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BRANDEIS UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201821349349301942
Schema version
2016v3.1
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T11:11:33-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL SOLOMONPersonNm
Person TitleCFO & TREASURERPersonTitleTxt
Phone7817362000PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHY JOSEPHPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
Preparation2018-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.102.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04502320181345000018FederalOriginalSubmissionId
Federal Original Submission Id2018-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1E0C08893291BB9BB3F548AABB5759CCCB52B89DAtSubmissionCreationDeviceId
At Submission Filing Device Id7B5190DACD7950FB62E11B317DAE60956DD6A6E7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRONALD LIEBOWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$717,258,884GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRANDEIS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionAN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION.ActivityOrMissionDesc
Voting Members Governing Body37VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee5302TotalEmployeeCnt
Total Volunteers3196TotalVolunteersCnt
Total Gross UBI$1,334,035TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$527,511NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$36,329,038PYContributionsGrantsAmt
CY Contributions Grants$79,939,479CYContributionsGrantsAmt
PY Program Service Revenue$353,010,851PYProgramServiceRevenueAmt
CY Program Service Revenue$364,125,327CYProgramServiceRevenueAmt
PY Investment Income$50,837,096PYInvestmentIncomeAmt
CY Investment Income$73,146,942CYInvestmentIncomeAmt
PY Other Revenue$2,716,808PYOtherRevenueAmt
CY Other Revenue$3,330,716CYOtherRevenueAmt
PY Total Revenue$442,893,793PYTotalRevenueAmt
CY Total Revenue$520,542,464CYTotalRevenueAmt
PY Grants And Similar Paid$99,770,521PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$102,667,775CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$185,443,245PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$191,792,316CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,144,932CYTotalFundraisingExpenseAmt
PY Other Expenses$147,046,750PYOtherExpensesAmt
CY Other Expenses$150,818,839CYOtherExpensesAmt
PY Total Expenses$432,260,516PYTotalExpensesAmt
CY Total Expenses$445,278,930CYTotalExpensesAmt
PY Revenues Less Expenses$10,633,277PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$75,263,534CYRevenuesLessExpensesAmt
Total Assets BOY$1,329,427,256TotalAssetsBOYAmt
Total Assets EOY$1,474,125,833TotalAssetsEOYAmt
Total Liabilities BOY$316,932,682TotalLiabilitiesBOYAmt
Total Liabilities EOY$359,780,884TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,012,494,574NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,114,344,949NetAssetsOrFundBalancesEOYAmt
MissionAS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL, AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$304,147,707ExpenseAmt
Grant$98,069,459GrantAmt
Revenue$261,866,643RevenueAmt
DescINSTRUCTIONAL AND ACADEMIC SUPPORT: BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. BRANDEIS STUDENT BODY NUMBERS 5,200, INCLUDING UNDERGRADUATE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$53,896,410ExpenseAmt
Grant$4,598,316GrantAmt
Revenue$61,278,788RevenueAmt
DescSPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND CORPORATIONS. BRANDEIS RESEARCH IS AT THE HEART OF MANY SOCIETAL, ARTISTIC, INTELLECTUAL AND SCIENTIFIC ADVANCES. RESEARCH AT BRANDEIS IS INTERDISCIPLINARY, BOLD AND COLLABORATIVE. ITS AN APPROACH THAT ENABLES THE FACULTY TO LEVERAGE THE RELATIVELY SMALL SIZE OF THE UNIVERSITY TO ACHIEVE AN IMPACT WELL BEYOND THE SUM OF ITS PARTS. BRANDEIS IS WHOLLY COMMITTED TO THE PROPOSITION THAT BASIC RESEARCH IS THE ENGINE OF INNOVATION IN HUMAN HEALTH AND WELL-BEING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$36,504,533ExpenseAmt
Grant$0GrantAmt
Revenue$41,200,782RevenueAmt
DescAUXILIARY ENTERPRISES: BRANDEIS UNIVERSITY SERVES THE NEEDS AND INTERESTS OF STUDENTS AND HAS BROAD RESPONSIBILITY FOR THE SERVICES AND ACTIVITIES THAT ENHANCE THE QUALITY OF STUDENT LIFE OUTSIDE THE CLASSROOM. THESE SERVICES AND ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO COMMUNITY LIVING, DINING SERVICES, HEALTH CENTER, PSYCHOLOGICAL COUNSELING CENTER, AND INTERFAITH CHAPLAINCY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$394,548,650TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6898IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5302EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members37GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LAWRENCE S KANAREK
TRUSTEE-CHAIR2.00.0Yes (X)Yes (X)$6,000$0$0
JONATHAN G DAVIS
TRUSTEE-VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
STEPHEN B KAY
TRUSTEE-VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
CURTIS H TEARTE
TRUSTEE-SECRETARY2.00.0Yes (X)Yes (X)$0$0$0
LISA R KRANC
TRUSTEE-TREASURER2.00.0Yes (X)Yes (X)$0$0$0
ALLEN B ALTER
TRUSTEE1.00.0Yes (X)$0$0$0
LESLIE M ARONZON
TRUSTEE1.00.0Yes (X)$0$0$0
STEVEN M BUNSON
TRUSTEE1.00.0Yes (X)$0$0$0
JEFFREY S FLIER MD
TUSTEE1.00.0Yes (X)$0$0$0
LEONARD C GOODMAN
TRUSTEE1.00.0Yes (X)$0$0$0
PAUL S GROGAN
TRUSTEE1.00.0Yes (X)$0$0$0
MARTIN J GROSS
TRUSTEE1.00.0Yes (X)$0$0$0
DANIEL J JICK
TRUSTEE1.00.0Yes (X)$0$0$0
RONALD L KAISERMAN
TRUSTEE1.00.0Yes (X)$0$0$0
ELLEN LASHER KAPLAN
TRUSTEE1.00.0Yes (X)$0$0$0
DOLORES KOHL
TRUSTEE1.00.0Yes (X)$0$0$0
MEYER KOPLOW
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL A KOSS
TRUSTEE1.00.0Yes (X)$0$0$0
JOYCE GAIL KRASNOW
TRUSTEE1.00.0Yes (X)$0$0$0
GEORGE D KRUPP
TRUSTEE1.00.0Yes (X)$0$0$0
MARTIN R KUPFERBERG
TRUSTEE1.00.0Yes (X)$0$0$0
BARBARA A MANDEL
TRUSTEE1.00.0Yes (X)$0$0$0
GEORG B MUZICANT
TRUSTEE1.00.0Yes (X)$0$0$0
LOUIS PERLMUTTER
TRUSTEE0.00.0Yes (X)$0$0$0
GREGORY A PETSKO
TRUSTEE1.00.0Yes (X)$0$0$0
BRUCE G POLLACK
TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN R REINER
TRUSTEE1.00.0Yes (X)$0$0$0
ADAM RIFKIN
TRUSTEE1.00.0Yes (X)$0$0$0
CAROL R SAIVETZ
TRUSTEE1.00.0Yes (X)$0$0$0
BARBARA Z SANDER
TRUSTEE1.00.0Yes (X)$0$0$0
MINDY L SCHNEIDER
TRUSTEE1.00.0Yes (X)$0$0$0
CYNTHIA SHAPIRA
TRUSTEE1.00.0Yes (X)$0$0$0
MALCOM L SHERMAN
TRUSTEE1.00.0Yes (X)$0$0$0
MARK A SURCHIN
TRUSTEE1.00.0Yes (X)$0$0$0
PERRY TRAQUINA
TRUSTEE1.00.0Yes (X)$0$0$0
BARTON J WINOKUR
TRUSTEE1.00.0Yes (X)$0$0$0
RONALD LIEBOWITZ
PRESIDENT60.00.0Yes (X)Yes (X)$449,708$0$41,888
LISA LYNCH
PROVOST50.00.0Yes (X)$471,161$0$75,164
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION50.00.0Yes (X)$168,762$0$11,076
MARIANNE CWALINA
SVP FOR FINANCE & TREASURER50.00.0Yes (X)$288,722$0$50,774
PETER GIUMETTE
ASSISTANT SECRETARY50.00.0Yes (X)$178,558$0$17,170
STEVEN MANOS
SVP/CHIEF OPERATING OFFICER50.00.0Yes (X)$253,733$0$21,936
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT50.00.0$258,055$0$48,300Yes (X)
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT50.00.0$501,429$0$28,002Yes (X)
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER50.00.0$716,533$0$26,200Yes (X)
STEVEN LOCKE
GENERAL COUNSEL50.00.0$221,219$0$64,949Yes (X)
JAMES GRAY
VP FOR OPERATIONS50.00.0$249,380$0$33,318Yes (X)
JUDITH GLASSER
INTERIM SVP, COMMUNICATIONS50.00.0$218,723$0$23,908Yes (X)
JAMES LA CRETA
Interim Chief Information Off.50.00.0$176,816$0$37,286Yes (X)
EDWARD HACKETT
VP FOR RESEARCH50.00.0$221,038$0$21,698Yes (X)
FREDERICK LAWRENCE
FACULTY50.00.0$955,334$0$43,163Yes (X)
STEVEN GOLDSTEIN
FACULTY50.00.0$543,218$0$51,050Yes (X)
BRUCE MAGID
DEAN OF IBS50.00.0$541,139$0$41,683Yes (X)
IRVING EPSTEIN
FACULTY50.00.0$398,458$0$31,132Yes (X)
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS50.00.0$368,026$0$33,258Yes (X)
DAVID BUNIS
FORMER CHF LEGAL CNSL/ADVISOR0.00.0$348,239$0$17,889Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,534,251TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$719,844TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K364IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO INC AFFILIATES
PO BOX 360170PITTSBURGHPA152516170FOOD SERVICE$15,186,244
BOND BROTHERS INC
145 SPRING STREETEVERETTMA02149CONSTRUCTION MGMT$11,535,976
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$3,482,011
WILLIAM RAWN ASSOCIATES ARCHITECTS
10 POST OFFICE SQUARE 1010NBOSTONMA02109ARCHITECTS$1,579,918
ELSEVIER
230 PARK AVENUENEW YORKNY101690005PUBLISHING/LIBRARY$1,504,100
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K175CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$253,949MembershipDuesAmt
Fundraising$245,581FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$79,439,949AllOtherContributionsAmt
Noncash Contributions$4,674,495NoncashContributionsAmt
Total Contributions$79,939,479TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION & FEES611710$252,145,109$252,145,109$0$0
SPONSORED PROGRAMS611710$61,278,788$61,278,788$0$0
AUXILIARY SERVICES721000$41,200,782$40,836,688$233,502$130,592
BRANDEIS NATIONAL COMMITTEE611710$1,542,471$1,542,471$0$0
FOSTER BIO LAB611710$72,773$0$72,773$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,885,404TotalRevenueColumnAmt
Related Or Exempt Func Income$7,882,554RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,850UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$364,125,327TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,821,207TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$542,893UnrelatedBusinessRevenueAmt
Exclusion$10,364,100ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,566,811TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,566,811ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,543,019RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,543,019RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,543,019TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$825,592UnrelatedBusinessRevenueAmt
Exclusion$717,427ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$259,660,063SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$196,334,328SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$63,325,735SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,325,735TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$742,211UnrelatedBusinessRevenueAmt
Exclusion$62,583,524ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$382,092FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$245,581ContriRptFundraisingEventAmt
Fundraising Direct Expenses$382,092FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business611710BusinessCd
Total Revenue Column$220,886TotalRevenueColumnAmt
Related Or Exempt Func Income$220,886RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$220,886OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$520,542,464TotalRevenueColumnAmt
Related Or Exempt Func Income$363,906,496RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,334,035UnrelatedBusinessRevenueAmt
Exclusion$75,362,454ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,598,316TotalAmt
Program Services$4,598,316ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$95,992,035TotalAmt
Program Services$95,992,035ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,077,424TotalAmt
Program Services$2,077,424ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,256,471TotalAmt
Program Services$1,032,993ProgramServicesAmt
Management And General$3,559,849ManagementAndGeneralAmt
Fundraising$663,629FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$929,639TotalAmt
Program Services$929,639ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$149,606,532TotalAmt
Program Services$133,261,920ProgramServicesAmt
Management And General$11,634,466ManagementAndGeneralAmt
Fundraising$4,710,146FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,839,943TotalAmt
Program Services$8,841,443ProgramServicesAmt
Management And General$703,426ManagementAndGeneralAmt
Fundraising$295,074FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,923,559TotalAmt
Program Services$13,925,794ProgramServicesAmt
Management And General$1,447,978ManagementAndGeneralAmt
Fundraising$549,787FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,236,172TotalAmt
Program Services$9,034,529ProgramServicesAmt
Management And General$865,028ManagementAndGeneralAmt
Fundraising$336,615FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,307,161TotalAmt
Program Services$1,116,543ProgramServicesAmt
Management And General$190,618ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$348,600TotalAmt
Program Services$0ProgramServicesAmt
Management And General$348,600ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$6,290TotalAmt
Program Services$6,290ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,758,168TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,758,168ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,434,593TotalAmt
Program Services$3,163,888ProgramServicesAmt
Management And General$2,245,205ManagementAndGeneralAmt
Fundraising$25,500FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,322,350TotalAmt
Program Services$1,132,712ProgramServicesAmt
Management And General$178,993ManagementAndGeneralAmt
Fundraising$10,645FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,657,202TotalAmt
Program Services$9,067,886ProgramServicesAmt
Management And General$2,167,359ManagementAndGeneralAmt
Fundraising$421,957FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,906,432TotalAmt
Program Services$4,123,452ProgramServicesAmt
Management And General$1,712,298ManagementAndGeneralAmt
Fundraising$70,682FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,017,117TotalAmt
Program Services$18,691,160ProgramServicesAmt
Management And General$2,054,627ManagementAndGeneralAmt
Fundraising$271,330FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,705,868TotalAmt
Program Services$6,268,910ProgramServicesAmt
Management And General$286,504ManagementAndGeneralAmt
Fundraising$150,454FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,756,872TotalAmt
Program Services$1,662,754ProgramServicesAmt
Management And General$70,213ManagementAndGeneralAmt
Fundraising$23,905FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,808,015TotalAmt
Program Services$9,040,420ProgramServicesAmt
Management And General$631,772ManagementAndGeneralAmt
Fundraising$135,823FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,689,179TotalAmt
Program Services$24,575,891ProgramServicesAmt
Management And General$1,739,351ManagementAndGeneralAmt
Fundraising$373,937FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,667,719TotalAmt
Program Services$19,332ProgramServicesAmt
Management And General$1,648,387ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$18,349,743$17,376,038$870,302$103,403
STIPENDS AND FELLOWSHIPS$11,411,630$11,403,694$7,936$0
STUDY ABROAD PAYMENTS$4,754,422$4,742,452$11,970$0
LIBRARY$3,827,128$3,825,383$1,745$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,090,350TotalAmt
Program Services$8,637,752ProgramServicesAmt
Management And General$4,450,553ManagementAndGeneralAmt
Fundraising$2,002,045FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$445,278,930TotalAmt
Program Services$394,548,650ProgramServicesAmt
Management And General$40,585,348ManagementAndGeneralAmt
Fundraising$10,144,932FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,676,339BOYAmt
EOY$13,345,591EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,398,913BOYAmt
EOY$16,813,122EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,422,877BOYAmt
EOY$14,394,956EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,498,440BOYAmt
EOY$11,181,044EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$13,069,760BOYAmt
EOY$11,979,758EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$354,952BOYAmt
EOY$329,802EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,880,958BOYAmt
EOY$7,211,214EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$744,890,893LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$404,104,412LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$346,858,405BOYAmt
EOY$340,786,481EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$890,239,945BOYAmt
EOY$1,001,202,493EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,026,667BOYAmt
EOY$56,881,372EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,329,427,256BOYAmt
EOY$1,474,125,833EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,376,414BOYAmt
EOY$28,906,571EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,634,574BOYAmt
EOY$23,491,200EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$240,663,053BOYAmt
EOY$251,721,495EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,922,964BOYAmt
EOY$31,416,269EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,335,677BOYAmt
EOY$24,245,349EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$316,932,682BOYAmt
EOY$359,780,884EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$177,796,409BOYAmt
EOY$184,152,053EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$235,674,213BOYAmt
EOY$273,864,262EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$599,023,952BOYAmt
EOY$656,328,634EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,012,494,574BOYAmt
EOY$1,114,344,949EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,329,427,256BOYAmt
EOY$1,474,125,833EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$75,263,534ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$27,533,962NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$947,121OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,638,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,087,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,364,246CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,329,038CurrentTaxYearMinus1YearAmt
Current Tax Year$79,939,479CurrentTaxYearAmt
Total$239,358,097TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,638,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,087,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,364,246CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,329,038CurrentTaxYearMinus1YearAmt
Current Tax Year$79,939,479CurrentTaxYearAmt
Total$239,358,097TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$49,750,916SubstantialContributorsTotAmt
Public Support Total170$189,607,181PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,898,746CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,579,307CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,970,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,162,116CurrentTaxYearMinus1YearAmt
Current Tax Year$12,648,338CurrentTaxYearAmt
Total$46,259,050TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,112CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,992CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,305CurrentTaxYearMinus1YearAmt
Current Tax Year$130,592CurrentTaxYearAmt
Total$462,744TotalAmt
FieldValueIRS element (for citing)
Total Support$286,079,891TotalSupportAmt
Gross Receipts Rltd Activities$1,718,199,598GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66278PublicSupportCY170Pct
Public Support PY1700.76140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$6,290OtherActivitiesAmt
Total Lobbying Expenditures$6,290TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationPART II-B, LINE 1I THE UNIVERSITY IS A MEMBER OF VARIOUS NATIONAL AND STATE ORGANIZATIONS, SUCH AS 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 $6,290.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held11DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$212,990DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$496,907DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$993,873DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$915,087,079BeginningYearBalanceAmt
Contributions$27,549,415ContributionsAmt
Investment Earnings Or Losses-$29,715,218InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,288,816GrantsOrScholarshipsAmt
Other Expenditures$31,854,694OtherExpendituresAmt
End Year Balance$866,777,766EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$766,204,932BeginningYearBalanceAmt
Contributions$9,847,167ContributionsAmt
Investment Earnings Or Losses$125,121,860InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,199,317GrantsOrScholarshipsAmt
Other Expenditures$26,822,207OtherExpendituresAmt
End Year Balance$861,152,435EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$674,521,865BeginningYearBalanceAmt
Contributions$19,595,377ContributionsAmt
Investment Earnings Or Losses$110,316,495InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,604,466GrantsOrScholarshipsAmt
Other Expenditures$25,624,339OtherExpendituresAmt
End Year Balance$766,204,932EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11150BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.24320TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,903,617OtherCostOrOtherBasisAmt
Book Value$44,903,617BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$319,811,214OtherCostOrOtherBasisAmt
Depreciation$152,359,062DepreciationAmt
Book Value$167,452,152BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$207,890,603OtherCostOrOtherBasisAmt
Depreciation$155,197,158DepreciationAmt
Book Value$52,693,445BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$155,614,788OtherCostOrOtherBasisAmt
Depreciation$96,548,192DepreciationAmt
Book Value$59,066,596BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,670,671OtherCostOrOtherBasisAmt
Book Value$16,670,671BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$340,786,481TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$11,535,058
DEFERRED COMPENSATION AND SEVERANCE$995,918
ENVIRONMENTAL LIABILITY$5,719,000
REFUNDABLE STUDENT LOAN ADVANCES$5,995,373
FieldValueIRS element (for citing)
Total Liability$24,245,349TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$445,301,679TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$27,533,963NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Other Revenue-$99,016,580OtherRevenueAmt
Revenue Not Reported-$71,482,617RevenueNotReportedAmt
Revenue Subtotal$516,784,296RevenueSubtotalAmt
Investment Expenses Not Incld$3,758,168InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,758,168RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$520,542,464TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$343,451,303TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Other Expenses Included-$98,069,459OtherExpensesIncludedAmt
Expenses Not Reported-$98,069,459ExpensesNotReportedAmt
Expenses Subtotal$441,520,762ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,758,168InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,758,168ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$445,278,930TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COLLECTIONS OF ARTPART III, LINE 1: SFAS116, FOOTNOTE 1(L) 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.
ENDOWMENT FUNDSPART V, LINE 4 BRANDEIS UNIVERSITY'S ENDOWMENT AND QUASI-ENDOWMENT CONSISTS OF APPROXIMATELY 1,950 INDIVIDUAL ENDOWMENT ACCOUNTS ESTABLISHED FOR A VARIETY OF PURPOSES IN ACCORDANCE WITH THE APPLICABLE LAW AND DONOR INTENT AND FUNDS DESIGNATED BY THE UNIVERSITY'S BOARD TO OPERATE AS ENDOWMENT (QUASI-ENDOWMENT). A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL AID ASSISTANCE TO UNDERGRADUATE AND GRADUATE STUDENTS. OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF ENDOWED CHAIRS AND PROFESSORSHIPS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S ENDOWMENT INVESTMENT OBJECTIVES ARE TO MAXIMIZE RISK-ADJUSTED RETURNS FOR A LONG-TERM HORIZON. THE ENDOWMENT INTENDS TO ACHIEVE ITS OBJECTIVES BY INVESTING IN MULTIPLE ASSET CLASSES. IN ORDER TO MEET THE PRIMARY INVESTMENT GOALS FOR ENDOWMENT FUNDS, THE AVERAGE ANNUAL NET TOTAL RETURN OVER AN EXTENDED PERIOD, AFTER ADJUSTING FOR INFLATION, IS DEEMED SUFFICIENT TO SUPPORT THE SPENDING RATE AS DETERMINED BY THE UNIVERSITY'S BOARD OF TRUSTEES. TO HAVE A REASONABLE PROBABILITY OF ACHIEVING THE ENDOWMENT'S PRIMARY INVESTMENT GOAL AT AN ACCEPTABLE RISK LEVEL, THE INVESTMENT COMMITTEE HAS ADOPTED A LONG-TERM ASSET ALLOCATION POLICY.
FIN 48 (ASC 740) FOOTNOTEPART X, LINE 2 THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE CODE), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURNPART XI, LINE 2D UNIVERSITY FUNDED FINANCIAL AID (98,069,459) CHANGE IN VALUE OF SPLIT INTEREST (947,121) ------------ TOTAL (99,016,580)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT FINANCIAL STATEMENTSPART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 98,069,459 ------------ TOTAL 98,069,459

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NONDISCRIMINATION POLICYPART I, LINE 3 THE UNIVERSITY'S NON-DISCRIMINATION AND HARASSMENT POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK AND HUMAN RESOURCE AND EMPLOYEE RELATIONS POLICY AND PROCEDURES MANUAL. THE POLICY APPLIES TO ALL BRANDEIS STUDENTS, FACULTY AND STAFF. BRANDEIS UNIVERSITY IS COMMITTED TO PROVIDING ITS STUDENTS, FACULTY AND STAFF WITH AN ENVIRONMENT CONDUCIVE TO LEARNING AND WORKING WHERE ALL PEOPLE ARE TREATED WITH RESPECT AND DIGNITY. TOWARD THAT END, IT IS ESSENTIAL THAT BRANDEIS BE FREE FROM DISCRIMINATION AND HARASSMENT ON THE BASIS OF RACE, COLOR, ANCESTRY, RELIGIOUS CREED, GENDER IDENTITY AND EXPRESSION, NATIONAL OR ETHNIC ORIGIN, SEX, SEXUAL ORIENTATION, AGE, GENETIC INFORMATION, DISABILITY, VIETNAM ERA VETERAN, QUALIFIED SPECIAL, DISABLED VETERAN OR OTHER ELIGIBLE VETERAN STATUS OR ANY OTHER CATEGORY PROTECTED BY LAW. IT IS THE UNIVERSITYS RESPONSIBILITY TO HELP PREVENT HARASSMENT AND DISCRIMINATION FROM OCCURRING, TO PURSUE CONCERNS OF WHICH IT IS AWARE, TO OBJECTIVELY INVESTIGATE CONCERNS, AND TO TAKE IMMEDIATE AND APPROPRIATE ACTION TO REMEDY ISSUES OF HARASSMENT AND DISCRIMINATION. BRANDEIS TAKES THIS RESPONSIBILITY SERIOUSLY. THEREFORE, VIOLATIONS OF THIS POLICY WILL NOT BE TOLERATED AND MAY RESULT IN CORRECTIVE ACTIONS UP TO AND INCLUDING DISMISSAL FROM SCHOOL OR RELEASE FROM EMPLOYMENT.
FUNDS FROM GOVERNMENT AGENCIESPART I, LINE 6A THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS, TO SUPPORT SPONSORED RESEARCH AND THE CONSTRUCTION OF EDUCATIONAL FACILIITIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$91,531
East Asia and the PacificProgram ServicesSTUDY ABROAD$623,403
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$3,215,247
Middle East and North AfricaProgram ServicesSTUDY ABROAD$66,935
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD$14,315
South AmericaProgram ServicesSTUDY ABROAD$180,065
South AsiaProgram ServicesSTUDY ABROAD$27,848
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$83,976
Europe (Including Iceland and Greenland)Program ServicesCERN$216,373
Central America and the CaribbeanInvestments$261,573,170
Europe (Including Iceland and Greenland)Investments$21,885,941
FieldValueIRS element (for citing)
Subtotal Spent$287,978,804SubtotalSpentAmt
Total Spent$287,978,804TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCentral America and the Caribbean6$37,411SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEast Asia and the Pacific39$278,968SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEurope (Including Iceland and Greenland)178$1,557,959SEE PART V
SCHOLARSHIP AND FINANCIAL AIDMiddle East and North Africa6$48,910SEE PART V
SCHOLARSHIP AND FINANCIAL AIDRussia and the Newly Independent States1$9,655SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth America12$72,386SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth Asia2$2,130SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa6$70,005SEE PART V
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALSPART I, LINE 2 BRANDEIS UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS THAT ARE STUDYING ABROAD. THE UNIVERSITY ENSURES THAT SUCH GRANTS AND OTHER ASSISTANCE ARE USED FOR STUDY ABROAD PURPOSES OR ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE BY DIRECTLY APPLYING THE GRANTS AND ASSISTANCE TO THE STUDY ABROAD INSTITUTIONS.
MANNER OF CASH DISBURSEMENTPART III, COLUMN (E) STUDENT SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS ARE CREDITED TO EACH STUDENT'S ACCOUNT AND PAID DIRECTLY TO THE INSTITUTIONS AT WHICH THE STUDENT IS STUDYING ABROAD.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LUNCHEONEvent1Nm
Gross Receipts Event1$171,682GrossReceiptsEvent1Amt
Charitable Contri Event1$80,062CharitableContriEvent1Amt
Gross Revenue Event1$91,620GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$2,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$72,702FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$16,418OtherDirectExpensesEvent1Amt
Event2LUNCHEONEvent2Nm
Gross Receipts Event2$61,682GrossReceiptsEvent2Amt
Charitable Contri Event2$22,892CharitableContriEvent2Amt
Gross Revenue Event2$38,790GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$1,800RentFacilityCostsEvent2Amt
Food And Beverage Event2$31,072FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$5,918OtherDirectExpensesEvent2Amt
Other Events Total21OtherEventsTotalCnt
Gross Receipts Other Events$394,309GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$142,627CharitableContriOtherEventsAmt
Gross Revenue Other Events$251,682GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$97,056RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$106,849FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$47,777OthDirectExpnssOtherEventsAmt
Gross Receipts Total$627,673GrossReceiptsTotalAmt
Charitable Contributions Tot$245,581CharitableContributionsTotAmt
Gross Revenue Total Events$382,092GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$101,356RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$210,623FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$70,113OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$382,092DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtAddress Line2USAddress/AddressLine2Txt
B'NAI B'RITH HILLEL FOUNDATIONS INC
565 MAYFIELD AVESTANFORDCA94305941156365501(c)(3)$207,923
BRIGHAM & WOMENS HOSPITAL
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$93,448
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809501(C)(3)$116,485
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501(C)(3)$270,266
CARNEGIE MELLON UNIVERSITY
500 FORBES AVEPITTSBURGHPA152133890250969449501(C)(3)$56,939
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RDCOLD SPRING HARBORNY11724112013303501(C)(3)$418,120
COMMONWEALTH OF MASSACHUSETTS
1 ASHBURTON PLACEBOSTONMA02108046002284GOV'T$32,630
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322580566256501(C)(3)$148,304
FLORIDA STATE UNIVERSITY
874 TRADITIONS WYTALLAHASSEEFL323064166591961248GOV'T$34,893
HARVARD UNIVERSITY
HARVARD UNIVERSITYCAMBRIDGEMA02138042103580501(C)(3)$256,192
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02131042104298501(C)(3)$40,194
IJIS INSTITUTE
44983 KNOLL SQUAREASHBURNVA20147311783179501(C)(3)$211,977
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(C)(3)$21,091
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501(C)(3)$18,462
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA AVE151PPALO ALTOCA94304770207331501(C)(3)$71,048
PRESIDENT & FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580501(C)(3)$772,773
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREETANN ARBORMI48109386006309501(c)(3)$7,274
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH ST SEMINNEAPOLISMN55455416007513GOV'T$24,833
THE BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218526000162501(c)(3)$127,385
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037990435954501(C)(3)$70,934
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTHCHESTNUT HILLMA02467042103545501(C)(3)$23,508
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOSTONMA02215042103547501(c)(3)$87,245
TRUSTEES OF DARTMOUTH COLLEGE
DARTMOUTH COLLEGEHANOVERNH03755020222111501(c)(3)$27,281
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVEMEDFORDMA02155042103634501(C)(3)$983,066
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144GOV'T$10,551
UNIVERSITY OF FLORIDA
123 GRINTER HALLGAINESVILLEFL326117305596002052GOV'T$10,403PO BOX 113301
UNIVERSITY OF HOUSTON
4800 CALHOUN ROADHOUSTONTX77004746001399GOV'T$69,172
UNIVERSITY OF MASSACHUSETTS - AMHERST
140 HICKS WAYAMHERSTMA010039272043167352GOV'T$42,687
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVEWORCESTERMA01655043167352GOV'T$38,767
UNIVERSITY OF MISSOURI - COLUMBIA AR
PO BOX 807012KANSAS CITYMO641807012436003859GOV'T$187,536
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STCOLUMBIASC29208576001153GOV'T$116,926
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE FINANCIAL AID2161$65,712,074
MASTERS PROGRAM FINANCIAL AID853$15,487,761
DOCTORAL PROGRAM FINANCIAL AID531$12,850,699
CONTINUING PROGRAM FINANCIAL AID25$460,665
OTHER FINANCIAL AID91$319,957
TRAINEE TUITION AND FEES202$942,602
TUITION DISCOUNT172$218,276

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURE OF MONITORING USE OF GRANTS TO GOVERMENTAL AGENCIES & GOVERMENTSPART I, LINE 2 THE UNIVERSITY MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL GRANT ACCOUNTS AND IS REQUIRED TO BE AUDITED ANNUALLY. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED RESEARCH POLICIES AND PROCEDURES AS GUIDELINES TO PRINCIPAL INVESTIGATORS IN MANAGING THEIR GRANT AT BRANDEIS UNIVERSITY.
PROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALSPART III THE UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS AND APPLIES THE FINANCIAL AID DIRECTLY CREDITING EACH STUDENT'S ACCOUNT.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD LIEBOWITZ
PRESIDENT$369,213$0$0$0$80,495$0$26,500$0$16,691$0$492,899$0$0$0
LISA LYNCH
PROVOST$446,017$0$0$0$25,144$0$26,500$0$50,362$0$548,023$0$0$0
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION$138,447$0$0$0$30,315$0$11,076$0$425$0$180,263$0$0$0
MARIANNE CWALINA
SVP FOR FINANCE & TREASURER$280,785$0$0$0$7,937$0$26,500$0$25,947$0$341,169$0$0$0
PETER GIUMETTE
ASSISTANT SECRETARY$171,700$0$0$0$6,858$0$17,170$0$1,067$0$196,795$0$0$0
STEVEN MANOS
SVP/CHIEF OPERATING OFFICER$215,692$0$0$0$38,041$0$21,583$0$788$0$276,104$0$0$0
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT$256,403$0$0$0$1,652$0$21,200$0$28,904$0$308,159$0$0$0
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT$413,521$0$55,000$0$32,908$0$26,500$0$3,536$0$531,465$0$0$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER$544,125$0$148,838$0$23,570$0$21,200$0$6,698$0$744,431$0$0$0
STEVEN LOCKE
GENERAL COUNSEL$219,476$0$0$0$1,743$0$22,700$0$43,687$0$287,606$0$0$0
JAMES GRAY
VP FOR OPERATIONS$245,959$0$0$0$3,421$0$24,767$0$10,079$0$284,226$0$0$0
JUDITH GLASSER
INTERIM SVP, COMMUNICATIONS$209,785$0$0$0$8,938$0$14,210$0$14,541$0$247,474$0$0$0
JAMES LA CRETA
Interim Chief Information Off.$176,337$0$0$0$479$0$12,736$0$25,490$0$215,042$0$0$0
EDWARD HACKETT
VP FOR RESEARCH$212,100$0$0$0$8,938$0$21,210$0$1,343$0$243,591$0$0$0
FREDERICK LAWRENCE
FACULTY$361,234$0$0$0$594,100$0$26,500$0$17,335$0$999,169$0$150,000$0
STEVEN GOLDSTEIN
FACULTY$510,333$0$0$0$32,885$0$26,500$0$26,527$0$596,245$0$0$0
BRUCE MAGID
DEAN OF IBS$228,326$0$0$0$312,813$0$23,722$0$20,941$0$585,802$0$0$0
IRVING EPSTEIN
FACULTY$357,693$0$0$0$40,765$0$26,500$0$5,480$0$430,438$0$0$0
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS$359,666$0$0$0$8,360$0$21,200$0$12,854$0$402,080$0$0$0
DAVID BUNIS
FORMER CHF LEGAL CNSL/ADVISOR$0$0$0$0$348,239$0$0$0$17,889$0$366,128$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIIFormAndLineReferenceDesc
ExplanationPART I QUESTION I: TRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2016, 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. 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 2016, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). OTHER BUSINESS EXPENSES: THE UNIVERSITY REIMBURSES ITS OFFICERS AND KEY EMPLOYEES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRES SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATIONS AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY. PART I QUESTION 4A SEVERANCE OR CHANGE OF CONTROL PAYMENT THE UNIVERSITY HAS AN EMPLOYMENT AND SEPARATION POLICY THAT COVERS MEMBERS OF THE SENIOR MANAGEMENT GROUP, WHICH PROVIDES SEVERANCE PROVISION RANGING FROM 4 WEEKS TO 20 WEEKS. SOME SENIOR MANAGEMENT MAY HAVE ADDITIONAL SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. DAVID BUNIS, CHIEF LEGAL COUNSEL AND PRESIDENT'S ADVISOR, LEFT HIS POSITION AT THE END OF CALENDAR YEAR 2015. AS PART OF HIS SEPARATION AGREEMENT, MR. BUNIS RECEIVED SEVERANCE OF $348,249, WHICH WAS INCLUDED IN HIS W-2 AND REPORTED ON SCHEDULE J PART II COLUMN B(III). BRUCE MAGID, DEAN OF IBS, LEFT HIS POSITION AT THE BEGINNING OF FISCAL YEAR 2017. AS PART OF HIS SEPARATION AGREEMENT, MR. MAGID RECEIVED SEVERANCE OF $259,982, WHICH WAS INCLUDED IN HIS W-2 AND REPORTED ON SCHEDULE J PART II COLUMN B(III). PART I QUESTION 4B DEFERRED COMPENSATION ARRANGEMENT FORMER PRESIDENT LAWRENCE PARTICIPATED IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(F). THE AMOUNT VESTED DURING 2016 AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2008 - SERIES N
A04343181457583RZB82008-08-06$48,160,410CONSTRUCTIONfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2010 - SERIES O
B04343181457583RW922010-03-09$188,794,806CONSTRUCTION, REFUND '98 BONDfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
C0434318142013-07-18$36,500,000CONSTRUCTION, REFUND '04 BONDfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
D0434318142017-06-15$20,000,000CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,190,410$0$48,160,410$0$6,802,005$0$559,405$0$0$40,000,000$799,000$02009falsefalseYes (true)Yes (true)
B$38,299,806$0$188,794,806$0$0$0$1,501,706$0$6,500,000$18,000,000$162,793,100$02010Yes (true)falseYes (true)Yes (true)
C$1,110,000$0$36,500,000$0$0$0$403,050$0$0$14,591,609$21,505,341$02014Yes (true)falseYes (true)Yes (true)
D$0$0$20,000,000$0$0$0$0$0$0$123,269$0$19,876,7312018falsefalsefalse

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
AfalsefalsefalseYes (true)false0.020000.02000falsefalsefalseYes (true)
BfalsefalsefalseYes (true)false0.015500.01550falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.014700.01470falsefalsefalseYes (true)
DfalsefalseYes (true)false0.000600.00060falsefalsefalseYes (true)Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN FPROCEEDS 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 IV, LINE 2CArbitrage rebate computations: The arbitrage rebate computations for the series N, O, and P bonds were performed on July 3, 2017, October 9, 2017, and September 5, 2017, respectively.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JESSICA LIEBOWITZ
R.LIEBOWITZ-PRESIDENT$67,064EMPLOYEE COMPENSATIONfalse
MARGOT DAVIS
J. DAVIS-TRUSTEE$68,108EMPLOYEE COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY ENGAGES FAMILY MEMBERS OF CERTAIN 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. Dr. Liebowitz received employee compensation of $67,064. PRESIDENT RONALD LIEBOWITZ DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. LIEBOWITZ. MARGOT T. DAVIS, SPOUSE OF UNIVERSITY TRUSTEE JONATHAN G. DAVIS, IS EMPLOYED BY THE UNIVERSITY AS A PART-TIME SENIOR RESEARCH ASSOCIATE. DR. DAVIS RECEIVED EMPLOYEE COMPENSATION OF $68,108. TRUSTEE DAVIS DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. DAVIS.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution74ContributionCnt
Noncash Contributions Rpt F990$1,183,770NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution178ContributionCnt
Noncash Contributions Rpt F990$3,490,725NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescBOOK COLLECTIONDesc
Contribution0ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNO APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received73Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNUMBER OF CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationLINE 1, COLUMN (B) THE UNIVERSITY IS REPORTING IN PART 1, COLUMN (B) THE NUMBERS OF ITEMS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 990, PART I, LINE 1 BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL SCIENCES, AND NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS AND PREPARING THEM FOR FULL PARTICIPATION IN A CHANGING SOCIETY. IN THIS MANNER, BRANDEIS SEEKS TO ENSURE ITS STUDENTS ARE CAPABLE OF PROMOTING THEIR OWN WELFARE WHILE REMAINING DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS. IN A WORLD OF CHALLENGING SOCIAL AND TECHNOLOGICAL TRANSFORMATION, BRANDEIS REMAINS A CENTER OF OPEN INQUIRY AND TEACHING, CHERISHING ITS INDEPENDENCE FROM ANY DOCTRINE OF GOVERNMENT. IT STRIVES TO REFLECT THE HETEROGENEITY OF THE UNITED STATES AND OF THE WORLD COMMUNITY WHOSE IDEAS AND CONCERNS IT SHARES. IN THE BELIEF THAT THE MOST IMPORTANT LEARNING DERIVES FROM THE PERSONAL ENCOUNTER AND JOINT WORK OF TEACHERS AND STUDENTS, BRANDEIS ENCOURAGES UNDERGRADUATES AND POSTGRADUATES TO PARTICIPATE WITH DISTINGUISHED FACULTY IN RESEARCH, SCHOLARSHIP AND ARTISTIC ACTIVITIES.
REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11B THE FINANCE OFFICE IS RESPONSIBLE FOR DRAFTING FORM 990. THE COMPLETED DRAFT IS SUBMITTED FOR REVIEW BY THE UNIVERSITY'S TAX ADVISORY FIRM. RECOMMENDED CHANGES ARE DISCUSSED WITH THE FINANCE OFFICE AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. FOR FISCAL YEAR 2017, THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE RISK MANAGEMENT AND AUDIT COMMITTEE. THE COMMITTEE REVIEWED THE FORM 990 AND DISCUSSED ANY QUESTIONS WITH THE FINANCE OFFICE AND THE UNIVERSITY'S TAX ADVISORY FIRM. AFTER THE COMMITTEE'S REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY OF THE FORM 990 WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12C The Brandeis University Conflict of Interest policy for trustees, officers and committee members establishes a process whereby potential, apparent and actual conflicts of interest of trustees, officers and non-trustee committee members may properly be avoided or managed so that the best interests of the university are protected. Officers, trustees and committee members complete an annual conflict of interest disclosure form, which is consistent with the policy and the applicable regulatory and auditing requirements. The investment committee members complete an annual disclosure form with additional questions related to universitys investments. Certain senior officers and financial employees are also required to complete an annual disclosure form. The Coordination 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 Coordination Committee of the Board of Trustees Chair is responsible for deciding whether to submit the transaction or situation to the Coordination 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 presidents 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 POLICYFORM 990, PART VI, SECTION B, LINE 15B The University is committed to attracting, retaining and motivating qualified employees, relating compensation to performance, promoting an equitable relationship between compensation and responsibility and ensuring compliance with law and regulation. This process is the foundation of all hiring, annual performance evaluations and salary adjustments. The Coordination Committee of the Board of Trustees is authorized by the Board of Trustees and directed to perform a direct review and approval at regular intervals of the performance and compensation of the officers and, where appropriate, other senior management of the university. The Coordination 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 procedures described in Treasury Regulation section 53.4958-6.
PUBLIC DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ONLINE AT WWW.BRANDEIS.EDU/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 ASSETSFORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST (947,121) ------------ TOTAL (947,121)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (16)BusinessNameLine1Txt

Direct Controlling Entity Name DirectControllingEntityName

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