AMERICANS FOR BEN-GURION UNIVERSITY INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
AMERICANS FOR BEN-GURION UNIVERSITY INC (EIN 23-7270753)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-08-03
IRS object ID
201712159349300846
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-03T15:58:02-05:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11185 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100362602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237270753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATES BEN-GURIONBusinessNameLine1Txt
Business Name Line2UNIVERSITY OF THE NEGEV INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2126877721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 AVENUE OF THE AMERICAS 19TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA NELSONPersonNm
Person TitleCFOPersonTitleTxt
Phone2126877721PhoneNum
Signature2017-08-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone2123721000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTONI YOUNGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 AVENUE OF THE AMERICAS 19TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$258,321,699GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AABGU.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionAABGU PLAYS A VITAL ROLE IN CREATING A WORLD CLASS UNIVERSITY IN THE ISRAELI DESERT.ActivityOrMissionDesc
Voting Members Governing Body63VotingMembersGoverningBodyCnt
Voting Members Independent62VotingMembersIndependentCnt
Total Employee55TotalEmployeeCnt
Total Volunteers130TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,453,517PYContributionsGrantsAmt
CY Contributions Grants$246,404,632CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,463,735PYInvestmentIncomeAmt
CY Investment Income$9,547,697CYInvestmentIncomeAmt
PY Other Revenue-$82,188PYOtherRevenueAmt
CY Other Revenue-$72,919CYOtherRevenueAmt
PY Total Revenue$45,835,064PYTotalRevenueAmt
CY Total Revenue$255,879,410CYTotalRevenueAmt
PY Grants And Similar Paid$23,228,252PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,789,973CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,780,378PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,603,155CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$30,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$30,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,156,261CYTotalFundraisingExpenseAmt
PY Other Expenses$3,187,818PYOtherExpensesAmt
CY Other Expenses$3,697,603CYOtherExpensesAmt
PY Total Expenses$32,226,448PYTotalExpensesAmt
CY Total Expenses$49,120,731CYTotalExpensesAmt
PY Revenues Less Expenses$13,608,616PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$206,758,679CYRevenuesLessExpensesAmt
Total Assets BOY$228,065,937TotalAssetsBOYAmt
Total Assets EOY$439,788,824TotalAssetsEOYAmt
Total Liabilities BOY$15,681,684TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,160,782TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$212,384,253NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$421,628,042NetAssetsOrFundBalancesEOYAmt
MissionAABGU PLAYS A VITAL ROLE IN SUSTAINING DAVID BEN GURION'S VISION, CREATING A WORLD CLASS INSTITUTION OF EDUCATION AND RESEARCH IN THE ISRAELI DESERT, NURTURING THE NEGEV COMMUNITY AND SHARING THE UNIVERSITY'S EXPERTISE LOCALLY AND AROUND THE GLOBE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$39,633,608ExpenseAmt
Grant$39,633,608GrantAmt
DescSUPPORT FOR BEN-GURION UNIVERSITY INCLUDED GRANTS FOR ACADEMIC RESEARCH, HONORS PROGRAMS, SCHOLARSHIPS, BUILDINGS (INCLUDING DORMITORIES AND RESEARCH FACILITIES), EQUIPMENT AND OTHER CAPITAL PROJECTS, COMMUNITY OUTREACH EFFORTS AND SPECIFIC PROGRAMS AT THE UNIVERSITY'S MEDICAL SCHOOL, BUSINESS SCHOOL, AND INSTITUTES FOR DESERT RESEARCH AND WATER RESEARCH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$570,821ExpenseAmt
Grant$156,365GrantAmt
DescAABGU'S OVERSEAS STUDENT PROGRAM RECRUITS STUDENTS FROM THE U.S. TO STUDY AT BEN-GURION UNIVERSITY IN ISRAEL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$50,247ExpenseAmt
DescTHE AABGU ZIN FELLOWS LEADERSHIP DEVELOPMENT PROGRAM IS A TWO-YEAR PROGRAM, INCORPORATING TWO IN-PERSON GATHERINGS IN THE UNITED STATES FOLLOWED BY A TRIP TO ISRAEL. EACH ZIN FELLOWS CLASS CONSISTS OF 15 TO 20 OUTSTANDING INDIVIDUALS, AGES 35 TO 50, CURRENT AND FUTURE COMMUNITY LEADERS FROM ACROSS THE UNITED STATES, WHO ARE INTERESTED IN A NEW AND UNIQUE OPPORTUNITY TO BE ENGAGED IN THE FUTURE OF ISRAEL THROUGH THEIR CONNECTION TO THE NEGEV REGION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$40,254,676TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee55EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members63GoverningBodyVotingMembersCnt
Independent Voting Member62IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference Chapters0PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIA A NELSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6464523690PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 AVENUE OF THE AMERICAS 19TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (92 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ZVI ALON
PAST PRESIDENT1.00Yes (X)$0$0$0
ROBERT ARNOW
PAST PRESIDENT1.00Yes (X)$0$0$0
JOSHUA ARNOW
DIRECTOR1.00Yes (X)$0$0$0
ARNOLD BENGIS
DIRECTOR1.00Yes (X)$0$0$0
DAVA BERKMAN FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
RICHARD BERNSTEIN
DIRECTOR (THRU 9/26/16)1.00Yes (X)$0$0$0
JACK R BERSHAD
DIRECTOR1.00Yes (X)$0$0$0
MARTIN BLACKMAN THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
JAMES BRESLAUER
DIRECTOR1.00Yes (X)$0$0$0
DAVID BRESLAUER FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
SYLVIA BRODSKY FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
RIVA COLLINS FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
ROBERT COLTON
DIRECTOR1.00Yes (X)$0$0$0
JACOB DAYAN
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
ROCHELLE ETINGIN
DIRECTOR1.00Yes (X)$0$0$0
ANTHONY FELZEN
DIRECTOR1.00Yes (X)$0$0$0
STEVEN FINKELMAN
DIRECTOR1.00Yes (X)$0$0$0
STEWART FLINK
DIRECTOR1.00Yes (X)$0$0$0
RUTH FLINKMAN-MARANDY
VICE PRESIDENT (THRU 9/26/16)1.00Yes (X)$0$0$0Yes (X)
DEBORAH FOX
DIRECTOR1.00Yes (X)$0$0$0
DODI FROMSON FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
LIS GAINES
PAST PRESIDENT1.00Yes (X)$0$0$0
STANLEY GINSBURG
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
DORIAN GOLDMAN THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
LLOYD GOLDMAN THRU 92616
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
ALEXANDER GOREN
PAST PRESIDENT1.00Yes (X)$0$0$0
ANDREA GOREN FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
JASON GOTTLIEB THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
BEN GUEFEN THRU 92616
SECRETARY1.00Yes (X)$0$0$0Yes (X)
JANE GURAL SENDERS
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM HANDY
DIRECTOR1.00Yes (X)$0$0$0
ARTHUR HESSEL
DIRECTOR1.00Yes (X)$0$0$0
SONYA HURST THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
IRA INGERMAN
TREASURER3.00Yes (X)$0$0$0Yes (X)
MARVIN ISRAELOW
DIRECTOR1.00Yes (X)$0$0$0
MAX JAVIT THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
BILLY JOEL
DIRECTOR1.00Yes (X)$0$0$0
EDWARD KAPLAN
DIRECTOR1.00Yes (X)$0$0$0
LEON KAPLAN
DIRECTOR1.00Yes (X)$0$0$0
BARRY KAYNE FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
CAROL KIMMEL
DIRECTOR1.00Yes (X)$0$0$0
DOUGLASS KRUPP FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
DONNA LAM
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MARIBETH LERNER
DIRECTOR1.00Yes (X)$0$0$0
MICHELE LEVIN
DIRECTOR1.00Yes (X)$0$0$0
NAT LEVY
DIRECTOR1.00Yes (X)$0$0$0
JAN ABBY LIFF
DIRECTOR1.00Yes (X)$0$0$0
SHELLY LONDON
DIRECTOR1.00Yes (X)$0$0$0
ROBERT MANN THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
ELLEN MARCUS
DIRECTOR1.00Yes (X)$0$0$0
JOANNE MOORE
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARJORIE OFFER
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL RAHAV THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
JOEL REINSTEIN
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
LYON ROTH THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
DR GABRIEL RUBANENKO
DIRECTOR1.00Yes (X)$0$0$0
CAROL SAAL
PAST PRESIDENT1.00Yes (X)$0$0$0
LITE SABIN
DIRECTOR1.00Yes (X)$0$0$0
SHERRIE SAVETT FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
MAX SCHECHNER
DIRECTOR1.00Yes (X)$0$0$0
ERNEST SCHELLER JR
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
JACOB SHOCHAT THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
BRUCE SHOLK FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
MURRAY SHUSTERMAN
DIRECTOR1.00Yes (X)$0$0$0
FREDERICK SIEGMUND
VICE PRESIDENT1.00Yes (X)$67,650$0$0Yes (X)
JESSICA SILLINS
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
ERNEST SIMON THRU 92616
DIRECTOR1.00Yes (X)$0$0$0
CRAIG SIMON FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
LINDA SIMON FROM 92616
DIRECTOR1.00Yes (X)$0$0$0
HARRIET SOFFA
DIRECTOR1.00Yes (X)$0$0$0
ALTON SUTNICK THRU 92616
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
CHARLES TEMEL
DIRECTOR1.00Yes (X)$0$0$0
IRA WAGNER
DIRECTOR1.00Yes (X)$0$0$0
MARTIN WEINBERG
DIRECTOR1.00Yes (X)$0$0$0
AILEEN WHITMAN
DIRECTOR (DECEASED 7/25/16)1.00Yes (X)$0$0$0
WAYNE WOODMAN
DIRECTOR1.00Yes (X)$0$0$0
TONI YOUNG1ST VP THRU 92616
PRESIDENT (FROM 9/27/16)1.00Yes (X)$0$0$0Yes (X)
MONA ZEEHANDELAAR
DIRECTOR (THRU 9/26/16)1.00Yes (X)$0$0$0
DR ROBERT ZIPKIN
DIRECTOR1.00Yes (X)$0$0$0
ROY J ZUCKERBERG
DIRECTOR1.00Yes (X)$0$0$0
DORON KRAKOW
EXECUTIVE V.P.40.00$404,682$0$44,039Yes (X)
HARRY GREENWALD THRU 123115
CHIEF FINANCIAL & ADMIN OFFICER40.00$167,293$0$42,866Yes (X)
JULIA NELSON FROM 1616
CHIEF FINANCIAL & ADMIN OFFICER40.00$0$0$0Yes (X)
PHILIP S GOMPERTS
REGIONAL DIRECTOR40.00$265,494$0$48,070Yes (X)
KEVIN LEOPOLD
EXECUTIVE DIRECTOR NORTHEAST40.00$221,351$0$60,067Yes (X)
CLAIRE WINICK
REGIONAL DIRECTOR40.00$171,038$0$37,651Yes (X)
DAPHNA NOILY
SENIOR PHILANTHROPIC ADVISOR24.00$171,634$0$38,074Yes (X)
ANDREW HOFFER
MAJOR GIFTS DIRECTOR40.00$192,281$0$34,860Yes (X)
DIANE ROMIROWSKY
MAJOR GIFTS DIRECTOR40.00$168,198$0$8,984Yes (X)
RONNI MORDECHAI-STRONGIN
VP. MARKETING40.00$147,282$0$44,307Yes (X)
ANDREA MEISELES
DIRECTOR OVERSEAS STUDENT PROGRAM40.00$134,909$0$24,278Yes (X)
KEREN WARANCH
REGIONAL DIRECTOR40.00$123,889$0$41,627Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,235,701TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$424,823TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$116,829FundraisingAmt
All Other Contributions$246,287,803AllOtherContributionsAmt
Noncash Contributions$209,924,019NoncashContributionsAmt
Total Contributions$246,404,632TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,582,595TotalRevenueColumnAmt
Exclusion$6,582,595ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,254,177SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,289,075SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,965,102SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,965,102TotalRevenueColumnAmt
Exclusion$2,965,102ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$80,100FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$116,829ContriRptFundraisingEventAmt
Fundraising Direct Expenses$153,214FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$73,114TotalRevenueColumnAmt
Exclusion-$73,114ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$195TotalRevenueColumnAmt
Exclusion$195ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$195OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$255,879,410TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,474,778ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$156,365TotalAmt
Program Services$156,365ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$39,633,608TotalAmt
Program Services$39,633,608ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,740,139TotalAmt
Program Services$79,243ProgramServicesAmt
Management And General$405,206ManagementAndGeneralAmt
Fundraising$1,255,690FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,055,738TotalAmt
Program Services$148,253ProgramServicesAmt
Management And General$558,272ManagementAndGeneralAmt
Fundraising$2,349,213FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$177,265TotalAmt
Program Services$7,766ProgramServicesAmt
Management And General$50,155ManagementAndGeneralAmt
Fundraising$119,344FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$327,028TotalAmt
Program Services$14,672ProgramServicesAmt
Management And General$85,175ManagementAndGeneralAmt
Fundraising$227,181FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$302,985TotalAmt
Program Services$13,805ProgramServicesAmt
Management And General$74,395ManagementAndGeneralAmt
Fundraising$214,785FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$90,909TotalAmt
Management And General$90,909ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,750TotalAmt
Management And General$18,750ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Fundraising$30,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$221,929TotalAmt
Management And General$221,929ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$224,522TotalAmt
Program Services$17,500ProgramServicesAmt
Management And General$207,022ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$695,619TotalAmt
Program Services$33,830ProgramServicesAmt
Management And General$105,293ManagementAndGeneralAmt
Fundraising$556,496FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$146,972TotalAmt
Program Services$7,607ProgramServicesAmt
Management And General$58,063ManagementAndGeneralAmt
Fundraising$81,302FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$72,357TotalAmt
Program Services$20,699ProgramServicesAmt
Management And General$42,644ManagementAndGeneralAmt
Fundraising$9,014FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$634,655TotalAmt
Management And General$348,417ManagementAndGeneralAmt
Fundraising$286,238FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$222,708TotalAmt
Program Services$25,549ProgramServicesAmt
Management And General$18,993ManagementAndGeneralAmt
Fundraising$178,166FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$747,281TotalAmt
Program Services$85,730ProgramServicesAmt
Management And General$63,729ManagementAndGeneralAmt
Fundraising$597,822FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$103,055TotalAmt
Management And General$103,055ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$83,115TotalAmt
Management And General$83,115ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DIRECT MAIL CAMPAIGN$227,237$227,237
TEMPORARY HELP$49,418$49,418
EQUIPMENT RENTAL$36,719$14,875$19,618$2,226
E-PHILANTHROPY$23,929$23,929

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$98,428TotalAmt
Program Services$7,823ProgramServicesAmt
Management And General$81,707ManagementAndGeneralAmt
Fundraising$8,898FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$49,120,731TotalAmt
Program Services$40,254,676ProgramServicesAmt
Management And General$2,709,794ManagementAndGeneralAmt
Fundraising$6,156,261FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$89,504BOYAmt
EOY$125,458EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,493,864BOYAmt
EOY$14,314,069EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,085,935BOYAmt
EOY$93,829,481EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$189,398BOYAmt
EOY$121,933EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$890,564LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$541,687LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$442,531BOYAmt
EOY$348,877EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,539,732BOYAmt
EOY$188,113,867EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$140,290,089BOYAmt
EOY$138,088,112EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,934,884BOYAmt
EOY$4,847,027EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$228,065,937BOYAmt
EOY$439,788,824EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$616,882BOYAmt
EOY$821,926EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,064,802BOYAmt
EOY$17,338,856EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,681,684BOYAmt
EOY$18,160,782EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,995,207BOYAmt
EOY$13,199,666EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,604,184BOYAmt
EOY$84,904,581EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$149,775,276BOYAmt
EOY$323,523,795EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$212,384,253BOYAmt
EOY$421,628,042EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$228,065,937BOYAmt
EOY$439,788,824EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$206,758,679ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,113,517NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$628,407OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,232,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,710,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,840,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,453,517CurrentTaxYearMinus1YearAmt
Current Tax Year$246,404,632CurrentTaxYearAmt
Total$373,641,823TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,232,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,710,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,840,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,453,517CurrentTaxYearMinus1YearAmt
Current Tax Year$246,404,632CurrentTaxYearAmt
Total$373,641,823TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$202,467,636SubstantialContributorsTotAmt
Public Support Total170$171,174,187PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,097,837CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,316,312CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,341,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,519,551CurrentTaxYearMinus1YearAmt
Current Tax Year$6,582,595CurrentTaxYearAmt
Total$38,857,365TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$114,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$113,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,250CurrentTaxYearMinus1YearAmt
Current Tax Year$80,295CurrentTaxYearAmt
Total$456,151TotalAmt
FieldValueIRS element (for citing)
Total Support$412,955,339TotalSupportAmt
Public Support CY1700.41450PublicSupportCY170Pct
Public Support PY1700.69800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationSPECIAL EVENT GROSS INCOME MISC INCOMEExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$821,706AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Assets Included$426,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,754,207BeginningYearBalanceAmt
Contributions$131,068,091ContributionsAmt
Investment Earnings Or Losses$16,603,147InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,843,763GrantsOrScholarshipsAmt
Administrative Expenses$95,722AdministrativeExpensesAmt
End Year Balance$306,485,960EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$169,734,809BeginningYearBalanceAmt
Contributions$5,405,725ContributionsAmt
Investment Earnings Or Losses-$3,531,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,770,001GrantsOrScholarshipsAmt
Administrative Expenses$85,097AdministrativeExpensesAmt
End Year Balance$163,754,207EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$156,542,451BeginningYearBalanceAmt
Contributions$13,764,926ContributionsAmt
Investment Earnings Or Losses$11,584,887InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,075,878GrantsOrScholarshipsAmt
Administrative Expenses$81,577AdministrativeExpensesAmt
End Year Balance$169,734,809EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$142,405,172BeginningYearBalanceAmt
Contributions$5,153,922ContributionsAmt
Investment Earnings Or Losses$14,021,180InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,973,046GrantsOrScholarshipsAmt
Administrative Expenses$64,777AdministrativeExpensesAmt
End Year Balance$156,542,451EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$136,103,741BeginningYearBalanceAmt
Contributions$2,765,769ContributionsAmt
Investment Earnings Or Losses$8,265,603InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,729,941GrantsOrScholarshipsAmt
End Year Balance$142,405,172EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.89950PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10050TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$552,857OtherCostOrOtherBasisAmt
Depreciation$250,075DepreciationAmt
Book Value$302,782BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$241,113OtherCostOrOtherBasisAmt
Depreciation$201,031DepreciationAmt
Book Value$40,082BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,594OtherCostOrOtherBasisAmt
Depreciation$90,581DepreciationAmt
Book Value$6,013BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$348,877TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT - HELD IN ISRAELDesc
Book Value$138,088,112BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$138,088,112TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO BEN-GURION UNIVERSITY$1,859,293
TUITION ADVANCES FROM OVERSEAS STUDENT PROGRAM$70,428
OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS$14,932,253
DEFERRED LEASE OBLIGATIONS AND INCENTIVE$476,882
FieldValueIRS element (for citing)
Total Liability$17,338,856TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$258,364,520TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,113,517NetUnrealizedGainsInvstAmt
Other Revenue-$628,407OtherRevenueAmt
Revenue Not Reported$2,485,110RevenueNotReportedAmt
Revenue Subtotal$255,879,410RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$255,879,410TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$49,120,731TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$49,120,731ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$49,120,731TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:COLLECTION OF SEVERAL THOUSAND BOOKS AND OTHER PUBLICATIONS ON HERPETOLOGY DONATED MANY YEARS AGO TO AABGU; THEY ARE ON LONG TERM LOAN AT NO CHARGE TO BEN-GURION UNIVERSITY, AND THE BOOK VALUE IS $821,706. AN ART DEALER DONATED OVER 100 PAINTINGS VALUED AT $509,540 IN 2008. SINCE THEN AABGU HAS BEEN SELLING THESE PAINTINGS. THE BOOK VALUE OF UNSOLD PAINTINGS IS $426,000.
PART V, LINE 4:THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS AT BEN-GURION UNIVERSITY; TO SUPPORT RESEARCH IN A VARIETY OF ACADEMIC FIELDS AT BEN-GURION UNIVERSITY; TO SUPPORT THE MEDICAL SCHOOL, BUSINESS SCHOOL, DESERT STUDIES PROGRAMS AND OTHER POST GRADUATE PROGRAMS AT BEN-GURION UNIVERSITY.
PART X, LINE 2:AABGU QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC), AND IS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 509(A)(1) OF THE IRC. AABGU IS NOT CLASSIFIED AS A PRIVATE FOUNDATION, AND IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015, AABGU DID NOT OWE ANY UBIT. MANAGEMENT HAS EVALUATED AABGU'S TAX POSITIONS AND CONCLUDED THAT AABGU HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, AABGU IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,652,999. CPI ADJUSTMENT 1,024,592.
FORM 990, SCHEDULE D, PART V, LINE 3AENDOWMENTS HELD IN ISRAEL ARE EITHER TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED GIFTS THAT HAVE BEEN TRANSMITTED TO BEN-GURION UNIVERSITY OF THE NEGEV ("BGU"), AND ARE MAINTAINED BY BGU ON BEHALF OF AABGU. EXCEPT FOR CERTAIN ENDOWMENT FUNDS WHICH REQUIRE THAT A PORTION OF THE EARNINGS BE REINVESTED IN THE ENDOWMENT FUND, ALL EARNINGS ON THE ENDOWMENTS MAINTAINED BY BGU ON BEHALF OF AABGU ARE AVAILABLE FOR SCHOLARSHIPS AND OTHER PROJECTS OF BGU.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICAINVESTMENTS$138,088,112
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$900,983
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICES$476,07200PAYMENTS TO VENDORS IN ISRAEL FOR ACCOUNTING SERVICES TO AUDIT GRANTS, STAFF TRAVEL TO ISRAEL/MEETINGS/RETREAT, MISSIONS FOR DONORS AND BOARD MEETING, INCLUDING MEDIA, CYBER AND ZIN FELLOW MISSION, AND BOARD OF GOV. MEETING
MIDDLE EAST AND NORTH AFRICAGRANTS TO RECIPIENTS LOCATED IN THE REGION$39,633,60800
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$179,098,775SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$179,098,775TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
MIDDLE EAST AND NORTH AFRICAACADEMIC CHAIRS$466,933WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICAACADEMIC PRIZES$118,524WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICAACADMIC RESEARCH$7,940,303WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICABUSINESS SCHOOL$80,000WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICACAPITAL PROJECTS$16,696,501WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICACOMMUNITY OUTREACH$391,407WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICADESERT STUDIES$3,937,232WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICALIBRARY SUPPORT$29,149WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICAMEDICAL SCHOOL AND HEALTH SERVICES$5,621,943WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICASCHOLARSHIPS$3,523,454WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICAUNIVERSITY OPERATIONS$828,162WIRE TRANSFER
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAABGU RETAINS AN ACCOUNTING FIRM IN ISRAEL TO AUDIT THE UTILIZATION OF FUNDS GRANTED TO BEN-GURION UNIVERSITY (BGU). THIS ACCOUNTING FIRM ANNUALLY RECONCILES ALL GRANTS BY CATEGORY OF USE, PERFORMS TESTING TO SEE IF GRANTED FUNDS ARE APPLIED PROPERLY AND BIANNUALLY PROVIDES AABGU WITH A FULL AUDIT REPORT WITH THE RESULTS OF THE RECONCILIATION AND TESTING PROCEDURES. IN ADDITION FOR MAJOR GRANTS AABGU REQUESTS ANNUAL REPORTS FROM BGU ON HOW FUNDS WERE USED THAT YEAR. IN A FEW CASES AABGU FORMS OVERSIGHT COMMITTEES COMPOSED OF SOME MEMBERS OF ITS BOARD TO TRACK THE PROGRESS OF PROJECTS FUNDED BY AABGU GRANTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AB DATA LTDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 AB DATA DRIVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
ActivityDIRECT MAIL SOLICITATIONSActivityTxt
Fundraiser Control Of FundsYes (1)FundraiserControlOfFundsInd
Gross Receipts$313,427GrossReceiptsAmt
Retained By Contractor$30,000RetainedByContractorAmt
Net To Organization$283,427NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$313,427TotalGrossReceiptsAmt
Total Retained By Contractors$30,000TotalRetainedByContractorsAmt
Total Net To Organization$283,427TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1COCKTAIL RECEPTION - TXEvent1Nm
Gross Receipts Event1$88,644GrossReceiptsEvent1Amt
Charitable Contri Event1$31,644CharitableContriEvent1Amt
Gross Revenue Event1$57,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$4,595NonCashPrizesEvent1Amt
Food And Beverage Event1$65,648FoodAndBeverageEvent1Amt
Entertainment Event1$1,789EntertainmentEvent1Amt
Other Direct Expenses Event1$12,164OtherDirectExpensesEvent1Amt
Event2MA DINNEREvent2Nm
Gross Receipts Event2$108,285GrossReceiptsEvent2Amt
Charitable Contri Event2$85,185CharitableContriEvent2Amt
Gross Revenue Event2$23,100GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,972NonCashPrizesEvent2Amt
Rent Facility Costs Event2$3,800RentFacilityCostsEvent2Amt
Food And Beverage Event2$22,195FoodAndBeverageEvent2Amt
Entertainment Event2$2,163EntertainmentEvent2Amt
Other Direct Expenses Event2$38,888OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$196,929GrossReceiptsTotalAmt
Charitable Contributions Tot$116,829CharitableContributionsTotAmt
Gross Revenue Total Events$80,100GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$6,567NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,800RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$87,843FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,952EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$51,052OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$153,214DirectExpenseSummaryEventsAmt
Net Income Summary-$73,114NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient32RecipientCnt
Cash Grant$156,365CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAABGU HAS A PROCEDURE WHERE STUDENTS HAVE TO APPLY FOR SCHOLARSHIPS. AABGU STAFF REVIEW THE APPLICATIONS AND MAKE RECOMMENDATIONS. THE RECOMMENDATIONS ARE REVIEWED BY A COMMITTEE AND SCHOLARSHIPS ARE AWARDED. IN MOST CASES THE SCHOLARSHIP AWARDS ARE NOT GIVEN DIRECTLY TO THE STUDENTS, THE CASH IS SENT TO A BANK ACCOUNT BGU MAINTAINS IN THE U.S. WITH A NOTE TO BGU EXPLAINING WHAT AMOUNTS HAVE BEEN AWARDED TO WHICH STUDENTS. IN MOST CASES, FULL SCHOLARSHIPS ARE NOT AWARDED, ONLY PARTIAL SCHOLARSHIPS. AABGU MAKES SURE THAT STUDENTS HAVE IN FACT ENROLLED IN THE PROGRAM AND PAID THEIR SHARE OF TUITION BEFORE SCHOLARSHIPS ARE AWARDED. IN A FEW CASES SCHOLARSHIP MONIES ARE DISBURSED DIRECTLY TO THE STUDENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DORON KRAKOW
EXECUTIVE V.P.$404,434$0$0$0$248$0$41,938$0$2,101$0$448,721$0$0$0
HARRY GREENWALD THRU 123115
CHIEF FINANCIAL & ADMIN OFFICER$165,942$0$0$0$1,351$0$13,770$0$29,096$0$210,159$0$0$0
PHILIP S GOMPERTS
REGIONAL DIRECTOR$263,269$0$0$0$2,225$0$26,801$0$21,269$0$313,564$0$0$0
KEVIN LEOPOLD
EXECUTIVE DIRECTOR NORTHEAST$216,241$0$5,000$0$110$0$22,172$0$37,895$0$281,418$0$0$0
CLAIRE WINICK
REGIONAL DIRECTOR$168,813$0$0$0$2,225$0$17,226$0$20,425$0$208,689$0$0$0
DAPHNA NOILY
SENIOR PHILANTHROPIC ADVISOR$147,751$0$22,500$0$1,383$0$15,250$0$22,824$0$209,708$0$0$0
ANDREW HOFFER
MAJOR GIFTS DIRECTOR$192,033$0$0$0$248$0$3,548$0$31,312$0$227,141$0$0$0
DIANE ROMIROWSKY
MAJOR GIFTS DIRECTOR$167,734$0$0$0$464$0$6,350$0$2,634$0$177,182$0$0$0
RONNI MORDECHAI-STRONGIN
VP. MARKETING$147,034$0$0$0$248$0$10,887$0$33,420$0$191,589$0$0$0
ANDREA MEISELES
DIRECTOR OVERSEAS STUDENT PROGRAM$134,452$0$0$0$457$0$11,091$0$13,187$0$159,187$0$0$0
KEREN WARANCH
REGIONAL DIRECTOR$123,789$0$0$0$100$0$8,293$0$33,334$0$165,516$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationAABGU INCLUDES A MERIT POOL IN ITS ANNUAL BUDGET. IN CALENDAR 2015 THE FOLLOWING EMPLOYEES RECEIVED ONE TIME BONUSES IN THE AMOUNT SHOWN - IN EACH CASE FOR OUTSTANDING PERFORMANCE: KEVIN LEOPOLD - $5,000 DAPHNA NOILY - $22,500ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution48ContributionCnt
Noncash Contributions Rpt F990$209,924,019NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER OF CONTRIBUTIONS SHOWN ABOVE REPRESENTS THE TOTAL NUMBER OF STOCK DONATIONS DURING THE YEAR.
PART I, LINE 32B:A DONOR GAVE AABGU NEARLY A HUNDRED PAINTINGS WHICH HAVE BEEN CONSIGNED TO AN ART DEALER TO SELL OVER TIME AS MARKET CONDITIONS PERMIT.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 21. ROBERT ARNOW AND JOSHUA ARNOW, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. 2. JAMES BRESLAUER AND DAVID BRESLAUER, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. 3. LLOYD GOLDMAN AND DORIAN GOLDMAN, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. 4. ALEXANDER GOREN AND ANDREA GOREN, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. 5. ERNEST SCHELLER AND WAYNE WOODMAN, BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. 6. ERNEST SIMON, CRAIG SIMON AND LINDA SIMON, BOARD MEMBERS, HAVE FAMILY RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 10BAABGU HAS REGIONAL ADVISORY BOARDS IN SOME PARTS OF THE COUNTRY WHERE IT HAS SIGNIFICANT NUMBERS OF SUPPORTERS. THE COMPLIANCE OF REGIONAL ADVISORY BOARDS WITH POLICIES AND PROCEDURES OF THE NATIONAL ORGANIZATION IS ASSURED IN TWO WAYS: 1. REGIONAL ADVISORY BOARDS ARE GUIDED BY AABGU'S PROFESSIONAL DEVELOPMENT STAFF. 2. REGIONAL ADVISORY BOARDS INCLUDE ONE OR MORE MEMBERS OF AABGU'S NATIONAL BOARD (WHICH IS AABGU'S GOVERNING BODY).
FORM 990, PART VI, SECTION B, LINE 11THE REVIEW PROCESS FOR AABGU'S DRAFT 990 (BEFORE FILING) IS THAT THE BOARD'S AUDIT COMMITTEE REVIEWS THE DOCUMENT IN ITS ENTIRETY AND THE 990 IS NOT FILED UNTIL THE AUDIT COMMITTEE IS SATISFIED THAT IT IS IN ORDER. AFTER THE AUDIT COMMITTEE REVIEWS THE DRAFT 990, IT IS POSTED TO THE BOARD OF DIRECTORS SECTION OF THE AABGU WEBSITE, AND BOARD MEMBERS ARE NOTIFIED AT LEAST A WEEK BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CPROCEDURES RELATED TO AABGU'S CONFLICT OF INTEREST POLICY ARE AS FOLLOWS: 1. PRIOR TO THE BOARD'S ANNUAL MEETING, CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. 2. COMPLETED FORMS ARE COLLECTED AT THE ANNUAL MEETING. 3. THE PROFESSIONAL STAFF FOLLOWS UP WITH ANY BOARD MEMBERS, OFFICERS OR KEY EMPLOYEES WHO DID NOT PROVIDE A COMPLETED FORM AT THE ANNUAL MEETING TO OBTAIN A COMPLETED CONFLICT OF INTEREST DISCLOSURE FORM. 4. THE CFO REVIEWS THE COMPLETED FORMS FOR ANY EXISTING OR POTENTIAL CONFLICTS AND IF ONE EXISTS, APPROPRIATE FOLLOW UP ACTION IS UNDERTAKEN AS SET FORTH IN THE POLICY. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT INDIVIDUALS WITH CONFLICTS OF INTEREST WITH RESPECT TO A TRANSACTION OR ACTION MAY NOT PARTICIPATE IN THE DISCUSSION AND DECISION-MAKING WITH RESPECT TO THAT TRANSACTION OR ACTION.
FORM 990, PART VI, SECTION B, LINE 15AABGU HAS A COMPENSATION COMMITTEE. AABGU'S BY-LAWS PROVIDE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR MAKING COMPENSATION RECOMMENDATIONS FOR ALL TOP EXECUTIVES, INCLUDING THE EXECUTIVE VICE PRESIDENT. IT SHALL PRESCRIBE POLICY STANDARDS WITH RESPECT TO PERFORMANCE, ESTABLISH CRITERIA FOR SUPPLEMENTAL BENEFITS AND PERQUISITES, ALL RELATIVE TO MARKET COMPETITIVENESS. THE RECOMMENDATIONS SHALL BE MADE AVAILABLE TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE CFO ANNUALLY PREPARES AN ANALYSIS OF THE COMPENSATION OF THE SENIOR OFFICERS OF THE OTHER "FRIENDS OF ISRAELI UNIVERSITIES ORGANIZATIONS BASED ON THE MOST RECENTLY AVAILABLE 990S. THIS MATERIAL IS PROVIDED TO THE COMPENSATION COMMITTEE IN ADVANCE OF ANY DELIBERATIONS WITH REGARD TO THE COMPENSATION OF SENIOR OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19AABGU MAKES ITS AUDITED FINANCIAL STATEMENTS AND KEY GOVERNANCE DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AABGU POSTS A COPY OF THE 990 AND ITS AUDITED FINANCIAL STATEMENTS TO ITS WEBSITE.
FORM 990, PART VII, SECTION AFREDERICK SIEGMUND, AABGU BOARD MEMBER AND ASSISTANT SECRETARY, ALSO PROVIDES LEGAL COUNSEL TO THE ORGANIZATION. HIS COMPENSATION SHOWN ON PART VII IS FOR HIS SERVICES PROVIDED TO THE ORGANIZATION AS LEGAL COUNSEL AND NOT FOR HIS BOARD SERVICE.
FORM 990, PART VIITHE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,652,999. CPI ADJUSTMENT 1,024,592.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (5)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AABGUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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