FURP.ORG / PUBLIC DATA EXPLORER

BRANDEIS UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349312159
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T14:33:55-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

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 STREET TWO FINANCIALAddressLine1Txt
Address Line2CENTERAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

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
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMUELPersonFirstNm
Person LastSOLOMONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHYAMALEE JOSEPHPreparerPersonNm
PTINP01085371PTIN
Phone6179881000PhoneNum
Preparation2024-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRONALD LIEBOWITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024549110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$653,039,661GrossReceiptsAmt
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 Body46VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee5395TotalEmployeeCnt
Total Volunteers1510TotalVolunteersCnt
Total Gross UBI$4,257,294TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,794,125NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$61,842,603PYContributionsGrantsAmt
CY Contributions Grants$42,854,023CYContributionsGrantsAmt
PY Program Service Revenue$409,533,327PYProgramServiceRevenueAmt
CY Program Service Revenue$421,920,365CYProgramServiceRevenueAmt
PY Investment Income$2,679,148PYInvestmentIncomeAmt
CY Investment Income$7,633,059CYInvestmentIncomeAmt
PY Other Revenue$5,475,323PYOtherRevenueAmt
CY Other Revenue$6,285,752CYOtherRevenueAmt
PY Total Revenue$479,530,401PYTotalRevenueAmt
CY Total Revenue$478,693,199CYTotalRevenueAmt
PY Grants And Similar Paid$123,391,531PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$122,135,163CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$230,290,737PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$235,453,211CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,757,668CYTotalFundraisingExpenseAmt
PY Other Expenses$154,433,151PYOtherExpensesAmt
CY Other Expenses$158,701,867CYOtherExpensesAmt
PY Total Expenses$508,115,419PYTotalExpensesAmt
CY Total Expenses$516,290,241CYTotalExpensesAmt
PY Revenues Less Expenses-$28,585,018PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$37,597,042CYRevenuesLessExpensesAmt
Total Assets BOY$1,727,722,407TotalAssetsBOYAmt
Total Assets EOY$1,729,108,819TotalAssetsEOYAmt
Total Liabilities BOY$354,884,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$338,267,424TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,372,837,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,390,841,395NetAssetsOrFundBalancesEOYAmt
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$345,463,314ExpenseAmt
Grant$116,963,305GrantAmt
Revenue$305,647,611RevenueAmt
DescINSTRUCTIONAL AND ACADEMIC SUPPORT:BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 5,300, 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$59,412,439ExpenseAmt
Grant$5,171,858GrantAmt
Revenue$68,000,011RevenueAmt
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$43,226,339ExpenseAmt
Revenue$50,334,008RevenueAmt
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$448,102,092TotalProgramServiceExpensesAmt
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 Assets0ReportOtherAssetsInd
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 Document7046IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5395EmployeeCnt
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 Members46GoverningBodyVotingMembersCnt
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
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
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 WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RONALD LIEBOWITZ
PRESIDENT60.000.00Yes (X)Yes (X)$1,217,024$0$77,275
LISA R KRANC
TRUSTEE - CHAIR2.000.00Yes (X)Yes (X)$0$0$0
DANIEL J JICK
TRUSTEE - VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
CYNTHIA D SHAPIRA
TRUSTEE - VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
CURTIS H TEARTE
TRUSTEE - VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
LESLIE M ARONZON
TRUSTEE - SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
CYNTHIA L BERENSON
TRUSTEE1.000.00Yes (X)$0$0$0
STEPHEN L BERGER
TRUSTEE1.000.00Yes (X)$0$0$0
DEBORAH BIAL
TRUSTEE1.000.00Yes (X)$0$0$0
DANIEL H BLUMENTHAL
TRUSTEE1.000.00Yes (X)$0$0$0
LEWIS H BROOKS
TRUSTEE1.000.00Yes (X)$0$0$0
STEVEN M BUNSON
TRUSTEE1.000.00Yes (X)$0$0$0
MERLE R CARRUS
TRUSTEE1.000.00Yes (X)$0$0$0
AMY L COHEN
TRUSTEE1.000.00Yes (X)$0$0$0
JONATHAN G DAVIS
TRUSTEE1.000.00Yes (X)$0$0$0
BARBARA A DORTCH-OKARA
TRUSTEE1.000.00Yes (X)$0$0$0
NANCY A DREYER
TRUSTEE1.000.00Yes (X)$0$0$0
SUSAN K FEIGENBAUM
TRUSTEE1.000.00Yes (X)$0$0$0
MADALYN E FRIEDBERG
TRUSTEE1.000.00Yes (X)$0$0$0
MARJORIE HASS
TRUSTEE1.000.00Yes (X)$0$0$0
RONALD L KAISERMAN
TRUSTEE1.000.00Yes (X)$0$0$0
LINDA HELLER KAMM
TRUSTEE1.000.00Yes (X)$0$0$0
ELLEN L KAPLAN
TRUSTEE1.000.00Yes (X)$0$0$0
STEPHEN B KAY
TRUSTEE1.000.00Yes (X)$0$0$0
MARTIN R KUPFERBERG
TRUSTEE1.000.00Yes (X)$0$0$0
SYLVIA M NEIL
TRUSTEE1.000.00Yes (X)$0$0$0
MONIQUE L NELSON
TRUSTEE1.000.00Yes (X)$0$0$0
GREGORY A PETSKO
TRUSTEE1.000.00Yes (X)$0$0$0
RONALD A RATNER
TRUSTEE1.000.00Yes (X)$0$0$0
STEPHEN R REINER
TRUSTEE1.000.00Yes (X)$0$0$0
ADAM RIFKIN
TRUSTEE1.000.00Yes (X)$0$0$0
LEONARD X ROSENBERG
TRUSTEE1.000.00Yes (X)$0$0$0
JAY S RUDERMAN
TRUSTEE1.000.00Yes (X)$0$0$0
DANIEL S RUEVEN
TRUSTEE1.000.00Yes (X)$0$0$0
CAROL R SAIVETZ
TRUSTEE1.000.00Yes (X)$0$0$0
BARBARA Z SANDER
TRUSTEE1.000.00Yes (X)$0$0$0
MINDY L SCHNEIDER
TRUSTEE1.000.00Yes (X)$0$0$0
BRAM SHAPIRO
TRUSTEE1.000.00Yes (X)$0$0$0
MALCOM L SHERMAN
TRUSTEE1.000.00Yes (X)$0$0$0
TODD E SOLOWAY
TRUSTEE1.000.00Yes (X)$0$0$0
MARK A SURCHIN
TRUSTEE1.000.00Yes (X)$0$0$0
BARTON J WINOKUR
TRUSTEE1.000.00Yes (X)$0$0$0
LEWIN C WRIGHT
TRUSTEE1.000.00Yes (X)$0$0$0
BING-LE WU
TRUSTEE1.000.00Yes (X)$0$0$0
LAN XUE
TRUSTEE1.000.00Yes (X)$0$0$0
XIRU ZHANG
TRUSTEE1.000.00Yes (X)$0$0$0
ORLA O'BRIEN
ASSISTANT SECRETARY50.000.00Yes (X)$128,045$0$17,850
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS50.000.00Yes (X)$623,080$0$60,438
STEWART URETSKY
EVP FINANCE & ADMINISTRATION50.000.00Yes (X)$558,337$0$30,500
SAMUEL SOLOMON
CFO, TREASURER50.000.00Yes (X)$349,481$0$66,030
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER (THRU 3/22)50.000.00$243,221$0$23,013Yes (X)
STEVEN LOCKE
SVP, GENERAL COUNSEL50.000.00$272,619$0$61,173Yes (X)
JAMES LA CRETA
CHIEF INFORMATION OFFICER50.000.00$364,893$0$49,775Yes (X)
DANIAL KIM
SVP COMMUNICATIONS (THRU 5/23)50.000.00$276,026$0$61,366Yes (X)
LOIS STANLEY
VP CAMPUS OPERATIONS50.000.00$288,937$0$56,324Yes (X)
ROBIN SWITZER
VP HR50.000.00$265,728$0$26,244Yes (X)
HANNAH PETERS
SVP INSTITUTIONAL ADVANCEMENT50.000.00$374,984$0$30,500Yes (X)
TAREK SAGHIR
CHIEF INVESTMENT OFFICER (AS OF 2/22)50.000.00$468,733$0$62,670Yes (X)
STEVEN KAREL
VICE PROVOST FOR RESEARCH50.000.00$234,994$0$22,993Yes (X)
JON CHILINGERIAN
FACULTY50.000.00$355,223$0$53,252Yes (X)
KATHRYN APPLEBY
DEAN50.000.00$449,813$0$61,381Yes (X)
IRVING EPSTEIN
FACULTY50.000.00$340,053$0$31,098Yes (X)
LISA LYNCH
FACULTY50.000.00$362,673$0$60,438Yes (X)
ANNA SCHERBINA
FACULTY50.000.00$379,055$0$26,648Yes (X)
WILLIAM O'REILLY
CHIEF OF STAFF (THRU 6/22)50.000.00$134,458$0$11,848Yes (X)
ZAMIRA KORFF
SVP ADVANCEMENT (THRU 10/21)0.000.00$144,282$0$12,459Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,831,659TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$903,275TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K475IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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
SODEXO INC
9801 WASHINGTONIAN BOULEVARDGAITHERSBURGMD20878FOOD SERVICE$12,294,739
ARAMARK SERVICES INC
GROUP DALLAS LOCKBOX PO BOX 9788DALLASTX753978839FOOD SERVICE$10,368,327
ELAINE CONSTRUCTION COMPANY INC
90 WELLS AVENUENEWTONMA02459CONSTRUCTION$4,362,117
BIGELOW & FLEMING LLC
14 NORFOLK AVENUESOUTH EASTONMA02375CONSTRUCTION$2,866,228
BOND CIVIL & UTILITY CONSTRUCTION INC
100 CEDAR STREET STE 100PROVIDENCERI02903CONSTRUCTION$1,982,632
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K213CntrctRcvdGreaterThan100KCnt
Membership Dues$312,620MembershipDuesAmt
Fundraising$97,233FundraisingAmt
All Other Contributions$42,444,170AllOtherContributionsAmt
Noncash Contributions$5,892,519NoncashContributionsAmt
Total Contributions$42,854,023TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$296,830,670$296,830,670
SPONSORED PROGRAMS611710$68,000,011$68,000,011
AUXILIARY SERVICES721000$50,334,008$50,210,618$123,390
BRANDEIS NATIONAL COMMITTEE900099$549,409$549,409
BRANDEIS OSHER LIFETIME LEARNING611710$360,873$360,873

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,845,394TotalRevenueColumnAmt
Related Or Exempt Func Income$5,795,826RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$49,568UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$421,920,365TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,549,559TotalRevenueColumnAmt
Unrelated Business Revenue-$2,570,714UnrelatedBusinessRevenueAmt
Exclusion$7,120,273ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$690TotalRevenueColumnAmt
Exclusion$690ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,558,786TotalRevenueColumnAmt
Exclusion$2,558,786ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,665,701RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,665,701RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,665,701TotalRevenueColumnAmt
Unrelated Business Revenue$1,100,693UnrelatedBusinessRevenueAmt
Exclusion$565,008ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$177,272,556SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$174,189,746SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,082,810SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,082,810TotalRevenueColumnAmt
Unrelated Business Revenue$5,554,357UnrelatedBusinessRevenueAmt
Exclusion-$2,471,547ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$156,716FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$97,233ContriRptFundraisingEventAmt
Fundraising Direct Expenses$156,716FundraisingDirectExpensesAmt

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$2,061,265TotalRevenueColumnAmt
Related Or Exempt Func Income$2,061,265RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,061,265OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$478,693,199TotalRevenueColumnAmt
Related Or Exempt Func Income$423,808,672RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,257,294UnrelatedBusinessRevenueAmt
Exclusion$7,773,210ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,171,859TotalAmt
Program Services$5,171,859ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$115,782,091TotalAmt
Program Services$115,782,091ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,181,213TotalAmt
Program Services$1,181,213ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,402,576TotalAmt
Program Services$897,936ProgramServicesAmt
Management And General$4,805,459ManagementAndGeneralAmt
Fundraising$699,181FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$325,576TotalAmt
Program Services$325,576ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$183,006,417TotalAmt
Program Services$158,091,222ProgramServicesAmt
Management And General$16,870,587ManagementAndGeneralAmt
Fundraising$8,044,608FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,718,326TotalAmt
Program Services$10,239,426ProgramServicesAmt
Management And General$977,066ManagementAndGeneralAmt
Fundraising$501,834FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,735,412TotalAmt
Program Services$18,198,908ProgramServicesAmt
Management And General$2,540,140ManagementAndGeneralAmt
Fundraising$996,364FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,264,904TotalAmt
Program Services$10,499,051ProgramServicesAmt
Management And General$1,214,388ManagementAndGeneralAmt
Fundraising$551,465FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,444,741TotalAmt
Program Services$495,447ProgramServicesAmt
Management And General$949,294ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$382,567TotalAmt
Management And General$382,567ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,978TotalAmt
Program Services$12,978ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,130,558TotalAmt
Management And General$3,130,558ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,020,512TotalAmt
Program Services$3,970,824ProgramServicesAmt
Management And General$1,708,254ManagementAndGeneralAmt
Fundraising$341,434FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,186,534TotalAmt
Program Services$1,666,415ProgramServicesAmt
Management And General$2,448,239ManagementAndGeneralAmt
Fundraising$71,880FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,089,646TotalAmt
Program Services$10,702,172ProgramServicesAmt
Management And General$2,697,567ManagementAndGeneralAmt
Fundraising$689,907FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,052,575TotalAmt
Program Services$6,712,362ProgramServicesAmt
Management And General$5,050,919ManagementAndGeneralAmt
Fundraising$289,294FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,421,065TotalAmt
Program Services$18,838,405ProgramServicesAmt
Management And General$3,552,609ManagementAndGeneralAmt
Fundraising$30,051FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,741,372TotalAmt
Program Services$4,288,385ProgramServicesAmt
Management And General$245,061ManagementAndGeneralAmt
Fundraising$207,926FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,846,393TotalAmt
Program Services$1,754,374ProgramServicesAmt
Management And General$58,632ManagementAndGeneralAmt
Fundraising$33,387FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,157,113TotalAmt
Program Services$8,284,741ProgramServicesAmt
Management And General$2,872,372ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,365,976TotalAmt
Program Services$26,375,418ProgramServicesAmt
Management And General$1,990,558ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,540,076TotalAmt
Management And General$2,540,076ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$19,629,376$19,418,965$115,065$95,346
STIPENDS AND FELLOWSHIP$9,013,311$8,922,448$90,863
LIBRARY$4,667,265$4,603,199$63,865$201
STUDY ABROAD PAYMENTS$2,760,320$2,760,320

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,239,489TotalAmt
Program Services$8,908,357ProgramServicesAmt
Management And General$1,126,342ManagementAndGeneralAmt
Fundraising$204,790FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$516,290,241TotalAmt
Program Services$448,102,092ProgramServicesAmt
Management And General$55,430,481ManagementAndGeneralAmt
Fundraising$12,757,668FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,259,632BOYAmt
EOY$11,019,716EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$53,976,198BOYAmt
EOY$35,722,326EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,526,021BOYAmt
EOY$18,651,176EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,003,653BOYAmt
EOY$20,937,479EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,727,748BOYAmt
EOY$3,749,668EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$611,845BOYAmt
EOY$948,776EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,892,421BOYAmt
EOY$25,442,335EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$918,482,087LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$567,201,087LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$351,861,101BOYAmt
EOY$351,281,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$120,855,927BOYAmt
EOY$113,309,618EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,107,905,243BOYAmt
EOY$1,125,501,652EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,102,618BOYAmt
EOY$22,545,073EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,727,722,407BOYAmt
EOY$1,729,108,819EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,569,834BOYAmt
EOY$31,316,004EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,363,564BOYAmt
EOY$23,277,652EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$241,697,875BOYAmt
EOY$229,839,045EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$27,000,000BOYAmt
EOY$26,325,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,253,581BOYAmt
EOY$27,509,723EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$354,884,854BOYAmt
EOY$338,267,424EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$190,662,088BOYAmt
EOY$196,332,513EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,182,175,465BOYAmt
EOY$1,194,508,882EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,372,837,553BOYAmt
EOY$1,390,841,395EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,727,722,407BOYAmt
EOY$1,729,108,819EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$37,597,042ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$58,049,253NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,448,369OtherChangesInNetAssetsAmt
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$41,754,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,711,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,153,598CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,842,603CurrentTaxYearMinus1YearAmt
Current Tax Year$42,854,023CurrentTaxYearAmt
Total$228,316,148TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,754,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,711,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,153,598CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,842,603CurrentTaxYearMinus1YearAmt
Current Tax Year$42,854,023CurrentTaxYearAmt
Total$228,316,148TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,089,229SubstantialContributorsTotAmt
Public Support Total170$222,226,919PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,175,283CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,228,097CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,560,732CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$546,250CurrentTaxYearMinus1YearAmt
Current Tax Year$10,244,757CurrentTaxYearAmt
Total$38,662,619TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,510,443CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$4,510,443TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,890CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,306CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$77,141CurrentTaxYearMinus1YearAmt
Current Tax Year$156,716CurrentTaxYearAmt
Total$508,875TotalAmt
FieldValueIRS element (for citing)
Total Support$271,998,085TotalSupportAmt
Gross Receipts Rltd Activities$1,968,958,418GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81700PublicSupportCY170Pct
Public Support PY1700.79210PublicSupportPY170Pct
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 - 2018 AMOUNT: $ 131,890. 2019 AMOUNT: $ 140,306. 2020 AMOUNT: $ 2,822. 2021 AMOUNT: $ 77,141. 2022 AMOUNT: $ 156,716.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 DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$12,978RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$12,978TotalLobbyingExpendituresAmt
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, NEW ENGLAND COMMISSION FOR HIGHER EDUCATION, NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES, WORLD RESOURCE INSTITUTE, THE NEW ENGLAND COUNCIL, INC. AND SOCIETY FOR HUMAN RESOURCE MANAGEMENT. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $12,978.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held11DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$140,933DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$894,842DonorAdvisedFundsVlEOYAmt
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$1,205,167,449BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,073,525,864BeginningYearBalanceAmt
Contributions$18,320,825ContributionsAmt
Investment Earnings Or Losses$39,388,112InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,432,479GrantsOrScholarshipsAmt
Other Expenditures$34,429,939OtherExpendituresAmt
Administrative Expenses$1,783,138AdministrativeExpensesAmt
End Year Balance$1,073,589,245EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,046,386,224BeginningYearBalanceAmt
Contributions$19,978,652ContributionsAmt
Investment Earnings Or Losses$58,779,655InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,139,541GrantsOrScholarshipsAmt
Other Expenditures$30,479,126OtherExpendituresAmt
End Year Balance$1,073,525,864EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09251BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.61324PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29426TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,703,435OtherCostOrOtherBasisAmt
Book Value$49,703,435BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$436,196,499OtherCostOrOtherBasisAmt
Depreciation$225,556,440DepreciationAmt
Book Value$210,640,059BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$238,514,562OtherCostOrOtherBasisAmt
Depreciation$213,744,415DepreciationAmt
Book Value$24,770,147BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$166,094,209OtherCostOrOtherBasisAmt
Depreciation$127,900,232DepreciationAmt
Book Value$38,193,977BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,973,382OtherCostOrOtherBasisAmt
Book Value$27,973,382BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$351,281,000TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GLOBAL EQUITY$78,591,675F
NON-U.S. EQUITY$222,555,355F
PRIVATE EQUITY$298,858,937F
HEDGE FUND/CREDIT$354,471,118F
REAL ASSETS$156,575,230F
CASH EQUIVALENTS AND OTHER$14,449,337F
FieldValueIRS element (for citing)
Total Book Value Securities$1,125,501,652TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
ESTIMATED LIABILITY TO ANNUITANTS$9,235,670
ENVIRONMENTAL LIABILITY$6,159,835
REFUNDABLE STUDENT LOAN ADVANCES$1,361,839
CAPITAL LEASE LIABILITY$10,075,764
DEFERRED COMPENSATION AND SEVERANCE$142,713
ENERGY EFFICIENCY LIABILITY$533,902
FieldValueIRS element (for citing)
Total Liability$27,509,723TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$414,200,220TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$58,049,253NetUnrealizedGainsInvstAmt
Other Revenue-$119,411,674OtherRevenueAmt
Revenue Not Reported-$61,362,421RevenueNotReportedAmt
Revenue Subtotal$475,562,641RevenueSubtotalAmt
Investment Expenses Not Incld$3,130,558InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,130,558RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$478,693,199TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$396,196,378TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$396,196,378ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,130,558InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$116,963,305OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$120,093,863ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$516,290,241TotalExpensesPerForm990Amt

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 -116,963,305. CHANGE IN VALUE OF SPLIT INTEREST -2,448,369.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 116,963,305.

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SEE SUPPLEMENTAL INFO
PART I, LINE 3NONDISCRIMINATION POLICY THE UNIVERSITY'S NON-DISCRIMINATION AND HARASSMENT POLICY IS PUBLICIZED IN THE STUDENT HANDBOOK AND HUMAN RESOURCE AND EMPLOYEE RELATIONS POLICY AND PROCEDURES MANUAL ON THE BRANDEIS WEBSITE. THE POLICY APPLIES TO ALL BRANDEIS STUDENTS, FACULTY AND STAFF. NOTICE OF NONDISCRIMINATION POLICY IS ALSO AVAILABLE ON BRANDEIS UNIVERSITY'S HOMEPAGE. BRANDEIS UNIVERSITY IS COMMITTED TO AND STRIVES TO CREATE AN EDUCATIONAL AND WORK ENVIRONMENT FREE OF DISCRIMINATION, HARASSMENT & SEXUAL VIOLENCE. BRANDEIS PROHIBITS DISCRIMINATION AND HARASSMENT AGAINST STUDENTS, STAFF, AND FACULTY ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ETHNICITY, CASTE, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY/EXPRESSION, INCLUDING TRANSGENDER IDENTITY, RELIGION, DISABILITY, AGE, GENETICS, ACTIVE MILITARY OR VETERAN STATUS AND ANY OTHER CHARACTERISTICS PROTECTED UNDER APPLICABLE FEDERAL OR MASSACHUSETTS LAW, KNOWN AS "PROTECTED CATEGORIES." BRANDEIS ALSO PROHIBITS SEXUAL VIOLENCE AGAINST STUDENTS, STAFF AND FACULTY WHICH INCLUDES SEXUAL ASSAULT, STALKING, DATING VIOLENCE, AND DOMESTIC VIOLENCE. SOME OF THE STATE AND FEDERAL LAWS APPLICABLE TO ISSUES OF DISCRIMINATION, HARASSMENT, AND SEXUAL VIOLENCE INCLUDE TITLE VII OF THE 1964 CIVIL RIGHTS ACT, AND ITS STATE COUNTERPART, M.G.L. C. 151B; TITLE VI OF THE 1964 CIVIL RIGHTS ACT; TITLE IX OF THE 1972 EDUCATION AMENDMENTS; THE VIOLENCE AGAINST WOMEN ACT (VAWA); THE AMERICANS WITH DISABILITY ACT (ADA) AND THE ADA AMENDMENTS ACTS (ADAAA); SECTION 503 AND 504 OF THE REHABILITATION ACT; AND THE AGE DISCRIMINATION IN EMPLOYMENT ACT (ADEA). BRANDEIS UNIVERSITY AFFIRMS ITS COMMITMENT TO EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION AND DOES NOT DISCRIMINATE IN ITS EDUCATIONAL PROGRAMS OR ACTIVITIES, OR IN EMPLOYMENT BASED ON ANY OF THE PROTECTED CATEGORIES.
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 (19 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00PROGRAM SERVICESSTUDY ABROAD$74,662
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICESSTUDY ABROAD$148,118
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESSTUDY ABROAD$1,834,060
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICESSTUDY ABROAD$95,451
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,00PROGRAM SERVICESSTUDY ABROAD$179,907
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00PROGRAM SERVICESSTUDY ABROAD$31,385
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00PROGRAM SERVICESSTUDY ABROAD$44,110
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESCERN$812,676
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICESRESEARCH$193,629
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESRESEARCH$103,875
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICESRESEARCH$82,632
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESRESEARCH$43,146
RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,00PROGRAM SERVICESRESEARCH$11,561
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,00PROGRAM SERVICESRESEARCH$184,801
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00PROGRAM SERVICESRESEARCH$2,730
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00PROGRAM SERVICESRESEARCH$182,486
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTS$429,144,167
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTS$120,255
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00INVESTMENTS$3,206,629
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,220,369SubtotalSpentAmt
Continuation Spent$433,275,911ContinuationSpentAmt
Total Spent$436,496,280TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIP AND FINANCIAL AIDCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,3$36,400SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,9$104,155SEE PART V
SCHOLARSHIP AND FINANCIAL AIDEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU64$802,275SEE PART V
SCHOLARSHIP AND FINANCIAL AIDMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,5$47,597SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,9$121,908SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,2$27,213SEE PART V
SCHOLARSHIP AND FINANCIAL AIDSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,3$41,665SEE 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 (3 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 ACCOUNTING METHOD:
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$146,514GrossReceiptsEvent1Amt
Charitable Contri Event1$51,361CharitableContriEvent1Amt
Gross Revenue Event1$95,153GrossRevenueEvent1Amt
Rent Facility Costs Event1$68,258RentFacilityCostsEvent1Amt
Food And Beverage Event1$12,046FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$14,849OtherDirectExpensesEvent1Amt
Event2BNC ZOOM SERIESEvent2Nm
Gross Receipts Event2$16,968GrossReceiptsEvent2Amt
Charitable Contri Event2$16,968CharitableContriEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$90,467GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$28,904CharitableContriOtherEventsAmt
Gross Revenue Other Events$61,563GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$5,042RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$45,593FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$10,928OthDirectExpnssOtherEventsAmt
Gross Receipts Total$253,949GrossReceiptsTotalAmt
Charitable Contributions Tot$97,233CharitableContributionsTotAmt
Gross Revenue Total Events$156,716GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$73,300RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$57,639FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$25,777OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$156,716DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (46 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD SUITE N4327BBALTIMOREMD21211520595110501(C)(3)$9,073$0RESEARCH
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467042103545501(C)(3)$9,584$0RESEARCH
UNIVERSITY OF ILLINOIS
506 SOUTH WRIGHT STREET SUITE 352URBANAIL618013620376000511501(C)(3)$10,337$0RESEARCH
MAGEE WOMENS RESEARCH INSTITUTE & FOUNDATION
3240 CRAFT PLACE SUITE 100PITTSBURGHPA152134572251462312501(C)(3)$11,932$0RESEARCH
UNIVERSITY OF TEXAS
301 UNIVERSITY BOULEVARDGALVESTONTX77555746000949GOV'T$13,668$0RESEARCH
THE BROOKINGS INSTITUTE
1175 MASSACHUSETTS AVENUE NWWASHINGTONDC200362103530196577501(C)(3)$13,888$0RESEARCH
THOMAS JEFFERSON UNIVERSITY
1015 WALNUT STREET CURTIS BUILDINGPHILADELPHIAPA19107231352651501(C)(3)$14,009$0RESEARCHSUITE 704
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
1300 YORK AVENUENEW YORKNY10065131623978501(C)(3)$16,659$0RESEARCH
UNIVERSITY OF HOUSTON
4800 CALHOUN ROADHOUSTONTX77004746001399GOV'T$21,908$0RESEARCH
THE NEW YORK AND PRESBYTERIAN HOSPITAL
525 EAST 68TH STREETNEW YORKNY10065133957095501(C)(3)$22,008$0RESEARCH
THE UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY NE BOX 354965SEATTLEWA98105916001537GOV'T$30,696$0RESEARCH
POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE INC
12 BROADWAYBEVERLYMA01915474235159501(C)(3)$31,153$0RESEARCH
DISABILITY POLICY CONSORTIUM
11 DARTMOUTH STREET SUITE 301MALDENMA02148043570281501(C)(3)$32,022$0RESEARCH
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA021182908043314093501(C)(3)$34,927$0RESEARCH
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA016101400042111203501(C)(3)$37,001$0RESEARCH
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 613COLUMBIASC29208576001153GOV'T$40,021$0RESEARCH
THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROADLA JOLLACA92037990435954501(C)(3)$40,656$0RESEARCH
CORNELL UNIVERSITY
377 PINE TREE ROADITHACANY14850150532082501(C)(3)$40,973$0RESEARCH
AUTISTIC SELF ADVOCACY NETWORK
PO BOX 66122WASHINGTONDC20035261270198501(C)(3)$41,250$0RESEARCH
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$42,121$0RESEARCH
OREGON STATE UNIVERSITY
1500 SW JEFFERSON STREETCORVALLISOR973318655611730890501(C)(3)$44,584$0RESEARCH
CAMBRIDGE PUBLIC HEALTH COMMISSION
1035 CAMBRIDGE STREETCAMBRIDGEMA021391047043320571501(C)(3)$51,991$0RESEARCH
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUECINCINNATIOH452293039310833936501(C)(3)$53,420$0RESEARCH
DETROIT RECOVERY PROJECT
1121 EAST MCNICHOLS ROADDETROITMI48203432078767501(C)(3)$56,025$0RESEARCH
REGENTS OF THE UNIVERSITY OF MINNESOTA
3 MORRILL HALL 100 CHURCH STREET SEMINNEAPOLISMN55455416007513GOV'T$56,963$0RESEARCH
UNIVERSITY OF COLORADO AT BOULDER
3100 MARINE STREETBOULDERCO80309846000555501(C)(3)$60,212$0RESEARCH
UNIVERSITY OF MASSACHUSETTS - WORCESTER
55 NORTH LAKE AVENUEWORCESTERMA01655043167352GOV'T$70,772$0RESEARCH
UNIVERSITY OF MARYLAND COLLEGE PARK
4603 CALVERT ROADCOLLEGE PARKMD20740522197313501(C)(3)$72,169$0RESEARCH
COMAGINE HEALTH
10700 MERIDIAN AVENUE NORTH 300SEATTLEWA981339008911072875501(C)(3)$77,225$0RESEARCH
KENNELL AND ASSOCIATES INC
3130 FAIRVIEW PARK DRIVE SUITE 450FALLS CHURCHVA22042541771141CORPORATE$81,509$0RESEARCH
DISABILITY RIGHTS EDUC & DEFENSE FUND
3075 ADELINE STREET SUITE 210BERKELEYCA94703942620758501(C)(3)$83,081$0RESEARCH
STANLEY STREET TREATMENT AND RESOURCES INC
386 STANLEY STREETFALL RIVERMA02720042604426501(C)(3)$83,137$0RESEARCH
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824020437506GOV'T$89,640$0RESEARCH
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02131042104298501(C)(3)$97,903$0RESEARCH
OREGON HEALTH & SCIENCE UNIVERSITY
2020 SW 4TH AVENUE SUITE 900PORTLANDOR97201237083114501(C)(3)$104,391$0RESEARCH
UNIVERSITY OF MASSACHUSETTS - AMHERST
CONTROLLERS OFFICE 405 GOODELLAMHERSTMA010039272043167352GOV'T$131,006$0RESEARCHBUILDING 140 HICKS WAY
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115041679980501(C)(3)$150,418$0RESEARCH
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOSTONMA02215042103547501(C)(3)$173,593$0RESEARCH
BROWN UNIVERSITY
PO BOX 1839PROVIDENCERI029121839050258809501(C)(3)$184,682$0RESEARCH
TRUSTEES OF TUFTS COLLEGE
419 BOSTON AVENUEMEDFORDMA02155042103634501(C)(3)$268,516$0RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 SOUTH STATE STREETANN ARBORMI48109386006309501(C)(3)$298,380$0RESEARCH
NORC
55 EAST MONROE STREET 20TH FLOORCHICAGOIL60603362167808501(C)(3)$359,233$0RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114041564655501(C)(3)$456,075$0RESEARCH
NEW YORK UNIVERSITY
105 EAST 17TH STREET 2ND FLOORNEW YORKNY100039580135562308501(C)(3)$464,441$0RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
220 MONTGOMERY STREETSAN FRANCISCOCA94104946036493501(C)(3)$473,845$0RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649BOSTONMA022415649042103580501(C)(3)$601,841$0RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org45Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRAD FINANCIAL AID2390$82,205,541
MASTERS PROGRAM FINANCIAL AID813$18,882,991
DOCTORAL PROGRAM FINANCIAL AID488$13,423,119
CONTINUING PROGRAM FINANCIAL AID25$94,265
OTHER FINANCIAL AID52$703,111
TRAINEE TUITION & FEES15$118,148
TUITION DISCOUNT163$354,916

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE OF MONITORING USE OF GRANTS TO GOVERNMENTAL AGENCIES AND GOVERNMENTS: THE UNIVERSITY MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL 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 GRANT 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 CREDITING 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
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD LIEBOWITZ
PRESIDENT$702,884$0$0$0$514,140$0$30,500$0$51,924$0$1,299,448$0$163,468$0
CAROL FIERKE
PROVOST, EVP ACADEMIC AFFAIRS$583,018$0$0$0$40,062$0$30,500$0$32,992$0$686,572$0$0$0
STEWART URETSKY
EVP FINANCE & ADMINISTRATION$532,923$0$0$0$25,414$0$30,500$0$3,165$0$592,002$0$0$0
TAREK SAGHIR
CHIEF INVESTMENT OFFICER (AS OF 2/22$455,164$0$0$0$13,569$0$24,400$0$41,176$0$534,309$0$0$0
KATHRYN APPLEBY
DEAN$407,487$0$0$0$42,326$0$30,500$0$33,647$0$513,960$0$0$0
LISA LYNCH
FACULTY$353,212$0$0$0$9,461$0$30,500$0$31,433$0$424,606$0$0$0
SAMUEL SOLOMON
CFO, TREASURER$337,519$0$0$0$11,962$0$30,500$0$38,044$0$418,025$0$0$0
JAMES LA CRETA
CHIEF INFORMATION OFFICER$356,276$0$0$0$8,617$0$26,900$0$26,132$0$417,925$0$0$0
JON CHILINGERIAN
FACULTY$348,164$0$0$0$7,059$0$30,500$0$23,905$0$409,628$0$0$0
HANNAH PETERS
SVP INSTITUTIONAL ADVANCEMENT$361,782$0$0$0$13,202$0$30,500$0$2,580$0$408,064$0$0$0
ANNA SCHERBINA
FACULTY$372,982$0$0$0$6,073$0$24,400$0$3,536$0$406,991$0$0$0
IRVING EPSTEIN
FACULTY$335,159$0$0$0$4,894$0$30,500$0$1,664$0$372,217$0$0$0
LOIS STANLEY
VP CAMPUS OPERATIONS$282,253$0$0$0$6,684$0$29,770$0$28,768$0$347,475$0$0$0
DANIAL KIM
SVP COMMUNICATIONS (THRU 5/23)$270,482$0$0$0$5,544$0$28,124$0$35,211$0$339,361$0$0$0
STEVEN LOCKE
SVP, GENERAL COUNSEL$268,550$0$0$0$4,069$0$27,931$0$35,307$0$335,857$0$0$0
ROBIN SWITZER
VP HR$261,922$0$0$0$3,806$0$26,244$0$2,469$0$294,441$0$0$0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER (THRU 3/22)$169,622$0$0$0$73,599$0$13,892$0$9,838$0$266,951$0$0$0
STEVEN KAREL
VICE PROVOST FOR RESEARCH$229,925$0$0$0$5,069$0$22,993$0$1,711$0$259,698$0$0$0
ZAMIRA KORFF
SVP ADVANCEMENT (THRU 10/21)$0$0$0$0$144,282$0$0$0$12,459$0$156,741$0$0$0
WILLIAM O'REILLY
CHIEF OF STAFF (THRU 6/22)$129,421$0$0$0$5,037$0$11,848$0$883$0$147,189$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2022, 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 FORM W-2 AND 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 WITH A HOUSING ALLOWANCE AS A CONDITION OF HIS EMPLOYMENT. THE VALUE OF SUCH HOUSING IS INCLUDABLE AS TAXABLE INCOME UNDER IRS CODE SECTION 119 (D). PERSONAL SERVICES: DURING CALENDAR YEAR 2022, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). OTHER BUSINESS EXPENSES: THE UNIVERSITY REIMBURSES ITS OFFICERS AND KEY EMPLOYEES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRES SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATIONS AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.
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 ADDITIONAL SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. ZAMIRA KORFF, SVP OF INSTITUTIONAL ADVANCEMENT, LEFT HER POSITION IN OCTOBER 2021. AS PART OF HER SEPARATION AGREEMENT, MS. KORFF RECEIVED SIX 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. THE DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $142,713 ON JUNE 30, 2022, WHICH ALSO VESTED AND BECAME TAXABLE ON JUNE 30, 2022. A TOTAL OF $306,181 IN DEFERRED COMPENSATION WAS PAID OUT DURING CALENDAR YEAR 2022, WHICH INCLUDES DEFERRED COMPENSATION CREDITED FROM 2020-2022. 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 F.

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$36,500,000CONSTRUCTION, REFUND '04 BOND000
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 BONDS000
MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-1
D0434318140000000002019-07-03$132,703,346REFUND '10 BOND000

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$9,613,040$36,500,000$403,050$14,951,609$21,145,3412014Yes (1)0Yes (1)Yes (1)
B$2,175,000$20,000,000$20,000,000201900Yes (1)Yes (1)
C$4,294,984$41,421,007$435,572$40,985,435Yes (1)0Yes (1)Yes (1)
D$20,954,944$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)00.012100.000200.01230
C000Yes (1)00Yes (1)00.001100.00110
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

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN FFormAndLineReferenceDesc
ExplanationPROCEEDS 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 2013, 2018, 2019 (S-1), AND 2019 (S-2) 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 (C). PART IV, LINE 2C: ARBITRAGE REBATE COMPUTATIONS: THE ARBITRAGE REBATE COMPUTATIONS FOR THE SERIES P, Q, R, S-1, AND S-2 BONDS WERE PERFORMED ON JULY 18, 2023, JUNE 30, 2023, SEPTEMBER 30, 2023, SEPTEMBER 30, 2023, AND SEPTEMBER 30, 2023, RESPECTIVELY.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-2BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP575844PM5CUSIPNum
Bond Issued2019-03-05BondIssuedDt
Issue Price$44,292,634IssuePriceAmt
PurposeCONSTRUCTION OF BUILDINGSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$44,292,634TotalProceedsAmt
Issuance Costs From Proceeds$263,682IssuanceCostsFromProceedsAmt
Capital Expenditures$44,028,952CapitalExpendituresAmt
Substantial Completion2021SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel Research0EngageBondCounselResearchInd
Private Bus Concerning UBI0.00030PrivateBusConcerningUBIPct
Total Private Business Use0.00030TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ELANAH URETSKY
S. URETSKY - EVP$136,563COMP0
LUCY GOODHART
S. KAY - TRUSTEE$59,413COMP0
JESSICA LIEBOWITZ
R. LIEBOWITZ - PRES$71,554COMP0
MARGOT DAVIS
J. DAVIS - TRUSTEE$42,944COMP0

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), MARGOT DAVIS (SPOUSE OF TRUSTEE JONATHAN DAVIS) 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
Contribution32ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution76ContributionCnt
Noncash Contributions Rpt F990$5,860,938NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH LOWMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution38ContributionCnt
Noncash Contributions Rpt F990$24,880NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEQUIPMENTDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesBOOK VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received22Form8283ReceivedCnt
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:A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G, BECAUSE BRANDEIS UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER FINANCIAL ACCOUNTING STANDARDS BOARD 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 1ORGANIZATION'S MISSION 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 11BTHE FINANCE OFFICE IS RESPONSIBLE FOR DRAFTING FORM 990. THE COMPLETED DRAFT IS SUBMITTED FOR REVIEW BY THE UNIVERSITY'S TAX ADVISORY FIRM. RECOMMENDED CHANGES ARE DISCUSSED WITH THE FINANCE OFFICE AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. FOR FISCAL YEAR 2023, 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. 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 -2,448,369.

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-$750,144ShareOfTotalIncomeAmt
Share Of EOY Assets$4,855,320ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.97380OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (22)
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