2023-08-14T13:44:50-05:00 2022-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2021-10-01 237270753 AMERICANS FOR BEN-GURION UNIVERSITY INC AMER 2126877721 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 DOUG SESERMAN CEO 2126877721 2023-08-15 1 DOUG SESERMAN 999009999 LYNNE JOHNSON P00757336 2123721000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z A4BGU DOUG SESERMAN 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 262898536 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. 73 73 45 73 81835 49698 24184963 29406388 0 0 81043129 27223719 -137931 -242185 105090161 56387922 41698693 49838550 0 0 7064045 6730309 30000 32000 3929200 5560869 6269055 54353607 62869914 50736554 -6481992 873598749 729618143 37408568 33929402 836190181 695688741 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 52795175 49838550 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 ACTVITIES), 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.). 1046497 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. 689623 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. A4BGU MARKETS, RECRUITS, AND INTERVIEWS STUDENTS IN NORTH AMERICA FOR MSIH BY PARTICIPATING IN CONFERENCES, VISITING UNIVERSITIES, AND PRODUCING VIRTUAL AND IN-PERSON EVENTS. 178475 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. 178475 54709770 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 0 0 0 1 1 1 0 0 0 1 29 0 1 45 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 73 73 1 0 0 0 0 0 0 1 1 0 1 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 SHAWN CONSIDINE 2126877721 1001 AVENUE OF THE AMERICAS 19TH FL NEW YORK NY 10018 X TERRI ALPERT BOARD MEMBER 1.00 X 0 0 0 NINA APPEL BOARD MEMBER 1.00 X 0 0 0 JOSHUA ARNOW BOARD MEMBER 1.00 X 0 0 0 KEN BLOOM BOARD MEMBER 1.00 X 0 0 0 DAVID BRESLAUER BOARD MEMBER 1.00 X 0 0 0 JAMES BRESLAUER BOARD MEMBER 1.00 X 0 0 0 SYLVIA BRODSKY BOARD MEMBER 1.00 X 0 0 0 RIVA COLLINS BOARD MEMBER 1.00 X 0 0 0 ROBERT COLTON BOARD MEMBER 1.00 X 0 0 0 NEIL DAVIDOWITZ BOARD MEMBER 1.00 X 0 0 0 MARCI DOLLINGER BOARD MEMBER 1.00 X 0 0 0 LISA FIELD BOARD MEMBER 1.00 X 0 0 0 STEVEN FINKELMAN BOARD MEMBER 1.00 X 0 0 0 ESTHER FOER BOARD MEMBER 1.00 X 0 0 0 DEBORAH FOX BOARD MEMBER 1.00 X 0 0 0 RUSSELL FRANK BOARD MEMBER 1.00 X 0 0 0 RICHARD FREEDMAN BOARD MEMBER 1.00 X 0 0 0 LIS GAINES BOARD MEMBER 1.00 X 0 0 0 STANLEY GINSBURG BOARD MEMBER 1.00 X 0 0 0 MAX GITTER BOARD MEMBER 1.00 X 0 0 0 LLOYD GOLDMAN BOARD MEMBER 1.00 X 0 0 0 CRAIG GRANOWITZ BOARD MEMBER 1.00 X 0 0 0 ELIZABETH GRZEBINSKI BOARD MEMBER 1.00 X 0 0 0 JANE GURAL-SENDERS BOARD MEMBER 1.00 X 0 0 0 CINDY INGERMAN BALICK BOARD MEMBER 1.00 X 0 0 0 MARVIN ISRAELOW BOARD MEMBER 1.00 X 0 0 0 CONNIE KATZ BOARD MEMBER 1.00 X 0 0 0 BARRY KAYNE BOARD MEMBER 1.00 X 0 0 0 TARA KELLEHER BOARD MEMBER 1.00 X 0 0 0 CAROL KIMMEL BOARD MEMBER 1.00 X 0 0 0 DOUGLAS KRUPP BOARD MEMBER 1.00 X 0 0 0 JEFF KUPFER BOARD MEMBER 1.00 X 0 0 0 JAN ABBY LIFF BOARD MEMBER 1.00 X 0 0 0 JILL MAX BOARD MEMBER 1.00 X 0 0 0 ALAN NEWMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL OZER BOARD MEMBER 1.00 X 0 0 0 JEFF POLAK BOARD MEMBER 1.00 X 0 0 0 HUNTER REISNER BOARD MEMBER 1.00 X 0 0 0 BATHSHEVA RIFKIN BOARD MEMBER 1.00 X 0 0 0 STEVE ROGERS BOARD MEMBER 1.00 X 0 0 0 JOSEPH ROSE BOARD MEMBER 1.00 X 0 0 0 CAROL ROTHSCHILD BOARD MEMBER 1.00 X 0 0 0 CAROL SAAL BOARD MEMBER 1.00 X 0 0 0 SHERRIE SAVETT BOARD MEMBER 1.00 X 0 0 0 MAX SCHECHNER BOARD MEMBER 1.00 X 0 0 0 PETER SCHECHTER BOARD MEMBER 1.00 X 0 0 0 LISA SCHELLER BOARD MEMBER 1.00 X 0 0 0 JOEL SHALOWITZ BOARD MEMBER 1.00 X 0 0 0 JESSICA SILLINS BOARD MEMBER 1.00 X 0 0 0 CRAIG SIMON BOARD MEMBER 1.00 X 0 0 0 ERNEST SIMON BOARD MEMBER 1.00 X 0 0 0 DANNA SLUSKY BOARD MEMBER 1.00 X 0 0 0 KATHLEEN SPITZER BOARD MEMBER 1.00 X 0 0 0 ROBIN TOUBIN STEIN BOARD MEMBER 1.00 X 0 0 0 ILANA SUBAR BOARD MEMBER 1.00 X 0 0 0 CHARLES TEMEL BOARD MEMBER 1.00 X 0 0 0 AMY TOLTZ-MILLER BOARD MEMBER 1.00 X 0 0 0 HAREL TURKEL BOARD MEMBER 1.00 X 0 0 0 JEFF ULLMAN BOARD MEMBER 1.00 X 0 0 0 ARIELA WAGNER BOARD MEMBER 1.00 X 0 0 0 IRA WAGNER BOARD MEMBER 1.00 X 0 0 0 DAVID WAGONFELD BOARD MEMBER 1.00 X 0 0 0 LEWIS WINARSKY BOARD MEMBER 1.00 X 0 0 0 TONI YOUNG BOARD MEMBER 1.00 X 0 0 0 MICHAEL ZEIGER BOARD MEMBER 1.00 X 0 0 0 ROY ZUCKERBERG BOARD MEMBER 1.00 X 0 0 0 GARY DEBODE PRESIDENT 3.00 X X 0 0 0 JACOB DAYAN VICE PRESIDENT 3.00 X X 0 0 0 ELLEN MARCUS VICE PRESIDENT 3.00 X X 0 0 0 JOANNE MOORE VICE PRESIDENT 3.00 X X 0 0 0 JOEL REINSTEIN VICE PRESIDENT 3.00 X X 0 0 0 ANDREA GOREN TREASURER 3.00 X X 0 0 0 DONNA LAM SECRETARY 3.00 X X 0 0 0 DOUGLAS SESERMAN CHIEF EXECUTIVE OFFICER 40.00 X 537859 0 185893 TIMOTHY GREENE CHIEF FINANCIAL OFFICER 40.00 X 219634 0 29701 KEVIN LEOPOLD PHILANTHROPIC RELATIONSHIP OFFICER (THRU 10/29/21) 40.00 X 303501 0 51219 KEREN WARANCH CHIEF DEVELOPMENT OFFICER 40.00 X 248039 0 57445 ANDREW HOFFER PHILANTHROPIC RELATIONSHIP OFFICER 40.00 X 194702 0 58148 CLAIRE WINICK PHILANTHROPIC RELATIONSHIP OFFICER 40.00 X 177460 0 40280 JUDITH ALTERMAN PHILANTHROPIC RELATIONSHIP OFFICER 40.00 X 187692 0 15155 1868887 0 437841 18 0 1 0 RUBBER RING FILMS LLC 6615 E PACIFIC COAST HWY STE 150 LONG BEACH CA 90803 FILM PRODUCTION 577913 AB DATA PO BOX 170062 MILWAUKEE WI 53217 DIRECT MAIL 205576 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING/TAX 140883 PERLMAN & PERLMAN LLP 521 FIFTH AVE 30TH FL NEW YORK NY 10175 LEGAL SERVICES 117823 RD DESIGN 1221 TURKEY HILL ROAD MILAN NY 12571 MARKETING DESIGN & PRODUCTION 105300 5 1001854 28404534 1298702 29406388 5568117 81835 5486282 227907531 4500 205934677 321752 21972854 -317252 21655602 21655602 12000 1001854 254185 -242185 -242185 56387922 0 81835 26899699 49838550 49838550 1177453 397615 469186 310652 4365587 1231808 1033829 2099950 219029 61802 51869 105358 572108 161428 135483 275197 396132 111774 93809 190549 522721 488849 33872 182082 33142 148940 142000 17665 124335 32000 32000 2564504 2258960 305544 911981 317224 247832 346925 121302 18195 90977 12130 196926 15754 157541 23631 538552 53999 403555 80998 295616 70483 55633 169500 253481 66792 136550 50139 61878 61878 112957 112957 DOCUMENTARY PRODUCTION 236865 47373 189492 TELECOMMUNICATIONS 80066 7206 64053 8807 BANK FEES 48124 48124 62869914 54709770 4230944 3929200 125 89 8677855 9374063 30234391 32126793 225727 347410 739721 641074 138415 98647 175090926 147157061 656043502 537663891 178116 299760 3009692 2550429 873598749 729618143 1705478 1614597 35703090 32314805 37408568 33929402 X 73871372 61372793 762318809 634315948 836190181 695688741 873598749 729618143 X -6481992 -136068289 2048841 X 0 1 X 1 0 X 21047359 24067130 24847842 24184963 29406388 123553682 21047359 24067130 24847842 24184963 29406388 123553682 8791008 114762674 10077282 19107983 9667220 38279325 5486282 82618092 25031 86052 10923 81835 203841 55800 103000 32031 4308 12000 207139 206582754 0.55550 0.56510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT GROSS INCOME - 2017 AMOUNT: $ 55,800. 2018 AMOUNT: $ 103,000. 2019 AMOUNT: $ 32,031. 2020 AMOUNT: $ 4,308. 2021 AMOUNT: $ 12,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 999105 0 91250 X 0 744016605 2085777 -96277935 32676574 2258960 614888913 638763617 1935427 137258192 31893308 2047323 744016605 631283423 6631979 37227094 34028027 2350852 638763617 647275354 6816399 15138146 36483071 1463405 631283423 383330771 250022998 39247653 24875036 451032 647275354 0.00000 1.00000 0.00000 1 0 552857 486438 66419 99924 67696 32228 86940 86940 0 98647 INVESTMENT FUNDS 358480675 F INVESTMENTS HELD IN ISRAEL 153615767 F U.S. TREASURIES AND OTHER BONDS 25567449 F 537663891 DUE TO BEN-GURION UNIVERSITY 19280778 OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS 12900013 DEFERRED LEASE OBLIGATIONS AND INCENTIVE 129394 OTHER LIABILITIES 4620 32314805 X -80148685 -136068289 2048841 -134019448 53870763 2564504 -47345 2517159 56387922 60352755 47345 47345 60305410 2564504 2564504 62869914 PART III, LINE 4: COLLECTION OF SEVERAL THOUSAND BOOKS AND OTHER PUBLICATIONS ON HERPETOLOGY DONATED MANY YEARS AGO TO A4BGU; THEY ARE ON LONG TERM LOAN AT NO CHARGE TO BEN-GURION UNIVERSITY, AND THE BOOK VALUE IS $999,105. AN ART DEALER DONATED OVER 100 PAINTINGS VALUED AT $509,540 IN 2008. SINCE THEN A4BGU HAS BEEN SELLING THESE PAINTINGS. THE BOOK VALUE OF UNSOLD PAINTINGS IS $91,250. 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, 2022 AND 2021, 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 FOR YEARS BEFORE 2019 WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 2,120,415. LOSS ON UNCOLLECTABLE RECEIVABLES -71,574. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -47,345. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 47,345. 1 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 153615767 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES & FUNDRAISING PAYMENTS TO AGENT LOCATED AT BGU AND FUNDRAISING AND AWARENESS 267400 MIDDLE EAST AND NORTH AFRICA 0 1 GRANTS TO RECIPIENTS LOCATED IN THE REGION 49838550 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 163313232 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 2409581 0 2 0 0 0 2 369444530 0 369444530 MIDDLE EAST AND NORTH AFRICA ACADEMIC PROGRAMS AND RESEARCH 22441484 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA CAPITAL PROJECTS 18712613 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA SCHOLARSHIPS 5709836 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA COMMUNITY OUTREACH 691854 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA MEDICAL SCHOOL AND HEALTH SERVICES 1736879 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA ACADEMIC CHAIRS 545884 WIRE TRANSFER 0 1 1 1 0 1 1 1 0 PART I, LINE 2: A4BGU'S ACCOUNTING FIRM RECONCILES A SAMPLING OF GRANTS BETWEEN A4BGU AND BGU, PERFORMING TESTING TO VERIFY GRANTED FUNDS ARE APPLIED PROPERLY TO DONORS' RESTRICTIONS OR INTENDED GIFT PURPOSE. IN ADDITION, FOR CERTAIN MAJOR GRANTS, A4BGU HAS AN OVERSIGHT COMMITTEE, COMPOSED OF MEMBERS OF ITS BOARD, TO OVERSEE THE PROGRESS OF SELECTED PROJECTS FUNDED BY THESE GRANTS. BGU REPORTS ANNUALLY TO THE COMMITTEE ON HOW FUNDS WERE USED THAT YEAR. PART III ACCOUNTING METHOD: X X X X X 1 AB DATA LTD PO BOX 170062 MILWAUKEE WI 53217 DIRECT MAIL SOLICITATIONS 1 177544 29000 148544 177544 29000 148544 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 CTR II VIRTUAL 760309 760309 72967 148950 TRIBUTE EVENT 253545 241545 12000 1430 10055 1875 18908 1013854 1001854 12000 1430 10055 74842 167858 254185 -242185 X 1 1 X X X X 1 1 0 0 0 0 0 0 0 DOUGLAS SESERMAN CHIEF EXECUTIVE OFFICER 501394 0 0 0 36465 0 130900 0 54993 0 723752 0 0 0 KEVIN LEOPOLD PHILANTHROPIC RELATIONSHIP OFFICER (THRU 10/29/21) 174101 0 0 0 129400 0 12899 0 38320 0 354720 0 0 0 KEREN WARANCH CHIEF DEVELOPMENT OFFICER 247877 0 0 0 162 0 14814 0 42631 0 305484 0 0 0 ANDREW HOFFER PHILANTHROPIC RELATIONSHIP OFFICER 194237 0 0 0 465 0 12057 0 46091 0 252850 0 0 0 TIMOTHY GREENE CHIEF FINANCIAL OFFICER 219386 0 0 0 248 0 13348 0 16353 0 249335 0 0 0 CLAIRE WINICK PHILANTHROPIC RELATIONSHIP OFFICER 176508 0 0 0 952 0 10852 0 29428 0 217740 0 0 0 JUDITH ALTERMAN PHILANTHROPIC RELATIONSHIP OFFICER 186979 0 0 0 713 0 10415 0 4740 0 202847 0 0 0 PART I, LINE 1A PER THE CEO'S EMPLOYMENT AGREEMENT, HE IS ENTITLED TO A MONTHLY 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): KEVIN LEOPOLD, PHILANTHROPIC RELATIONSHIP OFFICER, RECEIVED $128,986. 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 OCTOBER 1, 2017. 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 PERIOD 12/31/2021, WERE PAID TO THE CEO. X 49 1296702 FMV X 1 2000 FMV 0 0 0 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS SHOWN ABOVE REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS OF NON-CASH GIFTS DURING THE YEAR. PART I, LINE 32B: 1. ART WORK HELD AT THE STUDIO TO BE SOLD 2. CHARLES SCHWAB FOR STOCK CONTRIBUTIONS FORM 990, PART I, ITEM C DBA: A4BGU FORM 990, PART VI, SECTION A, LINE 2 1. JAMES BRESLAUER AND DAVID BRESLAUER HAVE A FAMILY RELATIONSHIP. 2. LLOYD GOLDMAN AND MARVIN ISRAELOW HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 10B A4BGU HAS LOCAL CHAPTERS IN SOME PARTS OF THE COUNTRY WHERE IT HAS IDENTIFIED LOCAL LAY LEADERSHIP AND SUPPORTERS. THE COMPLIANCE OF CHAPTERS WITH POLICIES AND PROCEDURES GUIDED BY THE NATIONAL ORGANIZATION IS ASSURED IN TWO WAYS: 1. LOCAL CHAPTERS ARE GUIDED BY A4BGU'S PROFESSIONAL DEVELOPMENT STAFF. 2. LOCAL CHAPTERS INCLUDE ONE OR MORE MEMBERS OF A4BGU'S NATIONAL BOARD (WHICH IS A4BGU'S GOVERNING BODY). 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 PER ITS BY-LAWS, A4BGU HAS A COMPENSATION COMMITTEE THAT MAKES COMPENSATION RECOMMENDATIONS FOR THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE BASES ITS RECOMMENDATION ON PERFORMANCE IN DETERMINING COMPENSATION AND SUPPLEMENTAL BENEFITS AND PERQUISITES, UTILIZING RELEVANT MARKET COMPETITIVE DATA. THE RECOMMENDATIONS ARE APPOVED BY THE EXECUTIVE COMMITTEE. 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 2,120,415. LOSS ON UNCOLLECTABLE RECEIVABLES -71,574. MARCUS GIFT FILM LLC 1001 AVENUE OF AMERICAS NEW YORK NY 10018 237270753 DOCUMENTARY DE 0 2000 A4BGU CHARITABLE REMAINDER TRUSTS (6) CHARITABLE TRUST NY AABGU 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0