BRANDEIS UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-16
IRS object ID: 202221369349312352
Schema version: 2020v4.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T15:08:27-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SOUTH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103552	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRANDEIS UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRAN	BusinessNameControlTxt
Phone	7817362000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 9110	AddressLine1Txt
City	WALTHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	024549110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SAMUEL SOLOMON	PersonNm
Person Title	CFO AND TREASURER	PersonTitleTxt
Phone	7817362000	PhoneNum
Signature	2022-05-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SAMUEL	PersonFirstNm
Person Last	SOLOMON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GENEVA FURLANO	PreparerPersonNm
PTIN	P01877392	PTIN
Phone	6179881000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RONALD LIEBOWITZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 9110	AddressLine1Txt
City	WALTHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	024549110	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$717,068,008	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BRANDEIS.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1947	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	44	VotingMembersGoverningBodyCnt
Voting Members Independent	41	VotingMembersIndependentCnt
Total Employee	5108	TotalEmployeeCnt
Total Volunteers	1632	TotalVolunteersCnt
Total Gross UBI	-$1,640,697	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$211,279	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$54,711,068	PYContributionsGrantsAmt
CY Contributions Grants	$27,153,598	CYContributionsGrantsAmt
PY Program Service Revenue	$389,017,866	PYProgramServiceRevenueAmt
CY Program Service Revenue	$362,102,384	CYProgramServiceRevenueAmt
PY Investment Income	$5,584,314	PYInvestmentIncomeAmt
CY Investment Income	$5,401,330	CYInvestmentIncomeAmt
PY Other Revenue	$8,079,629	PYOtherRevenueAmt
CY Other Revenue	$4,945,166	CYOtherRevenueAmt
PY Total Revenue	$457,392,877	PYTotalRevenueAmt
CY Total Revenue	$399,602,478	CYTotalRevenueAmt
PY Grants And Similar Paid	$114,541,175	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$112,513,964	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$215,174,488	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$208,377,383	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$12,898,634	CYTotalFundraisingExpenseAmt
PY Other Expenses	$148,258,058	PYOtherExpensesAmt
CY Other Expenses	$138,437,438	CYOtherExpensesAmt
PY Total Expenses	$477,973,721	PYTotalExpensesAmt
CY Total Expenses	$459,328,785	CYTotalExpensesAmt
PY Revenues Less Expenses	-$20,580,844	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$59,726,307	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,638,021,472	TotalAssetsBOYAmt
Total Assets EOY	$1,811,655,582	TotalAssetsEOYAmt
Total Liabilities BOY	$407,782,210	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$364,299,098	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,230,239,262	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,447,356,484	NetAssetsOrFundBalancesEOYAmt
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$301,939,282	ExpenseAmt
Grant	$105,102,557	GrantAmt
Revenue	$266,442,909	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$57,955,660	ExpenseAmt
Grant	$7,411,407	GrantAmt
Revenue	$66,385,771	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$40,280,211	ExpenseAmt
Revenue	$30,189,438	RevenueAmt
Desc	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.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$400,175,153	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6277	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5108	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	44	GoverningBodyVotingMembersCnt
Independent Voting Member	41	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SAMUEL SOLOMON CFO AND TREASURER	PersonNm
Phone	7817362000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	415 SOUTH STREET	AddressLine1Txt
City	WALTHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02454	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
RONALD LIEBOWITZ
PRESIDENT	60.00	Yes (X)	Yes (X)	$798,798	$0	$233,204
MEYER KOPLOW
TRUSTEE - CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
LISA R KRANC
TRUSTEE - CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
FRANCES R BERMANZOHN
TRUSTEE - VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
DANIEL J JICK
TRUSTEE - VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
CURTIS H TEARTE
TRUSTEE - VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
ELLEN L KAPLAN
TRUSTEE - SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
LESLIE M ARONZON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JAYNE G BEKER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CYNTHIA L BERENSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BONNIE A BERGER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DEBORAH BIAL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DANIEL BLUMENTHAL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LEWIS H BROOKS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEVEN M BUNSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MERLE R CARRUS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JONATHAN G DAVIS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BARBARA A DORTCH-OKARA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NANCY A DREYER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MADALYN E FRIEDBERG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RONALD L KAISERMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LINDA HELLER KAMM
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEPHEN B KAY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOSHUA M KRAFT
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARTIN R KUPFERBERG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
GEORG B MUZICANT
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SYLVIA M NEIL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MONIQUE L NELSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LOUIS PERLMUTTER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
GREGORY A PETSKO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RON RATNER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEPHEN R REINER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ADAM RIFKIN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CAROL R SAIVETZ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BARBARA Z SANDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MINDY L SCHNEIDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CYNTHIA SHAPIRA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BRAM SHAPIRO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MALCOM L SHERMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARK A SURCHIN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BARTON J WINOKUR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BING-LE WU
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LAN XUE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
XIRU ZHANG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ORLA O'BRIEN
ASSISTANT SECRETARY	50.00		Yes (X)	$122,828	$0	$12,168
LISA LYNCH
PROVOST	50.00		Yes (X)	$512,584	$0	$63,392
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION	50.00		Yes (X)	$506,166	$0	$23,831
SAMUEL SOLOMON
CFO AND TREASURER	50.00		Yes (X)	$307,091	$0	$47,573
CAROL FIERKE
PROVOST (AS OF 01/2021)	50.00		Yes (X)	$0	$0	$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	50.00			$779,656	$0	$61,336	Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL	50.00			$226,739	$0	$41,606	Yes (X)
JAMES LA CRETA
CHIEF INFORMATION OFFICER	50.00			$313,558	$0	$33,236	Yes (X)
ZAMIRA KORFF
SVP INSTITUTIONAL ADVANCEMENT	50.00			$476,243	$0	$68,403	Yes (X)
DAN KIM
SVP COMMUNICATIONS	50.00			$263,920	$0	$43,104	Yes (X)
LOIS STANLEY
VP CAMPUS OPERATIONS	50.00			$247,213	$0	$38,549	Yes (X)
ROBIN SWITZER
VP OF HR	50.00			$236,345	$0	$8,333	Yes (X)
WILLIAM O'REILLY
CHIEF OF STAFF	50.00			$228,396	$0	$11,531	Yes (X)
EDWARD HACKETT
VP RESEARCH THRU 12/2020	50.00			$261,431	$0	$11,288	Yes (X)
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS	50.00			$403,198	$0	$28,668		Yes (X)
IRVING EPSTEIN
FACULTY	50.00			$326,202	$0	$16,428		Yes (X)
KATHRYN GRADDY
DEAN	50.00			$410,666	$0	$49,107		Yes (X)
DEBARSHI NANDY
FACULTY	50.00			$319,965	$0	$54,390		Yes (X)
ANNA SCHERBINA
FACULTY	50.00			$325,273	$0	$17,420		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,066,272	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$863,567	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	444	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC
9801 WASHINGTONIAN BOULEVARD	GAITHERSBURG	MD	20878	FOOD SERVICE	$20,567,139
COMMODORE BUILDERS
404 WYMAN STREET SUITE 400	WALTHAM	MA	02451	CONSTRUCTION	$6,169,430
HURON CONSULTING GROUP LLC
550 W VAN BUREN STREET	CHICAGO	IL	60607	IT CONSULTANT	$3,995,017
THE BROAD INSTITUTE INC
415 MAIN STREET	CAMBRIDGE	MA	021421401	COVID-19 TESTING	$2,320,000
SIGNATURE COMMERCIAL SOLUTIONS
200 W CYPRESS CREEK ROAD SUITE 40	FORT LAUDERDALE	FL	33309	TEMP STAFFING	$2,043,469

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	170	CntrctRcvdGreaterThan100KCnt
Membership Dues	$336,015	MembershipDuesAmt
Fundraising	$82,922	FundraisingAmt
All Other Contributions	$26,734,661	AllOtherContributionsAmt
Noncash Contributions	$2,637,502	NoncashContributionsAmt
Total Contributions	$27,153,598	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	611710	$261,673,940	$261,673,940
SPONSORED PROGRAMS	611710	$66,385,771	$66,385,771
AUXILIARY SERVICES	721000	$30,189,438	$30,189,438
FOSTER BIO LAB	611710	$145,614		$145,614
CONTRACTUAL INCOME	900099	$121,719	$121,719

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,585,902	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,585,902	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$362,102,384	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,178,123	TotalRevenueColumnAmt
Unrelated Business Revenue	-$3,425,593	UnrelatedBusinessRevenueAmt
Exclusion	$6,603,716	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,962	TotalRevenueColumnAmt
Exclusion	$23,962	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,416,610	TotalRevenueColumnAmt
Exclusion	$2,416,610	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,612,822	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,612,822	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,612,822	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,096,378	UnrelatedBusinessRevenueAmt
Exclusion	$516,444	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$319,661,953	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$317,378,801	SecuritiesAmt
Other	$83,907	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,283,152	SecuritiesAmt
Other	-$83,907	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,199,245	TotalRevenueColumnAmt
Unrelated Business Revenue	$542,904	UnrelatedBusinessRevenueAmt
Exclusion	$1,656,341	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,822	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$82,922	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,822	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	611710	BusinessCd
Total Revenue Column	$915,734	TotalRevenueColumnAmt
Related Or Exempt Func Income	$915,734	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$915,734	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$399,602,478	TotalRevenueColumnAmt
Related Or Exempt Func Income	$362,872,504	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,640,697	UnrelatedBusinessRevenueAmt
Exclusion	$11,217,073	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,212,941	TotalAmt
Program Services	$4,212,941	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$108,277,344	TotalAmt
Program Services	$108,277,344	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$23,679	TotalAmt
Program Services	$23,679	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,100,811	TotalAmt
Program Services	$677,307	ProgramServicesAmt
Management And General	$3,735,174	ManagementAndGeneralAmt
Fundraising	$688,330	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$227,254	TotalAmt
Program Services	$227,254	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$171,186,402	TotalAmt
Program Services	$147,221,576	ProgramServicesAmt
Management And General	$14,909,828	ManagementAndGeneralAmt
Fundraising	$9,054,998	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$186,033	TotalAmt
Program Services	$170,735	ProgramServicesAmt
Management And General	$5,039	ManagementAndGeneralAmt
Fundraising	$10,259	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$19,552,150	TotalAmt
Program Services	$16,422,941	ProgramServicesAmt
Management And General	$2,051,123	ManagementAndGeneralAmt
Fundraising	$1,078,086	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,124,733	TotalAmt
Program Services	$10,315,813	ProgramServicesAmt
Management And General	$1,150,354	ManagementAndGeneralAmt
Fundraising	$658,566	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$935,624	TotalAmt
Program Services	$551,704	ProgramServicesAmt
Management And General	$381,220	ManagementAndGeneralAmt
Fundraising	$2,700	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$322,341	TotalAmt
Management And General	$322,341	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$7,678	TotalAmt
Program Services	$7,678	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,429,677	TotalAmt
Management And General	$3,429,677	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,746,547	TotalAmt
Program Services	$3,890,702	ProgramServicesAmt
Management And General	$1,452,775	ManagementAndGeneralAmt
Fundraising	$403,070	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,142,319	TotalAmt
Program Services	$1,106,149	ProgramServicesAmt
Management And General	$30,490	ManagementAndGeneralAmt
Fundraising	$5,680	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,076,081	TotalAmt
Program Services	$8,405,763	ProgramServicesAmt
Management And General	$2,241,134	ManagementAndGeneralAmt
Fundraising	$429,184	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,554,158	TotalAmt
Program Services	$4,938,702	ProgramServicesAmt
Management And General	$3,594,290	ManagementAndGeneralAmt
Fundraising	$21,166	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$19,652,384	TotalAmt
Program Services	$15,809,166	ProgramServicesAmt
Management And General	$3,835,696	ManagementAndGeneralAmt
Fundraising	$7,522	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$498,515	TotalAmt
Program Services	$393,882	ProgramServicesAmt
Management And General	$99,101	ManagementAndGeneralAmt
Fundraising	$5,532	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$366,360	TotalAmt
Program Services	$345,844	ProgramServicesAmt
Management And General	$9,721	ManagementAndGeneralAmt
Fundraising	$10,795	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,822,622	TotalAmt
Program Services	$9,218,355	ProgramServicesAmt
Management And General	$2,604,267	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,613,073	TotalAmt
Program Services	$25,695,081	ProgramServicesAmt
Management And General	$1,917,992	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,101,196	TotalAmt
Program Services	$11,200	ProgramServicesAmt
Management And General	$2,089,996	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DINING SERVICES	$17,572,348	$17,544,513	$26,267	$1,568
STIPENDS AND FELLOWSHIP	$8,774,436	$8,770,239	$4,197
LIBRARY	$4,551,337	$4,549,025	$2,226	$86
STUDY ABROAD PAYMENTS	$485,044	$485,044

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,785,698	TotalAmt
Program Services	$10,902,516	ProgramServicesAmt
Management And General	$2,362,090	ManagementAndGeneralAmt
Fundraising	$521,092	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$459,328,785	TotalAmt
Program Services	$400,175,153	ProgramServicesAmt
Management And General	$46,254,998	ManagementAndGeneralAmt
Fundraising	$12,898,634	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$12,263,971	BOYAmt
EOY	$22,405,592	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$62,184,111	BOYAmt
EOY	$18,448,393	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,751,408	BOYAmt
EOY	$7,678,483	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,102,803	BOYAmt
EOY	$21,071,042	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$7,594,582	BOYAmt
EOY	$6,233,201	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$474,214	BOYAmt
EOY	$543,158	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$17,380,866	BOYAmt
EOY	$26,108,657	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$871,146,838	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$512,694,125	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$360,799,121	BOYAmt
EOY	$358,452,713	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$104,921,545	BOYAmt
EOY	$76,229,146	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$994,537,741	BOYAmt
EOY	$1,238,605,116	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$48,011,110	BOYAmt
EOY	$35,880,081	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,638,021,472	BOYAmt
EOY	$1,811,655,582	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,188,146	BOYAmt
EOY	$37,920,960	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$22,728,074	BOYAmt
EOY	$18,963,938	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$264,059,043	BOYAmt
EOY	$253,152,237	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$28,275,000	BOYAmt
EOY	$27,650,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$35,000,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$27,531,947	BOYAmt
EOY	$26,611,963	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$407,782,210	BOYAmt
EOY	$364,299,098	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$182,889,973	BOYAmt
EOY	$205,659,294	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,047,349,289	BOYAmt
EOY	$1,241,697,190	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,230,239,262	BOYAmt
EOY	$1,447,356,484	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,638,021,472	BOYAmt
EOY	$1,811,655,582	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$59,726,307	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$279,297,913	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$2,454,384	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$79,939,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$45,233,439	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,754,856	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$54,711,068	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,153,598	CurrentTaxYearAmt
Total	$248,792,440	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$79,939,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$45,233,439	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,754,856	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$54,711,068	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,153,598	CurrentTaxYearAmt
Total	$248,792,440	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$44,398,431	SubstantialContributorsTotAmt
Public Support Total170	$204,394,009	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,648,338	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,456,642	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,175,283	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,228,097	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,560,732	CurrentTaxYearAmt
Total	$57,069,092	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$130,592	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,740	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$131,890	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$140,306	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,822	CurrentTaxYearAmt
Total	$515,350	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$306,376,882	TotalSupportAmt
Gross Receipts Rltd Activities	$1,868,577,275	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.66710	PublicSupportCY170Pct
Public Support PY170	0.67680	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	EVENT REVENUE AND OTHER MISCELLANEOUS INCOME - 2016 AMOUNT: $ 130,592. 2017 AMOUNT: $ 109,740. 2018 AMOUNT: $ 131,890. 2019 AMOUNT: $ 140,306. 2020 AMOUNT: $ 2,822.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$7,678	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$7,678	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	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, 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 $7,678.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	11	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$45,643	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$14,950	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$1,125,909	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,073,525,864	BeginningYearBalanceAmt
Contributions	$18,320,825	ContributionsAmt
Investment Earnings Or Losses	$39,388,112	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,432,479	GrantsOrScholarshipsAmt
Other Expenditures	$34,429,939	OtherExpendituresAmt
Administrative Expenses	$1,783,138	AdministrativeExpensesAmt
End Year Balance	$1,073,589,245	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,046,386,224	BeginningYearBalanceAmt
Contributions	$19,978,652	ContributionsAmt
Investment Earnings Or Losses	$58,779,655	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,139,541	GrantsOrScholarshipsAmt
Other Expenditures	$30,479,126	OtherExpendituresAmt
End Year Balance	$1,073,525,864	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$976,887,018	BeginningYearBalanceAmt
Contributions	$23,964,663	ContributionsAmt
Investment Earnings Or Losses	$95,171,930	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$18,988,748	GrantsOrScholarshipsAmt
Other Expenditures	$30,648,639	OtherExpendituresAmt
End Year Balance	$1,046,386,224	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$866,777,766	BeginningYearBalanceAmt
Contributions	$62,895,086	ContributionsAmt
Investment Earnings Or Losses	$95,868,789	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,645,319	GrantsOrScholarshipsAmt
Other Expenditures	$32,009,304	OtherExpendituresAmt
End Year Balance	$976,887,018	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09670	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.54510	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35810	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,903,754	OtherCostOrOtherBasisAmt
Book Value	$47,903,754	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$415,438,365	OtherCostOrOtherBasisAmt
Depreciation	$204,556,231	DepreciationAmt
Book Value	$210,882,134	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$226,812,675	OtherCostOrOtherBasisAmt
Depreciation	$193,927,311	DepreciationAmt
Book Value	$32,885,364	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$150,744,809	OtherCostOrOtherBasisAmt
Depreciation	$114,210,583	DepreciationAmt
Book Value	$36,534,226	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,247,235	OtherCostOrOtherBasisAmt
Book Value	$30,247,235	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$358,452,713	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GLOBAL EQUITY	$101,687,211	F
NON-U.S. EQUITY	$243,118,723	F
PRIVATE EQUITY	$293,468,296	F
HEDGE FUND/CREDIT	$448,000,403	F
REAL ASSETS	$120,921,332	F
CASH EQUIVALENTS AND OTHER	$31,409,151	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,238,605,116	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ESTIMATED LIABILITY TO ANNUITANTS	$11,149,858
DEFERRED COMPENSATION AND SEVERANCE	$266,968
ENVIRONMENTAL LIABILITY	$5,639,800
REFUNDABLE STUDENT LOAN ADVANCES	$2,931,475
CAPITAL LEASE LIABILITY	$6,623,862

Field	Value	IRS element (for citing)
Total Liability	$26,611,963	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$567,913,775	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$279,297,913	NetUnrealizedGainsInvstAmt
Other Revenue	-$107,556,939	OtherRevenueAmt
Revenue Not Reported	$171,740,974	RevenueNotReportedAmt
Revenue Subtotal	$396,172,801	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,429,677	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$3,429,677	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$399,602,478	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$350,796,551	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$350,796,551	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,429,677	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$105,102,557	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$108,532,234	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$459,328,785	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 -105,102,557. CHANGE IN VALUE OF SPLIT INTEREST -2,454,382.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID 105,102,557.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	SEE SUPPLEMENTAL INFO
PART I, LINE 3	NONDISCRIMINATION POLICY THE UNIVERSITY'S NON-DISCRIMINATION AND HARASSMENT POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK AND HUMAN RESOURCE AND EMPLOYEE RELATIONS POLICY AND PROCEDURES MANUAL ON THE BRANDEIS WEBSITE. THE POLICY APPLIES TO ALL BRANDEIS STUDENTS, FACULTY AND STAFF. NOTICE OF NONDISCRIMINATION POLICY IS ALSO AVAILABLE ON BRANDEIS UNIVERSITY'S HOMEPAGE. BRANDEIS UNIVERSITY IS COMMITTED TO AND STRIVES TO CREATE AN EDUCATIONAL AND WORK ENVIRONMENT FREE OF DISCRIMINATION, HARASSMENT & SEXUAL VIOLENCE. BRANDEIS PROHIBITS DISCRIMINATION AND HARASSMENT AGAINST STUDENTS, STAFF, AND FACULTY ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ETHNICITY, CASTE, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY/EXPRESSION, INCLUDING TRANSGENDER IDENTITY, RELIGION, DISABILITY, AGE, GENETICS, ACTIVE MILITARY OR VETERAN STATUS AND ANY OTHER CHARACTERISTICS PROTECTED UNDER APPLICABLE FEDERAL OR MASSACHUSETTS LAW, KNOWN AS "PROTECTED CATEGORIES." BRANDEIS ALSO PROHIBITS SEXUAL VIOLENCE AGAINST STUDENTS, STAFF AND FACULTY WHICH INCLUDES SEXUAL ASSAULT, STALKING, DATING VIOLENCE, AND DOMESTIC VIOLENCE. SOME OF THE STATE AND FEDERAL LAWS APPLICABLE TO ISSUES OF DISCRIMINATION, HARASSMENT, AND SEXUAL VIOLENCE INCLUDE TITLE VII OF THE 1964 CIVIL RIGHTS ACT, AND ITS STATE COUNTERPART, M.G.L. C. 151B; TITLE VI OF THE 1964 CIVIL RIGHTS ACT; TITLE IX OF THE 1972 EDUCATION AMENDMENTS; THE VIOLENCE AGAINST WOMEN ACT (VAWA); THE AMERICANS WITH DISABILITY ACT (ADA) AND THE ADA AMENDMENTS ACTS (ADAAA); SECTION 503 AND 504 OF THE REHABILITATION ACT; AND THE AGE DISCRIMINATION IN EMPLOYMENT ACT (ADEA). BRANDEIS UNIVERSITY AFFIRMS ITS COMMITMENT TO EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION AND DOES NOT DISCRIMINATE IN ITS EDUCATIONAL PROGRAMS OR ACTIVITIES, OR IN EMPLOYMENT BASED ON ANY OF THE PROTECTED CATEGORIES.
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.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$459,000
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	CERN	$995,278
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$2,500
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$163,923
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	RESEARCH	$151,729
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	RESEARCH	$33,280
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$53,198
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICES	RESEARCH	$26,662
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$204,163
SOUTH ASIA	PROGRAM SERVICES	RESEARCH	$19,942
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$11,154
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$514,085,754

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$1,885,570	SubtotalSpentAmt
Continuation Spent	$514,321,013	ContinuationSpentAmt
Total Spent	$516,206,583	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	SCHOLARSHIP AND FINANCIAL AID	TypeOfAssistanceTxt
Region	EAST ASIA AND THE PACIFIC	RegionTxt
Recipient	9	RecipientCnt
Cash Grant	$23,679	CashGrantAmt
Manner Of Cash Disbursement	SEE PART V	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	PROCEDURE FOR MONITORING USE OF GRANT FUNDS 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 ACCOUNTING METHOD:
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

Field	Value	IRS element (for citing)
Event1	ZOOM EVENT SERIES	Event1Nm
Gross Receipts Event1	$25,766	GrossReceiptsEvent1Amt
Charitable Contri Event1	$25,766	CharitableContriEvent1Amt
Event2	UOW WITH HADASSAH	Event2Nm
Gross Receipts Event2	$7,364	GrossReceiptsEvent2Amt
Charitable Contri Event2	$7,364	CharitableContriEvent2Amt
Other Events Total	48	OtherEventsTotalCnt
Gross Receipts Other Events	$52,614	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$49,792	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$2,822	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$985	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$223	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$1,614	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$85,744	GrossReceiptsTotalAmt
Charitable Contributions Tot	$82,922	CharitableContributionsTotAmt
Gross Revenue Total Events	$2,822	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$985	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$223	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$1,614	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,822	DirectExpenseSummaryEventsAmt
Net Income Summary	$0	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (60 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
AUTISTIC SELF ADVOCACY NETWORK
PO BOX 66122	WASHINGTON	DC	20035	261270198	501(C)(3)	$60,000	RESEARCH
BOSTON UNIVERSITY
881 COMMONWEATLH AVENUE	BOSTON	MA	02215	042103547	501(C)(3)	$38,095	RESEARCH
BROWN UNIVERSITY
PO BOX 1839	PROVIDENCE	RI	029121839	050258809	501(C)(3)	$232,075	RESEARCH
COMAGINE HEALTH
10700 MERIDIAN AVE N SUITE 300 PO	SEATTLE	WA	98133	911072875	501(C)(3)	$170,244	RESEARCH	BOX 33400
COMMONWEALTH OF MASSACHUSETTS
1 ASHBURTON PLACE	BOSTON	MA	02108	046002284	GOV'T	$19,833	RESEARCH
DISABILITY POLICY CONSORTIUM
11 DARTMOUTH STREET SUITE 301	MALDEN	MA	02148	043570281	501(C)(3)	$61,236	RESEARCH
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 ADELINE STREET SUITE 210	BERKELEY	CA	94703	942620758	501(C)(3)	$51,466	RESEARCH
HEALTHPARTNERS INSTITUTE
8170 33RD AVENUE SOUTH	BLOOMINGTON	MN	554254516	411693838	501(C)(4)	$10,411	RESEARCH
HEBREW SENIOR LIFE
1200 CENTRE STREET	ROSLINDALE	MA	02131	042104298	501(C)(3)	$105,993	RESEARCH
HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE
6720A ROCKLEDGE DR	BETHESDA	MD	20817	521317896	501(C)(3)	$24,648	RESEARCH
HUMAN SERVICES RESEARCH INSTITUTE
2336 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02140	521039368	501(C)(3)	$10,227	RESEARCH
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327B	BALTIMORE	MD	21211	520595110	501(C)(3)	$20,298	RESEARCH
KEENE STATE COLLEGE
229 MAIN STREET	KEENE	NH	03435	026000937	501(C)(3)	$11,000	RESEARCH
KENNELL AND ASSOCIATES INC
3130 FAIRVIEW PARK DRIVE SUITE 450	FALLS CHURCH	VA	22042	541771141	CORPORATE	$36,761	RESEARCH
LIBERTY HOSPITAL FOUNDATION
2525 GLENN HENDREN DRIVE PO BOX	LIBERTY	MO	64069	431356176	501(C)(3)	$8,694	RESEARCH	1002
MAIN LINE HOSPITALS INC
3803 WEST CHESTER PIKE SUITE 250	NEWTOWN SQUARE	PA	19073	231352160	501(C)(3)	$16,922	RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	041564655	501(C)(3)	$22,073	RESEARCH
MAYO CLINIC
200 FIRST ST SW	ROCHESTER	MN	55905	416011702	501(C)(3)	$15,000	RESEARCH
NEW YORK UNIVERSITY
105 E 17TH STREET 2ND FLOOR	NEW YORK	NY	100039580	135562308	501(C)(3)	$335,278	RESEARCH
NORC
55 E MONROE STREET 20TH FLOOR	CHICAGO	IL	60603	362167808	501(C)(3)	$152,039	RESEARCH
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE	BOSTON	MA	02115	041679980	501(C)(3)	$173,093	RESEARCH
OREGON STATE UNIVERSITY
1500 SW JEFFERSON STREET	CORVALLIS	OR	973318655	611730890	501(C)(3)	$145,458	RESEARCH
OWENSBORO HEALTH FOUNDATION INC
1201 PLEASANT VALLEY ROAD	OWENSBORO	KY	42303	611251763	501(C)(3)	$15,263	RESEARCH
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA AVE 151P	PALO ALTO	CA	943040038	770207331	501(C)(3)	$94,385	RESEARCH
PINE REST CHRISTIAN MENTAL HEALTH SERVICES
300 68TH STREET SE	GRAND RAPIDS	MI	49548	381368360	501(C)(3)	$14,289	RESEARCH
PRESBYTERIAN HEALTHCARE FOUNDATION
PO BOX 26666	ALBUQUERQUE	NM	87125	856016041	501(C)(3)	$6,836	RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649	BOSTON	MA	022415649	042103580	501(C)(3)	$452,467	RESEARCH
PROMEDICA HEALTH SYSTEM
100 MADISON AVENUE	TOLEDO	OH	43604	341517671	501(C)(3)	$12,500	RESEARCH
PROVIDENCE GENERAL FOUNDATION
1801 LIND AVE SW	RENTON	WA	98057	911041617	501(C)(3)	$11,487	RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
220 MONTGOMERY STREET	SAN FRANCISCO	CA	94104	946036493	501(C)(3)	$92,627	RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREET	ANN ARBOR	MI	48109	386006309	501(C)(3)	$164,076	RESEARCH
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH ST SE	MINNEAPOLIS	MN	55455	416007513	GOV'T	$26,574	RESEARCH
RHODE ISLAND HOSPITAL
593 EDDY STREET	PROVIDENCE	RI	02903	050258954	501(C)(3)	$21,065	RESEARCH
RIGHT QUESTION INSTITUTE
2464 MASSACHUSETTS AVENUE SUITE 314	CAMBRIDGE	MA	02140	043099027	501(C)(3)	$24,000	RESEARCH
ROCHESTER INSTITUTE OF TECHNOLOGY
46 LOMB MEMORIAL DRIVE	ROCHESTER	NY	14623	160743140	501(C)(3)	$47,428	RESEARCH
SAINT JOSEPH MERCY HEALTH SYSTEM
PO BOX 995 SUITE 2B-05	ANN ARBOR	MI	481060995	382113393	501(C)(3)	$22,935	RESEARCH
SCOTT & WHITE HEALTHCARE FOUNDATION
301 N WASHINGTON AVENUE	DALLAS	TX	75246	273513154	501(C)(3)	$13,960	RESEARCH
SOJOURN CHAPLAINCY
1001 POTRERO AVENUE	SAN FRANCISCO	CA	94110	941156840	501(C)(3)	$12,500	RESEARCH
STANLEY STREET TREATMENT AND RESOURCES INC
386 STANLEY STREET	FALL RIVER	MA	02720	042604426	501(C)(3)	$95,720	RESEARCH
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET	BOSTON	MA	02115	042312909	501(C)(3)	$17,465	RESEARCH
THE NEW YORK AND PRESBYTERIAN HOSPITAL
525 EAST 68TH STREET	NEW YORK	NY	10065	133957095	501(C)(3)	$16,963	RESEARCH
THE OHIO STATE UNIVERSITY
1960 KENNY ROAD	COLUMBUS	OH	432101063	316025986	GOV'T	$164,009	RESEARCH
THE RAND CORPORATION
1776 MAIN STREET	SANTA MONICA	CA	90401	951958142	501(C)(3)	$45,878	RESEARCH
THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD	LA JOLLA	CA	92037	990435954	501(C)(3)	$55,568	RESEARCH
THE UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY NE BOX 354965	SEATTLE	WA	98105	916001537	GOV'T	$63,664	RESEARCH
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVE	CHESTNUT HILL	MA	02467	042103545	501(C)(3)	$38,163	RESEARCH
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEATLH AVENUE	BOSTON	MA	02215	042103547	501(C)(3)	$86,644	RESEARCH
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVE	MEDFORD	MA	02155	042103634	501(C)(3)	$200,590	RESEARCH
UNIDOSUS
1126 16TH STREET NW	WASHINGTON	DC	200364845	860212873	501(C)(3)	$20,000	RESEARCH
UNIVERSITY OF COLORADO AT BOULDER
3100 MARINE STREET	BOULDER	CO	80309	846000555	501(C)(3)	$50,937	RESEARCH
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET SUITE 352	URBANA	IL	618013620	376000511	501(C)(3)	$50,037	RESEARCH
UNIVERSITY OF MASSACHUSETTS - AMHERST
CONTROLLERS OFFICE 405 GOODELL	AMHERST	MA	010039272	043167352	GOV'T	$38,334	RESEARCH	BUILDING 140 HICKS WAY
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVE	WORCESTER	MA	01655	043167352	GOV'T	$24,768	RESEARCH
UNIVERSITY OF MASSACHUSETTS LOWELL
220 PAWTUCKET ST	LOWELL	MA	01854	043167352	GOV'T	$41,856	RESEARCH
UNIVERSITY OF MISSOURI-COLUMBIA AR
PO BOX 807012	KANSAS CITY	MO	641807012	436003859	GOV'T	$76,628	RESEARCH
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD RD	DURHAM	NH	03824	020437506	GOV'T	$123,206	RESEARCH
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 613	COLUMBIA	SC	29208	576001153	GOV'T	$24,009	RESEARCH
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD	DALLAS	TX	753909020	756002868	501(C)(3)	$50,615	RESEARCH
VASSAR COLLEGE
124 RAYMOND AVE BOX 12	POUGHKEEPSIE	NY	12604	141338587	501(C)(3)	$149,357	RESEARCH
VIRGINIA COMMONWEALTH UNIVERSITY
907 FLOYD AVE	RICHMOND	VA	23284	546001758	501(C)(3)	$16,963	RESEARCH

Field	Value	IRS element (for citing)
Total501c3 Org	58	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
UNDERGRAD FINANCIAL AID	2277	$69,142,858
MASTERS PROGRAM FINANCIAL AID	1072	$20,984,842
DOCTORAL PROGRAM FINANCIAL AID	490	$12,738,051
CONTINUING PROGRAM FINANCIAL AID	16	$138,418
OTHER FINANCIAL AID	67	$187,276
TRAINEE TUITION & FEES	251	$1,643,272
TUITION DISCOUNT	139	$244,161
HIGHER EDUCATION EMERGENCY RELIEF FUND	2553	$3,198,466

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	PROCEDURE OF MONITORING USE OF GRANTS TO GOVERNMENTAL AGENCIES AND GOVERNMENTS: THE UNIVERSITY MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL 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 GRANT 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 CREDITING EACH STUDENT'S ACCOUNT.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD LIEBOWITZ
PRESIDENT	$675,823	$0	$0	$0	$122,975	$0	$191,968	$0	$46,436	$0	$1,037,202	$0	$0	$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	$769,304	$0	$0	$0	$10,352	$0	$22,800	$0	$42,558	$0	$845,014	$0	$0	$0
LISA LYNCH
PROVOST	$455,526	$0	$0	$0	$57,058	$0	$24,856	$0	$41,495	$0	$578,935	$0	$0	$0
ZAMIRA KORFF
SVP INSTITUTIONAL ADVANCEMENT	$423,516	$0	$50,000	$0	$2,727	$0	$22,271	$0	$48,968	$0	$547,482	$0	$0	$0
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION	$468,544	$0	$35,000	$0	$2,622	$0	$23,831	$0	$2,947	$0	$532,944	$0	$0	$0
KATHRYN GRADDY
DEAN	$370,774	$0	$0	$0	$39,892	$0	$20,001	$0	$31,751	$0	$462,418	$0	$0	$0
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS	$402,838	$0	$0	$0	$360	$0	$16,249	$0	$14,147	$0	$433,594	$0	$0	$0
DEBARSHI NANDY
FACULTY	$319,605	$0	$0	$0	$360	$0	$15,854	$0	$39,812	$0	$375,631	$0	$0	$0
SAMUEL SOLOMON
CFO AND TREASURER	$302,478	$0	$0	$0	$4,613	$0	$15,721	$0	$34,197	$0	$357,009	$0	$0	$0
JAMES LA CRETA
CHIEF INFORMATION OFFICER	$311,963	$0	$0	$0	$1,595	$0	$12,900	$0	$23,021	$0	$349,479	$0	$0	$0
ANNA SCHERBINA
FACULTY	$320,547	$0	$0	$0	$4,726	$0	$15,133	$0	$3,520	$0	$343,926	$0	$0	$0
IRVING EPSTEIN
FACULTY	$324,348	$0	$0	$0	$1,854	$0	$15,469	$0	$1,992	$0	$343,663	$0	$0	$0
DAN KIM
SVP COMMUNICATIONS	$260,308	$0	$0	$0	$3,612	$0	$13,500	$0	$31,535	$0	$308,955	$0	$0	$0
LOIS STANLEY
VP CAMPUS OPERATIONS	$243,446	$0	$0	$0	$3,767	$0	$13,000	$0	$27,486	$0	$287,699	$0	$0	$0
EDWARD HACKETT
VP RESEARCH THRU 12/2020	$225,752	$0	$0	$0	$35,679	$0	$11,288	$0	$1,684	$0	$274,403	$0	$0	$0
STEVEN LOCKE
SVP, GENERAL COUNSEL	$223,374	$0	$0	$0	$3,365	$0	$12,253	$0	$31,096	$0	$270,088	$0	$0	$0
ROBIN SWITZER
VP OF HR	$233,034	$0	$0	$0	$3,311	$0	$8,333	$0	$2,181	$0	$246,859	$0	$0	$0
WILLIAM O'REILLY
CHIEF OF STAFF	$219,094	$0	$0	$0	$9,302	$0	$11,531	$0	$1,641	$0	$241,568	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE UNIVERSITY PROVIDED PRESIDENT LIEBOWITZ WITH A HOUSING ALLOWANCE AS A CONDITION OF HIS EMPLOYMENT. THE VALUE OF SUCH HOUSING IS INCLUDABLE AS TAXABLE INCOME UNDER IRS CODE SECTION 119 (D). PERSONAL SERVICES: DURING CALENDAR YEAR 2020, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AND 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 REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRES SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATIONS AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.

PART I, LINE 4B

DEFERRED COMPENSATION AGREEMENT 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 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 ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
A	043431814	000000000	2013-07-18	$36,500,000	CONSTRUCTION, REFUND '04 BOND	0	0	0
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
B	043431814	000000000	2017-06-15	$20,000,000	CONSTRUCTION	0	0	0
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R
C	043431814	57584YLJ6	2018-08-21	$41,421,007	REFUND '08 BONDS	0	0	0
MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-1
D	043431814	000000000	2019-07-03	$132,703,346	REFUND '10 BOND	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$6,505,243	$36,500,000	$403,050	$14,951,609	$21,145,341	2014	Yes (1)	Yes (1)	Yes (1)
B	$1,350,000	$20,000,000		$20,000,000		2019	0	Yes (1)	Yes (1)
C	$2,045,000	$41,421,007	$435,572		$40,985,435		Yes (1)	Yes (1)	Yes (1)
D	$6,645,000	$132,703,346	$815,322		$131,888,024	2020	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct
A	0	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0	0.01300	0.00060	0.01360
C	0	Yes (1)	Yes (1)		0		0.00420	0.00420
D	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN F	FormAndLineReferenceDesc
Explanation	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). PART IV, LINE 2C ARBITRAGE REBATE COMPUTATIONS: THE ARBITRAGE REBATE COMPUTATIONS FOR THE SERIES P, Q, R, S-1 AND S-2 BONDS WERE PERFORMED ON JUNE 30, 2021, JUNE 30, 2021, SEPTEMBER 30, 2021, JUNE 30, 2021, AND FEBRUARY 28, 2021, RESPECTIVELY.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-2	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	575844PM5	CUSIPNum
Bond Issued	2019-03-05	BondIssuedDt
Issue Price	$44,292,634	IssuePriceAmt
Purpose	CONSTRUCTION OF BUILDINGS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$44,292,634	TotalProceedsAmt
Issuance Costs From Proceeds	$263,682	IssuanceCostsFromProceedsAmt
Capital Expenditures	$32,039,542	CapitalExpendituresAmt
Unspent	$11,989,410	UnspentAmt
Substantial Completion	2021	SubstantialCompletionYr
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	0	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	Yes (1)	AnyResearchAgreementsInd
Engage Bond Counsel Research	0	EngageBondCounselResearchInd
Private Bus Concerning UBI	0.00110	PrivateBusConcerningUBIPct
Total Private Business Use	0.00110	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ELANAH URETSKY
S. URETSKY - EVP	$102,304	COMP	0
LUCY GOODHART
S. KAY - TRUSTEE	$37,213	COMP	0
JESSICA LIEBOWITZ
R. LIEBOWITZ - PRES	$65,409	COMP	0
MARGOT DAVIS
J. DAVIS - TRUSTEE	$22,327	COMP	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV	FormAndLineReferenceDesc
Explanation	JESSICA LIEBOWITZ (SPOUSE OF UNIVERSITY PRESIDENT RONALD LIEBOWITZ), ELANAH URETSKY (SPOUSE OF UNIVERSITY EXECUTIVE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION STEWART URESTKY), MARGOT DAVIS (SPOUSE OF TRUSTEE JONATHAN DAVIS) 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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	85	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	134	ContributionCnt
Noncash Contributions Rpt F990	$2,637,502	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE OF HIGH LOW	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	MASKS	Desc
Contribution	3300	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Form8283 Received	60	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	NUMBER OF CONTRIBUTIONS THE UNIVERSITY IS REPORTING IN PART 1, COLUMN (B), THE NUMBER OF ITEMS RECEIVED.
PART I, LINE 1:	WORKS OF ART A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G, BECAUSE BRANDEIS UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 958-360-25 (ASC 958-360-25) (FORMERLY SFAS 116).
SCHEDULE M, LINE 31:	GIFT ACCEPTANCE POLICY 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 ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I	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 DRAFTING FORM 990. THE COMPLETED DRAFT IS SUBMITTED FOR REVIEW BY THE UNIVERSITY'S TAX ADVISORY FIRM. RECOMMENDED CHANGES ARE DISCUSSED WITH THE FINANCE OFFICE AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. FOR FISCAL YEAR 2021, THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE RISK MANAGEMENT AND AUDIT COMMITTEE. 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. THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THE WEBSITE OF MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST -2,454,384.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
PARTNERSHIP 1
INVESTING	TX	BRANDEIS	EXCLUDED	-$2,156,690	$52,881,705	0	0	0.97920
PARTNERSHIP 2
INVESTING	MA	BRANDEIS	EXCLUDED	$241,950	$33,711,582	0	0	0.86620

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (20)
PO BOX 9110	WALTHAM	MA	024549110	INVESTING	MA	T	Yes (1)
CHARITABLE REMAINDER TRUSTS (1)
PO BOX 9110	WALTHAM	MA	024549110	INVESTING	FL	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PARTNERSHIP 1
S	$7,500,000	FMV
PARTNERSHIP 1
B	$13,000,000	FMV