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BRANDEIS UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201501339349304170
Schema version
2013v4.0
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)
Return2015-05-13T14:42:04-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 STATE STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brandeis UniversityBusinessNameLine1
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 9110AddressLine1
Address Line2Suite MS 110AddressLine2
CityWalthamCity
StateMAState
ZIP Code024549110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIANNE CWALINAPersonNm
Person TitleSVP & TreasurerPersonTitleTxt
Phone6177237900PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert J Butler JrPreparerPersonNm
PTINP00037953PTIN
Phone6177237900PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFREDERICK LAWRENCEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1415 SOUTH STREETAddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02454ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$631,290,843GrossReceiptsAmt
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 Body42VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee5447TotalEmployeeCnt
Total Volunteers2871TotalVolunteersCnt
Total Gross UBI$3,317,030TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$998,397NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,638,176PYContributionsGrantsAmt
CY Contributions Grants$41,087,158CYContributionsGrantsAmt
PY Program Service Revenue$318,327,793PYProgramServiceRevenueAmt
CY Program Service Revenue$331,935,378CYProgramServiceRevenueAmt
PY Investment Income$42,716,679PYInvestmentIncomeAmt
CY Investment Income$69,635,455CYInvestmentIncomeAmt
PY Other Revenue$3,326,014PYOtherRevenueAmt
CY Other Revenue$2,944,268CYOtherRevenueAmt
PY Total Revenue$398,008,662PYTotalRevenueAmt
CY Total Revenue$445,602,259CYTotalRevenueAmt
PY Grants And Similar Paid$86,559,395PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$91,655,188CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$172,957,265PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$183,592,883CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,658,032CYTotalFundraisingExpenseAmt
PY Other Expenses$137,977,796PYOtherExpensesAmt
CY Other Expenses$140,926,954CYOtherExpensesAmt
PY Total Expenses$397,494,456PYTotalExpensesAmt
CY Total Expenses$416,175,025CYTotalExpensesAmt
PY Revenues Less Expenses$514,206PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,427,234CYRevenuesLessExpensesAmt
Total Assets BOY$1,248,423,585TotalAssetsBOYAmt
Total Assets EOY$1,364,970,073TotalAssetsEOYAmt
Total Liabilities BOY$326,545,272TotalLiabilitiesBOYAmt
Total Liabilities EOY$348,472,681TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$921,878,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,016,497,392NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAs a research university, Brandeis is dedicated to the advancement of the humanities, arts and social, natural and physical sciences. As a liberal arts college, Brandeis affirms the importance of a broad and critical education in enriching the lives of students.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$276,019,975ExpenseAmt
Grant$89,109,598GrantAmt
Revenue$236,838,095RevenueAmt
DescInstructional and Academic Support: Brandeis University is a rare combination of a liberal arts college and a global research university. Our student body number is 5,400, which includes 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$52,789,514ExpenseAmt
Grant$2,545,590GrantAmt
Revenue$61,543,721RevenueAmt
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$33,913,769ExpenseAmt
Grant$0GrantAmt
Revenue$33,912,536RevenueAmt
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$362,723,258TotalProgramServiceExpensesAmt
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 OrgYes (true)MoreThan5000KToOrgInd
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 EntYes (true)BusinessRlnWithOfficerEntInd
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 Document7373IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5447EmployeeCnt
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
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 ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
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 STREETAddressLine1
CityWalthamCity
StateMAState
ZIP Code02453ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 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)
JONATHAN G DAVIS
TRUSTEE - VICE CHAIR2.00.0Yes (X)Yes (X)
JONATHON S JACOBSON
TRUSTEE - VICE CHAIR2.00.0Yes (X)Yes (X)
STEPHEN R REINER
TRUSTEE - SECRETARY2.00.0Yes (X)Yes (X)
BARBARA A MANDEL
TRUSTEE - TREASURER2.00.0Yes (X)Yes (X)
HENRY ABOODI
TRUSTEE1.00.0Yes (X)
ALLEN B ALTER
TRUSTEE1.00.0Yes (X)
LESLIE M ARONZON
TRUSTEE1.00.0Yes (X)
FRANCES BERMANZOHN
TRUSTEE1.00.0Yes (X)
DANIEL J ELKAIM
TRUSTEE1.00.0Yes (X)
JEFFREY S FLIER MD
TRUSTEE1.00.0Yes (X)
THOMAS L FRIEDMAN
TRUSTEE1.00.0Yes (X)
MICHAEL G FRIEZE
TRUSTEE1.00.0Yes (X)
LEONARD C GOODMAN
TRUSTEE1.00.0Yes (X)
PAUL S GROGAN
TRUSTEE1.00.0Yes (X)
MARTIN J GROSS
TRUSTEE1.00.0Yes (X)
JAMES HUMPHREYS
TRUSTEE1.00.0Yes (X)
DANIEL J JICK
TRUSTEE1.00.0Yes (X)
RONALD L KAISERMAN
TRUSTEE1.00.0Yes (X)
LAWRENCE S KANAREK
TRUSTEE1.00.0Yes (X)
STEPHEN B KAY
TRUSTEE1.00.0Yes (X)
DOLORES KOHL
TRUSTEE1.00.0Yes (X)
MEYER KOPLOW
TRUSTEE1.00.0Yes (X)
MICHAEL A KOSS
TRUSTEE1.00.0Yes (X)
LISA R KRANC
TRUSTEE1.00.0Yes (X)
JOYCE G KRASNOW
TRUSTEE1.00.0Yes (X)
GEORGE D KRUPP
TRUSTEE1.00.0Yes (X)
STUART LEWTAN
TRUSTEE1.00.0Yes (X)
OLAFUR J OLAFSSON
TRUSTEE1.00.0Yes (X)
LOUIS PERLMUTTER
TRUSTEE1.00.0Yes (X)
BRUCE G POLLACK
TRUSTEE1.00.0Yes (X)
LEONARD POTTER
TRUSTEE1.00.0Yes (X)
ADAM RIFKIN
TRUSTEE1.00.0Yes (X)
CAROL R SAIVETZ
TRUSTEE1.00.0Yes (X)
MICHAEL J SANDEL
TRUSTEE1.00.0Yes (X)
BARBARA Z SANDER
TRUSTEE1.00.0Yes (X)
CYNTHIA SHAPIRA
TRUSTEE1.00.0Yes (X)
MALCOLM L SHERMAN
TRUSTEE1.00.0Yes (X)
BARTON J WINOKUR
TRUSTEE1.00.0Yes (X)
RHONDA M ZINNER
TRUSTEE1.00.0Yes (X)
PAUL M ZLOTOFF
TRUSTEE1.00.0Yes (X)
FREDERICK LAWRENCE
PRESIDENT60.00.0Yes (X)Yes (X)$844,722$0$167,042
STEVEN GOLDSTEIN
PROVOST, CHIEF ACADEMIC OFF'R50.00.0Yes (X)$608,868$0$63,775
DAVID BUNIS
CHIEF OF STAFF & LEGAL OFFICER50.00.0Yes (X)$492,661$0$64,032
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER50.00.0Yes (X)$436,708$0$0
MARIANNE CWALINA
SVP for Finance and Treasurer50.00.0Yes (X)$266,307$0$47,504
CHRISTOPHER O'BRIEN
VICE PRESIDENT & TREASURER50.00.0Yes (X)$225,444$0$25,334
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT50.00.0$214,459$0$42,724Yes (X)
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT50.00.0$495,116$0$51,438Yes (X)
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER50.00.0$516,956$0$25,400Yes (X)
MARK COLLINS
SVP, ADMINISTRATION50.00.0$324,383$0$36,518Yes (X)
JUDITH SIZER
SVP, GEN. COUNSEL THRU 12/1350.00.0$233,392$0$28,585Yes (X)
ELLEN DE GRAFFENREID
SVP, COMM & EXTERNAL AFFAIRS50.00.0$186,999$0$37,891Yes (X)
JOHN UNSWORTH
VICE PROVOST, CHIEF INFO OFF'R50.00.0$274,854$0$47,913Yes (X)
STEVEN LOCKE
SVP, GEN. COUNSEL AS OF 1/1450.00.0$178,205$0$36,381Yes (X)
JEHUDA REINHARZ
FACULTY25.00.0$290,312$0$36,685Yes (X)
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL50.00.0$371,977$0$82,664Yes (X)
IRVING EPSTEIN
FACULTY50.00.0$306,314$0$29,502Yes (X)
EVE MARDER
FACULTY50.00.0$278,321$0$35,923Yes (X)
LISA LYNCH
DEAN, HELLER SCHOOL50.00.0$269,700$0$53,505Yes (X)
FRANCES DROLETTE
FORMER SVP, CFO50.00.0$351,965$0$22,160Yes (X)
JOHN HOSE
FORMER ASST. SEC OF THE CORP50.00.0$193,603$0$28,943Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,361,266TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$963,919TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K289IndivRcvdGreaterThan100KCnt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
GREENERU
ONE MOODY STREETWALTHAMMA02453SUSTAINABILITY$2,667,057
BOOZ ALLEN HAMILTON
PO BOX 8500 S-2725PHILADELPHIAPA19178SUBCONTRACT RESEARCH$1,543,838
DELOITTE CONSULTING LLP
PO BOX 7247-6447PHILADELPHIAPA19170CONSULTING$1,071,777
ISLAND PEER REVIEW ORGANIZATION
1979 MARCUS AVENUELAKE SUCCESSNY11042RESEARCH$934,963
BETH ISRAEL DEACONESS MEDICAL CENTE
109 BROOKLINE AVENUEBOSTONMA02215HEALTH SERVICES$900,988
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K130CntrctRcvdGreaterThan100KCnt
Membership Dues$305,667MembershipDuesAmt
Fundraising$230,174FundraisingAmt
All Other Contributions$40,551,317AllOtherContributionsAmt
Noncash Contributions$5,866,347NoncashContributionsAmt
Total Contributions$41,087,158TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION & FEES611710$228,754,160$228,754,160
AUXILIARIES721000$33,912,536$33,570,674$263,870$77,992
SPONSORED PROGRAMS611710$61,543,721$61,543,721
FOSTER BIO LAB621500$122,669$122,669
BRANDEIS NATIONAL COMMITTEE721000$1,655,990$1,655,990

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,946,302TotalRevenueColumnAmt
Related Or Exempt Func Income$5,943,002RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,300UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$331,935,378TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,137,468TotalRevenueColumnAmt
Unrelated Business Revenue-$406,056UnrelatedBusinessRevenueAmt
Exclusion$5,543,524ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,086,785TotalRevenueColumnAmt
Exclusion$1,086,785ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,498,509RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,498,509RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,498,509TotalRevenueColumnAmt
Unrelated Business Revenue$549,511UnrelatedBusinessRevenueAmt
Exclusion$948,998ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$249,887,840SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$185,389,854SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$64,497,986SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,497,987TotalRevenueColumnAmt
Unrelated Business Revenue$2,783,736UnrelatedBusinessRevenueAmt
Exclusion$61,714,251ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$298,730FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$230,174ContriRptFundraisingEventAmt
Fundraising Direct Expenses$298,730FundraisingDirectExpensesAmt

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$358,974TotalRevenueColumnAmt
Related Or Exempt Func Income$358,974RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$358,974OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$445,602,259TotalRevenueColumnAmt
Related Or Exempt Func Income$331,826,521RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,317,030UnrelatedBusinessRevenueAmt
Exclusion$69,371,550ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,472,748TotalAmt
Program Services$2,472,748ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$87,349,850TotalAmt
Program Services$87,349,850ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,832,590TotalAmt
Program Services$1,832,590ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,744,291TotalAmt
Program Services$772,573ProgramServicesAmt
Management And General$5,145,838ManagementAndGeneralAmt
Fundraising$825,880FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$391,853TotalAmt
Program Services$83,097ProgramServicesAmt
Management And General$308,756ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$142,530,321TotalAmt
Program Services$127,445,432ProgramServicesAmt
Management And General$9,406,243ManagementAndGeneralAmt
Fundraising$5,678,646FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,685,831TotalAmt
Program Services$7,750,638ProgramServicesAmt
Management And General$604,659ManagementAndGeneralAmt
Fundraising$330,534FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,494,540TotalAmt
Program Services$13,430,061ProgramServicesAmt
Management And General$1,400,087ManagementAndGeneralAmt
Fundraising$664,392FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,746,047TotalAmt
Program Services$8,531,548ProgramServicesAmt
Management And General$807,286ManagementAndGeneralAmt
Fundraising$407,213FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,010,162TotalAmt
Program Services$426,364ProgramServicesAmt
Management And General$583,798ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$372,774TotalAmt
Management And General$372,774ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,844TotalAmt
Program Services$1,844ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,147,657TotalAmt
Management And General$4,147,657ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,021,756TotalAmt
Program Services$4,722,969ProgramServicesAmt
Management And General$1,829,299ManagementAndGeneralAmt
Fundraising$469,488FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$634,435TotalAmt
Program Services$539,543ProgramServicesAmt
Management And General$73,390ManagementAndGeneralAmt
Fundraising$21,502FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,444,385TotalAmt
Program Services$8,727,404ProgramServicesAmt
Management And General$3,129,151ManagementAndGeneralAmt
Fundraising$587,830FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,669,184TotalAmt
Program Services$3,312,880ProgramServicesAmt
Management And General$1,306,432ManagementAndGeneralAmt
Fundraising$49,872FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,356,251TotalAmt
Program Services$15,499,132ProgramServicesAmt
Management And General$1,631,488ManagementAndGeneralAmt
Fundraising$225,631FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,508,449TotalAmt
Program Services$6,698,143ProgramServicesAmt
Management And General$579,658ManagementAndGeneralAmt
Fundraising$230,648FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,963,232TotalAmt
Program Services$690,782ProgramServicesAmt
Management And General$361,225ManagementAndGeneralAmt
Fundraising$911,225FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,641,391TotalAmt
Program Services$9,501,242ProgramServicesAmt
Management And General$998,988ManagementAndGeneralAmt
Fundraising$141,161FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,120,871TotalAmt
Program Services$22,429,349ProgramServicesAmt
Management And General$2,358,286ManagementAndGeneralAmt
Fundraising$333,236FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,523,012TotalAmt
Management And General$1,523,012ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$12,896,372$12,137,190$670,989$88,193
STIPENDS AND FELLOWSHIPS$9,856,099$9,856,099
STUDY ABROAD PAYMENTS$4,486,341$4,486,341
LIBRARY$4,198,850$4,129,172$62,181$7,497

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,073,889TotalAmt
Program Services$9,896,267ProgramServicesAmt
Management And General$4,492,538ManagementAndGeneralAmt
Fundraising$685,084FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$416,175,025TotalAmt
Program Services$362,723,258ProgramServicesAmt
Management And General$41,793,735ManagementAndGeneralAmt
Fundraising$11,658,032FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,429,793BOYAmt
EOY$1,252,931EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,667,699BOYAmt
EOY$43,251,950EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,090,794BOYAmt
EOY$32,484,460EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,264,648BOYAmt
EOY$14,843,852EOYAmt

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$14,316,885BOYAmt
EOY$14,761,021EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$689,296BOYAmt
EOY$582,442EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,951,910BOYAmt
EOY$6,325,158EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$668,432,673LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$326,643,800LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$344,974,859BOYAmt
EOY$341,788,873EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$796,496,348BOYAmt
EOY$887,722,070EOYAmt

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$13,541,353BOYAmt
EOY$21,957,316EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,248,423,585BOYAmt
EOY$1,364,970,073EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,462,340BOYAmt
EOY$30,920,358EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,277,484BOYAmt
EOY$25,453,538EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$249,235,565BOYAmt
EOY$257,856,262EOYAmt

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$7,935,984BOYAmt
EOY$5,820,401EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,633,899BOYAmt
EOY$28,422,122EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$326,545,272BOYAmt
EOY$348,472,681EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$158,201,109BOYAmt
EOY$159,609,631EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$217,865,420BOYAmt
EOY$296,808,794EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$545,811,784BOYAmt
EOY$560,078,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$921,878,313BOYAmt
EOY$1,016,497,392EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,248,423,585BOYAmt
EOY$1,364,970,073EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$29,427,234ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$66,445,482NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,253,637OtherChangesInNetAssetsAmt
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$35,752,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,970,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,465,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,638,176CurrentTaxYearMinus1YearAmt
Current Tax Year$41,087,158CurrentTaxYearAmt
Total$177,913,695TotalAmt

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$35,752,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,970,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,465,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,638,176CurrentTaxYearMinus1YearAmt
Current Tax Year$41,087,158CurrentTaxYearAmt
Total$177,913,695TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$31,285,812SubstantialContributorsTotAmt
Public Support Total170$146,627,883PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,952,979CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,870,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,573,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,898,746CurrentTaxYearMinus1YearAmt
Current Tax Year$7,912,198CurrentTaxYearAmt
Total$41,208,103TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$339,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$476,237CurrentTaxYearMinus1YearAmt
Current Tax Year$2,436,353CurrentTaxYearAmt
Total$3,252,530TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$334,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$300,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$348,678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$299,112CurrentTaxYearMinus1YearAmt
Current Tax Year$298,730CurrentTaxYearAmt
Total$1,581,004TotalAmt
FieldValueIRS element (for citing)
Total Support$223,955,332TotalSupportAmt
Gross Receipts Rltd Activities$1,521,269,921GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65472PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
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$1,844OtherActivitiesAmt
Total Lobbying Expenditures$1,844TotalLobbyingExpendituresAmt
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 Independent Colleges and Universities in Massachusetts and National Association of Independent Colleges and Universities. Membership fees to these organizations allocable to lobbying activities amounted to $1,844.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held15DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$300,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$316,450DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,036,195DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$558,516,000BeginningYearBalanceAmt
Contributions$16,165,000ContributionsAmt
Investment Earnings Or Losses$77,440,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,753,000GrantsOrScholarshipsAmt
Other Expenditures$21,471,000OtherExpendituresAmt
End Year Balance$619,897,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.61600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,032,086OtherCostOrOtherBasisAmt
Book Value$44,032,086BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$307,451,548OtherCostOrOtherBasisAmt
Depreciation$127,794,734DepreciationAmt
Book Value$179,656,814BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$176,277,952OtherCostOrOtherBasisAmt
Depreciation$125,636,238DepreciationAmt
Book Value$50,641,715BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,425,024OtherCostOrOtherBasisAmt
Depreciation$73,212,828DepreciationAmt
Book Value$57,212,196BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,246,062OtherCostOrOtherBasisAmt
Book Value$10,246,062BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$341,788,873TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$13,688,763
DEFERRED COMPENSATION AND SEVERANCE$2,193,596
ENVIRONMENTAL LIABILITY$6,458,081
REFUNDABLE STUDENT LOAN ADVANCES$6,081,682
FieldValueIRS element (for citing)
Total Liability$28,422,122TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$417,536,849TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$66,445,482NetUnrealizedGainsInvstAmt
Other Revenue-$90,363,235OtherRevenueAmt
Revenue Not Reported-$23,917,753RevenueNotReportedAmt
Revenue Subtotal$441,454,602RevenueSubtotalAmt
Investment Expenses Not Incld$4,147,657InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,147,657RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$445,602,259TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$322,917,770TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$322,917,770ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,147,657InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$89,109,598OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$93,257,255ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$416,175,025TotalExpensesPerForm990Amt

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 of collection items are recorded as revenue and purchases of collection items are recorded as nonoperating 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 dedicating 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 (89,109,598) NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,221,171) LOSS ON REFINANCING (712,118) CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS 812,260 ADJUSTMENT TO LOAN RESERVES (132,608) ----------- TOTAL: (90,363,235)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTSPART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT 89,109,598

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 Brandeis University is committed to providing its students, faculty and staff with an environment conducive to learning and working where all people are treated with respect and dignity. Toward that end, it is essential that Brandeis be free from discrimination and harassment on the basis of race, color, ancestry, religious creed, gender identity and expression, national or ethnic origin, sex, sexual orientation, age, genetic information, disability, Vietnam Era veteran, qualified special, disabled veteran or other eligible veteran status or any other category protected by law. It is the Universitys responsibility to help prevent harassment and discrimination from occurring, to pursue concerns of which it is aware, to objectively investigate concerns, and to take immediate and appropriate action to remedy issues of harassment and discrimination. Brandeis takes this responsibility seriously. Therefore, violations of this policy will not be tolerated and may result in corrective actions up to and including dismissal from school or release from employment.
FUNDS FROM GOVERNMENT AGENCIESPART I, LINE 6A The University received funds from various governmental agencies for the purpose of providing financial assistance to qualified recipients, to support sponsored research and the construction of educational faciliities.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY ABROAD$88,460
East Asia and the Pacific00Program ServicesSTUDY ABROAD$601,579
Europe (Including Iceland and Greenland)00Program ServicesSTUDY ABROAD$2,982,077
Middle East and North Africa00Program ServicesSTUDY ABROAD$134,814
North America00Program ServicesSTUDY ABROAD$8,901
Russia and the Newly Independent States00Program ServicesSTUDY ABROAD$23,712
South America00Program ServicesSTUDY ABROAD$288,141
South Asia00Program ServicesSTUDY ABROAD$111,450
Sub-Saharan Africa00Program ServicesSTUDY ABROAD$122,380
Europe (Including Iceland and Greenland)00Program ServicesCERN$379,094
South America00Program ServicesRESEARCH$72,842
Central America and the Caribbean00Investments$167,854,878
Europe (Including Iceland and Greenland)00Investments$35,250,684
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$207,919,012SubtotalSpentAmt
Total Spent$207,919,012TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AmericaRegionTxt
Purpose Of GrantRESEARCHPurposeOfGrantTxt
Cash Grant$72,842CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCentral America and the Caribbean2$33,580SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEast Asia and the Pacific21$254,295SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEurope (Including Iceland and Greenland)83$1,107,922SEE PART V
SCHOLARSHIP AND FINANCIAL AIDMiddle East and North Africa6$71,978SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth America14$181,577SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSouth Asia4$45,497SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa5$64,900SEE 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 (3 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.
PROCEDURE FOR MONITORING USE OF GRANTS TO GOVERNMENTAL AGENCIESThe 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.
MANNER OF CASH DISBURSEMENTPART III, COLUMN (E) Scholarships and financial aid to students are credited to each student's account and paid directly to the study abroad institutions.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1LUNCHEONNameOfEvent1Amt
Gross Receipts Event1$139,160GrossReceiptsEvent1Amt
Charitable Contri Event1$71,886CharitableContriEvent1Amt
Gross Revenue Event1$67,274GrossRevenueEvent1Amt
Rent Facility Costs Event1$19,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$36,501FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$11,773OtherDirectExpensesEvent1Amt
Name Of Event2LUNCHEONNameOfEvent2Amt
Gross Receipts Event2$34,310GrossReceiptsEvent2Amt
Charitable Contri Event2$3,723CharitableContriEvent2Amt
Gross Revenue Event2$30,587GrossRevenueEvent2Amt
Rent Facility Costs Event2$30,587RentFacilityCostsEvent2Amt
Other Events Total20OtherEventsTotalCnt
Gross Receipts Other Events$355,434GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$154,565CharitableContriOtherEventsAmt
Gross Revenue Other Events$200,869GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$64,711RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$106,430FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$29,728OthDirectExpnssOtherEventsAmt
Gross Receipts Total$528,904GrossReceiptsTotalAmt
Charitable Contributions Tot$230,174CharitableContributionsTotAmt
Gross Revenue Total Events$298,730GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$114,298RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$142,931FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$41,501OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$298,730DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BEDFORD VA RESEARCH CORPORATION
200 SPRINGS ROAD MS151BEDFORDMA01730043512440501(c)(3)$54,052RESEARCH
BOSTON UNIVERSITY
72 TYNG ROADTYNGSBOROMA01879042103547501(c)(3)$37,170RESEARCH
DUKE UNIVERSITY
PO BOX 651032CHARLOTTENC28265560532129501(c)(3)$150,265RESEARCH
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322580566256501(c)(3)$191,461RESEARCH
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAYTALLAHASSEEFL32306591961248115$77,418RESEARCH
HARVARD UNIVERSITY
HARVARD UNIVERSITYCAMBRIDGEMA02138042103580501(c)(3)$42,997RESEARCH
KENNELL AND ASSOCIATES INC
3130 FAIRVIEW PARK DRFALLS CHURCHVA22042541771141$54,733RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(c)(3)$74,117RESEARCH
MGH RESEARCH CORE FACILITIES
55 FRUIT STREETBOSTONMA02114041564655501(c)(3)$130,379RESEARCH
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA VEPALO ALTOCA94304770207331501(c)(3)$51,545RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
HARVARD UNIVERSITYCAMBRIDGEMA02138042103580501(c)(3)$549,893RESEARCH
STATE OF WASHINGTON
4500 10TH AVE SE MS 45330OLYMPIAWA98504999999999115$65,000RESEARCH
UNIVERSITY OF CALIFORNIA
4625 2ND AVENUESACRAMENTOCA95817943067788115$19,833RESEARCH
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144115$105,243RESEARCH
UNIVERSITY OF FLORIDA
123 GRINTER HALLGAINESVILLEFL32611596002052115$189,388RESEARCH
UNIVERSITY OF HOUSTON
4800 CALHOUN ROADHOUSTONTX77004746001399115$83,541RESEARCH
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREETCOLUMBIASC29208576001153115$24,340RESEARCH
UNIVERSITY OF TEXAS
10100 BURNET ROADAUSTINTX78758008618634115$81,278RESEARCH
GEORGE MASON UNIVERSITY
OFF OF STDT FINANCIAL AIDFAIRFAXVA22030540836354501(c)(3)$52,250RESEARCH
IJIS INSTITUTE
44983 KNOLL SQUAREASHBURNVA20147311783179501(c)(3)$279,035RESEARCH
BEYOND BENIGN
100 RESEARCH DRIVEWILMINGTONMA01887260791027501(c)(3)$25,000RESEARCH
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI02912050258809501(c)(3)$32,262RESEARCH
CARNEGIE MELLON UNIVERSITY
500 FORBES AVENUEPITTSBURGHPA15213250969449501(c)(3)$18,018RESEARCH
FRANKLIN W OLIN COLLEGE OF ENGINEERING
OFFICE OF SPONSORED PRGNEEDHAMMA02492061519057501(c)(3)$27,041RESEARCH
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104231352682501(c)(3)$57,972RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE FINANCIAL AID1964$57,314,215
MASTERS PROGRAM FINANCIAL AID881$14,884,873
DOCTORAL PROGRAM FINANCIAL AID548$12,302,246
CERTIFICATE PROGRAM FINANCIAL AID5$15,250
SPECIAL PROGRAM FINANCIAL AID75$1,411,340
TRAINEE GRANT202$1,285,511
TUITION DISCOUNT25$136,415

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
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
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 (21 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$709,821$0$50,000$0$84,901$0$75,500$0$94,037$0$1,014,259$0$0$0
STEVEN GOLDSTEIN
PROVOST, CHIEF ACADEMIC OFF'R$539,510$0$35,000$0$34,358$0$25,500$0$44,269$0$678,637$0$0$0
DAVID BUNIS
CHIEF OF STAFF & LEGAL OFFICER$461,350$0$0$0$31,311$0$25,500$0$40,609$0$558,770$0$0$0
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER$436,708$0$0$0$0$0$0$0$0$0$436,708$0$0$0
MARIANNE CWALINA
SVP for Finance and Treasurer$261,297$0$0$0$5,010$0$25,500$0$23,630$0$315,437$0$0$0
CHRISTOPHER O'BRIEN
VICE PRESIDENT & TREASURER$219,553$0$0$0$5,891$0$22,229$0$4,512$0$252,185$0$0$0
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT$213,160$0$0$0$1,299$0$17,893$0$26,248$0$258,600$0$0$0
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT$386,787$0$75,000$0$33,329$0$25,500$0$28,173$0$548,789$0$0$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER$390,000$0$115,000$0$11,956$0$20,400$0$6,917$0$544,273$0$0$0
MARK COLLINS
SVP, ADMINISTRATION$257,567$0$0$0$66,816$0$24,461$0$13,606$0$362,450$0$0$0
JUDITH SIZER
SVP, GEN. COUNSEL THRU 12/13$206,091$0$0$0$27,301$0$20,779$0$9,123$0$263,294$0$0$0
ELLEN DE GRAFFENREID
SVP, COMM & EXTERNAL AFFAIRS$185,418$0$0$0$1,581$0$15,568$0$23,167$0$225,734$0$0$0
JOHN UNSWORTH
VICE PROVOST, CHIEF INFO OFF'R$270,066$0$0$0$4,788$0$25,500$0$23,516$0$323,870$0$0$0
STEVEN LOCKE
SVP, GEN. COUNSEL AS OF 1/14$177,845$0$0$0$360$0$14,807$0$22,316$0$215,328$0$0$0
JEHUDA REINHARZ
FACULTY$282,419$0$0$0$7,893$0$25,500$0$11,185$0$326,997$0$0$0
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL$353,563$0$0$0$18,414$0$25,500$0$59,345$0$456,822$0$0$0
IRVING EPSTEIN
FACULTY$298,596$0$0$0$7,718$0$25,500$0$4,848$0$336,662$0$0$0
EVE MARDER
FACULTY$274,437$0$0$0$3,884$0$25,500$0$11,142$0$314,963$0$0$0
LISA LYNCH
DEAN, HELLER SCHOOL$264,829$0$0$0$4,871$0$25,500$0$46,296$0$341,496$0$0$0
FRANCES DROLETTE
FORMER SVP, CFO$0$0$0$0$351,965$0$0$0$22,160$0$374,125$0$0$0
JOHN HOSE
FORMER ASST. SEC OF THE CORP$91,310$0$0$0$102,293$0$14,845$0$14,098$0$222,546$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 2013, 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 Lawrence's wages during calendar year 2013 were increased to cover the taxes for housing allowance, housekeeping services, personal use of automobile, and moving expenses. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: The University provided President Lawrence with housing as a condition of his employment. The housing is within close proximity to 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 President Lawrence's taxable income under IRS Code Section 119 (d) and was included in his non taxable benefits amount reported on Schedule J, Part II, Column D. HEALTH OR SOCIAL CLUB DUES: According to the University policy, the University will reimburse certain senior management expenses. During calendar year 2013, the University provided health club due reimbursement to nine 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). 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. 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 PAYMENTThe 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, 2013. 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 a severance payment of $356,300, 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 postition on 6/30/13. As part of his separation agreement, Mr. Hose received a severance payment of $93,758, which was 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, 2013 the University credited President Lawrence's deferred compensation account $50,000. The amount is not vested or taxable and is included in Schedule J, Part II, Column C as deferred compensation. After serving 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. Dr. Reinharz participated in a nonqualified deferred compensation retirement arrangement under Internal Revenue Code Section 457(f), including a supplemental executive retirement plan (SERP), designed to provide the equivalent of a pension benefit upon termination of service. No amounts were vested or paid during calendar year 2013 under the deferred compensation agreement.

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$48,732,848$0$6,802,005$0$559,405$0$0$40,000,000$799,000$572,4382009falsefalseYes (true)Yes (true)
B$0$0$190,839,293$0$0$0$1,501,706$0$6,500,000$180,793,100$0$2,044,4872010Yes (true)falseYes (true)Yes (true)
C$0$0$36,798,216$0$0$0$403,050$0$0$36,096,950$0$298,2162014Yes (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)false0.008000.000000.00800falsefalsefalseYes (true)
BfalsefalsefalseYes (true)false0.007200.00720falsefalsefalseYes (true)
Cfalsefalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (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/BusinessNameLine1Gross 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 (3 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 II, LINE 12THE DIFFERENCE BETWEEN PART I COLUMN E AND PART II LINE 3 IS DUE TO ACCRUED INTEREST. THE ACCRUED INTEREST ON EACH OF THE BONDS LISTED IS AS FOLLOWS: SERIES N $572,438 SERIES O $2,044,487 SERIES P $298,216
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

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$74,029CashGrantAmt
Type Of AssistanceTUITION REMISSIONTypeOfAssistanceTxt
Assistance PurposeEDUCATIONAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
HIGHFIELDS CAPITAL LTD
J. JACOBSON - TRUSTEE$201,501INVESTMENT FEESfalse
MARGOT T DAVIS
SPOUSE OF TRUSTEE J DAVIS$73,017EMPLOYEE COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IVFormAndLineReferenceDesc
ExplanationThe University engages in activities, in the ordinary course of business, with organizations whose officers, directors or trustees may be officers, trustees, or family members of officers or trustees of the university, as follows: The University has invested in Highfields Capital LTD. Investment fund of which Jonathon S. Jacobson, trustee, is a partner. This investment was entered into at arm's length in the ordinary course of business prior to the election of Mr. Jacobson as a trustee. No additional funds have been contributed since Mr. Jacobson's election. 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 $73,017. 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
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,500,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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
Contribution115ContributionCnt
Noncash Contributions Rpt F990$2,242,347NoncashContributionsRptF990Amt
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 Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$116,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received2Form8283ReceivedCnt
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 (7 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.
CHANGES TO GOVERNING DOCUMENTSIn January 2014, by-laws of the University were amended to include a change regarding the review and approval of compensation of officers, trustees, and key employees. Through January, 2014, The Personnel, Compensation and Ethics Committee (The "PCEC") was authorized by the Board of Trustees to perform a direct review and approval of compensation. As of January 2014, the PCEC was dissolved and replaced by the Executive Committee of the Board of Trustees. The policies and procedures executed by the Executive Committee in the review of compensation reflect those previously performed by the PCEC. Compensation is then approved by a vote of the Board of Trustees upon recommendation from The Executive Committee.
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 2014, 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 Personnel, Compensation and Ethics Committee (The "PCEC"), 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 PCEC chair is responsible for deciding whether to submit the transaction or situation to the PCEC or the board for a determination. In addition, the University has established a separate conflict of interest policy for its employees. Under this policy, disclosure forms are completed annually by all senior officers, the President's cabinet, Department chairs, heads of centers and institutes, principal investigators, and other designated senior officials and financial personnel. Persons with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.
COMPENSATION POLICYFORM 990, PART VI, SECTION B, LINE 15B The University is committed to attracting, retaining, and motivating qualified employees, relating compensation to performance, promoting an equitable relationship between compensation and responsibility and ensuring compliance with law and regulation. This process is the foundation of all hiring, annual performance evaluations and salary adjustments. Through January, 2014, The Personnel, Compensation and Ethics Committee (The "PCEC") was 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 PCEC utilized 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. 2013 Compensation as reported on Form 990 Part VII and Schedule J Part II was subject to the direct review and approval of the PCEC. As of January 2014, the PCEC was dissolved and replaced by the Executive Committee of the Board of Trustees. The policies and procedures executed by the Executive Committee in the review of compensation reflect those previously performed by the PCEC. Compensation is then approved by a vote of the Board of Trustees upon recommendation from The Executive Committee.
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 (1,221,171) LOSS ON REFINANCING (712,118) CHANGE IN VALUE OF FUNDS HELD IN TRUST BY OTHERS 812,260 ADJUSTMENT TO LOAN RESERVES (132,608) ------------ TOTAL: (1,253,637)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (16)BusinessNameLine1

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
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