BRANDEIS UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-14
IRS object ID: 201441349349305509
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-14T15:24:04-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 South Street	AddressLine1
City	Boston	City
State	MA	State
ZIP Code	02111	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103552	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BRANDEIS UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% MARIANNE CWALINA SVP & CFO	InCareOfName
Name Control	BRAN	NameControl
Phone	7817362000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 9110	AddressLine1
Address Line2	Suite MS 110	AddressLine2
City	WALTHAM	City
State	MA	State
ZIP Code	024549110	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARIANNE CWALINA	Name
Title	SVP & CFO	Title
Phone	7817362000	Phone
Date Signed	2014-05-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	6179881000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	FREDERICK LAWRENCE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	415 SOUTH STREET	AddressLine1
City	WALTHAM	City
State	MA	State
ZIP Code	02454	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	635577766	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.BRANDEIS.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1947	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	BRANDEIS UNIVERSITY IS AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	37	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	33	NbrIndependentVotingMembers
Total Nbr Employees	5422	TotalNbrEmployees
Total Nbr Volunteers	2150	TotalNbrVolunteers
Total Gross UBI	1339359	TotalGrossUBI
Contributions Grants Prior Year	38465958	ContributionsGrantsPriorYear
Contributions Grants Current Year	33638176	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	308436909	ProgramServiceRevenuePriorYear
Program Service Revenue CY	318327793	ProgramServiceRevenueCY
Investment Income Prior Year	14337030	InvestmentIncomePriorYear
Investment Income Current Year	42716679	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2711694	OtherRevenuePriorYear
Other Revenue Current Year	3326014	OtherRevenueCurrentYear
Total Revenue Prior Year	363951591	TotalRevenuePriorYear
Total Revenue Current Year	398008662	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	86311234	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	86559395	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	163045041	SalariesEtcPriorYear
Salaries Etc Current Year	172957265	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	11533862	TotalFundrsngExpCurrentYear
Other Expense Prior Year	131588453	OtherExpensePriorYear
Other Expenses Current Year	137977796	OtherExpensesCurrentYear
Total Expenses Prior Year	380944728	TotalExpensesPriorYear
Total Expenses Current Year	397494456	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-16993137	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	514206	RevenuesLessExpensesCY
Total Assets BOY	1179085690	TotalAssetsBOY
Total Assets EOY	1248423585	TotalAssetsEOY
Total Liabilities BOY	335062622	TotalLiabilitiesBOY
Total Liabilities EOY	326545272	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	844023068	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	921878313	NetAssetsOrFundBalancesEOY
Mission Description	BRANDEIS UNIVERSITY IS AN EDUCATIONAL INSTITUTION, A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	254730126	Expense
Grants	85137885	Grants
Revenue	223624828	Revenue
Description	Brandeis University is a rare combination of a liberal arts college and a global research university. Our student body numbers 5,000, including undergraduates and graduate students. We have a Graduate School of Arts and Sciences and two professional schools, the Heller School for Social Policy and Management and the International Business School. The Rabb School of Continuing Studies offers graduate professional programs for part-time students. Many academic programs are enriched by myriad interactions with the numerous other leading universities in the area. We work to connect theory and practice, through field work, internships and other forms of experiential learning.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	55755996	Expense
Grants	1421510	Grants
Revenue	62203139	Revenue
Description	Sponsored Programs include various research and instructional programs funded by external parties, including the Federal government, foreign and state governments and private foundations and corporations. Brandeis research is at the heart of many societal, artistic, intellectual and scientific advances. Research at Brandeis is interdisciplinary, bold and collaborative. Its an approach that enables the faculty to leverage the relatively small size of the university to achieve an impact well beyond the sum of its parts. Brandeis is wholly committed to the proposition that basic research is the engine of innovation in human health and well-being.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	33710123	Expense
Revenue	32764933	Revenue
Description	Auxiliary Enterprises: Brandeis University serves the needs and interests of students and has broad responsibility for the services and activities that enhance the quality of student 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.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	344196245	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	false	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	true	MoreThan5000KToOrganizations
More Than5000 K To Individuals	true	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	true	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	7476	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5422	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	37	NbrVotingGoverningBodyMembers
Number Independent Voting Members	33	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	FL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NJ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MARIANNE CWALINA SVP CFO	NamePerson
Telephone Number	7817362000	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	415 SOUTH STREET	AddressLine1
City	WALTHAM	City
State	MA	State
ZIP Code	02453	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (57 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
MALCOLM L SHERMAN
TRUSTEE - CHAIR	2.0	X	0	0	0
JONATHAN G DAVIS
TRUSTEE - VICE CHAIR	2.0	X	0	0	0
JONATHON S JACOBSON
TRUSTEE - VICE CHAIR	2.0	X	0	0	0
MARTIN J GROSS
TRUSTEE - SECRETARY	2.0	X	0	0	0
BARBARA A MANDEL
TRUSTEE - TREASURER	2.0	X	0	0	0
HENRY ABOODI
TRUSTEE	1.0	X	0	0	0
ALLEN B ALTER
TRUSTEE	1.0	X	0	0	0
FRANCES BERMANZOHN
TRUSTEE	1.0	X	0	0	0
DANIEL J ELKAIM
TRUSTEE	1.0	X	0	0	0
THOMAS L FRIEDMAN
TRUSTEE	1.0	X	0	0	0
MICHAEL G FRIEZE
TRUSTEE	1.0	X	0	0	0
PAUL S GROGAN
TRUSTEE	1.0	X	0	0	0
JAMES HUMPHREYS
TRUSTEE	1.0	X	0	0	0
DANIEL J JICK
TRUSTEE	1.0	X	0	0	0
LAWRENCE S KANAREK
TRUSTEE	1.0	X	0	0	0
ELLEN LASHER KAPLAN
TRUSTEE	2.0	X	0	0	0
STEPHEN B KAY
TRUSTEE	1.0	X	0	0	0
MEYER KOPLOW
TRUSTEE	1.0	X	0	0	0
MICHAEL KOSS
TRUSTEE	1.0	X	0	0	0
LISA R KRANC
TRUSTEE	1.0	X	0	0	0
GEORGE D KRUPP
TRUSTEE	1.0	X	0	0	0
JEANETTE LERMAN
TRUSTEE	1.0	X	0	0	0
STUART LEWTAN
TRUSTEE	1.0	X	0	0	0
LESLIE PEARLSTEIN
TRUSTEE	1.0	X	0	0	0
LOUIS PERLMUTTER
TRUSTEE	1.0	X	0	0	0
BRUCE G POLLACK
TRUSTEE	1.0	X	0	0	0
LEONARD POTTER
TRUSTEE	1.0	X	0	0	0
RONALD A RATNER
TRUSTEE	2.0	X	0	0	0
STEPHEN R REINER
TRUSTEE	2.0	X	0	0	0
ADAM RIFKIN
TRUSTEE	1.0	X	0	0	0
CAROL R SAIVETZ
TRUSTEE	1.0	X	0	0	0
MICHAEL J SANDEL
TRUSTEE	2.0	X	0	0	0
PERRY TRAQUINA
TRUSTEE	2.0	X	0	0	0
BARTON J WINOKUR
TRUSTEE	1.0	X	0	0	0
RHONDA M ZINNER
TRUSTEE	1.0	X	0	0	0
PAUL M ZLOTOFF
TRUSTEE	1.0	X	0	0	0
FREDERICK M LAWRENCE
PRESIDENT	60.0	X	878572	0	73561	X
STEVEN GOLDSTEIN
PROVOST, CHIEF ACADEMIC OFF'R	50.0		682354	0	46895	X
DAVID BUNIS
SVP, CHIEF OF STAFF	50.0		486057	0	53843	X
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER	50.0		190449	0	0	X
MARIANNE CWALINA
SVP/CFO AS OF 1/1/13	50.0		193783	0	41516	X
FRANCES DROLETTE
SVP/CFO until 12/31/12	50.0		496331	0	49295	X
CHRISTOPHER O'BRIEN
VP FINANCE & TREASURER	50.0		217544	0	26372	X
JOHN HOSE
ASST. SECRETARY OF THE CORP	50.0		185697	0	40646	X
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT	50.0		210714	0	40853		X
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT	50.0		1195589	0	69287		X
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	50.0		485706	0	25000		X
MARK COLLINS
SVP, ADMINISTRATION	50.0		291944	0	29747		X
JUDITH SIZER
SVP, GENERAL COUNSEL	50.0		203474	0	27921		X
ANDREW GULLY
SVP, COMM & EXTERNAL AFFAIRS	50.0		167157	0	29020		X
JOHN UNSWORTH
Vice Provost/Chief Info Off'r	50.0		248484	0	41516		X
JEHUDA REINHARZ
Faculty/Former Officer	50.0		385212	0	35293			X
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL	50.0		376742	0	81948			X
IRVING EPSTEIN
FACULTY	50.0		293055	0	28502			X
EVE MARDER
FACULTY	50.0		270243	0	35293			X
LISA LYNCH
DEAN, HELLER SCHOOL	50.0		250648	0	52661			X
MARTHA KRAUSS
FACULTY/FORMER PROVOST	50.0		105713	0	25575				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7815468	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	854744	TotalOtherCompensation
Number Individuals GT100 K	270	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
GREENERU
ONE MOODY STREET	WALTHAM	MA	02453	CAMPUS SUSTAINABLITY	1924588
BETH ISRAEL DEACONESS MEDICAL CENTE
109 BROOKLINE AVE	BOSTON	MA	02215	HEALTH SERVICES	1133127
ROPES AND GRAY
PO BOX 414265	BOSTON	MA	022414265	LEGAL	333971
KPMG LLP
TWO FINANCIAL CENTER 60 STATE ST	BOSTON	MA	02111	AUDIT AND TAX	273830
IMAI KELLER MOORE ARCHITECTS
70 PHILLIPS STREET	WATERTOWN	MA	02472	ARCHITECTS	268926

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	152	NumberOfContractorsGT100K
Membership Dues	305757	MembershipDues
Fundraising Events	237520	FundraisingEvents
Government Grants	101666	GovernmentGrants
All Other Contributions	32993233	AllOtherContributions
Noncash Contributions	2033171	NoncashContributions
Total Contributions	33638176	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
TUITION & FEES	611710	217613074	217613074
AUXILIARIES	721000	32764934	32352575	346247	$66,112
SPONSORED PROGRAMS	611710	62203139	62203139
FOSTER BIO LAB	621500	191970		191970
BRANDEIS NATIONAL COMMITTEE	721000	1566509	1566509

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3988167	TotalRevenueColumn
Related Or Exempt Function Income	3985167	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	3000	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	318327793	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3761690	TotalRevenueColumn
Unrelated Business Revenue	-786381	UnrelatedBusinessRevenue
Exclusion	$4,548,071	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	921208	TotalRevenueColumn
Exclusion	$921,208	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2139699	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	2139699	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	2139699	TotalRevenueColumn
Unrelated Business Revenue	710232	UnrelatedBusinessRevenue
Exclusion	$1,429,467	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	276224981	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	237269992	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	38954989	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	38954989	TotalRevenueColumn
Unrelated Business Revenue	874291	UnrelatedBusinessRevenue
Exclusion	$38,080,698	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	299112	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	237520	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	299112	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Business Code	611710	BusinessCode
Total Revenue Column	265107	TotalRevenueColumn
Related Or Exempt Function Income	265107	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	265107	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	398008662	TotalRevenueColumn
Related Or Exempt Function Income	317985571	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1339359	UnrelatedBusinessRevenue
Exclusion	$45,045,556	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1357010	Total
Program Services	1357010	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	83700648	Total
Program Services	83700648	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	1501737	Total
Program Services	1501737	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	6739727	Total
Program Services	857191	ProgramServices
Management And General	4289121	ManagementAndGeneral
Fundraising	1593415	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	177018	Total
Program Services	132101	ProgramServices
Management And General	44917	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	132582672	Total
Program Services	116259599	ProgramServices
Management And General	11121209	ManagementAndGeneral
Fundraising	5201864	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	8618777	Total
Program Services	7491341	ProgramServices
Management And General	729887	ManagementAndGeneral
Fundraising	397549	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	15346999	Total
Program Services	13154831	ProgramServices
Management And General	1493049	ManagementAndGeneral
Fundraising	699119	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	9492072	Total
Program Services	8007270	ProgramServices
Management And General	1026534	ManagementAndGeneral
Fundraising	458268	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1036496	Total
Program Services	335316	ProgramServices
Management And General	701180	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	413711	Total
Management And General	413711	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	2275	Total
Program Services	2275	ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	2862335	Total
Management And General	2862335	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	7003535	Total
Program Services	5190978	ProgramServices
Management And General	1686642	ManagementAndGeneral
Fundraising	125915	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	592767	Total
Program Services	558487	ProgramServices
Management And General	32308	ManagementAndGeneral
Fundraising	1972	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12937531	Total
Program Services	9047197	ProgramServices
Management And General	3148426	ManagementAndGeneral
Fundraising	741908	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5593792	Total
Program Services	4055270	ProgramServices
Management And General	1484578	ManagementAndGeneral
Fundraising	53944	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	17889059	Total
Program Services	15974929	ProgramServices
Management And General	1681572	ManagementAndGeneral
Fundraising	232558	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	7334218	Total
Program Services	6443870	ProgramServices
Management And General	649298	ManagementAndGeneral
Fundraising	241050	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1764682	Total
Program Services	623328	ProgramServices
Management And General	330151	ManagementAndGeneral
Fundraising	811203	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	10889538	Total
Program Services	9714598	ProgramServices
Management And General	1029471	ManagementAndGeneral
Fundraising	145469	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	24107625	Total
Program Services	21524665	ProgramServices
Management And General	2263165	ManagementAndGeneral
Fundraising	319795	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1163629	Total
Program Services	3067	ProgramServices
Management And General	1160562	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
DINING SERVICES	12840290	12073505	660016	106769
STIPENDS AND FELLOWSHIPS	9807987	9807987
STUDY ABROAD	3947667	3947667
LIBRARY	3825225	3764668	50124	10433

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	13965434	Total
Program Services	8666710	ProgramServices
Management And General	4906093	ManagementAndGeneral
Fundraising	392631	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	397494456	Total
Program Services	344196245	ProgramServices
Management And General	41764349	ManagementAndGeneral
Fundraising	11533862	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	5588897	BOY
EOY	9429793	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	29084903	BOY
EOY	19667699	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	38528416	BOY
EOY	33090794	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	13090370	BOY
EOY	11264648	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	13447585	BOY
EOY	14316885	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	568406	BOY
EOY	689296	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	4286325	BOY
EOY	4951910	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	646686244	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	301711385	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	354397618	BOY
EOY	344974859	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	706289113	BOY
EOY	796496348	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	13804057	BOY
EOY	13541353	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1179085690	BOY
EOY	1248423585	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	34341111	BOY
EOY	21462340	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	16329289	BOY
EOY	16277484	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	255587721	BOY
EOY	249235565	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	11060617	BOY
EOY	7935984	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	17743884	BOY
EOY	31633899	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	335062622	BOY
EOY	326545272	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	142539735	BOY
EOY	158201109	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	170311991	BOY
EOY	217865420	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	531171342	BOY
EOY	545811784	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	844023068	BOY
EOY	921878313	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1179085690	BOY
EOY	1248423585	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	514206	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	78021805	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-680766	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii
Contrib By Controlling Individual	false	ContribByControllingIndividual
Contribution By Related Party	false	ContributionByRelatedParty
Contrib By35 Controlled Entity	false	ContribBy35ControlledEntity

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$2,275	OtherActivitiesAmount
Total Lobbying Expenditures IIB	2275	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING ACTIVITY	Identifier
Return Reference	PART II-B, LINE 1I	ReturnReference
Explanation	The University is a member of various national and state organizations, such as Association of American Universities and Association of Independent Colleges and Universities in Massachusetts. Membership fees to these organizations allocable to lobbying activities amounted to $2,275.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	11	NumberDAFsHeld
Donor Advised Contributions	5300000	DonorAdvisedContributions
Grants Paid From Donor Funds	5334400	GrantsPaidFromDonorFunds
Aggregate DAF Value	1014045	AggregateDAFValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	674521865	BeginningOfYearBalance
Contributions	19595377	Contributions
Investment Earnings Or Losses	110316495	InvestmentEarningsOrLosses
Grants Or Scholarships	12604466	GrantsOrScholarships
Other Expenditures	25624339	OtherExpenditures
End Of Year Balance	766204932	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	703665944	BeginningOfYearBalance
Contributions	18097358	Contributions
Investment Earnings Or Losses	-11665134	InvestmentEarningsOrLosses
Grants Or Scholarships	11594796	GrantsOrScholarships
Other Expenditures	23981507	OtherExpenditures
End Of Year Balance	674521865	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	619897000	BeginningOfYearBalance
Contributions	16645427	Contributions
Investment Earnings Or Losses	98208640	InvestmentEarningsOrLosses
Grants Or Scholarships	9358751	GrantsOrScholarships
Other Expenditures	21726372	OtherExpenditures
End Of Year Balance	703665944	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	558516000	BeginningOfYearBalance
Contributions	16165000	Contributions
Investment Earnings Or Losses	77440000	InvestmentEarningsOrLosses
Grants Or Scholarships	10753000	GrantsOrScholarships
Other Expenditures	21471000	OtherExpenditures
End Of Year Balance	619897000	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	712132000	BeginningOfYearBalance
Contributions	14189000	Contributions
Investment Earnings Or Losses	-126913000	InvestmentEarningsOrLosses
Grants Or Scholarships	9694000	GrantsOrScholarships
Other Expenditures	31198000	OtherExpenditures
End Of Year Balance	558516000	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.12900	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.86700	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.00400	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	43299058	OtherCostOrOtherBasis
Book Value	43299058	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	305575939	OtherCostOrOtherBasis
Depreciation	119823088	Depreciation
Book Value	185752851	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	176120579	OtherCostOrOtherBasis
Depreciation	116514033	Depreciation
Book Value	59606546	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	121690668	OtherCostOrOtherBasis
Depreciation	65374264	Depreciation
Book Value	56316404	BookValue

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildings
Total Of Book Value Land Buildings	344974859	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
ESTIMATED LIABILITY TO ANNUITANTS	$12,811,965
DEFERRED COMPENSATION AND SEVERANCE	$6,365,052
ENVIRONMENTAL LIABILIY	$6,399,417
REFUNDABLE STUDENT LOAN ADVANCES	$6,057,465

Field	Value	IRS element (for citing)
Total Of Amounts	31633899	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	387349481	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	78021805	NetUnrealizedGainsInvestments
Other Revenues	-85818651	OtherRevenues
Revenue Not Rptd F990	-7796846	RevenueNotRptdF990
Revenue Subtotal	395146327	RevenueSubtotal
Investment Expenses Not Included	2862335	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	2862335	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	398008662	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	309494236	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	-85137885	OtherExpensesIncluded
Expenses Not Rptd F990	-85137885	ExpensesNotRptdF990
Expenses Subtotal	394632121	ExpensesSubtotal
Investment Expenses Not Included2	2862335	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	2862335	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	397494456	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
COLLECTIONS OF ART	PART III, LINE 1: SFAS116, AUDITED FINANCIAL STATEMENT FOOTNOTE 1(L)	Collections at Brandeis University are protected and preserved for public exhibition, education, research and the furtherance of public service. Collections are not capitalized; sales of collection items are recorded as revenue and purchases of collection items are recorded as nonoperating expenses in the University's financial statements in the period in which the items are sold or acquired, respectively. PART III, LINE 4: Founded in 1961, The Rose Art Museum (The Rose) is an integral part of Brandeis University. The Rose is an educational and cultural museum 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.
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.
OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN	PART XI, LINE 2D	UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT (85,137,885) NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (925,535) CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS 423,593 ADJUSTMENT TO LOAN RESERVES (178,824) ----------- TOTAL: (85,818,651)
OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS	PART XII, LINE 4B	UNIVERSITY FUNDED FINANCIAL AID - TUITION DISCOUNT 85,137,885
FIN 48 (ASC 740) FOOTNOTE	PART X, LINE 2	The University is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The University is required to assess uncertain tax position and has determined that there were no such positions that would jeopardize its tax-exempt status or have a material effect on the financial statements.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
NONDISCRIMINATION POLICY	PART I, LINE 3	Brandeis University is committed to providing its students, faculty and staff with an environment conducive to learning and working 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, sex, sexual orientation, age, genetic information, disability, Vietnam Era veteran, qualified special, disabled veteran or other eligible veteran status or any other category protected by law. It is the Universitys responsibility to help prevent harassment and discrimination from occurring, to pursue concerns of which it is aware, to objectively investigate concerns, and to take immediate and appropriate action to remedy issues of harassment and discrimination. Brandeis takes this responsibility seriously. Therefore, violations of this policy will not be tolerated and may result in corrective actions up to and including dismissal from school or release from employment.
FUNDS FROM GOVERNMENT AGENCIES	PART I, LINE 6A	The University received funds from various governmental agencies for the purpose of providing financial assistance to qualified recipients, to support sponsored research and the construction of educational facilities.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	true	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
Central America and the Caribbean	Program Services	STUDY ABROAD	28551
East Asia and the Pacific	Program Services	STUDY ABROAD	432154
Europe (Including Iceland and Greenland)	Program Services	STUDY ABROAD	2316198
Middle East and North Africa	Program Services	STUDY ABROAD	493166
Russia and the Newly Independent States	Program Services	STUDY ABROAD	20910
South America	Program Services	STUDY ABROAD	295126
South Asia	Program Services	STUDY ABROAD	158013
Sub-Saharan Africa	Program Services	STUDY ABROAD	101650
Europe (Including Iceland and Greenland)	Program Services	CERN	1172663
South America	Program Services	RESEARCH	64500
Central America and the Caribbean	Investments		149885820
Europe (Including Iceland and Greenland)	Investments		35176394

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	190145145	SubtotalAmountSpent
Total Amount Spent	190145145	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

Field	Value	IRS element (for citing)
Region	South America	Region
Amount Of Cash Grant	64500	AmountOfCashGrant
Manner Of Cash Disbursement	WIRE	MannerOfCashDisbursement

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	1	TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIP AND FINANCIAL AID	Central America and the Caribbean	2	20631	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	East Asia and the Pacific	15	142913	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	Europe (Including Iceland and Greenland)	77	840649	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	Middle East and North Africa	19	208213	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	Russia and the Newly Independent States	1	2500	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	South America	15	132341	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	South Asia	4	35929	SEE PART V
SCHOLARSHIP AND FINANCIAL AID	Sub-Saharan Africa	5	54060	SEE PART V

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PROCEDURE FOR MONITORING USE OF GRANT FUNDS TO INDIVIDUALS	Part I, line 2	Brandeis University provides grants and scholarships to students that are studying abroad. The University ensures that such grants and other assistance are used for study abroad purposes or are not otherwise diverted from the intended use by directly applying the grants and assistance to the study abroad institutions.
PROCEDURE OF MONITORING USE OF GRANTS TO GOVERNMENTAL AGENCIES	PART I, LINE 2	The University maintains its grant funds in individual grant accounts and is required to be audited annually (A-133). In addition, the University has established research policies and procedures as guidelines to principal investigators in managing their grant at Brandeis University.
MANNER OF CASH DISBURSEMENT	PART III, COLUMN (E)	Scholarships and financial aid to students are credited to each student's account and paid directly to the study abroad institutions.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	LUNCHEON	NameOfEvent1
Gross Receipts Event1	112458	GrossReceiptsEvent1
Charitable Contributions Event1	52610	CharitableContributionsEvent1
Gross Revenue Event1	59848	GrossRevenueEvent1
Rent Facility Costs Event1	5000	RentFacilityCostsEvent1
Food And Beverage Event1	36710	FoodAndBeverageEvent1
Other Direct Expenses Event1	18138	OtherDirectExpensesEvent1
Name Of Event2	LUNCHEON	NameOfEvent2
Gross Receipts Event2	47975	GrossReceiptsEvent2
Charitable Contributions Event2	22360	CharitableContributionsEvent2
Gross Revenue Event2	25615	GrossRevenueEvent2
Rent Facility Costs Event2	596	RentFacilityCostsEvent2
Food And Beverage Event2	21983	FoodAndBeverageEvent2
Other Direct Expenses Event2	3036	OtherDirectExpensesEvent2
Total Number Of Other Events	19	TotalNumberOfOtherEvents
Gross Receipts Other Events	376199	GrossReceiptsOtherEvents
Charitable Contrib Other Events	162550	CharitableContribOtherEvents
Gross Revenue Other Events	213649	GrossRevenueOtherEvents
Rent Facility Costs Other Events	75355	RentFacilityCostsOtherEvents
Food And Beverage Other Events	107334	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	30960	OtherDirectExpensesOtherEvents
Gross Receipts Total	536632	GrossReceiptsTotal
Charitable Contributions Total	237520	CharitableContributionsTotal
Gross Revenue Total Events	299112	GrossRevenueTotalEvents
Rent Facility Costs Total Events	80951	RentFacilityCostsTotalEvents
Food And Beverage Total Events	166027	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	52134	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	299112	DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (20 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant
BEDFORD VA RESEARCH CORPORATION INC
200 SPRINGS ROAD MS151	BEDFORD	MA	01730	043512440	501(c)(3)	14755
BOOZ ALLEN HAMILTON
8283 GREENSBORO DRIVE	MCLEAN	VA	22102	362513626		41989
BOSTON UNIVERSITY
72 TYNG ROAD	TYNGSBORO	MA	01879	042103547	501(C)(3)	84838
DUKE UNIVERSITY
PO BOX 651032	CHARLOTTE	NC	28265	560532129	501(C)(3)	210901
FLORIDA STATE UNIVERSITY
874 Trad Wy	TALLAHASSEE	FL	323064166	591961248	501(C)(3)	32202
KENNELL AND ASSOCIATES INC
3130 Fairvw Pk Dr 450	Falls Chch	VA	22042	541771141	501(c)(3)	99101
OCCUPATIONAL THERAPY ASSOCIATES
124 WATERTOWN STREET	WATERTOWN	MA	02472	781720834	501(C)(3)	10054
PALO ALTO INSTITUTE FOR RESEARCH
3801 MIRANDA AVE	PALO ALTO	CA	94304	770207331	501(C)(3)	84032
STATE OF WASHINGTON
4500 10th Av SE	OLYMPIA	WA	985045330	999999999	115	76000
THE SCHEPENS EYE RESEARCH INSTITUTE
20 STANFORD STREET	BOSTON	MA	02114	042129889	501(C)(3)	13401
UNIVERSITY OF HOUSTON
4800 CALHOUN ROAD	HOUSTON	TX	77004	746001399	501(C)(3)	111162
UNIVERSITY OF TEXAS
10100 BURNET ROAD	AUSTIN	TX	78758	008618634	501(C)(3)	59874
UNIVERSITY OF VIRGINIA
1400 Univ Av	CHARLOTTESVILLE	VA	22903	546001796	501(C)(3)	192223
GEORGE MASON UNIVERSITY
Ofc of Stud Fin Aid	FAIRFAX	VA	220304444	540836354	501(C)(3)	35610
IJIS INSTITUTE
44983 KNOLL SQUARE	ASHBURN	VA	20147	311783179	501(C)(3)	75213
BROWN UNIVERSITY
PO BOX 1839	PROVIDENCE	RI	029121839	050258809	501(C)(3)	43028
CARNEGIE MELLON UNIVERSITY
500 Forbes Av	PITTSBURGH	PA	152133890	250969449	501(C)(3)	52321
FRANKLIN W OLIN COLLEGE OF ENGINEERING
Ofc Spnsrd Prog	NEEDHAM	MA	02492	061519057	501(C)(3)	25275
UNIVERSITY OF FLORIDA
123 Grinter Hall	GAINESVILLE	FL	326117305	596002052	115	59993
UNIVERSITY OF PENNSYLVANIA
3451 Walnut St	PHILADELPHIA	PA	191046205	231352682	115	30830

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	19	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	1	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
FINANCIAL AID - UNDERGRADUATE	1910	54350995
FINANCIAL AID - MASTERS PROGRAM	869	14201727
FINANCIAL AID - DOCTORAL PROGRAM	566	12550732
FINANCIAL AID - CERTIFICATE PROGRAM	12	52120
FINANCIAL AID - SPECIAL PROGRAM	43	1045291
TRAINEE GRANT	197	1307099
TUITION DISCOUNT	23	192684

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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 (A-133). 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 I, LINE 2	The University provides grants and scholarships to students and applies the financial aid directly crediting each student's account.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
FREDERICK M LAWRENCE
PRESIDENT	593996	0	100000	0	184576	0	25000	0	50729	0	954301	0	0	0
STEVEN GOLDSTEIN
PROVOST, CHIEF ACADEMIC OFF'R	528225	0	0	0	154129	0	25000	0	27563	0	734917	0	0	0
DAVID BUNIS
SVP, CHIEF OF STAFF	451686	0	0	0	34371	0	25000	0	30924	0	541981	0	0	0
STEVEN MANOS
SVP, CHIEF OPERATING OFFICER	190449	0	0	0	0	0	0	0	0	0	190449	0	0	0
MARIANNE CWALINA
SVP/CFO AS OF 1/1/13	192601	0	0	0	1182	0	19996	0	22318	0	236097	0	0	0
FRANCES DROLETTE
SVP/CFO until 12/31/12	343012	0	0	0	153319	0	25000	0	26030	0	547361	0	0	0
CHRISTOPHER O'BRIEN
VP FINANCE & TREASURER	213430	0	0	0	4114	0	21767	0	5984	0	245295	0	0	0
JOHN HOSE
ASST. SECRETARY OF THE CORP	179259	0	0	0	6438	0	18751	0	23180	0	227628	0	0	0
ANDREW FLAGEL
SVP, STUDENTS & ENROLLMENT	208867	0	0	0	1847	0	17458	0	24898	0	253070	0	0	0
NANCY WINSHIP
SVP, INSTITUTIONAL ADVANCEMENT	344557	0	0	0	851032	0	25000	0	46314	0	1266903	0	0	0
NICHOLAS WARREN
CHIEF INVESTMENT OFFICER	374583	0	100000	0	11123	0	20000	0	6755	0	512461	0	0	0
MARK COLLINS
SVP, ADMINISTRATION	237596	0	0	0	54348	0	24245	0	7291	0	323480	0	0	0
JUDITH SIZER
SVP, GENERAL COUNSEL	201788	0	0	0	1686	0	20347	0	9001	0	232822	0	0	0
ANDREW GULLY
SVP, COMM & EXTERNAL AFFAIRS	124979	0	0	0	42178	0	13356	0	19933	0	200446	0	0	0
JOHN UNSWORTH
Vice Provost/Chief Info Off'r	247915	0	0	0	569	0	22770	0	19659	0	290913	0	0	0
JEHUDA REINHARZ
Faculty/Former Officer	282474	0	0	0	102738	0	25000	0	11391	0	421603	0	0	0
BRUCE MAGID
DEAN, INT'L BUSINESS SCHOOL	338359	0	0	0	38383	0	25000	0	58887	0	460629	0	0	0
IRVING EPSTEIN
FACULTY	286134	0	0	0	6921	0	25000	0	4344	0	322399	0	0	0
EVE MARDER
FACULTY	266575	0	0	0	3668	0	25000	0	11094	0	306337	0	0	0
LISA LYNCH
DEAN, HELLER SCHOOL	245316	0	0	0	5332	0	25000	0	29264	0	304912	0	0	0
MARTHA KRAUSS
FACULTY/FORMER PROVOST	104310	0	0	0	1403	0	10979	0	15409	0	132101	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
PART I, LINE 1A AND LINE 2	TRAVEL FOR COMPANIONS: According to the University policy, travel for the spouse of the University's president shall only be reimbursed if incurred while conducting business of the University. Such reimbursement requires substantiation as well as review and approval by the board of trustees prior to the reimbursement. During calendar year 2012, the University reimbursed President Lawrence for travel expenses incurred by his spouse while conducting business of the University. Such reimbursements were made in accordance with University policy. TAX INDEMNIFICATION: President Lawrence's taxable wages during calendar year 2012 were increased to cover the taxes for housing allowance, housekeeping services, personal use of automobile and moving expenses. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: During the first half of calendar year 2012, the University provided President Lawrence with a housing allowance. The value of such housing allowance was treated as taxable and included in President Lawrence's Form W-2 and reported on Schedule J, Part II, Column B(iii). HOUSING PROVIDED AS A CONDITION OF EMPLOYMENT: DURING THE SECOND HALF OF CALENDAR YEAR 2012, THE UNIVERSITY PROVIDED PRESIDENT LAWRENCE WITH HOUSING AS A CONDITION OF HIS EMPLOYMENT. THE VALUE OF SUCH HOUSING IS EXCLUDIBLE FROM PRESIDENT LAWRENCE'S TAXABLE INCOME UNDER INTERNAL REVENUE CODE SECTION 119(D) AND WAS INCLUDED IN HIS NONTAXABLE BENEFITS AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN D. HEALTH OR SOCIAL CLUB DUES: According to the University policy, the University will reimburse certain senior management expenses. During calendar year 2012, the University provided health club due reimbursement to nine members of senior management. The amount paid by the University was included in the individuals' Forms W-2 and reported on Schedule J, Part II, Column B(iii). PERSONAL SERVICES: According to the University policy, the University is responsible for maintaining the president's residence. The value of the housekeeping services provided to the residence that were personal in nature was included in his Form W-2 and reported on Schedule J. 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.
SEVERANCE OR CHANGE OF CONTROL PAYMENT	Frances A. Drolette, Senior Vice President for Finance and Chief Financial Officer, retired from her position at the end of the calendar year 2012. As part of her separation agreement, Ms. Drolette received a lump sum payment of $110,000, which was included in her W-2 and reported on Schedule J Part II Column B(iii). NANCY K. WINSHIP, SENIOR VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT, SIGNED A NEW EMPLOYMENT AGREEMENT WITH BRANDEIS UNIVERSITY IN AUGUST 2012. THE AGREEMENT PROVIDED MS. WINSHIP WITH A SEVERANCE PAYMENT AND A COMPLETION PAYMENT TO BE PAID AT A FUTURE DATE UPON THE CONCLUSION OF MS. WINSHIP'S ROLE AS SENIOR VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT. BOTH THE SEVERANCE AND THE COMPLETION PAYMENTS, WHICH AMOUNTED TO $767,104, WERE INCLUDED IN HER W-2 AND REPORTED ON SCHEDULE J PART II COLUMN B(III). NO PAYMENT HAS BEEN MADE TO MS. WINSHIP UNDER THE AGREEMENT.	PART I, LINE 4A
DEFERRED COMPENSATION ARRANGEMENT	After serving as president of the University for over 16 years, Dr. Jehuda Reinharz retired from that position at the end of 2010 and continues to fulfill specified duties as president emeritus and a faculty member. Dr. Reinharz participated in a nonqualified deferred compensation retirement arrangement under Internal Revenue Code Section 457(f), including a supplemental executive retirement plan (SERP), designed to provide the equivalent of a pension benefit upon termination of service. No amounts were vested or paid during calendar year 2012 under the deferred compensation arrangement.	PART I, LINE 4B

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MA DEVELOPMENT FINANCE AGENCY - SERIES K
A	043431814	57583F2Y6	2004-01-08	24999279	FINANCE INFRASTRUCTURE PROJECT	false	false	false
MA DEVELOPMENT FINANCE AGENCY - SERIES N
B	043431814	57583RZB8	2008-08-06	48160410	CONSTRUCTION OF BUILDINGS	false	false	false
MA DEVELOPMENT FINANCE AGENCY - SERIES O
C	043431814	57583RW92	2010-03-09	188794806	CONSTRUCTION, REFUND '98 BOND	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	24999279	0	294138	386594	0	24318547	0	2007	false	false	true	true
B	48160410	6802005	559405	0	0	40000000	799000	2009	false	false	true	true
C	188794806	0	1501706	0	6500000	180793100	0	2010	true	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs	Engage Bond Counsel ResearchEngageBondCounselResearch
A	false	false	false	false	0	0.02340	0.02340	false	false	false	true
B	false	false	false	true	0.01130		0.01130	false	false	false	true	false
C	false	false	false	true	0.01020		0.01020	false	false	false	true	false

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
0
A	false	false	false	true	false	false	false	0	false	true
0
B	false	false	false	true	false	false	false	0	false	true
0
C	false	false	false	true	false	false	false	0	false	true

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	true
B	true
C	true

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	PART IV, LINE 2C:	Identifier
Return Reference	0	ReturnReference
Explanation	Arbitrage Rebate Computations: The arbitrage rebate computations for the 2004, 2008, and 2010 bonds were performed on November 12, 2013, October 18, 2013, and August 8, 2013, respectively.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

Field	Value	IRS element (for citing)
Amount Of Grant	74029	AmountOfGrant
Type Of Assistance	TUITION REMISSION	TypeOfAssistance
Purpose Of Assistance	EDUCATION	PurposeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
ARAMARK
J. LERMAN - TRUSTEE	11763242	CONTRACT FOR DINING SERVICES	false
HIGHFIELDS CAPITAL LTD
J. JACOBSON - TRUSTEE	173564	INVESTMENT FEES	false
MARGOT T DAVIS
SPOUSE OF TRUSTEE J.DAVIS	44917	EMPLOYEE COMPENSATION	false

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	PART IV	Identifier
Explanation	THE UNIVERSITY ENGAGES IN ACTIVITIES, IN THE ORDINARY COURSE OF BUSINESS, WITH ORGANIZATIONS WHOSE OFFICERS, DIRECTORS OR TRUSTEES MAY BE OFFICERS, TRUSTEES, OR FAMILY MEMBERS OF OFFICERS OR TRUSTEES OF THE UNIVERSITY, AS FOLLOWS: THE UNIVERSITY HAS A CONTRACT FOR DINING SERVICES WITH ARAMARK CORPORATION OF WHICH THE SPOUSE OF TRUSTEE JEANETTE LERMAN IS A PRINCIPAL OWNER. THIS CONTRACT RESULTED FROM A COMPETITIVE BID PROCESS AND THE NORMAL PROCUREMENT PROCESS. IN FISCAL YEAR 2013 THE UNIVERSITY PAID ARAMARK $11,763,242 FOR DINING SERVICES. THE UNIVERSITY HAS INVESTED IN HIGHFIELDS CAPITAL LTD. INVESTMENT FUND OF WHICH JONATHON S. JACOBSON, TRUSTEE, IS A PARTNER. THIS INVESTMENT WAS ENTERED INTO AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS PRIOR TO THE ELECTION OF MR. JACOBSON AS A TRUSTEE. NO ADDITIONAL FUNDS HAVE BEEN CONTRIBUTED SINCE MR. JACOBSON'S ELECTION. MARGOT T. DAVIS, SPOUSE OF UNIVERSITY TRUSTEE JONATHAN G. DAVIS, IS EMPLOYED BY THE UNIVERSITY AS A PART-TIME SENIOR RESEARCH ASSOCIATE. DR. DAVIS RECEIVED EMPLOYEE COMPENSATION OF $44,917. TRUSTEE DAVIS DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. DAVIS.	Explanation

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArt
Art Historical Treasures		ArtHistoricalTreasures
Art Fractional Interest		ArtFractionalInterest
Books And Publications		BooksAndPublications
Clothing And Household Goods		ClothingAndHouseholdGoods
Cars And Other Vehicles		CarsAndOtherVehicles
Boats And Planes		BoatsAndPlanes
Intellectual Property		IntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	89	NumberOfContributions
Noncash Contribs Rptd F990	1693386	NoncashContribsRptdF990
Method Of Determining Revenues	AVERAGE OF HIGH LOW	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStock
Securities Prtnrshp Trust Intrsts		SecuritiesPrtnrshpTrustIntrsts
Securities Miscellaneous		SecuritiesMiscellaneous
Qualified Contrib Hist Struct		QualifiedContribHistStruct
Qualified Contrib Other		QualifiedContribOther
Real Estate Residential		RealEstateResidential
Real Estate Commercial		RealEstateCommercial
Real Estate Other		RealEstateOther
Collectibles		Collectibles
Food Inventory		FoodInventory
Drugs And Medical Supplies		DrugsAndMedicalSupplies
Taxidermy		Taxidermy
Historical Artifacts		HistoricalArtifacts
Scientific Specimens		ScientificSpecimens
Archaeological Artifacts		ArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	OTHER (Drum Set)	1	1	APPRAISAL
X	OTHER (EQUIP/FURN)	14	339783	APPRAISAL

Field	Value	IRS element (for citing)
Number Of8283 Received	1	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	GIFT ACCEPTANCE POLICY	Identifier
Return Reference	PART I, LINE 31	ReturnReference
Explanation	BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1	Brandeis University is a community of scholars and students united by their commitment to the pursuit of knowledge and its transmission from generation to generation. As a research University, Brandeis is dedicated to the advancement of the humanities, arts and social, natural and physical sciences. As a liberal arts college, Brandeis affirms the importance of a broad and critical education in enriching the lives of students and preparing them for full participation in a changing society, capable of promoting their own welfare, yet remaining deeply concerned about the welfare of others. In a world of challenging social and technological transformation, Brandeis remains a center of open inquiry and teaching, cherishing its independence from any doctrine of government. It strives to reflect the heterogeneity of the United States and of the world community whose ideas and concerns it shares. In the belief that the most important learning derives from the personal encounter and joint work of teachers and students, Brandeis encourages undergraduates and postgraduates to participate with distinguished faculty in research, scholarship and artistic activities.
REVIEW PROCESS	FORM 990, PART VI, SECTION B, LINE 11B	Senior management is responsible for drafting Form 990. The completed draft is submitted for review by the University's audit firm. Recommended changes are discussed with senior management and incorporated into the return, as appropriate. For fiscal 2013, the Board of Trustees has delegated the review of the Form 990 to the Audit Committee. The audit committee reviewed the Form 990 and discussed any questions with senior management and the University's audit firm. After the Audit Committee review, and prior to filing the completed Form 990, a copy of the Form 990 was sent to each member of the Board of Trustees.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, SECTION B, LINE 12C	The Brandeis University conflict of interest policy for trustees, officers and committee members establishes a process whereby potential, apparent and actual conflicts of interest of trustees, officers and non-trustee committee members may properly be avoided or managed so that the best interests of the University are protected. Officers, trustees and committee members complete an annual conflict of interest disclosure form, which is consistent with the policy and the applicable regulatory and auditing requirements. The Investment Committee members complete an annual Conflict of Interest 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 Personnel, Compensation and Ethics Committee (The "PCEC"), with the assistance of the SVP & General Counsel, oversees the collection and review of the disclosure forms. In the case of a potential, apparent, or actual related party transaction or other situation presenting a possible conflict of interest, the PCEC chair is responsible for decided whether to submit the transaction or situation to the PCEC or the board for a determination. In addition, the University has established a separate conflict of interest policy for its employees. Under this policy, disclosure forms are completed annually by all senior officers, the President's cabinet, Department chairs, heads of centers and institutes, principal investigators, and other designated senior officials and financial personnel.
COMPENSATION POLICY	FORM 990, PART VI, SECTION B, LINE 15B	The University is committed to attracting, retaining, and motivating qualified employees, relating compensation to performance, promoting an equitable relationship between compensation and responsibility and ensuring compliance with law and regulation. This process is the foundation of all hiring, annual performance evaluations and salary adjustments. The Personnel, Compensation and Ethics Committee (The "PCEC") is authorized by the Board of Trustees and directed to perform a direct review and approval at regular intervals of the performance and compensation of the officers, and where appropriate, other senior management of the University. The PCEC utilizes independent external consultants to assist with both the review of compensation agreements and the gathering of comparability data in determining the reasonableness of compensation and compliance with the procedures described in Treasury Regulation Section 53.4958-6.
PUBLIC DISCLOSURE	FORM 990, PART VI, SECTION C, LINE 19	The organization's financial statements are available online at www.brandeis.edu/financialaffairs. The University's governing documents are available online at www.brandeis.edu. The organization's Form 990 and audited financial statements are also available at the website of Massachusetts Attorney General.
OTHER CHANGES IN NET ASSETS	FORM 990, PART XI, LINE 9	NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (925,535) CHANGE IN VALUE OF FUNDS HELD IN TRUST BY OTHERS 423,593 ADJUSTMENT TO LOAN RESERVES (178,824) ------------ TOTAL: (680,766)

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (16)	BusinessNameLine1

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg