2025-05-15T07:42:11-05:00 2024-06-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2023-07-01 042103552 BRANDEIS UNIVERSITY BRAN 7817362000 PO BOX 9110 WALTHAM MA 024549110 SAMUEL SOLOMON CFO AND TREASURER 7817368539 2025-05-14 1 0 KRISTIN ANDERSON P01231300 6179881000 2025-05-13 2023 2025-03-06 01:10:19Z ARTHUR LEVINE PO BOX 9110 WALTHAM MA 024549110 746691599 0 X WWW.BRANDEIS.EDU X 1947 MA SEE SCHEDULE O 48 46 5169 1552 -523672 708583 42854023 117243006 421920365 370029559 7633059 10177134 6285752 5073198 478693199 502522897 122135163 127730690 0 0 235453211 247077344 0 0 12995036 158701867 171214760 516290241 546022794 -37597042 -43499897 1729108819 1755184696 338267424 325555448 1390841395 1429629248 AS 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. 0 0 358640554 121483489 304944848 INSTRUCTIONAL 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. 68773787 6247201 14539489 SPONSORED 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. 44416054 51360189 AUXILIARY 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. 471830395 1 1 0 1 0 1 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 1 7098 0 1 5169 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 48 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA FL MD MA NJ NY X X X SAMUEL SOLOMON CFO AND TREASURER 7817362000 415 SOUTH STREET WALTHAM MA 02454 RONALD LIEBOWITZ PRESIDENT 60.00 X X 1023793 0 225966 LISA R KRANC TRUSTEE - CHAIR 2.00 X X 0 0 0 DANIEL J JICK TRUSTEE - VICE CHAIR 2.00 X X 0 0 0 CYNTHIA D SHAPIRA TRUSTEE - VICE CHAIR 2.00 X X 0 0 0 CURTIS H TEARTE TRUSTEE - VICE CHAIR 2.00 X X 0 0 0 LESLIE M ARONZON TRUSTEE - SECRETARY 2.00 X X 0 0 0 CYNTHIA L BERENSON TRUSTEE 1.00 X 0 0 0 STEPHEN L BERGER TRUSTEE 1.00 X 0 0 0 DEBORAH BIAL TRUSTEE 1.00 X 0 0 0 DANIEL H BLUMENTHAL TRUSTEE 1.00 X 0 0 0 LEWIS H BROOKS TRUSTEE 1.00 X 0 0 0 STEVEN M BUNSON TRUSTEE 1.00 X 0 0 0 MERLE R CARRUS TRUSTEE 1.00 X 0 0 0 AMY L COHEN TRUSTEE 1.00 X 0 0 0 BARBARA A DORTCH-OKARA TRUSTEE 1.00 X 0 0 0 NANCY A DREYER TRUSTEE 1.00 X 0 0 0 SUSAN K FEIGENBAUM TRUSTEE 1.00 X 0 0 0 MADALYN E FRIEDBERG TRUSTEE 1.00 X 0 0 0 DAVID A HARRIS TRUSTEE 1.00 X 0 0 0 MARJORIE HASS TRUSTEE 1.00 X 0 0 0 RONALD L KAISERMAN TRUSTEE 1.00 X 0 0 0 LINDA HELLER KAMM TRUSTEE 1.00 X 0 0 0 ELLEN L KAPLAN TRUSTEE 1.00 X 0 0 0 STEPHEN B KAY TRUSTEE 1.00 X 0 0 0 MARTIN R KUPFERBERG TRUSTEE 1.00 X 0 0 0 SYLVIA M NEIL TRUSTEE 1.00 X 0 0 0 MONIQUE L NELSON TRUSTEE 1.00 X 0 0 0 GREGORY A PETSKO TRUSTEE 1.00 X 0 0 0 RONALD A RATNER TRUSTEE 1.00 X 0 0 0 STEPHEN R REINER TRUSTEE 1.00 X 0 0 0 ADAM RIFKIN TRUSTEE 1.00 X 0 0 0 LEONARD X ROSENBERG TRUSTEE 1.00 X 0 0 0 JAY S RUDERMAN TRUSTEE 1.00 X 0 0 0 DANIEL S RUEVEN TRUSTEE 1.00 X 0 0 0 KAREN RICHARDS SACHS TRUSTEE 1.00 X 0 0 0 CAROL R SAIVETZ TRUSTEE 1.00 X 0 0 0 BARBARA Z SANDER TRUSTEE 1.00 X 0 0 0 MINDY L SCHNEIDER TRUSTEE 1.00 X 0 0 0 BRAM SHAPIRO TRUSTEE 1.00 X 0 0 0 MALCOM L SHERMAN TRUSTEE 1.00 X 0 0 0 TODD E SOLOWAY TRUSTEE 1.00 X 0 0 0 MARK A SURCHIN TRUSTEE 1.00 X 0 0 0 BARTON J WINOKUR TRUSTEE 1.00 X 0 0 0 LEWIN C WRIGHT TRUSTEE 1.00 X 0 0 0 BING-LE WU TRUSTEE 1.00 X 0 0 0 LAN XUE TRUSTEE 1.00 X 0 0 0 DAVID L YALE TRUSTEE 1.00 X 0 0 0 XIRU ZHANG TRUSTEE 1.00 X 0 0 0 ORLA O'BRIEN ASSISTANT SECRETARY 50.00 X 130081 0 21552 CAROL FIERKE PROVOST, EVP ACADEMIC AFFAIRS 50.00 X 639566 0 65482 STEWART URETSKY EVP FINANCE AND ADMINISTRATION 50.00 X 576466 0 33000 SAMUEL SOLOMON CFO, TREASURER 50.00 X 382540 0 71664 TAREK SAGHIR CHIEF INVESTMENT OFFICER 50.00 X 694635 0 67914 HANNAH PETERS SVP INSTITUTIONAL ADVANCEMENT 50.00 X 496701 0 33000 JAMES LA CRETA CHIEF INFORMATION OFFICER 50.00 X 373227 0 57885 STEVEN LOCKE SVP, GENERAL COUNSEL 50.00 X 327813 0 69126 LOIS STANLEY VP CAMPUS OPERATIONS 50.00 X 302635 0 60143 ROBIN SWITZER VP HR 50.00 X 275438 0 27202 STEVEN KAREL VICE PROVOST FOR RESEARCH 50.00 X 239853 0 39268 MEREDITH AINBINDER CHIEF OF STAFF 50.00 X 230595 0 54425 JULIE JETTE SVP COMMUNICATIONS AS OF 06/2023 50.00 X 174698 0 57470 DANIAL KIM SVP COMMUNICATIONS THRU 05/2023 50.00 X 181985 0 32747 DEBARSHI NANDY FACULTY 50.00 X 340591 0 81763 KATHRYN APPLEBY DEAN 50.00 X 473912 0 68725 IRVING EPSTEIN FACULTY 50.00 X 344912 0 33598 GINA TURRIGIANO FACULTY 50.00 X 342068 0 64825 ANNA SCHERBINA FACULTY 50.00 X 368885 0 31312 7920394 0 1197067 422 0 1 0 ARAMARK SERVICES INC GROUP DALLAS LOCKBOX PO BOX 9788 DALLAS TX 753978839 FOOD SERVICE 18607160 ELAINE CONSTRUCTION COMPANY INC 90 WELLS AVENUE NEWTON MA 02459 CONSTRUCTION 8674424 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 4527024 PAYETTE ASSOCIATES INC 290 CONGRESS STREET BOSTON MA 02210 ARCHITECTS 3424683 BIGELOW & FLEMING LLC 14 NORFOLK AVENUE SOUTH EASTON MA 02375 CONSTRUCTION 2588030 220 296620 49501 66960331 49936554 3811454 117243006 TUITION & FEES 611710 296969304 296969304 AUXILIARY SERVICES 721000 51498660 51360189 138471 SPONSORED PROGRAMS 611710 14539489 14539489 BRANDEIS NATIONAL COMM 900099 862803 862803 CONFERENCES AND EVENTS 900099 633930 633930 5525373 5475337 50036 370029559 4861126 -2057750 6918876 2396241 2396241 1673483 0 1673483 1673483 835656 837827 249405161 244089153 5316008 5316008 509915 4806093 79549 49501 79549 0 MISCELLANEOUS INCOME 900099 1003474 1003474 1003474 502522897 370844526 -523672 14959037 6247201 6247201 119554975 119554975 1928514 1928514 6568835 944212 4603394 1021229 224910 224910 190248801 164100641 17975552 8172608 12658953 11035379 1101392 522182 24312580 20358761 2825308 1128511 13063265 11154963 1331440 576862 1972596 400260 1552430 19906 366269 366269 16441 16441 3385806 3385806 4451569 2995390 1160288 295891 2453194 1376529 993704 82961 15038198 12426523 2107385 504290 10035211 6448295 3567274 19642 25302402 20458901 4821952 21549 4624133 4084302 278823 261008 1983392 1880469 64464 38459 10008310 7615996 2392314 28499984 26493848 2006136 2782695 2782695 DINING SERVICES 20924216 20737672 76442 110102 STIPENDS AND FELLOWSHIP 9761917 9761917 LIBRARY 4630711 4626488 2132 2091 STUDY ABROAD PAYMENTS 3987599 3987599 20990117 12970209 7802163 217745 546022794 471830395 61197363 12995036 11019716 7629300 35722326 16005538 18651176 20340270 20937479 27408012 3749668 2973102 948776 933388 25442335 22720526 943374400 595865487 351281000 347508913 113309618 128438113 1125501652 1158982297 22545073 22245237 1729108819 1755184696 31316004 32241326 23277652 23850238 229839045 217473121 26325000 25625000 27509723 26365763 338267424 325555448 X 196332513 192497873 1194508882 1237131375 1390841395 1429629248 1729108819 1755184696 X -43499897 83467225 -1179477 X 0 1 X 1 1 1 X 54711068 27153598 61842603 42854023 117243006 303804298 54711068 27153598 61842603 42854023 117243006 303804298 6696709 297107589 6228097 9560732 -546250 10244757 10152944 35640280 4510443 4510443 140306 2822 77141 156716 79549 456534 344411555 1957850893 0.86270 0.81700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EVENT 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 16441 0 16441 0 PART II-B, LINE 1: THE 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. 10 460000 478200 909855 1 1 X X X X 0 1216216569 28452499 83871124 23193978 35798237 4639754 1264908223 1205167449 21025735 55987632 22486018 37801376 5676853 1216216569 1286001704 24278329 -42017382 21306264 35820108 5968830 1205167449 1073589245 7267347 271284958 20762020 35678107 9699722 1286001701 1073525864 18320825 39388112 21432479 34429939 1783138 1073589245 0.09165 0.60817 0.30017 0 0 50626775 50626775 699601201 459132984 240468217 172877350 136732503 36144847 20269074 20269074 347508913 GLOBAL EQUITY 72595371 F NON-U.S. EQUITY 170743767 F PRIVATE EQUITY 343467271 F HEDGE FUND/CREDIT 405373188 F REAL ASSETS 155756727 F CASH EQUIVALENTS AND OTHER 11045973 F 1158982297 ESTIMATED LIABILITY TO ANNUITANTS 8530797 ENVIRONMENTAL LIABILITY 6214206 REFUNDABLE STUDENT LOAN ADVANCES 954184 CAPITAL LEASE LIABILITY 9928942 DEFERRED COMPENSATION AND SEVERANCE 285426 ENERGY EFFICIENCY LIABILITY 452208 26365763 X 459941351 83467225 -122662966 -39195741 499137092 3385806 3385806 502522898 421153498 0 421153498 3385806 121483489 124869295 546022793 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE 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 6A FUNDS 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. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 59650 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 473417 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 2733155 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 35045 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 11825 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES STUDY ABROAD 22610 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 193443 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD 82200 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 111993 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CERN 660122 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH 4544 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH 51506 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RESEARCH 365230 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES RESEARCH 9697 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 117655 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES RESEARCH 5195 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 81739 SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH 3234 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH 271146 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 447898355 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2501785 SOUTH ASIA 0 0 INVESTMENTS 5923875 0 0 0 0 0 0 3611345 458006076 461617421 TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 3 48400 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID EAST ASIA AND THE PACIFIC 16 189936 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 113 1365495 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 2 15500 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID NORTH AMERICA 1 11825 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID RUSSIA AND NEIGHBORING STATES 2 10000 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID SOUTH AMERICA 12 161665 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID SOUTH ASIA 3 33300 SEE PART V TO STUDENTS STUDYING ABROAD SCHOLARSHIP AND FINANCIAL AID SUB-SAHARAN AFRICA 5 92393 SEE PART V 1 0 1 1 1 0 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. BOOK & AUTHOR LUNCH 7500 2000 5500 3000 2500 UNIVERSITY ON WHEELS 9261 1365 7896 7027 869 72 112288 46135 66153 920 56027 9206 129049 49500 79549 10947 58527 10075 79549 0 1 BOOZ ALLEN HAMILTON INC PO BOX 8500 S-2725 PHILADELPHIA PA 191782725 362513626 24923 0 RESEARCH BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 021182908 043314093 501(C)(3) 83553 0 RESEARCH BROWN UNIVERSITY PO BOX 1839 PROVIDENCE RI 029121839 050258809 501(C)(3) 159147 0 RESEARCH CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 501(C)(3) 28599 0 RESEARCH CAMBRIDGE PUBLIC HEALTH COMMISSION 1035 CAMBRIDGE STREET CAMBRIDGE MA 021391047 043320571 CITY OF CAMBRIDGE 20803 0 RESEARCH CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 24770 0 RESEARCH CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 237390358 501(C)(3) 105871 0 RESEARCH CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 016101400 042111203 501(C)(3) 13697 0 RESEARCH DETROIT RECOVERY PROJECT 1121 E MCNICHOLS DETROIT MI 48203 432078767 501(C)(3) 188313 0 RESEARCH DISABILITY POLICY CONSORTIUM 11 DARTMOUTH STREET SUITE 301 MALDEN MA 02148 043570281 501(C)(3) 52129 0 RESEARCH DISABILITY RIGHTS EDUC & DEFENSE FUND 3075 ADELINE STREET SUITE 210 BERKELEY CA 94703 942620758 501(C)(3) 71935 0 RESEARCH HEBREW SENIOR LIFE 1200 CENTRE STREET ROSLINDALE MA 02131 042104298 501(C)(3) 102335 0 RESEARCH HUMAN SERVICES RESEARCH INSTITUTE 2336 MASSACHUSETTS AVENUE CAMBRIDGE MA 02140 521039368 501(C)(3) 7531 0 RESEARCH JEWISH COMMUNITY CENTER OF SAN FRANCISCO 3200 CALIFORNIA STREET SAN FRANCISCO CA 94118 943227260 501(C)(3) 40000 0 RESEARCH JEWISH HOSPICE & CHAPLAINCY NETWORK 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 383429268 501(C)(3) 40000 0 RESEARCH JEWISH SOCIAL SERVICES OF MADISON INC 6434 ENTERPRISE LANE MADISON WI 53719 391300430 501(C)(3) 40000 0 RESEARCH JUSTICE IN AGING 1444 EYE STREET NW STE 1100 WASHINGTON DC 20005 953132674 501(C)(3) 50072 0 RESEARCH KENNELL AND ASSOCIATES INC 3130 FAIRVIEW PARK DRIVE SUITE 450 FALLS CHURCH VA 22042 541771141 41887 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 041564655 501(C)(3) 854260 0 RESEARCH NEW YORK UNIVERSITY 105 E 17TH STREET 2ND FLOOR NEW YORK NY 100039580 135562308 501(C)(3) 69643 0 RESEARCH NORC 55 E MONROE STREET 20TH FLOOR CHICAGO IL 60603 362167808 501(C)(3) 373753 0 RESEARCH NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 85427 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 237083114 STATE OF OR 206721 0 RESEARCH POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE INC 12 BROADWAY BEVERLY MA 01915 474235159 501(C)(3) 56042 0 RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 042103580 501(C)(3) 688456 0 RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA 220 MONTGOMERY STREET SAN FRANCISCO CA 94104 946036493 STATE OF CA 399805 0 RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 386006309 STATE OF MI 424617 0 RESEARCH REGENTS OF THE UNIVERSITY OF MINNESOTA 3 MORRILL HALL 100 CHURCH ST SE MINNEAPOLIS MN 55455 416007513 STATE OF MN 5835 0 RESEARCH RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 31839 0 RESEARCH STANLEY STREET TREATMENT AND RESOURCES INC 386 STANLEY STREET FALL RIVER MA 02720 042604426 501(C)(3) 22875 0 RESEARCH THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 93812 0 RESEARCH THE BROOKINGS INSTITUTE 1175 MASSACHUSETTS AVE NW WASHINGTON DC 200362103 530196577 501(C)(3) 78427 0 RESEARCH THE TOWERS FOUNDATION 18 TOWER LANE NEW HAVEN CT 065191764 061331831 501(C)(3) 40000 0 RESEARCH THE UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 606375418 362177139 501(C)(3) 257062 0 RESEARCH THOMAS JEFFERSON UNIVERSITY 1015 WALNUT STREET SUITE 704 PHILADELPHIA PA 19107 231352651 501(C)(3) 26865 0 RESEARCH TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEATLH AVENUE BOSTON MA 02215 042103547 501(C)(3) 592191 0 RESEARCH TRUSTEES OF TUFTS COLLEGE 419 BOSTON AVE MEDFORD MA 02155 042103634 501(C)(3) 235682 0 RESEARCH UNIVERSITY OF COLORADO AT BOULDER 3100 MARINE STREET BOULDER CO 80309 846000555 STATE OF CO 97983 0 RESEARCH UNIVERSITY OF HOUSTON 4800 CALHOUN RD HOUSTON TX 77004 746001399 STATE OF TX 21388 0 RESEARCH UNIVERSITY OF MASSACHUSETTS - AMHERST 405 GOODELL BUILDING 140 HICKS WAY AMHERST MA 010039272 043167352 STATE OF MA 105581 0 RESEARCH UNIVERSITY OF MASSACHUSETTS - WORCESTER 55 N LAKE AVE WORCESTER MA 01655 043167352 STATE OF MA 45103 0 RESEARCH UNIVERSITY OF NEW HAMPSHIRE 9 EDGEWOOD RD DURHAM NH 03824 026000937 501(C)(3) 25758 0 RESEARCH UNIVERSITY OF PITTSBURGH 300 MURDOCH I BUILDING 3420 FORBES AVE PITTSBURGH PA 15260 250965591 501(C)(3) 19986 0 RESEARCH UNIVERSITY OF RHODE ISLAND 75 LOWER COLLEGE ROAD KINGSTON RI 02881 223011455 STATE OF RI 19126 0 RESEARCH UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 613 COLUMBIA SC 29208 576001153 GOV'T 107429 0 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY 907 FLOYD AVE RICHMOND VA 23284 546001758 STATE OF VA 106934 0 RESEARCH WASHINGTON UNIVERSITY IN ST LOUIS 660 S EUCLID AVENUE ST LOUIS MO 63110 430653611 501(C)(3) 5019 0 RESEARCH WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1300 YORK AVENUE NEW YORK NY 10065 131623978 501(C)(3) 46115 0 RESEARCH 46 2 UNDERGRAD FINANCIAL AID 2355 86792280 MASTERS PROGRAM FINANCIAL AID 909 17519652 DOCTORAL PROGRAM FINANCIAL AID 473 14637166 CONTINUING PROGRAM FINANCIAL AID 27 97700 OTHER FINANCIAL AID 50 508177 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 III PROCEDURE 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. X X X 1 1 X X X X X X 1 1 0 0 0 0 0 0 0 RONALD LIEBOWITZ PRESIDENT 838257 0 0 0 185536 0 175713 0 55625 0 1255131 0 0 0 TAREK SAGHIR CHIEF INVESTMENT OFFICER 666137 0 0 0 28498 0 26400 0 44075 0 765110 0 0 0 CAROL FIERKE PROVOST, EVP ACADEMIC AFFAIRS 600175 0 0 0 39391 0 33000 0 35391 0 707957 0 0 0 STEWART URETSKY EVP FINANCE AND ADMINISTRATION 549604 0 0 0 26862 0 33000 0 3009 0 612475 0 0 0 KATHRYN APPLEBY DEAN 430694 0 0 0 43218 0 33000 0 38377 0 545289 0 0 0 HANNAH PETERS SVP INSTITUTIONAL ADVANCEMENT 474706 0 0 0 21995 0 33000 0 2758 0 532459 0 0 0 SAMUEL SOLOMON CFO, TREASURER 369642 0 0 0 12898 0 33000 0 41146 0 456686 0 0 0 JAMES LA CRETA CHIEF INFORMATION OFFICER 366060 0 0 0 7167 0 33000 0 28031 0 434258 0 0 0 DEBARSHI NANDY FACULTY 337127 0 0 0 3464 0 33000 0 50111 0 423702 0 0 0 GINA TURRIGIANO FACULTY 338727 0 0 0 3341 0 33000 0 32972 0 408040 0 0 0 ANNA SCHERBINA FACULTY 364755 0 0 0 4130 0 29064 0 3498 0 401447 0 0 0 STEVEN LOCKE SVP, GENERAL COUNSEL 322752 0 0 0 5061 0 33000 0 38360 0 399173 0 0 0 IRVING EPSTEIN FACULTY 341849 0 0 0 3063 0 33000 0 1610 0 379522 0 0 0 LOIS STANLEY VP CAMPUS OPERATIONS 295642 0 0 0 6993 0 31232 0 31082 0 364949 0 0 0 ROBIN SWITZER VP HR 271504 0 0 0 3934 0 27202 0 2406 0 305046 0 0 0 MEREDITH AINBINDER CHIEF OF STAFF 230235 0 0 0 360 0 19943 0 35590 0 286128 0 0 0 STEVEN KAREL VICE PROVOST FOR RESEARCH 234578 0 0 0 5275 0 24037 0 16896 0 280786 0 0 0 JULIE JETTE SVP COMMUNICATIONS AS OF 06/2023 174146 0 0 0 552 0 18942 0 39410 0 233050 0 0 0 DANIAL KIM SVP COMMUNICATIONS THRU 05/2023 112032 0 0 0 69953 0 11877 0 21643 0 215505 0 0 0 ORLA O'BRIEN ASSISTANT SECRETARY 129529 0 0 0 552 0 12393 0 9913 0 152387 0 0 0 PART I, LINE 1A TRAVEL 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-B PART 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. A MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P 043431814 000000000 2013-07-18 36500000 CONSTRUCTION, REFUND '04 BOND 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q 043431814 000000000 2017-06-15 20000000 CONSTRUCTION 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R 043431814 57584YLJ6 2018-08-21 41421007 REFUND '08 BONDS 0 0 0 D MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1 043431814 000000000 2019-07-03 132703346 REFUND '10 BOND 0 0 0 A 11198729 36500000 403050 14951609 21145341 2014 1 0 1 1 B 2625000 20000000 20000000 2019 0 0 1 1 C 5504984 41421007 435572 40985435 2018 1 0 1 1 D 28664944 132703346 815322 131888024 2020 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 1 0 0.01000 0.00010 0.01010 0 0 1 C 0 0 0 1 0 0.00000 0.00090 0.00090 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER 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 F PROCEEDS 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). A MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2 043431814 575844PM5 2019-03-05 44292634 CONSTRUCTION OF BUILDINGS 0 0 0 A 44292634 263682 44028952 2021 0 0 1 1 A 0 0 0 1 0 0.00000 0.00030 0.00030 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 ELANAH URETSKY S. URETSKY - EVP 162079 EMPLOYMENT 0 LUCY GOODHART S. KAY - TRUSTEE 61253 EMPLOYMENT 0 JESSICA LIEBOWITZ R. LIEBOWITZ - PRES 73691 EMPLOYMENT 0 PART IV: JESSICA 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. X 1 APPRAISAL X 134 3811454 AVERAGE OF HIGH LOW 1 0 1 0 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. FORM 990, PART I, LINE 1 ORGANIZATION'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 11B THE 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 12C THE 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 15 THE 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 19 THE 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. PARTNERSHIP 1 INVESTING TX BRANDEIS EXCLUDED 5682123 3679208 0 0 0.99950 CHARITABLE REMAINDER TRUSTS (17) PO BOX 9110 WALTHAM MA 024549110 INVESTING MA T 1 CHARITABLE REMAINDER TRUSTS (1) PO BOX 9110 WALTHAM MA 024549110 INVESTING FL T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0