Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1966.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
83 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
19 people listed on the 990.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Mobilizes financial services professionals to fund and support diverse charitable organizations and programs worldwide through a global grant-making process.
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The MDRT foundation provides grant funding to a diverse range of charitable programs worldwide. Grant awards are determined by a grant application process, foundation policy, or by the board of trustees. All grant recipients must meet eligibility requirements, including operating as a not-for-profit for charitable purposes.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $1.3M | $1.7M |
| InvestmentsLn 11–13 | $26.2M | $30.8M |
| Land, buildings, equipmentLn 10c | $11K | $66 |
| Total assetsLn 16 | $31.3M | $36.5M |
| LiabilitiesLn 26 | $66K | $133K |
| Net assetsLn 32 | $31.3M | $36.4M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $1.3M | $1.3M | ||
| Grants and assistance to foreign recipientsLn 3 | $397K | $397K | ||
| Management feesLn 11a | $100K | $20K | $20K | $60K |
| Investment management feesLn 11f | $124K | $124K | ||
| Other fees for servicesLn 11g | $17K | $17K | ||
| Advertising and promotionLn 12 | $4K | $4K | ||
| Office expensesLn 13 | $25K | $9K | $16K | |
| Information technologyLn 14 | $32K | $32K | ||
| Conferences, conventions and meetingsLn 19 | $21K | $9K | $12K | |
| Depreciation, depletion and amortizationLn 22 | $11K | $11K | ||
| Other expenses (24a–d)Ln 24 | $43K | $7K | $21K | $15K |
| All other expensesLn 24e | $3K | $3K | ||
| Total functional expensesLn 25 | $2.1M | $1.8M | $234K | $117K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $3.3M | $2.6M | $680K | $38.8M | 990 PDF |
| FY2024 | $2.9M | $2.4M | $496K | $37.1M | 990 PDF |
| FY2023 | $2.0M | $2.3M | −$308K | $33.5M | 990 PDF |
| FY2022 | $3.5M | $2.2M | $1.3M | $32.0M | 990 PDF |
| FY2021 Viewing | $4.8M | $2.1M | $2.7M | $36.4M | 990 PDF |
| FY2020 | $1.9M | $2.2M | −$262K | $31.3M | 990 PDF |
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Schedules filed Part IV
See the full FY2021 990 (6 parts)
Part I · Summary $4,845,790 revenue, 12 lines filed
Part VI · Governance 17 of 17 board members independent, 1 to look at
Part VIII · Statement of revenue $4,845,790 across 7 lines filed
Part IX · Statement of functional expenses $2,120,783 across 12 lines filed
Part X · Balance sheet $36,494,105 assets, 14 lines filed
Part XI · Reconciliation of net assets $36,361,019 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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