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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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T11:40:41-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRANDEIS UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SAMUEL SOLOMON CFO AND TREAInCareOfNm
Business Name ControlBRANBusinessNameControlTxt
Phone7817362000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL SOLOMONPersonNm
Person TitleCFO & TREASURERPersonTitleTxt
Phone7817362000PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGENEVA FURLANOPreparerPersonNm
PTINP01877392PTIN
Phone6179881000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRONALD LIEBOWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$657,935,904GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRANDEIS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionAN 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 Body40VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee5343TotalEmployeeCnt
Total Volunteers2832TotalVolunteersCnt
Total Gross UBI$1,006,997TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$782,238NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$41,754,856PYContributionsGrantsAmt
CY Contributions Grants$54,711,068CYContributionsGrantsAmt
PY Program Service Revenue$381,922,956PYProgramServiceRevenueAmt
CY Program Service Revenue$389,017,866CYProgramServiceRevenueAmt
PY Investment Income$70,340,091PYInvestmentIncomeAmt
CY Investment Income$5,584,314CYInvestmentIncomeAmt
PY Other Revenue$5,037,702PYOtherRevenueAmt
CY Other Revenue$8,079,629CYOtherRevenueAmt
PY Total Revenue$499,055,605PYTotalRevenueAmt
CY Total Revenue$457,392,877CYTotalRevenueAmt
PY Grants And Similar Paid$110,182,327PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$114,541,175CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$198,398,355PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$215,174,488CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$14,631,275CYTotalFundraisingExpenseAmt
PY Other Expenses$155,042,254PYOtherExpensesAmt
CY Other Expenses$148,258,058CYOtherExpensesAmt
PY Total Expenses$463,622,936PYTotalExpensesAmt
CY Total Expenses$477,973,721CYTotalExpensesAmt
PY Revenues Less Expenses$35,432,669PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$20,580,844CYRevenuesLessExpensesAmt
Total Assets BOY$1,588,160,821TotalAssetsBOYAmt
Total Assets EOY$1,638,021,472TotalAssetsEOYAmt
Total Liabilities BOY$375,677,646TotalLiabilitiesBOYAmt
Total Liabilities EOY$407,782,210TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,212,483,175NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,230,239,262NetAssetsOrFundBalancesEOYAmt
MissionAS A RESEARCH UNIVERSITY, BRANDEIS UNIVERSITY IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$330,991,865ExpenseAmt
Grant$110,868,013GrantAmt
Revenue$295,997,886RevenueAmt
DescInstructional and Academic Support: Brandeis University is a rare combination of a liberal arts college and a global research university. Our student body numbers 5,400, 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

FieldValueIRS element (for citing)
Expense$49,461,067ExpenseAmt
Grant$3,673,162GrantAmt
Revenue$57,029,461RevenueAmt
DescSponsored Programs include various research and instructional programs funded by external parties, including the Federal government, foreign and state governments, and private foundations and corporations. Brandeis research is at the heart of many societal, artistic, intellectual, and scientific advances. Research at Brandeis is interdisciplinary, bold, and collaborative. It's an approach that enables the faculty to leverage the relatively small size of the university to achieve an impact well beyond the sum of its parts. Brandeis is wholly committed to the proposition that basic research is the engine of innovation in human health and well-being.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,421,968ExpenseAmt
Revenue$37,486,506RevenueAmt
DescAuxiliary Enterprises: Brandeis University serves the needs and interests of students and has broad responsibility for the services and activities that enhance the quality of student life outside the classroom. These services and activities include, but are not limited to, community living, dining services, health center, psychological counseling center, and interfaith chaplaincy.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$417,874,900TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6650IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5343EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Ronald Liebowitz
President60.00.0Yes (X)Yes (X)$1,141,607$0$64,316
Nicholas Warren
Chief Investment Officer50.00.0$801,573$0$56,016Yes (X)
Lisa Lynch
Provost50.00.0Yes (X)$513,612$0$61,616
Stewart Uretsky
EVP Finance and Administration50.00.0Yes (X)$527,171$0$28,000
Zamira Korff
SVP Institutional Advancement50.00.0$478,778$0$67,616Yes (X)
Kathryn Graddy
Faculty50.00.0$421,512$0$95,222Yes (X)
Ira Jackson
EVP Communications THRU 1/201950.00.0$450,454$0$213Yes (X)
Deborah Shufrin
Director of Investments50.00.0$406,316$0$34,833Yes (X)
Jon Chilingerian
Faculty50.00.0$356,307$0$53,602Yes (X)
Anna Scherbina
Faculty50.00.0$349,485$0$55,667Yes (X)
Gina Turrigiano
Faculty50.00.0$344,040$0$51,947Yes (X)
Samuel Solomon
CFO and Treasurer50.00.0Yes (X)$307,054$0$55,652
James La Creta
Chief Information Officer50.00.0$285,750$0$48,002Yes (X)
Steven Locke
SVP, General Counsel50.00.0$236,488$0$49,810Yes (X)
Edward Hackett
VP for Research50.00.0$232,932$0$22,354Yes (X)
William O'Reilly
Chief of Staff50.00.0$232,785$0$0Yes (X)
Orla O'Brien
Assistant Secretary50.00.0Yes (X)$126,398$0$11,837
James Gray
VP Operations THRU 04/201950.00.0$103,864$0$11,615Yes (X)
Robin Nelson-Bailey
VP HR THRU 07/201950.00.0$103,568$0$7,028Yes (X)
Meyer Koplow
Trustee - Chair2.00.0Yes (X)Yes (X)$0$0$0
Frances R Bermanzohn
Trustee - Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Daniel J Jick
Trustee - Vice Chair2.00.0Yes (X)Yes (X)$0$0$0
Lisa R Kranc
Trustee1.00.0Yes (X)$0$0$0
Barbara Mandel
TRUSTEE - VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
Ellen Lasher Kaplan
Trustee - Secretary2.00.0Yes (X)Yes (X)$0$0$0
Leslie M Aronzon
Trustee1.00.0Yes (X)$0$0$0
Jayne G Beker
Trustee1.00.0Yes (X)$0$0$0
Cynthia L Berenson
Trustee1.00.0Yes (X)$0$0$0
Bonnie A Berger
Trustee1.00.0Yes (X)$0$0$0
Deborah Bial
Trustee1.00.0Yes (X)$0$0$0
Lewis H Brooks
Trustee1.00.0Yes (X)$0$0$0
Steven M Bunson
Trustee1.00.0Yes (X)$0$0$0
Jonathan G Davis
Trustee1.00.0Yes (X)$0$0$0
Barbara A Dortch-Okara
Trustee1.00.0Yes (X)$0$0$0
Nancy A Dreyer
Trustee1.00.0Yes (X)$0$0$0
Madalyn E Friedberg
Trustee1.00.0Yes (X)$0$0$0
Ronald L Kaiserman
Trustee1.00.0Yes (X)$0$0$0
Stephen B Kay
Trustee1.00.0Yes (X)$0$0$0
Joshua M Kraft
Trustee1.00.0Yes (X)$0$0$0
George D Krupp
Trustee1.00.0Yes (X)$0$0$0
Martin R Kupferberg
Trustee1.00.0Yes (X)$0$0$0
Georg B Muzicant
Trustee1.00.0Yes (X)$0$0$0
Sylvia M Neil
Trustee1.00.0Yes (X)$0$0$0
Monique L Nelson
Trustee1.00.0Yes (X)$0$0$0
Louis Perlmutter
Trustee1.00.0Yes (X)$0$0$0
Gregory A Petsko
Trustee1.00.0Yes (X)$0$0$0
Stephen R Reiner
Trustee1.00.0Yes (X)$0$0$0
Adam Rifkin
Trustee1.00.0Yes (X)$0$0$0
Carol R Saivetz
Trustee1.00.0Yes (X)$0$0$0
Barbara Z Sander
Trustee1.00.0Yes (X)$0$0$0
Mindy L Schneider
Trustee1.00.0Yes (X)$0$0$0
Cynthia Shapira
Trustee1.00.0Yes (X)$0$0$0
Bram Shapiro
Trustee1.00.0Yes (X)$0$0$0
Malcom L Sherman
Trustee1.00.0Yes (X)$0$0$0
Mark A Surchin
Trustee1.00.0Yes (X)$0$0$0
Curtis H Tearte
Trustee1.00.0Yes (X)$0$0$0
Perry Traquina
Trustee1.00.0Yes (X)$0$0$0
Barton J Winokur
Trustee1.00.0Yes (X)$0$0$0
Lan Xue
Trustee1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,419,694TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$775,346TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K413IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO INC AFFILIATES
PO BOX 360170PITTSBURGHPA152516170Food Service$18,341,244
Commodore Builders
404 Wyman Street Suite 400WALTHAMMA02451CONSTRUCTION$7,717,485
ZVI Construction LLC
131 Dummer StreetBROOKLINEMA02446Construction$2,242,052
Collaborative Solutions LLC
11190 Sunrise Valley Drive Suite 1RESTONVA20191Consulting$1,530,648
Signature Commercial Solutions
200 W Cypress Creek Road Suite 40FORT LAUDERDALEFL33309Consulting$1,434,535
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K189CntrctRcvdGreaterThan100KCnt
Membership Dues$455,545MembershipDuesAmt
Fundraising$109,966FundraisingAmt
All Other Contributions$54,145,557AllOtherContributionsAmt
Noncash Contributions$13,054,409NoncashContributionsAmt
Total Contributions$54,711,068TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$285,207,655$285,207,655
SPONSORED PROGRAMS611710$57,029,461$57,029,461
AUXILIARY SERVICES721000$37,486,506$37,374,040$112,466
BRANDEIS NATIONAL COMMITTEE611710$907,369$907,369
FOSTER BIO LAB611710$97,055$97,055

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,289,820TotalRevenueColumnAmt
Related Or Exempt Func Income$8,286,520RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,300UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$389,017,866TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,083,265TotalRevenueColumnAmt
Unrelated Business Revenue-$472,510UnrelatedBusinessRevenueAmt
Exclusion$2,555,775ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$651,507TotalRevenueColumnAmt
Exclusion$651,507ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,425,915TotalRevenueColumnAmt
Exclusion$2,425,915ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,483,626RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,483,626RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,483,626TotalRevenueColumnAmt
Unrelated Business Revenue$888,726UnrelatedBusinessRevenueAmt
Exclusion$594,900ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$203,245,575SecuritiesAmt
Other$14,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$200,410,534SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,835,041SecuritiesAmt
Other$14,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,849,542TotalRevenueColumnAmt
Unrelated Business Revenue$377,960UnrelatedBusinessRevenueAmt
Exclusion$2,471,582ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$132,493FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$109,966ContriRptFundraisingEventAmt
Fundraising Direct Expenses$132,493FundraisingDirectExpensesAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MISCELLANEOUS611710$1,503,800$1,495,987$7,813
GAIN OF BOND REFINANCING$2,666,288$2,666,288
FieldValueIRS element (for citing)
Other Revenue Total$4,170,088OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$457,392,877TotalRevenueColumnAmt
Related Or Exempt Func Income$390,301,032RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,006,997UnrelatedBusinessRevenueAmt
Exclusion$11,373,780ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,673,162TotalAmt
Program Services$3,673,162ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$109,358,217TotalAmt
Program Services$109,358,217ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,509,796TotalAmt
Program Services$1,509,796ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,561,455TotalAmt
Program Services$839,821ProgramServicesAmt
Management And General$3,958,706ManagementAndGeneralAmt
Fundraising$762,928FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$232,792TotalAmt
Program Services$232,792ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$168,022,914TotalAmt
Program Services$146,942,749ProgramServicesAmt
Management And General$12,690,882ManagementAndGeneralAmt
Fundraising$8,389,283FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,874,502TotalAmt
Program Services$9,559,696ProgramServicesAmt
Management And General$785,464ManagementAndGeneralAmt
Fundraising$529,342FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$18,188,600TotalAmt
Program Services$15,530,105ProgramServicesAmt
Management And General$1,706,359ManagementAndGeneralAmt
Fundraising$952,136FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,294,225TotalAmt
Program Services$10,612,605ProgramServicesAmt
Management And General$1,049,933ManagementAndGeneralAmt
Fundraising$631,687FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,519,288TotalAmt
Program Services$675,737ProgramServicesAmt
Management And General$843,551ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$414,430TotalAmt
Management And General$414,430ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,535TotalAmt
Program Services$7,535ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,926,110TotalAmt
Management And General$2,926,110ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,446,190TotalAmt
Program Services$2,963,136ProgramServicesAmt
Management And General$1,988,588ManagementAndGeneralAmt
Fundraising$494,466FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,233,010TotalAmt
Program Services$1,158,731ProgramServicesAmt
Management And General$56,773ManagementAndGeneralAmt
Fundraising$17,506FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,318,998TotalAmt
Program Services$8,389,220ProgramServicesAmt
Management And General$2,286,745ManagementAndGeneralAmt
Fundraising$643,033FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,534,983TotalAmt
Program Services$4,544,610ProgramServicesAmt
Management And General$2,954,415ManagementAndGeneralAmt
Fundraising$35,958FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,579,720TotalAmt
Program Services$15,463,596ProgramServicesAmt
Management And General$3,109,918ManagementAndGeneralAmt
Fundraising$6,206FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,714,675TotalAmt
Program Services$3,849,521ProgramServicesAmt
Management And General$600,241ManagementAndGeneralAmt
Fundraising$264,913FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,345,447TotalAmt
Program Services$1,250,994ProgramServicesAmt
Management And General$50,758ManagementAndGeneralAmt
Fundraising$43,695FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,797,568TotalAmt
Program Services$10,892,674ProgramServicesAmt
Management And General$2,904,894ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,140,793TotalAmt
Program Services$25,462,540ProgramServicesAmt
Management And General$1,678,253ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,866,991TotalAmt
Management And General$1,865,660ManagementAndGeneralAmt
Fundraising$1,331FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$15,733,256TotalAmt
Program Services$10,834,873ProgramServicesAmt
Management And General$3,229,672ManagementAndGeneralAmt
Fundraising$1,668,711FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$477,973,721TotalAmt
Program Services$417,874,900ProgramServicesAmt
Management And General$45,467,546ManagementAndGeneralAmt
Fundraising$14,631,275FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$714,031BOYAmt
EOY$12,263,971EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$28,509,249BOYAmt
EOY$62,184,111EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,211,594BOYAmt
EOY$11,751,408EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,244,924BOYAmt
EOY$18,102,803EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,133,241BOYAmt
EOY$7,594,582EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$341,185BOYAmt
EOY$474,214EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,498,344BOYAmt
EOY$17,380,866EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$844,586,362LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$483,787,241LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$363,565,420BOYAmt
EOY$360,799,121EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,096,897,557BOYAmt
EOY$1,099,459,286EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,045,276BOYAmt
EOY$48,011,110EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,588,160,821BOYAmt
EOY$1,638,021,472EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,867,743BOYAmt
EOY$30,188,146EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,623,475BOYAmt
EOY$22,728,074EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$275,541,970BOYAmt
EOY$264,059,043EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$28,875,000BOYAmt
EOY$28,275,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$35,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,769,458BOYAmt
EOY$27,531,947EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$375,677,646BOYAmt
EOY$407,782,210EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$182,856,727BOYAmt
EOY$182,889,973EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,029,626,448BOYAmt
EOY$1,047,349,289EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,212,483,175BOYAmt
EOY$1,230,239,262EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,588,160,821BOYAmt
EOY$1,638,021,472EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$20,580,844ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,599,320NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,262,389OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,329,038CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,939,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,233,439CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,754,856CurrentTaxYearMinus1YearAmt
Current Tax Year$54,711,068CurrentTaxYearAmt
Total$257,967,880TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,329,038CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,939,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,233,439CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,754,856CurrentTaxYearMinus1YearAmt
Current Tax Year$54,711,068CurrentTaxYearAmt
Total$257,967,880TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$45,302,074SubstantialContributorsTotAmt
Public Support Total170$212,665,806PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,162,116CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,648,338CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,456,642CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,175,283CurrentTaxYearMinus1YearAmt
Current Tax Year$6,228,097CurrentTaxYearAmt
Total$55,670,476TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,305CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,592CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,740CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,890CurrentTaxYearMinus1YearAmt
Current Tax Year$140,306CurrentTaxYearAmt
Total$600,833TotalAmt
FieldValueIRS element (for citing)
Total Support$314,239,189TotalSupportAmt
Gross Receipts Rltd Activities$1,858,752,648GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67676PublicSupportCY170Pct
Public Support PY1700.67650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$7,535OtherActivitiesAmt
Total Lobbying Expenditures$7,535TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationPART 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

FieldValueIRS element (for citing)
Donor Advised Funds Held11DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$99,088DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$12,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,095,216DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,046,386,224BeginningYearBalanceAmt
Contributions$19,978,652ContributionsAmt
Investment Earnings Or Losses$58,779,655InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,139,541GrantsOrScholarshipsAmt
Other Expenditures$30,479,126OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,073,525,864EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$976,887,018BeginningYearBalanceAmt
Contributions$23,964,663ContributionsAmt
Investment Earnings Or Losses$95,171,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,988,748GrantsOrScholarshipsAmt
Other Expenditures$30,648,639OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$1,046,386,224EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$866,777,766BeginningYearBalanceAmt
Contributions$62,895,086ContributionsAmt
Investment Earnings Or Losses$95,868,789InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,645,319GrantsOrScholarshipsAmt
Other Expenditures$32,009,304OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$976,887,018EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$915,087,079BeginningYearBalanceAmt
Contributions$27,549,415ContributionsAmt
Investment Earnings Or Losses-$29,715,218InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,288,816GrantsOrScholarshipsAmt
Other Expenditures$31,854,694OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$866,777,766EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09580BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64620PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25800TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,886,840OtherCostOrOtherBasisAmt
Book Value$47,886,840BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$404,641,330OtherCostOrOtherBasisAmt
Depreciation$194,463,197DepreciationAmt
Book Value$210,178,133BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$223,228,898OtherCostOrOtherBasisAmt
Depreciation$183,931,394DepreciationAmt
Book Value$39,297,504BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,023,200OtherCostOrOtherBasisAmt
Depreciation$105,392,650DepreciationAmt
Book Value$37,630,550BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,806,094OtherCostOrOtherBasisAmt
Book Value$25,806,094BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$360,799,121TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$27,531,947TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$381,935,684TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,599,320NetUnrealizedGainsInvstAmt
Other Revenue-$112,130,403OtherRevenueAmt
Revenue Not Reported-$72,531,083RevenueNotReportedAmt
Revenue Subtotal$454,466,767RevenueSubtotalAmt
Investment Expenses Not Incld$2,926,110InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,926,110RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$457,392,877TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$364,179,597TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$364,179,597ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,926,110InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$110,868,014OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$113,794,124ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$477,973,721TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COLLECTIONS OF ARTPART 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 FUNDSPART 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) FOOTNOTEPART 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 RETURNPART 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 STATEMENTSPART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 110,868,014 ------------ TOTAL 110,868,014

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NONDISCRIMINATION POLICYPART 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 AGENCIESPART 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$61,803
East Asia and the PacificProgram ServicesSTUDY ABROAD$699,071
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$2,408,472
Middle East and North AfricaProgram ServicesSTUDY ABROAD$162,075
North AmericaProgram ServicesSTUDY ABROAD$24,600
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD$39,400
South AmericaProgram ServicesSTUDY ABROAD$161,456
South AsiaProgram ServicesSTUDY ABROAD$54,625
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$59,327
Europe (Including Iceland and Greenland)Program ServicesCERN$981,168
East Asia and the PacificProgram ServicesFOREIGN RESEARCH$86,698
Europe (Including Iceland and Greenland)Program ServicesFOREIGN RESEARCH$158,381
Middle East and North AfricaProgram ServicesFOREIGN RESEARCH$80,536
North AmericaProgram ServicesFOREIGN RESEARCH$95,191
South AmericaProgram ServicesFOREIGN RESEARCH$153,287
South AsiaProgram ServicesFOREIGN RESEARCH$366
Sub-Saharan AfricaProgram ServicesFOREIGN RESEARCH$25,068
Central America and the CaribbeanInvestments$414,417,850
FieldValueIRS element (for citing)
Subtotal Spent$5,251,524SubtotalSpentAmt
Continuation Spent$414,417,850ContinuationSpentAmt
Total Spent$419,669,374TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCentral America and the Caribbean5$35,227SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEast Asia and the Pacific46$296,947See Part V
SCHOLARSHIP AND FINANCIAL AIDEurope (Including Iceland and Greenland)132$890,220See Part V
SCHOLARSHIP AND FINANCIAL AIDMiddle East and North Africa13$84,165See Part V
SCHOLARSHIP AND FINANCIAL AIDRussia and the Newly Independent States2$19,075See Part V
SCHOLARSHIP AND FINANCIAL AIDSouth America10$100,182See Part V
SCHOLARSHIP AND FINANCIAL AIDSouth Asia3$8,880See Part V
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa4$50,500See Part V
SCHOLARSHIP AND FINANCIAL AIDNorth America2$24,600See Part V
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALSPART 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 DISBURSEMENTPART 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

FieldValueIRS element (for citing)
Event1LuncheonEvent1Nm
Gross Receipts Event1$60,230GrossReceiptsEvent1Amt
Charitable Contri Event1$29,510CharitableContriEvent1Amt
Gross Revenue Event1$30,720GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,375RentFacilityCostsEvent1Amt
Food And Beverage Event1$24,217FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$5,128OtherDirectExpensesEvent1Amt
Event2MIAMI BALLETEvent2Nm
Gross Receipts Event2$27,350GrossReceiptsEvent2Amt
Charitable Contri Event2$6,405CharitableContriEvent2Amt
Gross Revenue Event2$20,945GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$20,945RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total10OtherEventsTotalCnt
Gross Receipts Other Events$154,879GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$74,051CharitableContriOtherEventsAmt
Gross Revenue Other Events$80,828GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$2,117RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$63,667FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$15,044OthDirectExpnssOtherEventsAmt
Gross Receipts Total$242,459GrossReceiptsTotalAmt
Charitable Contributions Tot$109,966CharitableContributionsTotAmt
Gross Revenue Total Events$132,493GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$24,437RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$87,884FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$20,172OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$132,493DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (37 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809501(C)(3)$80,611Research
COMMONWEALTH OF MASSACHUSETTS
1 ASHBURTON PLACEBOSTONMA02108046002284GOV'T$30,084Research
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(C)(3)$15,977Research
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501(C)(3)$62,343Research
PALO ALTO INSTITUTE FOR RESEARCH
3801 Miranda Ave 151PPALO ALTOCA943040038770207331501(C)(3)$85,324Research
PRESIDENT & FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580501(C)(3)$772,197Research
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREETANN ARBORMI48109386006309501(c)(3)$140,095Research
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH ST SEMINNEAPOLISMN55455416007513GOV'T$43,632Research
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037990435954501(C)(3)$24,136Research
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467042103545501(C)(3)$8,592Research
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVEMEDFORDMA02155042103634501(C)(3)$242,797Research
UNIVERSITY OF MASSACHUSETTS - AMHERST
CONTROLLERS OFFICEAMHERSTMA010039272043167352GOV'T$246,091Research405 GOODELL BUILDING 140 HICKS WAY
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVEWORCESTERMA01655043167352GOV'T$31,729Research
UNIVERSITY OF MISSOURI - COLUMBIA AR
PO BOX 807012KANSAS CITYMO641807012436003859GOV'T$169,171Research
UNIVERSITY OF SOUTH CAROLINA
1600 Hampton Street Suite 613COLUMBIASC29208576001153GOV'T$15,632Research
AUTISTIC SELF ADVOCACY NETWORK
PO Box 66122WashingtonDC20035261270198501(c)(3)$60,000Research
BOSTON UNIVERSITY
881 Commonweatlh AvenueBostonMA02215042103547501(c)(3)$85,556Research
CENTER FOR ECONOMIC AND POLICY RESEARCH
1611 Connecticut Avenue NW Suite 4WashingtonDC20009522204029501(c)(3)$59,083Research
DISABILITY POLICY CONSORTIUM
11 Dartmouth Street Suite 301MaldenMA02148043570281501(c)(3)$24,722Research
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 Adeline Street Suite 210BerkeleyCA94703942620758501(c)(3)$50,988Research
HEALTHPARTNERS INSTITUTE
8170 33rd Avenue South BloomingtonSouth BloomingtonMN554254516411693838501(c)(4)$17,277Research
HEBREW SENIOR LIFE
1200 Centre StreetRoslindaleMA02131042104298501(c)(3)$117,067Research
HUMAN SERVICES RESEARCH INSTITUTE
2336 Massachusetts AvenueCambridgeMA02140521039368501(c)(3)$9,507Research
JOHNS HOPKINS UNIVERSITY
3910 Keswick Road No N4327BBaltimoreMD21211520595110501(c)(3)$31,529Research
NEW YORK UNIVERSITY
105 E 17th St 2nd FloorNew YorkNY100039580135562308501(c)(3)$287,902Research
POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE
253 Amory StreetBostonMA02130474235159501(c)(3)$150,000Research
REGENTS OF UNIVERSITY OF CALIFORNIA
220 Montgomery StreetSan FranciscoCA91404946036493501(c)(3)$55,833Research
RIGHT QUESTION INSTITUTE
2464 Massachusetts Avenue Suite 314CambridgeMA02140043099027501(c)(3)$56,595Research
ROCHESTER INSTITUTE OF TECHNOLOGY
46 Lomb Memorial DriveRochesterNY14623160743140501(c)(3)$6,911Research
SIENA COLLEGE
515 Loudon RoadLoudonvilleNY122111462141338498501(c)(3)$71,000Research
STANLEY STREET TREATMENT AND RESOURCES INC
386 Stanley StreetFall RiverMA02720042604426501(c)(3)$56,665Research
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 Francis StreetBostonMA02115042312909501(c)(3)$134,678Research
THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC
Post Office Box 12729TallahasseeFL32317591860916501(c)(3)$52,486Research
THE OHIO STATE UNIVERSITY
1960 Kenny RoadColumbusOH432101063316025986Gov't$126,493Research
UNIVERSITY OF NEW HAMPSHIRE
9 Edgewood RdDurhamNH03824020437506Gov't$196,639Research
UNIVERSITY OF TEXAS
301 University BoulevardGalvestonTX77555746000949Gov't$25,796Research
WALKING CINEMA
339 Liberty StreetSan FranciscoCA94114472408672501(c)(3)$28,024Research
FieldValueIRS element (for citing)
Total501c3 Org36Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE FINANCIAL AID2282$72,923,376
MASTERS PROGRAM FINANCIAL AID1018$21,788,250
DOCTORAL PROGRAM FINANCIAL AID499$12,911,765
CONTINUING PROGRAM FINANCIAL AID11$270,163
OTHER FINANCIAL AID46$202,565
TRAINEE TUITION AND FEES184$1,056,980
TUITION DISCOUNT153$205,118

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURE OF MONITORING USE OF GRANTS TO GOVERMENTAL AGENCIES & GOVERMENTSPART 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 INDIVIDUALSPART III The University provides grants and scholarships to students and applies the financial aid directly crediting each student's account.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Ronald Liebowitz
President$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

FieldValueIRS element (for citing)
Form And Line ReferencePART I, QUESTION 1FormAndLineReferenceDesc
ExplanationTRAVEL 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
A0434318140000000002013-07-18$36,500,000CONSTRUCTION, REFUND '04 BONDfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
B0434318140000000002017-06-15$20,000,000CONSTRUCTIONfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R
C04343181457584YLJ62018-08-21$41,421,007Refund '08 Bondsfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-1
D0434318140000000002019-07-03$132,703,346REFUND '10 BONDfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate 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$02014Yes (true)falseYes (true)Yes (true)
B$975,000$0$20,000,000$0$0$0$0$0$0$20,000,000$0$02019falsefalseYes (true)Yes (true)
C$1,000,000$0$41,421,007$0$0$0$435,572$0$0$0$40,985,435$0Yes (true)falseYes (true)Yes (true)
D$0$0$132,703,346$0$0$0$815,322$0$0$0$131,888,024$02020Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)0.013100.001100.01420falsefalsefalseYes (true)Yes (true)false
CfalsefalsefalseYes (true)0.000000.007600.00760falsefalsefalseYes (true)false
Dfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN FFormAndLineReferenceDesc
ExplanationPROCEEDS 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-2BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP575844PM5CUSIPNum
Bond Issued2019-03-05BondIssuedDt
Issue Price$44,292,634IssuePriceAmt
PurposeConstruction of BuildingsPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$44,292,634TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$263,682IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$15,490,392CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$28,538,560UnspentAmt
Substantial Completion2021SubstantialCompletionYr
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00070PrivateBusConcerningUBIPct
Total Private Business Use0.00070TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MARGOT DAVIS
J. DAVIS-TRUSTEE$22,328EMPLOYEE COMPENSATIONfalse
JESSICA LIEBOWITZ
R.LIEBOWITZ-PRESIDENT$71,515EMPLOYEE COMPENSATIONfalse
Lucy Goodhart
S. Kay - Trustee$36,018EMPLOYEE COMPENSATIONfalse
Elanah Uretsky
S. Uretsky - Executive VP Finance$102,931EMPLOYEE COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationElanah 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution52ContributionCnt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution168ContributionCnt
Noncash Contributions Rpt F990$12,848,364NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)BOOK COLLECTION1$9,000APPRAISAL
Yes (X)Lab Equipment15$197,045APPRAISAL
FieldValueIRS element (for citing)
Form8283 Received18Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONSLINE 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 POLICYPART I, LINE 31 Brandeis University's gift acceptance policy is available online at www.brandeis.edu.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 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 PROCESSFORM 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 POLICYFORM 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 POLICYFORM 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 DISCLOSUREFORM 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 ASSETSFORM 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 ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
PARTNERSHIP 1
INVESTINGTXBRANDEISEXCLUDED-$2,289,186$53,567,296false$0false0.99800
PARTNERSHIP 2
INVESTINGDEBRANDEISEXCLUDED$1,020,360$34,739,374false$0false0.96976
PARTNERSHIP 3
InvestingDENAUNRELATED$116,949$15,507,479false$114,897false0.92819

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (21)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesinvestingPrimaryActivitiesTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypetrustEntityTypeTxt
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PARTNERSHIP 1
S$3,700,000FMV
PARTNERSHIP 2
B$2,000,000FMV
Charitable Remainder Unitrust
S$912,336FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 1FormAndLineReferenceDesc
ExplanationDOMICILE STATES: MA - 20 FL - 1ExplanationTxt