2026-08-04T15:56:14-05:00 2025-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2024-10-01 237270753 AMERICANS FOR BEN-GURION UNIVERSITY INC AMER 2126877721 1001 AVENUE OF THE AMERICAS 19TH F NEW YORK NY 10018 IAN J BENJAMIN INTERIM CEO 2126877721 2026-07-29 1 0 LYNNE JOHNSON P00757336 2123721000 2026-07-29 2024 2025-03-06 01:10:19Z A4BGU IAN J BENJAMIN 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 327892749 0 X WWW.AMERICANSFORBGU.ORG X 1973 NY AMERICANS FOR BEN-GURION UNIVERSITY OR "A4BGU" PLAYS A VITAL ROLE IN CREATING A WORLD CLASS UNIVERSITY IN THE ISRAELI DESERT. 54 54 40 69 -125749 0 44313518 41995631 0 0 29953708 33599999 -303057 -127373 73964169 75468257 55060907 59816657 0 0 7179905 8157617 36000 180000 3877185 6769642 5462217 69046454 73616491 4917715 1851766 878138118 934796210 38358953 36404533 839779165 898391677 X A4BGU ELEVATES AWARENESS, STRENGTHENS DONOR BONDS, AND RAISES FUNDS FOR BEN-GURION UNIVERSITY OF THE NEGEV (BGU) ACROSS THE UNITED STATES. WE SHOWCASE BGU'S ACADEMIC EXCELLENCE AND GROUNDBREAKING RESEARCH TO INDIVIDUALS, FOUNDATIONS, ORGANIZATIONS, AND THE MEDIA. 0 0 60974830 59816657 BEN-GURION UNIVERSITY (BGU) SUPPORT: A4BGU RAISES FUNDS WITHIN THE U.S. FOR BEN-GURION UNIVERSITY. SUPPORT INCLUDES, BUT IS NOT LIMITED TO, GRANTS FOR ONGOING OPERATIONS (E.G. SCHOLARSHIPS/FELLOWSHIPS, STUDENT ACTIVITIES), ACADEMIC RESEARCH (E.G. WATER/ENVIRONMENT, CYBER SECURITY, ROBOTICS/ARTIFICIAL INTELLIGENCE, MEDICAL BREAKTHROUGHS), FACULTY RECRUITMENT, CAPITAL PROJECTS (E.G. DORMITORIES, RESEARCH LABS, CLASSROOM BUILDINGS, CONFERENCE FACILITIES), COMMUNITY OUTREACH ACTIVITIES TO SUPPORT THE DEVELOPMENT OF ISRAEL'S NEGEV REGION (E.G. VOLUNTEER AND SOCIAL ACTION TO UNDER-RESOURCED COMMUNITIES AND INDIVIDUALS, BEDOUIN SUPPORT, YOUTH CLUBS, MENTORING/TUTORING, UNIVERSITY PREP PROGRAMS, ETC.). 1737260 RAISING AWARENESS & EDUCATION PROGRAM: A4BGU RAISES AWARENESS IN THE U.S. TO POTENTIAL DONORS ABOUT BGU AND THE NEGEV REGION IN GENERAL. A4BGU ALSO EDUCATES CURRENT AND POTENTIAL DONORS ON VARIOUS RESEARCH AND COMMUNITY-BASED INITIATIVES CONDUCTED BY THE UNIVERSITY, AS WELL AS THE NEGEV REGION IN GENERAL. A4BGU SHOWCASES BGU'S ACADEMIC EXCELLENCE AND GROUNDBREAKING RESEARCH TO INDIVIDUALS, FOUNDATIONS, ORGANIZATIONS, AND THE MEDIA THROUGH VARIOUS ACTIVITIES, INCLUDING A SERIES OF EDUCATIONAL PROGRAMS, EVENTS, AND INFORMATIVE DIGITAL AND PRINT COMMUNICATIONS FEATURING BGU'S WORLD-RENOWNED RESEARCH AND ACADEMIC EXCELLENCE. 310541 ZIN FELLOWS LEADERSHIP PROGRAM: THE A4BGU ZIN FELLOWS PROGRAM IS AN INSPIRING AND TRANSFORMATIVE OPPORTUNITY FOR OUTSTANDING AMERICANS IN THEIR 30S-50S. THE EIGHTEEN MONTH PROGRAM CONSISTS OF TWO IN-PERSON GATHERINGS IN THE UNITED STATES FOLLOWED BY AN IMMERSIVE ISRAEL EXPERIENCE. ZIN FELLOWS REPRESENT THE BEST OF THE BEST IN TERMS OF THE NEXT GENERATION. THEY ARE CURRENT AND FUTURE AMERICAN COMMUNITY LEADERS WHO ARE INTERESTED IN UNDERSTANDING THE UNIQUE ROLE BGU PLAYS IN THE DEVELOPMENT OF THE NEGEV AND THE FUTURE OF ISRAEL. 121746 THE MEDICAL SCHOOL FOR INTERNATIONAL HEALTH (MSIH) PROGRAM: MSIH AT BGU IS A UNIQUE MEDICAL SCHOOL THAT INCORPORATES GLOBAL HEALTH COMPONENTS INTO ALL FOUR YEARS OF THE CORE M.D. CURRICULUM. AS A SMALL AND PRESTIGIOUS MEDICAL SCHOOL, MSIH OFFERS AN M.D. PROGRAM THAT PREPARES STUDENTS FOR A CAREER GOING FAR BEYOND THE HOSPITAL OR PRIVATE CLINIC. STUDENTS GAIN THE TRAINING NECESSARY TO MAKE A REAL IMPACT BY PRACTICING MEDICINE WHILE MEETING THE CHALLENGES OF GLOBAL HEALTH. 121746 63144377 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 45 0 1 40 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 54 54 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN NC NH NV ND NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X BRUCE SKYER 2126877721 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 X ALAN NEWMAN BOARD MEMBER 1.00 0.00 X 0 0 0 BATHSHEVA RIFKIN BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL SAAL BOARD MEMBER 1.00 0.00 X 0 0 0 CINDY INGERMAN BALICK BOARD MEMBER 1.00 0.00 X 0 0 0 CLIVE MISKIN BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG GRANOWITZ BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG SIMON BOARD MEMBER 1.00 0.00 X 0 0 0 DANNA SLUSKY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID BRESLAUER BOARD MEMBER 1.00 0.00 X 0 0 0 DONNA LAM BOARD MEMBER 1.00 0.00 X 0 0 0 ERNEST SIMON BOARD MEMBER 1.00 0.00 X 0 0 0 ESTHER FOER BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK PARLATO BOARD MEMBER 1.00 0.00 X 0 0 0 HUNTER REISNER BOARD MEMBER 1.00 0.00 X 0 0 0 JACOB DAYAN BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF POLAK BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY KUPFER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY ULLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JILL MAX BOARD MEMBER 1.00 0.00 X 0 0 0 JOANNE MOORE BOARD MEMBER 1.00 0.00 X 0 0 0 JOEL REINSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 JOSEPH ROSE BOARD MEMBER 1.00 0.00 X 0 0 0 JOSHUA ARNOW BOARD MEMBER 1.00 0.00 X 0 0 0 KENNETH BLOOM BOARD MEMBER 1.00 0.00 X 0 0 0 LEON KAPLAN BOARD MEMBER 1.00 0.00 X 0 0 0 LEWIS WINARSKY BOARD MEMBER 1.00 0.00 X 0 0 0 LISA DOUGLASS BOARD MEMBER 1.00 0.00 X 0 0 0 LISA FIELD BOARD MEMBER 1.00 0.00 X 0 0 0 LISA SCHELLER BOARD MEMBER 1.00 0.00 X 0 0 0 LLOYD GOLDMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MADELEINE ARNOW BOARD MEMBER 1.00 0.00 X 0 0 0 MAX GITTER BOARD MEMBER 1.00 0.00 X 0 0 0 MELINDA GOLDRICH BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL OZER BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL HOCKSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 NOAH TRATT BOARD MEMBER 1.00 0.00 X 0 0 0 PETER SCHECHTER BOARD MEMBER 1.00 0.00 X 0 0 0 RIVA COLLINS BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT SPITZER BOARD MEMBER 1.00 0.00 X 0 0 0 SETH HARLEM BOARD MEMBER 1.00 0.00 X 0 0 0 SHERRIE SAVETT BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN FINKELMAN BOARD MEMBER 1.00 0.00 X 0 0 0 SYLVIA BRODSKY BOARD MEMBER 1.00 0.00 X 0 0 0 TARA KELLEHER BOARD MEMBER 1.00 0.00 X 0 0 0 TONI YOUNG BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM HANDY BOARD MEMBER 1.00 0.00 X 0 0 0 ROY ZUCKERBERG HONORARY BOARD MEMBER 1.00 0.00 X 0 0 0 GARY DEBODE IMMEDIATE PAST CHAIR 3.00 0.00 X X 0 0 0 ANDREA GOREN CHAIR 3.00 0.00 X X 0 0 0 TERRI ALPERT VICE CHAIR 3.00 0.00 X X 0 0 0 MARCI DOLLINGER VICE CHAIR 3.00 0.00 X X 0 0 0 ELIZABETH GRZEBINSKI VICE CHAIR 3.00 0.00 X X 0 0 0 DAVID WAGONFELD TREASURER 3.00 0.00 X X 0 0 0 ELLEN MARCUS SECRETARY 3.00 0.00 X X 0 0 0 DOUGLAS SESERMAN CHIEF EXECUTIVE OFFICER 40.00 0.00 X 592753 0 180400 TIMOTHY GREENE CHIEF FINANCIAL OFFICER (THRU 07/31/25) 40.00 0.00 X 237432 0 29723 ARI STEINBERG PHILANTHROPIC RELATIONSHIP OFFICER 40.00 0.00 X 307442 0 22722 KEREN WARANCH CHIEF DEVELOPMENT OFFICER (THRU 06/14/24) 40.00 0.00 X 303185 0 26888 NNEKA MCPHEE CHIEF OF STAFF & STRATEGIC INITIATIVES 40.00 0.00 X 250884 0 38402 ANDREW HOFFER PHILANTHROPIC RELATIONSHIP OFFICER (THRU 02/28/25) 40.00 0.00 X 225102 0 48826 JUDITH ALTERMAN PHILANTHROPIC RELATIONSHIP OFFICER 40.00 0.00 X 199561 0 17301 2116359 0 364262 26 0 1 0 HALEL YARON HOROWITZ BALD CREATIVE LLC 1938 TOWNSDEND CT NE ATLANTA GA 30329 MARKETING 313152 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING/TAX 220948 VELOCITY GLOBAL LLC 3858 WALNUT ST SUITE 107 DENVER CO 80205 ISRAEL PAYROLL OUTSOURCE 172333 PERLMAN & PERLMAN LLP 521 FIFTH AVENUE 30TH FLOOR NEW YORK NY 10175 LEGAL SERVICES 155651 ARTURO ORDOQUI IMPACTOLOGY CON LLC 1542 N ALAMO ST UNIT 109 SAN ANTONIO TX 78215 CONSULTING 148580 6 444921 41550710 765190 41995631 14420048 -125749 14545797 271456000 252276049 19179951 19179951 19179951 21070 444921 148443 -127373 -127373 75468257 0 -125749 33598375 59816657 59816657 2038801 700934 712814 625053 5031169 1637195 1424452 1969522 252212 82039 71287 98886 447921 145699 126604 175618 387514 126050 109530 151934 960448 905506 54942 164231 52549 111682 248861 29863 218998 180000 180000 1554860 1554860 501637 218124 170409 113104 240165 21171 204880 14114 236968 18958 189574 28436 488283 48828 366213 73242 430985 81434 114007 235544 377805 157875 72581 147349 51970 51970 77268 77268 TELECOMMUNICATIONS 74261 6683 59409 8169 BAD DEBT EXPENSE 52435 0 52435 0 DOCUMENTARY PRODUCTION 1590 318 0 1272 MISC. BUSINESS EXPENSES 450 0 450 0 73616491 63144377 6594929 3877185 120 151 13082046 14110118 45073317 44981146 193848 446912 720163 701398 31834 18765 216668678 259925733 598572054 611379128 221561 182462 4294660 3751795 878138118 934796210 1621691 2850934 36737262 33553599 38358953 36404533 X 73583587 81409552 766195578 816982125 839779165 898391677 878138118 934796210 X 1851766 57310573 -549827 X 0 1 X 1 0 X 24184963 29406388 25789775 44313518 41995631 165690275 24184963 29406388 25789775 44313518 41995631 165690275 35019685 130670590 38279325 5486282 8094256 11374694 14545797 77780354 81585 81585 4308 12000 30750 88320 21070 156448 243708662 0.53620 0.54710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT GROSS INCOME - 2020 AMOUNT: $ 4,308. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 30,750. 2023 AMOUNT: $ 88,320. 2024 AMOUNT: $ 21,070. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1046706 91250 X 0 734728365 2216977 82322357 33457280 0 1329193 784481226 641979276 5219720 120766644 30845437 2391838 734728365 614888913 1819997 62762282 35395378 2096538 641979276 744016605 2085777 -96277935 32676574 2258960 614888913 638763617 1935427 137258192 31893308 2047323 744016605 0.00000 1.00000 0.00000 1 0 552857 552857 0 80366 61601 18765 86940 86940 0 18765 INVESTMENT FUNDS 417479522 F INVESTMENTS HELD IN ISRAEL 193899606 F 611379128 DUE TO BEN-GURION UNIVERSITY 20102129 OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS 11668113 OPERATING LEASE LIABILITIES 1783357 33553599 X 130822585 57310573 -549827 56760746 74061839 1554861 -148443 1406418 75468257 72210073 148443 148443 72061630 1554861 1554861 73616491 PART III, LINE 4: COLLECTION OF SEVERAL THOUSAND BOOKS AND OTHER PUBLICATIONS ON HERPETOLOGY DONATED MANY YEARS AGO TO A4BGU; PAINTING OF THE NEGEV DESERT; THEY ARE ON LONG TERM LOAN AT NO CHARGE TO BEN-GURION UNIVERSITY, AND THE BOOK VALUE IS $1,046,706. PART V, LINE 4: THE ANNUAL ALLOCATIONS FROM THE ENDOWMENT FUND SUPPORT BGU, ITS STUDENTS AND FACULTY, AND THE WORK A4BGU DOES TO ENSURE THE CONTINUED SUCCESS OF BGU'S ACADEMIC PROGRAMS AND RESEARCH. PART X, LINE 2: A4BGU QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND IS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 509(A)(1) OF THE IRC. A4BGU IS NOT CLASSIFIED AS A PRIVATE FOUNDATION, AND IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, A4BGU DID NOT HAVE MATERIAL UBIT EXPENSES AND LIABILITIES. THE LLC IS TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES. MANAGEMENT HAS EVALUATED A4BGU'S TAX POSITIONS AND CONCLUDED THAT A4BGU HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, A4BGU IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES AFTER THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -607,179. LOSS ON CONTRIBUTIONS RECEIVABLE 57,352. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -148,443. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 148,443. 1 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 178299026 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 193899606 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 1766809 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES & FUNDRAISING PAYMENTS TO AGENT LOCATED AT BGU AND FUNDRAISING AND AWARENESS 169808 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 59816657 0 1 0 0 0 1 433951906 0 433951906 MIDDLE EAST AND NORTH AFRICA ACADEMIC PROGRAMS AND RESEARCH 20907195 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA CAPITAL PROJECTS 26210270 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA SCHOLARSHIPS 6169012 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA COMMUNITY OUTREACH 4125710 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA MEDICAL SCHOOL AND HEALTH SERVICES 1376144 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA ACADEMIC CHAIRS 1028326 WIRE TRANSFER 0 1 1 1 0 1 1 1 0 PART I, LINE 2: A4BGU TRANSMITS GRANTS TO BGU ON A MONTHLY BASIS WITH SPECIFICATIONS RELATED TO DONOR DESIGNATION AND INTENDED USE. A4BGU CONFIRMS THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSES, INCLUDING FINANCIAL AND NARRATIVE REPORTING FROM BGU, DONOR COMMUNICATIONS, AND INTERNAL COORDINATION. FOR CERTAIN MAJOR RESTRICTED FUNDS, A4BGU HAS ESTABLISHED FORMAL REVIEW PROCEDURES TO ASSESS PROPOSED USES AND CONFIRM ALIGNMENT WITH DONOR INTENT THROUGH FOLLOW-UP REPORTING. X X X X X X 1 J ROBERTS CONSULTING LLC 301 WEST WAYNE AVENUE WOOSTER OK 44691 DIRECT MAIL CONSULTING 0 63569 12000 51569 THE MARKETING ENGINE LLC 2004 E 61ST STREET KANSAS CITY MO 64130 DIRECT MAIL CONSULTING 0 44287 24000 20287 HARVEST FRC INC 3 KINGSWOOD DRIVE NEW HOPE PA 18938 FUNDRAISING CONSULTING 0 0 48000 -48000 MYERBERG PHILANTHROPIC ADVISORS 179 SHORE ROAD OLD GREENWICH CT 06870 PLANNED GIVING SERVICES 0 0 96000 -96000 107856 180000 -72144 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NJ NM NY ND NH NC OH OK OR PA RI SC TN UT VA WA WV WI TRIBUTE BRUNCH 299265 287415 11850 1940 16160 1400 18927 KOSHER EXTRAVAGANZA 86498 81698 4800 41225 18719 1 80228 75808 4420 25625 24447 465991 444921 21070 27565 57385 1400 62093 148443 -127373 X 1 1 X X X X 1 1 0 0 0 0 0 0 0 DOUGLAS SESERMAN CHIEF EXECUTIVE OFFICER 552771 0 0 0 39982 0 137200 0 43200 0 773153 0 0 0 ARI STEINBERG PHILANTHROPIC RELATIONSHIP OFFICER 276550 0 7500 0 23392 0 18268 0 4454 0 330164 0 0 0 KEREN WARANCH CHIEF DEVELOPMENT OFFICER (THRU 06/14/24) 159262 0 0 0 143923 0 7293 0 19595 0 330073 0 0 0 NNEKA MCPHEE CHIEF OF STAFF & STRATEGIC INITIATIVES 230662 0 20000 0 222 0 14538 0 23864 0 289286 0 0 0 ANDREW HOFFER PHILANTHROPIC RELATIONSHIP OFFICER (THRU 02/28/25) 220171 0 3600 0 1331 0 13969 0 34857 0 273928 0 0 0 TIMOTHY GREENE CHIEF FINANCIAL OFFICER (THRU 07/31/25) 226935 0 10000 0 497 0 15525 0 14198 0 267155 0 0 0 JUDITH ALTERMAN PHILANTHROPIC RELATIONSHIP OFFICER 185381 0 13100 0 1080 0 13194 0 4107 0 216862 0 0 0 PART I, LINE 1A PER THE CEO'S EMPLOYMENT AGREEMENT, HE IS ENTITLED TO A MONTHLY HOUSING ALLOWANCE. ARI STEINBERG PHILANTHROPIC RELATIONSHIP OFFICER ALSO RECEIVED TAXABLE HOUSING ALLOWANCE. THE AMOUNT PAID DURING THE YEAR IS INCLUDED IN COLUMN B(III) AND REPORTED ON HIS W-2. PART I, LINES 4A-B THE FOLLOWING INDIVIDUAL LEFT THEIR POSITIONS DURING THE YEAR AND RECEIVED SEVERANCE PAYMENTS REPORTED IN PART II, COLUMN (B)(III): KEREN WARANCH, CHIEF DEVELOPMENT OFFICER, RECEIVED $143,650 THE FOLLOWING EMPLOYEE PARTICIPATED IN A NON-QUALIFIED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN (SERP), WHICH WAS ESTABLISHED UNDER SECTION 457(F) OF THE IRC.: DOUGLAS SESERMAN - CEO THE ORGANIZATION ESTABLISHED THE SERP FOR THE CEO, EFFECTIVE JULY 2022. THE ARRANGEMENT IS A FIVE YEAR ARRANGMENT THAT INCLUDES A SUBSTIANIAL RISK OF FORFEITURE BASED ON THE TERMS OF THE AGREEMENT. NO AMOUNTS ATTRIBUTABLE TO THE DEFERRED COMPENSATION PLAN, FOR THE CALENDAR YEAR ENDED 12/31/2024 PERIOD, WERE PAID TO THE CEO. X 1 225000 FMV X 29 538390 FMV X 1 1800 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS SHOWN ABOVE REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS OF NON-CASH GIFTS DURING THE YEAR. FORM 990, PART I, ITEM C DBA: A4BGU FORM 990, PART VI, SECTION A, LINE 2 1. TARA KELLEHER AND ROY ZUCKERBERG HAVE A FAMILY RELATIONSHIP 2. LISA DOUGLASS AND TONI YOUNG HAVE A FAMILY RELATIONSHIP 3. WILLIAM HANDY AND DONNA LAM HAVE A FAMILY RELATIONSHIP 4. ERNEST SIMON AND CRAIG SIMON HAVE A FAMILY RELATIONSHIP 5. MADELEINE ARNOW AND JOSHUA ARNOW HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B 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 DIRECTOR'S SECTION OF THE A4BGU WEBSITE IN ADVANCE OF THE FILINGS. FORM 990, PART VI, SECTION B, LINE 12C 1. PRIOR TO THE BOARD'S ANNUAL MEETING, CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE DISTRIBUTED TO BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES USING AN ELECTRONIC DOCUMENT SIGNATURE PLATFORM. 2. PROFESSIONAL STAFF FOLLOW UP WITH ANY INDIVIDUAL WHO HAS NOT COMPLETED A DISCLOSURE FORM. 3. KEY EMPLOYEES ARE AWARE AND SUBJECT TO CONFLICT OF INTEREST POLICY AND PROCEDURES PER A4BGU'S CONFLICT OF INTEREST POLICY. 4. THE ANNUAL DISCLOSURE STATEMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL. IN THE EVENT THAT A SUBSTANTIAL CONFLICT IS DISCLOSED, IT IS PRESENTED TO THE CONFLICT OVERSIGHT COMMITTEE, AS SET FORTH IN THE POLICY. ANY INDIVIDUAL WHO HAS A POTENTIAL CONFLICT UNDER CONSIDERATION BY THE CONFLICT OVERSIGHT COMMITTEE MAY MAKE A PRESENTATION TO THE CONFLICT OVERSIGHT COMMITTEE UPON THE CONFLICT OVERSIGHT COMMITTEE'S REQUEST. HOWEVER, THEY SHALL NOT BE PRESENT FOR THE DELIBERATION OR VOTING ON THE MATTER, AND MAY NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 AS REQUIRED BY ITS BY-LAWS, A4BGU'S BOARD OF DIRECTORS APPROVES THE COMPENSATION OF OFFICERS. THE BOARD BASES THIS ON A RECOMMENDATION FROM THE EXECUTIVE COMMITTEE BASED ON A REVIEW OF PERFORMANCE UTILIZING INFORMATION FROM FORM 990S OF OTHER ORGANIZATIONS, AND CONSULTATION WITH INDEPENDENT CONSULTANTS. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 A4BGU 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). A4BGU POSTS A COPY OF THE 990 AND ITS AUDITED FINANCIAL STATEMENTS TO ITS WEBSITE. FORM 990, PART VII: THE 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 -607,179. LOSS ON CONTRIBUTIONS RECEIVABLE 57,352. MARCUS GIFT FILM LLC 1001 AVENUE OF AMERICAS NEW YORK NY 10018 237270753 DOCUMENTARY DE 0 -34467 A4BGU CHARITABLE REMAINDER TRUSTS (4) CHARITABLE TRUST NY A4BGU 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0