WEBSITE. COPIES OF THE SOCIETY'S OTHER CORPORATE DOCUMENTS, SUCH AS ITS BYLAWS, ARTICLES OF INCORPORATION AND CONFLICTS OF INTEREST POLICY, ARE PROVIDED UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF SPILT INTEREST AGREEMENTS 14,383,286. CHARITABLE RESIDUARY TRUST (1) ANNUITY FL N/A T 207889 0.50000 0 PERPETUAL TRUST (1) ANNUITY TX N/A T 1630179 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1