2026-05-06T17:41:28-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 951684064 AMERICAN JEWISH UNIVERSITY AMER 3104769777 5000 VAN NUYS BOULEVARD 400 SHERMAN OAKS CA 91403 AMY LATZER COO/CFO 3104769777 2026-05-06 1 0 LAUREN A HAVERLOCK P00545829 8185771900 2026-05-06 2024 2025-03-06 01:10:19Z X AMY LATZER 5000 VAN NUYS BOULEVARD 400 SHERMAN OAKS CA 91403 44245441 0 X WWW.AJU.EDU X 1941 CA AMERICAN JEWISH UNIVERSITY ADVANCES AND ELEVATES THE JEWISH JOURNEY OF INDIVIDUALS, ORGANIZATIONS AND OUR COMMUNITY THROUGH EXCELLENCE IN SCHOLARSHIP, TEACHING, ENGAGED CONVERSATION, EXPERIENTIAL EDUCATION, AND OUTREACH. 26 26 31 26 3332 0 5818209 7439802 10350818 10794152 41802008 3291417 215175 120108 58186210 21645479 2249068 3022195 0 0 13766820 15460530 0 0 1692269 11871176 9741464 27887064 28224189 30299146 -6578710 131254912 131488887 9812209 10052907 121442703 121435980 X AMERICAN JEWISH UNIVERSITY (AJU) ADVANCES AND ELEVATES THE JEWISH JOURNEY OF INDIVIDUALS, ORGANIZATIONS AND OUR COMMUNITY THROUGH EXCELLENCE IN SCHOLARSHIP, TEACHING, ENGAGED CONVERSATION, AND OUTREACH. AJU IS A THRIVING CENTER OF JEWISH RESOURCES AND TALENT THAT SERVES THE JEWISH COMMUNITY OF THE TWENTY-FIRST 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 8620463 1860031 3561942 ACADEMIC AND COMMUNITY PROGRAMS:ACADEMIC PROGRAMS INCLUDE: BA OF EARLY CHILDHOOD EDUCATION, MASTER'S IN EARLY CHILDHOOD EDUCATION, MASTER'S IN BUSINESS ADMINISTRATION, MARS - ZIEGLER GRADUATE PROGRAM FOR THE TRAINING OF CONSERVATIVE RABBIS. OTHER CERTIFICATE PROGRAMS INCLUDE: JEWISH LEARNING EXPERIENCE FOR HIGH SCHOOL STUDENTS TO EARN COLLEGE CREDIT PARTNERING WITH LOCAL COMMUNITIES TO OFFER MEANINGFUL LEARNING. JEWISH EDUCATION EXCELLENCE PROJECT WHICH IS A MENTOR TEACHER CERTIFICATE PROGRAM. EARLY CHILDHOOD EXTENSION PROGRAM FOR WORKING ADULTS AND LIFELONG LEARNERS TO MEET OTHER PASSIONATE EDUCATORS FROM AROUND THE COUNTRY.SEE SCHEDULE OCOMMUNITY PROGRAMS THROUGH THE MAAS CENTER INCLUDE: INTRODUCTION TO JUDAISM IS A PROGRAM REACHING A GLOBAL AUDIENCE THROUGH ONLINE COURSES AND FOSTERING JEWISH CONNECTIONS AND EDUCATION FOR INDIVIDUALS FROM ALL WALKS OF LIFE. OUR MIKVAH IS A JEWISH RITUAL POOL USED TO ADD A SACRED DIMENSION TO LIFE EVENTS, INCLUDING CELEBRATING TIMES OF JOY, MARKING SIGNIFICANT TRANSITIONS, OR HEALING. BCI IS A TRANSFORMATIVE EXPERIENCE FOR PARTICIPANTS AGES 20-29 WHO COME TOGETHER FOR A MULTI-DAY RETREAT TO CONNECT AND RECONNECT WITH THEMSELVES. MARRIAGE FOR LIFE IS A PROGRAM EMPOWERING COUPLES AT ANY STAGE TO BUILD FOUNDATIONS OF AN ENDURING RELATIONSHIP. 4110794 0 2815675 CONFERENCE CENTER:THE AMERICAN JEWISH UNIVERSITY CONFERENCE PROGRAM CONSISTS OF THE BRANDEIS-BARDIN CAMPUS. 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. 3917247 157053 4033401 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. 1972503 1005111 383134 WHIZIN CENTER/OFFICE FOR OPEN LEARNING CREATES AN OFFERS PROGRAMS TO HELP JEWS AND OTHERS ON A JOURNEY OF JEWISH LEARNING, CONNECTING THEM TO KNOWLEDGE, AND TO TEACH EACH OTHER THROUGH CLASSES, LECTURES, TOURS, GUEST SPEAKERS AND MULTI-MEDIA CONTENT. CLASSES AND LECTURES ARE A MIX OF IN-PERSON, WEB, AND HYBRID, AND FEATURE BOTH FACULTY FROM AMERICAN JEWISH UNIVERSITY AND GUEST SPEAKERS. STUDENTS ARE A CROSS-SECTION OF LOCAL, NATIONAL, AND INTERNATIONAL.RESULTING FROM THE SALE OF THE PROPERTY THE UNIVERSITY COMPLETED, AND CASH PROCEEDS RECEIVED, SEVERAL GRANTS WERE PAID OUT AS DESIGNATED BY THE ENDOWMENT. 1972503 1005111 383134 18621007 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 453 0 1 31 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MONICA EMERSON 3104401548 5000 VAN NUYS BLVD SUITE 400 SHERMAN OAKS CA 91403 JEFFREY HERBST PRESIDENT - 05/05/25 35.00 0.50 X X 511744 0 37699 ADRIAN BREITFELD BEDER VP FOR FINANCE & ADMIN/CFO 35.00 X 389189 0 13885 SUZANNE JONES BOOKBINDER VP OF ADVANCEMENT 35.00 X 241856 0 25885 BRADLEY S ARTSON VP AND ABNER & ROSLYN GOLDSTINE DEANS CHAIR 35.00 X 163539 0 96847 TARLAN RAHEL RABIZADEH VP FOR JEWISH ENGAGEMENT 35.00 X 133155 0 101525 MICHELLE IRIS MAMANE-STARKMAN VP COMMUNICATIONS 35.00 X 204026 0 22047 AARON M GOLDBERG VP AND DIRECTOR OF CAMP ALONIM 35.00 X 190999 0 18504 LYNN MARIA WITHERSPOON SENIOR DIRECTOR OF ADVANCEMENT 35.00 X 180851 0 20854 ROBBIE J TOTTEN PROVOST & VP OF ACADEMIC AFFAIRS 35.00 X 181126 0 18127 CHERYL PERETZ VICE DEAN ZIEGLER SCHOOL OF RABBINIC STUDIES 35.00 X 120401 0 71335 MATTHEW JEREMY DAVIDSON SENIOR DIRECTOR OF ADVANCEMENT 35.00 X 162072 0 21424 MARGARET YUNG SR DIRECTOR FINANCIAL PLANNING & ANALYSIS 35.00 X 159376 0 19364 BRUCE POWELL DEAN MASOR SCHOOL FOR JEWISH EDUCATION & LEADER 35.00 X 156118 0 0 MARK EDWARD OPPENHEIMER FORMER VP OF OPEN LEARNING 35.00 X 106760 0 4574 HAROLD MASOR CHAIR 0.50 X X 0 0 0 LAWRENCE PLATT VICE CHAIR 0.50 X X 0 0 0 DAVID WEINER TREASURER 0.50 X X 0 0 0 JEFFREY LEVINE SECRETARY 0.50 X X 0 0 0 ANNIE AUSTIN DIRECTOR 0.50 X 0 0 0 BENJAMIN BRESLAUER DIRECTOR 0.50 X 0 0 0 JEROME COBEN DIRECTOR 0.50 X 0 0 0 ABNER GOLDSTINE DIRECTOR 0.50 X 0 0 0 LISA HOFHEIMER DIRECTOR 0.50 X 0 0 0 MARK LAINER DIRECTOR 0.50 X 0 0 0 NORM LEVINE DIRECTOR 0.50 X 0 0 0 JUSTINE SCHREYER LEWIN DIRECTOR 0.50 X 0 0 0 FRANCIS S MAAS DIRECTOR 0.50 X 0 0 0 VIRGINIA MAAS DIRECTOR 0.50 0.50 X 0 0 0 STACY PALBAUM DIRECTOR 0.50 X 0 0 0 MURRAY PEPPER DIRECTOR 0.50 X 0 0 0 NIKI REZZADEH DIRECTOR 0.50 X 0 0 0 RICK RICHMAN DIRECTOR 0.50 X 0 0 0 DENA SCHECHTER DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL SCHEINBERG DIRECTOR 0.50 X 0 0 0 ELON SPAR DIRECTOR 0.50 X 0 0 0 CHARLOTTE SKURA DIRECTOR 0.50 X 0 0 0 ROBBIN STEIF DIRECTOR 0.50 X 0 0 0 JEFFREY TRENTON DIRECTOR 0.50 X 0 0 0 YAIR VARDI DIRECTOR 0.50 X 0 0 0 MICHAEL ZIERING DIRECTOR 0.50 X 0 0 0 2901212 0 472070 25 0 1 0 AEGIS SECURITY & INVESTIGATIONS INC 10866 WASHINGTON BLVD CULVER CITY CA 90232 SECURITY 507162 BASE8 INC 12725 VENTURA BLVD STE J STUDIO CITY CA 91604 INFORMATION TECHNOLOGY 329143 GEOVANY CLEANING SERVICES 8806 SNOWDEN AVE ARLETA CA 91331 CLEANING, MAINTENANCE AND REPAIR 270848 TWENTY3VENTURES LLC 4511 LA BREA ST OXNARD CA 93035 CONSULTING 180000 COZEN O'CONNOR 1650 MARKET ST STE 2800 PHILADELPHIA PA 19103 LEGAL 164137 11 552867 150000 6736935 21934 7439802 CAMP FEES 611710 4033401 4033401 TUITION 611710 3001567 3001567 CONFERENCE CENTER 611710 2815675 2815675 MAAS CENTER INCOME 611710 560375 560375 WHIZIN CENTER INCOME 611710 379675 379675 3459 3459 10794152 1609830 -9642 1619472 312549 0 312549 312549 12974 299575 24029487 22347900 1681587 1681587 1681587 46500 552867 252062 -205562 -205562 OTHER INCOME 900099 13121 13121 13121 21645479 10794152 3332 3408193 1005111 1005111 2017084 2017084 3375540 988453 2050043 337044 9552553 6928369 1811180 813004 258494 160846 67661 29987 1473742 857684 526415 89643 800201 500492 226216 73493 117189 16452 99327 1410 126450 126450 84764 84764 124885 124885 1998605 816053 1109570 72982 76793 58826 17967 154926 66949 74982 12995 710060 80878 567674 61508 2528622 1845526 601313 81783 283686 212728 68731 2227 772748 751304 21444 883482 799022 69150 15310 FOOD SERVICES 847021 800784 37224 9013 BANK & CREDIT CARD FEES 198353 163104 32149 3100 TAXES & LICENSES 85214 51042 34171 UBIT TAX 9018 9018 739648 491282 244359 4007 28224189 18621007 7910912 1692269 1971655 1451372 13444108 4463135 6517999 8050009 3031104 1379855 130787 137000 460216 709122 35066580 19508265 15334632 15558315 56539382 57788217 29566759 38125197 4258270 3826665 131254912 131488887 2569650 2737422 3034443 3539263 4208116 3776222 9812209 10052907 X 22507085 18373750 98935618 103062230 121442703 121435980 131254912 131488887 X -6578710 6742446 -170459 X 0 1 X 1 1 1 X 9353549 10992962 8839490 5793209 7439802 42419012 9353549 10992962 8839490 5793209 7439802 42419012 5975825 36443187 1473003 1885294 3554267 1565704 1919047 10397315 42942 42942 2872 40301 31046 53238 13121 140578 52999847 48311823 0.68760 0.65110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME FROM VARIOUS SOURCES - 2020 AMOUNT: $ 2,872. 2021 AMOUNT: $ 40,301. 2022 AMOUNT: $ 31,046. 2023 AMOUNT: $ 53,238. 2024 AMOUNT: $ 13,121. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 84764 0 0 84764 0 PART II-B, LINE 1: LOBBYING FEES PAID TO GOVERNMENT ADVOCATES WHO ADVOCATED AT THE STATE CAPITAL FOR GRANTS TO SUPPORT THE CAPITAL CAMPAIGN. X 0 25527304 80650 2095696 688462 27015188 24039640 578913 1979671 140466 930454 25527304 23186841 72593 1072171 291965 24039640 26306540 11532 -2386875 744356 23186841 22351878 7650 4623971 676959 26306540 0.00000 0.56000 0.44000 0 0 4736714 4736714 25495318 17780392 7714926 2611350 1727873 883477 2223198 2223198 15558315 ALTERNATIVE STRATEGIES 31096994 F MUTUAL WATER COMPANY 75000 F INVESTMENT IN ZSRS 6953203 C 38125197 LIABILITY UNDER GIFT ANNUITIES 5067 OPERATING LEASE LIABILITY 3771155 3776222 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 STATEMENTS OF FINANCIAL POSITION. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED 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 OR FOR DIRECT CARE OF THE COLLECTION. SUBSEQUENT TO YEAR END, THE UNIVERSITY REACHED AN AGREEMENT WITH THE NATIONAL LIBRARY OF ISRAEL TO TRANSFER ITS RARE BOOKS COLLECTION. 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, 2025, AND 2024, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE UNIVERSITY IS NOT EXEMPT FROM INCOME TAXES ON UNRELATED BUSINESS INCOME. 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 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 N/A 9310000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS N/A 710000 0 0 0 0 0 0 10020000 0 10020000 1 0 1 0 1 0 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. AJU GALA 599367 552867 46500 128243 117868 5951 599367 552867 46500 128243 117868 5951 252062 -205562 1 SKIRBALL CULTURAL CENTER 2701 N SEPULVEDA BLVD LOS ANGELES CA 90049 954538371 501(C)(3) 1005111 0 GENERAL SUPPORT 1 0 SCHOLARSHIPS / FINANCIAL AID 431 2017084 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. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JEFFREY HERBST PRESIDENT - 05/05/25 511744 0 0 0 0 0 21374 0 16325 0 549443 0 0 0 ADRIAN BREITFELD BEDER VP FOR FINANCE & ADMIN/CFO 339189 0 50000 0 0 0 13535 0 350 0 403074 0 0 0 SUZANNE JONES BOOKBINDER VP OF ADVANCEMENT 241856 0 0 0 0 0 10323 0 15562 0 267741 0 0 0 BRADLEY S ARTSON VP AND ABNER & ROSLYN GOLDSTINE DEANS CHAIR 163539 0 0 0 0 0 6497 0 90350 0 260386 0 0 0 TARLAN RAHEL RABIZADEH VP FOR JEWISH ENGAGEMENT 133155 0 0 0 0 0 5472 0 96053 0 234680 0 0 0 MICHELLE IRIS MAMANE-STARKMAN VP COMMUNICATIONS 204026 0 0 0 0 0 8379 0 13668 0 226073 0 0 0 AARON M GOLDBERG VP AND DIRECTOR OF CAMP ALONIM 190999 0 0 0 0 0 7643 0 10861 0 209503 0 0 0 LYNN MARIA WITHERSPOON SENIOR DIRECTOR OF ADVANCEMENT 180851 0 0 0 0 0 7333 0 13521 0 201705 0 0 0 ROBBIE J TOTTEN PROVOST & VP OF ACADEMIC AFFAIRS 181126 0 0 0 0 0 7246 0 10881 0 199253 0 0 0 CHERYL PERETZ VICE DEAN ZIEGLER SCHOOL OF RABBINIC STUDIES 120401 0 0 0 0 0 5357 0 65978 0 191736 0 0 0 MATTHEW JEREMY DAVIDSON SENIOR DIRECTOR OF ADVANCEMENT 162072 0 0 0 0 0 7059 0 14365 0 183496 0 0 0 MARGARET YUNG SR DIRECTOR FINANCIAL PLANNING & ANALYSIS 159376 0 0 0 0 0 6442 0 12922 0 178740 0 0 0 BRUCE POWELL DEAN MASOR SCHOOL FOR JEWISH EDUCATION & LEADER 156118 0 0 0 0 0 0 0 0 0 156118 0 0 0 PART I, LINE 1A BRADLEY ARTSON, VICE PRESIDENT, TARLAN RAHEL RABIZADEH, VICE PRESIDENT FOR JEWISH ENGAGEMENT, CHERYL PERETZ, VICE DEAN RECEIVED A PARSONAGE ALLOWANCE. PARSONAGE IS EXEMPT FROM TAXABLE WAGES AND IS INCLUDED UNDER THE NONTAXABLE BENEFITS SECTION. PART I, LINE 7 ADRIAN BREITFELD, VP FOR FINANCE & ADMIN/CFO RECEIVED A BONUS DURING THE 2024 CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE INCLUDES THE BOARD CHAIR, PRESIDENT, SECRETARY, TREASURER, VICE-CHAIRS, VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND CFO, 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. FORM 990, PART VI, SECTION B, LINE 11B DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION 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 VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND CFO 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. AN INDEPENDENT CONSULTING FIRM PARTICIPATES IN THE EXECUTIVE COMPENSATION COMMITTEE MEETING, PERFORMS RESEARCH AND PROVIDES RECOMMENDATIONS 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: PLEDGE WRITE OFFS -170,749. CHANGES IN VALUE OF ANNUITIES 290. AJU BBI HOLDINGS LLC 5000 VAN NUYS BLVD SUITE 400 SHERMAN OAKS CA 91403 TITLE HOLDING CA 0 10681636 AMERICAN JEWISH UNIVERSITY AJU PEPPERTREE HOLDINGS LLC 5000 VAN NUYS BLVD SUITE 400 SHERMAN OAKS CA 91403 TITLE HOLDING CA 0 1770000 AMERICAN JEWISH UNIVERSITY UNIVERSITY OF JUDAISM FOUNDATION 5000 VAN NUYS BLVD SUITE 400 SHERMAN OAKS CA 91403 953637239 TO SUPPORT AMERICAN JEWISH UNIVERSITY CA 501(C)(3) PF AMERICAN JEWISH UNIVERSITY 1 ZSRS FUND LLC 15760 VENTURA BLVD SUITE 801 ENCINO CA 91436 202587256 REAL ESTATE INVESTMENTS CA AMERICAN JEWISH UNIVERSITY EXCLUDED 1434916 11802076 0 12974 0 1.00000 BRANDEIS MUTUAL WATER CO 5000 VAN NUYS BLVD SUITE 400 SHERMAN OAKS CA 91403 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 580000 BOOK VALUE