BRANDEIS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRANDEIS UNIVERSITY (EIN 04-2103552)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349302337
- Schema version
- 2011v1.5
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:47:40-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103552 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brandeis University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARIANNE CWALINA SVP & CFO | InCareOfName |
| Name Control | BRAN | NameControl |
| Phone | 7817362000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9110 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 024549110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marianne Cwalina | Name |
| Title | Senior VP & CFO | Title |
| Date Signed | 2013-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FREDERICK LAWRENCE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 SOUTH STREET | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02454 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 514112459 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRANDEIS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | BRANDEIS UNIVERSITY IS AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5219 | TotalNbrEmployees |
| Total Nbr Volunteers | 2223 | TotalNbrVolunteers |
| Total Gross UBI | 382973 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -365872 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 28970389 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38465958 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 290305941 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 308436909 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 25680133 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14337030 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3095169 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2711694 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 348051632 | TotalRevenuePriorYear |
| Total Revenue Current Year | 363951591 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 77952528 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 86311234 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 160051028 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 163045041 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10788185 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 129863219 | OtherExpensePriorYear |
| Other Expenses Current Year | 131588453 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 367866775 | TotalExpensesPriorYear |
| Total Expenses Current Year | 380944728 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -19815143 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16993137 | RevenuesLessExpensesCY |
| Total Assets BOY | 1227577913 | TotalAssetsBOY |
| Total Assets EOY | 1179085690 | TotalAssetsEOY |
| Total Liabilities BOY | 345446505 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 335062622 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 882131408 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 844023068 | NetAssetsOrFundBalancesEOY |
| Mission Description | BRANDEIS UNIVERSITY IS AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 256757703 | Expense |
| Grants | 84234878 | Grants |
| Revenue | 213394155 | Revenue |
| Description | Brandeis University is a rare combination of a liberal arts college and a global research university. Our student body numbers 5,000, including undergraduates 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, internships and other forms of experiential learning. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46516456 | Expense |
| Grants | 2076356 | Grants |
| Revenue | 63817278 | Revenue |
| Description | Sponsored Programs include various research and instructional programs funded by external parties, including the Federal government, foreign and state governments and private foundations and corporations. Brandeis research is at the heart of many societal, artistic, intellectual and scientific advances. Research at Brandeis is interdisciplinary, bold and collaborative. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34510667 | Expense |
| Grants | 0 | Grants |
| Revenue | 31647950 | Revenue |
| Description | Auxiliary Enterprises: Brandeis University serves the needs and interests of students and has broad responsibility for the services and activities that enhance the quality of student 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 337784826 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6557 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5219 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARIANNE CWALINA SVP CFO | NamePerson |
| Telephone Number | 7817362000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 SOUTH STREET | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MALCOLM L SHERMAN | ||||||||
| TRUSTEE - CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| JONATHAN G DAVIS | ||||||||
| TRUSTEE - VICE CHAIR ELECT | 2.0 | X | 0 | 0 | 0 | |||
| JONATHON S JACOBSON | ||||||||
| TRUSTEE - VICE CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| MARTIN J GROSS | ||||||||
| TRUSTEE - SECRETARY | 2.0 | X | 0 | 0 | 0 | |||
| BARBARA A MANDEL | ||||||||
| TRUSTEE - TREASURER | 2.0 | X | 0 | 0 | 0 | |||
| HENRY ABOODI | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALLEN B ALTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LEONARD J ASPER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FRANCES BERMANZOHN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| D RONALD DANIEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DONALD G DRAPKIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL J ELKAIM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS L FRIEDMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS P GLYNN PHD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| SYLVIA HASSENFELD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES HUMPHREYS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL J JICK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH S KAISERMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LAWRENCE S KANAREK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ELLEN LASHER KAPLAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| STEPHEN B KAY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DOLORES KOHL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MEYER KOPLOW | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL KOSS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JEANETTE LERMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STUART LEWTAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WALTER S MOSSBERG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LESLIE PEARLSTEIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LOUIS PERLMUTTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRUCE G POLLACK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LEONARD POTTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RONALD A RATNER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| STEPHEN R REINER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ADAM RIFKIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| E JOHN ROSENWALD JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL J SANDEL | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT SHAPIRO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PERRY TRAQUINA | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| LINDA WHITLOCK | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BARTON J WINOKUR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RHONDA M ZINNER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAUL M ZLOTOFF | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FREDERICK M LAWRENCE | ||||||||
| PRESIDENT | 60.0 | X | 705843 | 0 | 37755 | X | ||
| STEVEN GOLDSTEIN | ||||||||
| PROVOST, CHIEF ACADEMIC OFF'R | 50.0 | 236915 | 0 | 22085 | X | |||
| DAVID BUNIS | ||||||||
| SVP, CHIEF OF STAFF | 50.0 | 467263 | 0 | 1795 | X | |||
| MARTHA KRAUSS | ||||||||
| PROVOST, SVP | 50.0 | 234112 | 0 | 34277 | X | |||
| FRANCES DROLETTE | ||||||||
| SVP, FINANCE & ADMIN, CFO | 50.0 | 328809 | 0 | 39755 | X | |||
| CHRISTOPHER O'BRIEN | ||||||||
| VP FINANCE & TREASURER | 50.0 | 212460 | 0 | 21611 | X | |||
| JOHN HOSE | ||||||||
| ASST. SECRETARY OF THE CORP | 50.0 | 184087 | 0 | 32006 | X | |||
| NANCY WINSHIP | ||||||||
| SVP, INSTITUTIONAL ADVANCEMENT | 50.0 | 406520 | 0 | 66442 | X | |||
| NICHOLAS WARREN | ||||||||
| CHIEF INVESTMENT OFFICER | 50.0 | 434860 | 0 | 0 | X | |||
| MARK COLLINS | ||||||||
| SVP, ADMINISTRATION | 50.0 | 286349 | 0 | 24631 | X | |||
| JUDITH SIZER | ||||||||
| SVP, GENERAL COUNSEL | 50.0 | 198930 | 0 | 25543 | X | |||
| ANDREW GULLY | ||||||||
| SVP, COMM & EXTERNAL AFFAIRS | 50.0 | 271780 | 0 | 38254 | X | |||
| JEHUDA REINHARZ | ||||||||
| PRESIDENT EMERITUS/FACULTY | 50.0 | 591253 | 0 | 30143 | X | |||
| BRUCE MAGID | ||||||||
| DEAN, INT'L BUSINESS SCHOOL | 50.0 | 359650 | 0 | 52948 | X | |||
| IRVING EPSTEIN | ||||||||
| FACULTY | 50.0 | 276881 | 0 | 25367 | X | |||
| EVE MARDER | ||||||||
| FACULTY | 50.0 | 261957 | 0 | 30143 | X | |||
| LISA LYNCH | ||||||||
| DEAN, HELLER SCHOOL | 50.0 | 243788 | 0 | 37757 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5701457 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 520512 | TotalOtherCompensation |
| Number Individuals GT100 K | 266 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BAUPOST GROUP LLC | |||||
| 10 ST JAMES AVENUE SUITE 1700 | BOSTON | MA | 02116 | INVESTMENT MNGT. | 1038141 |
| BETH ISRAEL DEACONESS MEDICAL CENTE | |||||
| 109 BROOKLINE AVE | BOSTON | MA | 02215 | HEALTH SERVICES | 1008489 |
| MINTZ LEVIN | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02110 | LEGAL SERVICES | 576205 |
| MATHEMATICA POLICY RESEARCH | |||||
| PO BOX 2393 | PRINCETON | NJ | 085432393 | RESEARCH SERVICE | 516279 |
| ELIOTT MANAGEMENT CORPORATION | |||||
| 40W 57TH ST | NEW YORK | NY | 10019 | INVESTMENT MNGT | 485566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 146 | NumberOfContractorsGT100K |
| Membership Dues | 332377 | MembershipDues |
| Fundraising Events | 229317 | FundraisingEvents |
| Government Grants | 111667 | GovernmentGrants |
| All Other Contributions | 37792597 | AllOtherContributions |
| Noncash Contributions | 1806319 | NoncashContributions |
| Total Contributions | 38465958 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION & FEES | 611710 | 206970680 | 206970680 | ||
| AUXILIARIES | 721000 | 31647950 | 31272556 | 263888 | $111,506 |
| SPONSORED PROGRAMS | 611710 | 63817279 | 63817279 | ||
| FOSTER BIO LAB | 621500 | 239720 | 239720 | ||
| BRANDEIS NATIONAL COMMITTEE | 721000 | 1688313 | 1688313 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4072967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4070267 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2700 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 308436909 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5553730 | TotalRevenueColumn |
| Unrelated Business Revenue | -980180 | UnrelatedBusinessRevenue |
| Exclusion | $6,533,910 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 806708 | TotalRevenueColumn |
| Exclusion | $806,708 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1650106 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1650106 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1650106 | TotalRevenueColumn |
| Unrelated Business Revenue | 417125 | UnrelatedBusinessRevenue |
| Exclusion | $1,232,981 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158595490 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 149812190 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8783300 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8783300 | TotalRevenueColumn |
| Unrelated Business Revenue | 439720 | UnrelatedBusinessRevenue |
| Exclusion | $8,343,580 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 348678 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 229317 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 348678 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 254880 | TotalRevenueColumn |
| Related Or Exempt Function Income | 254880 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 254880 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 363951591 | TotalRevenueColumn |
| Related Or Exempt Function Income | 308073975 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 382973 | UnrelatedBusinessRevenue |
| Exclusion | $17,028,685 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2043870 | Total |
| Program Services | 2043870 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82925016 | Total |
| Program Services | 82925016 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342348 | Total |
| Program Services | 1342348 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4340400 | Total |
| Program Services | 398840 | ProgramServices |
| Management And General | 3227045 | ManagementAndGeneral |
| Fundraising | 714515 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241045 | Total |
| Program Services | 139812 | ProgramServices |
| Management And General | 101233 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129874305 | Total |
| Program Services | 114022535 | ProgramServices |
| Management And General | 10616411 | ManagementAndGeneral |
| Fundraising | 5235359 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4284945 | Total |
| Program Services | 3824768 | ProgramServices |
| Management And General | 297024 | ManagementAndGeneral |
| Fundraising | 163153 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15202143 | Total |
| Program Services | 13102241 | ProgramServices |
| Management And General | 1477751 | ManagementAndGeneral |
| Fundraising | 622151 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9102203 | Total |
| Program Services | 7774524 | ProgramServices |
| Management And General | 929447 | ManagementAndGeneral |
| Fundraising | 398232 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1173277 | Total |
| Program Services | 376651 | ProgramServices |
| Management And General | 796626 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 235000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2989 | Total |
| Program Services | 2989 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2449110 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2449110 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5005586 | Total |
| Program Services | 4468625 | ProgramServices |
| Management And General | 423321 | ManagementAndGeneral |
| Fundraising | 113640 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793174 | Total |
| Program Services | 780312 | ProgramServices |
| Management And General | 8679 | ManagementAndGeneral |
| Fundraising | 4183 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12070634 | Total |
| Program Services | 8475741 | ProgramServices |
| Management And General | 2827071 | ManagementAndGeneral |
| Fundraising | 767822 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4114395 | Total |
| Program Services | 3065918 | ProgramServices |
| Management And General | 1013098 | ManagementAndGeneral |
| Fundraising | 35379 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20539363 | Total |
| Program Services | 18989956 | ProgramServices |
| Management And General | 1232362 | ManagementAndGeneral |
| Fundraising | 317045 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7084064 | Total |
| Program Services | 6097489 | ProgramServices |
| Management And General | 653549 | ManagementAndGeneral |
| Fundraising | 333026 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1919723 | Total |
| Program Services | 636005 | ProgramServices |
| Management And General | 451368 | ManagementAndGeneral |
| Fundraising | 832350 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10966666 | Total |
| Program Services | 9766626 | ProgramServices |
| Management And General | 1051464 | ManagementAndGeneral |
| Fundraising | 148576 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22384219 | Total |
| Program Services | 19985909 | ProgramServices |
| Management And General | 2101376 | ManagementAndGeneral |
| Fundraising | 296934 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142034 | Total |
| Program Services | 2050 | ProgramServices |
| Management And General | 1139984 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING SERVICES | 12102111 | 11409043 | 582357 | 110711 |
| STIPENDS AND FELLOWSHIPS | 9916824 | 9916824 | 0 | 0 |
| STUDY ABROAD | 3333761 | 3333761 | 0 | 0 |
| LIBRARY | 3633197 | 3612628 | 5678 | 14891 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12722326 | Total |
| Program Services | 11290345 | ProgramServices |
| Management And General | 751763 | ManagementAndGeneral |
| Fundraising | 680218 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380944728 | Total |
| Program Services | 337784826 | ProgramServices |
| Management And General | 32371717 | ManagementAndGeneral |
| Fundraising | 10788185 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5588897 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37777188 | BOY |
| EOY | 29084903 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44002271 | BOY |
| EOY | 38528416 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11408221 | BOY |
| EOY | 13090370 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13692273 | BOY |
| EOY | 13447585 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594787 | BOY |
| EOY | 568406 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2902787 | BOY |
| EOY | 4286325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 633421394 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 279023776 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358182733 | BOY |
| EOY | 354397618 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736443781 | BOY |
| EOY | 706289113 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22573872 | BOY |
| EOY | 13804057 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227577913 | BOY |
| EOY | 1179085690 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38068066 | BOY |
| EOY | 34341111 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14527087 | BOY |
| EOY | 16329289 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261453579 | BOY |
| EOY | 255587721 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14247660 | BOY |
| EOY | 11060617 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17150113 | BOY |
| EOY | 17743884 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345446505 | BOY |
| EOY | 335062622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161836130 | BOY |
| EOY | 142539735 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204159976 | BOY |
| EOY | 170311991 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516135302 | BOY |
| EOY | 531171342 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882131408 | BOY |
| EOY | 844023068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227577913 | BOY |
| EOY | 1179085690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -16993137 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -21115203 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,989 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2989 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY | Identifier |
| Return Reference | PART II-B, LINE 1I | ReturnReference |
| Explanation | The University is a member of various national and state organizations, such as Association of American Universities and Association of Independent Colleges and Universities in Massachusetts. Membership fees to these organizations allocable to lobbying activities amounted to $2,989. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 17 | NumberDAFsHeld |
| Donor Advised Contributions | 1063980 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1003150 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1051372 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 703665944 | BeginningOfYearBalance |
| Contributions | 18097358 | Contributions |
| Investment Earnings Or Losses | -11665134 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11594796 | GrantsOrScholarships |
| Other Expenditures | 23981507 | OtherExpenditures |
| End Of Year Balance | 674521865 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 619897000 | BeginningOfYearBalance |
| Contributions | 16645427 | Contributions |
| Investment Earnings Or Losses | 98208640 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9358751 | GrantsOrScholarships |
| Other Expenditures | 21726372 | OtherExpenditures |
| End Of Year Balance | 703665944 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 558516000 | BeginningOfYearBalance |
| Contributions | 16165000 | Contributions |
| Investment Earnings Or Losses | 77440000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10753000 | GrantsOrScholarships |
| Other Expenditures | 21471000 | OtherExpenditures |
| End Of Year Balance | 619897000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 712132000 | BeginningOfYearBalance |
| Contributions | 14189000 | Contributions |
| Investment Earnings Or Losses | -126913000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9694000 | GrantsOrScholarships |
| Other Expenditures | 31198000 | OtherExpenditures |
| End Of Year Balance | 558516000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42193728 | OtherCostOrOtherBasis |
| Book Value | 42193728 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 338618513 | OtherCostOrOtherBasis |
| Depreciation | 119741361 | Depreciation |
| Book Value | 218877152 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 173088170 | OtherCostOrOtherBasis |
| Depreciation | 108172148 | Depreciation |
| Book Value | 64916022 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79520982 | OtherCostOrOtherBasis |
| Depreciation | 51110267 | Depreciation |
| Book Value | 28410715 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 354397617 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED LIABILITY TO ANNUITANTS | $11,643,745 |
| REFUNDABLE STUDENT LOAN ADVANCES | $6,100,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17743884 | TotalOfAmounts |
| Total Revenue | 363951591 | TotalRevenue |
| Total Expenses | 380944728 | TotalExpenses |
| Excess Or Deficit For Year | -16993137 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -18788684 | NetUnrealizedGLOnInvestments |
| Other | -$2,326,520 | OtherAmount |
| Total Adjustments | -21115204 | TotalAdjustments |
| Excess Or Deficit Per FS | -38108341 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 256152398 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -18788684 | NetUnrealizedGainsInvestments |
| Other Revenues | -86561399 | OtherRevenues |
| Revenue Not Rptd F990 | -105350083 | RevenueNotRptdF990 |
| Revenue Subtotal | 361502481 | RevenueSubtotal |
| Investment Expenses Not Included | 2449110 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2449110 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 363951591 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 294260739 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 294260739 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2449110 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 84234879 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 86683989 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 380944728 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS OF ART | PART III, LINE 1: AUDITED FINANCIAL STATEMENT FOOTNOTE 1(N) | 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 4 Founded in 1961, The Rose Art Museum (The Rose) is an integral part of Brandeis University. The Rose is an educational and cultural museum 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 FUNDS | PART V, LINE 4 | Brandeis University's endowment and quasi-endowment consists of approximately 1,800 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. |
| OTHER DECREASES IN FUND BALANCES | PART XI, LINE 8 | NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,601,798) CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS (517,787) ADJUSTMENT TO LOAN RESERVES (206,935) ----------- TOTAL: (2,326,520) |
| OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN | PART XII, LINE 2D | UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT (84,234,879) NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,601,798) CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS (517,787) ADJUSTMENT TO LOAN RESERVES (206,935) ----------- TOTAL: (86,561,399) |
| OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS | PART XIII, LINE 4B | UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT 84,234,879 |
| FIN 48 (ASC 740) FOOTNOTE | PART X, LINE 2 | The University is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The University is required to assess uncertain tax position and has determined that there were no such positions that would jeopardize its tax-exempt status or have a material effect on the financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONDISCRIMINATION POLICY | PART I, LINE 3 | One of the pillars upon which Brandeis is built, carried out in writing and action, is welcoming students, teachers, staff and community members of every 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. Brandeis University consistently makes our racially nondiscriminatory policy known to all segments of the general community served by the school through notices, orientations, and other media. Our policies are made available on www.brandeis.edu. |
| FUNDS FROM GOVERNMENT AGENCIES | PART I, LINE 6A | The University received funds from various governmental agencies for the purpose of providing financial assistance to qualified recipients, to support sponsored research and the construction of educational facilities. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | STUDY ABROAD | 27415 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD | 455451 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY ABROAD | 1903401 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDY ABROAD | 252699 |
| North America | 0 | 0 | Program Services | STUDY ABROAD | 8612 |
| South America | 0 | 0 | Program Services | STUDY ABROAD | 262568 |
| South Asia | 0 | 0 | Program Services | STUDY ABROAD | 41432 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDY ABROAD | 174739 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | CERN | 1413895 |
| South America | 0 | 0 | Program Services | RESEARCH | 32486 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 4157440 | |
| Central America and the Caribbean | 0 | 0 | Investments | 193093625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 201823763 | SubtotalAmountSpent |
| Total Amount Spent | 201823763 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | South America | Region |
| Amount Of Cash Grant | 32486 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP AND FINANCIAL AID | East Asia/Pacific | 23 | 272783 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | Europe/Iceland/Greenland | 60 | 674997 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | Middle East/North Africa | 13 | 113985 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | North America | 1 | 8612 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | South America | 15 | 138125 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | South Asia | 2 | 16135 | SEE PART V |
| SCHOLARSHIP AND FINANCIAL AID | Sub-Saharan Africa | 10 | 85225 | SEE PART V |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALS | Part I, line 2 | Brandeis University provides grants and scholarships to students that are studying abroad. The University ensures that such grants and other assistance are used for study abroad purposes or are not otherwise diverted from the intended use by directly applying the grants and assistance to the study abroad institutions. |
| PROCEDURE OF MONITORING USE OF GRANTS TO GOVERNMENTAL AGENCIES | PART 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. |
| MANNER OF CASH DISBURSEMENT | PART 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 79219 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 21038 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 58181 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 45165 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13016 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BOOK SALE | NameOfEvent2 |
| Gross Receipts Event2 | 47094 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 18082 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29012 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 29012 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 26 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 451682 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 190197 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 261485 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 88676 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 140404 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 32405 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 577995 | GrossReceiptsTotal |
| Charitable Contributions Total | 229317 | CharitableContributionsTotal |
| Gross Revenue Total Events | 348678 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 88676 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 185569 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 74433 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 348678 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|
| BOOZ ALLEN HAMILTON | ||||||
| 8283 GREENSBORO DRIVE | MCLEAN | VA | 22102 | 362513626 | 154005 | |
| BOSTON UNIVERSITY | ||||||
| 72 TYNG ROAD | TYNGSBORO | MA | 01879 | 042103547 | 83522 | 501(C)(3) |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||
| PO BOX 3714 | BOSTON | MA | 02241 | 042312909 | 77883 | 501(C)(3) |
| BROWN UNIVERSITY | ||||||
| PO BOX 1839 | PROVIDENCE | RI | 029121839 | 050258809 | 55978 | 501(C)(3) |
| DUKE UNIVERSITY | ||||||
| PO BOX 651032 | CHARLOTTE | NC | 28265 | 560532129 | 231014 | 501(C)(3) |
| EMORY UNIVERSITY | ||||||
| 4TH FL MS 1599-001-1BH | ATLANTA | GA | 30322 | 580566256 | 61401 | 501(C)(3) |
| FLORIDA STATE UNIVERSITY | ||||||
| 874 TRADITIONS WAY | TALLAHASSEE | FL | 323064166 | 591961248 | 39230 | 501(C)(3) |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING | ||||||
| OFFICE OF SPONSORED PROGRAMS | NEEDHAM | MA | 02492 | 061519057 | 36340 | 501(C)(3) |
| GEORGE MASON UNIVERSITY | ||||||
| OFFICE OF STUDENT FINANCIAL AID | FAIRFAX | VA | 220304444 | 540836354 | 29374 | 501(C)(3) |
| HARVARD UNIVERSITY | ||||||
| HOLYOKE CENTER ROOM 600 | CAMBRIDGE | MA | 02138 | 042103580 | 76613 | 501(C)(3) |
| HUMAN SERVICES RESEARCH INSTITUTE | ||||||
| 2336 MASSACHUSETTS AVE | BOSTON | MA | 02140 | 521039368 | 5350 | 501(C)(3) |
| IJIS INSTITUTE | ||||||
| 44983 KNOLL SQUARE | ASHBURN | VA | 20147 | 311783179 | 292866 | 501(C)(3) |
| KENNELL AND ASSOCIATES INC | ||||||
| 3130 FAIRVIEW PARK DR STE 450 | FALLS CHURCH | VA | 220424504 | 541771141 | 65926 | 501(C)(3) |
| OCCUPATIONAL THERAPY ASSOCIATES | ||||||
| 124 WATERTOWN STREET | WATERTOWN | MA | 02472 | 781720834 | 45658 | 501(C)(3) |
| PUBLIC HEALTH INSTITUTE | ||||||
| 555 12TH STREET 10/F | OAKLAND | CA | 946074046 | 941646278 | 11084 | 501(C)(3) |
| STANFORD UNIVERSITY | ||||||
| CECIL H GREEN LIBRARY | STANFORD | CA | 943056004 | 941156365 | 85057 | 501(C)(3) |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||
| 3089 WOLVERINE TOWER | ANN ARBOR | MI | 48109 | 386006309 | 29435 | 501(C)(3) |
| THE SCHEPENS EYE RESEARCH INSTITUTE | ||||||
| 20 STANFORD STREET | BOSTON | MA | 02114 | 042129889 | 31969 | 501(C)(3) |
| UGA RESEARCH FOUNDATION | ||||||
| 475 N LUMPKIN STREET | ATHENS | GA | 306025333 | 581353149 | 11552 | 501(C)(3) |
| UNIVERSITY OF HOUSTON | ||||||
| 4800 CALHOUN ROAD | HOUSTON | TX | 77004 | 746001399 | 9475 | 501(C)(3) |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||
| 440 W FRANKLIN ST | CHAPEL HILL | NC | 275991220 | 003203213 | 10145 | 501(C)(3) |
| UNIVERSITY OF PITTSBURGH | ||||||
| 3109 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 84038 | 501(C)(3) |
| UNIVERSITY OF TEXAS | ||||||
| 10100 BURNET ROAD | AUSTIN | TX | 78758 | 008618634 | 88838 | 501(C)(3) |
| UNIVERSITY OF VIRGINIA | ||||||
| 1400 UNIVERSITY AVE | CHARLOTTESVILLE | VA | 22903 | 546001796 | 363176 | 501(C)(3) |
| UNIVERSITY OF WISCONSIN SYSTEMS | ||||||
| 1220 LINDEN DRIVE | MADISON | WI | 53706 | 396006492 | 16090 | 501(C)(3) |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818289 | 076572965 | 44037 | 501(C)(3) |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS - UNDERGRADUATE | 1979 | 57035139 |
| FINANCIAL AID - MASTERS PROGRAM | 922 | 11796894 |
| FINANCIAL AID - DOCTORAL PROGRAM | 552 | 11413961 |
| FINANCIAL AID - CERTIFICATE PROGRAM | 11 | 49308 |
| FINANCIAL AID - SPECIAL PROGRAM | 52 | 1178983 |
| TRAINEE GRANT | 176 | 1257803 |
| TUITION DISCOUNT | 31 | 192928 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATION'S PROCEDURE FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | 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. The University provides grants and scholarships to students and applies the financial aid directly crediting each student's account. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK M LAWRENCE | |||||||||||||
| 539446 | 0 | 0 | 0 | 166397 | 0 | 24500 | 0 | 15400 | 0 | 745743 | 0 | 0 | 0 |
| STEVEN GOLDSTEIN | |||||||||||||
| 204251 | 0 | 0 | 0 | 32664 | 0 | 17667 | 0 | 6825 | 0 | 261407 | 0 | 0 | 0 |
| DAVID BUNIS | |||||||||||||
| 409261 | 0 | 0 | 0 | 58002 | 0 | 0 | 0 | 6930 | 0 | 474193 | 0 | 0 | 0 |
| MARTHA KRAUSS | |||||||||||||
| 202665 | 0 | 0 | 0 | 31447 | 0 | 21022 | 0 | 14468 | 0 | 269602 | 0 | 0 | 0 |
| FRANCES DROLETTE | |||||||||||||
| 321752 | 0 | 0 | 0 | 7057 | 0 | 24500 | 0 | 17042 | 0 | 370351 | 0 | 0 | 0 |
| CHRISTOPHER O'BRIEN | |||||||||||||
| 208793 | 0 | 0 | 0 | 3667 | 0 | 21263 | 0 | 1666 | 0 | 235389 | 0 | 0 | 0 |
| JOHN HOSE | |||||||||||||
| 178649 | 0 | 0 | 0 | 5438 | 0 | 18751 | 0 | 14059 | 0 | 216897 | 0 | 0 | 0 |
| NANCY WINSHIP | |||||||||||||
| 302811 | 0 | 0 | 0 | 103709 | 0 | 24500 | 0 | 43958 | 0 | 474978 | 0 | 0 | 0 |
| NICHOLAS WARREN | |||||||||||||
| 357500 | 0 | 50000 | 0 | 27360 | 0 | 0 | 0 | 1642 | 0 | 436502 | 0 | 0 | 0 |
| MARK COLLINS | |||||||||||||
| 236928 | 0 | 0 | 0 | 49421 | 0 | 23764 | 0 | 2443 | 0 | 312556 | 0 | 0 | 0 |
| JUDITH SIZER | |||||||||||||
| 197406 | 0 | 0 | 0 | 1524 | 0 | 19899 | 0 | 6904 | 0 | 225733 | 0 | 0 | 0 |
| ANDREW GULLY | |||||||||||||
| 267669 | 0 | 0 | 0 | 4111 | 0 | 24500 | 0 | 20767 | 0 | 317047 | 0 | 0 | 0 |
| JEHUDA REINHARZ | |||||||||||||
| 495246 | 0 | 0 | 0 | 96007 | 0 | 24500 | 0 | 6721 | 0 | 622474 | 0 | 0 | 0 |
| BRUCE MAGID | |||||||||||||
| 323702 | 0 | 0 | 0 | 35948 | 0 | 24500 | 0 | 30586 | 0 | 414736 | 0 | 0 | 0 |
| IRVING EPSTEIN | |||||||||||||
| 271329 | 0 | 0 | 0 | 5552 | 0 | 24500 | 0 | 1731 | 0 | 303112 | 0 | 0 | 0 |
| EVE MARDER | |||||||||||||
| 258431 | 0 | 0 | 0 | 3526 | 0 | 24500 | 0 | 6489 | 0 | 292946 | 0 | 0 | 0 |
| LISA LYNCH | |||||||||||||
| 240176 | 0 | 0 | 0 | 3612 | 0 | 24500 | 0 | 14932 | 0 | 283220 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 1A AND LINE 2 | TRAVEL 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 2011, 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. TAX INDEMNIFICATION: President Lawrence's taxable wages during calendar year 2011 were increased to cover the taxes for housing allowance, housekeeping services, personal use of automobile and legal expenses. The wages of Dr. Reinharz and two other key executives were increased to cover the taxes for legal expenses. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: During calendar year 2011, the University provided President Lawrence with a housing allowance. The value of such housing allowance was treated as taxable and included in President Lawrence's Form W-2 and reported on Schedule J, Part II, Column B(iii). During the first half of calendar year 2011, Dr. Reinharz maintained his residence in a University-owned property that was his residence during his tenure as president of Brandeis University, which ended on December 31, 2010. The value of such housing benefit was treated as taxable and included in Dr. Reinharz' Form W-2 and reported on Schedule J, Part II, Column B(iii). The employment contract of a certain key executive provide for an annual housing allowance. During calendar year 2011, a senior vice president received such benefit, which was included in her Form W-2 and reported on Schedule J, Part II, Column B(iii). HEALTH OR SOCIAL CLUB DUES: According to the University policy, the University will reimburse certain officers for health club dues. During calendar year 2011, the University provided health club dues reimbursement to four officers. 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 houskeeping services provided to the residence that were personal in nature was included in his Form W-2 and reported on Schedule J, Part II, Column B(iii). The University also maintained the University-owned residence that was occupied by Dr. Reinharz during the first half of calendar year 2011. The value of the housekeeping services were included in his 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. | |
| DEFERRED COMPENSATION ARRANGEMENT | 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 2011 under the deferred compensation arrangement. | PART I, LINE 4B |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGENCY - SERIES K | |||||||
| 043431814 | 57583F2Y6 | 2004-01-08 | 24999279 | FINANCE INFRASTRUCTURE PROJECT | false | false | false |
| MA DEVELOPMENT FINANCE AGENCY - SERIES N | |||||||
| 043431814 | 57583RZB8 | 2008-08-06 | 48160410 | CONSTRUCTION OF BUILDINGS | false | false | false |
| MA DEVELOPMENT FINANCE AGENCY - SERIES O | |||||||
| 043431814 | 57583RW92 | 2010-03-09 | 188794806 | CONSTRUCTION, REFUND '98 BOND | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 24999279 | 0 | 0 | 0 | 294138 | 386594 | 0 | 24318547 | 0 | 0 | 2007 | false | false | true | true |
| 0 | 0 | 48160410 | 0 | 6802005 | 0 | 559405 | 0 | 0 | 40000000 | 799000 | 0 | 2009 | false | false | true | true |
| 0 | 0 | 188794806 | 0 | 0 | 0 | 1501706 | 0 | 6500000 | 180793100 | 0 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Engage Bond Counsel ResearchEngageBondCounselResearch |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.02540 | 0.02540 | true | |
| false | false | false | true | 0.01490 | 0.00000 | 0.01490 | true | false |
| false | false | false | true | 0.01350 | 0.00000 | 0.01350 | true | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | |||||
| false | false | false | 0 | false | false |
| 0 | |||||
| false | false | false | 0 | false | false |
| 0 | |||||
| false | false | false | 0 | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|
| 82938 | TUITION |
| 0 | REMISSION |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ARAMARK | |||
| J. LERMAN - TRUSTEE | 11676217 | CONTRACT FOR DINING SERVICES | false |
| HIGHFIELDS CAPITAL LTD | |||
| J. JACOBSON - TRUSTEE | 159495 | INVESTMENT FEES | false |
| DR SHULAMIT REINHARZ | |||
| SPOUSE OF J. REINHARZ | 121297 | EMPLOYEE COMPENSATION | false |
| MARGOT T DAVIS | |||
| SPOUSE OF TRUSTEE J.DAVIS | 65435 | EMPLOYEE COMPENSATION | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV | Identifier |
| Explanation | THE 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 A CONTRACT FOR DINING SERVICES WITH ARAMARK CORPORATION OF WHICH THE SPOUSE OF TRUSTEE JEANETTE LERMAN IS A PRINCIPAL OWNER. THIS CONTRACT RESULTED FROM A COMPETITIVE BID PROCESS AND THE NORMAL PROCUREMENT PROCESS. IN FISCAL YEAR 2012 THE UNIVERSITY PAID ARAMARK $11,676,217 FOR DINING SERVICES. 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. DR. SHULAMIT REINHARZ, SPOUSE OF FORMER PRESIDENT REINHARZ, IS EMPLOYED BY THE UNIVERSITY. AS A FULL-TIME TENURED FACULTY MEMBER, DR. REINHARZ RECEIVED EMPLOYEE COMPENSATION OF $121,297. FORMER PRESIDENT REINHARZ DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. REINHARZ. 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 $65,435. TRUSTEE DAVIS DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. DAVIS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 82000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR'S APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 84 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1724319 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH-LOW | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GIFT ACCEPTANCE POLICY | Identifier |
| Return Reference | PART I, LINE 31 | ReturnReference |
| Explanation | BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 | Brandeis University is a community of scholars and students united by their commitment to the pursuit of knowledge and its transmission from generation to generation. As a research University, Brandeis is dedicated to the advancement of the humanities, arts and social, 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 PROCESS | FORM 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 audit firm. Recommended changes are discussed with senior management and incorporated into the return, as appropriate. For fiscal 2012, the Board of Trustees has delegated the review of the Form 990 to the Audit Committee, with the General Counsel reporting to the Audit Committee concerning material conflict of interest matters. The Audit Committee reviewed the Form 990 and discussed any questions with senior management and the University's audit 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 POLICY | FORM 990, PART VI, SECTION B, LINE 12C | The Brandeis University conflict of interest policy for trustees, officers and committee members establishes a process whereby potential, apparent and actual conflicts of interest of trustees, officers and non-trustee committee members may properly be avoided or managed so that the best interests of the University are protected. Officers, trustees and committee members complete an annual conflict of interest disclosure form, which is consistent with the policy and the applicable regulatory and auditing requirements. 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 nor 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. |
| COMPENSATION POLICY | FORM 990, PART VI, SECTION B, LINE 15B | The University is committed to attracting, retaining, and motivating qualified employees, relating compensation to performance, promoting an equitable relationship between compensation and responsibility and ensuring compliance with law and regulation. This process is the foundation of all hiring, annual performance evaluations and salary adjustments. The Personnel, Compensation and Ethics Committee (The "PCEC") 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 PCEC utilizes independent external consultants to assist with both the review of compensation agreements and the gathering of comparability data in determining the reasonableness of compensation and compliance with the procedures described in Treasury Regulation Section 53.4958-6. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 | The organization's financial statements are available online at www.brandeis.edu/financialaffairs. The University's governing documents are available online at www.brandeis.edu. The organization's Form 990 and audited financial statements are also available at the website of Massachusetts Attorney General. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED LOSSES ON INVESTMENTS (18,788,683) NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,601,798) CHANGE IN VALUE OF FUNDS HELD IN TRUST BY OTHERS (517,787) ADJUSTMENT TO LOAN RESERVES (206,935) ------------ TOTAL: (21,115,203) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (13) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |