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PLEASE SEE WWW.BRANDEIS.EDU FOR COMPLETE INFORMATION ON ALL ACADEMIC PROGRAMS AND ADMISSIONS/AID AVAILABLE. 52778469 2024075 64654510 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. 33458767 0 29281384 AUXILIARY ENTERPRISES: THE UNIVERSITY RESIDENCE HALLS AND DINING SERVICES FOR GRADUATE AND UNDERGRADUATE STUDENTS. 326973089 true true false true true false true false true true false false false true true true false true false true false true false true false false true true true true false false false false false false true false true true true true false false false true true false false false true 6683 0 true 5165 true true true true IS false false false true true false false false false false false false X 47 43 false false false false false false false true true false true true true true true true true true true true false AZ CA 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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. 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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. true true true true true true true false false false false false false false false true false true 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. true Europe (Including Iceland and Greenland) 0 0 Program Services CERN 1092550 Middle East and North Africa 0 0 Program Services STUDY ABROAD 226491 Europe (Including Iceland and Greenland) 0 0 Program Services STUDY ABROAD 2186831 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 494343 Central America and the Caribbean 0 0 Program Services STUDY ABROAD 35235 North America 0 0 Program Services STUDY ABROAD 22113 South America 0 0 Program Services STUDY ABROAD 173154 Russia and the Newly Independent States 0 0 Program Services STUDY ABROAD 8474 South Asia 0 0 Program Services STUDY ABROAD 61459 Sub-Saharan Africa 0 0 Program Services STUDY ABROAD 190398 Europe (Including Iceland and Greenland) 0 0 Investments 2173851 Central America and the Caribbean 0 0 Investments 243227556 0 0 0 0 249892455 249892455 SCHOLARSHIP AND FINANCIAL AID Cent. 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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. 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IN ADDITION, THE UNIVERSITY HAS ESTABLISHED RESEARCH POLICIES AND PROCEDURES AS GUIDELINES TO PRINCIPAL INVESTIGATORS IN MANAGING THEIR GRANTS AT BRANDEIS UNIVERSITY. X X X X X X true true X X X X X X true true false false false false false false false 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 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. 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 24999279 294138 386594 24318547 2007 false false true true 48160410 6802005 830072 559405 40000000 799000 2009 false false true true 188794806 1501706 6500000 180793100 2010 true false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false false false false false false false false false false false 20145 TUITION 0 REMISSION 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 PART IV 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. X DONOR'S APPRAISAL X 70 1910563 AVERAGE OF HIGH-LOW X 1 175000 DONOR'S APPRAISAL X FURNITURE 1 6055 DONOR'S APPRAISAL X JEWELRY 1 34340 DONOR'S APPRAISAL false true false GIFT ACCEPTANCE POLICY PART I, LINE 31 BRANDEIS UNIVERSITY'S GIFT ACCEPTANCE POLICY IS AVAILABLE ONLINE AT WWW.BRANDEIS.EDU. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 BRANDEIS UNIVERSITY IS A COMMUNITY OF SCHOLARS AND STUDENTS UNITED BY THEIR COMMITMENT TO THE PURSUIT OF KNOWLEDGE AND ITS TRANSMISSION FROM GENERATION TO GENERATION. AS A RESEARCH UNIVERSITY, BRANDEIS IS DEDICATED TO THE ADVANCEMENT OF THE HUMANITIES, ARTS AND SOCIAL, 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 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 false false false false false false false false false false false false false false false false false false