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BRANDEIS UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-12
IRS object ID
201741329349304894
Schema version
2015v3.0
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)
Return2017-05-12T15:47:37-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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% MARIANNE CWALINA SVP & 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)
PersonMARIANNE CWALINAPersonNm
Person TitleSVP FOR FINANCEPersonTitleTxt
Phone7817362000PhoneNum
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHY JOSEPHPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
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$609,833,548GrossReceiptsAmt
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 Body38VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee5418TotalEmployeeCnt
Total Volunteers3172TotalVolunteersCnt
Total Gross UBI$2,922,114TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,204,148NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$48,364,246PYContributionsGrantsAmt
CY Contributions Grants$36,329,038CYContributionsGrantsAmt
PY Program Service Revenue$351,722,591PYProgramServiceRevenueAmt
CY Program Service Revenue$353,010,851CYProgramServiceRevenueAmt
PY Investment Income$105,879,386PYInvestmentIncomeAmt
CY Investment Income$50,837,096CYInvestmentIncomeAmt
PY Other Revenue$2,961,603PYOtherRevenueAmt
CY Other Revenue$2,716,808CYOtherRevenueAmt
PY Total Revenue$508,927,826PYTotalRevenueAmt
CY Total Revenue$442,893,793CYTotalRevenueAmt
PY Grants And Similar Paid$100,170,651PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$99,770,521CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$183,341,387PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$185,443,245CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,413,647CYTotalFundraisingExpenseAmt
PY Other Expenses$145,310,701PYOtherExpensesAmt
CY Other Expenses$147,046,750CYOtherExpensesAmt
PY Total Expenses$428,822,739PYTotalExpensesAmt
CY Total Expenses$432,260,516CYTotalExpensesAmt
PY Revenues Less Expenses$80,105,087PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,633,277CYRevenuesLessExpensesAmt
Total Assets BOY$1,416,589,601TotalAssetsBOYAmt
Total Assets EOY$1,329,427,256TotalAssetsEOYAmt
Total Liabilities BOY$339,354,284TotalLiabilitiesBOYAmt
Total Liabilities EOY$316,932,682TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,077,235,317NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,012,494,574NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAs 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$291,988,457ExpenseAmt
Grant$94,804,534GrantAmt
Revenue$252,188,799RevenueAmt
DescINSTRUCTIONAL AND ACADEMIC SUPPORT: BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 5,200, INCLUDING UNDERGRADUATE AND GRADUATE STUDENTS. WE HAVE A GRADUATE SCHOOL OF ARTS AND SCIENCES AND TWO PROFESSIONAL SCHOOLS, THE HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT AND THE INTERNATIONAL BUSINESS SCHOOL. THE RABB SCHOOL OF CONTINUING STUDIES OFFERS GRADUATE PROFESSIONAL PROGRAMS FOR PART-TIME STUDENTS. MANY ACADEMIC PROGRAMS ARE ENRICHED BY MYRIAD INTERACTIONS WITH THE NUMEROUS OTHER LEADING UNIVERSITIES IN THE AREA. WE WORK TO CONNECT THEORY AND PRACTICE THROUGH FIELD WORK AND EXPERIENTIAL LEARNING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$56,186,131ExpenseAmt
Grant$4,965,987GrantAmt
Revenue$63,653,707RevenueAmt
DescSPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND CORPORATIONS. BRANDEIS RESEARCH IS AT THE HEART OF MANY SOCIETAL, ARTISTIC, INTELLECTUAL AND SCIENTIFIC ADVANCES. RESEARCH AT BRANDEIS IS INTERDISCIPLINARY, BOLD AND COLLABORATIVE. IT'S AN APPROACH THAT ENABLES THE FACULTY TO LEVERAGE THE RELATIVELY SMALL SIZE OF THE UNIVERSITY TO ACHIEVE AN IMPACT WELL BEYOND THE SUM OF ITS PARTS. BRANDEIS IS WHOLLY COMMITTED TO THE PROPOSITION THAT BASIC RESEARCH IS THE ENGINE OF INNOVATION IN HUMAN HEALTH AND WELL-BEING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$35,369,807ExpenseAmt
Revenue$37,520,590RevenueAmt
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$383,544,395TotalProgramServiceExpensesAmt
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 Document7170IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5418EmployeeCnt
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 Members38GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
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)
PersonMARIANNE CWALINA SVP 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
PERRY TRAQUINA
TRUSTEE - CHAIR2.00.0Yes (X)Yes (X)$0$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
STEPHEN R REINER
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
DANIEL J ELKAIM
TRUSTEE1.00.0Yes (X)$0$0$0
JEFFREY S FLIER MD
TUSTEE1.00.0Yes (X)$0$0$0
MICHAEL G FRIEZE
TRUSTEE1.00.0Yes (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
RONALD L KAISERMAN
TRUSTEE1.00.0Yes (X)$0$0$0
LAWRENCE S KANAREK
TRUSTEE1.00.0Yes (X)$6,000$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
OLAFUR J OLAFSSON
TRUSTEE1.00.0Yes (X)$0$0$0
LOUIS PERLMUTTER
TRUSTEE1.00.0Yes (X)$0$0$0
GREGORY A PETSKO
TRUSTEE1.00.0Yes (X)$0$0$0
BRUCE G POLLACK
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
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
CURTIS H TEARTE
TRUSTEE1.00.0Yes (X)$0$0$0
BARTON J WINOKUR
TRUSTEE1.00.0Yes (X)$0$0$0
PAUL M ZLOTOFF
TRUSTEE1.00.0Yes (X)$0$0$0
LISA LYNCH
INTERIM PRESIDENT60.00.0Yes (X)Yes (X)$457,649$0$91,027
PETER GIUMETTE
ASSISTANT SECRETARY50.00.0Yes (X)$163,965$0$8,500
DAVID BUNIS
CHIEF LEGAL COUNSEL/ADVISOR50.00.0Yes (X)$576,192$0$65,099
IRVING EPSTEIN
INTERIM PROVOST50.00.0Yes (X)$339,647$0$29,277
STEVEN MANOS
SVP / CHIEF OPERATING OFFICER50.00.0Yes (X)$389,257$0$18,777
MARIANNE CWALINA
SVP FOR FINANCE & TREASURER50.00.0Yes (X)$281,469$0$49,609
JAMES GRAY
VP FOR OPERATIONS50.00.0$223,846$0$19,340Yes (X)
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT50.00.0$322,979$0$46,453Yes (X)
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT50.00.0$455,186$0$39,144Yes (X)
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER50.00.0$585,378$0$26,200Yes (X)
JOHN UNSWORTH
VICE PROVOST / CIO50.00.0$288,079$0$50,804Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL50.00.0$211,984$0$46,109Yes (X)
FREDERICK LAWRENCE
FACULTY50.00.0$858,782$0$146,984Yes (X)
STEVEN GOLDSTEIN
FACULTY50.00.0$647,191$0$49,804Yes (X)
BRUCE MAGID
DEAN OF IBS50.00.0$388,017$0$69,612Yes (X)
JON CHILINGERIAN
FACULTY50.00.0$297,843$0$42,442Yes (X)
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS50.00.0$325,357$0$32,846Yes (X)
JEHUDA REINHARZ
FORMER PRESIDENT/FACULTY50.00.0$181,153$0$29,235Yes (X)
MARK COLLINS
FORMER SVP ADMINISTRATION0.00.0$116,447$0$751Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,116,421TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$862,013TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K336IndivRcvdGreaterThan100KCnt
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 & CONSTRUCTION$20,351,408
TIMBERLINE CONSTRUCTION CORP
300 PINE STREETCANTONMA02021CONSTRUCTION$6,237,711
SUBURBAN GLASS MIRROR CO INC
2 POWDERMILL ROADMAYNARDMA01754CONSTRUCTION$2,054,842
LEE KENNEDY CO INC
122 QUINCY SHORE DRIVEQUINCYMA02171CONSTRUCTION$1,904,630
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$1,457,289
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K185CntrctRcvdGreaterThan100KCnt
Membership Dues$270,601MembershipDuesAmt
Fundraising$233,909FundraisingAmt
All Other Contributions$35,824,528AllOtherContributionsAmt
Noncash Contributions$9,296,659NoncashContributionsAmt
Total Contributions$36,329,038TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION & FEES611710$242,840,069$242,840,069
SPONSORED PROGRAMS611710$63,653,707$63,653,707
AUXILIARY SERVICES721000$37,520,590$37,266,009$166,276$88,305
BRANDEIS NATIONAL COMMITTEE611710$1,564,623$1,564,623
FOSTER BIO LAB611710$56,839$56,839

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,375,023TotalRevenueColumnAmt
Related Or Exempt Func Income$7,371,223RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,800UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$353,010,851TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,763,004TotalRevenueColumnAmt
Unrelated Business Revenue-$1,212,195UnrelatedBusinessRevenueAmt
Exclusion$6,975,199ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,032,187TotalRevenueColumnAmt
Exclusion$1,032,187ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,332,376RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,332,376RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,332,376TotalRevenueColumnAmt
Unrelated Business Revenue$613,987UnrelatedBusinessRevenueAmt
Exclusion$718,389ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$211,634,785SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$166,560,693SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,074,092SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,074,092TotalRevenueColumnAmt
Unrelated Business Revenue$3,293,407UnrelatedBusinessRevenueAmt
Exclusion$41,780,685ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$379,062FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$233,909ContriRptFundraisingEventAmt
Fundraising Direct Expenses$379,062FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business611710BusinessCd
Total Revenue Column$352,245TotalRevenueColumnAmt
Related Or Exempt Func Income$352,245RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$352,245OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$442,893,793TotalRevenueColumnAmt
Related Or Exempt Func Income$353,047,876RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,922,114UnrelatedBusinessRevenueAmt
Exclusion$50,594,765ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,965,987TotalAmt
Program Services$4,965,987ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$92,794,997TotalAmt
Program Services$92,794,997ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,009,537TotalAmt
Program Services$2,009,537ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,876,724TotalAmt
Program Services$968,732ProgramServicesAmt
Management And General$3,269,602ManagementAndGeneralAmt
Fundraising$638,390FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,313,437TotalAmt
Program Services$1,313,437ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$143,902,415TotalAmt
Program Services$127,840,987ProgramServicesAmt
Management And General$11,084,571ManagementAndGeneralAmt
Fundraising$4,976,857FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,496,853TotalAmt
Program Services$8,462,356ProgramServicesAmt
Management And General$718,986ManagementAndGeneralAmt
Fundraising$315,511FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,973,865TotalAmt
Program Services$13,946,047ProgramServicesAmt
Management And General$1,435,305ManagementAndGeneralAmt
Fundraising$592,513FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,879,951TotalAmt
Program Services$8,680,779ProgramServicesAmt
Management And General$844,585ManagementAndGeneralAmt
Fundraising$354,587FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,056,302TotalAmt
Program Services$932,888ProgramServicesAmt
Management And General$123,414ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$334,126TotalAmt
Management And General$334,126ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$6,050TotalAmt
Program Services$6,050ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,768,213TotalAmt
Management And General$3,768,213ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,363,437TotalAmt
Program Services$4,388,659ProgramServicesAmt
Management And General$1,947,014ManagementAndGeneralAmt
Fundraising$27,764FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,147,296TotalAmt
Program Services$958,214ProgramServicesAmt
Management And General$172,767ManagementAndGeneralAmt
Fundraising$16,315FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,920,676TotalAmt
Program Services$9,213,324ProgramServicesAmt
Management And General$2,197,977ManagementAndGeneralAmt
Fundraising$509,375FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,453,701TotalAmt
Program Services$3,231,829ProgramServicesAmt
Management And General$1,203,813ManagementAndGeneralAmt
Fundraising$18,059FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,168,849TotalAmt
Program Services$17,821,776ProgramServicesAmt
Management And General$2,100,527ManagementAndGeneralAmt
Fundraising$246,546FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,022,298TotalAmt
Program Services$6,580,102ProgramServicesAmt
Management And General$267,357ManagementAndGeneralAmt
Fundraising$174,839FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,467,416TotalAmt
Program Services$1,388,779ProgramServicesAmt
Management And General$62,151ManagementAndGeneralAmt
Fundraising$16,486FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,678,969TotalAmt
Program Services$8,802,839ProgramServicesAmt
Management And General$737,287ManagementAndGeneralAmt
Fundraising$138,843FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,476,524TotalAmt
Program Services$23,171,088ProgramServicesAmt
Management And General$1,940,087ManagementAndGeneralAmt
Fundraising$365,349FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,018,274TotalAmt
Program Services$18,627ProgramServicesAmt
Management And General$998,187ManagementAndGeneralAmt
Fundraising$1,460FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$16,317,255$15,348,648$874,566$94,041
STIPENDS AND FELLOWSHIPS$10,050,904$10,045,904$5,000
STUDY ABROAD PAYMENTS$4,088,606$4,088,606
LIBRARY$3,904,355$3,884,455$19,900

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,803,499TotalAmt
Program Services$12,679,748ProgramServicesAmt
Management And General$4,197,039ManagementAndGeneralAmt
Fundraising$1,926,712FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$432,260,516TotalAmt
Program Services$383,544,395ProgramServicesAmt
Management And General$38,302,474ManagementAndGeneralAmt
Fundraising$10,413,647FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,208,455BOYAmt
EOY$5,676,339EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$46,158,511BOYAmt
EOY$24,398,913EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,401,397BOYAmt
EOY$22,422,877EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,052,075BOYAmt
EOY$10,498,440EOYAmt

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$14,571,246BOYAmt
EOY$13,069,760EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$463,126BOYAmt
EOY$354,952EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,851,341BOYAmt
EOY$5,880,958EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$723,253,794LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$376,395,389LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$344,357,151BOYAmt
EOY$346,858,405EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$940,138,529BOYAmt
EOY$890,239,945EOYAmt

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$10,387,770BOYAmt
EOY$10,026,667EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,416,589,601BOYAmt
EOY$1,329,427,256EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$31,562,295BOYAmt
EOY$24,376,414EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,872,051BOYAmt
EOY$23,634,574EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$250,314,279BOYAmt
EOY$242,514,575EOYAmt

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$2,431,514BOYAmt
EOY$1,071,442EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,174,145BOYAmt
EOY$25,335,677EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$339,354,284BOYAmt
EOY$316,932,682EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$195,491,916BOYAmt
EOY$177,796,409EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$298,586,853BOYAmt
EOY$235,674,213EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$583,156,548BOYAmt
EOY$599,023,952EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,077,235,317BOYAmt
EOY$1,012,494,574EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,416,589,601BOYAmt
EOY$1,329,427,256EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,633,277ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$75,808,180NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$434,160OtherChangesInNetAssetsAmt
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$38,465,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,638,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,087,158CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,364,246CurrentTaxYearMinus1YearAmt
Current Tax Year$36,329,038CurrentTaxYearAmt
Total$197,884,576TotalAmt

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$38,465,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,638,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,087,158CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,364,246CurrentTaxYearMinus1YearAmt
Current Tax Year$36,329,038CurrentTaxYearAmt
Total$197,884,576TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,761,025SubstantialContributorsTotAmt
Public Support Total170$183,123,551PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,573,599CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,898,746CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,579,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,970,543CurrentTaxYearMinus1YearAmt
Current Tax Year$8,162,116CurrentTaxYearAmt
Total$42,184,311TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,112CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,743CurrentTaxYearMinus1YearAmt
Current Tax Year$88,305CurrentTaxYearAmt
Total$443,658TotalAmt
FieldValueIRS element (for citing)
Total Support$240,512,545TotalSupportAmt
Gross Receipts Rltd Activities$1,662,367,077GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76139PublicSupportCY170Pct
Public Support PY1700.72800PublicSupportPY170Pct
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$6,050OtherActivitiesAmt
Total Lobbying Expenditures$6,050TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationPART II-B, LINE 1I THE UNIVERSITY IS A MEMBER OF VARIOUS NATIONAL AND STATE ORGANIZATIONS, SUCH AS THE ASSOCIATION OF AMERICAN UNIVERSITIES, ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASSACHUSETTS, NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES AND SOCIETY FOR HUMAN RESOURCE MANAGEMENT. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $6,050.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held12DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$288,316DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$453,576DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,014,528DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$703,665,944BeginningYearBalanceAmt
Contributions$18,097,358ContributionsAmt
Investment Earnings Or Losses-$11,665,134InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,594,796GrantsOrScholarshipsAmt
Other Expenditures$23,981,507OtherExpendituresAmt
End Year Balance$674,521,865EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.13700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.65650PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20650TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,446,763OtherCostOrOtherBasisAmt
Book Value$44,446,763BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$318,371,134OtherCostOrOtherBasisAmt
Depreciation$144,158,509DepreciationAmt
Book Value$174,212,625BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$197,252,505OtherCostOrOtherBasisAmt
Depreciation$144,780,040DepreciationAmt
Book Value$52,472,465BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$146,552,931OtherCostOrOtherBasisAmt
Depreciation$87,456,840DepreciationAmt
Book Value$59,096,091BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,630,461OtherCostOrOtherBasisAmt
Book Value$16,630,461BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$346,858,405TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$11,629,415
DEFERRED COMPENSATION AND SEVERANCE$1,962,832
ENVIRONMENTAL LIABILITY$5,760,306
REFUNDABLE STUDENT LOAN ADVANCES$5,983,124
FieldValueIRS element (for citing)
Total Liability$25,335,677TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$268,947,026TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$75,808,180NetUnrealizedGainsInvstAmt
Other Revenue-$94,370,374OtherRevenueAmt
Revenue Not Reported-$170,178,554RevenueNotReportedAmt
Revenue Subtotal$439,125,580RevenueSubtotalAmt
Investment Expenses Not Incld$3,768,213InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,768,213RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$442,893,793TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$333,687,769TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$333,687,769ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,768,213InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$94,804,534OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$98,572,747ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$432,260,516TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COLLECTIONS OF ARTPART III, LINE 1: SFAS116, AUDITED FINANCIAL STATEMENT 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 NONOPERATING 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 1,900 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) 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 (94,804,534) CHANGE IN VALUE OF SPLIT INTEREST 434,160 ------------ TOTAL (94,370,374)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT FINANCIAL STATEMENTSPART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 94,804,534 ------------ TOTAL 94,804,534

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 UNIVERSITY'S 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 FACILITIES.

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$74,162
East Asia and the PacificProgram ServicesSTUDY ABROAD$771,530
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$2,960,299
Middle East and North AfricaProgram ServicesSTUDY ABROAD$125,976
North AmericaProgram ServicesSTUDY ABROAD$12,325
South AmericaProgram ServicesSTUDY ABROAD$177,802
South AsiaProgram ServicesSTUDY ABROAD$143,399
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$57,980
Europe (Including Iceland and Greenland)Program ServicesCERN$296,677
Central America and the CaribbeanInvestments$274,979,634
Europe (Including Iceland and Greenland)Investments$35,250,684
FieldValueIRS element (for citing)
Subtotal Spent$314,850,468SubtotalSpentAmt
Total Spent$314,850,468TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCentral America and the Caribbean3$73,575SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEast Asia and the Pacific26$309,661SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEurope (Including Iceland and Greenland)90$1,358,879SEE PART V
SCHOLARSHIP AND FINANCIAL AIDMiddle East and North Africa6$65,045SEE PART V
SCHOLARSHIP AND FINANCIAL AIDNorth America1$7,500SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth America8$80,864SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth Asia5$56,033SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa4$57,980SEE 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 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$159,102GrossReceiptsEvent1Amt
Charitable Contri Event1$64,572CharitableContriEvent1Amt
Gross Revenue Event1$94,530GrossRevenueEvent1Amt
Rent Facility Costs Event1$22,541RentFacilityCostsEvent1Amt
Food And Beverage Event1$54,849FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$17,140OtherDirectExpensesEvent1Amt
Event2LUNCHEONEvent2Nm
Gross Receipts Event2$62,010GrossReceiptsEvent2Amt
Charitable Contri Event2$24,230CharitableContriEvent2Amt
Gross Revenue Event2$37,780GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,415RentFacilityCostsEvent2Amt
Food And Beverage Event2$29,526FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$5,839OtherDirectExpensesEvent2Amt
Other Events Total21OtherEventsTotalCnt
Gross Receipts Other Events$391,859GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$145,107CharitableContriOtherEventsAmt
Gross Revenue Other Events$246,752GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$86,040RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$113,514FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$47,198OthDirectExpnssOtherEventsAmt
Gross Receipts Total$612,971GrossReceiptsTotalAmt
Charitable Contributions Tot$233,909CharitableContributionsTotAmt
Gross Revenue Total Events$379,062GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$110,996RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$197,889FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$70,177OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$379,062DirectExpenseSummaryEventsAmt

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
BEDFORD VA RESEARCH CORPORATION INC
200 SPRINGS ROAD MS151BEDFORDMA01730043512440501(C)(3)$20,632
BOSTON UNIVERSITY
72 TYNG ROADTYNGSBOROMA01879042103547501(C)(3)$69,287
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$40,868
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809501(C)(3)$180,577
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501(C)(3)$403,453
CARNEGIE MELLON UNIVERSITY
500 FORBES AVEPITTSBURGHPA152133890250969449501(C)(3)$101,553
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RDCOLD SPRING HARBORNY11724112013303501(C)(3)$304,174
COMMONWEALTH OF MASSACHUSETTS
1 ASHBURTON PLACEBOSTONMA02108046002284GOV'T$38,610
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322580566256501(C)(3)$411,792
FLORIDA STATE UNIVERSITY
874 TRADITIONS WYTALLAHASSEEFL32306591961248GOV'T$87,661
HARVARD UNIVERSITY
HARVARD UNIVERSITYCAMBRIDGEMA02138042103580501(C)(3)$6,679
HEBREW REHABILITATION CENTER
1200 CENTRE STREETROSLINDALEMA02131042104298501(C)(3)$63,472
IJIS INSTITUTE
44983 KNOLL SQUAREASHBURNVA20147311783179501(C)(3)$130,696
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(C)(3)$240,685
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501(C)(3)$63,176
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA AVEPALO ALTOCA943040038770207331501(C)(3)$69,958
PRESIDENT & FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580501(C)(3)$652,843
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305941156365501(C)(3)$307,804
STATE OF WASHINGTON
PO BOX 45600OLYMPIAWA98504916001088GOV'T$118,745
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037990435954501(C)(3)$67,108
TRUSTEES OF BOSTON COLLEGE
140 COMM AVECHESTNUT HILLMA02467042103545501(C)(3)$38,334
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVEMEDFORDMA02155042103634501(C)(3)$924,256
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144GOV'T$163,935
UNIVERSITY OF FLORIDA
123 GRINTER HALLGAINESVILLEFL326117305596002052GOV'T$88,573PO BOX 113301
UNIVERSITY OF HOUSTON
4800 CALHOUN ROADHOUSTONTX77004746001399GOV'T$18,359
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET 209 HAB MC 33URBANAIL61801376000511GOV'T$16,205
UNIVERSITY OF MASSACHUSETTS - AMHERST
140 HICKS WAYAMHERSTMA01003043167352GOV'T$86,033
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVEWORCESTERMA01655043167352GOV'T$32,932
UNIVERSITY OF MISSOURI - COLUMBIA AR
PO BOX 807012KANSAS CITYMO641807012436003859GOV'T$137,083
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA191046205231352682GOV'T$66,228
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STCOLUMBIASC29208576001153GOV'T$10,639
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE FINANCIAL AID2123$62,322,819
MASTERS PROGRAM FINANCIAL AID883$15,957,909
DOCTORAL PROGRAM FINANCIAL AID530$12,625,553
CONTINUING PROGRAM FINANCIAL AID17$186,745
OTHER FINANCIAL AID157$521,266
TRAINEE TUITION AND FEES189$988,278
TUITION DISCOUNT123$192,427

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 (A-133). 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)
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 (19 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
LISA LYNCH
INTERIM PRESIDENT$435,537$0$0$0$22,112$0$26,500$0$66,225$0$550,374$0$0$0
PETER GIUMETTE
ASSISTANT SECRETARY$157,678$0$0$0$6,287$0$8,500$0$965$0$173,430$0$0$0
DAVID BUNIS
CHIEF LEGAL COUNSEL/ADVISOR$385,054$0$0$0$191,138$0$26,500$0$40,279$0$642,971$0$0$0
IRVING EPSTEIN
INTERIM PROVOST$333,971$0$0$0$5,676$0$26,500$0$3,503$0$369,650$0$0$0
STEVEN MANOS
SVP / CHIEF OPERATING OFFICER$383,015$0$0$0$6,242$0$18,500$0$650$0$408,407$0$0$0
MARIANNE CWALINA
SVP FOR FINANCE & TREASURER$274,201$0$0$0$7,268$0$26,500$0$24,766$0$332,735$0$0$0
JEHUDA REINHARZ
FORMER PRESIDENT/FACULTY$177,260$0$0$0$3,893$0$18,248$0$11,880$0$211,281$0$0$0
JAMES GRAY
VP FOR OPERATIONS$220,662$0$0$0$3,184$0$11,267$0$9,481$0$244,594$0$0$0
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT$246,539$0$75,000$0$1,440$0$20,600$0$27,634$0$371,213$0$0$0
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT$403,934$0$25,000$0$26,252$0$26,500$0$14,678$0$496,364$0$0$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER$430,625$0$141,750$0$13,003$0$21,200$0$6,698$0$613,276$0$0$0
JOHN UNSWORTH
VICE PROVOST / CIO$280,977$0$0$0$7,102$0$26,500$0$26,238$0$340,817$0$0$0
STEVEN LOCKE
SVP, GENERAL COUNSEL$210,303$0$0$0$1,681$0$21,940$0$25,559$0$259,483$0$0$0
MARK COLLINS
FORMER SVP ADMINISTRATION$0$0$0$0$116,447$0$0$0$751$0$117,198$0$0$0
FREDERICK LAWRENCE
FACULTY$722,987$0$0$0$135,795$0$76,500$0$72,201$0$1,007,483$0$0$0
STEVEN GOLDSTEIN
FACULTY$555,588$0$0$0$91,603$0$26,500$0$25,338$0$699,029$0$0$0
BRUCE MAGID
DEAN OF IBS$367,399$0$0$0$20,618$0$26,500$0$46,970$0$461,487$0$0$0
JON CHILINGERIAN
FACULTY$183,158$0$113,101$0$1,584$0$19,139$0$24,032$0$341,014$0$0$0
DEBORAH SHUFRIN
DIRECTOR OF INVESTMENTS$319,778$0$0$0$5,579$0$21,200$0$12,443$0$359,000$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIIFormAndLineReferenceDesc
ExplanationPART I, QUESTION 1 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. SEVERANCE OR CHANGE OF CONTROL PAYMENT PART I, LINE 4A THE UNIVERSITY HAS AN EMPLOYMENT AND SEPARATION POLICY THAT COVERS MEMBERS OF THE SENIOR MANAGEMENT GROUP, INCLUDING SOME OF THE LISTED INDIVIDUALS. THE SEVERANCE PROVISION RANGES FROM 4 WEEKS TO 16 WEEKS, DEPENDING ON THE TERM OF EMPLOYMENT. IN ADDITION, SOME OF THE LISTED INDIVIDUALS HAVE A SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. THE SEVERANCE PROVISION RANGES FROM 12 MONTHS TO 24 MONTHS. OTHER THAN THE PAYMENTS DESCRIBED BELOW, NO AMOUNTS WERE PAID TO THE LISTED INDIVIDUALS DURING THE CALENDAR YEAR ENDED DECEMBER 31,2015. MARK COLLINS, SENIOR VICE PRESIDENT FOR ADMINISTRATION, LEFT HIS POSITION AT THE END OF CALENDAR YEAR 2013. AS PART OF HIS SEPARATION AGREEMENT, MR. COLLINS RECEIVED SEVERANCE OF $116,447, WHICH WAS INCLUDED IN HIS W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 4B DEFERRED COMPENSATION ARRANGEMENT FORMER PRESIDENT LAWRENCE PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(F). PROVIDED FORMER PRESIDENT LAWRENCE IS EMPLOYED BY THE UNIVERSITY, THE UNIVERSITY WILL CREDIT A DEFERRED COMPENSATION ACCOUNT EACH JANUARY 1. ON JANUARY 1, 2015 THE UNIVERSITY CREDITED $50,000 TO FORMER PRESIDENT LAWRENCE'S DEFERRED COMPENSATION ACCOUNT. 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 (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY - 2008 SERIES N
A04343181457583RZB82008-08-06$48,160,410CONSTRUCTION OF BUILDINGSfalsefalsefalse
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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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$4,200,410$0$48,160,410$0$6,802,005$0$559,405$0$0$40,000,000$799,000$02009falsefalseYes (true)Yes (true)
B$32,159,806$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$215,000$0$36,500,000$0$0$0$403,050$0$0$14,951,609$21,145,341$02014Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalsefalseYes (true)false0.018400.000000.01840falsefalsefalseYes (true)
BfalsefalsefalseYes (true)false0.014800.000000.01480falsefalsefalseYes (true)
Cfalsefalsefalsefalsefalse0.014100.000000.01410falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (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 19, 2016, November 21, 2012, and October 25, 2016, respectively.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMARGOT DAVISPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF TRUSTEE J DAVISRelationshipDescriptionTxt
Transaction$69,351TransactionAmt
TransactionEMPLOYEE COMPENSATIONTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY ENGAGES FAMILY MEMBERS OF OFFICERS OR TRUSTEES OF THE UNIVERSITY, IN THE ORDINARY COURSE OF BUSINESS, AS FOLLOWS: 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 $69,351. 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
Contribution48ContributionCnt
Noncash Contributions Rpt F990$1,941,303NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISAL & GALLERYMethodOfDeterminingRevenuesTxt
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
Contribution162ContributionCnt
Noncash Contributions Rpt F990$7,156,872NoncashContributionsRptF990Amt
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
Contribution52ContributionCnt
Noncash Contributions Rpt F990$198,484NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received54Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONSLINE 1, COLUMN (B) THE UNIVERSITY IS REPORTING IN PART 1, COLUMN (B) THE NUMBERS OF ITEMS RECEIVED.
GIFT ACCEPTANCE POLICYPART I, LINE 31 BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 990, PART I, LINE 1 BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND 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 2016, THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWED THE FORM 990 AND DISCUSSED ANY QUESTIONS WITH THE FINANCE OFFICE AND THE UNIVERSITY'S TAX ADVISORY FIRM. AFTER THE AUDIT COMMITTEE REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY OF THE FORM 990 WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12C THE BRANDEIS UNIVERSITY CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND COMMITTEE MEMBERS ESTABLISHES A PROCESS WHEREBY POTENTIAL, APPARENT AND ACTUAL CONFLICTS OF INTEREST OF TRUSTEES, OFFICERS AND NON-TRUSTEE COMMITTEE MEMBERS MAY PROPERLY BE AVOIDED OR MANAGED SO THAT THE BEST INTERESTS OF THE UNIVERSITY ARE PROTECTED. OFFICERS, TRUSTEES AND COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS CONSISTENT WITH THE POLICY AND THE APPLICABLE REGULATORY AND AUDITING REQUIREMENTS. THE INVESTMENT COMMITTEE MEMBERS COMPLETE AN ANNUAL DISCLOSURE FORM WITH ADDITIONAL QUESTIONS RELATED TO THE 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 SVP & 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 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 EXECUTIVE 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 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. 2015 COMPENSATION AS REPORTED ON FORM 990 PART VII AND SCHEDULE J PART II WAS SUBJECT TO THE DIRECT REVIEW AND APPROVAL OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
PUBLIC DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS 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 THE MASSACHUSETTS ATTORNEY GENERAL.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST 434,160 ------- TOTAL 434,160

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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$69,482InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt