Nonprofit · EIN 46-4548728
ANNUAL REVIEWS INVESTMENT CORPORATION
Tax-exempt · PALO ALTO, CA 94303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,457,455 | $4,986 | $4,452,469 | $130,212,467 | $0 | $130,212,467 |
| December 31, 2023 | 990 | $3,884,592 | $363,274 | $3,521,318 | $116,286,267 | $0 | $116,286,267 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,457,455
- Net gain from sales of assets
- $1,871,747
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,500
- Program services (functional)
- $486
- Management and general (functional)
- $4,500
Balance sheet and other
- Total assets, start of year
- $116,286,267
- Total assets, end of year
- $130,212,467
- Total liabilities, end of year
- $0
- Net assets, end of year
- $130,212,467
- Net assets without donor restrictions
- $130,212,467
- Gross receipts
- $7,585,708
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2013
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR RICHARD GALLAGHER | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 | $482,863 | $57,328 |
| JONATHAN MICHAEL | TREASURER Officer | 1 | $0 | $286,348 | $66,101 |
| MR PETER F CARPENTER | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR KAREN S COOK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR JOHN BRAUMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SANDRA M FABER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SAMUEL GUBINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR STEVEN E HYMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SABEEHA MERCHANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR RICHARD GALLAGER | EX-OFFICIO DIRECTOR Trustee or director | 1 | $0 | $465,969 | $53,615 |
| DR SAMUEL GUBINS | PRESIDENT/CEO Trustee or director, Officer | 20 | $0 | $328,120 | $78,719 |
| JONATHAN MICHAEL | CFO Officer | 1 | $0 | $277,661 | $64,102 |
| PETER F CARPENTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR JOHN BRAUMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SABEEHA MERCHANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR KAREN S COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SANDRA M FABER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR STEVEN E HYMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10139, PALO ALTO, CA 94303-0139
- Principal officer (990 for 2024)
- MR PETER F CARPENTER, 1875 S GRANT STREET 700, SAN MATEO, CA 94402
- Signed the 990
- JONATHAN MICHAEL, PRESIDENT
- Phone
- (650) 493-4400
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-4548728 or by the name ANNUAL REVIEWS INVESTMENT CORPORATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ANNUAL REVIEWS INVESTMENT CORPORATION HAS BEEN FOUNDED TO SUPPORT ANNUAL REVIEWS IN THE FULFILLMENT OF ITS PURPOSES, THROUGH THE MANAGEMENT AND DISTRIBUTION OF FINANCIAL RESERVES.
Program accomplishments
- ANNUAL REVIEWS INVESTMENT CORPORATION HAS BEEN FOUNDED TO SUPPORT ANNUAL REVIEWS IN THE FULFILLMENT OF ITS PURPOSES, THROUGH THE MANAGEMENT AND DISTRIBUTION OF FINANCIAL RESERVES.Expenses $486
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4548728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U11)
- Assets (IRS master file)
- $130,212,467
- Income (IRS master file)
- $7,585,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,457,455 | $4,986 | $130,212,467 | XML |
| 990 | December 2023 | $3,884,592 | $363,274 | $116,286,267 | XML |
| 990 | December 2022 | $3,486,547 | $329,190 | $98,185,551 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4548728).
Questions about ANNUAL REVIEWS INVESTMENT CORPORATION
- What is the EIN of ANNUAL REVIEWS INVESTMENT CORPORATION?
- The employer identification number (EIN) of ANNUAL REVIEWS INVESTMENT CORPORATION is 46-4548728.
- Is ANNUAL REVIEWS INVESTMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ANNUAL REVIEWS INVESTMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ANNUAL REVIEWS INVESTMENT CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNUAL REVIEWS INVESTMENT CORPORATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNUAL REVIEWS INVESTMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANNUAL REVIEWS INVESTMENT CORPORATION?
- The 990 for the year ended December 31, 2024 names MR PETER F CARPENTER.
- Who are the officers and directors of ANNUAL REVIEWS INVESTMENT CORPORATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does ANNUAL REVIEWS INVESTMENT CORPORATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,457,455, expenses of $4,986 and total assets of $130,212,467 at year end.
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All nonprofits in PALO ALTO · California · Science and technology