I had already designated a gift for the University in my estate, but I looked at the Charitable Remainder Annuity Trust as a win-win. The University gets the money and I get income.

Wendy Beneviste (’73 BS Retailing), who created the Wendy L. Benveniste Faculty Excellence Fund, to benefit SoHE

Tax & Legal Information


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Restated Articles of Incorporation (92 Kb) By-Laws (162 Kb) Form 1023 (Application for Exemption) (136 Kb) IRS Tax Determination Letter (316 Kb) Suggested Language for Wills & Trusts (104 Kb)


2008 Form 990 (3.75 Mb) 2008 Form 990-T (679 Kb) 2007 Form 990 (18.4 Mb) 2007 Form 990-T (2.2 Mb) 2006 Form 990 (2.7 Mb) 2006 Form 990-T (9.5 Mb) 2005 Form 990 (9.0 Mb) 2005 Form 990-T (21.5 Mb) 2004 Form 990 (1.6 Mb) 2003 Form 990 (2.2 Mb)