2026-05-11T08:14:58-05:00 2025-06-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2024-07-01 042103552 BRANDEIS UNIVERSITY BRAN 7817362000 PO BOX 9110 WALTHAM MA 024549110 SAMUEL SOLOMON CFO AND TREASURER 7817368539 2026-05-06 1 0 RAGINI BANURU P01906959 6179881000 2026-05-01 2024 2025-03-06 01:10:19Z ARTHUR LEVINE PO BOX 9110 WALTHAM MA 024549110 743982277 0 X WWW.BRANDEIS.EDU X 1947 MA SEE SCHEDULE O 45 43 4859 1515 3361536 912676 117243006 113660126 370029559 369361116 10177134 8996502 5073198 4892663 502522897 496910407 127730690 135888163 0 0 247077344 252263711 0 0 13260403 171214760 160746962 546022794 548898836 -43499897 -51988429 1755184696 1970333569 325555448 446604952 1429629248 1523728617 AS 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. 0 0 367319817 129283181 308120361 INSTRUCTIONAL 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. 66609875 6604981 12023989 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. 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. 43606230 50355073 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 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. 477535922 1 1 0 1 0 1 0 1 0 1 1 1 0 1 1 1 1 0 1 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 1 6886 0 1 4859 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 X 45 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA FL MD MA NJ NY X X X SAMUEL SOLOMON CFO AND TREASURER 7817362000 415 SOUTH STREET WALTHAM MA 02454 RONALD LIEBOWITZ PRESIDENT (THRU 11/1/24) 60.00 X X 1284634 0 86555 ARTHUR LEVINE INTERIM PRESIDENT (AS OF 11/2024) 60.00 X X 160786 0 159 LISA R KRANC TRUSTEE - CHAIR 2.00 X X 0 0 0 RONALD A RATNER TRUSTEE - VICE CHAIR (AS OF 7/2024) 2.00 X X 0 0 0 CYNTHIA D SHAPIRA TRUSTEE - VICE CHAIR 2.00 X X 0 0 0 CURTIS H TEARTE TRUSTEE - VICE CHAIR 2.00 X X 0 0 0 LESLIE M ARONZON TRUSTEE - SECRETARY 2.00 X X 0 0 0 CYNTHIA L BERENSON TRUSTEE 1.00 X 0 0 0 STEPHEN L BERGER TRUSTEE 1.00 X 0 0 0 DEBORAH BIAL TRUSTEE 1.00 X 0 0 0 DANIEL H BLUMENTHAL TRUSTEE 1.00 X 0 0 0 LEWIS H BROOKS TRUSTEE 1.00 X 0 0 0 STEVEN M BUNSON TRUSTEE (THRU 9/29/24) 1.00 X 0 0 0 MERLE R CARRUS TRUSTEE 1.00 X 0 0 0 AMY L COHEN TRUSTEE 1.00 X 0 0 0 BARBARA A DORTCH-OKARA TRUSTEE 1.00 X 0 0 0 NANCY A DREYER TRUSTEE 1.00 X 0 0 0 SUSAN K FEIGENBAUM TRUSTEE 1.00 X 0 0 0 MADALYN E FRIEDBERG TRUSTEE 1.00 X 0 0 0 DAVID A HARRIS TRUSTEE 1.00 X 0 0 0 MARJORIE HASS TRUSTEE 1.00 X 0 0 0 DANIEL J JICK VICE CHAIR (THRU 6/2024), TRUSTEE 1.00 X 0 0 0 RONALD L KAISERMAN TRUSTEE 1.00 X 0 0 0 ELLEN L KAPLAN TRUSTEE 1.00 X 0 0 0 STEPHEN B KAY TRUSTEE 1.00 X 0 0 0 MARTIN R KUPFERBERG TRUSTEE 1.00 X 0 0 0 SYLVIA M NEIL TRUSTEE 1.00 X 0 0 0 MONIQUE L NELSON TRUSTEE 1.00 X 0 0 0 GREGORY A PETSKO TRUSTEE 1.00 X 0 0 0 STEPHEN R REINER TRUSTEE 1.00 X 0 0 0 ADAM RIFKIN TRUSTEE 1.00 X 0 0 0 LEONARD X ROSENBERG TRUSTEE 1.00 X 0 0 0 JAY S RUDERMAN TRUSTEE 1.00 X 0 0 0 DANIEL S RUEVEN TRUSTEE 1.00 X 0 0 0 KAREN RICHARDS SACHS TRUSTEE 1.00 X 0 0 0 CAROL R SAIVETZ TRUSTEE 1.00 X 0 0 0 BARBARA Z SANDER TRUSTEE 1.00 X 0 0 0 MINDY L SCHNEIDER TRUSTEE 1.00 X 0 0 0 BRAM SHAPIRO TRUSTEE 1.00 X 0 0 0 MALCOM L SHERMAN TRUSTEE 1.00 X 0 0 0 TODD E SOLOWAY TRUSTEE 1.00 X 0 0 0 MARK A SURCHIN TRUSTEE 1.00 X 0 0 0 BARTON J WINOKUR TRUSTEE 1.00 X 0 0 0 LEWIN C WRIGHT TRUSTEE 1.00 X 0 0 0 BING-LE WU TRUSTEE 1.00 X 0 0 0 LAN XUE TRUSTEE 1.00 X 0 0 0 DAVID L YALE TRUSTEE 1.00 X 0 0 0 CAROL FIERKE PROVOST, EVP ACADEMIC AFFAIRS 50.00 X 648588 0 68133 STEWART URETSKY EVP FINANCE AND ADMINISTRATION 50.00 X 585365 0 34500 SAMUEL SOLOMON CFO, TREASURER 50.00 X 386857 0 74409 ORLA O'BRIEN ASSISTANT SECRETARY 50.00 X 135508 0 21249 TAREK SAGHIR CHIEF INVESTMENT OFFICER 50.00 X 707896 0 65265 JAMES LA CRETA CHIEF INFORMATION OFFICER 50.00 X 377566 0 60252 STEVEN LOCKE SVP, GENERAL COUNSEL 50.00 X 359036 0 71870 LOIS STANLEY VP CAMPUS OPERATIONS 50.00 X 305546 0 62821 ROBIN SWITZER VP HR 50.00 X 291345 0 28569 HANNAH PETERS SVP INST ADVNCMNT (THRU 6/2024) 50.00 X 282699 0 24303 MEREDITH AINBINDER CHIEF OF STAFF 50.00 X 235054 0 55919 JENNIFER WALKER VP ENROLLMENT (AS OF 12/2024) 50.00 X 226966 0 60895 STEVEN KAREL VICE PROVOST FOR RESEARCH 50.00 X 245330 0 40355 JULIE JETTE SVP COMMUNICATIONS (THRU 7/2024) 50.00 X 198273 0 52077 KATHRYN APPLEBY DEAN 50.00 X 507141 0 70423 CHRIS HOFMANN DIRECTOR OF INVESTMENTS 50.00 X 409234 0 47370 DEBARSHI NANDY FACULTY 50.00 X 366731 0 85855 JEFFREY SHOULSON DEAN 50.00 X 377266 0 49784 ANNA SCHERBINA FACULTY 50.00 X 375694 0 36748 8467515 0 1097511 438 0 1 0 ARAMARK SERVICES INC GROUP DALLAS LBX PO BOX 978839 DALLAS TX 753978839 FOOD SERVICE 22279502 PAYETTE ASSOCIATES INC 290 CONGRESS STREET BOSTON MA 02210 ARCHITECTS 1987461 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 1625097 DPV TRANSPORTATION INC 383 SECOND STREET EVERETT MA 02149 TRANSPORTATION 1592725 WORLDCOM EXCHANGE INC 43 NORTHWESTERN DRIVE SALEM NH 03079 IT SOLUTIONS 1541890 221 270680 910508 65140180 47338758 9962096 113660126 TUITION & FEES 611710 300320199 300320199 AUXILIARY SERVICES 721000 50523142 50355073 168069 SPONSORED PROGRAMS 611710 12023989 12023989 BRANDEIS NATIONAL COMM 900099 821832 821832 CONFERENCES AND EVENTS 900099 709779 709779 4962175 4926220 35955 369361116 3485956 -1820240 5306196 2397202 2397202 1153130 0 1153130 1153130 897416 255714 252255179 246744633 5510546 5510546 4080336 1430210 327237 910508 327237 0 MISCELLANEOUS INCOME 900099 1342331 1342331 1342331 496910407 370499423 3361536 9389322 6604981 6604981 126958610 126958610 2324572 2324572 6761924 1161878 5134880 465166 253301 253301 189799477 163572731 18194048 8032698 12744710 11059236 1138888 546586 28899115 24191358 3459229 1248528 13805184 11779293 1436852 589039 447347 380792 66555 391250 391250 114880 114880 3567833 3567833 4954587 2944976 1361216 648395 1413781 1093275 226812 93694 10649832 7994994 2385231 269607 9953257 6618126 3274353 60778 26319276 21259331 4910010 149935 4349254 3853625 166498 329131 2249635 2163048 48270 38317 9638986 7180274 2458712 28198874 26232739 1966135 2635318 2635318 DINING SERVICES 20076424 19917439 68941 90044 STIPENDS AND FELLOWSHIP 7386096 7369096 17000 STUDY ABROAD PAYMENTS 4719667 4719667 LIBRARY 4386071 4380026 6045 19294594 13407674 5188435 698485 548898836 477535922 58102511 13260403 7629300 4046615 16005538 42290463 20340270 18420271 27408012 28452294 2973102 2332506 933388 895670 22720526 18084806 962713147 623055835 347508913 339657312 128438113 136273734 1158982297 1244906020 22245237 134973878 1755184696 1970333569 32241326 27652632 23850238 20694046 217473121 349711707 25625000 24900000 26365763 23646567 325555448 446604952 X 192497873 201524904 1237131375 1322203713 1429629248 1523728617 1755184696 1970333569 X -51988429 147303863 -1216065 X 0 1 X 1 1 1 X 27153598 61842603 42854023 117243006 113660126 362753356 27153598 61842603 42854023 117243006 113660126 362753356 362753356 9560732 -546250 10244757 10152944 7959112 37371295 4510443 4510443 2822 77141 156716 79549 327237 643465 405278559 1938049284 0.89510 0.86270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EVENT 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 114880 114880 0 PART II-B, LINE 1: THE UNIVERSITY IS A MEMBER OF VARIOUS NATIONAL AND STATE ORGANIZATIONS, SUCH AS ASSOCIATION OF AMERICAN UNIVERSITIES, ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASSACHUSETTS, 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. 10 1346740 1202500 1118017 1 1 X X X X 0 1264908223 29396616 147349384 31598073 46395469 6394020 1357266662 1216216569 28452499 83871124 23193978 35798237 4639754 1264908223 1205167449 21025735 55987632 22486018 37801376 5676853 1216216569 1286001704 24278329 -42017382 21306264 35820108 5968830 1205167449 1073589245 7267347 271284958 20762020 35678107 9699722 1286001701 0.09060 0.58842 0.32099 0 0 51844661 51844661 711962290 479312691 232649599 175939650 143743144 32196506 22966546 22966546 339657312 GLOBAL EQUITY 83218414 F NON-U.S. EQUITY 173677537 F PRIVATE EQUITY 402318213 F HEDGE FUND/CREDIT 426041317 F REAL ASSETS 151810128 F CASH EQUIVALENTS AND OTHER 7840411 F 1244906020 NON-TAX FUNDS HELD BY BOND AGREEMENT 113631237 FUNDS HELD IN TRUST BY OTHERS 11976645 LEASE RIGHT-OF-USE ASSETS, NET 7287767 INSURANCE SUBSCRIBERS SAVINGS ACCOUNT 1630172 OTHER ASSETS 448057 134973878 ESTIMATED LIABILITY TO ANNUITANTS 8359707 ENVIRONMENTAL LIABILITY 6368722 REFUNDABLE STUDENT LOAN ADVANCES 626725 CAPITAL LEASE LIABILITY 8123141 ENERGY EFFICIENCY LIABILITY 168272 23646567 X 510147190 147303863 -130499247 16804616 493342574 3567833 3567833 496910407 416047821 0 416047821 3567833 129283182 132851015 548898836 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE 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 6A FUNDS 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. 1 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES STUDY ABROAD 127088 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STUDY ABROAD 643979 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES STUDY ABROAD 3213207 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES STUDY ABROAD 68450 SOUTH AMERICA PROGRAM SERVICES STUDY ABROAD 135049 SOUTH ASIA PROGRAM SERVICES STUDY ABROAD 44000 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDY ABROAD 85632 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES CERN 612751 EAST ASIA AND THE PACIFIC PROGRAM SERVICES RESEARCH 65476 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES RESEARCH 331232 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES RESEARCH 18084 NORTH AMERICA PROGRAM SERVICES RESEARCH 154003 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES RESEARCH 4028 SOUTH ASIA PROGRAM SERVICES RESEARCH 14500 SUB-SAHARAN AFRICA PROGRAM SERVICES RESEARCH 641878 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 483395938 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 3712899 SOUTH ASIA INVESTMENTS 9217915 0 0 0 0 0 0 4930156 497555953 502486109 SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD CENTRAL AMERICA AND THE CARIBBEAN 5 40250 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD EAST ASIA AND THE PACIFIC 31 373767 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD EUROPE 129 1693485 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD MIDDLE EAST AND NORTH AFRICA 4 47622 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD SOUTH AMERICA 5 76578 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD SOUTH ASIA 2 27250 SEE PART V SCHOLARSHIP AND FINANCIAL AID TO STUDENTS STUDYING ABROAD SUB-SAHARAN AFRICA 5 65620 SEE PART V 1 0 1 1 1 0 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. BOOK & AUTHOR LUNCH 127400 54869 72531 10890 55245 6396 ROSE ART GALA 894099 798499 95600 71095 24505 96 216246 57140 159106 8646 119028 31432 1237745 910508 327237 19536 245368 62333 327237 0 1 ALTAMED HEALTH SERVICES CORPORATION 2040 CAMFIELD AVE LOS ANGELES CA 90040 952810095 501(C)(3) 8545 0 RESEARCH BOOZ ALLEN HAMILTON INC PO BOX 8500 S-2725 PHILADELPHIA PA 191782725 362513626 14363 0 RESEARCH BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 021182908 043314093 501(C)(3) 96441 0 RESEARCH BROWN UNIVERSITY PO BOX 1839 PROVIDENCE RI 029121839 050258809 501(C)(3) 81500 0 RESEARCH CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 501(C)(3) 8438 0 RESEARCH CAMBRIDGE PUBLIC HEALTH COMMISSION 1035 CAMBRIDGE STREET CAMBRIDGE MA 021391047 043320571 CITY OF CAMBRIDGE 232166 0 RESEARCH CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 33932 0 RESEARCH DETROIT RECOVERY PROJECT 1121 E MCNICHOLS DETROIT MI 48203 432078767 501(C)(3) 133641 0 RESEARCH DISABILITY POLICY CONSORTIUM 11 DARTMOUTH STREET SUITE 301 MALDEN MA 02148 043570281 501(C)(3) 36722 0 RESEARCH DISABILITY RIGHTS EDUC & DEFENSE FUND 3075 ADELINE STREET SUITE 210 BERKELEY CA 94703 942620758 501(C)(3) 167025 0 RESEARCH GALLAUDET UNIVERSITY 800 FLORIDA AVENUE NE COLLEGE HALL 108 - 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IN ADDITION, THE UNIVERSITY HAS ESTABLISHED RESEARCH POLICIES AND PROCEDURES AS GUIDELINES TO PRINCIPAL INVESTIGATORS IN MANAGING THEIR GRANTS AT BRANDEIS UNIVERSITY. PART III PROCEDURE 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. X X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 RONALD LIEBOWITZ PRESIDENT (THRU 11/1/24) 822290 0 0 0 462344 0 34500 0 57421 0 1376555 0 142713 0 TAREK SAGHIR CHIEF INVESTMENT OFFICER 678356 0 0 0 29540 0 27600 0 42055 0 777551 0 0 0 CAROL FIERKE PROVOST, EVP ACADEMIC AFFAIRS 609680 0 0 0 38908 0 34500 0 36585 0 719673 0 0 0 STEWART URETSKY EVP FINANCE AND ADMINISTRATION 559057 0 0 0 26308 0 34500 0 3049 0 622914 0 0 0 KATHRYN APPLEBY DEAN 452384 0 0 0 54757 0 34500 0 38665 0 580306 0 0 0 SAMUEL SOLOMON CFO, TREASURER 374892 0 0 0 11965 0 34500 0 42415 0 463772 0 0 0 CHRIS HOFMANN DIRECTOR OF INVESTMENTS 409018 0 0 0 216 0 5000 0 45556 0 459790 0 0 0 DEBARSHI NANDY FACULTY 362099 0 0 0 4632 0 34500 0 52728 0 453959 0 0 0 JAMES LA CRETA CHIEF INFORMATION OFFICER 371244 0 0 0 6322 0 34500 0 28921 0 440987 0 0 0 STEVEN LOCKE SVP, GENERAL COUNSEL 349831 0 0 0 9205 0 34500 0 39788 0 433324 0 0 0 JEFFREY SHOULSON DEAN 363234 0 10000 0 4032 0 12625 0 38674 0 428565 0 0 0 ANNA SCHERBINA FACULTY 372309 0 0 0 3385 0 34500 0 3521 0 413715 0 0 0 LOIS STANLEY VP CAMPUS OPERATIONS 298410 0 0 0 7136 0 31693 0 33341 0 370580 0 0 0 ROBIN SWITZER VP HR 285062 0 0 0 6283 0 28569 0 2593 0 322507 0 0 0 HANNAH PETERS SVP INST ADVNCMNT (THRU 6/2024) 243033 0 0 0 39666 0 24303 0 1519 0 308521 0 0 0 MEREDITH AINBINDER CHIEF OF STAFF 233859 0 0 0 1195 0 20286 0 37343 0 292683 0 0 0 JENNIFER WALKER VP ENROLLMENT (AS OF 12/2024) 226606 0 0 0 360 0 19422 0 42532 0 288920 0 0 0 STEVEN KAREL VICE PROVOST FOR RESEARCH 239881 0 0 0 5449 0 24590 0 17482 0 287402 0 0 0 JULIE JETTE SVP COMMUNICATIONS (THRU 7/2024) 158407 0 0 0 39866 0 15890 0 37048 0 251211 0 0 0 ARTHUR LEVINE INTERIM PRESIDENT (AS OF 11/2024) 145046 0 0 0 15740 0 0 0 436 0 161222 0 0 0 ORLA O'BRIEN ASSISTANT SECRETARY 134956 0 0 0 552 0 14089 0 7925 0 157522 0 0 0 PART I, LINE 1A TRAVEL 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-B PART 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). A MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P 043431814 000000000 2013-07-18 36500000 REFUND '04 BOND; ISSUANCE DATE 7/18/13 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q 043431814 000000000 2017-06-15 20000000 CONSTRUCTION 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R 043431814 57584YLJ6 2018-08-21 41421007 REFUND '08 BONDS; ISSUANCE DATE 8/21/18 0 0 0 D MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-1 043431814 000000000 2019-07-03 132703346 REFUND '10 BOND; ISSUANCE DATE 7/3/19 0 0 0 A 12833723 36500000 403050 14951609 21145341 2014 1 0 1 1 B 3100000 20000000 20000000 2019 0 0 1 1 C 6774984 41421007 435572 40985435 2018 1 0 1 1 D 36609944 132703346 815322 131888024 2020 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 1 1 1 0 0.00900 0.00010 0.00910 0 0 1 C 0 0 0 1 0 0.00050 0.00050 0 0 1 D 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER 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 F PROCEEDS 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). A MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES S-2 043431814 575844PM5 2019-03-05 44292634 CONSTRUCTION OF BUILDINGS 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 2025 - SERIES T-1 AND T-2 043431814 57585BKT4 2025-05-29 146034005 CONSTRUCTION OF BUILDING 0 0 0 A 44292634 263682 44028952 2021 0 0 1 1 B 146034005 1030043 31479379 113524583 0 0 0 0 A 0 0 0 1 0 0.00010 0.00010 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 ELANAH URETSKY S. URETSKY - EVP 146537 EMPLOYMENT 0 LUCY GOODHART S. KAY - TRUSTEE 64876 EMPLOYMENT 0 JESSICA LIEBOWITZ R. LIEBOWITZ - PRES 41888 EMPLOYMENT 0 PART IV: JESSICA 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. X 21 APPRAISAL X 129 9962096 AVERAGE OF HIGH LOW 5 0 1 0 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. 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 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 11B THE 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 12C THE BRANDEIS UNIVERSITY CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND COMMITTEE MEMBERS ESTABLISHES A PROCESS WHEREBY POTENTIAL, APPARENT AND ACTUAL CONFLICTS OF INTEREST OF TRUSTEES, OFFICERS AND NON-TRUSTEE COMMITTEE MEMBERS MAY PROPERLY BE AVOIDED OR MANAGED SO THAT THE BEST INTERESTS OF THE UNIVERSITY ARE PROTECTED. OFFICERS, TRUSTEES AND COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS CONSISTENT WITH THE POLICY AND THE APPLICABLE REGULATORY AND AUDITING REQUIREMENTS. THE INVESTMENT COMMITTEE MEMBERS COMPLETE AN ANNUAL DISCLOSURE FORM WITH ADDITIONAL QUESTIONS RELATED TO 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 15 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 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 19 THE 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. PARTNERSHIP 1 INVESTING TX BRANDEIS EXCLUDED 17795 1961453 0 0 0.99930 CHARITABLE REMAINDER TRUSTS (17) PO BOX 9110 WALTHAM MA 024549110 INVESTING MA T 1 CHARITABLE REMAINDER TRUSTS (1) PO BOX 9110 WALTHAM MA 024549110 INVESTING FL T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0