BRANDEIS UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-14
IRS object ID: 202041969349300214
Schema version: 2018v3.3
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	2020-07-14T06:24:45-05:00	ReturnTs
Tax Period End	2019-06-30	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	2018-07-01	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	2020-07-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHY JOSEPH	PreparerPersonNm
PTIN	P01085371	PTIN
Phone	6179881000	PhoneNum
Preparation	2020-07-10	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	199.206.0.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04502320201965000001	FederalOriginalSubmissionId
Federal Original Submission Id	2020-07-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B6D6168A692106E408B10A90D01C50B06DEB2634	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5CE8C045D451A9174E08B035B8C1F7990FA45DBA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$701,968,188	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	36	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	5202	TotalEmployeeCnt
Total Volunteers	2932	TotalVolunteersCnt
Total Gross UBI	$1,312,815	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$665,101	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$45,233,439	PYContributionsGrantsAmt
CY Contributions Grants	$41,754,856	CYContributionsGrantsAmt
PY Program Service Revenue	$369,697,931	PYProgramServiceRevenueAmt
CY Program Service Revenue	$381,922,956	CYProgramServiceRevenueAmt
PY Investment Income	$17,841,599	PYInvestmentIncomeAmt
CY Investment Income	$70,340,091	CYInvestmentIncomeAmt
PY Other Revenue	$3,554,982	PYOtherRevenueAmt
CY Other Revenue	$5,037,702	CYOtherRevenueAmt
PY Total Revenue	$436,327,951	PYTotalRevenueAmt
CY Total Revenue	$499,055,605	CYTotalRevenueAmt
PY Grants And Similar Paid	$103,882,064	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$110,182,327	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$193,377,648	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$198,398,355	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$11,580,949	CYTotalFundraisingExpenseAmt
PY Other Expenses	$151,979,880	PYOtherExpensesAmt
CY Other Expenses	$155,042,254	CYOtherExpensesAmt
PY Total Expenses	$449,239,592	PYTotalExpensesAmt
CY Total Expenses	$463,622,936	CYTotalExpensesAmt
PY Revenues Less Expenses	-$12,911,641	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$35,432,669	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,530,178,406	TotalAssetsBOYAmt
Total Assets EOY	$1,588,160,821	TotalAssetsEOYAmt
Total Liabilities BOY	$346,389,733	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$375,677,646	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,183,788,673	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,212,483,175	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	$320,804,550	ExpenseAmt
Grant	$105,815,510	GrantAmt
Revenue	$284,646,968	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. BRANDEIS HAS 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. BRANDEIS WORKS TO CONNECT THEORY AND PRACTICE THROUGH FIELD WORK AND EXPERIENTIAL LEARNING.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$48,498,142	ExpenseAmt
Grant	$4,366,817	GrantAmt
Revenue	$54,292,946	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	$38,509,366	ExpenseAmt
Revenue	$43,370,952	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	$407,812,058	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	6873	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5202	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	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	36	GoverningBodyVotingMembersCnt
Independent Voting Member	33	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
MEYER KOPLOW
TRUSTEE - CHAIR	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
LISA R KRANC
TRUSTEE - VICE CHAIR	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
BARBARA A MANDEL
TRUSTEE - VICE CHAIR	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CYNTHIA SHAPIRA
TRUSTEE - VICE CHAIR	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CURTIS H TEARTE
TRUSTEE - SECRETARY	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
ALLEN B ALTER
TRUSTEE	1.0	0.0	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
FRANCES R BERMANZOHN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DEBORAH BIAL
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
MADALYN E FRIEDBERG
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DANIEL J JICK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
Ronald L Kaiserman
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
Ellen Lasher Kaplan
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
Joyce Gail Krasnow
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
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
BRUCE G POLLACK
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
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
PERRY TRANQUINA
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
Ronald Liebowitz
President	60.0	0.0	Yes (X)	Yes (X)	$882,968	$0	$107,068
Orla O'Brien
Assistant Secretary	50.0	0.0		Yes (X)	$118,527	$0	$17,404
LISA LYNCH
PROVOST	50.0	0.0		Yes (X)	$481,566	$0	$85,753
Stewart Uretsky
EVP Finance and Administration	50.0	0.0		Yes (X)	$521,884	$0	$26,650
Samuel Solomon
CFO and Treasurer	50.0	0.0		Yes (X)	$299,028	$0	$55,555
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	50.0	0.0			$774,442	$0	$62,917	Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL	50.0	0.0			$230,101	$0	$90,417	Yes (X)
JAMES GRAY
VP FOR OPERATIONS	50.0	0.0			$280,668	$0	$30,846	Yes (X)
James La Creta
Chief Information Officer	50.0	0.0			$262,900	$0	$47,202	Yes (X)
Robin Nelson-Bailey
VP Human Resources UNTIL 9/18	50.0	0.0			$188,281	$0	$15,023	Yes (X)
Ira Jackson
EVP Communications Until 1/19	50.0	0.0			$420,106	$0	$55,102	Yes (X)
Zamira Korff
SVP, Institutional Advancement	50.0	0.0			$468,265	$0	$39,862	Yes (X)
Edward Hackett
VP for Research	50.0	0.0			$228,979	$0	$21,969	Yes (X)
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS	50.0	0.0			$396,689	$0	$28,054		Yes (X)
Gina Turrigiano
Faculty	50.0	0.0			$340,604	$0	$75,293		Yes (X)
Kathryn Appleby
Faculty	50.0	0.0			$336,491	$0	$52,245		Yes (X)
JON CHILINGERIAN
FACULTY	50.0	0.0			$295,533	$0	$52,905		Yes (X)
Stuart Altman
Faculty	50.0	0.0			$302,349	$0	$31,723		Yes (X)
MARIANNE CWALINA
FORMER SVP FINANCE/TREASURER	0.0	0.0			$142,303	$0	$11,875			Yes (X)
ANDREW FLAGEL
FMR SVP, STUDENT & ENROLLMENT	0.0	0.0			$295,472	$0	$25,055			Yes (X)
NANCY WINSHIP
FMR SVP INST ADVANCEMENT	0.0	0.0			$255,652	$0	$23,080			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,522,808	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$955,998	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	385	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
Bond Brothers Inc
145 Spring Street	EVERETT	MA	02149	Construction	$22,938,436
Sodexo Inc
PO Box 360170	PITTSBURGH	PA	152516170	Food Service	$16,320,375
Consigli Construction Co Inc
72 Sumner Street	MILFORD	MA	01757	Construction	$3,744,957
Integration Partners Corp
12 Hartwell Avenue	LEXINGTON	MA	02421	Telecommunication	$2,535,586
Collaborative Solutions LLC
11190 Sunrise Valley Drive Suite 1	RESTON	VA	20191	Consulting	$2,346,109

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	182	CntrctRcvdGreaterThan100KCnt
Membership Dues	$469,458	MembershipDuesAmt
Fundraising	$274,693	FundraisingAmt
All Other Contributions	$41,010,705	AllOtherContributionsAmt
Noncash Contributions	$4,200,139	NoncashContributionsAmt
Total Contributions	$41,754,856	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
TUITION & FEES	611710	$274,420,900	$274,420,900
SPONSORED PROGRAMS	611710	$54,292,946	$54,292,946
AUXILIARY SERVICES	721000	$43,370,952	$43,137,778	$101,284	$131,890
BRANDEIS NATIONAL COMMITTEE	611710	$1,466,474	$1,466,474
FOSTER BIO LAB	611710	$122,641		$122,641

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,249,043	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,246,043	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,000	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$381,922,956	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,869,170	TotalRevenueColumnAmt
Unrelated Business Revenue	-$550,457	UnrelatedBusinessRevenueAmt
Exclusion	$9,419,627	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,021,369	TotalRevenueColumnAmt
Exclusion	$3,021,369	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,628,423	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,628,423	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,628,423	TotalRevenueColumnAmt
Unrelated Business Revenue	$894,136	UnrelatedBusinessRevenueAmt
Exclusion	$734,287	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$264,036,437	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$202,545,563	SecuritiesAmt
Other	$19,953	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$61,490,874	SecuritiesAmt
Other	-$19,953	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,470,921	TotalRevenueColumnAmt
Unrelated Business Revenue	$742,211	UnrelatedBusinessRevenueAmt
Exclusion	$60,728,710	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$347,067	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$274,693	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$347,067	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

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	611710	BusinessCd
Total Revenue Column	$387,910	TotalRevenueColumnAmt
Related Or Exempt Func Income	$387,910	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$387,910	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$499,055,605	TotalRevenueColumnAmt
Related Or Exempt Func Income	$381,952,051	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,312,815	UnrelatedBusinessRevenueAmt
Exclusion	$74,035,883	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,366,818	TotalAmt
Program Services	$4,366,818	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$103,743,665	TotalAmt
Program Services	$103,743,665	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,071,844	TotalAmt
Program Services	$2,071,844	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	$6,039,101	TotalAmt
Program Services	$828,028	ProgramServicesAmt
Management And General	$4,456,702	ManagementAndGeneralAmt
Fundraising	$754,371	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,349,874	TotalAmt
Program Services	$1,859,410	ProgramServicesAmt
Management And General	$450,490	ManagementAndGeneralAmt
Fundraising	$39,974	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$154,203,855	TotalAmt
Program Services	$136,450,259	ProgramServicesAmt
Management And General	$12,387,231	ManagementAndGeneralAmt
Fundraising	$5,366,365	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,040,609	TotalAmt
Program Services	$8,929,644	ProgramServicesAmt
Management And General	$756,879	ManagementAndGeneralAmt
Fundraising	$354,086	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,519,994	TotalAmt
Program Services	$12,593,817	ProgramServicesAmt
Management And General	$1,394,888	ManagementAndGeneralAmt
Fundraising	$531,289	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,244,922	TotalAmt
Program Services	$9,799,084	ProgramServicesAmt
Management And General	$1,033,531	ManagementAndGeneralAmt
Fundraising	$412,307	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	$2,353,106	TotalAmt
Program Services	$773,441	ProgramServicesAmt
Management And General	$1,579,665	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$385,400	TotalAmt
Management And General	$385,400	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,939	TotalAmt
Program Services	$5,939	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	$3,434,696	TotalAmt
Management And General	$3,434,696	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,683,604	TotalAmt
Program Services	$2,749,188	ProgramServicesAmt
Management And General	$2,332,175	ManagementAndGeneralAmt
Fundraising	$602,241	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,252,724	TotalAmt
Program Services	$1,094,269	ProgramServicesAmt
Management And General	$143,755	ManagementAndGeneralAmt
Fundraising	$14,700	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,838,910	TotalAmt
Program Services	$9,095,697	ProgramServicesAmt
Management And General	$2,177,079	ManagementAndGeneralAmt
Fundraising	$566,134	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,475,365	TotalAmt
Program Services	$4,413,539	ProgramServicesAmt
Management And General	$1,997,606	ManagementAndGeneralAmt
Fundraising	$64,220	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,177,429	TotalAmt
Program Services	$18,286,063	ProgramServicesAmt
Management And General	$1,645,463	ManagementAndGeneralAmt
Fundraising	$245,903	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,441,459	TotalAmt
Program Services	$5,920,786	ProgramServicesAmt
Management And General	$335,049	ManagementAndGeneralAmt
Fundraising	$185,624	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	$2,211,656	TotalAmt
Program Services	$2,121,287	ProgramServicesAmt
Management And General	$32,925	ManagementAndGeneralAmt
Fundraising	$57,444	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,865,103	TotalAmt
Program Services	$8,941,476	ProgramServicesAmt
Management And General	$782,282	ManagementAndGeneralAmt
Fundraising	$141,345	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,796,955	TotalAmt
Program Services	$24,297,496	ProgramServicesAmt
Management And General	$1,117,112	ManagementAndGeneralAmt
Fundraising	$382,347	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,444,246	TotalAmt
Program Services	$10,029	ProgramServicesAmt
Management And General	$1,434,194	ManagementAndGeneralAmt
Fundraising	$23	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DINING SERVICES	$20,482,445	$18,624,509	$1,768,998	$88,938
STIPENDS AND FELLOWSHIPS	$11,266,479	$11,259,479	$7,000
STUDY ABROAD PAYMENTS	$4,658,981	$4,658,981
LIBRARY	$3,990,938	$3,989,172	$1,766

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,276,819	TotalAmt
Program Services	$10,928,138	ProgramServicesAmt
Management And General	$4,575,043	ManagementAndGeneralAmt
Fundraising	$1,773,638	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$463,622,936	TotalAmt
Program Services	$407,812,058	ProgramServicesAmt
Management And General	$44,229,929	ManagementAndGeneralAmt
Fundraising	$11,580,949	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,817,201	BOYAmt
EOY	$714,031	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$25,171,960	BOYAmt
EOY	$28,509,249	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,350,109	BOYAmt
EOY	$8,211,594	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,993,774	BOYAmt
EOY	$10,244,924	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	$10,460,623	BOYAmt
EOY	$9,133,241	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$322,732	BOYAmt
EOY	$341,185	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,890,379	BOYAmt
EOY	$14,498,344	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$818,680,167	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$455,114,747	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$363,366,482	BOYAmt
EOY	$363,565,420	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,069,923,562	BOYAmt
EOY	$1,096,897,557	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	$22,881,584	BOYAmt
EOY	$56,045,276	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,530,178,406	BOYAmt
EOY	$1,588,160,821	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,529,638	BOYAmt
EOY	$27,867,743	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	$22,159,034	BOYAmt
EOY	$21,623,475	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$242,095,675	BOYAmt
EOY	$275,541,970	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	$29,450,000	BOYAmt
EOY	$28,875,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$22,155,386	BOYAmt
EOY	$21,769,458	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$346,389,733	BOYAmt
EOY	$375,677,646	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$184,614,530	BOYAmt
EOY	$182,856,727	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$322,407,829	BOYAmt
EOY	$334,446,925	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$676,766,314	BOYAmt
EOY	$695,179,523	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,183,788,673	BOYAmt
EOY	$1,212,483,175	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,530,178,406	BOYAmt
EOY	$1,588,160,821	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$35,432,669	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,270,905	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$467,262	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	$48,364,246	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,329,038	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$79,939,479	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,233,439	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,754,856	CurrentTaxYearAmt
Total	$251,621,058	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	$48,364,246	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$36,329,038	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$79,939,479	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$45,233,439	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,754,856	CurrentTaxYearAmt
Total	$251,621,058	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$40,147,396	SubstantialContributorsTotAmt
Public Support Total170	$211,473,662	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,970,543	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,162,116	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,648,338	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,456,642	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,175,283	CurrentTaxYearAmt
Total	$60,412,922	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	$99,743	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$88,305	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$130,592	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$109,740	CurrentTaxYearMinus1YearAmt
Current Tax Year	$131,890	CurrentTaxYearAmt
Total	$560,270	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$312,594,250	TotalSupportAmt
Gross Receipts Rltd Activities	$1,819,884,750	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.67651	PublicSupportCY170Pct
Public Support PY170	0.69540	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	$5,939	OtherActivitiesAmt
Total Lobbying Expenditures	$5,939	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 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 $5,939.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	11	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$420,614	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$438,312	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$1,008,128	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	$1,046,386,224	BeginningYearBalanceAmt
Contributions	$19,978,652	ContributionsAmt
Investment Earnings Or Losses	$58,779,655	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,139,541	GrantsOrScholarshipsAmt
Other Expenditures	$30,479,126	OtherExpendituresAmt
End Year Balance	$1,073,525,864	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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
End Year Balance	$866,777,766	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$861,152,435	BeginningYearBalanceAmt
Contributions	$50,320,741	ContributionsAmt
Investment Earnings Or Losses	$46,096,107	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,474,765	GrantsOrScholarshipsAmt
Other Expenditures	$27,007,439	OtherExpendituresAmt
End Year Balance	$915,087,079	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09770	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.62920	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27310	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	$45,833,152	OtherCostOrOtherBasisAmt
Book Value	$45,833,152	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$360,598,692	OtherCostOrOtherBasisAmt
Depreciation	$167,115,207	DepreciationAmt
Book Value	$193,483,485	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$220,410,606	OtherCostOrOtherBasisAmt
Depreciation	$173,757,660	DepreciationAmt
Book Value	$46,652,946	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$172,812,434	OtherCostOrOtherBasisAmt
Depreciation	$114,241,880	DepreciationAmt
Book Value	$58,570,554	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,025,283	OtherCostOrOtherBasisAmt
Book Value	$19,025,283	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$363,565,420	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ESTIMATED LIABILITY TO ANNUITANTS	$10,068,691
DEFERRED COMPENSATION AND SEVERANCE	$510,120
ENVIRONMENTAL LIABILITY	$5,551,758
REFUNDABLE STUDENT LOAN ADVANCES	$5,102,306
CAPITAL LEASE LIABILITY	$536,583

Field	Value	IRS element (for citing)
Total Liability	$21,769,458	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$383,067,233	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,270,905	NetUnrealizedGainsInvstAmt
Other Revenue	-$106,282,771	OtherRevenueAmt
Revenue Not Reported	-$112,553,676	RevenueNotReportedAmt
Revenue Subtotal	$495,620,909	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,434,696	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$3,434,696	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$499,055,605	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$354,372,731	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$105,815,509	OtherExpensesIncludedAmt
Expenses Not Reported	-$105,815,509	ExpensesNotReportedAmt
Expenses Subtotal	$460,188,240	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,434,696	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$3,434,696	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$463,622,936	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, 2019 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 1,900 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 (105,815,509) CHANGE IN VALUE OF SPLIT INTEREST (467,262) ------------- TOTAL (106,282,771)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT FINANCIAL STATEMENTS	PART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 105,815,509 ------------ TOTAL 105,815,509

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 Universitys 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, caste, 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 Univerity makes its policy available year-round on its website: www.brandeis.edu/humanresources/policies/non-discrimination-harassment.htm l

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	$21,992
East Asia and the Pacific	Program Services	STUDY ABROAD	$750,131
Europe (Including Iceland and Greenland)	Program Services	STUDY ABROAD	$2,780,060
Middle East and North Africa	Program Services	STUDY ABROAD	$91,434
North America	Program Services	STUDY ABROAD	$11,965
South America	Program Services	STUDY ABROAD	$278,986
South Asia	Program Services	STUDY ABROAD	$71,098
Sub-Saharan Africa	Program Services	STUDY ABROAD	$112,449
Europe (Including Iceland and Greenland)	Program Services	CERN	$1,089,004
East Asia and the Pacific	Program Services	Foreign Research	$31,558
Europe (Including Iceland and Greenland)	Program Services	Foreign Research	$21,696
Middle East and North Africa	Program Services	Foreign Research	$69,205
North America	Program Services	Foreign Research	$22,999
South America	Program Services	Foreign Research	$1,000
South Asia	Program Services	Foreign Research	$2,300
Sub-Saharan Africa	Program Services	Foreign Research	$25,974
Central America and the Caribbean	Investments		$288,176,197
Europe (Including Iceland and Greenland)	Investments		$4,852,395

Field	Value	IRS element (for citing)
Subtotal Spent	$293,558,048	SubtotalSpentAmt
Continuation Spent	$4,852,395	ContinuationSpentAmt
Total Spent	$298,410,443	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AID	Central America and the Caribbean	2	$21,992	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	East Asia and the Pacific	54	$434,674	See Part V
SCHOLARSHIP AND FINANCIAL AID	Europe (Including Iceland and Greenland)	164	$1,280,561	See Part V
SCHOLARSHIP AND FINANCIAL AID	Middle East and North Africa	8	$54,328	See Part V
SCHOLARSHIP AND FINANCIAL AID	South America	18	$161,289	See Part V
SCHOLARSHIP AND FINANCIAL AID	South Asia	4	$44,660	See Part V
SCHOLARSHIP AND FINANCIAL AID	Sub-Saharan Africa	7	$74,340	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	$182,809	GrossReceiptsEvent1Amt
Charitable Contri Event1	$70,269	CharitableContriEvent1Amt
Gross Revenue Event1	$112,540	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$92,992	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$19,548	OtherDirectExpensesEvent1Amt
Event2	Luncheon	Event2Nm
Gross Receipts Event2	$54,091	GrossReceiptsEvent2Amt
Charitable Contri Event2	$26,551	CharitableContriEvent2Amt
Gross Revenue Event2	$27,540	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$1,500	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$22,339	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$3,701	OtherDirectExpensesEvent2Amt
Other Events Total	21	OtherEventsTotalCnt
Gross Receipts Other Events	$384,860	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$177,873	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$206,987	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$52,354	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$127,079	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$27,554	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$621,760	GrossReceiptsTotalAmt
Charitable Contributions Tot	$274,693	CharitableContributionsTotAmt
Gross Revenue Total Events	$347,067	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$53,854	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$242,410	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$50,803	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$347,067	DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (35 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)	$111,167	Research
COMMONWEALTH OF MASSACHUSETTS
1 ASHBURTON PLACE	BOSTON	MA	02108	046002284	GOV'T	$6,888	Research
IJIS INSTITUTE
44983 KNOLL SQUARE	ASHBURN	VA	20147	311783179	501(C)(3)	$813,134	Research
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	041564655	501(C)(3)	$17,573	Research
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE	BOSTON	MA	02115	041679980	501(C)(3)	$143,314	Research
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA AVE	PALO ALTO	CA	943040038	770207331	501(C)(3)	$41,149	Research
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649	BOSTON	MA	022415649	042103580	501(C)(3)	$565,689	Research
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREET	ANN ARBOR	MI	48109	386006309	501(c)(3)	$194,257	Research
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH ST SE	MINNEAPOLIS	MN	55455	416007513	GOV'T	$94,499	Research
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RD	LA JOLLA	CA	92037	990435954	501(C)(3)	$21,502	Research
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVE	CHESTNUT HILL	MA	02467	042103545	501(C)(3)	$34,319	Research
TRUSTEES OF DARTMOUTH COLLEGE
DARTMOUTH COLLEGE	HANOVER	NH	03755	020222111	501(c)(3)	$5,718	Research
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVE	MEDFORD	MA	02155	042103634	501(C)(3)	$845,408	Research
UNIVERSITY OF MASSACHUSETTS - AMHERST
CONTROLLERS OFFICE	AMHERST	MA	010039272	043167352	GOV'T	$251,229	Research	405 GOODELL BUILDING 140 HICKS WAY
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVE	WORCESTER	MA	01655	043167352	GOV'T	$83,156	Research
UNIVERSITY OF MISSOURI - COLUMBIA AR
PO BOX 807012	KANSAS CITY	MO	641807012	436003859	GOV'T	$240,898	Research
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON ST	COLUMBIA	SC	29208	576001153	GOV'T	$15,418	Research
AUTISTIC SELF ADVOCACY NETWORK
PO Box 66122	Washington	DC	20035	261270198	501(C)(3)	$27,500	Research
BOSTON UNIVERSITY
881 Commonweatlh Avenue	Boston	MA	02215	042103547	501(c)(3)	$12,056	Research
HEBREW SENIOR LIFE
1200 Centre Street	Roslindale	MA	02131	042104298	501(c)(3)	$82,982	Research
WALKING CINEMA
339 Liberty Street San	Francisco	CA	94114	472408672	501(c)(3)	$22,563	Research
VASSAR COLLEGE
124 Raymond Ave Box 12	Poughkeepsie	NY	12604	141338587	501(c)(3)	$134,733	Research
UNIVERSITY OF TEXAS
301 University BLVD	Galveston	TX	77555	746000949	Gov't	$13,580	Research
UNIVERSITY OF NEW HAMPSHIRE
9 Edgewood Rd	Durham	NH	03824	020437506	Gov't	$103,673	Research
THE OHIO STATE UNIVERSITY
1960 Kenny Road	Columbus	OH	432101063	316025986	Gov't	$36,667	Research
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 Francis Street	Boston	MA	02115	042312909	501(c)(3)	$118,570	Research
SIENA COLLEGE
515 Loudon Road	Loudonville	NY	122111462	141338498	501(c)(3)	$15,000	Research
ROCHESTER INSTITUTE OF TECHNOLOGY
46 Lomb Memorial Drive	Rochester	NY	14623	160743140	501(c)(3)	$23,062	Research
RIGHT QUESTION INSTITUTE
2464 Massachusetts Ave Ste 314	Cambridge	MA	02140	043099027	501(c)(3)	$81,994	Research
REGENTS OF UNIVERSITY OF CALIFORNIA
220 Montgomery St	San Francisco	CA	91404	946036493	501(c)(3)	$5,629	Research
NEW YORK UNIVERSITY
105 E 17th St 2nd Fl	New York	NY	100039580	135562308	501(c)(3)	$132,152	Research
IMAJ ASSOCIATES INC
11 William Reynolds Farm Road	W Kingstown	RI	02892	460541081		$25,000	Research
HUMAN SERVICES RESEARCH INSTITUTE
2336 Massachusetts Avenue	Cambridge	MA	02140	521039368	501(c)(3)	$10,469	Research
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 Adeline Street Suite 210	Berkeley	CA	94703	942620758	501(c)(3)	$21,081	Research
DISABILITY POLICY CONSORTIUM
11 Dartmouth Street Suite 301	Malden	MA	02148	043570281	501(c)(3)	$14,789	Research

Field	Value	IRS element (for citing)
Total501c3 Org	34	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
UNDERGRADUATE FINANCIAL AID	2237	$70,149,440
MASTERS PROGRAM FINANCIAL AID	1055	$18,818,915
DOCTORAL PROGRAM FINANCIAL AID	490	$12,933,943
CONTINUING PROGRAM FINANCIAL AID	22	$374,341
OTHER FINANCIAL AID	43	$452,946
TRAINEE TUITION AND FEES	208	$781,720
TUITION DISCOUNT	163	$232,360

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 (20 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	$697,519	$0	$0	$0	$185,449	$0	$71,000	$0	$39,902	$0	$993,870	$0	$0	$0
LISA LYNCH
PROVOST	$454,946	$0	$0	$0	$26,620	$0	$27,500	$0	$60,273	$0	$569,339	$0	$0	$0
Stewart Uretsky
EVP Finance and Administration	$469,400	$0	$35,000	$0	$17,484	$0	$26,650	$0	$2,020	$0	$550,554	$0	$0	$0
Samuel Solomon
CFO and Treasurer	$291,750	$0	$0	$0	$7,278	$0	$27,500	$0	$30,291	$0	$356,819	$0	$0	$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	$734,927	$0	$0	$0	$39,515	$0	$22,000	$0	$42,937	$0	$839,379	$0	$0	$0
STEVEN LOCKE
SVP, GENERAL COUNSEL	$228,279	$0	$0	$0	$1,822	$0	$24,646	$0	$67,523	$0	$322,270	$0	$0	$0
JAMES GRAY
VP FOR OPERATIONS	$276,706	$0	$0	$0	$3,962	$0	$22,000	$0	$10,794	$0	$313,462	$0	$0	$0
James La Creta
Chief Information Officer	$261,307	$0	$0	$0	$1,593	$0	$21,797	$0	$27,606	$0	$312,303	$0	$0	$0
Robin Nelson-Bailey
VP Human Resources UNTIL 9/18	$187,667	$0	$0	$0	$614	$0	$15,023	$0	$267	$0	$203,571	$0	$0	$0
Ira Jackson
EVP Communications Until 1/19	$393,328	$0	$0	$0	$26,778	$0	$27,500	$0	$28,803	$0	$476,409	$0	$0	$0
Zamira Korff
SVP, Institutional Advancement	$415,971	$0	$50,000	$0	$2,294	$0	$7,243	$0	$34,639	$0	$510,147	$0	$0	$0
Edward Hackett
VP for Research	$219,690	$0	$0	$0	$9,289	$0	$21,969	$0	$1,627	$0	$252,575	$0	$0	$0
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS	$386,972	$0	$0	$0	$9,717	$0	$22,000	$0	$7,065	$0	$425,754	$0	$0	$0
Gina Turrigiano
Faculty	$309,613	$0	$0	$0	$30,991	$0	$27,500	$0	$48,841	$0	$416,945	$0	$0	$0
Kathryn Appleby
Faculty	$302,605	$0	$0	$0	$33,886	$0	$27,500	$0	$25,953	$0	$389,944	$0	$0	$0
JON CHILINGERIAN
FACULTY	$288,716	$0	$0	$0	$6,817	$0	$27,500	$0	$26,654	$0	$349,687	$0	$0	$0
Stuart Altman
Faculty	$296,536	$0	$0	$0	$5,813	$0	$27,500	$0	$5,147	$0	$334,996	$0	$0	$0
MARIANNE CWALINA
FORMER SVP FINANCE/TREASURER	$0	$0	$0	$0	$142,303	$0	$0	$0	$11,875	$0	$154,178	$0	$0	$0
ANDREW FLAGEL
FMR SVP, STUDENT & ENROLLMENT	$223,821	$0	$0	$0	$71,651	$0	$11,028	$0	$15,102	$0	$321,602	$0	$0	$0
NANCY WINSHIP
FMR SVP INST ADVANCEMENT	$212,993	$0	$0	$0	$42,659	$0	$22,329	$0	$1,418	$0	$279,399	$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 2018, the University reimbursed President Liebowitz for travel expenses incurred by his spouse while conducting business of the University. Such reimbursements were made in accordance with University policy. None of the reimbursements were 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 2018, the University reimbursed President Liebowitz for personal legal, travel, 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. Marianne Cwalina, SVP of Finance and Treasurer, left her position at the end of fiscal year 2017. As part of her separation agreement, Ms. Cwalina received severance of $142,303, which was included in her 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 $43,500 ON JUNE 30, 2018. THE AMOUNT IS NOT VESTED OR TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN C AS DEFERRED COMPENSATION.	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 2010 - SERIES O
A	043431814	57583RW92	2010-03-09	$188,794,806	Refund '98 & '08 bonds	false	false	false
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
B	043431814		2013-07-18	$36,500,000	CONSTRUCTION, REFUND '04 BOND	false	false	false
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
C	043431814		2017-06-15	$20,000,000	CONSTRUCTION	false	false	false
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R
D	043431814	57584YLJ6	2018-08-21	$41,421,007	Refund '08 Bonds	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	$40,330,000	$0	$188,794,806	$0	$0	$0	$1,501,706	$0	$6,500,000	$18,000,000	$162,793,100	$0	2010	Yes (true)	false	Yes (true)	Yes (true)
B	$3,730,447	$0	$36,500,000	$0	$0	$0	$403,050	$0	$0	$14,591,609	$21,505,341	$0	2014	Yes (true)	false	Yes (true)	Yes (true)
C	$625,000	$0	$20,000,000	$0	$0	$0	$0	$0	$0	$20,000,000	$0	$0	2019	false	false	false	Yes (true)
D	$0	$0	$41,421,007	$0	$0	$0	$358,934	$0	$0	$0	$41,062,073	$0		Yes (true)	false	false	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	Engage Bond Counsel ResearchEngageBondCounselResearchInd	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
A	false	false	false	Yes (true)	false	0.00790	0.00490	0.01280	false	false	false	Yes (true)
B	false	false	false	false		0.01110		0.01110	false	false	false	Yes (true)
C	false	false	Yes (true)	false		0.01320	0.00070	0.01390	false	false	false	Yes (true)	Yes (true)
D	false	false	false	Yes (true)	false	0.01060	0.00540	0.01600	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, COLUMN F

PROCEEDS FROM THE SERIES O BOND WERE USED FOR THE REFUND OF '98 BOND ISSUED ON 11/15/1998. PROCEEDS FROM THE SERIES P BOND WERE USED FOR THE REFUND OF '04 BOND ISSUED ON 01/08/2004. PART III, LINE 3A SERIES 2010, 2013, 2018, & 2019 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 2010, 2013, 2017 and 2018 bonds were performed on October 1, 2019, June 30, 2019, May 31, 2019, and July 31, 2019, respectively.

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
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	$233,842	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$1,642,748	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$42,416,044	UnspentAmt
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	0.00610	PrivateBusUseByOthersPct
Total Private Business Use	0.00610	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
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
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
JESSICA LIEBOWITZ
R. LIEBOWITZ - PRESIDENT	$59,448	EMPLOYEE COMPENSATION	false
LUCY GOODHART
S. KAY - TRUSTEE	$32,773	EMPLOYEE COMPENSATION	false
MARGOT DAVIS
J. DAVIS - TRUSTEE	$19,066	EMPLOYEE COMPENSATION	false
ELANAH URETSKY
S. URETSKY - EXECUTIVE VP OF ADMIN & FINANCE	$86,785	EMPLOYEE COMPENSATION	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY ENGAGES FAMILY MEMBERS OF OFFICERS OR TRUSTEES OF THE UNIVERSITY, IN THE ORDINARY COURSE OF BUSINESS, AS FOLLOWS: Jessica Liebowitz, spouse of University President Ronald Liebowitz, is employed by the University as a visiting scholar who studies doctoral education. Ms. Liebowitz received employee compensation of $59,448. President Liebowitz does not participate in establishing the compensation of Ms. Liebowitz. Lucy Goodhart, daughter in law of Trustee Stephen Kay, is employed by the University as a lecturer in International and Global Studies and Politics. Ms. Goodhart received employee compensation of $32,773. Mr. Kay does not participate in establishing the compensation of Ms. Goodhart. Margot Davis, spouse of University Trustee Jonathan Davis, is employed by the University as a staff member of the Heller School of Social Policy and Management. Ms. Davis received employee compensation of $19,066. Mr. Davis does not participate in establishing the compensation of Ms. Davis. Elanah Uretsky, spouse of Executive Vice President of Administration and Finance Stewart Uretsky, is employed by the University as an associate professor in the International and Global Studies Program. Ms. Uretsky received employee compensation of $86,785. Mr. Uretsky does not participate in establishing the compensation of Ms. Uretsky.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
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	125	ContributionCnt
Noncash Contributions Rpt F990	$4,189,788	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)	PHONOGRAPH & BOOKSHELVES	7	$1	NO APPRAISAL
Yes (X)	SPECIAL COLLECTION	4	$10,350	NO APPRAISAL

Field	Value	IRS element (for citing)
Form8283 Received	2	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.
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 SOCIAL SCIENCES, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS AND PREPARING THEM FOR FULL PARTICIPATION IN A CHANGING SOCIETY. IN THIS MANNER, BRANDEIS SEEKS TO ENSURE ITS STUDENTS ARE CAPABLE OF PROMOTING THEIR OWN WELFARE WHILE REMAINING DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS. IN A WORLD OF CHALLENGING SOCIAL AND TECHNOLOGICAL TRANSFORMATION, BRANDEIS REMAINS A CENTER OF OPEN INQUIRY AND TEACHING, CHERISHING ITS INDEPENDENCE FROM ANY DOCTRINE OF GOVERNMENT. IT STRIVES TO REFLECT THE HETEROGENEITY OF THE UNITED STATES AND OF THE WORLD COMMUNITY WHOSE IDEAS AND CONCERNS IT SHARES. IN THE BELIEF THAT THE MOST IMPORTANT LEARNING DERIVES FROM THE PERSONAL ENCOUNTER AND JOINT WORK OF TEACHERS AND STUDENTS, BRANDEIS ENCOURAGES UNDERGRADUATES AND POSTGRADUATES TO PARTICIPATE WITH DISTINGUISHED FACULTY IN RESEARCH, SCHOLARSHIP AND ARTISTIC ACTIVITIES.
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 2019, 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 of 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 Presidents compensation based upon recommendation from the Executive Committee of the Board of Trustees. Compensation paid to the Presidents 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 Presidents 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/financialaffairs. 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 (467,262) -------------- TOTAL (467,262)

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
PARTNERSHIP 1
INVESTING	NA	$157,926	$36,225,234	Yes (true)	$0	false	0.99944
PARTNERSHIP 2
INVESTING	NA	$604,870	$13,928,408	Yes (true)	$357,927	false	0.92819
PARTNERSHIP 3
INVESTING	NA	-$24,600	$28,584,346	Yes (true)	$0	false	0.98349

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (22)	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 (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PARTNERSHIP 1
B	$30,000,000	FMV
PARTNERSHIP 2
B	$492,207	FMV
PARTNERSHIP 3
B	$30,000,000	FMV
PARTNERSHIP 2
S	$2,111,229	FMV
NORMA W FINK REMAINDER UNITRUST
S	$62,175	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 1	FormAndLineReferenceDesc
Explanation	DOMICILE STATES: MA - 21 FL - 1	ExplanationTxt