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BRANDEIS UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-11
IRS object ID
202611319349301651
Schema version
2024v5.5
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)
Return2026-05-11T08:14:58-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRANDEIS UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRANBusinessNameControlTxt
Phone7817362000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL SOLOMONPersonNm
Person TitleCFO AND TREASURERPersonTitleTxt
Phone7817368539PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAGINI BANURUPreparerPersonNm
PTINP01906959PTIN
Phone6179881000PhoneNum
Preparation2026-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerARTHUR LEVINEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$743,982,277GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRANDEIS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1947FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee4859TotalEmployeeCnt
Total Volunteers1515TotalVolunteersCnt
Total Gross UBI$3,361,536TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$912,676NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$117,243,006PYContributionsGrantsAmt
CY Contributions Grants$113,660,126CYContributionsGrantsAmt
PY Program Service Revenue$370,029,559PYProgramServiceRevenueAmt
CY Program Service Revenue$369,361,116CYProgramServiceRevenueAmt
PY Investment Income$10,177,134PYInvestmentIncomeAmt
CY Investment Income$8,996,502CYInvestmentIncomeAmt
PY Other Revenue$5,073,198PYOtherRevenueAmt
CY Other Revenue$4,892,663CYOtherRevenueAmt
PY Total Revenue$502,522,897PYTotalRevenueAmt
CY Total Revenue$496,910,407CYTotalRevenueAmt
PY Grants And Similar Paid$127,730,690PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$135,888,163CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$247,077,344PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$252,263,711CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,260,403CYTotalFundraisingExpenseAmt
PY Other Expenses$171,214,760PYOtherExpensesAmt
CY Other Expenses$160,746,962CYOtherExpensesAmt
PY Total Expenses$546,022,794PYTotalExpensesAmt
CY Total Expenses$548,898,836CYTotalExpensesAmt
PY Revenues Less Expenses-$43,499,897PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$51,988,429CYRevenuesLessExpensesAmt
Total Assets BOY$1,755,184,696TotalAssetsBOYAmt
Total Assets EOY$1,970,333,569TotalAssetsEOYAmt
Total Liabilities BOY$325,555,448TotalLiabilitiesBOYAmt
Total Liabilities EOY$446,604,952TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,429,629,248NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,523,728,617NetAssetsOrFundBalancesEOYAmt
MissionAS A RESEARCH UNIVERSITY, BRANDEIS UNIVERSITY IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$367,319,817ExpenseAmt
Grant$129,283,181GrantAmt
Revenue$308,120,361RevenueAmt
DescINSTRUCTIONAL AND ACADEMIC SUPPORT:BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 4,900, 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 AND EXPERIENTIAL LEARNING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$66,609,875ExpenseAmt
Grant$6,604,981GrantAmt
Revenue$12,023,989RevenueAmt
DescSPONSORED PROGRAMS INCLUDE VARIOUS RESEARCH AND INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES, INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND PRIVATE FOUNDATIONS AND CORPORATIONS. BRANDEIS RESEARCH IS AT THE HEART OF MANY SOCIETAL, ARTISTIC, INTELLECTUAL AND SCIENTIFIC ADVANCES. RESEARCH AT BRANDEIS IS INTERDISCIPLINARY, BOLD AND COLLABORATIVE. IT'S AN APPROACH THAT ENABLES THE FACULTY TO LEVERAGE THE RELATIVELY SMALL SIZE OF THE UNIVERSITY TO ACHIEVE AN IMPACT WELL BEYOND THE SUM OF ITS PARTS. BRANDEIS IS WHOLLY COMMITTED TO THE PROPOSITION THAT BASIC RESEARCH IS THE ENGINE OF INNOVATION IN HUMAN HEALTH AND WELL-BEING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$43,606,230ExpenseAmt
Revenue$50,355,073RevenueAmt
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$477,535,922TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6886IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4859EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
RONALD LIEBOWITZ
PRESIDENT (THRU 11/1/24)60.00Yes (X)Yes (X)$1,284,634$0$86,555
ARTHUR LEVINE
INTERIM PRESIDENT (AS OF 11/2024)60.00Yes (X)Yes (X)$160,786$0$159
LISA R KRANC
TRUSTEE - CHAIR2.00Yes (X)Yes (X)$0$0$0
RONALD A RATNER
TRUSTEE - VICE CHAIR (AS OF 7/2024)2.00Yes (X)Yes (X)$0$0$0
CYNTHIA D SHAPIRA
TRUSTEE - VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CURTIS H TEARTE
TRUSTEE - VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
LESLIE M ARONZON
TRUSTEE - SECRETARY2.00Yes (X)Yes (X)$0$0$0
CYNTHIA L BERENSON
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN L BERGER
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH BIAL
TRUSTEE1.00Yes (X)$0$0$0
DANIEL H BLUMENTHAL
TRUSTEE1.00Yes (X)$0$0$0
LEWIS H BROOKS
TRUSTEE1.00Yes (X)$0$0$0
STEVEN M BUNSON
TRUSTEE (THRU 9/29/24)1.00Yes (X)$0$0$0
MERLE R CARRUS
TRUSTEE1.00Yes (X)$0$0$0
AMY L COHEN
TRUSTEE1.00Yes (X)$0$0$0
BARBARA A DORTCH-OKARA
TRUSTEE1.00Yes (X)$0$0$0
NANCY A DREYER
TRUSTEE1.00Yes (X)$0$0$0
SUSAN K FEIGENBAUM
TRUSTEE1.00Yes (X)$0$0$0
MADALYN E FRIEDBERG
TRUSTEE1.00Yes (X)$0$0$0
DAVID A HARRIS
TRUSTEE1.00Yes (X)$0$0$0
MARJORIE HASS
TRUSTEE1.00Yes (X)$0$0$0
DANIEL J JICK
VICE CHAIR (THRU 6/2024), TRUSTEE1.00Yes (X)$0$0$0
RONALD L KAISERMAN
TRUSTEE1.00Yes (X)$0$0$0
ELLEN L KAPLAN
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN B KAY
TRUSTEE1.00Yes (X)$0$0$0
MARTIN R KUPFERBERG
TRUSTEE1.00Yes (X)$0$0$0
SYLVIA M NEIL
TRUSTEE1.00Yes (X)$0$0$0
MONIQUE L NELSON
TRUSTEE1.00Yes (X)$0$0$0
GREGORY A PETSKO
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN R REINER
TRUSTEE1.00Yes (X)$0$0$0
ADAM RIFKIN
TRUSTEE1.00Yes (X)$0$0$0
LEONARD X ROSENBERG
TRUSTEE1.00Yes (X)$0$0$0
JAY S RUDERMAN
TRUSTEE1.00Yes (X)$0$0$0
DANIEL S RUEVEN
TRUSTEE1.00Yes (X)$0$0$0
KAREN RICHARDS SACHS
TRUSTEE1.00Yes (X)$0$0$0
CAROL R SAIVETZ
TRUSTEE1.00Yes (X)$0$0$0
BARBARA Z SANDER
TRUSTEE1.00Yes (X)$0$0$0
MINDY L SCHNEIDER
TRUSTEE1.00Yes (X)$0$0$0
BRAM SHAPIRO
TRUSTEE1.00Yes (X)$0$0$0
MALCOM L SHERMAN
TRUSTEE1.00Yes (X)$0$0$0
TODD E SOLOWAY
TRUSTEE1.00Yes (X)$0$0$0
MARK A SURCHIN
TRUSTEE1.00Yes (X)$0$0$0
BARTON J WINOKUR
TRUSTEE1.00Yes (X)$0$0$0
LEWIN C WRIGHT
TRUSTEE1.00Yes (X)$0$0$0
BING-LE WU
TRUSTEE1.00Yes (X)$0$0$0
LAN XUE
TRUSTEE1.00Yes (X)$0$0$0
DAVID L YALE
TRUSTEE1.00Yes (X)$0$0$0
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS50.00Yes (X)$648,588$0$68,133
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION50.00Yes (X)$585,365$0$34,500
SAMUEL SOLOMON
CFO, TREASURER50.00Yes (X)$386,857$0$74,409
ORLA O'BRIEN
ASSISTANT SECRETARY50.00Yes (X)$135,508$0$21,249
TAREK SAGHIR
CHIEF INVESTMENT OFFICER50.00$707,896$0$65,265Yes (X)
JAMES LA CRETA
CHIEF INFORMATION OFFICER50.00$377,566$0$60,252Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL50.00$359,036$0$71,870Yes (X)
LOIS STANLEY
VP CAMPUS OPERATIONS50.00$305,546$0$62,821Yes (X)
ROBIN SWITZER
VP HR50.00$291,345$0$28,569Yes (X)
HANNAH PETERS
SVP INST ADVNCMNT (THRU 6/2024)50.00$282,699$0$24,303Yes (X)
MEREDITH AINBINDER
CHIEF OF STAFF50.00$235,054$0$55,919Yes (X)
JENNIFER WALKER
VP ENROLLMENT (AS OF 12/2024)50.00$226,966$0$60,895Yes (X)
STEVEN KAREL
VICE PROVOST FOR RESEARCH50.00$245,330$0$40,355Yes (X)
JULIE JETTE
SVP COMMUNICATIONS (THRU 7/2024)50.00$198,273$0$52,077Yes (X)
KATHRYN APPLEBY
DEAN50.00$507,141$0$70,423Yes (X)
CHRIS HOFMANN
DIRECTOR OF INVESTMENTS50.00$409,234$0$47,370Yes (X)
DEBARSHI NANDY
FACULTY50.00$366,731$0$85,855Yes (X)
JEFFREY SHOULSON
DEAN50.00$377,266$0$49,784Yes (X)
ANNA SCHERBINA
FACULTY50.00$375,694$0$36,748Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,467,515TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,097,511TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K438IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK SERVICES INC
GROUP DALLAS LBX PO BOX 978839DALLASTX753978839FOOD SERVICE$22,279,502
PAYETTE ASSOCIATES INC
290 CONGRESS STREETBOSTONMA02210ARCHITECTS$1,987,461
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STREETMILFORDMA01757CONSTRUCTION$1,625,097
DPV TRANSPORTATION INC
383 SECOND STREETEVERETTMA02149TRANSPORTATION$1,592,725
WORLDCOM EXCHANGE INC
43 NORTHWESTERN DRIVESALEMNH03079IT SOLUTIONS$1,541,890
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K221CntrctRcvdGreaterThan100KCnt
Membership Dues$270,680MembershipDuesAmt
Fundraising$910,508FundraisingAmt
Government Grants$65,140,180GovernmentGrantsAmt
All Other Contributions$47,338,758AllOtherContributionsAmt
Noncash Contributions$9,962,096NoncashContributionsAmt
Total Contributions$113,660,126TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$300,320,199$300,320,199
AUXILIARY SERVICES721000$50,523,142$50,355,073$168,069
SPONSORED PROGRAMS611710$12,023,989$12,023,989
BRANDEIS NATIONAL COMM900099$821,832$821,832
CONFERENCES AND EVENTS900099$709,779$709,779

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,962,175TotalRevenueColumnAmt
Related Or Exempt Func Income$4,926,220RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$35,955UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$369,361,116TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,485,956TotalRevenueColumnAmt
Unrelated Business Revenue-$1,820,240UnrelatedBusinessRevenueAmt
Exclusion$5,306,196ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,397,202TotalRevenueColumnAmt
Exclusion$2,397,202ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,153,130RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,153,130RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,153,130TotalRevenueColumnAmt
Unrelated Business Revenue$897,416UnrelatedBusinessRevenueAmt
Exclusion$255,714ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$252,255,179SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$246,744,633SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,510,546SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,510,546TotalRevenueColumnAmt
Unrelated Business Revenue$4,080,336UnrelatedBusinessRevenueAmt
Exclusion$1,430,210ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$327,237FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$910,508ContriRptFundraisingEventAmt
Fundraising Direct Expenses$327,237FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,342,331TotalRevenueColumnAmt
Related Or Exempt Func Income$1,342,331RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,342,331OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$496,910,407TotalRevenueColumnAmt
Related Or Exempt Func Income$370,499,423RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,361,536UnrelatedBusinessRevenueAmt
Exclusion$9,389,322ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,604,981TotalAmt
Program Services$6,604,981ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$126,958,610TotalAmt
Program Services$126,958,610ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,324,572TotalAmt
Program Services$2,324,572ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,761,924TotalAmt
Program Services$1,161,878ProgramServicesAmt
Management And General$5,134,880ManagementAndGeneralAmt
Fundraising$465,166FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$253,301TotalAmt
Program Services$253,301ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$189,799,477TotalAmt
Program Services$163,572,731ProgramServicesAmt
Management And General$18,194,048ManagementAndGeneralAmt
Fundraising$8,032,698FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,744,710TotalAmt
Program Services$11,059,236ProgramServicesAmt
Management And General$1,138,888ManagementAndGeneralAmt
Fundraising$546,586FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,899,115TotalAmt
Program Services$24,191,358ProgramServicesAmt
Management And General$3,459,229ManagementAndGeneralAmt
Fundraising$1,248,528FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,805,184TotalAmt
Program Services$11,779,293ProgramServicesAmt
Management And General$1,436,852ManagementAndGeneralAmt
Fundraising$589,039FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$447,347TotalAmt
Program Services$380,792ProgramServicesAmt
Management And General$66,555ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$391,250TotalAmt
Management And General$391,250ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$114,880TotalAmt
Program Services$114,880ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,567,833TotalAmt
Management And General$3,567,833ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,954,587TotalAmt
Program Services$2,944,976ProgramServicesAmt
Management And General$1,361,216ManagementAndGeneralAmt
Fundraising$648,395FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,413,781TotalAmt
Program Services$1,093,275ProgramServicesAmt
Management And General$226,812ManagementAndGeneralAmt
Fundraising$93,694FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,649,832TotalAmt
Program Services$7,994,994ProgramServicesAmt
Management And General$2,385,231ManagementAndGeneralAmt
Fundraising$269,607FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,953,257TotalAmt
Program Services$6,618,126ProgramServicesAmt
Management And General$3,274,353ManagementAndGeneralAmt
Fundraising$60,778FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,319,276TotalAmt
Program Services$21,259,331ProgramServicesAmt
Management And General$4,910,010ManagementAndGeneralAmt
Fundraising$149,935FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,349,254TotalAmt
Program Services$3,853,625ProgramServicesAmt
Management And General$166,498ManagementAndGeneralAmt
Fundraising$329,131FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,249,635TotalAmt
Program Services$2,163,048ProgramServicesAmt
Management And General$48,270ManagementAndGeneralAmt
Fundraising$38,317FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,638,986TotalAmt
Program Services$7,180,274ProgramServicesAmt
Management And General$2,458,712ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,198,874TotalAmt
Program Services$26,232,739ProgramServicesAmt
Management And General$1,966,135ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,635,318TotalAmt
Management And General$2,635,318ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$20,076,424$19,917,439$68,941$90,044
STIPENDS AND FELLOWSHIP$7,386,096$7,369,096$17,000
STUDY ABROAD PAYMENTS$4,719,667$4,719,667
LIBRARY$4,386,071$4,380,026$6,045

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,294,594TotalAmt
Program Services$13,407,674ProgramServicesAmt
Management And General$5,188,435ManagementAndGeneralAmt
Fundraising$698,485FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$548,898,836TotalAmt
Program Services$477,535,922ProgramServicesAmt
Management And General$58,102,511ManagementAndGeneralAmt
Fundraising$13,260,403FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,629,300BOYAmt
EOY$4,046,615EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,005,538BOYAmt
EOY$42,290,463EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,340,270BOYAmt
EOY$18,420,271EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,408,012BOYAmt
EOY$28,452,294EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,973,102BOYAmt
EOY$2,332,506EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$933,388BOYAmt
EOY$895,670EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,720,526BOYAmt
EOY$18,084,806EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$962,713,147LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$623,055,835LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$347,508,913BOYAmt
EOY$339,657,312EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$128,438,113BOYAmt
EOY$136,273,734EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,158,982,297BOYAmt
EOY$1,244,906,020EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,245,237BOYAmt
EOY$134,973,878EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,755,184,696BOYAmt
EOY$1,970,333,569EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,241,326BOYAmt
EOY$27,652,632EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,850,238BOYAmt
EOY$20,694,046EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$217,473,121BOYAmt
EOY$349,711,707EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$25,625,000BOYAmt
EOY$24,900,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,365,763BOYAmt
EOY$23,646,567EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$325,555,448BOYAmt
EOY$446,604,952EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,497,873BOYAmt
EOY$201,524,904EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,237,131,375BOYAmt
EOY$1,322,203,713EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,429,629,248BOYAmt
EOY$1,523,728,617EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,755,184,696BOYAmt
EOY$1,970,333,569EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$51,988,429ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$147,303,863NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,216,065OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$27,153,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,842,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,854,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,243,006CurrentTaxYearMinus1YearAmt
Current Tax Year$113,660,126CurrentTaxYearAmt
Total$362,753,356TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,153,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,842,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,854,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,243,006CurrentTaxYearMinus1YearAmt
Current Tax Year$113,660,126CurrentTaxYearAmt
Total$362,753,356TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$362,753,356PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,560,732CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$546,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,244,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,152,944CurrentTaxYearMinus1YearAmt
Current Tax Year$7,959,112CurrentTaxYearAmt
Total$37,371,295TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,510,443CurrentTaxYearMinus3YearsAmt
Total$4,510,443TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$156,716CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,549CurrentTaxYearMinus1YearAmt
Current Tax Year$327,237CurrentTaxYearAmt
Total$643,465TotalAmt
FieldValueIRS element (for citing)
Total Support$405,278,559TotalSupportAmt
Gross Receipts Rltd Activities$1,938,049,284GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89510PublicSupportCY170Pct
Public Support PY1700.86270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationEVENT REVENUE AND OTHER MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,822. 2021 AMOUNT: $ 77,141. 2022 AMOUNT: $ 156,716. 2023 AMOUNT: $ 79,549. 2024 AMOUNT: $ 327,237.ExplanationTxt

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)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$114,880OtherActivitiesAmt
Total Lobbying Expenditures$114,880TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY IS A MEMBER OF VARIOUS NATIONAL AND STATE ORGANIZATIONS, SUCH AS ASSOCIATION OF AMERICAN UNIVERSITIES, ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASSACHUSETTS, COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION, NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES, NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, NEW ENGLAND COMMISSION FOR HIGHER EDUCATION, THE NEW ENGLAND COUNCIL, AND RESEARCH FOR A STRONGER AMERICA. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $114,880.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,346,740DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,202,500DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,118,017DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
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 Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,264,908,223BeginningYearBalanceAmt
Contributions$29,396,616ContributionsAmt
Investment Earnings Or Losses$147,349,384InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,598,073GrantsOrScholarshipsAmt
Other Expenditures$46,395,469OtherExpendituresAmt
Administrative Expenses$6,394,020AdministrativeExpensesAmt
End Year Balance$1,357,266,662EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,216,216,569BeginningYearBalanceAmt
Contributions$28,452,499ContributionsAmt
Investment Earnings Or Losses$83,871,124InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,193,978GrantsOrScholarshipsAmt
Other Expenditures$35,798,237OtherExpendituresAmt
Administrative Expenses$4,639,754AdministrativeExpensesAmt
End Year Balance$1,264,908,223EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,205,167,449BeginningYearBalanceAmt
Contributions$21,025,735ContributionsAmt
Investment Earnings Or Losses$55,987,632InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,486,018GrantsOrScholarshipsAmt
Other Expenditures$37,801,376OtherExpendituresAmt
Administrative Expenses$5,676,853AdministrativeExpensesAmt
End Year Balance$1,216,216,569EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,286,001,704BeginningYearBalanceAmt
Contributions$24,278,329ContributionsAmt
Investment Earnings Or Losses-$42,017,382InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,306,264GrantsOrScholarshipsAmt
Other Expenditures$35,820,108OtherExpendituresAmt
Administrative Expenses$5,968,830AdministrativeExpensesAmt
End Year Balance$1,205,167,449EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,073,589,245BeginningYearBalanceAmt
Contributions$7,267,347ContributionsAmt
Investment Earnings Or Losses$271,284,958InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,762,020GrantsOrScholarshipsAmt
Other Expenditures$35,678,107OtherExpendituresAmt
Administrative Expenses$9,699,722AdministrativeExpensesAmt
End Year Balance$1,286,001,701EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09060BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58842PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32099TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,844,661OtherCostOrOtherBasisAmt
Book Value$51,844,661BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$711,962,290OtherCostOrOtherBasisAmt
Depreciation$479,312,691DepreciationAmt
Book Value$232,649,599BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$175,939,650OtherCostOrOtherBasisAmt
Depreciation$143,743,144DepreciationAmt
Book Value$32,196,506BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,966,546OtherCostOrOtherBasisAmt
Book Value$22,966,546BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$339,657,312TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GLOBAL EQUITY$83,218,414F
NON-U.S. EQUITY$173,677,537F
PRIVATE EQUITY$402,318,213F
HEDGE FUND/CREDIT$426,041,317F
REAL ASSETS$151,810,128F
CASH EQUIVALENTS AND OTHER$7,840,411F
FieldValueIRS element (for citing)
Total Book Value Securities$1,244,906,020TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
NON-TAX FUNDS HELD BY BOND AGREEMENT$113,631,237
FUNDS HELD IN TRUST BY OTHERS$11,976,645
LEASE RIGHT-OF-USE ASSETS, NET$7,287,767
INSURANCE SUBSCRIBERS SAVINGS ACCOUNT$1,630,172
OTHER ASSETS$448,057
FieldValueIRS element (for citing)
Total Book Value Other Assets$134,973,878TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$8,359,707
ENVIRONMENTAL LIABILITY$6,368,722
REFUNDABLE STUDENT LOAN ADVANCES$626,725
CAPITAL LEASE LIABILITY$8,123,141
ENERGY EFFICIENCY LIABILITY$168,272
FieldValueIRS element (for citing)
Total Liability$23,646,567TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$510,147,190TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$147,303,863NetUnrealizedGainsInvstAmt
Other Revenue-$130,499,247OtherRevenueAmt
Revenue Not Reported$16,804,616RevenueNotReportedAmt
Revenue Subtotal$493,342,574RevenueSubtotalAmt
Investment Expenses Not Incld$3,567,833InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,567,833RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$496,910,407TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$416,047,821TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$416,047,821ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,567,833InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$129,283,182OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$132,851,015ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$548,898,836TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:COLLECTIONS OF ART COLLECTIONS AT BRANDEIS UNIVERSITY ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND THE FURTHERANCE OF PUBLIC SERVICE. COLLECTIONS ARE NOT CAPITALIZED; SALES AND PURCHASES OF COLLECTION ITEMS ARE RECORDED AS NON-OPERATING REVENUE AND EXPENSES IN THE UNIVERSITY'S FINANCIAL STATEMENTS IN THE PERIOD IN WHICH THE ITEMS ARE SOLD OR ACQUIRED, RESPECTIVELY.
PART III, LINE 4:FOUNDED IN 1961, THE ROSE ART MUSEUM (THE ROSE) IS AN INTEGRAL PART OF BRANDEIS UNIVERSITY. THE ROSE IS AN EDUCATIONAL AND CULTURAL MUSEUM DEDICATED TO COLLECTING, PRESERVING AND EXHIBITING THE FINEST OF MODERN AND CONTEMPORARY ART. THE PROGRAMS OF THE ROSE ADHERE TO THE OVERALL MISSION OF THE UNIVERSITY, EMBRACING ITS VALUES OF ACADEMIC EXCELLENCE, SOCIAL JUSTICE, AND FREEDOM OF EXPRESSION. THE ROSE IS ACTIVE IN THE ACADEMIC, CULTURAL, AND SOCIAL LIFE OF BRANDEIS. THE ROSE SEEKS TO STIMULATE PUBLIC AWARENESS AND DISSEMINATE KNOWLEDGE OF MODERN AND CONTEMPORARY ART TO ENRICH EDUCATIONAL, CULTURAL, AND ARTISTIC COMMUNITIES REGIONALLY, NATIONALLY, AND INTERNATIONALLY. IT PROMOTES LEARNING AND UNDERSTANDING OF THE EVOLVING MEANINGS, IDEAS, AND FORMS OF VISUAL ART RELEVANT TO CONTEMPORARY SOCIETY.
PART V, LINE 4:ENDOWMENT FUNDS BRANDEIS UNIVERSITY'S ENDOWMENT AND QUASI-ENDOWMENT CONSISTS OF APPROXIMATELY 2,000 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.
PART X, LINE 2:FIN 48 (ASC 740) FOOTNOTE 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FINANCIAL AID -129,283,182. CHANGE IN VALUE OF SPLIT INTEREST -1,196,540. LOSS ON FIXED ASSETS -19,525.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 129,283,182.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE SCHOOL HAS SATISFIED THE PUBLICITY REQUIREMENT DESCRIBED IN SECTION 4.03 OF REVENUE PROCEDURE 75-50 TO STUDENTS KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL.
PART I, LINE 6AFUNDS FROM GOVERNMENT AGENCIES THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS, TO SUPPORT SPONSORED RESEARCH AND THE CONSTRUCTION OF EDUCATIONAL FACILITIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESSTUDY ABROAD$127,088
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDY ABROAD$643,979
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSTUDY ABROAD$3,213,207
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSTUDY ABROAD$68,450
SOUTH AMERICAPROGRAM SERVICESSTUDY ABROAD$135,049
SOUTH ASIAPROGRAM SERVICESSTUDY ABROAD$44,000
SUB-SAHARAN AFRICAPROGRAM SERVICESSTUDY ABROAD$85,632
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESCERN$612,751
EAST ASIA AND THE PACIFICPROGRAM SERVICESRESEARCH$65,476
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESRESEARCH$331,232
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESRESEARCH$18,084
NORTH AMERICAPROGRAM SERVICESRESEARCH$154,003
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESRESEARCH$4,028
SOUTH ASIAPROGRAM SERVICESRESEARCH$14,500
SUB-SAHARAN AFRICAPROGRAM SERVICESRESEARCH$641,878
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$483,395,938
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$3,712,899
SOUTH ASIAINVESTMENTS$9,217,915
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,930,156SubtotalSpentAmt
Continuation Spent$497,555,953ContinuationSpentAmt
Total Spent$502,486,109TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADCENTRAL AMERICA AND THE CARIBBEAN5$40,250SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADEAST ASIA AND THE PACIFIC31$373,767SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADEUROPE129$1,693,485SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADMIDDLE EAST AND NORTH AFRICA4$47,622SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADSOUTH AMERICA5$76,578SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADSOUTH ASIA2$27,250SEE PART V
SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROADSUB-SAHARAN AFRICA5$65,620SEE PART V
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALS: 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.
PART III, COLUMN (E):MANNER OF CASH DISBURSEMENT: STUDENT SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS ARE CREDITED TO EACH STUDENT'S ACCOUNT AND PAID DIRECTLY TO THE INSTITUTIONS AT WHICH THE STUDENT IS STUDYING ABROAD.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOOK & AUTHOR LUNCHEvent1Nm
Gross Receipts Event1$127,400GrossReceiptsEvent1Amt
Charitable Contri Event1$54,869CharitableContriEvent1Amt
Gross Revenue Event1$72,531GrossRevenueEvent1Amt
Rent Facility Costs Event1$10,890RentFacilityCostsEvent1Amt
Food And Beverage Event1$55,245FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$6,396OtherDirectExpensesEvent1Amt
Event2ROSE ART GALAEvent2Nm
Gross Receipts Event2$894,099GrossReceiptsEvent2Amt
Charitable Contri Event2$798,499CharitableContriEvent2Amt
Gross Revenue Event2$95,600GrossRevenueEvent2Amt
Food And Beverage Event2$71,095FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$24,505OtherDirectExpensesEvent2Amt
Other Events Total96OtherEventsTotalCnt
Gross Receipts Other Events$216,246GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$57,140CharitableContriOtherEventsAmt
Gross Revenue Other Events$159,106GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$8,646RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$119,028FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$31,432OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,237,745GrossReceiptsTotalAmt
Charitable Contributions Tot$910,508CharitableContributionsTotAmt
Gross Revenue Total Events$327,237GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$19,536RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$245,368FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$62,333OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$327,237DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ALTAMED HEALTH SERVICES CORPORATION
2040 CAMFIELD AVELOS ANGELESCA90040952810095501(C)(3)$8,545$0RESEARCH
BOOZ ALLEN HAMILTON INC
PO BOX 8500 S-2725PHILADELPHIAPA191782725362513626$14,363$0RESEARCH
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA021182908043314093501(C)(3)$96,441$0RESEARCH
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809501(C)(3)$81,500$0RESEARCH
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501(C)(3)$8,438$0RESEARCH
CAMBRIDGE PUBLIC HEALTH COMMISSION
1035 CAMBRIDGE STREETCAMBRIDGEMA021391047043320571CITY OF CAMBRIDGE$232,166$0RESEARCH
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUECINCINNATIOH452293039310833936501(C)(3)$33,932$0RESEARCH
DETROIT RECOVERY PROJECT
1121 E MCNICHOLSDETROITMI48203432078767501(C)(3)$133,641$0RESEARCH
DISABILITY POLICY CONSORTIUM
11 DARTMOUTH STREET SUITE 301MALDENMA02148043570281501(C)(3)$36,722$0RESEARCH
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 ADELINE STREET SUITE 210BERKELEYCA94703942620758501(C)(3)$167,025$0RESEARCH
GALLAUDET UNIVERSITY
800 FLORIDA AVENUE NE COLLEGE HALLWASHINGTONDC20002530199507501(C)(3)$9,982$0RESEARCH108 - FINANCE
HEBECELL CORPORATION
21 STRATHMORE ROADNATICKMA01760812208883$22,000$0RESEARCH
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02131042104298501(C)(3)$17,381$0RESEARCH
HUMAN SERVICES RESEARCH INSTITUTE
2336 MASSACHUSETTS AVENUECAMBRIDGEMA02140521039368501(C)(3)$73,621$0RESEARCH
INSTITUTE FOR ACCOUNTABLE CARE
2001 L STREET NW SUITE 500WASHINGTONDC20036822461803501(C)(3)$106,502$0RESEARCH
JUSTICE IN AGING
1444 EYE STREET NW SUITE 1100WASHINGTONDC20005953132674501(C)(3)$50,064$0RESEARCH
KENNELL AND ASSOCIATES INC
3130 FAIRVIEW PARK DRIVE SUITE 450FALLS CHURCHVA22042541771141$12,389$0RESEARCH
MAGEE WOMENS RESEARCH INSTITUTE & FOUNDATION
3240 CRAFT PLACE SUITE 100PITTSBURGHPA152134572251462312501(C)(3)$168,330$0RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(C)(3)$1,166,219$0RESEARCH
NORC
55 E MONROE STREET 20TH FLOORCHICAGOIL60603362167808501(C)(3)$517,593$0RESEARCH
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115041679980501(C)(3)$59,618$0RESEARCH
OREGON HEALTH & SCIENCE UNIVERSITY
2020 SW 4TH AVENUE SUITE 900PORTLANDOR97201237083114501(C)(3)$353,868$0RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580501(C)(3)$856,864$0RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
220 MONTGOMERY STREETSAN FRANCISCOCA94104946036493STATE OF CA$200,716$0RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 S STATE STREETANN ARBORMI48109386006309STATE OF MI$158,186$0RESEARCH
RHODE ISLAND HOSPITAL
593 EDDY STREETPROVIDENCERI02903050258954501(C)(3)$16,147$0RESEARCH
ROCHESTER INSTITUTE OF TECHNOLOGY
46 LOMB MEMORIAL DRIVEROCHESTERNY14623160743140501(C)(3)$41,494$0RESEARCH
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$87,376$0RESEARCH
THE BROOKINGS INSTITUTE
1175 MASSACHUSETTS AVE NWWASHINGTONDC200362103530196577501(C)(3)$42,892$0RESEARCH
THE UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL606375418362177139501(C)(3)$41,610$0RESEARCH
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVER STOP K5300AUSTINTX78712746000203501(C)(3)$46,247$0RESEARCH
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467042103545501(C)(3)$18,009$0RESEARCH
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEATLH AVENUEBOSTONMA02215042103547501(C)(3)$673,080$0RESEARCH
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVEMEDFORDMA02155042103634501(C)(3)$284,426$0RESEARCH
UNIDOSUS
1126 16TH STREET NWWASHINGTONDC200364845860212873501(C)(3)$10,227$0RESEARCH
UNIVERSITY OF ARIZONA AZ BOARD OF REGENTS
ORSPA PO BOX 876011TEMPEAZ852876011860196696STATE OF AZ$27,273$0RESEARCH
UNIVERSITY OF COLORADO AT BOULDER
3100 MARINE STREETBOULDERCO80309846000555STATE OF CO$123,125$0RESEARCH
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL RDLAWRENCEKS66045480680117STATE OF KS$18,026$0RESEARCH
UNIVERSITY OF MASSACHUSETTS - AMHERST
140 HICKS WAYAMHERSTMA010039272043167352STATE OF MA$146,858$0RESEARCH
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 N LAKE AVEWORCESTERMA01655043167352STATE OF MA$189,154$0RESEARCH
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD RDDURHAMNH03824020437506STATE OF NH$57,208$0RESEARCH
UNIVERSITY OF NORTH CAROLINA
104 AIRPORT DRIVECHAPEL HILLNC27599566001393STATE OF NC$54,218$0RESEARCH
UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685STATE OF PA$23,374$0RESEARCH
UNIVERSITY OF PITTSBURGH
3420 FORBES AVE 300 MURDOCH IPITTSBURGHPA15260250965591STATE OF PA$36,929$0RESEARCHBUILDING
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 613COLUMBIASC29208576001153STATE OF SC$39,624$0RESEARCH
VIRGINIA COMMONWEALTH UNIVERSITY
907 FLOYD AVERICHMONDVA23284546001758501(C)(3)$23,496$0RESEARCH
WASHINGTON UNIVERSITY IN ST LOUIS
660 S EUCLID AVENUEST LOUISMO63110430653611501(C)(3)$15,650$0RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRAD FINANCIAL AID2435$94,607,036
MASTERS PROGRAM FINANCIAL AID918$17,648,863
DOCTORAL PROGRAM FINANCIAL AID486$14,036,876
CONTINUING PROGRAM FINANCIAL AID19$80,560
OTHER FINANCIAL AID50$585,275

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

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
RONALD LIEBOWITZ
PRESIDENT (THRU 11/1/24)$822,290$0$0$0$462,344$0$34,500$0$57,421$0$1,376,555$0$142,713$0
TAREK SAGHIR
CHIEF INVESTMENT OFFICER$678,356$0$0$0$29,540$0$27,600$0$42,055$0$777,551$0$0$0
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS$609,680$0$0$0$38,908$0$34,500$0$36,585$0$719,673$0$0$0
STEWART URETSKY
EVP FINANCE AND ADMINISTRATION$559,057$0$0$0$26,308$0$34,500$0$3,049$0$622,914$0$0$0
KATHRYN APPLEBY
DEAN$452,384$0$0$0$54,757$0$34,500$0$38,665$0$580,306$0$0$0
SAMUEL SOLOMON
CFO, TREASURER$374,892$0$0$0$11,965$0$34,500$0$42,415$0$463,772$0$0$0
CHRIS HOFMANN
DIRECTOR OF INVESTMENTS$409,018$0$0$0$216$0$5,000$0$45,556$0$459,790$0$0$0
DEBARSHI NANDY
FACULTY$362,099$0$0$0$4,632$0$34,500$0$52,728$0$453,959$0$0$0
JAMES LA CRETA
CHIEF INFORMATION OFFICER$371,244$0$0$0$6,322$0$34,500$0$28,921$0$440,987$0$0$0
STEVEN LOCKE
SVP, GENERAL COUNSEL$349,831$0$0$0$9,205$0$34,500$0$39,788$0$433,324$0$0$0
JEFFREY SHOULSON
DEAN$363,234$0$10,000$0$4,032$0$12,625$0$38,674$0$428,565$0$0$0
ANNA SCHERBINA
FACULTY$372,309$0$0$0$3,385$0$34,500$0$3,521$0$413,715$0$0$0
LOIS STANLEY
VP CAMPUS OPERATIONS$298,410$0$0$0$7,136$0$31,693$0$33,341$0$370,580$0$0$0
ROBIN SWITZER
VP HR$285,062$0$0$0$6,283$0$28,569$0$2,593$0$322,507$0$0$0
HANNAH PETERS
SVP INST ADVNCMNT (THRU 6/2024)$243,033$0$0$0$39,666$0$24,303$0$1,519$0$308,521$0$0$0
MEREDITH AINBINDER
CHIEF OF STAFF$233,859$0$0$0$1,195$0$20,286$0$37,343$0$292,683$0$0$0
JENNIFER WALKER
VP ENROLLMENT (AS OF 12/2024)$226,606$0$0$0$360$0$19,422$0$42,532$0$288,920$0$0$0
STEVEN KAREL
VICE PROVOST FOR RESEARCH$239,881$0$0$0$5,449$0$24,590$0$17,482$0$287,402$0$0$0
JULIE JETTE
SVP COMMUNICATIONS (THRU 7/2024)$158,407$0$0$0$39,866$0$15,890$0$37,048$0$251,211$0$0$0
ARTHUR LEVINE
INTERIM PRESIDENT (AS OF 11/2024)$145,046$0$0$0$15,740$0$0$0$436$0$161,222$0$0$0
ORLA O'BRIEN
ASSISTANT SECRETARY$134,956$0$0$0$552$0$14,089$0$7,925$0$157,522$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR TRAVEL EXPENSES INCURRED BY HIS FAMILY WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS WERE MADE IN ACCORDANCE WITH UNIVERSITY POLICY. TRAVEL REIMBURSEMENTS FOR THE PRESIDENT'S FAMILY THAT ARE CONSIDERED PERSONAL IN NATURE ARE INCLUDED IN TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). BUSINESS EXPENSE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE UNIVERSITY PROVIDED PRESIDENT LIEBOWITZ AND INTERIM PRESIDENT LEVINE WITH A HOUSING ALLOWANCE PURSUANT TO THEIR EMPLOYMENT AGREEMENT. THE VALUE OF SUCH HOUSING WAS TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS TREATED AS TAXABLE COMPENSATION AND IS 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 REIMBURSEMENTS ARE MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRE SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATION AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.
PART I, LINES 4A-BPART I, QUESTION 4A: SEVERANCE OR CHANGE OF CONTROL PAYMENT THE UNIVERSITY HAS AN EMPLOYMENT AND SEPARATION POLICY THAT COVERS MEMBERS OF THE SENIOR MANAGEMENT GROUP, WHICH PROVIDES SEVERANCE PROVISION FROM 4 WEEKS TO 20 WEEKS. SOME SENIOR MANAGEMENT MAY HAVE AN ADDITIONAL SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. JULIE JETTE, SVP COMMUNICATIONS, LEFT HER POSITION IN JULY 2024. AS PART OF HER SEPARATION AGREEMENT, MS. JETTE RECEIVED FOUR MONTHS OF SEVERANCE PAY, WHICH WAS INCLUDED IN HER W-2. PART I, QUESTION 4B: DEFERRED COMPENSATION ARRANGEMENT PRESIDENT LIEBOWITZ PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(F). IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT, THE UNIVERSITY WILL CREDIT A DEFERRED COMPENSATION ACCOUNT ON JUNE 30TH OF EVERY YEAR BEGINNING ON JUNE 30, 2017. THE DEFERRED COMPENSATION ACCOUNT WILL VEST EVERY THREE YEARS CONTINGENT UPON CONTINUOUS EMPLOYMENT. A TOTAL OF $285,426 IN DEFERRED COMPENSATION WAS PAID OUT DURING CALENDAR YEAR 2024, WHICH INCLUDES DEFERRED COMPENSATION CREDITED FROM 2023-2024. DEFERRED COMPENSATION PAYOUT IS REPORTED ON SCHEDULE J, PART II, COLUMN B (III). DEFERRED COMPENSATION PAYOUT THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION CREDITS IN PRIOR FORMS 990 ARE REPORTED ON SCHEDULE J, PART II, COLUMN (C).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P
A0434318140000000002013-07-18$36,500,000REFUND '04 BOND; ISSUANCE DATE 7/18/13000
MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q
B0434318140000000002017-06-15$20,000,000CONSTRUCTION000
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R
C04343181457584YLJ62018-08-21$41,421,007REFUND '08 BONDS; ISSUANCE DATE 8/21/18000
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1
D0434318140000000002019-07-03$132,703,346REFUND '10 BOND; ISSUANCE DATE 7/3/19000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$12,833,723$36,500,000$403,050$14,951,609$21,145,3412014Yes (1)0Yes (1)Yes (1)
B$3,100,000$20,000,000$20,000,000201900Yes (1)Yes (1)
C$6,774,984$41,421,007$435,572$40,985,4352018Yes (1)0Yes (1)Yes (1)
D$36,609,944$132,703,346$815,322$131,888,0242020Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
A000000Yes (1)
B00Yes (1)Yes (1)00Yes (1)Yes (1)00.009000.000100.00910
C000Yes (1)00Yes (1)00.000500.00050
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2025 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2025 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2025
PART I, COLUMN FPROCEEDS FROM THE SERIES P BOND WERE USED FOR THE REFUND OF '04 BOND ISSUED ON 01/08/2004. PROCEEDS FROM THE SERIES S-1 BOND WERE USED FOR THE REFUND OF THE '10 BONDS ISSUED ON 03/09/2010. PART III, LINE 3A SERIES Q 2017, SERIES R 2018, SERIES S-2 2018 ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND-FINANCED SPACE QUALIFY UNDER A PRIVATE BUSINESS USE SAFE HARBOR OR EXCEPTION OR ARE INCIDENTAL IN NATURE. THEREFORE, NO CONTRACTS RESULT IN PRIVATE BUSINESS USE. SERIES 2017 MANAGEMENT AND SERVICE CONTRACTS EXISTS IN BOND-FINANCED SPACE AND RESULT IN PRIVATE BUSINESS USE. THE PERCENTAGE OF FINANCED PROPRERTY USED IN PRIVATE BUSINESS RELATED TO THESE CONTRACTS IS INCLUDED ON PART III, LINE 4, COLUMN (B).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2
A043431814575844PM52019-03-05$44,292,634CONSTRUCTION OF BUILDINGS000
MA DEVELOPMENT FINANCE AGENCY 2025 - SERIES T-1 AND T-2
B04343181457585BKT42025-05-29$146,034,005CONSTRUCTION OF BUILDING000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmt
A$44,292,634$263,682$44,028,952202100Yes (1)Yes (1)
B$146,034,005$1,030,043$31,479,3790000$113,524,583

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000Yes (1)00.000100.0001000Yes (1)
B000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ELANAH URETSKY
S. URETSKY - EVP$146,537EMPLOYMENT0
LUCY GOODHART
S. KAY - TRUSTEE$64,876EMPLOYMENT0
JESSICA LIEBOWITZ
R. LIEBOWITZ - PRES$41,888EMPLOYMENT0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV:FormAndLineReferenceDesc
ExplanationJESSICA LIEBOWITZ (SPOUSE OF UNIVERSITY PRESIDENT RONALD LIEBOWITZ), ELANAH URETSKY (SPOUSE OF UNIVERSITY EXECUTIVE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION STEWART URESTKY), AND LUCY GOODHART (DAUGHTER-IN-LAW OF TRUSTEE STEPHEN KAY) ARE EMPLOYEES OF THE UNIVERSITY. NONE OF THE OFFICERS OR TRUSTEES MENTIONED PARTICIPATED IN ESTABLISHING THEIR COMPENSATION.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution129ContributionCnt
Noncash Contributions Rpt F990$9,962,096NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):NUMBER OF CONTRIBUTIONS THE UNIVERSITY IS REPORTING IN PART 1, COLUMN (B), THE NUMBER OF ITEMS RECEIVED.
SCHEDULE M, PART I, LINE 1:CONTRIBUTIONS OF WORKS OF ART - AMOUNT NOT REPORTED IN COLUMN C: BRANDEIS UNIVERSITY DID NOT REPORT CONTRIBUTION REVENUE FOR THIS CONTRIBUTION IN CORE FORM, PART VIII AS IT DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FASB ACCOUNTING STANDARDS CODIFICATION 958-360-25 (ASC 958-360-25) (FORMERLY SFAS 116).
SCHEDULE M, PART I, LINE 31:BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL SCIENCES, NATURAL AND PHYSICAL SCIENCES. AS A LIBERAL ARTS COLLEGE, BRANDEIS AFFIRMS THE IMPORTANCE OF A BROAD AND CRITICAL EDUCATION IN ENRICHING THE LIVES OF STUDENTS AND PREPARING THEM FOR FULL PARTICIPATION IN A CHANGING SOCIETY. IN THIS MANNER, BRANDEIS SEEKS TO ENSURE ITS STUDENTS ARE CAPABLE OF PROMOTING THEIR OWN WELFARE WHILE REMAINING DEEPLY CONCERNED ABOUT THE WELFARE OF OTHERS. IN A WORLD OF CHALLENGING SOCIAL AND TECHNOLOGICAL TRANSFORMATION, BRANDEIS REMAINS A CENTER OF OPEN INQUIRY AND TEACHING, CHERISHING ITS INDEPENDENCE FROM ANY DOCTRINE OF GOVERNMENT. IT STRIVES TO REFLECT THE HETEROGENEITY OF THE UNITED STATES AND OF THE WORLD COMMUNITY WHOSE IDEAS AND CONCERNS IT SHARES. IN THE BELIEF THAT THE MOST IMPORTANT LEARNING DERIVES FROM THE PERSONAL ENCOUNTER AND JOINT WORK OF TEACHERS AND STUDENTS, BRANDEIS ENCOURAGES UNDERGRADUATES AND POSTGRADUATES TO PARTICIPATE WITH DISTINGUISHED FACULTY IN RESEARCH, SCHOLARSHIP AND ARTISTIC ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE OFFICE IS RESPONSIBLE FOR PROVIDING THE NECESSARY INFORMATION TO THE UNIVERSITY'S TAX ADVISORY FIRM TO PREPARE THE FORM 990. THE COMPLETED DRAFT IS REVIEWED BY MANAGEMENT AND RECOMMENDED CHANGES ARE DISCUSSED WITH THE FINANCE OFFICE AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. FOR FISCAL YEAR 2025, THE RISK MANAGEMENT AND AUDIT COMMITTEE REVIEWED THE FORM 990 AND DISCUSSED ANY QUESTIONS WITH THE FINANCE OFFICE AND THE UNIVERSITY'S TAX ADVISORY FIRM. AFTER THE RISK MANAGEMENT AND AUDIT COMMITTEE'S REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY OF THE FORM 990 WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 UNIVERSITY'S INVESTMENTS. CERTAIN SENIOR OFFICERS AND FINANCIAL EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM WITH RESPECT TO THE UNIVERSITY'S INVESTMENTS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE ASSISTANCE OF THE GENERAL COUNSEL, OVERSEES THE COLLECTION AND REVIEW OF THE DISCLOSURE FORMS. IN THE CASE OF A POTENTIAL, APPARENT, OR ACTUAL RELATED PARTY TRANSACTION OR OTHER SITUATION PRESENTING A POSSIBLE CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CHAIR IS RESPONSIBLE FOR DECIDING WHETHER TO SUBMIT THE TRANSACTION OR SITUATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR THE BOARD FOR A DETERMINATION. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED A SEPARATE CONFLICT OF INTEREST POLICY FOR ITS EMPLOYEES. UNDER THIS POLICY, DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY ALL SENIOR OFFICERS, THE PRESIDENT'S CABINET, DEPARTMENT CHAIRS, HEADS OF CENTERS AND INSTITUTES, PRINCIPAL INVESTIGATORS AND OTHER DESIGNATED SENIOR OFFICIALS AND FINANCIAL PERSONNEL. PERSONS WITH A CONFLICT ARE RECUSED FROM DISCUSSIONS AND DO NOT VOTE ON RESOLUTIONS THAT PERTAIN DIRECTLY TO THEIR CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE 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 BOARD OF TRUSTEES IS RESPONSIBLE FOR APPROVING THE PRESIDENT'S COMPENSATION BASED UPON RECOMMENDATION FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION PAID TO THE PRESIDENT'S DIRECT REPORTS SHALL BE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES BASED UPON A RECOMMENDATION FROM THE PRESIDENT. COMPENSATION PAID TO THE PRESIDENT'S DIRECT REPORTS SHALL BE REPORTED TO THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES INDEPENDENT EXTERNAL CONSULTANTS TO ASSIST WITH BOTH THE REVIEW OF COMPENSATION AGREEMENTS AND THE GATHERING OF COMPARABILITY DATA IN DETERMINING THE REASONABLENESS OF COMPENSATION AND COMPLIANCE WITH THE PROCEDURES DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ONLINE AT WWW.BRANDEIS.EDU/BUSINESS-FINANCE. THE UNIVERSITY'S GOVERNING DOCUMENTS ARE AVAILABLE ONLINE AT WWW.BRANDEIS.EDU/TRUSTEES. THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -1,196,540. LOSS ON SALE OF FIXED ASSETS -19,525.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PARTNERSHIP 1BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesINVESTINGPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BRANDEISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$17,795ShareOfTotalIncomeAmt
Share Of EOY Assets$1,961,453ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.99930OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (17)
PO BOX 9110WALTHAMMA024549110INVESTINGMATYes (1)
CHARITABLE REMAINDER TRUSTS (1)
PO BOX 9110WALTHAMMA024549110INVESTINGFLTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd