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BRANDEIS UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201621349349301537
Schema version
2014v6.0
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)
Return2016-05-13T08:00:39-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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 & TREASURERPersonTitleTxt
Phone6177237900PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert J Butler JrPreparerPersonNm
PTINP00037953PTIN
Phone6177237900PhoneNum
Preparation2016-04-27PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA LYNCH INTERIM PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 SOUTH STREETAddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02454ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$795,831,322GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.brandeis.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or Missionan educational institution, a community of scholars and students united by their commitment to the pursuit of knowledge and its transmission from generation to generation.ActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee5405TotalEmployeeCnt
Total Volunteers3172TotalVolunteersCnt
Total Gross UBI$2,919,150TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,193,878NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$41,087,158PYContributionsGrantsAmt
CY Contributions Grants$48,364,246CYContributionsGrantsAmt
PY Program Service Revenue$331,935,378PYProgramServiceRevenueAmt
CY Program Service Revenue$351,722,591CYProgramServiceRevenueAmt
PY Investment Income$69,635,455PYInvestmentIncomeAmt
CY Investment Income$105,879,386CYInvestmentIncomeAmt
PY Other Revenue$2,944,268PYOtherRevenueAmt
CY Other Revenue$2,961,603CYOtherRevenueAmt
PY Total Revenue$445,602,259PYTotalRevenueAmt
CY Total Revenue$508,927,826CYTotalRevenueAmt
PY Grants And Similar Paid$91,655,188PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$100,170,651CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$183,592,883PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$183,341,387CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,816,119CYTotalFundraisingExpenseAmt
PY Other Expenses$140,926,954PYOtherExpensesAmt
CY Other Expenses$145,310,701CYOtherExpensesAmt
PY Total Expenses$416,175,025PYTotalExpensesAmt
CY Total Expenses$428,822,739CYTotalExpensesAmt
PY Revenues Less Expenses$29,427,234PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$80,105,087CYRevenuesLessExpensesAmt
Total Assets BOY$1,364,970,073TotalAssetsBOYAmt
Total Assets EOY$1,416,589,601TotalAssetsEOYAmt
Total Liabilities BOY$348,472,681TotalLiabilitiesBOYAmt
Total Liabilities EOY$339,354,284TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,016,497,392NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,077,235,317NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAS A RESEARCH UNIVERSITY, BRANDEIS UNIVERSITY IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$287,236,527ExpenseAmt
Grant$96,420,210GrantAmt
Revenue$251,831,224RevenueAmt
DescInstructional and Academic Support: Brandeis University is a rare combination of a liberal arts college and a global research university. Our student body numbers 5,500, 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$54,757,970ExpenseAmt
Grant$3,750,441GrantAmt
Revenue$63,783,775RevenueAmt
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$35,440,565ExpenseAmt
Grant$0GrantAmt
Revenue$36,234,852RevenueAmt
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$377,435,062TotalProgramServiceExpensesAmt
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 EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7227IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5405EmployeeCnt
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 Members40GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
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
JAMES F HUMPHREYS
TRUSTEE - TREASURER2.00.0Yes (X)Yes (X)$0$0$0
HENRY ABOODI
TRUSTEE1.00.0Yes (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
TRUSTEE1.00.0Yes (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)$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
LISA R KRANC
TRUSTEE1.00.0Yes (X)$0$0$0
JOYCE G 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
BRUCE G POLLACK
TRUSTEE1.00.0Yes (X)$0$0$0
LEONARD A POTTER
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
MICHAEL J SANDEL
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
MALCOLM L SHERMAN
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
FREDERICK LAWRENCE
PRESIDENT60.00.0Yes (X)Yes (X)$851,343$0$160,222
STEVEN GOLDSTEIN
PROVOST, CAO THRU 10/28/201450.00.0Yes (X)$665,489$0$62,970
LISA LYNCH
PROVOST, CAO AS OF 10/29/201450.00.0Yes (X)$313,076$0$91,041
DAVID BUNIS
Chief of Staff & Legal Officer50.00.0Yes (X)$505,996$0$63,874
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER50.00.0Yes (X)$440,575$0$0
MARIANNE CWALINA
SVP FOR FINANCE and treasurer50.00.0Yes (X)$273,870$0$49,581
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT50.00.0$229,586$0$44,384Yes (X)
NANCY WINSHIP
SVP, Institutional Advancement50.00.0$419,248$0$27,502Yes (X)
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER50.00.0$558,240$0$25,800Yes (X)
JOHN UNSWORTH
VICE PROVOST, CHIEF INFO OFF'R50.00.0$281,692$0$48,926Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL50.00.0$206,643$0$40,677Yes (X)
JEHUDA REINHARZ
FACULTY/FORMER PRESIDENT25.00.0$4,350,384$0$34,855Yes (X)
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL50.00.0$379,127$0$86,437Yes (X)
IRVING EPSTEIN
FACULTY50.00.0$316,742$0$30,002Yes (X)
EVE MARDER
FACULTY50.00.0$278,680$0$36,685Yes (X)
JON CHILINGERIAN
FACULTY50.00.0$265,187$0$37,326Yes (X)
FRANCES DROLETTE
FORMER SVP, CFO0.00.0$105,300$0$2,670Yes (X)
JOHN HOSE
FORMER ASST. SEC. OF THE CORP0.00.0$125,010$0$0Yes (X)
CHRISTOPHER O'BRIEN
FORMER VP AND TREASURER0.00.0$264,044$0$9,608Yes (X)
MARK COLLINS
FORMER SVP, ADMINISTRATION0.00.0$254,957$0$1,502Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,085,189TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$854,062TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K329IndivRcvdGreaterThan100KCnt
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 Serv. & Constr.$21,123,370
Lee Kennedy Co Inc
122 Quincy Shore DrQUINCYMA02171Construction$3,862,637
Tishman Corp of Massachusetts
66 Long WharfBOSTONMA02110Construction$3,504,553
GreenerU
One Moody StreetWALTHAMMA02453SUSTAINABILITY$2,424,245
TIMBERLINE CONSTRUCTION CORP
300 Pine StCANTONMA02021Construction$2,298,186
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K161CntrctRcvdGreaterThan100KCnt
Membership Dues$315,201MembershipDuesAmt
Fundraising$208,278FundraisingAmt
All Other Contributions$47,840,767AllOtherContributionsAmt
Noncash Contributions$5,057,576NoncashContributionsAmt
Total Contributions$48,364,246TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION & FEES611710$242,045,628$242,045,628
AUXILIARY SERVICES721000$36,234,852$35,910,914$224,195$99,743
SPONSORED PROGRAMS611710$63,783,775$63,783,775
BRANDEIS NATIONAL COMMITTEE611710$1,604,857$1,604,857
FOSTER BIO LAB611710$88,678$88,678

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,964,801TotalRevenueColumnAmt
Related Or Exempt Func Income$7,960,701RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,100UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$351,722,591TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,593,995TotalRevenueColumnAmt
Unrelated Business Revenue-$1,212,197UnrelatedBusinessRevenueAmt
Exclusion$8,806,188ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,419,178TotalRevenueColumnAmt
Exclusion$1,419,178ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,415,166RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,415,166RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,415,166TotalRevenueColumnAmt
Unrelated Business Revenue$669,989UnrelatedBusinessRevenueAmt
Exclusion$745,177ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$353,603,722SecuritiesAmt
Other$31,240,592OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$286,245,556SecuritiesAmt
Other$313,367OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$67,358,166SecuritiesAmt
Other$30,927,225OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,285,391TotalRevenueColumnAmt
Unrelated Business Revenue$3,144,385UnrelatedBusinessRevenueAmt
Exclusion$95,141,006ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$344,573FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$208,278ContriRptFundraisingEventAmt
Fundraising Direct Expenses$344,573FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business611710BusinessCd
Total Revenue Column$127,259TotalRevenueColumnAmt
Related Or Exempt Func Income$127,259RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$127,259OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$508,927,826TotalRevenueColumnAmt
Related Or Exempt Func Income$351,433,134RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,919,150UnrelatedBusinessRevenueAmt
Exclusion$106,211,292ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,750,441TotalAmt
Program Services$3,750,441ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$94,684,161TotalAmt
Program Services$94,684,161ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,736,049TotalAmt
Program Services$1,736,049ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,666,016TotalAmt
Program Services$1,497,111ProgramServicesAmt
Management And General$3,326,862ManagementAndGeneralAmt
Fundraising$842,043FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$302,994TotalAmt
Program Services$65,346ProgramServicesAmt
Management And General$237,648ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$140,822,232TotalAmt
Program Services$123,694,689ProgramServicesAmt
Management And General$12,613,322ManagementAndGeneralAmt
Fundraising$4,514,221FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,227,826TotalAmt
Program Services$8,150,835ProgramServicesAmt
Management And General$797,811ManagementAndGeneralAmt
Fundraising$279,180FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,351,643TotalAmt
Program Services$14,918,881ProgramServicesAmt
Management And General$1,813,581ManagementAndGeneralAmt
Fundraising$619,181FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,970,676TotalAmt
Program Services$8,638,122ProgramServicesAmt
Management And General$990,127ManagementAndGeneralAmt
Fundraising$342,427FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,506,173TotalAmt
Program Services$855,969ProgramServicesAmt
Management And General$650,204ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$392,972TotalAmt
Management And General$392,972ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$6,006TotalAmt
Program Services$6,006ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,766,510TotalAmt
Management And General$4,766,510ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,301,221TotalAmt
Program Services$3,679,461ProgramServicesAmt
Management And General$1,382,251ManagementAndGeneralAmt
Fundraising$239,509FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$969,231TotalAmt
Program Services$747,587ProgramServicesAmt
Management And General$204,835ManagementAndGeneralAmt
Fundraising$16,809FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,417,745TotalAmt
Program Services$9,138,874ProgramServicesAmt
Management And General$2,733,745ManagementAndGeneralAmt
Fundraising$545,126FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,195,486TotalAmt
Program Services$3,063,883ProgramServicesAmt
Management And General$1,011,295ManagementAndGeneralAmt
Fundraising$120,308FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,620,067TotalAmt
Program Services$18,814,058ProgramServicesAmt
Management And General$2,056,038ManagementAndGeneralAmt
Fundraising$749,971FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,744,041TotalAmt
Program Services$6,258,431ProgramServicesAmt
Management And General$342,389ManagementAndGeneralAmt
Fundraising$143,221FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,163,861TotalAmt
Program Services$1,071,446ProgramServicesAmt
Management And General$56,897ManagementAndGeneralAmt
Fundraising$35,518FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,733,347TotalAmt
Program Services$9,347,176ProgramServicesAmt
Management And General$246,440ManagementAndGeneralAmt
Fundraising$139,731FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,201,988TotalAmt
Program Services$23,245,570ProgramServicesAmt
Management And General$610,351ManagementAndGeneralAmt
Fundraising$346,067FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,167,354TotalAmt
Program Services$2,089ProgramServicesAmt
Management And General$1,165,265ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$14,648,156$13,700,403$840,476$107,277
STIPENDS AND FELLOWSHIPS$9,452,891$9,452,891
STUDY ABROAD PAYMENTS$4,694,480$4,694,480
LIBRARY$3,788,134$3,764,267$19,956$3,911

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,541,038TotalAmt
Program Services$12,456,836ProgramServicesAmt
Management And General$4,312,583ManagementAndGeneralAmt
Fundraising$1,771,619FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$428,822,739TotalAmt
Program Services$377,435,062ProgramServicesAmt
Management And General$40,571,558ManagementAndGeneralAmt
Fundraising$10,816,119FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,252,931BOYAmt
EOY$10,208,455EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,251,950BOYAmt
EOY$46,158,511EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,484,460BOYAmt
EOY$31,401,397EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,843,852BOYAmt
EOY$13,052,075EOYAmt

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$14,761,021BOYAmt
EOY$14,571,246EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$582,442BOYAmt
EOY$463,126EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,325,158BOYAmt
EOY$5,851,341EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$693,311,028LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$348,953,877LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$341,788,873BOYAmt
EOY$344,357,151EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$887,722,070BOYAmt
EOY$940,138,529EOYAmt

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$21,957,316BOYAmt
EOY$10,387,770EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,364,970,073BOYAmt
EOY$1,416,589,601EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,920,358BOYAmt
EOY$31,562,295EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,453,538BOYAmt
EOY$25,872,051EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$257,856,262BOYAmt
EOY$250,314,279EOYAmt

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$5,820,401BOYAmt
EOY$2,431,514EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,422,122BOYAmt
EOY$29,174,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$348,472,681BOYAmt
EOY$339,354,284EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,609,631BOYAmt
EOY$195,491,916EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$296,808,794BOYAmt
EOY$298,586,853EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$560,078,967BOYAmt
EOY$583,156,548EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,016,497,392BOYAmt
EOY$1,077,235,317EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,364,970,073BOYAmt
EOY$1,416,589,601EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$80,105,087ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,686,187NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$680,975OtherChangesInNetAssetsAmt
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$28,970,389CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,465,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,638,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,087,158CurrentTaxYearMinus1YearAmt
Current Tax Year$48,364,246CurrentTaxYearAmt
Total$190,525,927TotalAmt

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$28,970,389CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,465,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,638,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,087,158CurrentTaxYearMinus1YearAmt
Current Tax Year$48,364,246CurrentTaxYearAmt
Total$190,525,927TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,761,025SubstantialContributorsTotAmt
Public Support Total170$175,764,902PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,870,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,573,599CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,898,746CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,912,198CurrentTaxYearMinus1YearAmt
Current Tax Year$10,970,545CurrentTaxYearAmt
Total$44,225,669TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$339,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$476,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,088,719CurrentTaxYearMinus1YearAmt
Current Tax Year$2,194,878CurrentTaxYearAmt
Total$5,099,774TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$300,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$348,678CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$299,112CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,730CurrentTaxYearMinus1YearAmt
Current Tax Year$344,573CurrentTaxYearAmt
Total$1,591,184TotalAmt
FieldValueIRS element (for citing)
Total Support$241,442,554TotalSupportAmt
Gross Receipts Rltd Activities$1,600,538,899GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72798PublicSupportCY170Pct
Public Support PY1700.65472PublicSupportPY170Pct
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$6,006OtherActivitiesAmt
Total Lobbying Expenditures$6,006TotalLobbyingExpendituresAmt
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 $6,006.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held12DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$540,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$588,005DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,126,658DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$619,897,000BeginningYearBalanceAmt
Contributions$16,645,427ContributionsAmt
Investment Earnings Or Losses$98,208,640InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,358,751GrantsOrScholarshipsAmt
Other Expenditures$21,726,372OtherExpendituresAmt
End Year Balance$703,665,944EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.14200BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,098,707OtherCostOrOtherBasisAmt
Book Value$44,098,707BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$314,347,581OtherCostOrOtherBasisAmt
Depreciation$135,814,119DepreciationAmt
Book Value$178,533,462BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$188,708,584OtherCostOrOtherBasisAmt
Depreciation$134,866,623DepreciationAmt
Book Value$53,841,961BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$137,443,280OtherCostOrOtherBasisAmt
Depreciation$78,273,135DepreciationAmt
Book Value$59,170,145BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,712,876OtherCostOrOtherBasisAmt
Book Value$8,712,876BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$344,357,151TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$13,321,661
DEFERRED COMPENSATION AND SEVERANCE$3,671,371
ENVIRONMENTAL LIABILITY$6,134,329
REFUNDABLE STUDENT LOAN ADVANCES$6,046,784
FieldValueIRS element (for citing)
Total Liability$29,174,145TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$388,373,944TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$18,686,187NetUnrealizedGainsInvstAmt
Other Revenue-$97,101,185OtherRevenueAmt
Revenue Not Reported-$115,787,372RevenueNotReportedAmt
Revenue Subtotal$504,161,316RevenueSubtotalAmt
Investment Expenses Not Incld$4,766,510InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,766,510RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$508,927,826TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$327,636,019TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$327,636,019ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,766,510InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$96,420,210OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$101,186,720ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$428,822,739TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 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 4Founded 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 - TUITION DISCOUNT (96,420,210) NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (680,975) ------------ TOTAL (97,101,185)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT 96,420,210 ----------- Total 96,420,210

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 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$63,142
East Asia and the PacificProgram ServicesSTUDY ABROAD$635,641
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$2,905,553
Middle East and North AfricaProgram ServicesSTUDY ABROAD$135,616
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD$16,700
South AmericaProgram ServicesSTUDY ABROAD$205,555
South AsiaProgram ServicesSTUDY ABROAD$88,757
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$176,050
Europe (Including Iceland and Greenland)Program ServicesCERN$341,881
Central America and the CaribbeanInvestments$237,095,033
Europe (Including Iceland and Greenland)Investments$35,250,684
FieldValueIRS element (for citing)
Subtotal Spent$276,914,612SubtotalSpentAmt
Total Spent$276,914,612TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCentral America and the Caribbean3$17,771SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEast Asia and the Pacific18$217,081SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEurope (Including Iceland and Greenland)88$1,227,805SEE PART V
SCHOLARSHIP AND FINANCIAL AIDMiddle East and North Africa4$40,080SEE PART V
SCHOLARSHIP AND FINANCIAL AIDRussia and the Newly Independent States1$6,290SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth America10$111,355SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth Asia1$3,529SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa9$112,138SEE 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$152,487GrossReceiptsEvent1Amt
Charitable Contri Event1$58,487CharitableContriEvent1Amt
Gross Revenue Event1$94,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$61,481FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$27,519OtherDirectExpensesEvent1Amt
Event2LuncheonEvent2Nm
Gross Receipts Event2$41,264GrossReceiptsEvent2Amt
Charitable Contri Event2$20,656CharitableContriEvent2Amt
Gross Revenue Event2$20,608GrossRevenueEvent2Amt
Non Cash Prizes Event2$570NonCashPrizesEvent2Amt
Rent Facility Costs Event2$4,500RentFacilityCostsEvent2Amt
Food And Beverage Event2$13,052FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,486OtherDirectExpensesEvent2Amt
Other Events Total25OtherEventsTotalCnt
Gross Receipts Other Events$359,100GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$129,135CharitableContriOtherEventsAmt
Gross Revenue Other Events$229,965GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$65,627RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$112,676FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$51,662OthDirectExpnssOtherEventsAmt
Gross Receipts Total$552,851GrossReceiptsTotalAmt
Charitable Contributions Tot$208,278CharitableContributionsTotAmt
Gross Revenue Total Events$344,573GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$570NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$75,127RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$187,209FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$81,667OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$344,573DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BEFORD VA RESEARCH CORPORATION INC
200 Springs Road MS151BEDFORDMA01730043512440501(C)(3)$23,437RESEARCH
BOSTON COLLEGE
140 Commonwealth AvenueCHESTNUT HILLMA02467042103545501(C)(3)$27,861RESEARCH
BOSTON UNIVERSITY
72 Tyng RoadTYNGSBOROMA01879042103547501(C)(3)$99,553RESEARCH
BROWN UNIVERSITY
PO Box 1839PROVIDENCERI029121839050258809501(C)(3)$22,548RESEARCH
CARNEGIE MELLON UNIVERSITY
500 Forbes Ave Warner Hall 6PITTSBURGHPA152133890250969449501(C)(3)$153,457RESEARCH
COLD SPRING HARBOR
1 Bungtown RoadCOLD SPRING HARBORNY11724112013303501(C)(3)$153,861RESEARCH
COMMONWEALTH OF MASSACHUSETTS
1 Ashburton PlaceBOSTONMA02108046002284GOV'T$40,552RESEARCH
EMORY UNIVERSITY
201 Dowman DriveATLANTAGA30322580566256501(C)(3)$319,918RESEARCH
FRANKLIN W OLIN COLLEGE OF ENGINEERING
Office of Sponsored ProgramsNEEDHAMMA02492061519057501(C)(3)$5,910RESEARCH
FLORIDA STATE UNIVERSITY
874 Traditions WayTALLAHASSEEFL323064166591961248GOV'T$88,810RESEARCH
HAMPTON UNIVERSITY
100 E Queen StHAMPTONAL23668540505990501(C)(3)$15,822RESEARCH
HARVARD UNIVERSITY
Harvard UniversityCAMBRIDGEMA02138042103580501(C)(3)$779,764RESEARCH
HEBREW REHABILITATION CENTER
1200 Centre StreetROSLINDALEMA02131042104298501(C)(3)$27,626RESEARCH
IJIS INSTITUTE
44983 Knoll SquareASHBURNVA20147311783179501(C)(3)$188,062RESEARCH
KENNELL AND ASSOCIATES INC
3130 Fairview Park DriveFALLS CHURCHVA22042541771141$7,567RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 Fruit StreetBOSTONMA02114041564655501(C)(3)$223,997RESEARCH
NORTHEASTERN UNIVERSITY
360 Huntington AveBOSTONMA02115041679980501(C)(3)$39,698RESEARCH
RESEARCH FOUNDATION OF CUNY
230 W 41st St 7NEW YORKNY10036131988190501(C)(3)$18,559RESEARCH
STANFORD UNIVERSITY
450 Serra MallSTANFORDCA94305941156365501(C)(3)$176,299RESEARCH
THE CURATORS OF THE UNIVERSITY OF MISSOURI
325 Jesse HallCOLUMBIAMO65211436003859501(C)(3)$60,000RESEARCH
TRUSTEES OF THE UNIV OF PENNSYLVANIA
801 Spruce StPHILADELPHIAPA19107231352685501(C)(3)$11,673RESEARCH
TRUSTEES OF TUFTS COLLEGE
419 Boston AveMEDFORDMA02155042103634501(C)(3)$569,643RESEARCH
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 Gilman DriveLA JOLLACA92093956006144GOV'T$138,938RESEARCH
UNIVERSITY OF FLORIDA
123 Grinter Hall PO Box 113301GAINESVILLEFL326117305596002052GOV'T$93,370RESEARCH
UNIVERSITY OF HOUSTON
4800 Calhoun RoadHOUSTONTX77004746001399GOV'T$93,927RESEARCH
UNIVERSITY OF ILLINOIS
506 S Wright Street 209 Hab Mc 339URBANAIL61801376000511GOV'T$25,778RESEARCH
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N Lake AveWORCESTERMA01655043167352GOV'T$139,619RESEARCH
UNIVERSITY OF PENNSYLVANIA
3451 Walnut StPHILADELPHIAPA191046205231352682GOV'T$8,580RESEARCH
UNIVERSITY OF SOUTH CAROLINA
1600 Hampton Street Suite 613COLUMBIASC29208576001153GOV'T$95,192RESEARCH
UNIVERSITY OF TEXAS
10100 Burnet RoadAUSTINTX78758008618634GOV'T$99,283RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Undergraduate Financial Aid2121$63,332,700
Masters Program Financial Aid898$16,131,338
Doctoral Program Financial Aid541$12,203,301
Other Financial Aid115$1,742,065
Trainee Tuition and Fees195$1,093,314
Tuition Discount45$181,443

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 I, LINE 2 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
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
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
FREDERICK LAWRENCE
PRESIDENT$723,440$0$0$0$127,903$0$76,000$0$86,409$0$1,013,752$0$0$0
STEVEN GOLDSTEIN
PROVOST, CAO THRU 10/28/2014$550,282$0$70,000$0$45,207$0$26,000$0$39,158$0$730,647$0$0$0
LISA LYNCH
PROVOST, CAO AS OF 10/29/2014$301,439$0$0$0$11,637$0$26,000$0$66,734$0$405,810$0$0$0
DAVID BUNIS
Chief of Staff & Legal Officer$465,951$0$0$0$40,045$0$26,000$0$39,702$0$571,698$0$0$0
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER$440,575$0$0$0$0$0$0$0$0$0$440,575$0$0$0
MARIANNE CWALINA
SVP FOR FINANCE and treasurer$266,758$0$0$0$7,112$0$26,000$0$25,223$0$325,093$0$0$0
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT$227,251$0$0$0$2,335$0$19,035$0$26,855$0$275,476$0$0$0
NANCY WINSHIP
SVP, Institutional Advancement$394,535$0$0$0$24,713$0$26,000$0$3,606$0$448,854$0$0$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER$410,000$0$135,000$0$13,240$0$20,800$0$6,779$0$585,819$0$0$0
JOHN UNSWORTH
VICE PROVOST, CHIEF INFO OFF'R$275,450$0$0$0$6,242$0$26,000$0$24,587$0$332,279$0$0$0
STEVEN LOCKE
SVP, GENERAL COUNSEL$205,028$0$0$0$1,615$0$19,096$0$22,921$0$248,660$0$0$0
JEHUDA REINHARZ
FACULTY/FORMER PRESIDENT$228,513$0$0$0$4,121,871$0$23,375$0$11,558$0$4,385,317$0$4,088,614$0
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL$359,298$0$0$0$19,829$0$26,000$0$62,522$0$467,649$0$0$0
IRVING EPSTEIN
FACULTY$309,213$0$0$0$7,529$0$26,000$0$4,848$0$347,590$0$0$0
EVE MARDER
FACULTY$273,807$0$0$0$4,873$0$26,000$0$11,511$0$316,191$0$0$0
JON CHILINGERIAN
FACULTY$138,568$0$125,035$0$1,584$0$14,658$0$23,342$0$303,187$0$0$0
FRANCES DROLETTE
FORMER SVP, CFO$0$0$0$0$105,300$0$0$0$2,670$0$107,970$0$0$0
JOHN HOSE
FORMER ASST. SEC. OF THE CORP$0$0$0$0$125,010$0$0$0$0$0$125,010$0$0$0
CHRISTOPHER O'BRIEN
FORMER VP AND TREASURER$83,147$0$0$0$180,897$0$8,419$0$1,782$0$274,245$0$0$0
MARK COLLINS
FORMER SVP, ADMINISTRATION$0$0$0$0$254,957$0$0$0$1,502$0$256,459$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1A AND LINE 2TRAVEL FOR COMPANIONS: According to the University policy, travel for the spouse of the University's president shall only be reimbursed if incurred while conducting business of the University. Such reimbursement requires substantiation as well as review and approval by the board of trustees prior to the reimbursement. During calendar year 2014, the University reimbursed President Lawrence for travel expenses incurred by his spouse while conducting business of the University. Such reimbursements were made in accordance with University policy. None of the reimbursements were treated as taxable compensation. TAX INDEMNIFICATION: President Lawrences 2014 wages were increased to cover the taxes for housekeeping services, personal use of automobile, and moving expenses. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: The University provided President Lawrence and Provost Goldstein with housing as conditions of their employment. The residences are both on campus or within close proximity to the University campus and furnished for the benefit and convenience of the University to conduct University-related business and entertainment functions. The value of such housing is excludable from their taxable income under IRS Code Section 119 (d) and was included in their non taxable benefits amount reported on Schedule J, Part II, Column D. PERSONAL SERVICES: According to the University policy, the University is responsible for maintaining the president's residence. The value of the housekeeping services provided to the residence that were personal in nature was included in his Form W-2 and reported on Schedule J. During calendar year 2014, the University provided legal services to four members of senior management. The amount paid by the University was included in the individuals' 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.
SEVERANCE OR CHANGE OF CONTROL PAYMENTPart 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, 2014. Frances A. Drolette, Senior Vice President for Finance and Chief Financial Officer, left her position at the end of calendar year 2012. As part of her separation agreement, Ms. Drolette received severance of $105,300, which was included in her W-2 and reported on Schedule J Part II Column B(iii). John Hose, Assistant Secretary of the Corporation, left his postion in June 2013. As part of his separation agreement, Mr. Hose received severance of $125,010, which was included in his W-2 and reported on Schedule J Part II Column B(iii). 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 $244,012, which was included in his W-2 and reported on Schedule J Part II Column B(iii). Chris O'Brien, former Vice President of Finance and Treasurer, retired from his position in May 2014. As part of his separation agreement, Mr. O'Brien received severance of $140,309 and a transitional allowance of $15,000, which were included in his W-2 and reported on Schedule J Part II Column (B)(iii).
DEFERRED COMPENSATION ARRANGEMENTPART I, LINE 4B President Lawrence participates in a nonqualified deferred compensation arrangement under internal revenue code section 457(f). Provided President Lawrence is employed by the University, the University will credit a deferred compensation account each January 1. On January 1, 2014, the University credited $50,000 to 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. After service as president of the University for over 16 years, Dr. Jehuda Reinharz retired from that position at the end of 2010 and continues to fulfill specified duties as president emeritus and a faculty member. During his tenure, Dr. Reinharz participated in a nonqualified deferred compensation retirement arrangement under IRS Code Section 457(F), including a supplemental executive retirement plan (SERP), designed to provide the equivalent of a pension benefit upon termination of service as president. During calendar year 2014, Dr. Reinharz received a one-time payment of $4,088,614. The annual accrual for this amount was reported in prior years as deferred compensation and is being reported again on his Form W-2 and Schedule J, Part II, column (B)(iii). The total of the prior year accruals is reported on Schedule J, Part II, column (F) and should be subtracted from the total compensation reported in Schedule J, Part II, column (E) to arrive at the true total compensation for services provided to Brandeis for the reporting year.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY - SERIES N
A04343181457589RZB82008-08-06$48,160,410CONSTRUCTION OF BUILDINGSfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY - SERIES 0
B04343181457583RW922010-03-09$188,794,806CONSTRUCTION, REFUND '98 BONDfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY - 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$0$0$48,160,410$0$6,802,005$0$559,405$0$0$40,000,000$799,000$02009falsefalseYes (true)Yes (true)
B$0$0$188,794,806$0$0$0$1,501,706$0$6,500,000$180,793,100$0$02010Yes (true)falseYes (true)Yes (true)
C$0$0$36,500,000$0$177,915$0$403,800$0$0$14,858,872$21,059,413$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 OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalsefalseYes (true)false0.022300.02230falsefalsefalseYes (true)
BfalsefalsefalseYes (true)false0.017700.01770falsefalsefalseYes (true)
Cfalsefalsefalsefalsefalse0.011100.01110falsefalsefalseYes (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 2C:ARBITRAGE REBATE COMPUTATIONS: THE ARBITRAGE REBATE COMPUTATIONS FOR THE 2008, 2010 AND 2013 BONDS WERE PREFORMED ON OCTOBER 18, 2013, AUGUST 8, 2013 AND SEPTEMBER 30, 2014 RESPECTIVELY.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMARGOT T DAVISPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF TRUSTEE J DAVISRelationshipDescriptionTxt
Transaction$65,346TransactionAmt
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 $65,346. 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
Contribution9ContributionCnt
Noncash Contributions Rpt F990$242,002NoncashContributionsRptF990Amt
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
Contribution131ContributionCnt
Noncash Contributions Rpt F990$4,801,574NoncashContributionsRptF990Amt
Method Of Determining RevenuesAverage of High LowMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Musical Instrument1$12,500Appraisal
Yes (X)Massage Chair1$1,500Fair Market Value
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
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 numbers reported in this column indicate the number of contributions 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, 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, capable of promoting their own welfare, yet 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 Senior management 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 senior management and incorporated into the return, as appropriate. For fiscal year 2015, 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 senior management 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. 2014 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 Massachusetts Attorney General.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (680,975) ------------ TOTAL: (680,975)

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