2023-05-08T08:40:58-05:00 2022-06-30 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2021-07-01 951684064 AMERICAN JEWISH UNIVERSITY AMER 3104769777 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 ADRIAN BREITFELD VICE PRESIDENT 3104769777 2023-05-04 1 ADRIAN BREITFELD 999009999 LAUREN A HAVERLOCK P00545829 8185771900 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ADRIAN BREITFELD 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 35764302 0 X WWW.AJU.EDU X 1941 CA EDUCATIONAL PROGRAMS TO CHILDREN & ADULTS WITH PROGRAMS BASED ON JEWISH ETHICS & PRINCIPLES. 32 31 482 31 -8164 0 9358041 11489961 4919157 9823138 2099889 8235457 316548 816530 16693635 30365086 1872206 2148587 0 0 11221527 11938311 0 0 1913928 10842604 12086944 23936337 26173842 -7242702 4191244 141817355 125132947 44326462 41401734 97490893 83731213 X AMERICAN JEWISH UNIVERSITY ADVANCES AND ELEVATES THE JEWISH JOURNEY OF INDIVIDUALS, ORGANIZATIONS AND OUR COMMUNITY THROUGH EXCELLENCE IN SCHOLARSHIP, TEACHING, ENGAGED CONVERSATION, AND OUTREACH. AMERICAN JEWISH UNIVERSITY (AJU) IS A THRIVING CENTER OF JEWISH RESOURCES AND TALENT THAT SERVES THE JEWISH COMMUNITY OF THE TWENTYFIRST CENTURY. A PORTAL FOR JEWISH BELONGING, AJU EQUIPS STUDENTS, FACULTY, CAMPERS, AND LEARNERS OF ALL AGES WITH THE TOOLS TO CREATE THE IDEAS, BUILD THE STRUCTURES, AND DEVELOP THE PROGRAMS TO ADVANCE JEWISH WISDOM AND ELEVATE JEWISH LIVING. 0 0 10115300 1878687 2997292 ACADEMIC:- COLLEGE OF ARTS AND SCIENCES: THE COLLEGE HAS TRADITIONALLY PROVIDED A SMALL NUMBER OF STUDENTS WITH AN INTENSIVE INTRODUCTION TO SELECT LIBERAL ARTS MAJORS. THE BOARD OF DIRECTORS VOTED IN OCTOBER 2018 TO SUSPEND ADMISSION TO THE COLLEGE.- NONPROFIT MANAGEMENT PROGRAM (MBA)- CENTER FOR JEWISH EDUCATION - MASTER OF ARTS IN EDUCATION- ZIEGLER SCHOOL OF RABBINIC STUDIES - TRAINING OF CONSERVATIVE RABBIS 749208 0 2763811 CONFERENCE CENTER:THE AMERICAN JEWISH UNIVERSITY CONFERENCE PROGRAM CONSISTS OF TWO CONFERENCE CENTERS; ONE AT THE FAMILIAN CAMPUS AND THE OTHER AT THE BRANDEIS-BARDIN CAMPUS. THE CONFERENCE CENTER AT THE FAMILIAN CAMPUS CAN ACCOMMODATE FACILITATES, CONVENTIONS, SEMINARS AND OTHER EDUCATIONAL AND CULTURAL MEETINGS.THE CONFERENCE CENTER AT THE BRANDEIS-BARDIN CAMPUS IS NATIONALLY RECOGNIZED AS A CENTER DEVOTED TO JEWISH LEARNING AND CULTURE. THIS LOCATION IS EQUIPPED FOR CELEBRATING JEWISH LIFECYCLE EVENTS AND AN IDEAL ENVIRONMENT FOR CREATIVE THINKING AND PRODUCTIVE COLLABORATION. 2366362 0 3257820 CAMP ALONIM:CAMP ALONIM STRIVES TO SPARK A LOVE FOR JEWISH CULTURE, TRADITION, AND COMMUNITY IN OUR CAMPERS BY EXPOSING THEM TO A MULTITUDE OF WAYS TO BE JEWISH. WE SEE EVERY ACTIVITY WE OFFER AS A "GATEWAY"- A MEANS BY WHICH THEY MIGHT ENGAGE WITH BEING JEWISH. JEWISH CAMPING HAS BEEN FOUND TO BE ONE OF THE MOST EFFECTIVE METHODS OF JEWISH EDUCATION, ENSURING A JEWISH IDENTITY IN ADULTHOOD.GAN ALONIM- DESIGNED FOR CHILDREN ENTERING KINDERGARTEN THROUGH 6TH GRADE. IT IS A NURTURING AND LOVING ENVIRONMENT WHERE CHILDREN FEEL FREE TO EXPLORE THEIR WORLD AND BE ADVENTUROUS IN A SAFE SETTING. 1834178 269900 486817 WHIZIN CENTER:WHIZIN CENTER IS DEDICATED TO CREATING PROGRAMS TO EXPAND THE BOUNDS OF INTELLECT, PASSIONS, CREATIVITY, SKILLS, SENSE OF CONNECTION AND COMMUNITY. THROUGH CLASSES, SEMINARS, LECTURES, WORKSHOPS, TOURS, EXCITING GUEST SPEAKERS AND THRILLING PERFORMANCES, THE WHIZIN CENTER OFFERS PROVOCATIVE PROGRAMMING FOR EVERY INTEREST. SERVING OUR COMMUNITY IS OUR MISSION, PASSION AND PRIVILEGE. OUR PROGRAMS ENRICH SO MANY LIVES, MEET SO MANY NEEDS, AND TOUCH SO MANY DIFFERENT COMMUNITIES WITHIN OUR CITY.THE PLATT AND BORSTEIN GALLERIES:PRESENT EXHIBITIONS AND EDUCATIONAL PROGRAMS IN THE VISUAL ARTS. SELECTED JEWISH AND NON JEWISH ARTISTS BRING INSIGHT INTO CURRENT TRENDS AS WELL AS AN HISTORICAL PERSPECTIVE TO COMMUNITY LIFE. THE GALLERIES PROVIDE A VALUABLE AND NECESSARY AESTHETIC COMPONENT TO THE EDUCATIONAL GOALS OF AMERICAN JEWISH UNIVERSITY. SUNDAYS IN THE PARK:SUNDAYS IN THE PARK IS A MONTHLY PROGRAM WHERE THE BRANDEIS-BARDIN CAMPUS IS OPENED TO THE COMMUNITY TO EXPERIENCE ALL OF THE WONDERFUL EDUCATIONAL OPPORTUNITIES WE OFFER. HIGHLIGHTS INCLUDE NATURE PROGRAMMING SUCH AS HIKES AND AQUAPONICS, ANIMAL EDUCATION HIGHLIGHTINGTHE CAMPUS' REPTILES, GOATS, CHICKENS AND FISH, HORSEBACKRIDING, OUTDOOR COOKING, ART, DANCE, SPORTS, CAMPUS TOURS AND MUCH MORE.MIKVEH:THE AJU MIKVEH IS A BATH USED FOR THE PURPOSE OF ACHIEVING RITUAL PURITY IN JUDAISM. THE UNIVERSITY'S MIKVEH OFFERS THE OPPORTUNITIES FOR MONTHLY PURITY VISITS, CONVERSIONS, VISITS PRIOR TO RELIGIOUS CEREMONIES SUCH AS WEDDINGS AND EDUCATIONAL OPPORTUNITIES AROUND THEPURPOSE AND ASPECTS OF THE MIKVEH. 1834178 269900 486817 15065048 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 0 1 1 0 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 98 0 1 482 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ADRIAN BREITFELD 3104769777 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 JEFFREY HERBST PRESIDENT 35.00 1.00 X X 435643 0 22061 ROBERT WEXLER PRESIDENT EMERITUS/PROFESSOR 35.00 X 186236 0 94137 CATHERINE S SCHNEIDER VP OF ADVANCEMENT/CDO 35.00 X 268786 0 1669 ADRIAN BREITFELD BEDER VP OF FINANCE & ADMIN/CFO 35.00 X 247464 0 7314 SHERRE HIRSCH CHIEF INNOVATION OFFICER 35.00 X 86958 0 154894 BRADLEY S ARTSON DEAN OF ZIEGLER SCHOOL 35.00 X 146668 0 77096 DAVID A GROSHOFF PROFESSOR OF BUSINESS AND LAW 35.00 X 205017 0 3226 ADAM R GREENWALD PROGRAM DIRECTOR 35.00 X 97481 0 65197 JUDITH DIANE FELDMAN SR DIRECTOR OF ADVANCEMENT 35.00 X 143298 0 3150 RUSSELL DION DIRECTOR OF FACILITIES 35.00 X 137774 0 1520 RACHEL A LERNER DEAN 35.00 X 136929 0 2086 ROBBIE TROTTEN CHIEF ACADEMIC OFFICER 35.00 X 128883 0 2472 HAROLD MASOR CHAIR 0.50 X X 0 0 0 VIRGINIA MAAS PAST CHAIR 0.50 X X 0 0 0 LAWRENCE PLATT VICE CHAIR 0.50 X X 0 0 0 MELISSA BORDY TREASURER 0.50 X X 0 0 0 DAVID WEINER SECRETARY 0.50 X X 0 0 0 BENJAMIN BRESLAUER BOARD MEMBER 0.50 X 0 0 0 JEROME COHEN BOARD MEMBER 0.50 X 0 0 0 LIANA KADISHA COHN BOARD MEMBER 0.50 X 0 0 0 ABNER GOLDSTINE BOARD MEMBER 0.50 X 0 0 0 LISA HOFHEIMER BOARD MEMBER 0.50 X 0 0 0 KENNETH KAHAN BOARD MEMBER 0.50 X 0 0 0 MARK LAINER BOARD MEMBER 0.50 X 0 0 0 JEFFREY LEVINE BOARD MEMBER 0.50 X 0 0 0 NORM LEVINE BOARD MEMBER 0.50 X 0 0 0 JUSTINE SCHYRER LEWIN BOARD MEMBER 0.50 X 0 0 0 FRANCIS MAAS BOARD MEMBER 0.50 0.50 X 0 0 0 JON MONGARSH BOARD MEMBER 0.50 X 0 0 0 STACY PALBAUM BOARD MEMBER 0.50 X 0 0 0 MURRAY PEPPER BOARD MEMBER 0.50 X 0 0 0 RICK RICHMAN BOARD MEMBER 0.50 X 0 0 0 DENA SCHECHTER BOARD MEMBER 0.50 X 0 0 0 MICHAEL SCHEINBERG BOARD MEMBER 0.50 X 0 0 0 MIKE SCHOENFELD BOARD MEMBER 0.50 X 0 0 0 LEONARD SHAPIRO BOARD MEMBER 0.50 X 0 0 0 ROBBIN STEIF BOARD MEMBER 0.50 X 0 0 0 JEFFREY TRENTON BOARD MEMBER 0.50 X 0 0 0 MIKE VAN WYK BOARD MEMBER 0.50 X 0 0 0 YAIR VARDI BOARD MEMBER 0.50 X 0 0 0 KEENAN WOLENS BOARD MEMBER 0.50 X 0 0 0 RICHARD ZIMAN BOARD MEMBER 0.50 X 0 0 0 MICHEAL ZIERING BOARD MEMBER 0.50 0.50 X 0 0 0 2221137 0 434822 26 1 1 0 ADVANCED CENTRIFUGAL SYSTEMS 81 N ALTADENA DRIVE PASADENA CA 91107 REPAIRS AND ADDITIONS - HVAC 820917 AEGIS SECURITY & INVESTIGATIONS INC 10866 WASHINGTON BLVD CULVER CITY CA 90232 SECURITY 390721 BASE8 INC 12725 VENTURA BLVD SUITE J STUDIO CITY CA 91604 INFORMATION TECHNOLOGY 360117 GENESIS CHARITABLE CONSULTING 39033 PACIFIC HIGHLAND ST PALMDALE CA 93551 CONSULTING 300025 A TEAM SECURITY INC 11454 SAN VINCENTE BLVD 1ST FLOOR LOS ANGELES CA 90049 SECURITY 292815 18 485392 2000000 9004569 356643 11489961 CAMP FEES 611710 3257820 3257820 TUITION 611710 2997292 2997292 CONFERENCE CENTER 611710 2763811 2763811 WHIZIN CENTER INCOME 611710 486817 486817 STUDENT HOUSING 611710 317398 317398 9823138 1020875 1020875 864419 0 864419 864419 -8164 872583 11739770 707438 5172479 60147 6567291 647291 7214582 7214582 78400 485392 166590 -88190 -88190 OTHER INCOME 900099 40301 40301 40301 30365086 9823138 -8164 9060151 269900 269900 1878687 1878687 1655388 613956 764512 276920 119946 119946 8334959 5578182 2087589 669188 1197714 639248 534759 23707 630304 378351 188949 63004 316313 49049 267264 96686 96686 238609 238609 2324822 875547 1036903 412372 228915 191546 36820 549 362121 137862 143121 81138 541457 30016 466830 44611 2453206 397947 2053712 1547 152738 49877 101693 1168 1264903 693885 441636 129382 1424855 1373629 43265 7961 1074347 589352 375104 109891 FOOD SERVICES 727143 680306 38897 7940 EDUCATIONAL ACTIVITY 144506 134762 9744 0 TAXES & LICENSES 76723 12447 64228 48 DUES & SUBSCRIPTIONS 68770 43363 25407 0 590830 327190 179138 84502 26173842 15065048 9194866 1913928 1208694 1869276 711492 775686 4155082 7517237 2165694 2366296 29299 19317 101514 115721 443890 768113 33730064 21597144 33238939 12132920 71124524 50908595 28638227 27783240 0 20876546 141817355 125132947 5235543 4824977 2368185 2506487 36696378 34043914 26356 26356 44326462 41401734 X 15157616 5706066 82333277 78025147 97490893 83731213 141817355 125132947 X 4191244 -17838463 -112461 X 0 1 X 1 1 1 X 6977619 6605781 6755927 9358041 11469961 41167329 6977619 6605781 6755927 9358041 11469961 41167329 4864884 36302445 2295473 2482565 2240483 1473003 1885294 10376818 76819 25033 2574 2872 40301 147599 51691746 48472625 0.70230 0.67460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 76,819. 2018 AMOUNT: $ 25,033. 2019 AMOUNT: $ 2,574. 2020 AMOUNT: $ 2,872. 2021 AMOUNT: $ 40,301. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 26306540 11532 -2386875 744356 23186841 22351878 7650 4623971 676959 26306540 22521050 2784 388952 560908 22351878 22105188 316774 722920 623832 22521050 22193737 46488 513819 648856 22105188 0.00000 0.25000 0.75000 0 0 1375919 1375919 25369065 15799614 9569451 6144197 5797530 346667 840883 840883 12132920 ALTERNATIVE STRATEGIES 17227804 F MUTUAL WATER COMPANY 75000 F INVESTMENT IN ZSRS 10480436 F 27783240 ASSETS HELD FOR SALE 20876546 20876546 LIABILITY UNDER GIFT ANNUITIES 26356 26356 X PART III, LINE 1A: THE UNIVERSITY'S LIBRARY COLLECTION, FINE ART WORKS AND SCULPTURE COLLECTION, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS AND PURCHASES, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES DEACCESSIONING PROCEEDS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: AMERICAN JEWISH UNIVERSITY HOLDS SEVERAL ART PIECES AND SCULPTURES THAT ARE PLACED ALL THROUGHOUT THE UNIVERSITY CAMPUS. THE DISPLAYS OF ART WORK COHERE WITH OUR MISSION FOR SERVING THE COMMUNITY AND PROVIDE A VALUABLE AND NECESSARY AESTHETIC COMPONENT TO THE EDUCATIONAL GOALS OF AMERICAN JEWISH UNIVERSITY. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENTS ARE ESTABLISHED DONOR-RESTRICTED GIFTS FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CORRESPONDING CALIFORNIA PROVISIONS. AS OF JUNE 30, 2022 AND 2021, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY HAS A DOCUMENTED RACIAL NONDISCRIMINATION POLICY IN ITS CATALOGUE AND FINANCIAL AID POLICIES AND ADHERES TO THIS POLICY AT ALL TIMES. THE UNIVERSITY ADVERTISES FROM TIME TO TIME USING NEWSPAPERS AND BROCHURES AND ALWAYS PRINTS ITS RACIAL NONDISCRIMINATION POLICY ON THESE ADVERTISEMENTS. SCHEDULE E, PART I, LINE 6 THE AMERICAN JEWISH UNIVERSITY RECEIVES STUDENT FINANCIAL AID AWARDS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE CALIFORNIA STATE DEPARTMENT OF EDUCATION. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 7742000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 74000 0 0 0 0 0 0 7816000 0 7816000 1 0 1 0 1 0 PART III ACCOUNTING METHOD: PART IV, LINE 1: FORM 926 FOREIGN FILING THE ORGANIZATION DOES NOT OWN 10% OR GREATER TOTAL VOTING POWER OR VALUE OF THE FOREIGN CORPORATIONS AND THEREFORE DOES NOT HAVE A FORM 926 FILING REQUIREMENT. PART IV, LINE 3: FORM 5471 FOREIGN FILING THE ORGANIZATION DOES NOT OWN A 10% OR GREATER INTEREST IN THE FOREIGN CORPORATIONS AND THEREFORE DOES NOT HAVE A FORM 5471 FILING REQUIREMENT. PART IV, LINE 5: FORM 8865 FOREIGN FILING THE ORGANIZATION DOES NOT OWN A 10% OR GREATER INTEREST IN THE FOREIGN PARTNERSHIPS AND THEREFORE DOES NOT HAVE A FORM 8865 FILING REQUIREMENT. ANNUAL GALA 563792 485392 78400 75810 90780 563792 485392 78400 75810 90780 166590 -88190 1 AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY INC 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501(C)(3) 100000 0 EDUCATIONAL ASSISTANCE ADAT ARI EL 12020 BURBANK BOULEVARD VALLEY VILLAGE CA 91607 237366318 501(C)(3) 50000 0 EDUCATIONAL ASSISTANCE JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BLVD SUITE 715 LOS ANGELES CA 90048 951691014 501(C)(3) 10000 0 EDUCATIONAL ASSISTANCE THE SCHECHTER INSTITUTES INC BOX 3566 PO BOX 8500 PHILADEPHIA PA 19178 223342043 501(C)(3) 6800 0 EDUCATIONAL ASSISTANCE 4 0 SCHOLARSHIPS / FINANCIAL AID 83 1878687 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO THE STUDENTS BASED ON DIFFERENT CRITERIA. THE UNIVERSITY FOLLOWS ALL POLICIES AND REGULATIONS OF FEDERAL AID PROGRAMS WHEN IT AWARDS FINANCIAL AID TO STUDENTS. THE UNIVERSITY REQUIRES THE GRANTEE ORGANIZATIONS TO SUBMIT REPORTS TO SUPPORT THE USE OF GRANT FUNDS. SCH I PART II: GRANTS ARE MADE FROM A DONOR-DESIGNATED FUND TO PROMOTE JEWISH EDUCATION AND OTHER CHARITABLE PURPOSES COMPATIBLE WITH THE MISSION OF THE AJU AS DIRECTED BY A PHILANTHROPIC PROGRAM CONSULTANT AND SUBJECT TO AJU'S REVIEW TO DETERMINE THAT THE GRANTS ARE CONSISTENT WITH AJU'S MISSION. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 JEFFREY HERBST PRESIDENT 435643 0 0 0 0 0 0 0 22061 0 457704 0 0 0 ROBERT WEXLER PRESIDENT EMERITUS/PROFESSOR 186236 0 0 0 0 0 0 0 94137 0 280373 0 0 0 CATHERINE S SCHNEIDER VP OF ADVANCEMENT/CDO 268786 0 0 0 0 0 0 0 1669 0 270455 0 0 0 ADRIAN BREITFELD BEDER VP OF FINANCE & ADMIN/CFO 247464 0 0 0 0 0 0 0 7314 0 254778 0 0 0 SHERRE HIRSCH CHIEF INNOVATION OFFICER 86958 0 0 0 0 0 0 0 154894 0 241852 0 0 0 BRADLEY S ARTSON DEAN OF ZIEGLER SCHOOL 146668 0 0 0 0 0 0 0 77096 0 223764 0 0 0 DAVID A GROSHOFF PROFESSOR OF BUSINESS AND LAW 205017 0 0 0 0 0 0 0 3226 0 208243 0 0 0 ADAM R GREENWALD PROGRAM DIRECTOR 97481 0 0 0 0 0 0 0 65197 0 162678 0 0 0 PART I, LINE 1A ROBERT WEXLER, PRESIDENT EMERITUS,BRADLEY ARTSON, VP-ZSRS, SHERRE HIRSCH, CHIEF INNVATION OFFICER AND ADAM GREENWALD, DIRECTOR OF THE MILLER INTRO TO JUDAISM PROGRAM RECEIVED A PARSONAGE ALLOWANCE. PARSONAGE IS EXEMPT FROM TAXABLE WAGES AND IS INCLUDED UNDER THE NONTAXABLE BENEFITS SECTION. PART I, LINE 3 AS OF AUGUST 29, 2017, THE UNIVERSITY ENTERED INTO AN AGREEMENT WITH ROBERT WEXLER, THE FORMER PRESIDENT OF THE UNIVERSITY, TO COMPENSATE HIM FOR STEPPING DOWN FROM HIS POSITION EFFECTIVE JUNE 30, 2018. THE UNIVERSITY WILL MAKE POST-EMPLOYMENT PAYMENTS TO HIM EACH PAY PERIOD BEGINNING JULY 1,2018 AND ENDING JUNE 30, 2021. EACH PAYMENT WILL APPROXIMATE HIS SALARY PLUS BENEFITS. THE UNIVERSITY HAS NO LIABILITY AS OF JUNE 30, 2022 AS IT FULLY SATISFIED THE AGREEMENT AS OF JUNE 30, 2021. ADRIAN BREITFELD OFFICER PERSONAL X 40000 19317 0 1 1 19317 X 3 ESTIMATE X 5 356638 AVERAGE HIGH/LOW QUOTE X INSTRUMENTS 2 2 ESTIMATE 0 0 1 0 PART I, LINE 30B: THE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE INCLUDES THE BOARD CHAIR , PRESIDENT, SECRETARY, TREASURER, VICE-CHAIRS, VICE PRESDIENT OF FINANCE, ADMIN & TECH, AND SELECT BOARD MEMBERS. IN GENERAL, THE EXECUTIVE COMMITTEE SHALL: A. SERVE AS A VEHICLE FOR LONG RANGE PLANNING FOR THE CORPORATION; B. PROVIDE A SOUNDING BOARD AND SOURCE OF COUNSEL FOR THE PRESIDENT; C. ACT ON BEHALF OF THE BOARD ON ALL DAY-TO-DAY FINANCIAL MATTERS; D. UNDER CIRCUMSTANCES WHERE, IN THE DISCRETION OF THE PRESIDENT OR THE CHAIRPERSON, IT IS NOT POSSIBLE OR PRACTICAL TO CONVENE AN IMMEDIATE MEETING OF A QUORUM OF THE BOARD, TO APPROVE EXPENDITURES OR CONTRACTS, OR SERIES OF EXPENDITURES OR CONTRACTS, WHICH, IN THE AGGREGATE, INVOLVE UNBUDGETED EXPENDITURES OF NOT MORE THAN $500,000; FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: FRANCIS S. MAAS AND VIRGINIA MAAS ARE HUSBAND AND WIFE FORM 990, PART VI, SECTION A, LINE 4 AMENDED BYLAWS AS ADOPTED OCTOBER 18, 2021 ADDED ADDITIONAL POWERS, AS FOLLOWS - UNDER CIRCUMSTANCES WHERE, IN THE DISCRETION OF THE PRESIDENT OR THE CHAIRPERSON, IT IS NOT POSSIBLE OR PRACTICAL TO CONVENE AN IMMEDIATE MEETING OF A QUORUM OF THE BOARD OR OF THE EXECUTIVE COMMITTEE, THE PRESIDENT, AND IN THE ABSENCE OF THE PRESIDENT, THE CHAIRPERSON, SHALL HAVE THE POWER TO APPROVE EXPENDITURES OR CONTRACTS, OR SERIES OF EXPENDITURES OR CONTRACTS, WHICH, IN THE AGGREGATE, INVOLVE UNBUDGETED EXPENDITURES OF NOT MORE THAN $100,000. FORM 990, PART VI, SECTION B, LINE 11B CONTROLLER AND CFO REVIEW THE 990 FORM ONCE READY. ALL BOARD MEMBERS RECEIVE ACCESS TO A COPY OF THE 990 BEFORE IT IS FILED. IN ADDITION, THE AUDIT COMMITTEE REVIEWS AND APPROVES THE 990 BEFORE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE OFFICERS/DIRECTORS TO COMPLETE ANNUAL STATEMENTS TO INFORM THE ORGANIZATION OF ANY CONFLICT OF INTERESTS THAT MAY EXIST. THE VICE PRESIDENT MONITORS THE COMPLIANCE OF THE POLICY. THE ADMINISTRATIVE ASSISTANT OF THE PRESIDENT KEEPS TRACK OF ALL ANNUAL STATEMENTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND OFFICERS IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE. INDEPENDENT CONSULTING FIRM PARTICIPATES IN THE EXECUTIVE COMPENSATION COMMITTEE MEETING, PERFORMS RESEARCHES AND PROVIDES RECOMMEDATION TO THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -112,461. AJU BBI HOLDINGS LLC 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 TITLE HOLDING CA 0 10484856 AMERICAN JEWISH UNIVERSITY AJU PEPPERTREE HOLDINGS LLC 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 TITLE HOLDING CA 0 1770000 AMERICAN JEWISH UNIVERSITY JEWISH TELEVISION NETWORK 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 953556298 TO PROVIDE CULTURAL AND EDUCATIONAL INFORMATION TO THE JEWISH COMMUNITY CA 501(C)(3) LINE 7 AMERICAN JEWISH UNIVERSITY 1 UNIVERSITY OF JUDAISM FOUNDATION 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 953637239 TO SUPPORT AMERICAN JEWISH UNIVERSITY CA 501(C)(3) PF AMERICAN JEWISH UNIVERSITY 1 EJ GINDI UNIVERSITY OF JUDAISM FOUNDATION 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 952744661 TO SUPPORT AMERICAN JEWISH UNIVERSITY CA 501(C)(3) LINE 12A, I AMERICAN JEWISH UNIVERSITY 1 THE BRANDEIS-BARDIN INSTITUTE 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 952030208 TO PROVIDE CULTURAL AND EDUCATIONAL INFORMATION TO THE JEWISH COMMUNITY CA 501(C)(3) LINE 10 AMERICAN JEWISH UNIVERSITY 1 ZSRS FUND LLC 15760 VENTURA BLVD SUITE 801 ENCINO CA 91436 202587256 REAL ESTATE INVESTMENTS CA AMERICAN JEWISH UNIVERSITY EXCLUDED 1220444 269063 0 160678 0 1.00000 BRANDEIS MUTUAL WATER CO 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 952565383 WATER FACILITY CA AJU BBI HOLDINGS LLC C 75000 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 ZSRS LLC S 850000 BOOK VALUE SCH R, PART III, COL (I): THE PARTNERSHIP REPORTS DEBT FINANCED RENTAL INCOME FROM PROPERTIES HELD IN BOX 20V OF THE K-1. THE FOOTNOTES TO THE K-1 REPORT THAT QUALIFYING ORGANIZATIONS HAVE A DIFFERENT AMOUNT OF UNRELATED BUSINESS TAXABLE INCOME, WHICH THE ORGANIZATION REPORTS AS UNRELATED BUSINESS INCOME ON THE FORM 990-T.