BRANDEIS UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BRANDEIS UNIVERSITY (EIN 04-2103552)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-15
IRS object ID: 201231369349304923
Schema version: 2010v3.7
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	2012-05-15T13:30:10-04:00	Timestamp
Tax Period End Date	2011-06-30	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	2010-07-01	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)
Name Control	BRAN	NameControl
Phone	7817362000	Phone

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	FRANCES A DROLETTE	Name
Title	SENIOR VP OF FINANCE & CFO	Title
Date Signed	2012-05-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	6179881000	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	FRANCES A DROLETTE	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	468051095	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	47	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	43	NbrIndependentVotingMembers
Total Nbr Employees	5165	TotalNbrEmployees
Total Nbr Volunteers	1613	TotalNbrVolunteers
Total Gross UBI	937120	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	35752014	ContributionsGrantsPriorYear
Contributions Grants Current Year	28970389	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	272263900	ProgramServiceRevenuePriorYear
Program Service Revenue CY	290305941	ProgramServiceRevenueCY
Investment Income Prior Year	12393135	InvestmentIncomePriorYear
Investment Income Current Year	25680133	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2877481	OtherRevenuePriorYear
Other Revenue Current Year	3095169	OtherRevenueCurrentYear
Total Revenue Prior Year	323286530	TotalRevenuePriorYear
Total Revenue Current Year	348051632	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	73949525	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	77952528	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	145634734	SalariesEtcPriorYear
Salaries Etc Current Year	160051028	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	10825850	TotalFundrsngExpCurrentYear
Other Expense Prior Year	127791834	OtherExpensePriorYear
Other Expenses Current Year	129863219	OtherExpensesCurrentYear
Total Expenses Prior Year	347376093	TotalExpensesPriorYear
Total Expenses Current Year	367866775	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-24089563	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-19815143	RevenuesLessExpensesCY
Total Assets BOY	1166362956	TotalAssetsBOY
Total Assets EOY	1227577913	TotalAssetsEOY
Total Liabilities BOY	349882054	TotalLiabilitiesBOY
Total Liabilities EOY	345446505	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	816480902	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	882131408	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	240735853	Expense
Grants	75928451	Grants
Revenue	196759599	Revenue
Description	INSTRUCTIONAL AND LIBRARY PROGRAMS INCLUDING ACADEMIC AND STUDENT SUPPORT SERVICES FOR UNDERGRADUATE AND GRADUATE STUDENTS. THE PROGRAM INCLUDES SCHOLARSHIPS, FELLOWSHIPS, AND FINANCIAL AID TO STUDENTS. PLEASE SEE WWW.BRANDEIS.EDU FOR COMPLETE INFORMATION ON ALL ACADEMIC PROGRAMS AND ADMISSIONS/AID AVAILABLE.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	52778469	Expense
Grants	2024075	Grants
Revenue	64654510	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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	33458767	Expense
Grants	0	Grants
Revenue	29281384	Revenue
Description	AUXILIARY ENTERPRISES: THE UNIVERSITY RESIDENCE HALLS AND DINING SERVICES FOR GRADUATE AND UNDERGRADUATE STUDENTS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	326973089	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	false	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	true	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	6683	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5165	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	IS	NameOfForeignCountry
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	47	NbrVotingGoverningBodyMembers
Number Independent Voting Members	43	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	FRANCES A DROLETTESVPCFO	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	024549110	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (65 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
JACK M CONNORS JR
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
RHONDA ZINNER
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
LEONARD J ASPER
TRUSTEE	1.0	X	0	0	0
ALEX BARKAS
TRUSTEE	1.0	X	0	0	0
D RONALD DANIEL
TRUSTEE	1.0	X	0	0	0
JONATHAN G DAVIS
TRUSTEE	2.0	X	0	0	0
DONALD G DRAPKIN
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
SUSAN R GELMAN
TRUSTEE	1.0	X	0	0	0
THOMAS P GLYNN PHD
TRUSTEE	2.0	X	0	0	0
VARTAN GREGORIAN
TRUSTEE	1.0	X	0	0	0
SYLVIA HASSENFELD
TRUSTEE	1.0	X	0	0	0
DANIEL J JICK
TRUSTEE	1.0	X	0	0	0
KENNETH S KAISERMAN
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
DOLORES KOHL
TRUSTEE	1.0	X	0	0	0
MEYER KOPLOW
TRUSTEE	1.0	X	0	0	0
MYRA H KRAFT
TRUSTEE	1.0	X	0	0	0
JEANETTE LERMAN
TRUSTEE	1.0	X	0	0	0
STUART LEWTAN
TRUSTEE	2.0	X	0	0	0
BARBARA A MANDEL
TRUSTEE	1.0	X	0	0	0
WALTER S MOSSBERG
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
E JOHN ROSENWALD JR
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
JONATHAN M SANDLER
TRUSTEE	1.0	X	0	0	0
ROBERT SHAPIRO
TRUSTEE	1.0	X	0	0	0
MICHAEL H STEINHARDT
TRUSTEE	1.0	X	0	0	0
PERRY TRAQUINA
TRUSTEE	2.0	X	0	0	0
LINDA WHITLOCK
TRUSTEE	2.0	X	0	0	0
BARTON J WINOKUR
TRUSTEE	1.0	X	0	0	0
PAUL M ZLOTOFF
TRUSTEE	1.0	X	0	0	0
FREDERICK LAWRENCE
PRESIDENT (AS OF 1/1/11)	60.0	X	332705	0	345	X
JEHUDA REINHARZ
PRESIDENT (THROUGH 12/31/10)	60.0	X	773289	0	142034	X
DAVID BUNIS
SENIOR VP AND CHIEF OF STAFF	50.0		0	0	0	X
MARTHA KRAUSS
PROVOST & SENIOR VP	50.0		262321	0	33648	X
FRANCES DROLETTE
SENIOR VP OF FINANCE & CFO	50.0		307983	0	38619	X
CHRISTOPHER O'BRIEN
VICE PRESIDENT & TREASURER	50.0		191841	0	13934	X
JOHN HOSE
ASST. SECRETARY OF THE CORP	50.0		188756	0	30599	X
NANCY WINSHIP
SENIOR VP, ADVANCEMENT	50.0		411973	0	49870		X
JEAN EDDY
SENIOR VP, ENROLLMENT	50.0		360049	0	22634		X
MARK J COLLINS
SENIOR VP, ADMINISTRATION	50.0		215040	0	14131		X
JUDITH SIZER
SENIOR VP & GENERAL COUNSEL	50.0		196672	0	17287		X
ANDREW GULLY
SENIOR VP, COMM & EXT. AFFAIRS	50.0		282506	0	31187		X
BRUCE MAGID
DEAN OF IBS	50.0		315086	0	40676			X
EVE MARDER
FACULTY	50.0		245470	0	26432			X
IRVING EPSTEIN
FACULTY	50.0		253782	0	18098			X
STUART ALTMAN
FACULTY	50.0		241573	0	15962			X
JAMES LACKNER
FACULTY	50.0		228413	0	18490			X
PETER FRENCH
EXECUTIVE VP & COO (FORMER)	50.0		3225538	0	14031				X
JEFFREY C APFEL
EXECUTIVE VP & COO (FORMER)	50.0		378073	0	19578				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8411070	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	547555	TotalOtherCompensation
Number Individuals GT100 K	246	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
ELSEVIER BV
PO BOX 7247-8455	PHILADELPHIA	IL	191708455	LIBRARY SERVICES	1197367
OCE BUSINESS SERVICES INC
460 WEST 34TH STREET	NEW YORK	NY	10001	MAIL & COPY SERVICES	586490
KALLMAN MCKINNELL WOOD ARCHITECTS
181 NEWBURY STREET	BOSTON	MA	02116	ARCHITECT	441860
JOHN WILEY SONS INC
PO BOX 416502	BOSTON	MA	022416502	PUBLISHER	434582
EBSCO SUBSCRIPTION SERVICES
SUITE 2 30 PARK ROAD	TINTON FALLS	NJ	07724	LIBRARY SERVICES	370253

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	17	NumberOfContractorsGT100K
Membership Dues	387597	MembershipDues
Fundraising Events	277692	FundraisingEvents
Government Grants	663394	GovernmentGrants
All Other Contributions	27641706	AllOtherContributions
Noncash Contributions	2125958	NoncashContributions
Total Contributions	28970389	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	192647387	192647387
AUXILIARIES	721000	29281384	29010741	191317	$79,326
SPONSORED PROGRAMS	611710	64654510	64654510
FOSTER BIO LAB	621500	613844	310813	303031
RENT-UNIVERSITY PARK	721000	603374		603374

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2505442	TotalRevenueColumn
Related Or Exempt Function Income	2505442	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	290305941	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	7004362	TotalRevenueColumn
Unrelated Business Revenue	-160602	UnrelatedBusinessRevenue
Exclusion	$7,164,964	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	1359426	TotalRevenueColumn
Exclusion	$1,359,426	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	1346191	Real
Personal	0	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1346191	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1346191	TotalRevenueColumn
Exclusion	$1,346,191	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	138375143	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	119699372	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	18675771	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	18675771	TotalRevenueColumn
Exclusion	$18,675,771	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	300091	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	277692	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	300091	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

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

Field	Value	IRS element (for citing)
Gross Income Gaming	0	GrossIncomeGaming

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	389552	TotalRevenueColumn
Related Or Exempt Function Income	389552	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	389552	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	348051632	TotalRevenueColumn
Related Or Exempt Function Income	289518445	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	937120	UnrelatedBusinessRevenue
Exclusion	$28,625,678	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	2024077	Total
Program Services	2024077	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	74520407	Total
Program Services	74520407	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	1408044	Total
Program Services	1408044	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	3923741	Total
Program Services	1922291	ProgramServices
Management And General	1539608	ManagementAndGeneral
Fundraising	461842	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	127714640	Total
Program Services	113353168	ProgramServices
Management And General	8897409	ManagementAndGeneral
Fundraising	5464063	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	6513724	Total
Program Services	5962578	ProgramServices
Management And General	225296	ManagementAndGeneral
Fundraising	325850	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	13180410	Total
Program Services	11828001	ProgramServices
Management And General	584279	ManagementAndGeneral
Fundraising	768130	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8718513	Total
Program Services	7892208	ProgramServices
Management And General	413211	ManagementAndGeneral
Fundraising	413094	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	587428	Total
Program Services	337096	ProgramServices
Management And General	250332	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	254487	Total
Management And General	254487	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	24570	Total
Program Services	24570	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1271000	Total
Program Services	0	ProgramServices
Management And General	1271000	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	4935998	Total
Program Services	3237604	ProgramServices
Management And General	1632083	ManagementAndGeneral
Fundraising	66311	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	695323	Total
Program Services	683186	ProgramServices
Management And General	11088	ManagementAndGeneral
Fundraising	1049	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12422713	Total
Program Services	9985012	ProgramServices
Management And General	1804212	ManagementAndGeneral
Fundraising	633489	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	3053251	Total
Program Services	3012181	ProgramServices
Management And General	37760	ManagementAndGeneral
Fundraising	3310	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	21416266	Total
Program Services	20101887	ProgramServices
Management And General	1298148	ManagementAndGeneral
Fundraising	16231	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	6196978	Total
Program Services	5277678	ProgramServices
Management And General	637224	ManagementAndGeneral
Fundraising	282076	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	2465968	Total
Program Services	408793	ProgramServices
Management And General	971300	ManagementAndGeneral
Fundraising	1085875	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	11378616	Total
Program Services	10538163	ProgramServices
Management And General	840453	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	21052136	Total
Program Services	19537864	ProgramServices
Management And General	1514272	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1160703	Total
Program Services	0	ProgramServices
Management And General	1160703	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
DINING SERVICES	10881916	9348524	1533392	0
STUDY ABROAD	3260123	3260123	0	0
STIPENDS AND FELLOWSHIPS	15290253	15290253	0	0
LIBRARY	3352098	3340697	3118	8283
DUES	1149964	674859	467268	7837

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	9013428	Total
Program Services	3003825	ProgramServices
Management And General	4721193	ManagementAndGeneral
Fundraising	1288410	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	367866775	Total
Program Services	326973089	ProgramServices
Management And General	30067836	ManagementAndGeneral
Fundraising	10825850	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	50504002	BOY
EOY	37777188	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	70409522	BOY
EOY	51929348	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	4065650	BOY
EOY	3481144	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	13874566	BOY
EOY	13692273	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	582521	BOY
EOY	597787	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5463729	BOY
EOY	5427918	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	614978361	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	256795628	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	358450526	BOY
EOY	358182733	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	650822619	BOY
EOY	736443781	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	12189821	BOY
EOY	20045741	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1166362956	BOY
EOY	1227577913	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	42684905	BOY
EOY	38068066	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	6180304	BOY
EOY	6122264	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	15816694	BOY
EOY	14527087	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	266971046	BOY
EOY	261439701	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	6287264	BOY
EOY	14261538	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	11941841	BOY
EOY	11027849	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	349882054	BOY
EOY	345446505	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	141657554	BOY
EOY	161836130	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	171405546	BOY
EOY	204159976	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	503417802	BOY
EOY	516135302	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	816480902	BOY
EOY	882131408	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1166362956	BOY
EOY	1227577913	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-19815143	ReconcilationRevenueExpenses
Reconcilation Other Changes	85465649	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	126136000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	150777000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	94333000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	95188000	CurrentTaxYearMinus1Year
Current Tax Year	93023000	CurrentTaxYear
Total	559457000	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	126136000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	150777000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	94333000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	95188000	CurrentTaxYearMinus1Year
Current Tax Year	93023000	CurrentTaxYear
Total	559457000	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	442758	AmountsSubstContributorsTotal

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20280768	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11829037	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6355979	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6969402	CurrentTaxYearMinus1Year
Current Tax Year	9709979	CurrentTaxYear
Total	55145165	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-62964	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	-124740	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	-588614	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-360941	CurrentTaxYearMinus1Year
Current Tax Year	370310	CurrentTaxYear
Total	-766949	Total

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	$24,570	OtherActivitiesAmount
Total Lobbying Expenditures IIB	24570	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 & STATE ORGANIZATIONS, SUCH AS: AMERICAN ASSOCIATION OF UNIVERSITIES, ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASS, AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS. MEMBERSHIP FEES TO THESE ORGANIZATIONS AMOUNTED TO $3,005 DURING THE FISCAL YEAR. THE UNIVERSITY ALSO MADE PAYMENTS TOTALING $21,565 TO LOBBYISTS CONCERNING LEGISLATION AFFECTING SCIENTIFIC RESEARCH.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	15	NumberDAFsHeld
Donor Advised Contributions	3975000	DonorAdvisedContributions
Grants Paid From Donor Funds	4263901	GrantsPaidFromDonorFunds
Aggregate DAF Value	1088706	AggregateDAFValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	0	AssetsInPartX

Held Works Of Art Amts HeldWorksOfArtAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	0	AssetsInPartX

Field	Value	IRS element (for citing)
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	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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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	0.12400	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.69000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.18600	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	41696910	OtherCostOrOtherBasis
Book Value	41696910	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	498592712	OtherCostOrOtherBasis
Depreciation	207952208	Depreciation
Book Value	290640504	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2279028	OtherCostOrOtherBasis
Depreciation	1321505	Depreciation
Book Value	957523	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	59563763	OtherCostOrOtherBasis
Depreciation	35714910	Depreciation
Book Value	23848853	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12845947	OtherCostOrOtherBasis
Depreciation	11807004	Depreciation
Book Value	1038943	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	358182733	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	ESTIMATED LIABILITY TO ANNUITANTS	Description
Amount	$11,027,849	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	11027849	TotalOfAmounts
Total Revenue	348051632	TotalRevenue
Total Expenses	367866775	TotalExpenses
Excess Or Deficit For Year	-19815143	ExcessOrDeficitForYear
Net Unrealized GL On Investments	84605583	NetUnrealizedGLOnInvestments
Other	$860,069	OtherAmount
Total Adjustments	85465652	TotalAdjustments
Excess Or Deficit Per FS	65650509	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	357588833	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	84605583	NetUnrealizedGainsInvestments
Other Revenues	-75068382	OtherRevenues
Revenue Not Rptd F990	9537201	RevenueNotRptdF990
Revenue Subtotal	348051632	RevenueSubtotal
Total Revenue Per Form990	348051632	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	291938324	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	291938324	ExpensesSubtotal
Other Expenses Not Included	75928451	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	75928451	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	367866775	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
COLLECTIONS OF ART	PART III, LINE 1: AUDITED FINANCIAL STATEMENT FOOTNOTE 1(N)	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 1,800 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 OVER 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 DECREASES IN FUND BALANCES	PART XI, LINE 8	CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS 1,152,472 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (292,403) TOTAL: 860,069
OTHER REVENUE ON BOOKS BUT NOT ON RETURN	PART XII, LINE 2D	CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS 1,152,472 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (292,403) TUITION DISCOUNT (75,928,451) TOTAL: (75,068,382)
OTHER EXPENSE ON BOOKS BUT NOT ON RETURN	PART XIII, LINE 4B	TUITION DISCOUNT (75,928,451) TOTAL: (75,928,451)
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 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
NONDISCRIMINATORY POLICY	PART I, LINE 3	ONE OF THE PILLARS UPON WHICH BRANDEIS IS BUILT, CARRIED OUT IN WRITING AND ACTION, IS WELCOMING STUDENTS, TEACHERS, STAFF AND COMMUNITY MEMBERS OF EVERY RACE, NATIONALITY, RELIGION AND POLITICAL ORIENTATION.
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
Europe (Including Iceland and Greenland)	Program Services	CERN	1092550
Middle East and North Africa	Program Services	STUDY ABROAD	226491
Europe (Including Iceland and Greenland)	Program Services	STUDY ABROAD	2186831
East Asia and the Pacific	Program Services	STUDY ABROAD	494343
Central America and the Caribbean	Program Services	STUDY ABROAD	35235
North America	Program Services	STUDY ABROAD	22113
South America	Program Services	STUDY ABROAD	173154
Russia and the Newly Independent States	Program Services	STUDY ABROAD	8474
South Asia	Program Services	STUDY ABROAD	61459
Sub-Saharan Africa	Program Services	STUDY ABROAD	190398
Europe (Including Iceland and Greenland)	Investments		2173851
Central America and the Caribbean	Investments		243227556

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	249892455	SubtotalAmountSpent
Total Amount Spent	249892455	TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIP AND FINANCIAL AID	Cent. America/Caribbean	1	13500	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	East Asia/Pacific	20	196452	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	Europe/Iceland/Greenland	85	878930	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	Middle East/North Africa	15	114709	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	Russia	1	8474	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	South America	10	102562	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	South Asia	2	9475	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	Sub-Saharan Africa	9	67660	SEE PART IV
SCHOLARSHIP AND FINANCIAL AID	North America	2	16282	SEE PART IV

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 (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCEDURE FOR MONITORING USE OF GRANT FUNDS	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 GRANTS AT BRANDEIS UNIVERSITY.
MANNER OF CASH DISBURSEMENT	PART III, COLUMN (E)	THE MANNER OF CASH DISBURSEMENTS TO SCHOLARSHIP AND FINANCIAL AID RECIPIENTS WAS A DIRECT CREDIT TO EACH STUDENT'S ACCOUNT.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	138440	GrossReceiptsEvent1
Charitable Contributions Event1	76387	CharitableContributionsEvent1
Gross Revenue Event1	62053	GrossRevenueEvent1
Non Cash Prizes Event1	7645	NonCashPrizesEvent1
Food And Beverage Event1	50222	FoodAndBeverageEvent1
Other Direct Expenses Event1	4186	OtherDirectExpensesEvent1
Name Of Event2	BOOK SALE	NameOfEvent2
Gross Receipts Event2	49447	GrossReceiptsEvent2
Charitable Contributions Event2	21000	CharitableContributionsEvent2
Gross Revenue Event2	28447	GrossRevenueEvent2
Other Direct Expenses Event2	28447	OtherDirectExpensesEvent2
Total Number Of Other Events	21	TotalNumberOfOtherEvents
Gross Receipts Other Events	389896	GrossReceiptsOtherEvents
Charitable Contrib Other Events	180305	CharitableContribOtherEvents
Gross Revenue Other Events	209591	GrossRevenueOtherEvents
Non Cash Prizes Other Events	213	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	33289	RentFacilityCostsOtherEvents
Food And Beverage Other Events	109904	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	66185	OtherDirectExpensesOtherEvents
Gross Receipts Total	577783	GrossReceiptsTotal
Charitable Contributions Total	277692	CharitableContributionsTotal
Gross Revenue Total Events	300091	GrossRevenueTotalEvents
Non Cash Prizes Total Events	7858	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	33289	RentFacilityCostsTotalEvents
Food And Beverage Total Events	160126	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	98818	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	300091	DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (29 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
BOSTON UNIVERSITY
72 TYNG RD	TYNGSBORO	MA	01879	042103547	501(C)(3)	19517	RESEARCH
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10F	OAKLAND	CA	946074046	999999999	501(C)(3)	47928	RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA
10920 WILSHIRE BOULEVARD	LOS ANGELES	CA	900246503	956006143	501(C)(3)	35836	RESEARCH	SUITE 107
BRIGHAM & WOMENS HOSPITAL
PO BOX 3714	BOSTON	MA	02241	042312909	501(C)(3)	41927	RESEARCH
EMORY UNIVERSITY
4TH FLOOR MA 1599-001-1BH	ATLANTA	GA	30322	580566256	501(C)(3)	139764	RESEARCH
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY	TALLAHASSEE	FL	323064166	591961248	501(C)(3)	90143	RESEARCH
UGA RESEARCH FOUNDATION INC
475 N LUMPKIN STREET	ATHENS	GA	306025333	581353149	501(C)(3)	148303	RESEARCH
STANFORD UNIVERSITY
STANFORD-CA STATE LIBRARY	STANFORD	CA	943056004	941156365	501(C)(3)	58505	RESEARCH	CECIL H GREEN LIBRARY
DUKE UNIVERSITY
PO BOX 651032	CHARLOTTE	NC	282651032	560532129	501(C)(3)	160435	RESEARCH
HARVARD UNIVERSITY
HOLYOKE CTR RM 600	CAMBRIDGE	MA	02138	042103580	501(C)(3)	87128	RESEARCH
MHN SERVICES
PO BOX 60000	SAN FRANSISCO	CA	94160	954146179		7403	RESEARCH	FILE 72981
UNIVERSITY OF MASSACHUSETTS
AGRICULTURAL ENG BUILDING	AMHERST	MA	010030210	043167352	501(C)(3)	22083	RESEARCH
HUMAN SERVICES RESEARCH INSTITUTE
2336 MASSACHUSETTS AVENUE	BOSTON	MA	02140	521039368	501(C)(3)	39891	RESEARCH
HARVARD PILGRIM HEALTH CARE
PO BOX 970050	BOSTON	MA	022970050	042452600	501(C)(3)	11729	RESEARCH
THE REGENTS OF THE UNIVERSITY OF MICHIGAN
3089 WOLVERINE TOWER	ANN ARBOR	MI	48109	386006309	501(C)(3)	167341	RESEARCH	3003 S STATE STREET
THE SCHEPENS EYE RESEARCH INSTITUTE
20 STAINFORD STREET	BOSTON	MA	02114	042129889	501(C)(3)	101641	RESEARCH
ARRA-UNIVERSITY OF CALIFORNIA
CENTER FOR MEDIA INDEPENDENT LEAR	BERKELEY	CA	94704	946036494	501(C)(3)	20133	RESEARCH
UNIVERSITY OF PITTSBURGH
OFFICE OF RESEARCH ACCOUNTING	PITTSBURGH	PA	15260	250965591	501(C)(3)	152435	RESEARCH	3109 CATHEDRAL OF LEARNING
GEORGE MASON UNIVERSITY
OFFICE OF STUDENT FINANCIAL AID	FAIRFAX	VA	220304444	540836354	501(C)(3)	51030	RESEARCH
IJIS INSTITUTE
44983 KNOLL SQUARE	ASHBURN	VA	20147	311783179	501(C)(3)	284105	RESEARCH
INDIANA UNIVERSITY
FRANKLIN HALL ROOM 004	BLOOMINGTON	IN	474051223	356001673	501(C)(3)	80577	RESEARCH
BROWN UNIVERSITY
PO BOX 1839	PROVIDENCE	RI	029121839	050258809	501(C)(3)	52439	RESEARCH
FRANK W OLIN COLLEGE OF ENGINEERING
OFFICE OF SPONSORED RESEARCH PROGRA	NEEDHAM	MA	02492	061519057	501(C)(3)	24123	RESEARCH	STACY A RISEMAN
KENNELL AND ASSOCIATES
3130 FAIRVIEW PARK DR STE 450	FALLS CHURCH	VA	220424504	541771141		15698	RESEARCH
OCCUPATIONAL THERAPY ASSOCIATES
124 WATERTOWN STREET	WATERTOWN	MA	02472	781720834		60079	RESEARCH
UNIVERSITY OF CONNECTICUT
1376 STORRS ROAD UNIT 4021	STORRS	CT	062694021	927570622	501(C)(3)	7273	RESEARCH
UNIVERSITY OF N CAROLINA AT CHAPEL HILL
440 W FRANKLIN ST	CHAPEL HILL	NC	275991220	003203213	501(C)(3)	13114	RESEARCH
UNIVERSITY OF TEXAS
10100 BURNET ROAD	AUSTIN	TX	78758	008618634	501(C)(3)	73845	RESEARCH
WELLESLEY COLLEGE
106 CENTRAL ST	WELLESLEY	MA	024818289	076572965	501(C)(3)	9652	RESEARCH

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	26	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	3	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS - UNDERGRADUATE	1874	46593754
ROOM & BOARD EXPENSE - RESIDENCE COUNCILORS	73	502218
FINANCIAL AID - MASTERS PROGRAM	972	15320258
FINANCIAL AID - DOCTORAL PROGRAM	548	11151719
FINANCIAL AID - CERTIFICATE PROGRAM	17	102849
FINANCIAL AID - SPECIAL PROGRAM	58	849609

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	ORGANIZATION'S PROCEDURE FOR MONITORING USE OF GRANT FUNDS	Identifier
Return Reference	PART I, LINE 2	ReturnReference
Explanation	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 GRANTS AT BRANDEIS UNIVERSITY.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
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 (18 entries)

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 LAWRENCE
206250	0	0	0	126455	0	0	0	564	0	333269	0	0	0
JEHUDA REINHARZ
486442	0	0	0	286847	0	19053	0	123731	0	916073	0	0	0
MARTHA KRAUSS
258451	0	0	0	3870	0	13272	0	21040	0	296633	0	0	0
FRANCES DROLETTE
279984	0	0	0	27999	0	15500	0	23829	0	347312	0	0	0
CHRISTOPHER O'BRIEN
190379	0	0	0	1462	0	10500	0	3881	0	206222	0	0	0
JOHN HOSE
179198	0	0	0	9558	0	9376	0	21692	0	219824	0	0	0
NANCY WINSHIP
299463	0	0	0	112510	0	15001	0	35619	0	462593	0	0	0
JEAN EDDY
201744	0	0	0	158305	0	6864	0	16342	0	383255	0	0	0
MARK J COLLINS
211999	0	0	0	3041	0	11750	0	2912	0	229702	0	0	0
JUDITH SIZER
195292	0	0	0	1380	0	9839	0	7940	0	214451	0	0	0
ANDREW GULLY
269274	0	0	0	13232	0	2375	0	29525	0	314406	0	0	0
BRUCE MAGID
310268	0	0	0	4818	0	16500	0	24926	0	356512	0	0	0
EVE MARDER
243886	0	0	0	1584	0	12580	0	14344	0	272394	0	0	0
IRVING EPSTEIN
250734	0	0	0	3048	0	15062	0	3505	0	272349	0	0	0
STUART ALTMAN
233950	0	0	0	7623	0	11845	0	4709	0	258127	0	0	0
JAMES LACKNER
222975	0	0	0	5438	0	11248	0	7664	0	247325	0	0	0
PETER FRENCH
226000	0	0	0	2999538	0	0	0	14031	0	3239569	0	631599	0
JEFFREY C APFEL
358268	0	0	0	19805	0	0	0	19953	0	398026	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier

ExplanationExplanation

PART I, LINE 1A AND LINE 2

DURING CALENDAR YEAR 2010, JEHUDA REINHARZ SERVED AS PRESIDENT OF BRANDEIS UNIVERSITY AND FREDERICK LAWRENCE HELD THE TITLE OF PRESIDENT-ELECT. FREDERICK LAWRENCE OFFICIALLY BECAME PRESIDENT OF BRANDEIS UNIVERSITY AS OF JANUARY 1,2011, AND THE CONTINUED SERVICES PERFORMED BY JEHUDA REINHARZ EFFECTIVE ON JANUARY 1, 2011 ARE CONSISTENT WITH HIS ROLE AS PRESIDENT EMERITUS. FIRST CLASS TRAVEL: ACCORDING TO UNIVERSITY POLICY, FIRST CLASS TRAVEL INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY MAY BE REIMBURSED DEPENDING ON THE NATURE, DISTANCE, AND LENGTH OF THE FLIGHT. SUCH REIMBURSEMENT REQUIRES SUBSTANTIATION AS WELL AS REVIEW AND APPROVAL BY PERSONS AUTHORIZED BY THE BOARD OF TRUSTEES. DURING CALENDAR YEAR 2010, THE UNIVERSITY REIMBURSED PRESIDENT REINHARZ AND PRESIDENT-ELECT LAWRENCE FOR FIRST CLASS TRAVEL INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY AND IN ACCORDANCE WITH THE UNIVERSITY POLICY. TRAVEL FOR SPOUSES: ACCORDING TO 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 2010, THE UNIVERSITY REIMBURSED PRESIDENT REINHARZ AND PRESIDENT-ELECT LAWRENCE FOR TRAVEL EXPENSES INCURRED BY THEIR RESPECTIVE SPOUSES WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS WERE MADE IN ACCORDANCE WITH UNIVERSITY POLICY. TAX INDEMNIFICATION: PRESIDENT REINHARZ'S WAGES DURING CALENDAR YEAR 2010 WERE INCREASED TO COVER THE TAXES FOR CERTAIN BENEFITS, SUCH AS HOUSEKEEPING, AUTO EXPENSES, LIFE INSURANCE, FINANCIAL PLANNING, AND LEGAL EXPENSES. PRESIDENT-ELECT LAWRENCE'S WAGES DURING CALENDAR YEAR 2010 WERE INCREASED TO COVER THE TAXES FOR HOUSING ALLOWANCE AND LEGAL EXPENSES. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: IN ACCORDANCE WITH UNIVERSITY POLICY AND AS A CONDITION OF EMPLOYMENT, THE UNIVERSITY REQUIRED PRESIDENT REINHARZ TO LIVE IN A RESIDENCE OWNED BY THE UNIVERSITY DURING HIS TENURE AS PRESIDENT OF THE UNIVERSITY. THE PRESIDENTIAL RESIDENCE IS EXTENSIVELY USED FOR UNIVERSITY BUSINESS AND ONLY A PORTION OF THE RESIDENCE IS EXCLUSIVELY USED BY THE PRESIDENT. THE VALUE OF SUCH HOUSING FOR CALENDAR YEAR 2010 IS INCLUDED IN NONTAXABLE BENEFITS ON SCHEDULE J, PART II, COLUMN D. DURING CALENDAR YEAR 2010, THE UNIVERSITY PROVIDED PRESIDENT-ELECT LAWRENCE WITH A HOUSING ALLOWANCE. THE VALUE OF SUCH HOUSING ALLOWANCE WAS TREATED AS TAXABLE AND INCLUDED IN PRESIDENT-ELECT LAWRENCE'S FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). THE EMPLOYMENT CONTRACTS OF CERTAIN KEY EXECUTIVES PROVIDE FOR AN ANNUAL HOUSING ALLOWANCE. DURING CALENDAR YEAR 2010, TWO SENIOR VICE PRESIDENTS RECEIVED SUCH BENEFIT, WHICH WAS INCLUDED IN THEIR FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). PERSONAL SERVICES: ACCORDING TO 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, PART II, COLUMN B(III). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ACCORDING TO UNIVERSITY POLICY, THE UNIVERSITY WILL REIMBURSE THE PRESIDENT AND CERTAIN OTHER OFFICERS FOR HEALTH CLUB DUES UP TO $1,000 PER INDIVIDUAL PER ANNUM. DURING CALENDAR YEAR 2010, THE UNIVERSITY PROVIDED HEALTH CLUB DUE REIMBURSEMENT TO PRESIDENT REINHARZ, TWO SENIOR VICE PRESIDENTS, AND ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES. THE AMOUNT PAID BY THE UNIVERSITY WAS INCLUDED IN THE INDIVIDUALS' 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 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, LINE 4A & 4B

AFTER SERVING AS A SENIOR OFFICER OF THE UNIVERSITY FOR OVER 12 YEARS, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER PETER FRENCH LEFT HIS POSITION IN 2009 DUE TO DISABILITY. MR. FRENCH RECEIVED PAYMENT IN THE AMOUNT OF $1,872,181 FROM A CONTRACTUAL PROVISION DUE TO DISABILITY. SUCH AMOUNT WAS INCLUDED IN HIS FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). MR. PETER FRENCH PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F). BENEFITS UNDER THE PLAN WERE EARNED INCREMENTALLY UNDER HIS EMPLOYMENT AGREEMENT. THE AMOUNT VESTED AND PAID UNDER THE PLAN DURING CALENDAR YEAR 2010 IS $735,251, OF WHICH $631,599 HAD BEEN PREVIOUSLY REPORTED IN PRIOR FORMS 990. 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. PRESIDENT 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. THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN C REFLECTS THE PRESENT AGREEMENT BETWEEN DR. REINHARZ AND THE UNIVERSITY THAT FIXES THE AMOUNT OF DR. REINHARZ'S "NONQUALIFIED" DEFERRED COMPENSATION (ALL OF WHICH HAS PREVIOUSLY BEEN REPORTED ON PRIOR FORMS 990.) THE AGREEMENT ALSO PROVIDES FOR A PAYMENT OF $811,286 WITH RESPECT TO UNUSED SABBATICAL LEAVE THAT ACCRUED BETWEEN 1992 AND 2005 AND THAT WAS INCLUDED IN DR. REINHARZ'S TAXABLE INCOME IN 2005. NO AMOUNTS WERE VESTED OR PAID DURING CALENDAR YEAR 2010 UNDER THE DEFERRED COMPENSATION ARRANGEMENT.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

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

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Other Spent ProceedsOtherSpentProceeds	Working Capital ExpendituresWorkingCapitalExpenditures
24999279	294138	386594	24318547	2007	false	false	true	true
48160410	559405		40000000	2009	false	false	true	true	6802005	830072	799000
188794806	1501706		180793100	2010	true	false	true	true				6500000

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	false	false	false	true
false	false	false	false	false	true
false	false	false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
false	false	false	false	false
false	false	false	false	false
false	false	false	false	false

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance
20145	TUITION
0	REMISSION

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
ARAMARK
J. LERMAN - TRUSTEE	10892228	CONTRACT FOR DINING SERVICES	false
HIGHFIELDS CAPITAL LTD
J. JACOBSON - TRUSTEE	877817	INVESTMENT FEES	false
DR SHULAMIT REINHARZ
SPOUSE OF PRESIDENT	165685	EMPLOYEE COMPENSATION	false
MARGOT T DAVIS
SPOUSE OF TRUSTEE J.DAVIS	70979	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 2011 THE UNIVERSITY PAID ARAMARK $10,892,228 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. DR. SHULAMIT REINHARZ, SPOUSE OF PRESIDENT REINHARZ, IS EMPLOYED BY THE UNIVERSITY. AS A FULL-TIME TENURED FACULTY MEMBER AND AS A SPECIAL ASSISTANT TO THE PRESIDENT, DR. REINHARZ RECEIVED EMPLOYEE COMPENSATION OF $165,685. PRESIDENT REINHARZ DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. REINHARZ. 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 $70,979. TRUSTEE DAVIS DOES NOT PARTICIPATE IN ESTABLISHING THE COMPENSATION OF DR. DAVIS.	Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Method Of Determining Revenues	DONOR'S APPRAISAL	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
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	70	NumberOfContributions
Noncash Contribs Rptd F990	1910563	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	175000	NoncashContribsRptdF990
Method Of Determining Revenues	DONOR'S APPRAISAL	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
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	FURNITURE	1	6055	DONOR'S APPRAISAL
X	JEWELRY	1	34340	DONOR'S APPRAISAL

Field	Value	IRS element (for citing)
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 TRANSFORMATIONS, BRANDEIS REMAINS A CENTER OF OPEN INQUIRY AND TEACHING, CHERISHING ITS INDEPENDENCE FROM ANY DOCTRINE OR GOVERNMENT. IT STRIVES TO REFLECT THE HETEROGENEITY OF THE UNITED STATES AND OF THE WORLD COMMUNITY WHOSE IDEAS AND CONCERNS IT SHARES. IN THE BELIEF THAT THE MOST IMPORTANT LEARNING DERIVES FROM THE PERSONAL ENCOUNTER AND JOINT WORK OF TEACHERS AND STUDENTS, BRANDEIS ENCOURAGES UNDERGRADUATES AND POSTGRADUATES TO PARTICIPATE WITH DISTINGUISHED FACULTY IN RESEARCH, SCHOLARSHIP AND ARTISTIC ACTIVITIES.
FORM 990 REVIEW PROCESS	FORM 990, PART VI, SECTION B, LINE 11A	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 2011, The Board of Trustees has delegated the review of the Form 990 to the audit committee, with the General Counsel reporting to the audit committee concerning material conflict of interest matters and the process and procedures for the review and approval of the compensation of the officers and certain highly compensated employees IN CALENDAR 2010. UPON RECEIPT OF THE REPORT FROM THE GENERAL COUNSEL CONCERNING THE COMPENSATION REVIEW PROCESS AND CONFLICT OF INTEREST MATTERS, 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. 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 DECIDING 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 (PCEC) IS AUTHORIZED BY THE BOARD OF TRUSTEES AND DIRECTED TO PERFORM A 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. 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 5	UNREALIZED GAINS ON INVESTMENTS 84,605,583 CHANGE IN VALUE OF FUNDS HELD IN TRUST BY OTHERS 1,152,472 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (292,403) TOTAL: 85,465,652

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (13 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
MI & HBI CHARITABLE REMAINDER TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046822011	CHARITABLE TRUST	MA	NA	TRUST	48608	195431	0.80000
WK CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046732866	CHARITABLE TRUST	MA	NA	TRUST	26102	104722	0.80000
ADS CHARITABLE REMAINDER UNITRUST I
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046871277	CHARITABLE TRUST	MA	NA	TRUST	54516	172086	0.76000
PGR CHARITABLE REMAINDER TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	816120771	CHARITABLE TRUST	MA	NA	TRUST	845110	2418084	0.74000
JMS & MS CHARITABLE REMAINDER TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	726222032	CHARITABLE TRUST	MA	NA	TRUST	281703	696340	0.71000
JGG CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046742718	CHARITABLE TRUST	MA	NA	TRUST	218581	446073	0.67000
LDI CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046882857	CHARITABLE TRUST	MA	NA	TRUST	194336	394808	0.67000
NWF CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	043503796	CHARITABLE TRUST	MA	NA	TRUST	22798	43075	0.65000
GR & RLR CHARITABLE REMAINDER TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	043260053	CHARITABLE TRUST	MA	NA	TRUST	69881	127130	0.65000
JC CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	043443518	CHARITABLE TRUST	MA	NA	TRUST	308323	528982	0.63000
BE CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	546692430	CHARITABLE TRUST	MA	NA	TRUST	46792	78560	0.63000
CSR CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	046769772	CHARITABLE TRUST	MA	NA	TRUST	72924	96401	0.57000
SE & BE CHARITABLE REMAINDER TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST M	WALTHAM	MA	024549110	043033530	CHARITABLE TRUST	FL	NA	TRUST	41009	48682	0.54000

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