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BRANDEIS UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349300144
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T07:42:11-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRANDEIS UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRANBusinessNameControlTxt
Phone7817362000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL SOLOMONPersonNm
Person TitleCFO AND TREASURERPersonTitleTxt
Phone7817368539PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN ANDERSONPreparerPersonNm
PTINP01231300PTIN
Phone6179881000PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerARTHUR LEVINEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$746,691,599GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRANDEIS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee5169TotalEmployeeCnt
Total Volunteers1552TotalVolunteersCnt
Total Gross UBI-$523,672TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$708,583NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$42,854,023PYContributionsGrantsAmt
CY Contributions Grants$117,243,006CYContributionsGrantsAmt
PY Program Service Revenue$421,920,365PYProgramServiceRevenueAmt
CY Program Service Revenue$370,029,559CYProgramServiceRevenueAmt
PY Investment Income$7,633,059PYInvestmentIncomeAmt
CY Investment Income$10,177,134CYInvestmentIncomeAmt
PY Other Revenue$6,285,752PYOtherRevenueAmt
CY Other Revenue$5,073,198CYOtherRevenueAmt
PY Total Revenue$478,693,199PYTotalRevenueAmt
CY Total Revenue$502,522,897CYTotalRevenueAmt
PY Grants And Similar Paid$122,135,163PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$127,730,690CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$235,453,211PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$247,077,344CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,995,036CYTotalFundraisingExpenseAmt
PY Other Expenses$158,701,867PYOtherExpensesAmt
CY Other Expenses$171,214,760CYOtherExpensesAmt
PY Total Expenses$516,290,241PYTotalExpensesAmt
CY Total Expenses$546,022,794CYTotalExpensesAmt
PY Revenues Less Expenses-$37,597,042PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$43,499,897CYRevenuesLessExpensesAmt
Total Assets BOY$1,729,108,819TotalAssetsBOYAmt
Total Assets EOY$1,755,184,696TotalAssetsEOYAmt
Total Liabilities BOY$338,267,424TotalLiabilitiesBOYAmt
Total Liabilities EOY$325,555,448TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,390,841,395NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,429,629,248NetAssetsOrFundBalancesEOYAmt
MissionAS A RESEARCH UNIVERSITY, BRANDEIS UNIVERSITY IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$358,640,554ExpenseAmt
Grant$121,483,489GrantAmt
Revenue$304,944,848RevenueAmt
DescINSTRUCTIONAL AND ACADEMIC SUPPORT:BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 5,000, INCLUDING UNDERGRADUATES AND GRADUATE STUDENTS. WE HAVE A GRADUATE SCHOOL OF ARTS AND SCIENCES AND TWO PROFESSIONAL SCHOOLS, THE HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT AND THE INTERNATIONAL BUSINESS SCHOOL. THE RABB SCHOOL OF CONTINUING STUDIES OFFERS GRADUATE PROFESSIONAL PROGRAMS FOR PART-TIME STUDENTS. MANY ACADEMIC PROGRAMS ARE ENRICHED BY MYRIAD INTERACTIONS WITH THE NUMEROUS OTHER LEADING UNIVERSITIES IN THE AREA. WE WORK TO CONNECT THEORY AND PRACTICE THROUGH FIELD WORK AND EXPERIENTIAL LEARNING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$68,773,787ExpenseAmt
Grant$6,247,201GrantAmt
Revenue$14,539,489RevenueAmt
DescSPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND CORPORATIONS. BRANDEIS RESEARCH IS AT THE HEART OF MANY SOCIETAL, ARTISTIC, INTELLECTUAL AND SCIENTIFIC ADVANCES. RESEARCH AT BRANDEIS IS INTERDISCIPLINARY, BOLD AND COLLABORATIVE. IT'S AN APPROACH THAT ENABLES THE FACULTY TO LEVERAGE THE RELATIVELY SMALL SIZE OF THE UNIVERSITY TO ACHIEVE AN IMPACT WELL BEYOND THE SUM OF ITS PARTS. BRANDEIS IS WHOLLY COMMITTED TO THE PROPOSITION THAT BASIC RESEARCH IS THE ENGINE OF INNOVATION IN HUMAN HEALTH AND WELL-BEING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$44,416,054ExpenseAmt
Revenue$51,360,189RevenueAmt
DescAUXILIARY ENTERPRISES: BRANDEIS UNIVERSITY SERVES THE NEEDS AND INTERESTS OF STUDENTS AND HAS BROAD RESPONSIBILITY FOR THE SERVICES AND ACTIVITIES THAT ENHANCE THE QUALITY OF STUDENT LIFE OUTSIDE THE CLASSROOM. THESE SERVICES AND ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO COMMUNITY LIVING, DINING SERVICES, HEALTH CENTER, PSYCHOLOGICAL COUNSELING CENTER, AND INTERFAITH CHAPLAINCY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$471,830,395TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7098IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5169EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSAMUEL SOLOMON CFO AND TREASURERPersonNm
Phone7817362000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 SOUTH STREETAddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02454ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
RONALD LIEBOWITZ
PRESIDENT60.00Yes (X)Yes (X)$1,023,793$0$225,966
LISA R KRANC
TRUSTEE - CHAIR2.00Yes (X)Yes (X)$0$0$0
DANIEL J JICK
TRUSTEE - VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CYNTHIA D SHAPIRA
TRUSTEE - VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CURTIS H TEARTE
TRUSTEE - VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
LESLIE M ARONZON
TRUSTEE - SECRETARY2.00Yes (X)Yes (X)$0$0$0
CYNTHIA L BERENSON
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN L BERGER
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH BIAL
TRUSTEE1.00Yes (X)$0$0$0
DANIEL H BLUMENTHAL
TRUSTEE1.00Yes (X)$0$0$0
LEWIS H BROOKS
TRUSTEE1.00Yes (X)$0$0$0
STEVEN M BUNSON
TRUSTEE1.00Yes (X)$0$0$0
MERLE R CARRUS
TRUSTEE1.00Yes (X)$0$0$0
AMY L COHEN
TRUSTEE1.00Yes (X)$0$0$0
BARBARA A DORTCH-OKARA
TRUSTEE1.00Yes (X)$0$0$0
NANCY A DREYER
TRUSTEE1.00Yes (X)$0$0$0
SUSAN K FEIGENBAUM
TRUSTEE1.00Yes (X)$0$0$0
MADALYN E FRIEDBERG
TRUSTEE1.00Yes (X)$0$0$0
DAVID A HARRIS
TRUSTEE1.00Yes (X)$0$0$0
MARJORIE HASS
TRUSTEE1.00Yes (X)$0$0$0
RONALD L KAISERMAN
TRUSTEE1.00Yes (X)$0$0$0
LINDA HELLER KAMM
TRUSTEE1.00Yes (X)$0$0$0
ELLEN L KAPLAN
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN B KAY
TRUSTEE1.00Yes (X)$0$0$0
MARTIN R KUPFERBERG
TRUSTEE1.00Yes (X)$0$0$0
SYLVIA M NEIL
TRUSTEE1.00Yes (X)$0$0$0
MONIQUE L NELSON
TRUSTEE1.00Yes (X)$0$0$0
GREGORY A PETSKO
TRUSTEE1.00Yes (X)$0$0$0
RONALD A RATNER
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN R REINER
TRUSTEE1.00Yes (X)$0$0$0
ADAM RIFKIN
TRUSTEE1.00Yes (X)$0$0$0
LEONARD X ROSENBERG
TRUSTEE1.00Yes (X)$0$0$0
JAY S RUDERMAN
TRUSTEE1.00Yes (X)$0$0$0
DANIEL S RUEVEN
TRUSTEE1.00Yes (X)$0$0$0
KAREN RICHARDS SACHS
TRUSTEE1.00Yes (X)$0$0$0
CAROL R SAIVETZ
TRUSTEE1.00Yes (X)$0$0$0
BARBARA Z SANDER
TRUSTEE1.00Yes (X)$0$0$0
MINDY L SCHNEIDER
TRUSTEE1.00Yes (X)$0$0$0
BRAM SHAPIRO
TRUSTEE1.00Yes (X)$0$0$0
MALCOM L SHERMAN
TRUSTEE1.00Yes (X)$0$0$0
TODD E SOLOWAY
TRUSTEE1.00Yes (X)$0$0$0
MARK A SURCHIN
TRUSTEE1.00Yes (X)$0$0$0
BARTON J WINOKUR
TRUSTEE1.00Yes (X)$0$0$0
LEWIN C WRIGHT
TRUSTEE1.00Yes (X)$0$0$0
BING-LE WU
TRUSTEE1.00Yes (X)$0$0$0
LAN XUE
TRUSTEE1.00Yes (X)$0$0$0
DAVID L YALE
TRUSTEE1.00Yes (X)$0$0$0
XIRU ZHANG
TRUSTEE1.00Yes (X)$0$0$0
ORLA O'BRIEN
ASSISTANT SECRETARY50.00Yes (X)$130,081$0$21,552
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS50.00Yes (X)$639,566$0$65,482
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION50.00Yes (X)$576,466$0$33,000
SAMUEL SOLOMON
CFO, TREASURER50.00Yes (X)$382,540$0$71,664
TAREK SAGHIR
CHIEF INVESTMENT OFFICER50.00$694,635$0$67,914Yes (X)
HANNAH PETERS
SVP INSTITUTIONAL ADVANCEMENT50.00$496,701$0$33,000Yes (X)
JAMES LA CRETA
CHIEF INFORMATION OFFICER50.00$373,227$0$57,885Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL50.00$327,813$0$69,126Yes (X)
LOIS STANLEY
VP CAMPUS OPERATIONS50.00$302,635$0$60,143Yes (X)
ROBIN SWITZER
VP HR50.00$275,438$0$27,202Yes (X)
STEVEN KAREL
VICE PROVOST FOR RESEARCH50.00$239,853$0$39,268Yes (X)
MEREDITH AINBINDER
CHIEF OF STAFF50.00$230,595$0$54,425Yes (X)
JULIE JETTE
SVP COMMUNICATIONS AS OF 06/202350.00$174,698$0$57,470Yes (X)
DANIAL KIM
SVP COMMUNICATIONS THRU 05/202350.00$181,985$0$32,747Yes (X)
DEBARSHI NANDY
FACULTY50.00$340,591$0$81,763Yes (X)
KATHRYN APPLEBY
DEAN50.00$473,912$0$68,725Yes (X)
IRVING EPSTEIN
FACULTY50.00$344,912$0$33,598Yes (X)
GINA TURRIGIANO
FACULTY50.00$342,068$0$64,825Yes (X)
ANNA SCHERBINA
FACULTY50.00$368,885$0$31,312Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,920,394TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,197,067TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K422IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INC
GROUP DALLAS LOCKBOX PO BOX 9788DALLASTX753978839FOOD SERVICE$18,607,160
ELAINE CONSTRUCTION COMPANY INC
90 WELLS AVENUENEWTONMA02459CONSTRUCTION$8,674,424
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$4,527,024
PAYETTE ASSOCIATES INC
290 CONGRESS STREETBOSTONMA02210ARCHITECTS$3,424,683
BIGELOW & FLEMING LLC
14 NORFOLK AVENUESOUTH EASTONMA02375CONSTRUCTION$2,588,030
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K220CntrctRcvdGreaterThan100KCnt
Membership Dues$296,620MembershipDuesAmt
Fundraising$49,501FundraisingAmt
Government Grants$66,960,331GovernmentGrantsAmt
All Other Contributions$49,936,554AllOtherContributionsAmt
Noncash Contributions$3,811,454NoncashContributionsAmt
Total Contributions$117,243,006TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$296,969,304$296,969,304
AUXILIARY SERVICES721000$51,498,660$51,360,189$138,471
SPONSORED PROGRAMS611710$14,539,489$14,539,489
BRANDEIS NATIONAL COMM900099$862,803$862,803
CONFERENCES AND EVENTS900099$633,930$633,930

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,525,373TotalRevenueColumnAmt
Related Or Exempt Func Income$5,475,337RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$50,036UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$370,029,559TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,861,126TotalRevenueColumnAmt
Unrelated Business Revenue-$2,057,750UnrelatedBusinessRevenueAmt
Exclusion$6,918,876ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,396,241TotalRevenueColumnAmt
Exclusion$2,396,241ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,673,483RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,673,483RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,673,483TotalRevenueColumnAmt
Unrelated Business Revenue$835,656UnrelatedBusinessRevenueAmt
Exclusion$837,827ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$249,405,161SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$244,089,153SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,316,008SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,316,008TotalRevenueColumnAmt
Unrelated Business Revenue$509,915UnrelatedBusinessRevenueAmt
Exclusion$4,806,093ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$79,549FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$49,501ContriRptFundraisingEventAmt
Fundraising Direct Expenses$79,549FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,003,474TotalRevenueColumnAmt
Related Or Exempt Func Income$1,003,474RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,003,474OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$502,522,897TotalRevenueColumnAmt
Related Or Exempt Func Income$370,844,526RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$523,672UnrelatedBusinessRevenueAmt
Exclusion$14,959,037ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,247,201TotalAmt
Program Services$6,247,201ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$119,554,975TotalAmt
Program Services$119,554,975ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,928,514TotalAmt
Program Services$1,928,514ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,568,835TotalAmt
Program Services$944,212ProgramServicesAmt
Management And General$4,603,394ManagementAndGeneralAmt
Fundraising$1,021,229FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$224,910TotalAmt
Program Services$224,910ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$190,248,801TotalAmt
Program Services$164,100,641ProgramServicesAmt
Management And General$17,975,552ManagementAndGeneralAmt
Fundraising$8,172,608FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,658,953TotalAmt
Program Services$11,035,379ProgramServicesAmt
Management And General$1,101,392ManagementAndGeneralAmt
Fundraising$522,182FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,312,580TotalAmt
Program Services$20,358,761ProgramServicesAmt
Management And General$2,825,308ManagementAndGeneralAmt
Fundraising$1,128,511FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,063,265TotalAmt
Program Services$11,154,963ProgramServicesAmt
Management And General$1,331,440ManagementAndGeneralAmt
Fundraising$576,862FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,972,596TotalAmt
Program Services$400,260ProgramServicesAmt
Management And General$1,552,430ManagementAndGeneralAmt
Fundraising$19,906FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$366,269TotalAmt
Management And General$366,269ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$16,441TotalAmt
Program Services$16,441ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,385,806TotalAmt
Management And General$3,385,806ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,451,569TotalAmt
Program Services$2,995,390ProgramServicesAmt
Management And General$1,160,288ManagementAndGeneralAmt
Fundraising$295,891FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,453,194TotalAmt
Program Services$1,376,529ProgramServicesAmt
Management And General$993,704ManagementAndGeneralAmt
Fundraising$82,961FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,038,198TotalAmt
Program Services$12,426,523ProgramServicesAmt
Management And General$2,107,385ManagementAndGeneralAmt
Fundraising$504,290FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,035,211TotalAmt
Program Services$6,448,295ProgramServicesAmt
Management And General$3,567,274ManagementAndGeneralAmt
Fundraising$19,642FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,302,402TotalAmt
Program Services$20,458,901ProgramServicesAmt
Management And General$4,821,952ManagementAndGeneralAmt
Fundraising$21,549FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,624,133TotalAmt
Program Services$4,084,302ProgramServicesAmt
Management And General$278,823ManagementAndGeneralAmt
Fundraising$261,008FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,983,392TotalAmt
Program Services$1,880,469ProgramServicesAmt
Management And General$64,464ManagementAndGeneralAmt
Fundraising$38,459FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,008,310TotalAmt
Program Services$7,615,996ProgramServicesAmt
Management And General$2,392,314ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,499,984TotalAmt
Program Services$26,493,848ProgramServicesAmt
Management And General$2,006,136ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,782,695TotalAmt
Management And General$2,782,695ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$20,924,216$20,737,672$76,442$110,102
STIPENDS AND FELLOWSHIP$9,761,917$9,761,917
LIBRARY$4,630,711$4,626,488$2,132$2,091
STUDY ABROAD PAYMENTS$3,987,599$3,987,599

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,990,117TotalAmt
Program Services$12,970,209ProgramServicesAmt
Management And General$7,802,163ManagementAndGeneralAmt
Fundraising$217,745FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$546,022,794TotalAmt
Program Services$471,830,395ProgramServicesAmt
Management And General$61,197,363ManagementAndGeneralAmt
Fundraising$12,995,036FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,019,716BOYAmt
EOY$7,629,300EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$35,722,326BOYAmt
EOY$16,005,538EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,651,176BOYAmt
EOY$20,340,270EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,937,479BOYAmt
EOY$27,408,012EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,749,668BOYAmt
EOY$2,973,102EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$948,776BOYAmt
EOY$933,388EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,442,335BOYAmt
EOY$22,720,526EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$943,374,400LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$595,865,487LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$351,281,000BOYAmt
EOY$347,508,913EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$113,309,618BOYAmt
EOY$128,438,113EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,125,501,652BOYAmt
EOY$1,158,982,297EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,545,073BOYAmt
EOY$22,245,237EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,729,108,819BOYAmt
EOY$1,755,184,696EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$31,316,004BOYAmt
EOY$32,241,326EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,277,652BOYAmt
EOY$23,850,238EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$229,839,045BOYAmt
EOY$217,473,121EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$26,325,000BOYAmt
EOY$25,625,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,509,723BOYAmt
EOY$26,365,763EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$338,267,424BOYAmt
EOY$325,555,448EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$196,332,513BOYAmt
EOY$192,497,873EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,194,508,882BOYAmt
EOY$1,237,131,375EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,390,841,395BOYAmt
EOY$1,429,629,248EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,729,108,819BOYAmt
EOY$1,755,184,696EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$43,499,897ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$83,467,225NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,179,477OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,711,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,153,598CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,842,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,854,023CurrentTaxYearMinus1YearAmt
Current Tax Year$117,243,006CurrentTaxYearAmt
Total$303,804,298TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,711,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,153,598CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,842,603CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,854,023CurrentTaxYearMinus1YearAmt
Current Tax Year$117,243,006CurrentTaxYearAmt
Total$303,804,298TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,696,709SubstantialContributorsTotAmt
Public Support Total170$297,107,589PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,228,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,560,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$546,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,244,757CurrentTaxYearMinus1YearAmt
Current Tax Year$10,152,944CurrentTaxYearAmt
Total$35,640,280TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,510,443CurrentTaxYearMinus2YearsAmt
Total$4,510,443TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$140,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,822CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$156,716CurrentTaxYearMinus1YearAmt
Current Tax Year$79,549CurrentTaxYearAmt
Total$456,534TotalAmt
FieldValueIRS element (for citing)
Total Support$344,411,555TotalSupportAmt
Gross Receipts Rltd Activities$1,957,850,893GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86270PublicSupportCY170Pct
Public Support PY1700.81700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationEVENT REVENUE AND OTHER MISCELLANEOUS INCOME - 2019 AMOUNT: $ 140,306. 2020 AMOUNT: $ 2,822. 2021 AMOUNT: $ 77,141. 2022 AMOUNT: $ 156,716. 2023 AMOUNT: $ 79,549.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$16,441RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$16,441TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY IS A MEMBER OF VARIOUS NATIONAL AND STATE ORGANIZATIONS, SUCH AS ASSOCIATION OF AMERICAN UNIVERSITIES, ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASSACHUSETTS, NEW ENGLAND COMMISSION FOR HIGHER EDUCATION, NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES, AND THE NEW ENGLAND COUNCIL, INC. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $16,441.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$460,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$478,200DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$909,855DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,216,216,569BeginningYearBalanceAmt
Contributions$28,452,499ContributionsAmt
Investment Earnings Or Losses$83,871,124InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,193,978GrantsOrScholarshipsAmt
Other Expenditures$35,798,237OtherExpendituresAmt
Administrative Expenses$4,639,754AdministrativeExpensesAmt
End Year Balance$1,264,908,223EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,205,167,449BeginningYearBalanceAmt
Contributions$21,025,735ContributionsAmt
Investment Earnings Or Losses$55,987,632InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,486,018GrantsOrScholarshipsAmt
Other Expenditures$37,801,376OtherExpendituresAmt
Administrative Expenses$5,676,853AdministrativeExpensesAmt
End Year Balance$1,216,216,569EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,286,001,704BeginningYearBalanceAmt
Contributions$24,278,329ContributionsAmt
Investment Earnings Or Losses-$42,017,382InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,306,264GrantsOrScholarshipsAmt
Other Expenditures$35,820,108OtherExpendituresAmt
Administrative Expenses$5,968,830AdministrativeExpensesAmt
End Year Balance$1,205,167,449EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,073,589,245BeginningYearBalanceAmt
Contributions$7,267,347ContributionsAmt
Investment Earnings Or Losses$271,284,958InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,762,020GrantsOrScholarshipsAmt
Other Expenditures$35,678,107OtherExpendituresAmt
Administrative Expenses$9,699,722AdministrativeExpensesAmt
End Year Balance$1,286,001,701EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,073,525,864BeginningYearBalanceAmt
Contributions$18,320,825ContributionsAmt
Investment Earnings Or Losses$39,388,112InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,432,479GrantsOrScholarshipsAmt
Other Expenditures$34,429,939OtherExpendituresAmt
Administrative Expenses$1,783,138AdministrativeExpensesAmt
End Year Balance$1,073,589,245EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09165BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60817PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.30017TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,626,775OtherCostOrOtherBasisAmt
Book Value$50,626,775BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$699,601,201OtherCostOrOtherBasisAmt
Depreciation$459,132,984DepreciationAmt
Book Value$240,468,217BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$172,877,350OtherCostOrOtherBasisAmt
Depreciation$136,732,503DepreciationAmt
Book Value$36,144,847BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,269,074OtherCostOrOtherBasisAmt
Book Value$20,269,074BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$347,508,913TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GLOBAL EQUITY$72,595,371F
NON-U.S. EQUITY$170,743,767F
PRIVATE EQUITY$343,467,271F
HEDGE FUND/CREDIT$405,373,188F
REAL ASSETS$155,756,727F
CASH EQUIVALENTS AND OTHER$11,045,973F
FieldValueIRS element (for citing)
Total Book Value Securities$1,158,982,297TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$8,530,797
ENVIRONMENTAL LIABILITY$6,214,206
REFUNDABLE STUDENT LOAN ADVANCES$954,184
CAPITAL LEASE LIABILITY$9,928,942
DEFERRED COMPENSATION AND SEVERANCE$285,426
ENERGY EFFICIENCY LIABILITY$452,208
FieldValueIRS element (for citing)
Total Liability$26,365,763TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$459,941,351TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$83,467,225NetUnrealizedGainsInvstAmt
Other Revenue-$122,662,966OtherRevenueAmt
Revenue Not Reported-$39,195,741RevenueNotReportedAmt
Revenue Subtotal$499,137,092RevenueSubtotalAmt
Investment Expenses Not Incld$3,385,806InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,385,806RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$502,522,898TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$421,153,498TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$421,153,498ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,385,806InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$121,483,489OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$124,869,295ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$546,022,793TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:COLLECTIONS OF ART COLLECTIONS AT BRANDEIS UNIVERSITY ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND THE FURTHERANCE OF PUBLIC SERVICE. COLLECTIONS ARE NOT CAPITALIZED; SALES AND PURCHASES OF COLLECTION ITEMS ARE RECORDED AS NON-OPERATING REVENUE AND EXPENSES IN THE UNIVERSITY'S FINANCIAL STATEMENTS IN THE PERIOD IN WHICH THE ITEMS ARE SOLD OR ACQUIRED, RESPECTIVELY.
PART III, LINE 4:FOUNDED IN 1961, THE ROSE ART MUSEUM (THE ROSE) IS AN INTEGRAL PART OF BRANDEIS UNIVERSITY. THE ROSE IS AN EDUCATIONAL AND CULTURAL MUSEUM DEDICATED TO COLLECTING, PRESERVING AND EXHIBITING THE FINEST OF MODERN AND CONTEMPORARY ART. THE PROGRAMS OF THE ROSE ADHERE TO THE OVERALL MISSION OF THE UNIVERSITY, EMBRACING ITS VALUES OF ACADEMIC EXCELLENCE, SOCIAL JUSTICE, AND FREEDOM OF EXPRESSION. THE ROSE IS ACTIVE IN THE ACADEMIC, CULTURAL, AND SOCIAL LIFE OF BRANDEIS. THE ROSE SEEKS TO STIMULATE PUBLIC AWARENESS AND DISSEMINATE KNOWLEDGE OF MODERN AND CONTEMPORARY ART TO ENRICH EDUCATIONAL, CULTURAL, AND ARTISTIC COMMUNITIES REGIONALLY, NATIONALLY, AND INTERNATIONALLY. IT PROMOTES LEARNING AND UNDERSTANDING OF THE EVOLVING MEANINGS, IDEAS, AND FORMS OF VISUAL ART RELEVANT TO CONTEMPORARY SOCIETY.
PART V, LINE 4:ENDOWMENT FUNDS BRANDEIS UNIVERSITY'S ENDOWMENT AND QUASI-ENDOWMENT CONSISTS OF APPROXIMATELY 2,000 INDIVIDUAL ENDOWMENT ACCOUNTS ESTABLISHED FOR A VARIETY OF PURPOSES IN ACCORDANCE WITH THE APPLICABLE LAW AND DONOR INTENT AND FUNDS DESIGNATED BY THE UNIVERSITY'S BOARD TO OPERATE AS ENDOWMENT (QUASI-ENDOWMENT). A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL AID ASSISTANCE TO UNDERGRADUATE AND GRADUATE STUDENTS. OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF ENDOWED CHAIRS AND PROFESSORSHIPS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S ENDOWMENT INVESTMENT OBJECTIVES ARE TO MAXIMIZE RISK-ADJUSTED RETURNS FOR A LONG-TERM HORIZON. THE ENDOWMENT INTENDS TO ACHIEVE ITS OBJECTIVES BY INVESTING IN MULTIPLE ASSET CLASSES. IN ORDER TO MEET THE PRIMARY INVESTMENT GOALS FOR ENDOWMENT FUNDS, THE AVERAGE ANNUAL NET TOTAL RETURN OVER AN EXTENDED PERIOD, AFTER ADJUSTING FOR INFLATION, IS DEEMED SUFFICIENT TO SUPPORT THE SPENDING RATE AS DETERMINED BY THE UNIVERSITY'S BOARD OF TRUSTEES. TO HAVE A REASONABLE PROBABILITY OF ACHIEVING THE ENDOWMENT'S PRIMARY INVESTMENT GOAL AT AN ACCEPTABLE RISK LEVEL, THE INVESTMENT COMMITTEE HAS ADOPTED A LONG-TERM ASSET ALLOCATION POLICY.
PART X, LINE 2:FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE CODE), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FINANCIAL AID -121,483,489. CHANGE IN VALUE OF SPLIT INTEREST -1,175,356. LOSS ON FIXED ASSETS -4,121.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 121,483,489.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE SCHOOL HAS SATISFIED THE PUBLICITY REQUIREMENT DESCRIBED IN SECTION 4.03 OF REVENUE PROCEDURE 75-50 TO STUDENTS KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL.
PART I, LINE 6AFUNDS FROM GOVERNMENT AGENCIES THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS, TO SUPPORT SPONSORED RESEARCH AND THE CONSTRUCTION OF EDUCATIONAL FACILITIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDY ABROAD$59,650
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD$473,417
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSTUDY ABROAD$2,733,155
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSTUDY ABROAD$35,045
NORTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$11,825
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESSTUDY ABROAD$22,610
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$193,443
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD$82,200
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD$111,993
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESCERN$660,122
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESRESEARCH$4,544
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESRESEARCH$51,506
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESRESEARCH$365,230
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESRESEARCH$9,697
NORTH AMERICA00PROGRAM SERVICESRESEARCH$117,655
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESRESEARCH$5,195
SOUTH AMERICA00PROGRAM SERVICESRESEARCH$81,739
SOUTH ASIA00PROGRAM SERVICESRESEARCH$3,234
SUB-SAHARAN AFRICA00PROGRAM SERVICESRESEARCH$271,146
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$447,898,355
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$2,501,785
SOUTH ASIA00INVESTMENTS$5,923,875
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,611,345SubtotalSpentAmt
Continuation Spent$458,006,076ContinuationSpentAmt
Total Spent$461,617,421TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDCENTRAL AMERICA AND THE CARIBBEAN3$48,400SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDEAST ASIA AND THE PACIFIC16$189,936SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDEUROPE (INCLUDING ICELAND & GREENLAND)113$1,365,495SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDMIDDLE EAST AND NORTH AFRICA2$15,500SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDNORTH AMERICA1$11,825SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDRUSSIA AND NEIGHBORING STATES2$10,000SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDSOUTH AMERICA12$161,665SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDSOUTH ASIA3$33,300SEE PART V
TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AIDSUB-SAHARAN AFRICA5$92,393SEE PART V
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALS: BRANDEIS UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS THAT ARE STUDYING ABROAD. THE UNIVERSITY ENSURES THAT SUCH GRANTS AND OTHER ASSISTANCE ARE USED FOR STUDY ABROAD PURPOSES OR ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE BY DIRECTLY APPLYING THE GRANTS AND ASSISTANCE TO THE STUDY ABROAD INSTITUTIONS.
PART III, COLUMN (E):MANNER OF CASH DISBURSEMENT: STUDENT SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS ARE CREDITED TO EACH STUDENT'S ACCOUNT AND PAID DIRECTLY TO THE INSTITUTIONS AT WHICH THE STUDENT IS STUDYING ABROAD.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOOK & AUTHOR LUNCHEvent1Nm
Gross Receipts Event1$7,500GrossReceiptsEvent1Amt
Charitable Contri Event1$2,000CharitableContriEvent1Amt
Gross Revenue Event1$5,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,500FoodAndBeverageEvent1Amt
Event2UNIVERSITY ON WHEELSEvent2Nm
Gross Receipts Event2$9,261GrossReceiptsEvent2Amt
Charitable Contri Event2$1,365CharitableContriEvent2Amt
Gross Revenue Event2$7,896GrossRevenueEvent2Amt
Rent Facility Costs Event2$7,027RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$869OtherDirectExpensesEvent2Amt
Other Events Total72OtherEventsTotalCnt
Gross Receipts Other Events$112,288GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$46,135CharitableContriOtherEventsAmt
Gross Revenue Other Events$66,153GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$920RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$56,027FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$9,206OthDirectExpnssOtherEventsAmt
Gross Receipts Total$129,049GrossReceiptsTotalAmt
Charitable Contributions Tot$49,500CharitableContributionsTotAmt
Gross Revenue Total Events$79,549GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$10,947RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$58,527FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$10,075OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$79,549DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (48 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
BOOZ ALLEN HAMILTON INC
PO BOX 8500 S-2725PHILADELPHIAPA191782725362513626$24,923$0RESEARCH
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA021182908043314093$83,553$0RESEARCH501(C)(3)
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809$159,147$0RESEARCH501(C)(3)
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307$28,599$0RESEARCH501(C)(3)
CAMBRIDGE PUBLIC HEALTH COMMISSION
1035 CAMBRIDGE STREETCAMBRIDGEMA021391047043320571$20,803$0RESEARCHCITY OF CAMBRIDGE
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUECINCINNATIOH452293039310833936$24,770$0RESEARCH501(C)(3)
CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC
440 PARK AVENUE SOUTH 4TH FLOORNEW YORKNY10016237390358$105,871$0RESEARCH501(C)(3)
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA016101400042111203$13,697$0RESEARCH501(C)(3)
DETROIT RECOVERY PROJECT
1121 E MCNICHOLSDETROITMI48203432078767$188,313$0RESEARCH501(C)(3)
DISABILITY POLICY CONSORTIUM
11 DARTMOUTH STREET SUITE 301MALDENMA02148043570281$52,129$0RESEARCH501(C)(3)
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 ADELINE STREET SUITE 210BERKELEYCA94703942620758$71,935$0RESEARCH501(C)(3)
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02131042104298$102,335$0RESEARCH501(C)(3)
HUMAN SERVICES RESEARCH INSTITUTE
2336 MASSACHUSETTS AVENUECAMBRIDGEMA02140521039368$7,531$0RESEARCH501(C)(3)
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118943227260$40,000$0RESEARCH501(C)(3)
JEWISH HOSPICE & CHAPLAINCY NETWORK
6555 WEST MAPLE ROADWEST BLOOMFIELDMI48322383429268$40,000$0RESEARCH501(C)(3)
JEWISH SOCIAL SERVICES OF MADISON INC
6434 ENTERPRISE LANEMADISONWI53719391300430$40,000$0RESEARCH501(C)(3)
JUSTICE IN AGING
1444 EYE STREET NW STE 1100WASHINGTONDC20005953132674$50,072$0RESEARCH501(C)(3)
KENNELL AND ASSOCIATES INC
3130 FAIRVIEW PARK DRIVE SUITE 450FALLS CHURCHVA22042541771141$41,887$0RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655$854,260$0RESEARCH501(C)(3)
NEW YORK UNIVERSITY
105 E 17TH STREET 2ND FLOORNEW YORKNY100039580135562308$69,643$0RESEARCH501(C)(3)
NORC
55 E MONROE STREET 20TH FLOORCHICAGOIL60603362167808$373,753$0RESEARCH501(C)(3)
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980$85,427$0RESEARCH501(C)(3)
OREGON HEALTH & SCIENCE UNIVERSITY
2020 SW 4TH AVENUE SUITE 900PORTLANDOR97201237083114$206,721$0RESEARCHSTATE OF OR
POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE INC
12 BROADWAYBEVERLYMA01915474235159$56,042$0RESEARCH501(C)(3)
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580$688,456$0RESEARCH501(C)(3)
REGENTS OF THE UNIVERSITY OF CALIFORNIA
220 MONTGOMERY STREETSAN FRANCISCOCA94104946036493$399,805$0RESEARCHSTATE OF CA
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREETANN ARBORMI48109386006309$424,617$0RESEARCHSTATE OF MI
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH ST SEMINNEAPOLISMN55455416007513$5,835$0RESEARCHSTATE OF MN
RHODE ISLAND HOSPITAL
593 EDDY STREETPROVIDENCERI02903050258954$31,839$0RESEARCH501(C)(3)
STANLEY STREET TREATMENT AND RESOURCES INC
386 STANLEY STREETFALL RIVERMA02720042604426$22,875$0RESEARCH501(C)(3)
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115042312909$93,812$0RESEARCH501(C)(3)
THE BROOKINGS INSTITUTE
1175 MASSACHUSETTS AVE NWWASHINGTONDC200362103530196577$78,427$0RESEARCH501(C)(3)
THE TOWERS FOUNDATION
18 TOWER LANENEW HAVENCT065191764061331831$40,000$0RESEARCH501(C)(3)
THE UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL606375418362177139$257,062$0RESEARCH501(C)(3)
THOMAS JEFFERSON UNIVERSITY
1015 WALNUT STREET SUITE 704PHILADELPHIAPA19107231352651$26,865$0RESEARCH501(C)(3)
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEATLH AVENUEBOSTONMA02215042103547$592,191$0RESEARCH501(C)(3)
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVEMEDFORDMA02155042103634$235,682$0RESEARCH501(C)(3)
UNIVERSITY OF COLORADO AT BOULDER
3100 MARINE STREETBOULDERCO80309846000555$97,983$0RESEARCHSTATE OF CO
UNIVERSITY OF HOUSTON
4800 CALHOUN RDHOUSTONTX77004746001399$21,388$0RESEARCHSTATE OF TX
UNIVERSITY OF MASSACHUSETTS - AMHERST
405 GOODELL BUILDING 140 HICKS WAYAMHERSTMA010039272043167352$105,581$0RESEARCHSTATE OF MA
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVEWORCESTERMA01655043167352$45,103$0RESEARCHSTATE OF MA
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD RDDURHAMNH03824026000937$25,758$0RESEARCH501(C)(3)
UNIVERSITY OF PITTSBURGH
300 MURDOCH I BUILDING 3420 FORBESPITTSBURGHPA15260250965591$19,986$0RESEARCH501(C)(3)AVE
UNIVERSITY OF RHODE ISLAND
75 LOWER COLLEGE ROADKINGSTONRI02881223011455$19,126$0RESEARCHSTATE OF RI
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 613COLUMBIASC29208576001153$107,429$0RESEARCHGOV'T
VIRGINIA COMMONWEALTH UNIVERSITY
907 FLOYD AVERICHMONDVA23284546001758$106,934$0RESEARCHSTATE OF VA
WASHINGTON UNIVERSITY IN ST LOUIS
660 S EUCLID AVENUEST LOUISMO63110430653611$5,019$0RESEARCH501(C)(3)
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
1300 YORK AVENUENEW YORKNY10065131623978$46,115$0RESEARCH501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRAD FINANCIAL AID2355$86,792,280
MASTERS PROGRAM FINANCIAL AID909$17,519,652
DOCTORAL PROGRAM FINANCIAL AID473$14,637,166
CONTINUING PROGRAM FINANCIAL AID27$97,700
OTHER FINANCIAL AID50$508,177

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE OF MONITORING USE OF GRANTS TO ORGANIZATIONS: THE UNIVERSITY MAINTAINS ITS GRANT FUNDS IN SEPARATE GRANT ACCOUNTS AND IS REQUIRED TO BE AUDITED ANNUALLY. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED RESEARCH POLICIES AND PROCEDURES AS GUIDELINES TO PRINCIPAL INVESTIGATORS IN MANAGING THEIR GRANTS AT BRANDEIS UNIVERSITY.
PART IIIPROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALS: THE UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS AND APPLIES THE FINANCIAL AID DIRECTLY TO EACH STUDENT'S ACCOUNT.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD LIEBOWITZ
PRESIDENT$838,257$0$0$0$185,536$0$175,713$0$55,625$0$1,255,131$0$0$0
TAREK SAGHIR
CHIEF INVESTMENT OFFICER$666,137$0$0$0$28,498$0$26,400$0$44,075$0$765,110$0$0$0
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS$600,175$0$0$0$39,391$0$33,000$0$35,391$0$707,957$0$0$0
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION$549,604$0$0$0$26,862$0$33,000$0$3,009$0$612,475$0$0$0
KATHRYN APPLEBY
DEAN$430,694$0$0$0$43,218$0$33,000$0$38,377$0$545,289$0$0$0
HANNAH PETERS
SVP INSTITUTIONAL ADVANCEMENT$474,706$0$0$0$21,995$0$33,000$0$2,758$0$532,459$0$0$0
SAMUEL SOLOMON
CFO, TREASURER$369,642$0$0$0$12,898$0$33,000$0$41,146$0$456,686$0$0$0
JAMES LA CRETA
CHIEF INFORMATION OFFICER$366,060$0$0$0$7,167$0$33,000$0$28,031$0$434,258$0$0$0
DEBARSHI NANDY
FACULTY$337,127$0$0$0$3,464$0$33,000$0$50,111$0$423,702$0$0$0
GINA TURRIGIANO
FACULTY$338,727$0$0$0$3,341$0$33,000$0$32,972$0$408,040$0$0$0
ANNA SCHERBINA
FACULTY$364,755$0$0$0$4,130$0$29,064$0$3,498$0$401,447$0$0$0
STEVEN LOCKE
SVP, GENERAL COUNSEL$322,752$0$0$0$5,061$0$33,000$0$38,360$0$399,173$0$0$0
IRVING EPSTEIN
FACULTY$341,849$0$0$0$3,063$0$33,000$0$1,610$0$379,522$0$0$0
LOIS STANLEY
VP CAMPUS OPERATIONS$295,642$0$0$0$6,993$0$31,232$0$31,082$0$364,949$0$0$0
ROBIN SWITZER
VP HR$271,504$0$0$0$3,934$0$27,202$0$2,406$0$305,046$0$0$0
MEREDITH AINBINDER
CHIEF OF STAFF$230,235$0$0$0$360$0$19,943$0$35,590$0$286,128$0$0$0
STEVEN KAREL
VICE PROVOST FOR RESEARCH$234,578$0$0$0$5,275$0$24,037$0$16,896$0$280,786$0$0$0
JULIE JETTE
SVP COMMUNICATIONS AS OF 06/2023$174,146$0$0$0$552$0$18,942$0$39,410$0$233,050$0$0$0
DANIAL KIM
SVP COMMUNICATIONS THRU 05/2023$112,032$0$0$0$69,953$0$11,877$0$21,643$0$215,505$0$0$0
ORLA O'BRIEN
ASSISTANT SECRETARY$129,529$0$0$0$552$0$12,393$0$9,913$0$152,387$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2023, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR TRAVEL EXPENSES INCURRED BY HIS FAMILY WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS WERE MADE IN ACCORDANCE WITH UNIVERSITY POLICY. TRAVEL REIMBURSEMENTS FOR THE PRESIDENT'S FAMILY THAT ARE CONSIDERED PERSONAL IN NATURE ARE INCLUDED IN TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). BUSINESS EXPENSE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE UNIVERSITY PROVIDED PRESIDENT LIEBOWITZ WITH A HOUSING ALLOWANCE PURSUANT TO HIS EMPLOYMENT AGREEMENT. THE VALUE OF SUCH HOUSING WAS TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES: DURING CALENDAR YEAR 2023, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS TREATED AS TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). OTHER BUSINESS EXPENSES: THE UNIVERSITY REIMBURSES ITS OFFICERS AND KEY EMPLOYEES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS ARE MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRE SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATION AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.
PART I, LINES 4A-BPART I, QUESTION 4A: SEVERANCE OR CHANGE OF CONTROL PAYMENT THE UNIVERSITY HAS AN EMPLOYMENT AND SEPARATION POLICY THAT COVERS MEMBERS OF THE SENIOR MANAGEMENT GROUP, WHICH PROVIDES SEVERANCE PROVISION FROM 4 WEEKS TO 20 WEEKS. SOME SENIOR MANAGEMENT MAY HAVE AN ADDITIONAL SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. DANIAL KIM, SVP COMMUNICATIONS, LEFT HIS POSITION IN MAY 2023. AS PART OF HIS SEPARATION AGREEMENT, MR. KIM RECEIVED TWO MONTHS OF SEVERANCE PAY, WHICH WAS INCLUDED IN HIS W-2. PART I, QUESTION 4B: DEFERRED COMPENSATION ARRANGEMENT PRESIDENT LIEBOWITZ PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(F). IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT, THE UNIVERSITY WILL CREDIT A DEFERRED COMPENSATION ACCOUNT ON JUNE 30TH OF EVERY YEAR BEGINNING ON JUNE 30, 2017. THE DEFERRED COMPENSATION ACCOUNT WILL VEST EVERY THREE YEARS CONTINGENT UPON CONTINUOUS EMPLOYMENT. THE DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $142,713 ON JUNE 30, 2023. THE AMOUNT IS NOT VESTED OR TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
A0434318140000000002013-07-18$36,500,000CONSTRUCTION, REFUND '04 BOND000
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
B0434318140000000002017-06-15$20,000,000CONSTRUCTION000
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R
C04343181457584YLJ62018-08-21$41,421,007REFUND '08 BONDS000
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1
D0434318140000000002019-07-03$132,703,346REFUND '10 BOND000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,198,729$36,500,000$403,050$14,951,609$21,145,3412014Yes (1)0Yes (1)Yes (1)
B$2,625,000$20,000,000$20,000,000201900Yes (1)Yes (1)
C$5,504,984$41,421,007$435,572$40,985,4352018Yes (1)0Yes (1)Yes (1)
D$28,664,944$132,703,346$815,322$131,888,0242020Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A00000.000000.000000.0000000Yes (1)
B00Yes (1)Yes (1)0.010000.000100.0101000Yes (1)Yes (1)0
C000Yes (1)0.000000.000900.0009000Yes (1)0
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2024 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2024 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2024 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2024 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2024
PART I, COLUMN FPROCEEDS FROM THE SERIES P BOND WERE USED FOR THE REFUND OF '04 BOND ISSUED ON 01/08/2004. PROCEEDS FROM THE SERIES S-1 BOND WERE USED FOR THE REFUND OF THE '10 BONDS ISSUED ON 03/09/2010. PART III, LINE 3A SERIES 2013, 2018, 2019 (S-1), AND 2019 (S-2) ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND-FINANCED SPACE QUALIFY UNDER A PRIVATE BUSINESS USE SAFE HARBOR OR EXCEPTION OR ARE INCIDENTAL IN NATURE. THEREFORE, NO CONTRACTS RESULT IN PRIVATE BUSINESS USE. SERIES 2017 MANAGEMENT AND SERVICE CONTRACTS EXISTS IN BOND-FINANCED SPACE AND RESULT IN PRIVATE BUSINESS USE. THE PERCENTAGE OF FINANCED PROPRERTY USED IN PRIVATE BUSINESS RELATED TO THESE CONTRACTS IS INCLUDED ON PART III, LINE 4, COLUMN (C).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP575844PM5CUSIPNum
Bond Issued2019-03-05BondIssuedDt
Issue Price$44,292,634IssuePriceAmt
PurposeCONSTRUCTION OF BUILDINGSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$44,292,634TotalProceedsAmt
Issuance Costs From Proceeds$263,682IssuanceCostsFromProceedsAmt
Capital Expenditures$44,028,952CapitalExpendituresAmt
Substantial Completion2021SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel Research0EngageBondCounselResearchInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00030PrivateBusConcerningUBIPct
Total Private Business Use0.00030TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ELANAH URETSKY
S. URETSKY - EVP$162,079EMPLOYMENT0
LUCY GOODHART
S. KAY - TRUSTEE$61,253EMPLOYMENT0
JESSICA LIEBOWITZ
R. LIEBOWITZ - PRES$73,691EMPLOYMENT0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV:FormAndLineReferenceDesc
ExplanationJESSICA LIEBOWITZ (SPOUSE OF UNIVERSITY PRESIDENT RONALD LIEBOWITZ), ELANAH URETSKY (SPOUSE OF UNIVERSITY EXECUTIVE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION STEWART URESTKY), AND LUCY GOODHART (DAUGHTER-IN-LAW OF TRUSTEE STEPHEN KAY) ARE EMPLOYEES OF THE UNIVERSITY. NONE OF THE OFFICERS OR TRUSTEES MENTIONED PARTICIPATED IN ESTABLISHING THEIR COMPENSATION.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution134ContributionCnt
Noncash Contributions Rpt F990$3,811,454NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):NUMBER OF CONTRIBUTIONS THE UNIVERSITY IS REPORTING IN PART 1, COLUMN (B), THE NUMBER OF ITEMS RECEIVED.
SCHEDULE M, PART I, LINE 1:CONTRIBUTIONS OF WORKS OF ART - AMOUNT NOT REPORTED IN COLUMN C: BRANDEIS UNIVERSITY DID NOT REPORT CONTRIBUTION REVENUE FOR THIS CONTRIBUTION IN CORE FORM, PART VIII AS IT DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FASB ACCOUNTING STANDARDS CODIFICATION 958-360-25 (ASC 958-360-25) (FORMERLY SFAS 116).
SCHEDULE M, PART I, LINE 31:BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1ORGANIZATION'S MISSION BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL SCIENCES, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS AND PREPARING THEM FOR FULL PARTICIPATION IN A CHANGING SOCIETY. IN THIS MANNER, BRANDEIS SEEKS TO ENSURE ITS STUDENTS ARE CAPABLE OF PROMOTING THEIR OWN WELFARE WHILE REMAINING DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS. IN A WORLD OF CHALLENGING SOCIAL AND TECHNOLOGICAL TRANSFORMATION, BRANDEIS REMAINS A CENTER OF OPEN INQUIRY AND TEACHING, CHERISHING ITS INDEPENDENCE FROM ANY DOCTRINE OF GOVERNMENT. IT STRIVES TO REFLECT THE HETEROGENEITY OF THE UNITED STATES AND OF THE WORLD COMMUNITY WHOSE IDEAS AND CONCERNS IT SHARES. IN THE BELIEF THAT THE MOST IMPORTANT LEARNING DERIVES FROM THE PERSONAL ENCOUNTER AND JOINT WORK OF TEACHERS AND STUDENTS, BRANDEIS ENCOURAGES UNDERGRADUATES AND POSTGRADUATES TO PARTICIPATE WITH DISTINGUISHED FACULTY IN RESEARCH, SCHOLARSHIP AND ARTISTIC ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE OFFICE IS RESPONSIBLE FOR PROVIDING THE NECESSARY INFORMATION TO THE UNIVERSITY'S TAX ADVISORY FIRM TO PREPARE THE FORM 990. THE COMPLETED DRAFT IS REVIEWED BY MANAGEMENT AND RECOMMENDED CHANGES ARE DISCUSSED WITH THE FINANCE OFFICE AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. FOR FISCAL YEAR 2024, THE RISK MANAGEMENT AND AUDIT COMMITTEE REVIEWED THE FORM 990 AND DISCUSSED ANY QUESTIONS WITH THE FINANCE OFFICE AND THE UNIVERSITY'S TAX ADVISORY FIRM. AFTER THE RISK MANAGEMENT AND AUDIT COMMITTEE'S REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY OF THE FORM 990 WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHE BRANDEIS UNIVERSITY CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND COMMITTEE MEMBERS ESTABLISHES A PROCESS WHEREBY POTENTIAL, APPARENT AND ACTUAL CONFLICTS OF INTEREST OF TRUSTEES, OFFICERS AND NON-TRUSTEE COMMITTEE MEMBERS MAY PROPERLY BE AVOIDED OR MANAGED SO THAT THE BEST INTERESTS OF THE UNIVERSITY ARE PROTECTED. OFFICERS, TRUSTEES AND COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS CONSISTENT WITH THE POLICY AND THE APPLICABLE REGULATORY AND AUDITING REQUIREMENTS. THE INVESTMENT COMMITTEE MEMBERS COMPLETE AN ANNUAL DISCLOSURE FORM WITH ADDITIONAL QUESTIONS RELATED TO UNIVERSITY'S INVESTMENTS. CERTAIN SENIOR OFFICERS AND FINANCIAL EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM WITH RESPECT TO THE UNIVERSITY'S INVESTMENTS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF THE GENERAL COUNSEL, OVERSEES THE COLLECTION AND REVIEW OF THE DISCLOSURE FORMS. IN THE CASE OF A POTENTIAL, APPARENT, OR ACTUAL RELATED PARTY TRANSACTION OR OTHER SITUATION PRESENTING A POSSIBLE CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CHAIR IS RESPONSIBLE FOR DECIDING WHETHER TO SUBMIT THE TRANSACTION OR SITUATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR THE BOARD FOR A DETERMINATION. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED A SEPARATE CONFLICT OF INTEREST POLICY FOR ITS EMPLOYEES. UNDER THIS POLICY, DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY ALL SENIOR OFFICERS, THE PRESIDENT'S CABINET, DEPARTMENT CHAIRS, HEADS OF CENTERS AND INSTITUTES, PRINCIPAL INVESTIGATORS AND OTHER DESIGNATED SENIOR OFFICIALS AND FINANCIAL PERSONNEL. PERSONS WITH A CONFLICT ARE RECUSED FROM DISCUSSIONS AND DO NOT VOTE ON RESOLUTIONS THAT PERTAIN DIRECTLY TO THEIR CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE UNIVERSITY IS COMMITTED TO ATTRACTING, RETAINING AND MOTIVATING QUALIFIED EMPLOYEES, RELATING COMPENSATION TO PERFORMANCE, PROMOTING AN EQUITABLE RELATIONSHIP BETWEEN COMPENSATION AND RESPONSIBILITY AND ENSURING COMPLIANCE WITH LAW AND REGULATION. THIS PROCESS IS THE FOUNDATION OF ALL HIRING, ANNUAL PERFORMANCE EVALUATIONS AND SALARY ADJUSTMENTS. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR APPROVING THE PRESIDENT'S COMPENSATION BASED UPON RECOMMENDATION FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION PAID TO THE PRESIDENT'S DIRECT REPORTS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES BASED UPON A RECOMMENDATION FROM THE PRESIDENT. COMPENSATION PAID TO THE PRESIDENT'S DIRECT REPORTS SHALL BE REPORTED TO THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES INDEPENDENT EXTERNAL CONSULTANTS TO ASSIST WITH BOTH THE REVIEW OF COMPENSATION AGREEMENTS AND THE GATHERING OF COMPARABILITY DATA IN DETERMINING THE REASONABLENESS OF COMPENSATION AND COMPLIANCE WITH THE PROCEDURES DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ONLINE AT WWW.BRANDEIS.EDU/BUSINESS-FINANCE. THE UNIVERSITY'S GOVERNING DOCUMENTS ARE AVAILABLE ONLINE AT WWW.BRANDEIS.EDU/TRUSTEES. THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -1,175,356. LOSS ON SALE OF FIXED ASSETS -4,121.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PARTNERSHIP 1BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesINVESTINGPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BRANDEISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$5,682,123ShareOfTotalIncomeAmt
Share Of EOY Assets$3,679,208ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.99950OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (17)
PO BOX 9110WALTHAMMA024549110INVESTINGMATYes (1)
CHARITABLE REMAINDER TRUSTS (1)
PO BOX 9110WALTHAMMA024549110INVESTINGFLTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd