2026-08-05T05:08:56-05:00 2025-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-10-01 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 2026-08-04 1 0 DANIEL ROMANO P00504182 2125990100 2026-08-03 2024 2025-03-06 01:10:19Z AMERICAN TECHNION SOCIETY MICHAEL WAXMAN-LENZ 55 EAST 59TH STREET 14TH FLOOR NEW YORK NY 100221710 147452311 0 X WWW.ATS.ORG X 1940 NY THE AMERICAN TECHNION SOCIETY SUPPORTS THE TECHNION'S CRITICAL RESEARCH AND (CONTINUED ON SCH O) 64 64 76 253 -282700 0 98097580 90172528 0 0 17708417 32509035 0 0 115805997 122681563 58828783 80551199 0 0 13380588 12925914 330154 408298 13331625 9341801 9323281 81881326 103208692 33924671 19472871 731562263 797563780 45608249 42856483 685954014 754707297 X SEE SCHEDULE O 0 0 9296034 9296034 0 THE ESTHER AND HERBERT HECHT SUSTAINABLE PROTEIN RESEARCH CENTER - SEE SCHEDULE O 4950000 4950000 0 THE HELEN DILLER QUANTUM CENTER - SEE SCHEDULE O 3655432 3655432 0 THE TECHNION RESERVIST FUND 2024 - SEE SCHEDULE O 63997909 62649733 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 2025, THE AMERICAN TECHNION SOCIETY PROVIDED FUNDING FOR THE ZUCKERMAN STEM LEADERSHIP PROGRAM, THE MILLICENT BROADWIN SUPPORT FOR UNDERGRADUATES/GRADUATE STUDENTS, THE MARTIN & GRACE DRUAN ROSMAN HIGH-PERFORMANCE COMPUTING DATA CENTER, RENOVATION OF THE HORACE W. GOLDSMITH BUILDING, CATALYSIS CENTER INFRASTRUCTURE EQUIPMENT, THE TECHNION FUND, FUND FOR THE CENTER FOR HIGH-SPEED FLIGHT, THE EDITH AND RICHARD WITROFSKY MEMORIAL DORMITORY FUND, AND THE UNDERGRADUATE STUDENT VILLAGE. 63997909 62649733 0 81899375 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 1 204 0 1 76 1 1 1 1 IS 0 0 0 1 1 0 0 0 0 0 0 X 64 64 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 JANET SHATZ SNYDER TREASURER 5.00 0.00 X X 0 0 0 MICHAEL VELORIC 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 1.00 0.00 X 0 0 0 ILENE BERGER BOARD MEMBER 1.00 0.00 X 0 0 0 MARC BERNSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 KATHRYN BLOOM 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 1.00 0.00 X 0 0 0 MICHAEL GAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 FARIBA GHODSIAN-FISCHEL BOARD MEMBER 1.00 0.00 X 0 0 0 SOL GLASNER BOARD MEMBER 5.00 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 DAVID KAUFMAN BOARD MEMBER (AS OF 10/2024) 1.00 0.00 X 0 0 0 AGOTA KUPERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JULEE LANDAU BOARD MEMBER (THRU 05/2025) 1.00 0.00 X 0 0 0 STEPHEN A LASER BOARD MEMBER (THRU 12/2024) 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 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 JOEL S ROTHMAN 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 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 (DECEASED 09/2025) 5.00 0.00 X 0 0 0 JONATHAN SOHNIS BOARD MEMBER 1.00 0.00 X 0 0 0 SENATOR PAUL B STEINBERG BOARD MEMBER 5.00 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 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 639107 0 46980 DEBORAH BERKOWITZ CHIEF FINANCIAL OFFICER 40.00 0.00 X 280460 0 21526 JENNY GOLDSTEIN - CHIEF DEVELOPMENT OFFICER (AS OF 07/2025) 40.00 0.00 X 0 0 0 DAVID CHIVO CHIEF DEVELOPMENT OFF.(THRU 10/2024) 40.00 0.00 X 627036 0 49771 MARYELLEN TITANI - EXEC DIR CHIEF CAMP OPS. & STEWARDSHIP OFF. 40.00 0.00 X 247132 0 48439 KATE YARHOUSE CHIEF PEOPLE OFFICER 40.00 0.00 X 242200 0 18441 JEROME KLEINMAN - EXEC DIR PRINCIPAL GIFTS (THRU 12/2024) 40.00 0.00 X 278146 0 36506 JUDY SAGER EXECUTIVE DIR., PLANNED GIVING 40.00 0.00 X 270525 0 55076 IRV ELENBERG REGIONAL SENIOR DIR. OF DEVP. 40.00 0.00 X 252618 0 31766 VICTORIA BUDER EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 40.00 0.00 X 261061 0 49612 PAMELA WOHL - REGIONAL SENIOR DIR. OF DEVP. (THRU 02/2025) 40.00 0.00 X 219620 0 46728 JANA LITTLETON - FORMER PROJECT LEAD, ANALYTICS & STRATEGY 0.00 0.00 X 174502 0 38672 JEFFREY SUSSMAN - FORMER CHIEF COMMUNICATION OFFICER 0.00 0.00 X 202153 0 24035 3694560 0 467552 42 1 1 0 BANDUJO ADVERTISING DESIGN 22 WEST 21ST STREET - 8TH FL NEW YORK NY 10010 ADVERTISING 962922 GROUP GORDON 747 THIRD AVENUE - SUITE 32A NEW YORK NY 10017 PUBLIC RELATIONS 381600 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE SUITE 250 PORTSMOUTH NH 03801 INVESTMENT 352226 GRANT THORNTON LLP 33570 TREASURY CENTER CHICAGO IL 60694 AUDITOR 314235 CENTRAL PARK SPEAKERS LLC 1900 GLADES ROAD SUITE 500-71 BOCA RATON FL 33431 SPEAKING ENGAGEMENTS 285247 13 90172528 2179225 90172528 13943010 -282700 14225710 43336773 24770748 18566025 18566025 18566025 122681563 0 -282700 32791735 776089 776089 79775110 79775110 2086259 124528 771648 1190083 8405724 576430 1703732 6125562 478763 18913 192398 267452 1514815 59841 608751 846223 440353 17396 176962 245995 99881 99881 312470 312470 408298 408298 825937 825937 2202570 561000 1641570 1167060 491650 675410 241627 2901 113618 125108 472196 472196 801290 16354 330917 454019 864324 154650 309010 400664 467662 467662 510295 215132 295163 384627 201392 183235 316316 316316 CAMPAIGN EVENT EXPENSES 377163 377163 EQUIP. RENTAL & MAINT. 49515 49515 BAD DEBTS 14206 14206 216142 210961 5181 103208692 81899375 7977692 13331625 3595961 4083756 147563 428421 32375450 35949164 32230618 31107118 2566368 2958019 17371966 12275374 5385140 5096592 336289563 392068086 265327230 273213667 53644370 52658957 731562263 797563780 5387462 5479080 8870972 7286187 10958210 10411821 20391605 19679395 45608249 42856483 X 26488002 31098983 659466012 723608314 685954014 754707297 731562263 797563780 X 19472871 42832072 6448340 X 0 1 X 1 0 X 65971880 75213333 60038269 98097580 90172528 389493590 65971880 75213333 60038269 98097580 90172528 389493590 43760406 345733184 9180840 10452875 9363507 14733745 13943010 57673977 0 0 265564 329697 0 595261 447762828 32509068 0.77210 0.73480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 0 16516 324643 1 1 546490728 5641214 71116908 12386444 0 8750000 602112406 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 0.00500 0.97500 0.02000 1 0 9801289 6074756 3726533 3089724 1863205 1226519 4480953 4337413 143540 5096592 ALTERNATIVE INVESTMENTS 251439283 F TIME DEPOSITS AND ISRAEL BONDS 21774384 F 273213667 BENEFICIAL INTEREST IN TRUSTS 50327952 LIFE INSURANCE POLICIES 2081222 OTHER RECEIVABLES 249783 52658957 ANNUITY OBLIGATIONS 19679395 19679395 X 171136038 42832072 6448340 49280412 121855626 825937 825937 122681563 102382755 0 102382755 825937 825937 103208692 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 6,448,340. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 79775110 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 92144531 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 21769824 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 30285823 0 0 0 0 0 0 223975288 0 223975288 MIDDLE EAST AND NORTH AFRICA SEE PART V 79775110 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 AB DATA 600 AB DATA DRIVE MILWAUKEE WI 53217 DIGITAL FUNDRAISING 0 0 323664 -323664 FRESH EYES DIGITAL 2821 N SPAULDING AVE CHICAGO IL 60618 LEAD GENERATION 0 0 45000 -45000 SANKY COMMUNICATIONS 599 11TH AVE 6TH FLR NEW YORK NY 10036 DIRECT MAIL 0 0 39634 -39634 408298 -408298 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) 760073 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 1 0 0 0 0 0 0 1 0 MICHAEL WAXMAN-LENZ CHIEF EXECUTIVE OFFICER 631582 0 0 0 7525 0 43700 0 3280 0 686087 0 0 0 DAVID CHIVO CHIEF DEVELOPMENT OFF.(THRU 10/2024) 342326 0 0 0 284710 0 18614 0 31157 0 676807 0 0 0 JUDY SAGER EXECUTIVE DIR., PLANNED GIVING 267324 0 0 0 3201 0 16718 0 38358 0 325601 0 0 0 JEROME KLEINMAN - EXEC DIR PRINCIPAL GIFTS (THRU 12/2024) 272460 0 0 0 5686 0 16788 0 19718 0 314652 0 0 0 VICTORIA BUDER EXECUTIVE DIRECTOR, PRINCIPAL GIFTS 257696 0 0 0 3365 0 16073 0 33539 0 310673 0 0 0 DEBORAH BERKOWITZ CHIEF FINANCIAL OFFICER 256494 0 0 0 23966 0 16927 0 4599 0 301986 0 0 0 MARYELLEN TITANI - EXEC DIR CHIEF CAMP OPS. & STEWARDSHIP OFF. 246502 0 0 0 630 0 15395 0 33044 0 295571 0 0 0 IRV ELENBERG REGIONAL SENIOR DIR. OF DEVP. 250378 0 0 0 2240 0 15109 0 16657 0 284384 0 0 0 PAMELA WOHL - REGIONAL SENIOR DIR. OF DEVP. (THRU 02/2025) 218990 0 0 0 630 0 13758 0 32970 0 266348 0 0 0 KATE YARHOUSE CHIEF PEOPLE OFFICER 239996 0 0 0 2204 0 14392 0 4049 0 260641 0 0 0 JEFFREY SUSSMAN - FORMER CHIEF COMMUNICATION OFFICER 191001 0 0 0 11152 0 10644 0 13391 0 226188 0 0 0 JANA LITTLETON - FORMER PROJECT LEAD, ANALYTICS & STRATEGY 169258 0 5000 0 244 0 10604 0 28068 0 213174 0 0 0 PART I, LINE 4A DAVID CHIVO AND JEFFREY SUSSMAN RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2024 IN THE AMOUNT OF $269,925 AND $7,500, WHICH WAS REPORTED AS TAXABLE COMPENSATION ON THEIR W-2. PART I, LINE 7 A BONUS WAS PAID OUT DURING THE YEAR THAT CONSTITUTED A NON-FIXED PAYMENT. THIS BONUS WAS REQUESTED BY SUPERVISORS BASED ON EXTRAORDINARY PERFORMANCE. SENIOR LEADERSHIP REVIEWED THE REQUEST, AND A FINAL DECISION WAS MADE BY THE CEO. X 45 2179225 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) IS A COMMUNITY OF DREAMERS, INNOVATORS, AND SUPPORTERS UNITED BY ONE MISSION: TRANSFORMING ISRAEL AND THE WORLD THROUGH SCIENCE AND DISCOVERY. SINCE 1940, AMERICANS HAVE CONTRIBUTED MORE THAN $3 BILLION TO THE TECHNION TO BUILD STATE-OF-THE-ART FACILITIES AND DORMITORIES, FUEL REVOLUTIONARY RESEARCH, FUND SCHOLARSHIPS, SUPPORT STUDENT RESERVISTS, AND MORE. TOGETHER, WE'RE NOT JUST FUNDING PROGRESS, WE'RE SHAPING ISRAEL'S FUTURE. FORM 990, PART III, LINE 4A THE ESTHER AND HERBERT HECHT SUSTAINABLE PROTEIN RESEARCH CENTER THE TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY'S ESTHER AND HERBERT HECHT SUSTAINABLE PROTEIN RESEARCH CENTER ADDRESSES THE GLOBAL FOOD CRISIS BY ADVANCING INNOVATIVE, SUSTAINABLE PROTEIN SOLUTIONS. UNITING EXPERTS ACROSS DISCIPLINES, THE CENTER DEVELOPS PLANT-BASED, CULTIVATED, AND FERMENTATION-DERIVED ALTERNATIVES TO ANIMAL PROTEINS, REDUCING ENVIRONMENTAL IMPACT AND IMPROVING NUTRITION. EQUIPPED WITH CUTTING-EDGE LABORATORIES AND PILOT-SCALE FACILITIES, IT ACCELERATES RESEARCH, INDUSTRY COLLABORATION, AND STARTUP INNOVATION. BY TRAINING FUTURE LEADERS AT THE TECHNION AND FOSTERING GLOBAL PARTNERSHIPS, THE CENTER AIMS TO TRANSFORM FOOD SYSTEMS, ENHANCE FOOD SECURITY, AND POSITION THE TECHNION AT THE FOREFRONT OF SUSTAINABLE PROTEIN SCIENCE. FORM 990, PART III, LINE 4B THE HELEN DILLER QUANTUM CENTER THE HELEN DILLER QUANTUM CENTER IS THE TECHNION'S CENTER FOR QUANTUM SCIENCE AND TECHNOLOGY, INCLUDING QUANTUM COMPUTING, COMMUNICATION, SIMULATIONS, SENSORS, AND MATTER. THE CENTER INCORPORATES LABORATORIES IN PHOTONICS, NONLINEAR OPTICS, QUANTUM DOTS, SUPERCONDUCTING QUBITS, AND COLD ATOMS. SIX FACULTIES ARE INVOLVED IN THE CENTER: PHYSICS, ELECTRICAL ENGINEERING, COMPUTER SCIENCE, CHEMISTRY, MATERIALS SCIENCE AND ENGINEERING, AND MECHANICAL ENGINEERING. OVER 50 FACULTY MEMBERS AND MORE THAN 100 GRADUATE STUDENTS, POSTDOCS, AND SCIENTISTS ARE INVOLVED IN THE CENTER'S RESEARCH. THE CENTER SUPPORTS RESEARCH, LAB UPGRADES, FACULTY RECRUITMENT, FELLOWSHIPS, THE PERES-ROSEN DISTINGUISHED LECTURE SERIES, AND OTHER SEMINARS, WORKSHOPS, AND SCHOOLS. FORM 990, PART III, LINE 4C THE TECHNION RESERVIST FUND 2024 THE TECHNION IS PROUD OF STUDENTS WHO PAUSED THEIR STUDIES TO SERVE IN THE IDF, SHOWING EXTRAORDINARY COMMITMENT AND SACRIFICE. AS THEY RETURN, THE UNIVERSITY IS DEDICATED TO EASING THEIR TRANSITION WITH FLEXIBLE POLICIES AND TAILORED ACADEMIC SUPPORT. RECENT CONFLICTS, INCLUDING OPERATION RISING LION, HAVE FURTHER DISRUPTED THEIR STUDIES ESPECIALLY FOR THE CLASS OF 2025, MANY OF WHOM SERVED MULTIPLE TOURS AFTER OCTOBER 7. TODAY, NEARLY 25% OF THE TECHNION'S 3,300 GRADUATE STUDENTS SERVED, WHILE OTHERS WERE ALSO AFFECTED. THROUGH THE TECHNION RESERVIST FUND, FELLOWSHIP EXTENSIONS THROUGH 2028 ARE BEING OFFERED, AND ADDITIONAL SUPPORT IS NEEDED TO ENSURE THESE STUDENTS CAN COMPLETE THEIR DEGREES AND THRIVE. 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 (THE IMMEDIATE PAST TWO CHAIRS); 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. IN 2025, ATS ENGAGED A CONSULTANT TO BENCHMARK ALL OF ATS SALARIES AND SET SALARY RANGES FOR EACH JOB DESCRIPTION. ATS PLANS TO BENCHMARK STAFF SALARIES EVERY TWO YEARS. ATS ALSO REVISITS ANNUALLY SALARIES IN GENERAL AND PERFORMS THE "AGING" PROCESS SO THEY ARE ALIGNED WITH CURRENT ECONOMIC TRENDS. 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 SPLIT INTEREST AGREEMENTS 6,448,340. CHARITABLE RESIDUARY TRUST (1) ANNUITY FL N/A T 219040 0.50000 0 PERPETUAL TRUST (1) ANNUITY TX N/A T 1735246 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1