2020-07-14T06:24:45-05:00 2019-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2018-07-01 042103552 BRANDEIS UNIVERSITY % SAMUEL SOLOMON CFO AND TREA BRAN 7817362000 PO BOX 9110 WALTHAM MA 024549110 SAMUEL SOLOMON CFO & TREASURER 7817362000 2020-07-13 true SHY JOSEPH P01085371 6179881000 2020-07-10 199.206.0.5 04502320201965000001 2020-07-14 P B6D6168A692106E408B10A90D01C50B06DEB2634 5CE8C045D451A9174E08B035B8C1F7990FA45DBA 2018 2021-01-29 14:40:06Z RONALD LIEBOWITZ PO BOX 9110 WALTHAM MA 024549110 701968188 false X WWW.BRANDEIS.EDU X 1947 MA AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. 36 33 5202 2932 1312815 665101 45233439 41754856 369697931 381922956 17841599 70340091 3554982 5037702 436327951 499055605 103882064 110182327 0 0 193377648 198398355 0 0 11580949 151979880 155042254 449239592 463622936 -12911641 35432669 1530178406 1588160821 346389733 375677646 1183788673 1212483175 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. false false 320804550 105815510 284646968 INSTRUCTIONAL AND ACADEMIC SUPPORT: BRANDEIS UNIVERSITY IS A RARE COMBINATION OF A LIBERAL ARTS COLLEGE AND A GLOBAL RESEARCH UNIVERSITY. OUR STUDENT BODY NUMBERS 5,400, INCLUDING UNDERGRADUATES AND GRADUATE STUDENTS. BRANDEIS HAS 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. BRANDEIS WORKS TO CONNECT THEORY AND PRACTICE THROUGH FIELD WORK AND EXPERIENTIAL LEARNING. 48498142 4366817 54292946 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. 38509366 43370952 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. 407812058 true true false true true false true false true true false false false true true true false true false true false true false true false false true true true true false false false false false false false false true false true true false false false true true false false true 6873 0 true 5202 true true true false false false false true true false false false false false false false false false X 36 33 false false false false false false false true true false false true true true true true true true true false AZ CA FL MD MA NJ NY X X X SAMUEL SOLOMON CFO AND TREA 7817362000 415 SOUTH STREET WALTHAM MA 02454 MEYER KOPLOW TRUSTEE - CHAIR 2.0 0.0 X X 0 0 0 LISA R KRANC TRUSTEE - VICE CHAIR 2.0 0.0 X X 0 0 0 BARBARA A MANDEL TRUSTEE - VICE CHAIR 2.0 0.0 X X 0 0 0 CYNTHIA SHAPIRA TRUSTEE - VICE CHAIR 2.0 0.0 X X 0 0 0 CURTIS H TEARTE TRUSTEE - SECRETARY 2.0 0.0 X X 0 0 0 ALLEN B ALTER TRUSTEE 1.0 0.0 X 0 0 0 LESLIE M ARONZON TRUSTEE 1.0 0.0 X 0 0 0 JAYNE G BEKER TRUSTEE 1.0 0.0 X 0 0 0 CYNTHIA L BERENSON TRUSTEE 1.0 0.0 X 0 0 0 BONNIE A BERGER TRUSTEE 1.0 0.0 X 0 0 0 FRANCES R BERMANZOHN TRUSTEE 1.0 0.0 X 0 0 0 DEBORAH BIAL TRUSTEE 1.0 0.0 X 0 0 0 STEVEN M BUNSON TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN G DAVIS TRUSTEE 1.0 0.0 X 0 0 0 MADALYN E FRIEDBERG TRUSTEE 1.0 0.0 X 0 0 0 DANIEL J JICK TRUSTEE 1.0 0.0 X 0 0 0 Ronald L Kaiserman TRUSTEE 1.0 0.0 X 0 0 0 Ellen Lasher Kaplan TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN B KAY TRUSTEE 1.0 0.0 X 0 0 0 JOSHUA M KRAFT TRUSTEE 1.0 0.0 X 0 0 0 Joyce Gail Krasnow TRUSTEE 1.0 0.0 X 0 0 0 GEORGE D KRUPP TRUSTEE 1.0 0.0 X 0 0 0 Martin R Kupferberg TRUSTEE 1.0 0.0 X 0 0 0 GEORG B MUZICANT TRUSTEE 1.0 0.0 X 0 0 0 Louis Perlmutter TRUSTEE 1.0 0.0 X 0 0 0 GREGORY A PETSKO TRUSTEE 1.0 0.0 X 0 0 0 BRUCE G POLLACK TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN R REINER TRUSTEE 1.0 0.0 X 0 0 0 Adam Rifkin TRUSTEE 1.0 0.0 X 0 0 0 Carol R Saivetz TRUSTEE 1.0 0.0 X 0 0 0 BARBARA Z SANDER TRUSTEE 1.0 0.0 X 0 0 0 Mindy L Schneider TRUSTEE 1.0 0.0 X 0 0 0 BRAM SHAPIRO TRUSTEE 1.0 0.0 X 0 0 0 Malcom L Sherman TRUSTEE 1.0 0.0 X 0 0 0 Mark A Surchin TRUSTEE 1.0 0.0 X 0 0 0 PERRY TRANQUINA TRUSTEE 1.0 0.0 X 0 0 0 Barton J Winokur TRUSTEE 1.0 0.0 X 0 0 0 LAN XUE TRUSTEE 1.0 0.0 X 0 0 0 Ronald Liebowitz President 60.0 0.0 X X 882968 0 107068 Orla O'Brien Assistant Secretary 50.0 0.0 X 118527 0 17404 LISA LYNCH PROVOST 50.0 0.0 X 481566 0 85753 Stewart Uretsky EVP Finance and Administration 50.0 0.0 X 521884 0 26650 Samuel Solomon CFO and Treasurer 50.0 0.0 X 299028 0 55555 NICHOLAS WARREN CHIEF INVESTMENT OFFICER 50.0 0.0 X 774442 0 62917 STEVEN LOCKE SVP, GENERAL COUNSEL 50.0 0.0 X 230101 0 90417 JAMES GRAY VP FOR OPERATIONS 50.0 0.0 X 280668 0 30846 James La Creta Chief Information Officer 50.0 0.0 X 262900 0 47202 Robin Nelson-Bailey VP Human Resources UNTIL 9/18 50.0 0.0 X 188281 0 15023 Ira Jackson EVP Communications Until 1/19 50.0 0.0 X 420106 0 55102 Zamira Korff SVP, Institutional Advancement 50.0 0.0 X 468265 0 39862 Edward Hackett VP for Research 50.0 0.0 X 228979 0 21969 DEBORAH SHUFRIN DIRECTOR OF INVESTMENTS 50.0 0.0 X 396689 0 28054 Gina Turrigiano Faculty 50.0 0.0 X 340604 0 75293 Kathryn Appleby Faculty 50.0 0.0 X 336491 0 52245 JON CHILINGERIAN FACULTY 50.0 0.0 X 295533 0 52905 Stuart Altman Faculty 50.0 0.0 X 302349 0 31723 MARIANNE CWALINA FORMER SVP FINANCE/TREASURER 0.0 0.0 X 142303 0 11875 ANDREW FLAGEL FMR SVP, STUDENT & ENROLLMENT 0.0 0.0 X 295472 0 25055 NANCY WINSHIP FMR SVP INST ADVANCEMENT 0.0 0.0 X 255652 0 23080 7522808 0 955998 385 true true false Bond Brothers Inc 145 Spring Street EVERETT MA 02149 Construction 22938436 Sodexo Inc PO Box 360170 PITTSBURGH PA 152516170 Food Service 16320375 Consigli Construction Co Inc 72 Sumner Street MILFORD MA 01757 Construction 3744957 Integration Partners Corp 12 Hartwell Avenue LEXINGTON MA 02421 Telecommunication 2535586 Collaborative Solutions LLC 11190 Sunrise Valley Drive Suite 1 RESTON VA 20191 Consulting 2346109 182 469458 274693 41010705 4200139 41754856 TUITION & FEES 611710 274420900 274420900 SPONSORED PROGRAMS 611710 54292946 54292946 AUXILIARY SERVICES 721000 43370952 43137778 101284 131890 BRANDEIS NATIONAL COMMITTEE 611710 1466474 1466474 FOSTER BIO LAB 611710 122641 122641 8249043 8246043 3000 381922956 8869170 -550457 9419627 0 3021369 3021369 1628423 1628423 0 1628423 894136 734287 264036437 202545563 19953 61490874 -19953 61470921 742211 60728710 347067 274693 347067 0 0 0 0 0 0 MISCELLANEOUS INCOME 611710 387910 387910 387910 499055605 381952051 1312815 74035883 4366818 4366818 103743665 103743665 2071844 2071844 0 6039101 828028 4456702 754371 2349874 1859410 450490 39974 154203855 136450259 12387231 5366365 10040609 8929644 756879 354086 14519994 12593817 1394888 531289 11244922 9799084 1033531 412307 0 2353106 773441 1579665 385400 385400 5939 5939 0 3434696 3434696 5683604 2749188 2332175 602241 1252724 1094269 143755 14700 11838910 9095697 2177079 566134 6475365 4413539 1997606 64220 0 20177429 18286063 1645463 245903 6441459 5920786 335049 185624 0 2211656 2121287 32925 57444 9865103 8941476 782282 141345 0 25796955 24297496 1117112 382347 1444246 10029 1434194 23 DINING SERVICES 20482445 18624509 1768998 88938 STIPENDS AND FELLOWSHIPS 11266479 11259479 7000 STUDY ABROAD PAYMENTS 4658981 4658981 LIBRARY 3990938 3989172 1766 17276819 10928138 4575043 1773638 463622936 407812058 44229929 11580949 3817201 714031 25171960 28509249 10350109 8211594 13993774 10244924 0 0 0 0 10460623 9133241 322732 341185 9890379 14498344 818680167 455114747 363366482 363565420 1069923562 1096897557 0 0 0 0 0 0 22881584 56045276 1530178406 1588160821 30529638 27867743 0 0 22159034 21623475 242095675 275541970 0 0 0 0 29450000 28875000 0 0 22155386 21769458 346389733 375677646 X 184614530 182856727 322407829 334446925 676766314 695179523 1183788673 1212483175 1530178406 1588160821 X 35432669 -6270905 -467262 X false true X true true true X 48364246 36329038 79939479 45233439 41754856 251621058 0 0 48364246 36329038 79939479 45233439 41754856 251621058 40147396 211473662 10970543 8162116 12648338 15456642 13175283 60412922 0 99743 88305 130592 109740 131890 560270 312594250 1819884750 0.67651 0.69540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 5939 5939 false LOBBYING ACTIVITY PART II-B, LINE 1I 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, NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES AND SOCIETY FOR HUMAN RESOURCE MANAGEMENT. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $5,939. 11 420614 438312 1008128 true true X X X X false 1046386224 19978652 58779655 21139541 30479126 1073525864 976887018 23964663 95171930 18988748 30648639 1046386224 866777766 62895086 95868789 16645319 32009304 976887018 915087079 27549415 -29715218 14288816 31854694 866777766 861152435 50320741 46096107 15474765 27007439 915087079 0.09770 0.62920 0.27310 false false 45833152 45833152 360598692 167115207 193483485 220410606 173757660 46652946 172812434 114241880 58570554 19025283 19025283 363565420 0 ESTIMATED LIABILITY TO ANNUITANTS 10068691 DEFERRED COMPENSATION AND SEVERANCE 510120 ENVIRONMENTAL LIABILITY 5551758 REFUNDABLE STUDENT LOAN ADVANCES 5102306 CAPITAL LEASE LIABILITY 536583 21769458 X 383067233 -6270905 -106282771 -112553676 495620909 3434696 3434696 499055605 354372731 -105815509 -105815509 460188240 3434696 3434696 463622936 COLLECTIONS OF ART PART III, LINE 1: 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 2 BRANDEIS UNIVERSITY HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2019 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, BRANDEIS UNIVERSITY HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TEMPORARILY RESTRICTED ENDOWMENT. ENDOWMENT FUNDS PART V, LINE 4 BRANDEIS UNIVERSITY'S ENDOWMENT AND QUASI-ENDOWMENT CONSISTS OF APPROXIMATELY 1,900 INDIVIDUAL ENDOWMENT ACCOUNTS ESTABLISHED FOR A VARIETY OF PURPOSES IN ACCORDANCE WITH THE APPLICABLE LAW AND DONOR INTENT AND FUNDS DESIGNATED BY THE UNIVERSITY'S BOARD TO OPERATE AS ENDOWMENT (QUASI-ENDOWMENT). A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL AID ASSISTANCE TO UNDERGRADUATE AND GRADUATE STUDENTS. OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF ENDOWED CHAIRS AND PROFESSORSHIPS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S ENDOWMENT INVESTMENT OBJECTIVES ARE TO MAXIMIZE RISK-ADJUSTED RETURNS FOR A LONG-TERM HORIZON. THE ENDOWMENT INTENDS TO ACHIEVE ITS OBJECTIVES BY INVESTING IN MULTIPLE ASSET CLASSES. IN ORDER TO MEET THE PRIMARY INVESTMENT GOALS FOR ENDOWMENT FUNDS, THE AVERAGE ANNUAL NET TOTAL RETURN OVER AN EXTENDED PERIOD, AFTER ADJUSTING FOR INFLATION, IS DEEMED SUFFICIENT TO SUPPORT THE SPENDING RATE AS DETERMINED BY THE UNIVERSITY'S BOARD OF TRUSTEES. TO HAVE A REASONABLE PROBABILITY OF ACHIEVING THE ENDOWMENT'S PRIMARY INVESTMENT GOAL AT AN ACCEPTABLE RISK LEVEL, THE INVESTMENT COMMITTEE HAS ADOPTED A LONG-TERM ASSET ALLOCATION POLICY. FIN 48 (ASC 740) FOOTNOTE PART X, LINE 2 THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE CODE), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN PART XI, LINE 2D UNIVERSITY FUNDED FINANCIAL AID (105,815,509) CHANGE IN VALUE OF SPLIT INTEREST (467,262) ------------- TOTAL (106,282,771) OTHER EXPENSES INCLUDED ON RETURN BUT NOT FINANCIAL STATEMENTS PART XII, LINE 4B UNIVERSITY FUNDED FINANCIAL AID 105,815,509 ------------ TOTAL 105,815,509 true true true true true true true false false false false false false false false true false true NONDISCRIMINATION POLICY PART I, LINE 3 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 Universitys homepage. Brandeis University is committed to providing its students, faculty and staff with an environment conducive to learning and working and where all people are treated with respect and dignity. Toward that end, it is essential that Brandeis be free from discrimination and harassment on the basis of race, color, ancestry, religious creed, gender identity and expression, national or ethnic origin, caste, sex, sexual orientation, pregnancy, age, genetic information, disability, military or veteran status or any other category protected by law (also known as membership in a "protected class"). Violations of this policy will not be tolerated and may result in corrective actions up to and including termination from employment. The University has the responsibility to help prevent harassment and discrimination from occurring, to pursue concerns of which it is aware, to investigate concerns thoroughly and in an impartial fashion, and to take immediate and appropriate action to remedy instances of harassment and discrimination. Brandeis takes this responsibility seriously. Therefore, violations of this policy will not be tolerated and may result in corrective action up to and including release from employment. The Univerity makes its policy available year-round on its website: www.brandeis.edu/humanresources/policies/non-discrimination-harassment.htm l FUNDS FROM GOVERNMENT AGENCIES PART I, LINE 6A THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS, TO SUPPORT SPONSORED RESEARCH AND THE CONSTRUCTION OF EDUCATIONAL FACILIITIES. true Central America and the Caribbean Program Services STUDY ABROAD 21992 East Asia and the Pacific Program Services STUDY ABROAD 750131 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 2780060 Middle East and North Africa Program Services STUDY ABROAD 91434 North America Program Services STUDY ABROAD 11965 South America Program Services STUDY ABROAD 278986 South Asia Program Services STUDY ABROAD 71098 Sub-Saharan Africa Program Services STUDY ABROAD 112449 Europe (Including Iceland and Greenland) Program Services CERN 1089004 East Asia and the Pacific Program Services Foreign Research 31558 Europe (Including Iceland and Greenland) Program Services Foreign Research 21696 Middle East and North Africa Program Services Foreign Research 69205 North America Program Services Foreign Research 22999 South America Program Services Foreign Research 1000 South Asia Program Services Foreign Research 2300 Sub-Saharan Africa Program Services Foreign Research 25974 Central America and the Caribbean Investments 288176197 Europe (Including Iceland and Greenland) Investments 4852395 293558048 4852395 298410443 SCHOLARSHIP AND FINANCIAL AID Central America and the Caribbean 2 21992 SEE PART V SCHOLARSHIP AND FINANCIAL AID East Asia and the Pacific 54 434674 See Part V SCHOLARSHIP AND FINANCIAL AID Europe (Including Iceland and Greenland) 164 1280561 See Part V SCHOLARSHIP AND FINANCIAL AID Middle East and North Africa 8 54328 See Part V SCHOLARSHIP AND FINANCIAL AID South America 18 161289 See Part V SCHOLARSHIP AND FINANCIAL AID South Asia 4 44660 See Part V SCHOLARSHIP AND FINANCIAL AID Sub-Saharan Africa 7 74340 See Part V true false true true true false PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALS PART I, LINE 2 BRANDEIS UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS THAT ARE STUDYING ABROAD. THE UNIVERSITY ENSURES THAT SUCH GRANTS AND OTHER ASSISTANCE ARE USED FOR STUDY ABROAD PURPOSES OR ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE BY DIRECTLY APPLYING THE GRANTS AND ASSISTANCE TO THE STUDY ABROAD INSTITUTIONS. MANNER OF CASH DISBURSEMENT PART III, COLUMN (E) 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. Luncheon 182809 70269 112540 0 0 0 92992 0 19548 Luncheon 54091 26551 27540 0 0 1500 22339 0 3701 21 384860 177873 206987 0 0 52354 127079 0 27554 621760 274693 347067 0 0 53854 242410 0 50803 347067 true BROWN UNIVERSITY PO BOX 1839 PROVIDENCE RI 029121839 050258809 501(C)(3) 111167 Research COMMONWEALTH OF MASSACHUSETTS 1 ASHBURTON PLACE BOSTON MA 02108 046002284 GOV'T 6888 Research IJIS INSTITUTE 44983 KNOLL SQUARE ASHBURN VA 20147 311783179 501(C)(3) 813134 Research MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 041564655 501(C)(3) 17573 Research NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 143314 Research PALO ALTO INSTITUTE FOR RESEARCH 3801 MIRANDA AVE PALO ALTO CA 943040038 770207331 501(C)(3) 41149 Research PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 042103580 501(C)(3) 565689 Research REGENTS OF THE UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 386006309 501(c)(3) 194257 Research REGENTS OF THE UNIVERSITY OF MINNESOTA 3 MORRILL HALL 100 CHURCH ST SE MINNEAPOLIS MN 55455 416007513 GOV'T 94499 Research THE SCRIPPS RESEARCH INSTITUTE 10550 N TORREY PINES RD LA JOLLA CA 92037 990435954 501(C)(3) 21502 Research TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 042103545 501(C)(3) 34319 Research TRUSTEES OF DARTMOUTH COLLEGE DARTMOUTH COLLEGE HANOVER NH 03755 020222111 501(c)(3) 5718 Research TRUSTEES OF TUFTS COLLEGE 419 BOSTON AVE MEDFORD MA 02155 042103634 501(C)(3) 845408 Research UNIVERSITY OF MASSACHUSETTS - AMHERST CONTROLLERS OFFICE 405 GOODELL BUILDING 140 HICKS WAY AMHERST MA 010039272 043167352 GOV'T 251229 Research UNIVERSITY OF MASSACHUSETTS - WORCESTER 55 N LAKE AVE WORCESTER MA 01655 043167352 GOV'T 83156 Research UNIVERSITY OF MISSOURI - COLUMBIA AR PO BOX 807012 KANSAS CITY MO 641807012 436003859 GOV'T 240898 Research UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON ST COLUMBIA SC 29208 576001153 GOV'T 15418 Research AUTISTIC SELF ADVOCACY NETWORK PO Box 66122 Washington DC 20035 261270198 501(C)(3) 27500 Research BOSTON UNIVERSITY 881 Commonweatlh Avenue Boston MA 02215 042103547 501(c)(3) 12056 Research HEBREW SENIOR LIFE 1200 Centre Street Roslindale MA 02131 042104298 501(c)(3) 82982 Research WALKING CINEMA 339 Liberty Street San Francisco CA 94114 472408672 501(c)(3) 22563 Research VASSAR COLLEGE 124 Raymond Ave Box 12 Poughkeepsie NY 12604 141338587 501(c)(3) 134733 Research UNIVERSITY OF TEXAS 301 University BLVD Galveston TX 77555 746000949 Gov't 13580 Research UNIVERSITY OF NEW HAMPSHIRE 9 Edgewood Rd Durham NH 03824 020437506 Gov't 103673 Research THE OHIO STATE UNIVERSITY 1960 Kenny Road Columbus OH 432101063 316025986 Gov't 36667 Research THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 Francis Street Boston MA 02115 042312909 501(c)(3) 118570 Research SIENA COLLEGE 515 Loudon Road Loudonville NY 122111462 141338498 501(c)(3) 15000 Research ROCHESTER INSTITUTE OF TECHNOLOGY 46 Lomb Memorial Drive Rochester NY 14623 160743140 501(c)(3) 23062 Research RIGHT QUESTION INSTITUTE 2464 Massachusetts Ave Ste 314 Cambridge MA 02140 043099027 501(c)(3) 81994 Research REGENTS OF UNIVERSITY OF CALIFORNIA 220 Montgomery St San Francisco CA 91404 946036493 501(c)(3) 5629 Research NEW YORK UNIVERSITY 105 E 17th St 2nd Fl New York NY 100039580 135562308 501(c)(3) 132152 Research IMAJ ASSOCIATES INC 11 William Reynolds Farm Road W Kingstown RI 02892 460541081 25000 Research HUMAN SERVICES RESEARCH INSTITUTE 2336 Massachusetts Avenue Cambridge MA 02140 521039368 501(c)(3) 10469 Research DISABILITY RIGHTS EDUC & DEFENSE FUND 3075 Adeline Street Suite 210 Berkeley CA 94703 942620758 501(c)(3) 21081 Research DISABILITY POLICY CONSORTIUM 11 Dartmouth Street Suite 301 Malden MA 02148 043570281 501(c)(3) 14789 Research 34 1 UNDERGRADUATE FINANCIAL AID 2237 70149440 MASTERS PROGRAM FINANCIAL AID 1055 18818915 DOCTORAL PROGRAM FINANCIAL AID 490 12933943 CONTINUING PROGRAM FINANCIAL AID 22 374341 OTHER FINANCIAL AID 43 452946 TRAINEE TUITION AND FEES 208 781720 TUITION DISCOUNT 163 232360 PROCEDURE OF MONITORING USE OF GRANTS TO GOVERMENTAL AGENCIES & GOVERMENTS PART I, LINE 2 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. PROCEDURE OF MONITORING USE OF GRANTS AND ASSISTANCE TO INDIVIDUALS PART III THE UNIVERSITY PROVIDES GRANTS AND SCHOLARSHIPS TO STUDENTS AND APPLIES THE FINANCIAL AID DIRECTLY CREDITING EACH STUDENT'S ACCOUNT. X X X true true X X X X X X true true false false false false false false false Ronald Liebowitz President 697519 0 0 0 185449 0 71000 0 39902 0 993870 0 0 0 LISA LYNCH PROVOST 454946 0 0 0 26620 0 27500 0 60273 0 569339 0 0 0 Stewart Uretsky EVP Finance and Administration 469400 0 35000 0 17484 0 26650 0 2020 0 550554 0 0 0 Samuel Solomon CFO and Treasurer 291750 0 0 0 7278 0 27500 0 30291 0 356819 0 0 0 NICHOLAS WARREN CHIEF INVESTMENT OFFICER 734927 0 0 0 39515 0 22000 0 42937 0 839379 0 0 0 STEVEN LOCKE SVP, GENERAL COUNSEL 228279 0 0 0 1822 0 24646 0 67523 0 322270 0 0 0 JAMES GRAY VP FOR OPERATIONS 276706 0 0 0 3962 0 22000 0 10794 0 313462 0 0 0 James La Creta Chief Information Officer 261307 0 0 0 1593 0 21797 0 27606 0 312303 0 0 0 Robin Nelson-Bailey VP Human Resources UNTIL 9/18 187667 0 0 0 614 0 15023 0 267 0 203571 0 0 0 Ira Jackson EVP Communications Until 1/19 393328 0 0 0 26778 0 27500 0 28803 0 476409 0 0 0 Zamira Korff SVP, Institutional Advancement 415971 0 50000 0 2294 0 7243 0 34639 0 510147 0 0 0 Edward Hackett VP for Research 219690 0 0 0 9289 0 21969 0 1627 0 252575 0 0 0 DEBORAH SHUFRIN DIRECTOR OF INVESTMENTS 386972 0 0 0 9717 0 22000 0 7065 0 425754 0 0 0 Gina Turrigiano Faculty 309613 0 0 0 30991 0 27500 0 48841 0 416945 0 0 0 Kathryn Appleby Faculty 302605 0 0 0 33886 0 27500 0 25953 0 389944 0 0 0 JON CHILINGERIAN FACULTY 288716 0 0 0 6817 0 27500 0 26654 0 349687 0 0 0 Stuart Altman Faculty 296536 0 0 0 5813 0 27500 0 5147 0 334996 0 0 0 MARIANNE CWALINA FORMER SVP FINANCE/TREASURER 0 0 0 0 142303 0 0 0 11875 0 154178 0 0 0 ANDREW FLAGEL FMR SVP, STUDENT & ENROLLMENT 223821 0 0 0 71651 0 11028 0 15102 0 321602 0 0 0 NANCY WINSHIP FMR SVP INST ADVANCEMENT 212993 0 0 0 42659 0 22329 0 1418 0 279399 0 0 0 PART I, QUESTION 1 TRAVEL FOR COMPANIONS During calendar year 2018, the University reimbursed President Liebowitz for travel expenses incurred by his spouse while conducting business of the University. Such reimbursements were made in accordance with University policy. None of the reimbursements were treated as taxable compensation. 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 2018, the University reimbursed President Liebowitz for personal legal, travel, 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 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. Marianne Cwalina, SVP of Finance and Treasurer, left her position at the end of fiscal year 2017. As part of her separation agreement, Ms. Cwalina received severance of $142,303, which was included in her W-2 and reported on Schedule J Part II Column B(iii). 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 $43,500 ON JUNE 30, 2018. THE AMOUNT IS NOT VESTED OR TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN C AS DEFERRED COMPENSATION. A MA DEVELOPMENT FINANCE AGENCY 2010 - SERIES O 043431814 57583RW92 2010-03-09 188794806 Refund '98 & '08 bonds false false false B MA DEVELOPMENT FINANCE AGENCY 2013 - SERIES P 043431814 2013-07-18 36500000 CONSTRUCTION, REFUND '04 BOND false false false C MA DEVELOPMENT FINANCE AGENCY 2017 - SERIES Q 043431814 2017-06-15 20000000 CONSTRUCTION false false false D MA DEVELOPMENT FINANCE AGENCY 2018 - SERIES R 043431814 57584YLJ6 2018-08-21 41421007 Refund '08 Bonds false false false A 40330000 0 188794806 0 0 0 1501706 0 6500000 18000000 162793100 0 2010 true false true true B 3730447 0 36500000 0 0 0 403050 0 0 14591609 21505341 0 2014 true false true true C 625000 0 20000000 0 0 0 0 0 0 20000000 0 0 2019 false false false true D 0 0 41421007 0 0 0 358934 0 0 0 41062073 0 true false false true A false false false true false 0.00790 0.00490 0.01280 false false false true B false false false false 0.01110 0.01110 false false false true C false false true true false 0.01320 0.00070 0.01390 false false false true D false false false true false 0.01060 0.00540 0.01600 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true PART I, COLUMN F PROCEEDS FROM THE SERIES O BOND WERE USED FOR THE REFUND OF '98 BOND ISSUED ON 11/15/1998. PROCEEDS FROM THE SERIES P BOND WERE USED FOR THE REFUND OF '04 BOND ISSUED ON 01/08/2004. PART III, LINE 3A SERIES 2010, 2013, 2018, & 2019 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 2010, 2013, 2017 and 2018 bonds were performed on October 1, 2019, June 30, 2019, May 31, 2019, and July 31, 2019, respectively. A MA DEVELOPMENT FINANCE AGENCY 2019 - SERIES S-2 043431814 2019-03-05 44292634 CONSTRUCTION OF BUILDINGS false false false A 0 0 44292634 0 0 0 233842 0 0 1642748 0 42416044 false false false true A false false false true false 0.00610 0.00610 false false false true A true false false 0 false 0 false true A true JESSICA LIEBOWITZ R. LIEBOWITZ - PRESIDENT 59448 EMPLOYEE COMPENSATION false LUCY GOODHART S. KAY - TRUSTEE 32773 EMPLOYEE COMPENSATION false MARGOT DAVIS J. DAVIS - TRUSTEE 19066 EMPLOYEE COMPENSATION false ELANAH URETSKY S. URETSKY - EXECUTIVE VP OF ADMIN & FINANCE 86785 EMPLOYEE COMPENSATION false PART IV THE UNIVERSITY ENGAGES FAMILY MEMBERS OF OFFICERS OR TRUSTEES OF THE UNIVERSITY, IN THE ORDINARY COURSE OF BUSINESS, AS FOLLOWS: Jessica Liebowitz, spouse of University President Ronald Liebowitz, is employed by the University as a visiting scholar who studies doctoral education. Ms. Liebowitz received employee compensation of $59,448. President Liebowitz does not participate in establishing the compensation of Ms. Liebowitz. Lucy Goodhart, daughter in law of Trustee Stephen Kay, is employed by the University as a lecturer in International and Global Studies and Politics. Ms. Goodhart received employee compensation of $32,773. Mr. Kay does not participate in establishing the compensation of Ms. Goodhart. Margot Davis, spouse of University Trustee Jonathan Davis, is employed by the University as a staff member of the Heller School of Social Policy and Management. Ms. Davis received employee compensation of $19,066. Mr. Davis does not participate in establishing the compensation of Ms. Davis. Elanah Uretsky, spouse of Executive Vice President of Administration and Finance Stewart Uretsky, is employed by the University as an associate professor in the International and Global Studies Program. Ms. Uretsky received employee compensation of $86,785. Mr. Uretsky does not participate in establishing the compensation of Ms. Uretsky. X 125 4189788 AVERAGE OF HIGH LOW X PHONOGRAPH & BOOKSHELVES 7 1 NO APPRAISAL X SPECIAL COLLECTION 4 10350 NO APPRAISAL 2 false true false NUMBER OF CONTRIBUTIONS LINE 1, COLUMN (B) The university is reporting in Part 1, column (b), the number of items received. GIFT ACCEPTANCE POLICY PART I, LINE 31 Brandeis University's gift acceptance policy is available online at www.brandeis.edu. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL 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. REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE 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 2019, the Board of Trustees has delegated the review of the Form 990 to the Risk Management and Audit Committee. 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 REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY OF THE FORM 990 WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C The Brandeis University conflict of interest policy for trustees, officers and committee members establishes a process whereby potential, apparent and actual conflicts of interest of trustees, officers and non-trustee committee members may properly be avoided or managed so that the best interests of the University are protected. Officers, trustees and committee members complete an annual conflict of interest disclosure form, which is consistent with the policy and the applicable regulatory and auditing requirements. 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 of resolutions that pertain directly to their conflict. COMPENSATION POLICY FORM 990, PART VI, SECTION B, LINE 15B The university is committed to attracting, retaining, and motivating qualified employees, relating compensation to performance, promoting an equitable relationship between compensation and responsibility and ensuring compliance with law and regulation. This process is the foundation of all hiring, annual performance evaluations and salary adjustments. The Board of Trustees is responsible for approving the Presidents compensation based upon recommendation from the Executive Committee of the Board of Trustees. Compensation paid to the Presidents 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 Presidents 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. PUBLIC DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 The organization's financial statements and Form 990 are available online at www.brandeis.edu/financialaffairs. The University's governing documents are available online at www.brandeis.edu. The organization's Form 990 and audited financial statements are also available at the website of Massachusetts Attorney General. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST (467,262) -------------- TOTAL (467,262) PARTNERSHIP 1 INVESTING NA 157926 36225234 true 0 false 0.99944 PARTNERSHIP 2 INVESTING NA 604870 13928408 true 357927 false 0.92819 PARTNERSHIP 3 INVESTING NA -24600 28584346 true 0 false 0.98349 CHARITABLE REMAINDER TRUSTS (22) INVESTING NA TRUST true false true false false false false false false false false false false false false false false false false true PARTNERSHIP 1 B 30000000 FMV PARTNERSHIP 2 B 492207 FMV PARTNERSHIP 3 B 30000000 FMV PARTNERSHIP 2 S 2111229 FMV NORMA W FINK REMAINDER UNITRUST S 62175 FMV PART IV, LINE 1 DOMICILE STATES: MA - 21 FL - 1