BRANDEIS UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRANDEIS UNIVERSITY (EIN 04-2103552)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349303522
- Schema version
- 2019v5.1
- 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 | 2021-05-14T11:40:41-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-07-01 | 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) |
|---|---|---|
| In Care Of | % SAMUEL SOLOMON CFO AND TREA | InCareOfNm |
| 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 & TREASURER | PersonTitleTxt |
| Phone | 7817362000 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENEVA FURLANO | PreparerPersonNm |
| PTIN | P01877392 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $657,935,904 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 5343 | TotalEmployeeCnt |
| Total Volunteers | 2832 | TotalVolunteersCnt |
| Total Gross UBI | $1,006,997 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $782,238 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,754,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,711,068 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $381,922,956 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $389,017,866 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,340,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,584,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,037,702 | PYOtherRevenueAmt |
| CY Other Revenue | $8,079,629 | CYOtherRevenueAmt |
| PY Total Revenue | $499,055,605 | PYTotalRevenueAmt |
| CY Total Revenue | $457,392,877 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $110,182,327 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $114,541,175 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $198,398,355 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $215,174,488 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,631,275 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $155,042,254 | PYOtherExpensesAmt |
| CY Other Expenses | $148,258,058 | CYOtherExpensesAmt |
| PY Total Expenses | $463,622,936 | PYTotalExpensesAmt |
| CY Total Expenses | $477,973,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,432,669 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,580,844 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,588,160,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,638,021,472 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $375,677,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $407,782,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,212,483,175 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,230,239,262 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $330,991,865 | ExpenseAmt |
| Grant | $110,868,013 | GrantAmt |
| Revenue | $295,997,886 | 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 5,400, 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 | $49,461,067 | ExpenseAmt |
| Grant | $3,673,162 | GrantAmt |
| Revenue | $57,029,461 | 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 | $37,421,968 | ExpenseAmt |
| Revenue | $37,486,506 | 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 | $417,874,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6650 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5343 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 TREA | 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 (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ronald Liebowitz | ||||||||||
| President | 60.0 | 0.0 | Yes (X) | Yes (X) | $1,141,607 | $0 | $64,316 | |||
| Nicholas Warren | ||||||||||
| Chief Investment Officer | 50.0 | 0.0 | $801,573 | $0 | $56,016 | Yes (X) | ||||
| Lisa Lynch | ||||||||||
| Provost | 50.0 | 0.0 | Yes (X) | $513,612 | $0 | $61,616 | ||||
| Stewart Uretsky | ||||||||||
| EVP Finance and Administration | 50.0 | 0.0 | Yes (X) | $527,171 | $0 | $28,000 | ||||
| Zamira Korff | ||||||||||
| SVP Institutional Advancement | 50.0 | 0.0 | $478,778 | $0 | $67,616 | Yes (X) | ||||
| Kathryn Graddy | ||||||||||
| Faculty | 50.0 | 0.0 | $421,512 | $0 | $95,222 | Yes (X) | ||||
| Ira Jackson | ||||||||||
| EVP Communications THRU 1/2019 | 50.0 | 0.0 | $450,454 | $0 | $213 | Yes (X) | ||||
| Deborah Shufrin | ||||||||||
| Director of Investments | 50.0 | 0.0 | $406,316 | $0 | $34,833 | Yes (X) | ||||
| Jon Chilingerian | ||||||||||
| Faculty | 50.0 | 0.0 | $356,307 | $0 | $53,602 | Yes (X) | ||||
| Anna Scherbina | ||||||||||
| Faculty | 50.0 | 0.0 | $349,485 | $0 | $55,667 | Yes (X) | ||||
| Gina Turrigiano | ||||||||||
| Faculty | 50.0 | 0.0 | $344,040 | $0 | $51,947 | Yes (X) | ||||
| Samuel Solomon | ||||||||||
| CFO and Treasurer | 50.0 | 0.0 | Yes (X) | $307,054 | $0 | $55,652 | ||||
| James La Creta | ||||||||||
| Chief Information Officer | 50.0 | 0.0 | $285,750 | $0 | $48,002 | Yes (X) | ||||
| Steven Locke | ||||||||||
| SVP, General Counsel | 50.0 | 0.0 | $236,488 | $0 | $49,810 | Yes (X) | ||||
| Edward Hackett | ||||||||||
| VP for Research | 50.0 | 0.0 | $232,932 | $0 | $22,354 | Yes (X) | ||||
| William O'Reilly | ||||||||||
| Chief of Staff | 50.0 | 0.0 | $232,785 | $0 | $0 | Yes (X) | ||||
| Orla O'Brien | ||||||||||
| Assistant Secretary | 50.0 | 0.0 | Yes (X) | $126,398 | $0 | $11,837 | ||||
| James Gray | ||||||||||
| VP Operations THRU 04/2019 | 50.0 | 0.0 | $103,864 | $0 | $11,615 | Yes (X) | ||||
| Robin Nelson-Bailey | ||||||||||
| VP HR THRU 07/2019 | 50.0 | 0.0 | $103,568 | $0 | $7,028 | Yes (X) | ||||
| Meyer Koplow | ||||||||||
| Trustee - Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Frances R Bermanzohn | ||||||||||
| Trustee - Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Jick | ||||||||||
| Trustee - Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Lisa R Kranc | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Mandel | ||||||||||
| TRUSTEE - VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ellen Lasher Kaplan | ||||||||||
| Trustee - Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Leslie M Aronzon | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jayne G Beker | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cynthia L Berenson | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bonnie A Berger | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Bial | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lewis H Brooks | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven M Bunson | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jonathan G Davis | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara A Dortch-Okara | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy A Dreyer | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Madalyn E Friedberg | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald L Kaiserman | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen B Kay | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joshua M Kraft | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| George D Krupp | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Martin R Kupferberg | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Georg B Muzicant | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sylvia M Neil | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Monique L Nelson | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Louis Perlmutter | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory A Petsko | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen R Reiner | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Adam Rifkin | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carol R Saivetz | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Z Sander | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mindy L Schneider | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cynthia Shapira | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bram Shapiro | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Malcom L Sherman | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark A Surchin | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Curtis H Tearte | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Perry Traquina | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barton J Winokur | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lan Xue | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,419,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $775,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 413 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | Food Service | $18,341,244 |
| Commodore Builders | |||||
| 404 Wyman Street Suite 400 | WALTHAM | MA | 02451 | CONSTRUCTION | $7,717,485 |
| ZVI Construction LLC | |||||
| 131 Dummer Street | BROOKLINE | MA | 02446 | Construction | $2,242,052 |
| Collaborative Solutions LLC | |||||
| 11190 Sunrise Valley Drive Suite 1 | RESTON | VA | 20191 | Consulting | $1,530,648 |
| Signature Commercial Solutions | |||||
| 200 W Cypress Creek Road Suite 40 | FORT LAUDERDALE | FL | 33309 | Consulting | $1,434,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 189 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $455,545 | MembershipDuesAmt |
| Fundraising | $109,966 | FundraisingAmt |
| All Other Contributions | $54,145,557 | AllOtherContributionsAmt |
| Noncash Contributions | $13,054,409 | NoncashContributionsAmt |
| Total Contributions | $54,711,068 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 611710 | $285,207,655 | $285,207,655 | |
| SPONSORED PROGRAMS | 611710 | $57,029,461 | $57,029,461 | |
| AUXILIARY SERVICES | 721000 | $37,486,506 | $37,374,040 | $112,466 |
| BRANDEIS NATIONAL COMMITTEE | 611710 | $907,369 | $907,369 | |
| FOSTER BIO LAB | 611710 | $97,055 | $97,055 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,289,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,286,520 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,300 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $389,017,866 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,083,265 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$472,510 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,555,775 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $651,507 | TotalRevenueColumnAmt |
| Exclusion | $651,507 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,425,915 | TotalRevenueColumnAmt |
| Exclusion | $2,425,915 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,483,626 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,483,626 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,626 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $888,726 | UnrelatedBusinessRevenueAmt |
| Exclusion | $594,900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,245,575 | SecuritiesAmt |
| Other | $14,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,410,534 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,835,041 | SecuritiesAmt |
| Other | $14,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,849,542 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $377,960 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,471,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $132,493 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $109,966 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $132,493 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 611710 | $1,503,800 | $1,495,987 | $7,813 |
| GAIN OF BOND REFINANCING | $2,666,288 | $2,666,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,170,088 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,392,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,301,032 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,006,997 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,373,780 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,673,162 | TotalAmt |
| Program Services | $3,673,162 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,358,217 | TotalAmt |
| Program Services | $109,358,217 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,796 | TotalAmt |
| Program Services | $1,509,796 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,561,455 | TotalAmt |
| Program Services | $839,821 | ProgramServicesAmt |
| Management And General | $3,958,706 | ManagementAndGeneralAmt |
| Fundraising | $762,928 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,792 | TotalAmt |
| Program Services | $232,792 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,022,914 | TotalAmt |
| Program Services | $146,942,749 | ProgramServicesAmt |
| Management And General | $12,690,882 | ManagementAndGeneralAmt |
| Fundraising | $8,389,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,874,502 | TotalAmt |
| Program Services | $9,559,696 | ProgramServicesAmt |
| Management And General | $785,464 | ManagementAndGeneralAmt |
| Fundraising | $529,342 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,188,600 | TotalAmt |
| Program Services | $15,530,105 | ProgramServicesAmt |
| Management And General | $1,706,359 | ManagementAndGeneralAmt |
| Fundraising | $952,136 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,294,225 | TotalAmt |
| Program Services | $10,612,605 | ProgramServicesAmt |
| Management And General | $1,049,933 | ManagementAndGeneralAmt |
| Fundraising | $631,687 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,288 | TotalAmt |
| Program Services | $675,737 | ProgramServicesAmt |
| Management And General | $843,551 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,430 | TotalAmt |
| Management And General | $414,430 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,535 | TotalAmt |
| Program Services | $7,535 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,926,110 | TotalAmt |
| Management And General | $2,926,110 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,446,190 | TotalAmt |
| Program Services | $2,963,136 | ProgramServicesAmt |
| Management And General | $1,988,588 | ManagementAndGeneralAmt |
| Fundraising | $494,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,010 | TotalAmt |
| Program Services | $1,158,731 | ProgramServicesAmt |
| Management And General | $56,773 | ManagementAndGeneralAmt |
| Fundraising | $17,506 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,318,998 | TotalAmt |
| Program Services | $8,389,220 | ProgramServicesAmt |
| Management And General | $2,286,745 | ManagementAndGeneralAmt |
| Fundraising | $643,033 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,534,983 | TotalAmt |
| Program Services | $4,544,610 | ProgramServicesAmt |
| Management And General | $2,954,415 | ManagementAndGeneralAmt |
| Fundraising | $35,958 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,579,720 | TotalAmt |
| Program Services | $15,463,596 | ProgramServicesAmt |
| Management And General | $3,109,918 | ManagementAndGeneralAmt |
| Fundraising | $6,206 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,714,675 | TotalAmt |
| Program Services | $3,849,521 | ProgramServicesAmt |
| Management And General | $600,241 | ManagementAndGeneralAmt |
| Fundraising | $264,913 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,345,447 | TotalAmt |
| Program Services | $1,250,994 | ProgramServicesAmt |
| Management And General | $50,758 | ManagementAndGeneralAmt |
| Fundraising | $43,695 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,797,568 | TotalAmt |
| Program Services | $10,892,674 | ProgramServicesAmt |
| Management And General | $2,904,894 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,140,793 | TotalAmt |
| Program Services | $25,462,540 | ProgramServicesAmt |
| Management And General | $1,678,253 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,991 | TotalAmt |
| Management And General | $1,865,660 | ManagementAndGeneralAmt |
| Fundraising | $1,331 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING SERVICES | $17,128,890 | $16,596,266 | $345,739 | $186,885 |
| STIPENDS AND FELLOWSHIPS | $9,226,839 | $9,226,839 | ||
| STUDY ABROAD PAYMENTS | $3,936,032 | $3,936,032 | ||
| LIBRARY | $4,387,303 | $4,363,653 | $20,455 | $3,195 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,733,256 | TotalAmt |
| Program Services | $10,834,873 | ProgramServicesAmt |
| Management And General | $3,229,672 | ManagementAndGeneralAmt |
| Fundraising | $1,668,711 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,973,721 | TotalAmt |
| Program Services | $417,874,900 | ProgramServicesAmt |
| Management And General | $45,467,546 | ManagementAndGeneralAmt |
| Fundraising | $14,631,275 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,031 | BOYAmt |
| EOY | $12,263,971 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,509,249 | BOYAmt |
| EOY | $62,184,111 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,211,594 | BOYAmt |
| EOY | $11,751,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,244,924 | BOYAmt |
| EOY | $18,102,803 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,133,241 | BOYAmt |
| EOY | $7,594,582 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,185 | BOYAmt |
| EOY | $474,214 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,498,344 | BOYAmt |
| EOY | $17,380,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $844,586,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $483,787,241 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,565,420 | BOYAmt |
| EOY | $360,799,121 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,897,557 | BOYAmt |
| EOY | $1,099,459,286 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,045,276 | BOYAmt |
| EOY | $48,011,110 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,588,160,821 | BOYAmt |
| EOY | $1,638,021,472 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,867,743 | BOYAmt |
| EOY | $30,188,146 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,623,475 | BOYAmt |
| EOY | $22,728,074 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,541,970 | BOYAmt |
| EOY | $264,059,043 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,875,000 | BOYAmt |
| EOY | $28,275,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,769,458 | BOYAmt |
| EOY | $27,531,947 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,677,646 | BOYAmt |
| EOY | $407,782,210 | 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 | $182,856,727 | BOYAmt |
| EOY | $182,889,973 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,626,448 | BOYAmt |
| EOY | $1,047,349,289 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,483,175 | BOYAmt |
| EOY | $1,230,239,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,588,160,821 | BOYAmt |
| EOY | $1,638,021,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$20,580,844 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,599,320 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,262,389 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $36,329,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,939,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,233,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,754,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,711,068 | CurrentTaxYearAmt |
| Total | $257,967,880 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,329,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,939,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,233,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,754,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,711,068 | CurrentTaxYearAmt |
| Total | $257,967,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,302,074 | SubstantialContributorsTotAmt |
| Public Support Total170 | $212,665,806 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,162,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,648,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,456,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,175,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,228,097 | CurrentTaxYearAmt |
| Total | $55,670,476 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,306 | CurrentTaxYearAmt |
| Total | $600,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $314,239,189 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,858,752,648 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67676 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,535 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,535 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1I The University is a member of various national and state organizations, such as the 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 Society for Human Resource Management. Membership fees to these organizations allocable to lobbying activities amounted to $7,535. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 11 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $99,088 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $12,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,095,216 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| 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 | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,073,525,864 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,046,386,224 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $976,887,018 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $915,087,079 | BeginningYearBalanceAmt |
| Contributions | $27,549,415 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,715,218 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,288,816 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,854,694 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $866,777,766 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09580 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,886,840 | OtherCostOrOtherBasisAmt |
| Book Value | $47,886,840 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $404,641,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,463,197 | DepreciationAmt |
| Book Value | $210,178,133 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,228,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,931,394 | DepreciationAmt |
| Book Value | $39,297,504 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,023,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,392,650 | DepreciationAmt |
| Book Value | $37,630,550 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,806,094 | OtherCostOrOtherBasisAmt |
| Book Value | $25,806,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $360,799,121 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED LIABILITY TO ANNUITANTS | $10,559,437 |
| DEFERRED COMPENSATION AND SEVERANCE | $195,148 |
| ENVIRONMENTAL LIABILITY | $5,471,968 |
| REFUNDABLE STUDENT LOAN ADVANCES | $3,577,785 |
| CAPITAL LEASE LIABILITY | $7,727,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,531,947 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $381,935,684 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,599,320 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$112,130,403 | OtherRevenueAmt |
| Revenue Not Reported | -$72,531,083 | RevenueNotReportedAmt |
| Revenue Subtotal | $454,466,767 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,926,110 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,926,110 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $457,392,877 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $364,179,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $364,179,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,926,110 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $110,868,014 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $113,794,124 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $477,973,721 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS OF ART | PART III, LINE 1: 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 2 BRANDEIS UNIVERSITY HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2020 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, BRANDEIS UNIVERSITY HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TEMPORARILY RESTRICTED ENDOWMENT. |
| ENDOWMENT FUNDS | PART V, LINE 4 BRANDEIS UNIVERSITY'S ENDOWMENT AND QUASI-ENDOWMENT CONSISTS OF APPROXIMATELY 1,950 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. |
| FIN 48 (ASC 740) FOOTNOTE | PART X, LINE 2 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. |
| OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN | PART XI, LINE 2D UNIVERSITY FUNDED FINANCIAL AID (110,868,014) CHANGE IN VALUE OF SPLIT INTEREST (1,262,389) ------------ TOTAL (112,130,403) |
| OTHER EXPENSES INCLUDED ON RETURN BUT NOT FINANCIAL STATEMENTS | PART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 110,868,014 ------------ TOTAL 110,868,014 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NONDISCRIMINATION POLICY | PART I, LINE 3 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 providing its students, faculty and staff with an environment conducive to learning and working and where all people are treated with respect and dignity. Toward that end, it is essential that Brandeis be free from discrimination and harassment on the basis of race, color, ancestry, religious creed, gender identity and expression, national or ethnic origin, sex, sexual orientation, pregnancy, age, genetic information, disability, military or veteran status or any other category protected by law (also known as membership in a "protected class"). Violations of this policy will not be tolerated and may result in corrective actions up to and including termination from employment. The University has the responsibility to help prevent harassment and discrimination from occurring, to pursue concerns of which it is aware, to investigate concerns thoroughly and in an impartial fashion, and to take immediate and appropriate action to remedy instances of harassment and discrimination. Brandeis takes this responsibility seriously. Therefore, violations of this policy will not be tolerated and may result in corrective action up to and including release from employment. The University makes it policy available year-round on its website: https://www.brandeis.edu/equal-opportunity/policies/pdfs/discrimination-ha rassment-sv-policy.pdf |
| FUNDS FROM GOVERNMENT AGENCIES | PART I, LINE 6A 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 faciliities. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | STUDY ABROAD | $61,803 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | $699,071 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | $2,408,472 |
| Middle East and North Africa | Program Services | STUDY ABROAD | $162,075 |
| North America | Program Services | STUDY ABROAD | $24,600 |
| Russia and the Newly Independent States | Program Services | STUDY ABROAD | $39,400 |
| South America | Program Services | STUDY ABROAD | $161,456 |
| South Asia | Program Services | STUDY ABROAD | $54,625 |
| Sub-Saharan Africa | Program Services | STUDY ABROAD | $59,327 |
| Europe (Including Iceland and Greenland) | Program Services | CERN | $981,168 |
| East Asia and the Pacific | Program Services | FOREIGN RESEARCH | $86,698 |
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN RESEARCH | $158,381 |
| Middle East and North Africa | Program Services | FOREIGN RESEARCH | $80,536 |
| North America | Program Services | FOREIGN RESEARCH | $95,191 |
| South America | Program Services | FOREIGN RESEARCH | $153,287 |
| South Asia | Program Services | FOREIGN RESEARCH | $366 |
| Sub-Saharan Africa | Program Services | FOREIGN RESEARCH | $25,068 |
| Central America and the Caribbean | Investments | $414,417,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $5,251,524 | SubtotalSpentAmt |
| Continuation Spent | $414,417,850 | ContinuationSpentAmt |
| Total Spent | $419,669,374 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP AND FINANCIAL AID | Central America and the Caribbean | 5 | $35,227 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | East Asia and the Pacific | 46 | $296,947 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | Europe (Including Iceland and Greenland) | 132 | $890,220 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | Middle East and North Africa | 13 | $84,165 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | Russia and the Newly Independent States | 2 | $19,075 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | South America | 10 | $100,182 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | South Asia | 3 | $8,880 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | Sub-Saharan Africa | 4 | $50,500 | See Part V |
| SCHOLARSHIP AND FINANCIAL AID | North America | 2 | $24,600 | See Part V |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALS | PART I, LINE 2 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. |
| MANNER OF CASH DISBURSEMENT | PART III, COLUMN (E) 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 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $60,230 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,510 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,720 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,375 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,217 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,128 | OtherDirectExpensesEvent1Amt |
| Event2 | MIAMI BALLET | Event2Nm |
| Gross Receipts Event2 | $27,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,405 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,945 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $20,945 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $154,879 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $74,051 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $80,828 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,117 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $63,667 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,044 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $242,459 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $109,966 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $132,493 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,437 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $87,884 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,172 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $132,493 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | ||||||||
| PO BOX 1839 | PROVIDENCE | RI | 029121839 | 050258809 | 501(C)(3) | $80,611 | Research | |
| COMMONWEALTH OF MASSACHUSETTS | ||||||||
| 1 ASHBURTON PLACE | BOSTON | MA | 02108 | 046002284 | GOV'T | $30,084 | Research | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $15,977 | Research | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $62,343 | Research | |
| PALO ALTO INSTITUTE FOR RESEARCH | ||||||||
| 3801 Miranda Ave 151P | PALO ALTO | CA | 943040038 | 770207331 | 501(C)(3) | $85,324 | Research | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | 042103580 | 501(C)(3) | $772,197 | Research | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(c)(3) | $140,095 | Research | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | ||||||||
| 3 MORRILL HALL 100 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | 416007513 | GOV'T | $43,632 | Research | |
| THE SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | 990435954 | 501(C)(3) | $24,136 | Research | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 042103545 | 501(C)(3) | $8,592 | Research | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | 042103634 | 501(C)(3) | $242,797 | Research | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| CONTROLLERS OFFICE | AMHERST | MA | 010039272 | 043167352 | GOV'T | $246,091 | Research | 405 GOODELL BUILDING 140 HICKS WAY |
| UNIVERSITY OF MASSACHUSETTS - WORCESTER | ||||||||
| 55 N LAKE AVE | WORCESTER | MA | 01655 | 043167352 | GOV'T | $31,729 | Research | |
| UNIVERSITY OF MISSOURI - COLUMBIA AR | ||||||||
| PO BOX 807012 | KANSAS CITY | MO | 641807012 | 436003859 | GOV'T | $169,171 | Research | |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 1600 Hampton Street Suite 613 | COLUMBIA | SC | 29208 | 576001153 | GOV'T | $15,632 | Research | |
| 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) | $85,556 | Research | |
| CENTER FOR ECONOMIC AND POLICY RESEARCH | ||||||||
| 1611 Connecticut Avenue NW Suite 4 | Washington | DC | 20009 | 522204029 | 501(c)(3) | $59,083 | Research | |
| DISABILITY POLICY CONSORTIUM | ||||||||
| 11 Dartmouth Street Suite 301 | Malden | MA | 02148 | 043570281 | 501(c)(3) | $24,722 | Research | |
| DISABILITY RIGHTS EDUC & DEFENSE FUND | ||||||||
| 3075 Adeline Street Suite 210 | Berkeley | CA | 94703 | 942620758 | 501(c)(3) | $50,988 | Research | |
| HEALTHPARTNERS INSTITUTE | ||||||||
| 8170 33rd Avenue South Bloomington | South Bloomington | MN | 554254516 | 411693838 | 501(c)(4) | $17,277 | Research | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 Centre Street | Roslindale | MA | 02131 | 042104298 | 501(c)(3) | $117,067 | Research | |
| HUMAN SERVICES RESEARCH INSTITUTE | ||||||||
| 2336 Massachusetts Avenue | Cambridge | MA | 02140 | 521039368 | 501(c)(3) | $9,507 | Research | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 Keswick Road No N4327B | Baltimore | MD | 21211 | 520595110 | 501(c)(3) | $31,529 | Research | |
| NEW YORK UNIVERSITY | ||||||||
| 105 E 17th St 2nd Floor | New York | NY | 100039580 | 135562308 | 501(c)(3) | $287,902 | Research | |
| POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE | ||||||||
| 253 Amory Street | Boston | MA | 02130 | 474235159 | 501(c)(3) | $150,000 | Research | |
| REGENTS OF UNIVERSITY OF CALIFORNIA | ||||||||
| 220 Montgomery Street | San Francisco | CA | 91404 | 946036493 | 501(c)(3) | $55,833 | Research | |
| RIGHT QUESTION INSTITUTE | ||||||||
| 2464 Massachusetts Avenue Suite 314 | Cambridge | MA | 02140 | 043099027 | 501(c)(3) | $56,595 | Research | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 46 Lomb Memorial Drive | Rochester | NY | 14623 | 160743140 | 501(c)(3) | $6,911 | Research | |
| SIENA COLLEGE | ||||||||
| 515 Loudon Road | Loudonville | NY | 122111462 | 141338498 | 501(c)(3) | $71,000 | Research | |
| STANLEY STREET TREATMENT AND RESOURCES INC | ||||||||
| 386 Stanley Street | Fall River | MA | 02720 | 042604426 | 501(c)(3) | $56,665 | Research | |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $134,678 | Research | |
| THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC | ||||||||
| Post Office Box 12729 | Tallahassee | FL | 32317 | 591860916 | 501(c)(3) | $52,486 | Research | |
| THE OHIO STATE UNIVERSITY | ||||||||
| 1960 Kenny Road | Columbus | OH | 432101063 | 316025986 | Gov't | $126,493 | Research | |
| UNIVERSITY OF NEW HAMPSHIRE | ||||||||
| 9 Edgewood Rd | Durham | NH | 03824 | 020437506 | Gov't | $196,639 | Research | |
| UNIVERSITY OF TEXAS | ||||||||
| 301 University Boulevard | Galveston | TX | 77555 | 746000949 | Gov't | $25,796 | Research | |
| WALKING CINEMA | ||||||||
| 339 Liberty Street | San Francisco | CA | 94114 | 472408672 | 501(c)(3) | $28,024 | Research | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE FINANCIAL AID | 2282 | $72,923,376 |
| MASTERS PROGRAM FINANCIAL AID | 1018 | $21,788,250 |
| DOCTORAL PROGRAM FINANCIAL AID | 499 | $12,911,765 |
| CONTINUING PROGRAM FINANCIAL AID | 11 | $270,163 |
| OTHER FINANCIAL AID | 46 | $202,565 |
| TRAINEE TUITION AND FEES | 184 | $1,056,980 |
| TUITION DISCOUNT | 153 | $205,118 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURE OF MONITORING USE OF GRANTS TO GOVERMENTAL AGENCIES & GOVERMENTS | PART I, LINE 2 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. |
| PROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALS | PART III 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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 | $781,897 | $0 | $0 | $0 | $359,710 | $0 | $28,000 | $0 | $40,972 | $0 | $1,210,579 | $0 | $87,000 | $0 |
| Nicholas Warren | ||||||||||||||
| Chief Investment Officer | $760,371 | $0 | $0 | $0 | $41,202 | $0 | $22,400 | $0 | $36,649 | $0 | $860,622 | $0 | $0 | $0 |
| Lisa Lynch | ||||||||||||||
| Provost | $484,972 | $0 | $0 | $0 | $28,640 | $0 | $28,000 | $0 | $36,155 | $0 | $577,767 | $0 | $0 | $0 |
| Stewart Uretsky | ||||||||||||||
| EVP Finance and Administration | $470,813 | $0 | $35,000 | $0 | $21,358 | $0 | $28,000 | $0 | $2,504 | $0 | $557,675 | $0 | $0 | $0 |
| Zamira Korff | ||||||||||||||
| SVP Institutional Advancement | $420,106 | $0 | $40,000 | $0 | $18,672 | $0 | $28,000 | $0 | $42,066 | $0 | $548,844 | $0 | $0 | $0 |
| Kathryn Graddy | ||||||||||||||
| Faculty | $379,052 | $0 | $0 | $0 | $42,460 | $0 | $28,000 | $0 | $84,065 | $0 | $533,577 | $0 | $0 | $0 |
| Ira Jackson | ||||||||||||||
| EVP Communications THRU 1/2019 | $1,336 | $0 | $0 | $0 | $449,118 | $0 | $0 | $0 | $213 | $0 | $450,667 | $0 | $0 | $0 |
| Deborah Shufrin | ||||||||||||||
| Director of Investments | $396,254 | $0 | $0 | $0 | $10,062 | $0 | $22,400 | $0 | $13,806 | $0 | $442,522 | $0 | $0 | $0 |
| Jon Chilingerian | ||||||||||||||
| Faculty | $352,056 | $0 | $0 | $0 | $4,251 | $0 | $28,000 | $0 | $26,935 | $0 | $411,242 | $0 | $0 | $0 |
| Anna Scherbina | ||||||||||||||
| Faculty | $343,014 | $0 | $1,000 | $0 | $5,471 | $0 | $25,765 | $0 | $31,121 | $0 | $406,371 | $0 | $0 | $0 |
| Gina Turrigiano | ||||||||||||||
| Faculty | $324,081 | $0 | $0 | $0 | $19,959 | $0 | $28,000 | $0 | $25,112 | $0 | $397,152 | $0 | $0 | $0 |
| Samuel Solomon | ||||||||||||||
| CFO and Treasurer | $299,481 | $0 | $0 | $0 | $7,573 | $0 | $28,000 | $0 | $29,946 | $0 | $365,000 | $0 | $0 | $0 |
| James La Creta | ||||||||||||||
| Chief Information Officer | $283,354 | $0 | $0 | $2,396 | $0 | $22,400 | $0 | $27,622 | $0 | $335,772 | $0 | $0 | $0 | |
| Steven Locke | ||||||||||||||
| SVP, General Counsel | $233,026 | $0 | $0 | $0 | $3,462 | $0 | $24,208 | $0 | $27,399 | $0 | $288,095 | $0 | $0 | $0 |
| Edward Hackett | ||||||||||||||
| VP for Research | $223,539 | $0 | $0 | $0 | $9,393 | $0 | $22,354 | $0 | $1,660 | $0 | $256,946 | $0 | $0 | $0 |
| William O'Reilly | ||||||||||||||
| Chief of Staff | $227,813 | $0 | $0 | $0 | $4,972 | $0 | $0 | $0 | $1,690 | $0 | $234,475 | $0 | $0 | $0 |
| James Gray | ||||||||||||||
| VP Operations THRU 04/2019 | $85,791 | $0 | $0 | $18,073 | $0 | $8,640 | $0 | $3,632 | $0 | $116,136 | $0 | $0 | $0 | |
| Robin Nelson-Bailey | ||||||||||||||
| VP HR THRU 07/2019 | $87,786 | $0 | $15,782 | $0 | $7,028 | $0 | $586 | $0 | $111,182 | $0 | $0 | $0 | ||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, QUESTION 1 | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS During calendar year 2019, 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 Presidents family that are considered personal in nature are included in taxable compensation and reported on Form W-2 and 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 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 2019, 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, 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 additional severance provision as part of their employment arrangement. Ira Jackson, EVP of Communications, left his position at the beginning of calendar year 2019. As part of his separation agreement, Mr. Jackson received severance of $409,000, which was included in his W-2 and reported on Schedule J, Part II, Column B(iii). 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 $83,500 on June 30, 2019, which also vested and became taxable on June 30, 2019. A total of $170,500 in deferred compensation was paid out during calendar year 2019, which includes deferred compensation credited from 2017-2019. Deferred compensation payout is reported on Schedule J, Part II, Column B(iii). Deferred compensation payout that was previously reported as deferred compensation credits in prior Forms 990 are reported on Schedule J, Part II, Column F. | ExplanationTxt |
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 | false | false | false |
| MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q | ||||||||
| B | 043431814 | 000000000 | 2017-06-15 | $20,000,000 | CONSTRUCTION | false | false | false |
| MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R | ||||||||
| C | 043431814 | 57584YLJ6 | 2018-08-21 | $41,421,007 | Refund '08 Bonds | false | false | false |
| MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-1 | ||||||||
| D | 043431814 | 000000000 | 2019-07-03 | $132,703,346 | REFUND '10 BOND | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,095,172 | $0 | $36,500,000 | $0 | $0 | $0 | $403,050 | $0 | $0 | $14,951,609 | $21,145,341 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $975,000 | $0 | $20,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $20,000,000 | $0 | $0 | 2019 | false | false | Yes (true) | Yes (true) |
| C | $1,000,000 | $0 | $41,421,007 | $0 | $0 | $0 | $435,572 | $0 | $0 | $0 | $40,985,435 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $0 | $0 | $132,703,346 | $0 | $0 | $0 | $815,322 | $0 | $0 | $0 | $131,888,024 | $0 | 2020 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | ||
| B | false | false | Yes (true) | Yes (true) | 0.01310 | 0.00110 | 0.01420 | false | false | false | Yes (true) | Yes (true) | false |
| C | false | false | false | Yes (true) | 0.00000 | 0.00760 | 0.00760 | false | false | false | Yes (true) | false | |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
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 2013, 2017 , 2018 and 2019 bonds were performed on June 30, 2020, May 31, 2020, SEPTEMBER 30, 2020, JUNE 30, 2020, AND FEBRUARY 29, 2020 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 | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $44,292,634 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $263,682 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $15,490,392 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $28,538,560 | UnspentAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00070 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00070 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARGOT DAVIS | |||
| J. DAVIS-TRUSTEE | $22,328 | EMPLOYEE COMPENSATION | false |
| JESSICA LIEBOWITZ | |||
| R.LIEBOWITZ-PRESIDENT | $71,515 | EMPLOYEE COMPENSATION | false |
| Lucy Goodhart | |||
| S. Kay - Trustee | $36,018 | EMPLOYEE COMPENSATION | false |
| Elanah Uretsky | |||
| S. Uretsky - Executive VP Finance | $102,931 | EMPLOYEE COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | Elanah Uretsky (Spouse of University Executive Vice President for Finance and Administration Stewart Urestky), Lucy Goodhart (daughter-in-law of Trustee Stephen kay), Jessica Liebowitz (spouse of University President Ronald Liebowitz), and Margot Davis (spouse of Trustee Jonathan Davis) 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 | 52 | ContributionCnt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 168 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,848,364 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE OF HIGH LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BOOK COLLECTION | 1 | $9,000 | APPRAISAL |
| Yes (X) | Lab Equipment | 15 | $197,045 | APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 18 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NUMBER OF CONTRIBUTIONS | LINE 1, COLUMN (B) The university is reporting in Part 1, column (b), the number of items received. WORKS OF ART Part I, Line 1 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). |
| GIFT ACCEPTANCE POLICY | PART I, LINE 31 Brandeis University's gift acceptance policy is available online at www.brandeis.edu. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 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 of 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 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. |
| REVIEW PROCESS | 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 2020, 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 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. |
| CONFLICT OF INTEREST POLICY | 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. |
| COMPENSATION POLICY | FORM 990, PART VI, SECTION B, LINE 15B 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. |
| PUBLIC DISCLOSURE | 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. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST (1,262,389) ------------ TOTAL (1,262,389) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERSHIP 1 | |||||||||
| INVESTING | TX | BRANDEIS | EXCLUDED | -$2,289,186 | $53,567,296 | false | $0 | false | 0.99800 |
| PARTNERSHIP 2 | |||||||||
| INVESTING | DE | BRANDEIS | EXCLUDED | $1,020,360 | $34,739,374 | false | $0 | false | 0.96976 |
| PARTNERSHIP 3 | |||||||||
| Investing | DE | NA | UNRELATED | $116,949 | $15,507,479 | false | $114,897 | false | 0.92819 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (21) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | investing | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PARTNERSHIP 1 | ||
| S | $3,700,000 | FMV |
| PARTNERSHIP 2 | ||
| B | $2,000,000 | FMV |
| Charitable Remainder Unitrust | ||
| S | $912,336 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DOMICILE STATES: MA - 20 FL - 1 | ExplanationTxt |