Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
Bar Ilan University in Israel Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
160 east 56th street
 
Room/suite
City or town, state or country, and ZIP + 4
New York, NY10022
D Employer identification number

13-6192275
E Telephone number

G Gross receipts $ 325,837,701
F Name and address of principal officer:
Professor Moshe Kaveh
Ramat Gan
    52900
IS
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www1.biu.ac.il/indexE.php & www.afbiu.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1962
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: BIU is the fastest growing university in Israel, with 33,000 students. BIU produces students who excel in the sciences, humanities, law, engineering, business and the arts.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 111
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 107
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 31
6 Total number of volunteers (estimate if necessary) .... 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 199,922,595 171,091,529
9 Program service revenue (Part VIII, line 2g) ......... 123,225,106 125,567,085
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,878,382 11,142,949
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,441,053 7,531,051
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 327,467,136 315,332,614
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 23,626,128 43,469,986
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 227,814,935 215,962,230
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,323,420    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 84,442,840 57,638,256
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 335,883,903 317,070,472
19 Revenue less expenses. Subtract line 18 from line 12....... -8,416,767 -1,737,858
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 348,416,519 340,892,476
21 Total liabilities (Part X, line 26)............. 221,306,692 198,032,431
22 Net assets or fund balances. Subtract line 21 from line 20..... 127,109,827 142,860,045
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: BAR-ILAN UNIVERSITY IN ISRAEL CONSISTS OF TWO DIVISIONS, BAR-ILAN UNIVERSITY (BIU), LOCATED IN RAMAT GAN, ISRAEL, AND AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY (AFBIU), LOCATED IN NEW YORK, NY. BAR-ILAN UNIVERSITY IS A REGISTERED ASSOCIATION, THE GOALS OF WHICH ARE TO MAINTAIN, PROMOTE, HOLD AND ADMINISTER THE UNIVERSITY AS AN INSTITUTION OF HIGHER EDUCATION, IN ORDER TO FOSTER AND PROMOTE STUDY AND RESEARCH IN ALL BRANCHES OF THE TORAH AND SCIENCE IN THE SPIRIT OF THE TORAH AND JEWISH TRADITION. THE UNIVERSITY IS AN ACCREDITED INSTITUTION OF HIGHER EDUCATION, ACCORDING TO THE COUNCIL OF HIGHER EDUCATION LAW, 5718-1958, WHICH DEALS WITH RESEARCH AND TEACHING. Bar-Ilan University regards the principles of Judaism as an expression of the uniqueness of the Jewish people. A major objective of the University is to nurture and safeguard these principles and train scholars, researchers and cultural figures who are knowledgeable in the Torah and imbued with the true spirit of Judaism and a love
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 121,317,271 including grants of $ 16,664,432 ) (Revenue $ 94,977,767 )
First and foremost, Bar-Ilan University is an institute of higher learning offering Bachelor's Degree Studies, Master's Degree Studies and Ph.D. Degree Studies to students from around the world. Approximately 33,000 students study at the university and its colleges. In recent years, Bar-Ilan University has been placing emphasis on advanced studies, as evidenced by its growing number of PH.D. students. Bar-Ilan University boasts 76 research centers and institutes and 66 chairs. There are approximately 1,350 faculty members at Bar-Ilan University, 616 of whom are senior members holding positions of lecturer, senior lecturer, associate professor and (full) professor. Teaching and research at Bar-Ilan University are organized within the framework of six faculties, as listed below: 1. The Faculty of Jewish Studies (which includes the Contemporary Judaism study program that is currently included within the framework of the Faculty of Jewish Studies and the Interdisciplinary Studies Committee). 2. The Faculty of Humanities 3. The Faculty of Social Sciences 4. The Mina and Everard Goodman Faculty of Life Sciences 5. The Faculty of Exact Sciences 6. The Faculty of Law The University adheres to its quest for scientific and intellectual excellence. The academic leadership continued to work on encouraging research, improving the academic quality of the departments, promoting teaching and recruiting new staff members, including outstanding scientists returning from abroad and new immigrant scientists - through the implementation of the departmental target model and the 'growth programs' in liberal arts and experimental sciences. Research students and researchers won scholarships and grants, and contributed to the expansion of human knowledge in all fields. The University continued to pursue activities aimed at encouraging University enrollment while raising the bar for admission, absorbing outstanding candidates, and enriching the study programs offered to students. Comprehensive efficiency programs were carried out in all areas of academic administration in order to achieve optimal utilization of academic resources.
4b (Code:   ) (Expenses $ 80,878,181 including grants of $ 26,805,554 ) (Revenue $ 30,589,318 )
Research activities Over the past year, the University continued to attract scientists returning to Israel with the aim of deepening and increasing the research output of academic faculty. University researchers participate in two Centers of Excellence out of the four recently declared by the Israel Science Foundation. These centers enable the absorption of new faculty members and the development of important research areas. The new Faculty of Medicine was opened in Safed, with more than 100 students. Ten new researchers commenced working in the Faculty. The School of Engineering was declared to be a new Faculty of Engineering. The Institute of Nanotechnology continued to develop and grow in terms of researchers, equipment, research activities and research students. In 2011, three new researchers were absorbed in the fields of chemistry, physics and liberal artsand the number of research students increased. In 2011 the new Equipment Center of the Institute was opened; this center houses considerable infrastructure equipment for use by researchers. A new director, coming from Harvard University, was appointed to the Multidisciplinary Center for Brain Research. A dedicated program led to the University absorbing outstanding young scientists, and University researchers continued to develop international contacts with colleagues at other universities and work to foster the exchange of research students.
4c (Code:   ) (Expenses $ 18,655,200 including grants of $ 0 ) (Revenue $ 0 )
AFBIU was organized in the United States to conduct fundraising activities in the United States for the support of BIU's programs in Israel. AFBIU makes certain transmissions of revenues to BIU throughout the year to support University Projects. For the year ending 09/30/2012, this amount is $18,655,200 and is reported on Form 990, Part IX as a program service expenditure.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 220,850,652
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
34
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
31
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIS
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
Yes
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
Yes
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
111
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
107
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , CA , CT , GA , IL , MD , MA , MI , MN , MS , NJ , NY , NC , OR , PA , RI , TN , VA , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
DANIEL ENGEL
160 E 56 ST
new york,NY10022
(212) 906-3900
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Moshe Kaveh
President
 40.0 X   X       244,135   58,919
(2) Chaim Teitlebaum
Rector
 40.0 X   X       224,611   53,816
(3) Chaim Glick
CEO
 40.0 X   X       210,403   43,082
(4) Michael Abeles
Trustee
 1.0 X           0   0
(5) S Daniel Abraham
Trustee
 1.0 X           0   0
(6) Raymond Ackerman
Trustee
 1.0 X           0   0
(7) Moshe Agrest
Trustee
 1.0 X           0   0
(8) Sam Alter
Trustee
 1.0 X           0   0
(9) Aviva Apel
Trustee
 1.0 X           0   0
(10) Zvi Bar
Trustee
 1.0 X           0   0
(11) Yehezkel Barenholtz
Trustee
 1.0 X           0   0
(12) Dvora Berliner
Trustee (through April 2012)
 1.0 X           0   0
(13) Ronnie Benin-Barr
Trustee
 1.0 X           0   0
(14) Yehuda Ben-Meir
Trustee
 1.0 X           0   0
(15) Dina Berniker
Trustee
 1.0 X           0   0
(16) Avraham Blustein
Trustee
 1.0 X           0   0
(17) Pynchas Brener
Trustee
 1.0 X           0   0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Rami Bublil
Trustee
 1.0 X           0   0
(19) Joseph Ciechanover
Trustee
 1.0 X           0   0
(20) Aharon Dahan
Honorary Chairman Board of Tru
 1.0 X           0   0
(21) Nochi Dankner
Trustee
 1.0 X           0   0
(22) Gil Deutch
Trustee
 1.0 X           0   0
(23) Yaakov Dior
Trustee
 1.0 X           0   0
(24) Haim Drukman
Trustee
 1.0 X           0   0
(25) Miriam Faust
Trustee (NON-voting)
 1.0 X           0   0
(26) Israel Feldman
Trustee
 1.0 X           0   0
(27) Maria Finkle
Trustee
 1.0 X           0   0
(28) Yonat Floersheim
Trustee
 1.0 X           0   0
(29) Joseph Frohlich West
Trustee
 1.0 X           0   0
(30) David Fuhrer
Trustee
 1.0 X           0   0
(31) Nessim D Gaon
Trustee
 1.0 X           0   0
(32) Zoltan Gaspar
Trustee
 1.0 X           0   0
(33) David Gradel
Trustee
 1.0 X           0   0
(34) Elisha Haas
Trustee
 1.0 X           0   0
(35) Moshe Hager
Trustee
 1.0 X           0   0
(36) Gideon Hamburger
Trustee
 1.0 X           0   0
(37) Thomas O Hecht
Trustee
 1.0 X           0   0
(38) Fanya G Heller
Trustee
 1.0 X           0   0
(39) Tova Ilan
Trustee
 1.0 X           0   0
(40) Zvi Itzkovitch
Trustee
 1.0 X           0   0
(41) Miron Izakson
Trustee
 1.0 X           0   0
(42) David Jeselsohn
Trustee
 1.0 X           0   0
(43) Michael Jesselson
Trustee
 1.0 X           0   0
(44) Howard Jonas
Trustee
 1.0 X           0   0
(45) MZ Kaddari
Trustee
 1.0 X           0   0
(46) Maurice Kanbar
Trustee
 1.0 X           0   0
(47) Mordecai D Katz
Chairman Board of Trustees
 1.0 X   X       0   0
(48) Arnon Katz
Trustee
 1.0 X           0   0
(49) Yossi Katz
Trustee
 1.0 X           0   0
(50) Zvi Katz
Trustee
 1.0 X           0   0
(51) Nissan Khakshouri
Trustee
 1.0 X           0   0
(52) Morris Khan
Trustee
 1.0 X           0   0
(53) Tzipi Koren
Trustee
 1.0 X           0   0
(54) Barbara Kort
Trustee
 1.0 X           0   0
(55) Mira Koschitsky
Trustee
 1.0 X           0   0
(56) Benny Landa
Trustee
 1.0 X           0   0
(57) Batia Lavie
Trustee
 1.0 X           0   0
(58) Menachem Lebel
Trustee
 1.0 X           0   0
(59) Jane Stern Lebell
Trustee
 1.0 X           0   0
(60) Anne Lehmann
Trustee
 1.0 X           0   0
(61) Aharon Lichtenstein
Trustee
 1.0 X           0   0
(62) Zvi Livnat
Trustee
 1.0 X           0   0
(63) Shabtai Lubel
Trustee
 1.0 X           0   0
(64) Shlomo Mandelbaum
Trustee
 1.0 X           0   0
(65) Diego Marynberg
Trustee
 1.0 X           0   0
(66) Joseph Menis
Trustee
 1.0 X           0   0
(67) Ali Merzbach
Trustee
 1.0 X           0   0
(68) Conrad Morris
Trustee
 1.0 X           0   0
(69) Cherna Moskowitz
Trustee
 1.0 X           0   0
(70) Moshe Moskowitz
Trustee
 1.0 X           0   0
(71) Jack Nagel
Trustee
 1.0 X           0   0
(72) Moshe Naveh
Trustee
 1.0 X           0   0
(73) Moseh Podhorzer
Trustee
 1.0 X           0   0
(74) Gail Propp
Trustee
 1.0 X           0   0
(75) Ruth Rappaport
Trustee
 1.0 X           0   0
(76) Ira Rennert
Trustee
 1.0 X           0   0
(77) Michel Revel
Trustee
 1.0 X           0   0
(78) Ann Rosenberg
Trustee
 1.0 X           0   0
(79) Yehoshua Rosensweig
Trustee
 1.0 X           0   0
(80) David Rubner
Trustee
 1.0 X           0   0
(81) Peter Rzepka
Trustee
 1.0 X           0   0
(82) Jonathan Sacks
Trustee
 1.0 X           0   0
(83) Yehoshua Salti
Trustee
 1.0 X           0   0
(84) Jay Schottenstein
Trustee
 1.0 X           0   0
(85) Yaakov Shahar
Trustee
 1.0 X           0   0
(86) Avi Shaked
Trustee
 1.0 X           0   0
(87) Meir Shamir
Trustee
 1.0 X           0   0
(88) David Shapell
Trustee
 1.0 X           0   0
(89) Ehud Shapira
Trustee
 1.0 X           0   0
(90) Benjamin Sharbat
Trustee
 1.0 X           0   0
(91) Haim Shein
Trustee
 1.0 X           0   0
(92) Amikam Shorer
Trustee
 1.0 X           0   0
(93) Jack Slomovic
Trustee
 1.0 X           0   0
(94) Pinchas Spielman
Trustee
 1.0 X           0   0
(95) Iris Stark
Trustee
 1.0 X           0   0
(96) Norman Sternthal
Trustee
 1.0 X           0   0
(97) Shale Stiller
Trustee
 1.0 X           0   0
(98) Deborah Strassburger
Trustee
 1.0 X           0   0
(99) Moshael J Straus
Trustee
 1.0 X           0   0
(100) Romie Tager
Trustee
 1.0 X           0   0
(101) Tzvi Tal
Trustee
 1.0 X           0   0
(102) Elliot Tannenbaum
Trustee
 1.0 X           0   0
(103) Max Webb
Trustee
 1.0 X           0   0
(104) Gil Weil
Trustee
 1.0 X           0   0
(105) Gabi Weisfeld
Trustee
 1.0 X           0   0
(106) Selig Wengrowsky
Trustee
 1.0 X           0   0
(107) Meir Wilchek
Trustee
 1.0 X           0   0
(108) Mitchell Wohlberg
Trustee
 1.0 X           0   0
(109) Izak Yohai
Trustee
 1.0 X           0   0
(110) Alan Zekelman
Trustee
 1.0 X           0   0
(111) Michel Zimmerman
Trustee
 1.0 X           0   0
(112) Morry Weiss
Trustee
 1.0 X                
(113) Benjamin Sredni
Trustee/Professor
 40.0 X                
(114) Shabtai Lubell
Senior Exec. Vice President
 40.0     X       196,038   22,525
(115) Benjamin Ehrenberg
Vice President for Research
 40.0     X       201,191   49,514
(116) Judith Haimoff
Associate Vice President
 40.0     X       190,621   36,338
(117) Yaffa Zilbershats
Vice President/Deputy Pres.
 40.0     X       201,524   49,050
(118) Relly Shavit
CFO
 40.0     X       178,213   37,425
(119) MATTHEW MARYLES
CEO
 40.0     X       180,000   0
(120) STACY GOODMAN
CFO (thru 03/30/2012)
 40.0     X       136,776   37,158
(121) SUSAN SOLOMON
Chief Admin. Officer
 40.0     X       157,621   14,275
(122) Daniel Engel
Controller (From 04/2012)
       X       0 0 0
(123) Ronald Solomon
Exec. Director - West Coast
 40.0       X     233,777   46,161
(124) Howard Charish
nat'l Director of devel.
 40.0       X     195,878   13,449
(125) Aryeh Reich
PROFESSOR
 40.0         X   276,914   43,342
(126) Moshe Bar
PROFESSOR
 40.0         X   222,046   42,722
(127) Kent Hochberg
PROFESSOR
 40.0         X   214,765   47,039
(128) Chaim Breitbart
PROFESSOR
 40.0         X   213,643   45,256
(129) Ariel Bandor
PROFESSOR
 40.0         X   206,996   22,982
(130) MICHAEL ABIDOR
Executive VP (Thru 3/31/2011)
 40.0           X 238,425   8,056
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,923,577 0 671,109
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet240
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Israel Electric Co
PO BOX 9080
TEL AVIV,0  
IS 		Electrical 5,542,005
Interuniversity Computing Center
15 KLAUZNER
TEL AVIV,061394
IS 		Library Info. Srvs 4,295,837
YM Lev Consulting Services
PO BOX 10162
RAMAT GAN,0  
IS 		Teaching Services 2,334,473
Amishav Inc
137 BIALEK
RAMAT GAN,0  
IS 		Security Services 1,337,409
Rafael Alkabetz and Sons
KAREL NETER 20
RISHON LEZION,0  
IS 		Gardening Services 844,279
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet162
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 154,375,926
f All other contributions, gifts, grants, and
similar amounts not included above1f 		16,715,603
g Noncash contributions included in lines 1a-1f:$ 380,937
h Total. Add lines 1a-1f.......MediumBullet 171,091,529
Program Service Revenue Business Code
2a STUDENT TUITION AND REGISTRATION FEES 900,099 93,314,337 93,314,337    
b RESEARCH INCOME 611,710 30,589,318 30,589,318    
c STUDENT SERVICE FEES 611,710 1,663,430 1,663,430    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 125,567,085
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 11,309,555     11,309,555
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 197,036     197,036
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 10,338,481  
b Less: cost or other basis and sales expenses 10,505,087  
c Gain or (loss) -166,606  
d Net gain or (loss)..........MediumBullet -166,606     -166,606
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a ANCILLARY REVENUE DERIVED FROM ACTIVITIES 900,099 7,334,015     7,334,015
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 7,334,015
12 Total revenue. See Instructions....MediumBullet 315,332,614 125,567,085   18,674,000
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 43,469,986 43,469,986
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,979,043 1,787,426 1,191,617  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 160,659,906 94,246,308 63,848,899 2,564,699
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 3,401,993 2,041,196 1,360,797  
9 Other employee benefits ....... 37,715,308 22,629,185 15,086,123  
10 Payroll taxes ........... 11,205,980 6,723,588 4,482,392  
11 Fees for services (non-employees):        
a Management ...... 7,927   1,022 6,905
b Legal ......... 17,704   14,748 2,956
c Accounting ........... 103,420   86,152 17,268
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 22,279   18,631 3,648
g Other .......... 1,353,494 1,068,094 269,219 16,181
12 Advertising and promotion .... 2,554,523 2,114,899 373,217 66,407
13 Office expenses ....... 1,836,741 1,505,801 294,376 36,564
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 6,697,090 5,314,183 1,131,182 251,725
17 Travel ............ 365,836 227,869 40,212 97,755
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 183,166 134,245 31,438 17,483
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 231,049 118,835 97,368 14,846
23 Insurance .............. 580,234 469,205 94,710 16,319
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a STUDENT SERVICES 7,377,508 6,270,882 1,106,626  
b UNIVERSITY PROJECTS 18,655,200 18,655,200    
c CAMPUS MAINTENANCE 5,751,598 4,888,858 862,740  
d BAD DEBTS 1,606,622 1,606,622 0  
e
f All other expenses 10,293,865 7,578,270 504,931 2,210,664
25 Total functional expenses. Add lines 1 through 24f 317,070,472 220,850,652 90,896,400 5,323,420
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 49,851,956 2 41,127,469
3 Pledges and grants receivable, net ......... 50,070,455 3 40,291,971
4 Accounts receivable, net ......... 14,993,295 4 13,021,976
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 345,328 7 256,581
8 Inventories for sale or use .............. 73,903 8 75,901
9 Prepaid expenses and deferred charges ............ 114,653 9 104,464
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 16,272,915
b Less: accumulated depreciation. ..... 10b 757,259 16,531,431 10c 15,515,656
11 Investments—publicly traded securities .......... 212,720,931 11 220,730,015
12 Investments—other securities. See Part IV, line 11 ...... 0 12 3,335,956
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 3,714,567 15 6,432,487
16 Total assets. Add lines 1 through 15 (must equal line 34)... 348,416,519 16 340,892,476
Liabilities 17 Accounts payable and accrued expenses . 206,786,524 17 185,779,939
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 14,520,168 19 12,252,492
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 0 25 0
26 Total liabilities. Add lines 17 through 25..... 221,306,692 26 198,032,431
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... -104,619,769 27 -86,927,859
28 Temporarily restricted net assets ..... 123,409,417 28 121,635,880
29 Permanently restricted net assets ..... 108,320,179 29 108,152,024
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 127,109,827 33 142,860,045
34 Total liabilities and net assets/fund balances ..... 348,416,519 34 340,892,476
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
315,332,614
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
317,070,472
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-1,737,858
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
127,109,827
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
17,488,076
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
142,860,045
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Bar Ilan University in Israel Inc
  		Employer identification number

13-6192275
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Bar Ilan University in Israel Inc
  		Employer identification number

13-6192275
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Bar Ilan University in Israel Inc
  		Employer identification number

13-6192275
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 119,458,865 114,444,843 111,392,646 96,996,000
b Contributions ........ 6,046,001 1,095,234 4,935,959 1,068,000
c Net investment earnings, gains, and losses ... 3,356,760 1,275,612 -1,840,242 14,567,000
d Grants or scholarships ..... 15,845 14,656 43,520 443,000
e Other expenditures for facilities
and programs ........ 		-11,139,928 -2,657,832   1,883,000
f Administrative expenses ....        
g End of year balance ...... 139,985,709 119,458,865 114,444,843 110,305,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet14.124 %
b
Permanent endowment SchDMd Bullet75.421 %
c
Temporarily restricted endowment SchDMd Bullet10.455 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   15,852,287 554,051 15,298,236
c Leasehold improvements ............   233,474 40,688 192,786
d Equipment ................   187,154 162,520 24,634
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 15,515,656
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Part III   BIU has a vast collection of works of art, books and documents that are used for the benefit of the public and for the student body (for research, education and cultural purposes). BIU does not value these items in its audited financial statements and is not required to include a footnote in its Israel financial statements as it is not subject to SFAS 116.
Part V, Line 4 - BIU   BIU holds an extensive endowment that is intended to fund future student scholarships, as well as educational programs. A specific percentage of the endowment fund is used to support the Benevolent Society for the Support of the Institute of Higher Torah Studies. BIU intends that the endowment's principal be left untouched, while its earnings will be used to fund its educational programs. For 990 reporting, the endowment balances have been converted from shekels to dollars. Since the exchange rate changes from year-to-year, the beginning balance will change accordingly. For consistency's sake, we have carried forward the 09/30/11 endowment balance at the same rate that was used last year. To achieve the proper conversion of the endowment's ending balance at 09/30/2012, a ($11,139,928) currency adjustment is reported on line (e).
Part V, Endowment Supplement - AFBIU   The American Division, likewise, holds an endowment, the funds of which are intended to be used to support BIU's educational mission. In the interests of clarity, AFBIU reports the following: Endowment Assets, beginning of the year - $10,042,139 Endowment Assets, End of the year - $9,929,787 Since the endowments of BIU and AFBIU are maintained separately (and reported in different currencies); in the interests of clarity, the amounts reported in the above table are not reflected on Schedule D, Part V, Line 1 (that table reflects the endowment activity of BIU alone).
Part X, Line 2   BIU's financial statements issued in Israel do not contain a FIN-48 footnote as this is a United States accounting pronouncement. AFBIU's FIN-48 footnote is as follows: The income taxes topic number 740, "Income Taxes" of the FASB Accounting Standards Codification ("Codification") establishes criterion that an individual tax position has to meet for some or all the benefits of that position to be recognized in an entity's financial statements. On initial application, this criterion will be applied to all tax positions for which the statute of limitations remains open. Only tax positions that meet the "more-likely-than-not" recognition threshold at the adoption date will be recognized or continue to be recognized. BIU is not required to adopt the provisions of this criterion as the organization is not a separate legal entity for United States tax purposes. BIU does not file a separate United States tax return and therefore it does not have any tax positions. BIU's activities are reported in the Form 990 of Bar-Ilan University in Israel, Inc., a U.S. entity. BIU is not subject to U.S. Generally Accepted Accounting Principles. Accordingly, BIU has not implemented and these financial statements are not impacted by this new pronouncement.
Parts XI, XII & XIII   BIU and AFBIU receive separate audited financial statements that are compiled by two different accounting firms and are prepared in two different currencies. The first set of financial statements reports the activities of BIU; all financial data is reported in shekels. The second set of financial statements reports the activities of AFBIU; all financial data is reported in dollars. For 990 purposes, the financial data in both reports are combined. DUE TO FLUCTUATIONS IN CURRENCY EXCHANGE RATES AND DIFFERENT ACCOUNTING PRINCIPLES IN THE U.S. VS. ISRAEL, PARTS XI, XII, AND XIII OF SCHEDULE D ARE OMITTED. The 2011 instructions to the Form 990 stipulate that an organization receiving consolidated audited financial statements is not required to complete Schedule D, Parts XI, XII & XIII. While BIU does not receive consolidated audited financial statements per se, the act of combining two separate financial statements to report its activities amounts to the same thing. For these reasons, Bar Ilan University of Israel, Inc. has opted to forego completion of Schedule D, Parts XI, XII & XIII.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,or Form 990-EZ, Part VI, line 48.Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2011
Schedule E (Form 990 or 990EZ) 2011
Page 2
Part II
Supplemental Information
Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
Schedule E, Line 3   BIU'S NONDISCRIMINATORY POLICY IS PUBLISHED IN MOST OF THE UNIVERSITY'S COMMUNICATIONS TO THE PUBLIC, INCLUDING IN BROCHURES, IN NEWSPAPER ARTICLES, ON ITS WEBSITE, AND IN ITS ADMISSION APPLICATION.
Schedule E, Line 6a   THE UNIVERSITY RECEIVES THE overwhelming BULK OF ITS PUBLIC SUPPORT FROM THE ISRAELI PLANNING AND BUDGETING COMMITTEE. THE PLANNING AND BUDGETING COMMITTEE (PBC) FUNDS VARIOUS UNIVERSITIES AND PROVIDES SPECIFIC FUNDING FOR BASIC RESEARCH.
Schedule E (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Middle East and North Africa 1 6,588 Program Services Education/Research 309,434,960
Europe (Including Iceland and Greenland) 1   Fundraising    
South America 1   Fundraising    
East Asia and the Pacific 1   Fundraising    
Central America and the Caribbean     Investments   1,537,862
Middle East and North Africa     Investments   211,489,394
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 4 6,588 522,462,216
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 4 6,588 522,462,216
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Scholarships Middle East/North Africa 1,778 16,664,432 cash      
Research Grants Middle East/North Africa 448 26,805,554 cash      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Schedule F, Part I, Line 2   BIU offers two types of grants to individuals. 1. Student Scholarships - BIU provides student scholarships to individuals who matriculate at the University. These scholarships are based on either merit or need. BIU has a Scholarship Department that oversees and monitors the issuance of grants to students. Since the funds are used exclusively to defray the costs of tuition, monitoring of funds is very limited. 2. Research Grants - BIU provides research grants primarily to graduate students and visiting scientists to conduct research in conjunction with BIU faculty and students.
Schedule F, Part I, Line 3   Bar-Ilan University in Israel, Inc. is an american organization that is, as noted in other parts to the Form 990, comprised of the university itself (BIU), and its fundraising division (AFBIU). BIU is located in the Middle East; AFBIU operates in the United States. The preponderance of BIU's activities are conducted in Israel and the amounts reported as expenditures in the Middle East and North Africa Region represent all costs incurred by BIU in pursuit of operating the University (inclusive of scholarship costs). In recent years, BIU has expanded its fundraising efforts outside Israel (other than in the United States) to those regions listed in Part I, Line 3. BIU is, as of the date of this filing, unable to quantify how many employees are classified as working in each region, but it is expected to be a very small amount. As of the time of filing, BIU has not specifically tracked expenditures related to those regions. Amounts reported as investments in the Caribbean region represent investments held by AFBIU in its portfolio; all of BIU's investments are held in the Middle East Region.
Schedule F, Part III   BIU provides scholarships to students matriculating at the institution at all degree levels. The scholarship breakdown (as reported on Schedule F, Part III is as follows: Bachelor's Degree Students - 1,388 scholarships Master's Degree Students - 293 scholarships Doctorate Degree Students - 97 scholarships BIU also grants various research grants; for the year ending September 30, 2012, BIU awarded 448 research grants.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Moshe Kaveh (i)
(ii)		 244,135
  		0
  		0
  		0
  		58,919
  		303,054
  		 
 
(2) Chaim Teitlebaum (i)
(ii)		 224,611
  		0
  		0
  		0
  		53,816
  		278,427
  		 
 
(3) Chaim Glick (i)
(ii)		 210,403
  		0
  		0
  		0
  		43,082
  		253,485
  		 
 
(4) Shabtai Lubell (i)
(ii)		 196,038
  		0
  		0
  		0
  		22,525
  		218,563
  		 
 
(5) Benjamin Ehrenberg (i)
(ii)		 201,191
  		0
  		0
  		0
  		49,514
  		250,705
  		 
 
(6) Judith Haimoff (i)
(ii)		 190,621
  		0
  		0
  		0
  		36,338
  		226,959
  		 
 
(7) Yaffa Zilbershats (i)
(ii)		 201,524
  		0
  		0
  		0
  		49,050
  		250,574
  		 
 
(8) Relly Shavit (i)
(ii)		 178,213
  		0
  		0
  		0
  		37,425
  		215,638
  		 
 
(9) MICHAEL ABIDOR (i)
(ii)		 74,579
  		0
  		163,846
  		3,063
  		4,993
  		246,481
  		 
 
(10) MATTHEW MARYLES (i)
(ii)		 180,000
  		0
  		0
  		0
  		0
  		180,000
  		 
 
(11) STACY GOODMAN (i)
(ii)		 134,048
  		0
  		2,728
  		11,997
  		25,161
  		173,934
  		 
 
(12) SUSAN SOLOMON (i)
(ii)		 157,621
  		0
  		0
  		5,333
  		8,942
  		171,896
  		 
 
(13) Aryeh Reich (i)
(ii)		 276,914
  		0
  		0
  		0
  		43,342
  		320,256
  		 
 
(14) Moshe Bar (i)
(ii)		 222,046
  		0
  		0
  		0
  		42,722
  		264,768
  		 
 
(15) Kent Hochberg (i)
(ii)		 214,765
  		0
  		0
  		0
  		47,039
  		261,804
  		 
 
(16) Chaim Breitbart (i)
(ii)		 213,643
  		0
  		0
  		0
  		45,256
  		258,899
  		 
 
(17) Ronald Solomon (i)
(ii)		 207,509
  		25,000
  		1,268
  		19,008
  		27,153
  		279,938
  		 
 
(18) Lee Rosenblum (i)
(ii)		 160,568
  		0
  		0
  		0
  		5,789
  		166,357
  		 
 
(19) Howard Charish (i)
(ii)		 195,878
  		0
  		0
  		0
  		13,449
  		209,327
  		 
 
(20) Ariel Bandor (i)
(ii)		 206,996
  		0
  		0
  		0
  		22,982
  		229,978
  		 
 
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J, Part I, Line 4   Former Officer, Michael Abidor, received severance in calendar year 2011; these amounts have been reflected in Form 990, Schedule J, Part II, column b(iii). Schedule J, Part I, Line 7 The organization provided bonuses to one individual reported on Schedule J of the Form 990: Ronald Solomon. Fundraiser, Ronald Solomon, who is an employee of AFBIU (and not an independent contractor), received a bonus based on meeting certain fund-raising-specific performance goals.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 5 380,937 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Form 990, Schedule M, Line 32a   To the extent that BIU (or AFBIU) receives any non-cash donations (usually in the form of securities, bonds, etc), the organization may employ its investment advisor to convert the investments into cash by selling them.
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Identifier Return Reference Explanation
Form 990, General Statement   Bar-Ilan University in Israel, Inc. is a complex entity for U.S. tax reporting purposes. It consists of two separate Divisions, BIU, which operates in Israel, and AFBIU, which conducts fundraising and related activities in the United States. The activities of the two divisions roll into the Form 990 on a combined basis. All program service activities are conducted by BIU and substantially all fixed assets are held by BIU in Israel. BIU receives its own stand-alone financial statements and its financial data is reported in Shekels. For 990 purposes, those financial statements are converted to U.S. dollars using a representative conversion rate. AFBIU is the American fundraising arm of the University, which is located in the United States. AFBIU conducts its affairs, for all intents and purposes, akin to a "Friends of" organization that provides a fundraising mechanism for the benefit of Bar-Ilan University of Israel, Inc. AFBIU is not separately incorporated and is not a separate legal entity; however, it does receive its own audited financial statements (in U.S. dollars). Bar-Ilan University in Israel, Inc. is contemplating changing its internal structure in the near future to simplify its operations and its Form 990 reporting. The Form 990 has several Schedule O footnotes throughout the return to explain certain unusual aspects of the BIU's operations.
Form 990, Part I, Line 5 & Part V, Line 2a   BIU has 6,588 employees. Since these employees are not U.S. residents, they do not receive a Form W-2. Part V, Line 2a and Part I, Line 5 require the organization to report its U.S. employees (as reported on Form W-3). None of the salaries paid to a BIU employee are reported on a U.S. W-2. The 31 employees reported on Part V, Line 2a and Part 1, Line 5 represent employees of AFBIU, the U.S. entity that actually files a Form W-3.
Form 990, Part IV, Line 4 & Schedule C   BIU does conduct lobbying, but it does so outside the United States. BIU undertakes no lobbying activities in the United States and, as such, the organization is taking the position that it does not lobby for U.S. purposes (and can, thus, answer Part IV, Line 4 NO and dispense with filing Schedule C). AFBIU does not undertake any lobbying activities.
Form 990, Part IV, Lines 28(a)-(c)   BIU does not believe that it has any conflicts of interest that need to be reported on Schedule L of the Form 990; however, in the interests of clarity, the organization wishes to disclose that several Board Members have relationships with entities upon which the individual may also sit as a Board Member. BIU maintains that these relationships are incidental and the amounts exchanged between the organizations do not rise to the reporting thresholds required by Schedule L. Alternatively, to the extent that there are any contractual relationships with organizations that Board Members may be involved with, all such contracts are negotiated at arm's length and at market rates (and done in the ordinary course of business). The American Division, AFBIU, has no conflicting relationships to report in any capacity.
Form 990, Part VI, Line 1a & 1b & Part VII   BIU and AFBIU are governed by separate Boards. The BIU Board of Trustees is reported on the Form 990, Part VII. The BIU Board is comprised of 113 individuals (as well as several honorary board members who are not required to be disclosed on the Form 990); 13 of the BIU Board members sit on the AFBIU Board of Overseers. AFBIU has a separate Board of Overseers (comprised of 40 individuals) that oversees U.S. activities, whose members are as follows: S. Daniel Abraham* Harris Bak Steven Berger Daisy Berman Jonathan Blinken Jack Burstein Aharon Dahan* Charles Frankel Daniel Gildin Cheryl Halpern Eleazer Hirmes Stephen Hoffman Beth Jacob (through July 2012) Michael Jesselson* Mordecai Katz* Jane Stern Lebell* Frank Lee Michael Maling Marc Manger (through November 2011) Jack Nagel* Drew Parker Gail Propp* Ira Rennert* Steven Rosenberg Joshua Rosensweig Sheldon Rudoff (through December 2011) Peter Rzepka* David Sable Lawrence Schantz Jay Schottenstein* Daniel Schwimmer Gary Shiffman Rena Slomovic Melvin Stein (through November 2011) Ronnie Stern Moshael Straus* ronald S. Tauber Tom Weisz (through November 2011) Mitchell Wohlberg* Alan Zekelman* * - Denotes individual sits on the BIU Board, as well.
Form 990, Part VI, Line 2   Jane Stern Lebell & Ronnie Stern have a family relationship. Jack Nagel & Drew Parker have a family relationship. Michael Jesselson & Steven Rosenberg have a family relationship. The BIU board contains over 110 individuals, most of whom reside outside the United States. These board members may have family or business relationships. Additional information is available upon request.
Form 990, Part VI, Line 9   Bar-Ilan University in Israel, Inc. has a United States mailing address; however, the majority of BIU's Board members are not U.S. citizens and reside outside the United States (either in Israel or in other foreign countries). Nevertheless, any officer, director, trustee or key employee listed on the Form 990 can be reached at Bar-Ilan University in Israel, Inc.'s United States mailing address.
Form 990, Part VI, Line 11   The information pertaining to BIU was prepared by an internationally renowned accounting firm in Israel in conjunction with BIU's financial department. The combined 990, including information pertaining to AFBIU, was prepared by a renowned national accounting firm in the United States. The 990 was reviewed by management prior to its electronic filing with the Internal Revenue Service. A copy of the Form 990 was submitted to the AFBIU Board prior to its filing. The senior leadership of BIU and the Chairman of the Board of BIU received the form electronically prior to its filing and were instructed to distribute it to the BIU Board.
Form 990, Part VI, Line 12   BIU and AFBIU operate under different conflicts of interest procedures. BIU and its attendant personnel, Board Members and officers perform their job functions in Israel, where they are governed by procedures that are monitored in Israel. BIU's Comptroller will review any potential conflicts. In the U.S., AFBIU is supervised by a separate Board of Overseers. Each officer, board member and key employee of AFBIU is required to annually disclose any conflicts of interest that arise by virtue of their employment, board service, or position. AFBIU monitors compliance with its conflict of interest policy through an annual questionnaire/disclosure statement that is distributed to these individuals. Potential conflicts are reviewed immediately.
Form 990, Part VI, Line 13   BIU does not have a whistleblower policy in place in Israel; however, it does have a document retention policy. AFBIU, located in the United States, has instituted both a whistleblower policy and a document retention policy.
Form 990, Part VI, Line 15   Bar-Ilan University in Israel, Inc. has two classes of officers that are reported on Part VII and Schedule J of the Form 990. according to strict ISRAELI government One officer class serves BIU. None of these officers are U.S. residents and, therefore, are not subject to United States employment tax rules. The compensation for these individuals is established according to strict government guidelines and regulations. These individuals do not have any input into the compensation granted to those persons running BIU. Since compensation is established pursuant to government regulations, the U.S. concept of rebuttable presumption of reasonableness is not an abiding concern. The second officer class serves AFBIU in the United States and is comprised of U.S. Citizens. For these individuals, AFBIU undertakes a thorough process to ensure that the executive compensation it pays to its officers and key employees is reasonable. In relevant part, the AFBIU Board has established a Compensation Committee of independent persons that have no personal interest in the proposed compensation agreement. The Compensation Committee utilizes comparability and benchmarking surveys to ensure that AFBIU compensates its executives commensurate with the market. In the interests of clarity, please note that the following individuals listed on the Form 990 are BIU officers: Moshe Kaveh, President Chaim Teitlebaum, Rector Chaim Glick, CEO Shabtai Lubell, Senior Executive Vice President Benjamin Ehrenberg, Vice President for Research Judith Haimoff, Associate Vice President Yaffa Zilbershats Vice President/Deputy President Relly Shavit, CFO The following individuals are officers of AFBIU: Matthew Maryles, CEO Michael Abidor (Former CEO) Stacy Goodman, (Former CFO) Susan Solomon, CAO Daniel Engel, Controller
Form 990, Part VI, Line 19   The taxpayer makes its Form 990 available to the public by retaining a copy at its place of business in the United States. The Form 990 is likewise published on the internet at www.guidestar.org. The organization's financial statements, governing documents and conflict of interest policy are not ordinarily made available to the public, but, if requested, will be provided at management's discretion.
Form 990, Part VIII, Line 3   Since BIU's investment portfolio is held outside the United States, a detailed schedule of investment gains is unavailable. The University's audited financial statements report the following mix of investment gains and losses: Appreciation of Securities 14,392,793 Interest Income 1,980,666 Currency Exchange 1,608,229 Bank Expenses -235,880 Fund Revaluation -2,590,084 Financing Gains -766,675 --------------------------------------- Total Inv. Gains (Israel) $10,682,852 To the extent any of this investment gain represents a capital gain, it has been reported on Line 3 instead of Line 7. Form 990, Part VIII, Line 11(a) The audited financial statements of BIU are not presented according to US GAAP; accordingly, the classifications of revenue streams are not consistent with U.S. presentation. Miscellaneous income reported on Line 11 represents revenues from a diverse variety of activities undertaken by BIU (e.g. real property rental income); additional detail is available upon request. All of these activities are either related to the University's exempt mission or otherwise excludible as activities that are provided for the convenience of the University's students, faculty and/or visitors. In relevant part, these revenue streams include real property rental income (as well as income from the leasing of roof space for the installation of cell antennae).
Form 990, Part IX   The functional expense classification on Part IX of the Form 990 is broadly representative of the allocation of program service expenses as reported in the Israel financial statements. Unlike most U.S. financial statements, the Israeli financial statements do not allocate expenses between administrative (overhead) expenses and those expenses used in day-to-day programs. BIU has allocated the expenses consistent with the presentation in previous Forms 990. As noted in its audited financial statement, BIU does incur fundraising expenditures; however, the audited financials do not specifically track or identify those expenses in its audited financial statements. For the year ending September 30, 2012, BIU incurred approximately $2,040,000 in fundraising expenses. These amounts have been classified in the aggregate on Line 24(e). For AFBIU's expenses, a precise classification has been included that reconciles back to the audited financial statements.
Form 990, Part IX, Line 5   BIU is reporting its calendar year wages on Form 990, Part IX, Line 5 since a more accurate breakout on a fiscal basis is not available due to the unusual manner in which the Form 990 data for the organization are compiled.
Form 990, Part IX, Line 24(b)   BIU lists an expenditure for University Projects - totaling - $18,655,200. This expense represents amounts granted by AFBIU to the University to fund projects, scholarships, and educational programs. Essentially, this transaction is an expenditure on AFBIU's financial statements, but represents revenue received by BIU in the Israeli financial statements. Since BIU does not specifically identify the revenue in the financial statements as coming from AFBIU, and the amount is allocated to various different revenue accounts, in the interests of clarity, Bar-Ilan University in Israel is reporting both sides of the transaction.
Form 990, Part XI, Line 5   Net Assets Released from Restriction: BIU - $17,876,054 Currency Exchange Valuation and Other Adjustments PER the BIU Financial Statements : - $11,130,976 Unrealized gains and change in value of split interest agreement: - $745,549 ----------------------------------------------------------- Total Changes in Net Assets : $29,752,579
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Bar Ilan University in Israel Inc
 
Employer identification number

13-6192275
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Bar Ilan Research and Development Co
Bar Ilan University
Ramat Gan   52900
IS
RESEARCH IS     Bar Ilan
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Ludwig and Erica Jesselson Higher Torah

Bar Ilan University 52900
ramat gan    
IS
Education IS n/a N/A NA
 
 
No
(2) Haron Dahan Fund for Bar-Ilan University

160 East 56th Street

New York,NY10022
26-3541989 		Fundraising NY 501(c)(3) 11 NA
 
 
No










For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: