BRANDEIS UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BRANDEIS UNIVERSITY (EIN 04-2103552)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201121369349301027
- Schema version
- 2009v1.7
- 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 | 2011-05-16T09:19:06-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | Title |
| Phone | 7817362000 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 404223637 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4974 | TotalNbrEmployees |
| Total Nbr Volunteers | 1744 | TotalNbrVolunteers |
| Total Gross UBI | 300181 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -360924 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 39160525 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 35752014 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 252441719 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 272263900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3953003 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12393135 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2223895 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2877481 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 289873136 | TotalRevenuePriorYear |
| Total Revenue Current Year | 323286530 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 68411265 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 73949525 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 151921833 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 145634734 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10299284 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 118270810 | OtherExpensePriorYear |
| Other Expenses Current Year | 127791834 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 338603908 | TotalExpensesPriorYear |
| Total Expenses Current Year | 347376093 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -48730772 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -24089563 | RevenuesLessExpensesCY |
| Total Assets BOY | 1155725455 | TotalAssetsBOY |
| Total Assets EOY | 1166362956 | TotalAssetsEOY |
| Total Liabilities BOY | 383924281 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 349882054 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 771801174 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 816480902 | 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 | 221411921 | Expense |
| Grants | 72009410 | Grants |
| Revenue | 184063100 | 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 | 48832960 | Expense |
| Grants | 1940115 | Grants |
| Revenue | 59918868 | 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 | 35502203 | Expense |
| Grants | 0 | Grants |
| Revenue | 28281932 | 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 | 305747084 | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | 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 | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7158 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4974 | 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 |
| Nbr Voting Governing Body Members | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | 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 |
Form990 Part VII Section A Form990PartVIISectionA (62 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 | 1.0 | X | 0 | 0 | 0 | ||||
| JACK M CONNORS JR | |||||||||
| TRUSTEE - VICE CHAIR | 1.0 | X | 0 | 0 | 0 | ||||
| JONATHON S JACOBSON | |||||||||
| TRUSTEE - VICE CHAIR | 1.0 | X | 0 | 0 | 0 | ||||
| PERRY TRAQUINA | |||||||||
| TRUSTEE - SECRETARY | 1.0 | X | 0 | 0 | 0 | ||||
| RHONDA ZINNER | |||||||||
| TRUSTEE - TREASURER | 1.0 | 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 | ||||
| CHARLES BRONFMAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| D RONALD DANIEL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JONATHAN G DAVIS | |||||||||
| TRUSTEE | 1.0 | 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 | 1.0 | X | 0 | 0 | 0 | ||||
| VARTAN GREGORIAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARTIN J GROSS | |||||||||
| 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 | ||||
| ELLEN LASHER KAPLAN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| STEPHEN B KAY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| GERSHON KEKST | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CAROL KERN | |||||||||
| 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 | 1.0 | X | 0 | 0 | 0 | ||||
| BARBARA A MANDEL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WALTER S MOSSBERG | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LOUIS PERLMUTTER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LEONARD POTTER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD A RATNER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| STEPHEN R REINER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT S RIFKIND | |||||||||
| TRUSTEE | 1.0 | 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 | ||||
| LYNN SCHUSTERMAN | |||||||||
| 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 | ||||
| LINDA WHITLOCK | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BARTON J WINOKUR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| PAUL M ZLOTOFF | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JEHUDA REINHARZ | |||||||||
| PRESIDENT | 35.0 | X | 588809 | 0 | 946842 | X | |||
| PETER FRENCH | |||||||||
| EXECUTIVE VP & COO | 35.0 | 573532 | 0 | 160340 | X | ||||
| MARTHA KRAUSS | |||||||||
| PROVOST & SENIOR VP | 35.0 | 263747 | 0 | 32493 | X | ||||
| FRANCES DROLETTE | |||||||||
| SENIOR VP OF FINANCE & CFO | 35.0 | 228583 | 0 | 29517 | X | ||||
| JOHN HOSE | |||||||||
| ASS. SECRETATY OF THE CORP | 35.0 | 189046 | 0 | 28284 | X | ||||
| MAUREEN MURPHY | |||||||||
| VP OF FIN. AFFAIRS & TREASURER | 35.0 | 194891 | 0 | 14314 | X | ||||
| JEFFREY C APFEL | |||||||||
| EXECUTIVE VP & COO | 35.0 | 135492 | 0 | 4212 | X | ||||
| NANCY WINSHIP | |||||||||
| SENIOR VP | 35.0 | 409652 | 0 | 76914 | X | ||||
| JEAN EDDY | |||||||||
| SENIOR VP | 35.0 | 325805 | 0 | 32690 | X | ||||
| MARK J COLLINS | |||||||||
| SENIOR VP, ADMINISTRATION | 35.0 | 207855 | 0 | 10820 | X | ||||
| JUDITH SIZER | |||||||||
| SENIOR VP & GENERAL COUNSEL | 35.0 | 196792 | 0 | 14878 | X | ||||
| BRUCE MAGID | |||||||||
| DEAN OF IBS | 35.0 | 308634 | 0 | 38563 | X | ||||
| IRVING EPSTEIN | |||||||||
| FACULTY | 35.0 | 257504 | 0 | 16158 | X | ||||
| STUART ALTMAN | |||||||||
| FACULTY | 35.0 | 244723 | 0 | 17562 | X | ||||
| EVE MARDER | |||||||||
| FACULTY | 35.0 | 239011 | 0 | 25274 | X | ||||
| JAMES LACKNER | |||||||||
| FACULTY | 35.0 | 226470 | 0 | 18026 | X | ||||
| LORNA MILES | |||||||||
| FORMER VP OF COMMUNICATIONS | 35.0 | 189347 | 0 | 12051 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4779893 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1478938 | TotalOtherCompensation |
| Number Individuals GT100 K | 241 | 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 |
|---|---|---|---|---|---|
| KALLMAN MCKINNELL WOOD ARCHITECTS | |||||
| 181 NEWBURY STREET | BOSTON | MA | 02116 | ARCHITECT | 1058125 |
| EBSCO SUBSRCIPTION SERVICES | |||||
| SUITE 2 30 PARK ROAD | TINTON FALLS | NJ | 07724 | LIBRARY SERVICES | 1003726 |
| PAYETTE ASSOCIATES INC | |||||
| 285 SUMMER STREET | BOSTON | MA | 02210 | DESIGN | 654643 |
| ELSEVIER SCIENCE | |||||
| PO BOX 0848 | CAROL STREAM | IL | 601320848 | LIBRARY SERVICES | 582522 |
| RASKY BAERLEIN STRATEGIC COMMUNICAT | |||||
| 70 FRANKLIN STREET 3RD FLOOR | BOSTON | MA | 02110 | COMM./EXEC SERVICES | 412543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Membership Dues | 457955 | MembershipDues |
| Fundraising Events | 329839 | FundraisingEvents |
| Government Grants | 500274 | GovernmentGrants |
| All Other Contributions | 34463946 | AllOtherContributions |
| Noncash Contributions | 1992070 | NoncashContributions |
| Total Contributions | 35752014 | 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 | 179761113 | 179761113 | ||
| AUXILIARIES | 721000 | 28281932 | 27964725 | 204955 | $112,252 |
| SPONSORED PROGRAMS | 611710 | 59918868 | 59918868 | ||
| FOSTER BIO LAB | 621500 | 719833 | 314347 | 405486 | |
| RENT-UNIVERSITY PARK | 721000 | 673317 | 673317 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2908837 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2908837 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 272263900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4444520 | TotalRevenueColumn |
| Unrelated Business Revenue | -983577 | UnrelatedBusinessRevenue |
| Exclusion | $5,428,097 | 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 | 1352811 | TotalRevenueColumn |
| Exclusion | $1,352,811 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1172071 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1172071 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1172071 | TotalRevenueColumn |
| Exclusion | $1,172,071 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81139870 | Securities |
| Other | 7411459 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70344516 | Securities |
| Other | 10258198 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10795354 | Securities |
| Other | -2846739 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7948615 | TotalRevenueColumn |
| Exclusion | $7,948,615 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 334393 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 329839 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 334393 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
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 | 352599 | TotalRevenueColumn |
| Related Or Exempt Function Income | 352599 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 352599 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 323286530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 271220489 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 300181 | UnrelatedBusinessRevenue |
| Exclusion | $16,013,846 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1940115 | Total |
| Program Services | 1940115 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70931764 | Total |
| Program Services | 70931764 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077646 | Total |
| Program Services | 1077646 | 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 | 4866218 | Total |
| Program Services | 358495 | ProgramServices |
| Management And General | 4021155 | ManagementAndGeneral |
| Fundraising | 486568 | 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 | 118107369 | Total |
| Program Services | 103545459 | ProgramServices |
| Management And General | 9186912 | ManagementAndGeneral |
| Fundraising | 5374998 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1782127 | Total |
| Program Services | 1671440 | ProgramServices |
| Management And General | 100509 | ManagementAndGeneral |
| Fundraising | 10178 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12730211 | Total |
| Program Services | 10988943 | ProgramServices |
| Management And General | 974977 | ManagementAndGeneral |
| Fundraising | 766291 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8148809 | Total |
| Program Services | 7403208 | ProgramServices |
| Management And General | 343181 | ManagementAndGeneral |
| Fundraising | 402420 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524308 | Total |
| Program Services | 259390 | ProgramServices |
| Management And General | 264918 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240900 | Total |
| Management And General | 240900 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100865 | Total |
| Program Services | 100865 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918000 | Total |
| Management And General | 918000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4124786 | Total |
| Program Services | 2448508 | ProgramServices |
| Management And General | 1670660 | ManagementAndGeneral |
| Fundraising | 5618 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681037 | Total |
| Program Services | 668311 | ProgramServices |
| Management And General | 10881 | ManagementAndGeneral |
| Fundraising | 1845 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11711208 | Total |
| Program Services | 9972722 | ProgramServices |
| Management And General | 1148791 | ManagementAndGeneral |
| Fundraising | 589695 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3856196 | Total |
| Program Services | 3822475 | ProgramServices |
| Management And General | 33053 | ManagementAndGeneral |
| Fundraising | 668 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21996890 | Total |
| Program Services | 20896862 | ProgramServices |
| Management And General | 1076641 | ManagementAndGeneral |
| Fundraising | 23387 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4864320 | Total |
| Program Services | 4405016 | ProgramServices |
| Management And General | 189281 | ManagementAndGeneral |
| Fundraising | 270023 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2126529 | Total |
| Program Services | 335654 | ProgramServices |
| Management And General | 761617 | ManagementAndGeneral |
| Fundraising | 1029258 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12264597 | Total |
| Program Services | 11312941 | ProgramServices |
| Management And General | 951656 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21865770 | Total |
| Program Services | 20258835 | ProgramServices |
| Management And General | 1606935 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240402 | Total |
| Management And General | 1240402 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING SERVICES | 10840308 | 9620376 | 1219932 | |
| STUDY ABROAD | 2788209 | 2788209 | ||
| STIPENDS AND FELLOWSHIPS | 13309756 | 13309756 | ||
| LIBRARY | 3381626 | 3364182 | 8719 | 8725 |
| DUES | 1545244 | 855367 | 681710 | 8167 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9410883 | Total |
| Program Services | 3410545 | ProgramServices |
| Management And General | 4678895 | ManagementAndGeneral |
| Fundraising | 1321443 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347376093 | Total |
| Program Services | 305747084 | ProgramServices |
| Management And General | 31329725 | ManagementAndGeneral |
| Fundraising | 10299284 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90779200 | BOY |
| EOY | 50504002 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94108408 | BOY |
| EOY | 70409522 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4526484 | BOY |
| EOY | 4065650 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13916555 | BOY |
| EOY | 13874566 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563703 | BOY |
| EOY | 582521 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5848811 | BOY |
| EOY | 5463729 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 594337210 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 235886684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343639636 | BOY |
| EOY | 358450526 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588115971 | BOY |
| EOY | 650822619 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14226687 | BOY |
| EOY | 12189821 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155725455 | BOY |
| EOY | 1166362956 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46879744 | BOY |
| EOY | 42684905 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6201823 | BOY |
| EOY | 6180304 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15428826 | BOY |
| EOY | 15816694 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244372193 | BOY |
| EOY | 266971046 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8578162 | BOY |
| EOY | 6287264 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12463533 | BOY |
| EOY | 11941841 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383924281 | BOY |
| EOY | 349882054 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97640527 | BOY |
| EOY | 141657554 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183898981 | BOY |
| EOY | 171405546 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490261666 | BOY |
| EOY | 503417802 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771801174 | BOY |
| EOY | 816480902 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155725455 | BOY |
| EOY | 1166362956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $100,865 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 100865 | 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 1G | 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 $2,786 DURING THE FISCAL YEAR. THE UNIVERSITY ALSO MADE PAYMENTS TOTALING $98,079 TO LOBBYISTS CONCERNING LEGISLATION AFFECTING SCIENTIFIC RESEARCH. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 17 | NumberDAFsHeld |
| Donor Advised Contributions | 4250000 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 5282292 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1282015 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.13000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02900 | 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 | 39305763 | OtherCostOrOtherBasis |
| Book Value | 39305763 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 491397304 | OtherCostOrOtherBasis |
| Depreciation | 191623375 | Depreciation |
| Book Value | 299773929 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1613964 | OtherCostOrOtherBasis |
| Depreciation | 1017813 | Depreciation |
| Book Value | 596151 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62020178 | OtherCostOrOtherBasis |
| Depreciation | 43245496 | Depreciation |
| Book Value | 18774682 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 358450525 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED LIABILITY TO ANNUITANTS | Description |
| Amount | $11,941,841 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11941841 | TotalOfAmounts |
| Total Revenue | 323286530 | TotalRevenue |
| Total Expenses | 347376093 | TotalExpenses |
| Excess Or Deficit For Year | -24089563 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 69208998 | NetUnrealizedGLOnInvestments |
| Other | -$439,706 | OtherAmount |
| Total Adjustments | 68769292 | TotalAdjustments |
| Excess Or Deficit Per FS | 44679729 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 300852874 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 69208998 | NetUnrealizedGainsInvestments |
| Other Revenues | -94489393 | OtherRevenues |
| Revenue Not Rptd F990 | -25280395 | RevenueNotRptdF990 |
| Revenue Subtotal | 326133269 | RevenueSubtotal |
| Other Revenues Not Included | -2846739 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2846739 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 323286530 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 256173145 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | -712525 | LossesReported |
| Other Expenses Included | -18481013 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -19193538 | ExpensesNotRptdF990 |
| Expenses Subtotal | 275366683 | ExpensesSubtotal |
| Other Expenses Not Included | 72009410 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 72009410 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 347376093 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 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 OPERATING EXPENSES IN THE UNIVERSITY'S FINANCIAL STATEMENTS IN THE PERIOD IN WHICH THE ITEMS ARE SOLD OR ACQUIRED. PART III, LINE 4 FOUNDED IN 1961, THE ROSE ART MUSEUM OF BRANDEIS UNIVERSITY IS AN EDUCATIONAL AND CULTURAL INSTITUTION 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. AN ACTIVE PARTICIPANT 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. THE ROSE AFFIRMS THE PRINCIPLE THAT KNOWLEDGE OF THE PAST INFORMS AN UNDERSTANDING OF THE PRESENT AND PROVIDES THE CRITICAL FOUNDATION FOR SHAPING THE FUTURE. 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 1,792 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 DEPARTMENT 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 FUND 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 FUND'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 477,147 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,629,377) LOSS ON CHANGE IN VALUE OF SWAP 712,524 TOTAL: (439,706) |
| OTHER REVENUE ON BOOKS BUT NOT ON RETURN | PART XII, LINE 2D | CHANGE IN VALUE OF FUNDS HELD IN TRUSTS BY OTHERS 477,146 NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (1,629,377) TUITION DISCOUNT (72,009,420) NET TRANSFERS TO RECORD MARKET VALUE DECLINE IN DONOR RESTRICTED ENDOWMENTS (21,327,753) TOTAL: (94,489,393) |
| OTHER REVENUE ON BOOKS BUT NOT ON RETURN | PART XII, LINE 4B | LOSS ON DISPOSALS/RETIREMENT OF PROPERTY, PLANT & EQUIPMENT (2,846,739) TOTAL: (2,846,739) |
| OTHER EXPENSE ON BOOKS BUT NOT ON RETURN | PART XIII, LINE 2C | LOSS ON CHANGE IN VALUE OF SWAP (712,525) TOTAL: (712,525) |
| OTHER EXPENSE ON BOOKS BUT NOT ON RETURN | PART XIII, LINE 2D | LOSS ON DISPOSALS/RETIREMENT OF PROPERTY, PLANT & EQUIPMENT 2,846,739 NET TRANSFERS TO RECORD MARKET VALUE DECLINE IN DONOR RESTRICTED ENDOWMENTS (21,327,752) TOTAL: (18,481,013) |
| OTHER EXPENSE ON BOOKS BUT NOT ON RETURN | PART XIII, LINE 4B | TUITION DISCOUNT 72,009,410 TOTAL: 72,009,410 |
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 |
| Pub Via Broadcast Media Expln | ONE OF THE PILLARS BRANDEIS IS BUILT UPON, PROMINENTLY DISPLAYED IN WRITING AND ACTION, IS WELCOMING STUDENTS, TEACHERS, STAFF AND COMMUNITY MEMBERS OF EVERY RACE, NATIONALITY, RELIGION AND POLITICAL ORIENTATION. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS, TO SUPPORT ORGANIZED RESEARCH CONDUCTED ON BEHALF OF THE GRANTING AGENCY AND FOR THE CONSTRUCTION OF EDUCATIONAL FACILITIES. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
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 | 1000 |
| Middle East and North Africa | Program Services | STUDY ABROAD | 195965 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | 1529871 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | 580250 |
| Central America and the Caribbean | Program Services | STUDY ABROAD | 31770 |
| North America | Program Services | STUDY ABROAD | 7955 |
| South America | Program Services | STUDY ABROAD | 149444 |
| Russia and the Newly Independent States | Program Services | STUDY ABROAD | 14700 |
| South Asia | Program Services | STUDY ABROAD | 66800 |
| Sub-Saharan Africa | Program Services | STUDY ABROAD | 169720 |
| Europe (Including Iceland and Greenland) | Investments | ||
| Central America and the Caribbean | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 2747475 | 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 | 2 | 8363 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | East Asia/Pacific | 24 | 266665 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | Europe/Iceland/Greenland | 55 | 553631 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | Middle East/North Africa | 9 | 73007 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | Russia | 1 | 13500 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | South America | 5 | 37605 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | South Asia | 3 | 35690 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | Sub-Saharan Africa | 10 | 88935 | SEE PART IV |
| SCHOLARSHIP AND FINANCIAL AID | North America | 1 | 250 | SEE PART IV |
Form990 Schedule F Part IV Form990ScheduleFPartIV (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 POSTED ON ITS WEBSITE 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 STUDENTS' ACCOUNT. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 153620 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 102010 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 51610 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6520 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 43590 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1500 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 48640 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 40000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 8640 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 8640 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 23 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 461972 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 187829 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 274143 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 78148 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 156796 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 39199 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 664232 | GrossReceiptsTotal |
| Charitable Contributions Total | 329839 | CharitableContributionsTotal |
| Gross Revenue Total Events | 334393 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6520 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 121738 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 165436 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 40699 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 334393 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||
| CENTER FOR PROFESSIONAL EDUCATION | 72 TYNG ROAD | TYNGSBORO | MA | 01879 | 042103547 | 501(C)(3) | 89390 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET 10F | OAKLAND | CA | 946074046 | 999999999 | 501(C)(3) | 50208 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 10920 WILSHIRE BOULEVARD | SUITE 107 | LOS ANGELES | CA | 900246503 | 956006143 | 501(C)(3) | 77214 |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| PO BOX 3714 | BOSTON | MA | 02241 | 042312909 | 501(C)(3) | 43117 | |
| EMORY UNIVERSITY | |||||||
| OFC OF GRANTS CONTRACTS ACTG | 4TH FLOOR MA 1599-001-1BH | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | 18458 |
| FLORIDA STATE UNIVERSITY | |||||||
| SPONSORED RESEARCH ACCOUNTING SVCS | 874 TRADITIONS WAY | TALLAHASSEE | FL | 323064166 | 591961248 | 501(C)(3) | 63474 |
| UGA RESEARCH FOUNDATION INC | |||||||
| CONTRACTS GRANTS DIVISION | 475 N LUMPKIN STREET | ATHENS | GA | 306025333 | 581353149 | 501(C)(3) | 179746 |
| STANFORD UNIVERSITY | |||||||
| STANFORD-CA STATE LIBRARY | CECIL H GREEN LIBRARY | STANFORD | CA | 943056004 | 941156365 | 501(C)(3) | 30120 |
| DUKE UNIVERSITY | |||||||
| BURSARS OFFICE | PO BOX 651032 | CHARLOTTE | NC | 282651032 | 560532129 | 501(C)(3) | 138258 |
| HARVARD UNIVERSITY | |||||||
| SPONSORED BILLING OFFICE | HOLYOKE CTR RM 600 | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | 90424 |
| MHN SERVICES | |||||||
| PO BOX 60000 | FILE 72981 | SAN FRANSISCO | CA | 94160 | 954146179 | 20908 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| PESTICIDE EDUCATION | AGRICULTURAL ENG BUILDING | AMHERST | MA | 010030210 | 043167352 | 501(C)(3) | 212017 |
| HUMAN SERVICES RESEARCH INSTITUTE | |||||||
| 2336 MASSACHUSETTS AVENUE | BOSTON | MA | 02140 | 521039368 | 501(C)(3) | 14280 | |
| HARVARD PILGRIM HEALTH CARE | |||||||
| PO BOX 970050 | BOSTON | MA | 022970050 | 042452600 | 501(C)(3) | 54049 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3089 WOLVERINE TOWER | 3003 S STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | 46904 |
| THE SCHEPENS EYE RESEARCH INSTITUTE | |||||||
| 20 STAINFORD STREET | BOSTON | MA | 02114 | 042129889 | 501(C)(3) | 105929 | |
| ARRA-UNIVERSITY OF CALIFORNIA | |||||||
| CENTER FOR MEDIA INDEPENDENT LEAR | BERKELEY | CA | 94704 | 946036494 | 501(C)(3) | 23768 | |
| JEN ASSOCIATES INC | |||||||
| 5 BIGELOW STREET | CAMBRIDGE | MA | 02139 | 043185105 | 107447 | ||
| RAINDANCE TECHNOLOGIES | |||||||
| 530 WHITFIELD STREET | GUILFORD | CT | 06437 | 000973166 | 33988 | ||
| UNIVERSITY OF PITTSBURGH | |||||||
| OFFICE OF RESEARCH ACCOUNTING | 3109 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | 21527 |
| GEORGE MASON UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | FAIRFAX | VA | 220304444 | 540836354 | 501(C)(3) | 69774 | |
| IJIS INSTITUTE | |||||||
| 44983 KNOLL SQUARE | ASHBURN | VA | 20147 | 311783179 | 501(C)(3) | 9661 | |
| SIMEONE AND ASSOCIATES INC | |||||||
| 20 LANCASTER STREET | ALBANY | NY | 12210 | 141811626 | 64998 | ||
| INDIANA UNIVERSITY | |||||||
| INSTRUCTIONAL SUPPORT SERVICES | FRANKLIN HALL ROOM 004 | BLOOMINGTON | IN | 474051223 | 356001673 | 501(C)(3) | 201321 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PENN MOCK TRIAL HEADQUARTERS | 4105 PINE STREET APT 1 | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | 82251 |
| BROWN UNIVERSITY | |||||||
| BURSARS OFFICE | PO BOX 1839 | PROVIDENCE | RI | 029121839 | 050258809 | 501(C)(3) | 40827 |
| FRANK W OLIN COLLEGE OF ENGINEERING | |||||||
| OFFICE OF SPONSORED RESEARCH PROGRA | STACY A RISEMAN | NEEDHAM | MA | 02492 | 061519057 | 501(C)(3) | 23002 |
| NORTHWESTERN UNIVERSITY | |||||||
| UNIVERSITY CAREER SERVICES | 620 LINCOLN STREET | EVANSTONE | IL | 60208 | 362167817 | 501(C)(3) | 27023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS - UNDERGRADUATE | 1926 | 45029387 |
| ROOM & BOARD EXPENSE - RESIDENCE COUNCILORS | 72 | 482995 |
| FINANCIAL AID - MASTERS PROGRAM | 875 | 14481817 |
| FINANCIAL AID - DOCTORAL PROGRAM | 532 | 10632789 |
| FINANCIAL AID - CERTIFICATE PROGRAM | 20 | 141220 |
| FINANCIAL AID - SPECIAL PROGRAM | 34 | 163556 |
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 POSTED ON ITS WEBSITE 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) |
|---|---|---|
| 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 | false | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEHUDA REINHARZ | |||||||||||||
| 487352 | 0 | 0 | 0 | 101457 | 0 | 825790 | 0 | 121802 | 0 | 1536401 | 0 | 0 | 0 |
| PETER FRENCH | |||||||||||||
| 389005 | 0 | 0 | 0 | 184527 | 0 | 136710 | 0 | 24381 | 0 | 734623 | 0 | 0 | 0 |
| MARTHA KRAUSS | |||||||||||||
| 258855 | 0 | 0 | 0 | 4892 | 0 | 13272 | 0 | 19885 | 0 | 296904 | 0 | 0 | 0 |
| FRANCES DROLETTE | |||||||||||||
| 225814 | 0 | 0 | 0 | 2769 | 0 | 8539 | 0 | 21558 | 0 | 258680 | 0 | 0 | 0 |
| JOHN HOSE | |||||||||||||
| 180883 | 0 | 0 | 0 | 8163 | 0 | 9376 | 0 | 19377 | 0 | 217799 | 0 | 0 | 0 |
| MAUREEN MURPHY | |||||||||||||
| 157877 | 0 | 0 | 0 | 37014 | 0 | 11394 | 0 | 6799 | 0 | 213084 | 0 | 0 | 0 |
| NANCY WINSHIP | |||||||||||||
| 295464 | 0 | 0 | 0 | 114188 | 0 | 15001 | 0 | 62663 | 0 | 487316 | 0 | 0 | 0 |
| JEAN EDDY | |||||||||||||
| 268216 | 0 | 0 | 0 | 57589 | 0 | 13727 | 0 | 19650 | 0 | 359182 | 0 | 0 | 0 |
| MARK J COLLINS | |||||||||||||
| 185500 | 0 | 0 | 0 | 22355 | 0 | 9275 | 0 | 2009 | 0 | 219139 | 0 | 0 | 0 |
| JUDITH SIZER | |||||||||||||
| 195412 | 0 | 0 | 0 | 1380 | 0 | 7871 | 0 | 7499 | 0 | 212162 | 0 | 0 | 0 |
| LORNA MILES | |||||||||||||
| 187565 | 0 | 0 | 0 | 1782 | 0 | 8357 | 0 | 3911 | 0 | 201615 | 0 | 0 | 0 |
| BRUCE MAGID | |||||||||||||
| 301672 | 0 | 0 | 0 | 6962 | 0 | 15600 | 0 | 23713 | 0 | 347947 | 0 | 0 | 0 |
| IRVING EPSTEIN | |||||||||||||
| 255920 | 0 | 0 | 0 | 1584 | 0 | 13672 | 0 | 2956 | 0 | 274132 | 0 | 0 | 0 |
| STUART ALTMAN | |||||||||||||
| 232350 | 0 | 0 | 0 | 12373 | 0 | 11845 | 0 | 6309 | 0 | 262877 | 0 | 0 | 0 |
| EVE MARDER | |||||||||||||
| 237427 | 0 | 0 | 0 | 1584 | 0 | 12518 | 0 | 13240 | 0 | 264769 | 0 | 0 | 0 |
| JAMES LACKNER | |||||||||||||
| 223117 | 0 | 0 | 0 | 3353 | 0 | 11248 | 0 | 7201 | 0 | 244919 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 2 | THE UNIVERSITY REIMBURSES ITS OFFICERS AND TRUSTEES FOR NORMAL BUSINESS EXPENSES INCURRED IN CONNECTION WITH UNIVERSITY BUSINESS, UPON THE PRESENTATION OF ORIGINAL DOCUMENTATION. COMPENSATION PART I, LINE 1A AND LINE 2 ACCORDING TO THE UNIVERSITY'S POLICY, TRAVEL FOR THE PRESIDENT'S SPOUSE SHALL ONLY BE REIMBURSED WHEN INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. THE UNIVERSITY GROSSES UP WAGES TO COVER THE TAXES ON HOUSEKEEPING, AUTO, LIFE INSURANCE, FINANCIAL PLANNING AND LEGAL EXPENSES FOR THE PRESIDENT. THE UNIVERSITY GROSSES UP WAGES TO COVER THE TAXES ON AUTO EXPENSES FOR TWO SENIOR VICE PRESIDENTS. AS A CONDITION OF EMPLOYMENT, THE COLLEGE REQUIRES THAT THE PRESIDENT LIVES IN A RESIDENCE OWNED BY THE UNIVERSITY. ACCORDING TO THE UNIVERSITY'S WRITTEN POLICY, THE UNIVERSITY WILL NOT REIMBURSE FOR PERSONAL EXPENSES. THE UNIVERSITY MAINTAINS THE PRESIDENTIAL RESIDENCE, INCLUDING A HOUSEKEEPER. THE PERSONAL PORTION OF THE HOUSEKEEPER'S WAGES IS INCLUDED IN THE PRESIDENT'S W-2. ACCORDING TO THE UNIVERSITY'S WRITTEN POLICY, THE UNIVERSITY MAY REIMBURSE THE PRESIDENT AND CERTAIN SENIOR MANAGEMENTS FOR HEALTH/SOCIAL CLUB DUES UP TO $1,000. THE AMOUNT PAID BY THE UNIVERSITY IS INCLUDED IN THE INDIVIDUAL'S W-2. |
| PART I, LINE 4B | REINHARZ, PRESIDENT, PARTICIPATES IN TWO SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS UNDER INTERNAL REVENUE CODE SECTION 457(F). THE FIRST, A DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (DC SERP), WAS FROZEN IN 2002 TO COINCIDE WITH A CHANGE IN THE APPLICABLE TAX LAW. NO CONTRIBUTIONS HAVE BEEN MADE BY BRANDEIS TO THE DC SERP IN THIS REPORTING YEAR. THE SECOND IS A DEFINED BENEFIT SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (DB SERP) DESIGNED TO PROVIDE A PENSION BENEFIT UPON TERMINATION OF SERVICE. THE INCREASE IN THE ACTUARIAL VALUE OF THE DB SERP HAS BEEN REPORTED IN COLUMN C. NO AMOUNTS WERE VESTED OR PAID DURING THE CURRENT REPORTING YEAR UNDER EITHER PLAN. PETER FRENCH, EXECUTIVE VICE PRESIDENT AND COO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F). BENEFITS UNDER THE PLAN HAVE BEEN EARNED INCREMENTALLY ACCORDING TO CONTRACT. NO AMOUNTS HAVE VESTED OR BEEN PAID UNDER THE PLAN DURING THE CURRENT REPORTING YEAR. |
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 |
|---|---|---|---|---|---|---|
| MA DEVELOPMENT FINANCE AGENCY - SERIES K | ||||||
| 043431814 | 57583F2Y6 | 2004-01-08 | 24999279 | FINANCE INFRASTRUCTURE PROJECT | false | false |
| MA DEVELOPMENT FINANCE AGENCY - SERIES N | ||||||
| 043431814 | 57583RZB8 | 2008-08-06 | 48160140 | CONSTRUCTION OF BUILDINGS | false | false |
| MA DEVELOPMENT FINANCE AGENCY - SERIES 0 | ||||||
| 043431814 | 57583RW92 | 2010-03-09 | 188794806 | CONSTRUCTION OF BUILDINGS | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount DefeasedAmountDefeased | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 24999279 | 680732 | 24318547 | 2007 | false | false | true | true | ||
| 48379802 | 559405 | 40000000 | 2009 | false | false | true | true | 2922399 | 4897998 |
| 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 | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 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 |
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 IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ARAMARK | |||
| J. LERMAN - TRUSTEE | 10881558 | CONTRACT FOR DINING SERVICES | false |
| HIGHFIELDS CAPITAL LTD | |||
| J. JACOBSON - TRUSTEE | 7439550 | INVESTMENT MANAGEMENT | false |
| DR SHULAMIT REINHARZ | |||
| SPOUSE OF PRESIDENT | 146922 | EMPLOYEE COMPENSATION | false |
| MARGOT T DAVIS | |||
| SPOUSE OF TRUSTEE J.DAVIS | 69584 | EMPLOYEE COMPENSATION | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20834 | NoncashContribsRptdF990 |
| 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 | 69 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1932736 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH-LOW | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MUSICAL INSTRUMENTS | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR'S APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
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. |
| 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 TO THE UNIVERSITY'S AUDIT FIRM. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN, AS APPROPRIATE. THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE, WITH THE PERSONNEL, COMPENSATION AND ETHICS COMMITTEE (PCEC) REPORTING TO THE AUDIT COMMITTEE CONCERNING MATERIAL CONFLICT OF INTEREST MATTERS, THE PROCESS AND PROCEDURES FOR THE REVIEW AND APPROVAL OF THE COMPENSATION AND PERFORMANCE OF THE OFFICERS AND CERTAIN HIGHLY COMPENSATED EMPLOYEES AND THE ACCURACY OF THEIR COMPENSATION AS REPORTED IN THE FORM 990. UPON RECEIPT OF THE REPORT FROM PCEC CONCERNING COMPENSATION AND CONFLICT OF INTEREST MATTERS, THE AUDIT COMMITTEE WILL COMMENCE WITH A REVIEW OF THE RETURN AND DISCUSSION WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S AUDIT FIRM. ALL QUESTIONS, COMMENTS, CONCERNS AND REVISIONS PUT FORTH BY THE AUDIT COMMITTEE WILL BE INCORPORATED IN THE FORM 990, AS APPROPRIATE. AFTER THE AUDIT COMMITTEE REVIEW, AND PRIOR TO FILING THE COMPLETED FORM 990, A COPY THEREOF IS 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 IS INTENDED TO ESTABLISH A PROCESS WHEREBY POTENTIAL, APPARENT AND ACTUAL CONFLICTS OF INTEREST OF BRANDEIS UNIVERSITY TRUSTEES AND OFFICERS AND OF NON-TRUSTEES SERVING ON BOARD OF TRUSTEES COMMITTEE MAY PROPERLY BE AVOIDED OR MANAGED SO THAT THE BEST INTEREST OF THE UNIVERSITY IS PROTECTED. THE PREMISE OF THE POLICY IS THAT A TRUSTEE, AN OFFICER, AND A NON-TRUSTEE SERVING ON A BOARD OF TRUSTEES COMMITTEE HAS AN OBLIGATION TO ACT IN THE BEST INTEREST OF THE UNIVERSITY AND MUST NOT PERMIT OUTSIDE FINANCIAL OR PERSONAL INTERESTS TO INTERFERE WITH THAT OBLIGATION. OFFICERS, TRUSTEES AND BOARD COMMITTEE MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM UPON FIRST BEING ELECTED TO THE BOARD OF TRUSTEES, APPOINTED TO A BOARD OF TRUSTEES COMMITTEE, OR HIRED BY THE UNIVERSITY, AND THEREAFTER EACH SUCH PERSON UPDATES HIS OR HER DISCLOSURE FORM ON AN ANNUAL BASIS. THE UNIVERSITY USES A DISCLOSURE FORM CONSISTENT WITH THE POLICY AND THE VARIOUS REGULATORY AND AUDITING REQUIREMENTS TO WHICH THE UNIVERSITY IS SUBJECT. THE PERSONNEL, COMPENSATION AND ETHICS COMMITTEE (THE "PCEC"), WITH THE ASSISTANCE OF THE GENERAL COUNSEL, OVERSEES THE COLLECTION AND REVIEW OF THE DISCLOSURE FORM. WHENEVER ANY BUSINESS RELATIONSHIPS, FINANCIAL RELATIONSHIPS, OR SIGNIFICANT FINANCIAL INTERESTS POTENTIALLY INVOLVING THE UNIVERSITY CHANGE MATERIALLY, THE DISCLOSURES DESCRIBED ABOVE ARE TO BE UPDATED AS SOON AS POSSIBLE, IN WRITING. WHENEVER POSSIBLE, A TRUSTEE, OFFICER OR COMMITTEE MEMBER DISCLOSES EXPECTED CHANGES OR NEWLY ANTICIPATED POTENTIAL, APPARENT OR ACTUAL CONFLICTS AT LEAST THIRTY (30) DAYS BEFORE THEY OCCUR. UPON A DISCLOSURE OF A POTENTIAL OR ACTUAL RELATED PARTY TRANSACTION OR OTHER SITUATION PRESENTING A POSSIBLE CONFLICT OF INTEREST, OR UPON THE UNIVERSITY BECOMING AWARE OF A POTENTIAL OR ACTUAL RELATED PARTY TRANSACTION OR OTHER SITUATION INVOLVING A TRUSTEE, OFFICER OR COMMITTEE MEMBER, THE GENERAL COUNSEL OR DESIGNATED OUTSIDE LEGAL COUNSEL REVIEWS THE MATTER AND MAKES A RECOMMENDATION TO THE CHAIR OF THE PCEC AS TO WHETHER THE POTENTIAL OR ACTUAL RELATED PARTY TRANSACTION OR OTHER SITUATION SHOULD BE SUBMITTED TO THE PCEC, PURSUANT TO THE PROCEDURES SET FORTH IN THE POLICY. THE PCEC CHAIR THEN DETERMINES WHETHER TO SUBMIT THE MATTER TO THE PCEC. THIS DETERMINATION IS MADE BASED ON THE FACTS OF THE TRANSACTION OR SITUATION, AS THEY ARE DISCLOSED OR OTHERWISE DETERMINED; THE NATURE, SIGNIFICANCE AND FINANCIAL IMPLICATIONS OF THE POTENTIAL OR ACTUAL CONFLICT; AND THE BEST INTERESTS OF THE UNIVERSITY. ANY MATTER INVOLVING AN INTEREST OF THE PCEC CHAIR IS SUBMITTED TO THE FULL BOARD FOR DETERMINATION. IN ADDITION, A MATTER MAY BE REFERRED TO THE FULL BOARD AT ANY TIME IN THE PROCESS BY THE GENERAL COUNSEL, THE PCEC CHAIR, OR THE PCEC. NO FURTHER ACTION IS TAKEN WITH RESPECT TO THE TRANSACTION OR SITUATION BY THE AFFECTED TRUSTEE, OFFICER OR COMMITTEE MEMBER UNTIL: (A) A DETERMINATION IS MADE BY THE PCEC CHAIR THAT THE TRANSACTION OR SITUATION MAY PROCEED WITHOUT ACTION BY THE PCEC; OR (B) A DETERMINATION IS MADE BY THE PCEC OR THE BOARD OF TRUSTEES, AS THE CASE MAY BE, THAT THE TRANSACTION OR SITUATION MAY PROCEED. THE PCEC CHAIR NOTIFIES THE PCEC AND THE BOARD OF TRUSTEES OF ALL REPORTED DISCLOSURES NO LATER THAN THE NEXT-OCCURRING PCEC AND BOARD OF TRUSTEES MEETING. THE PCEC MAINTAINS A RECORD OF THE COMMITTEE'S MEETING ACTIONS AND REPORTS REGULARLY TO THE BOARD OF TRUSTEES. CERTAIN SENIOR OFFICERS AND FINANCIAL EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM UNDER THE CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND COMMITTEE MEMBERS. 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 AND RETURNED TO THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER FOR REVIEW. |
| COMPENSATION POLICY | FORM 990, PART VI, SECTION B, LINE 15B | THE UNIVERSITY'S SALARY ADMINISTRATION 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 FEDERAL AND STATE REGULATIONS. 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 DOES, AT ITS DISCRETION, UTILIZE EXTERNAL COUNSEL 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 INTERMEDIATE SANCTIONS RULES OF THE INTERNAL REVENUE SERVICE. |
| 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. |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | SCHEDULE L, PART IV | THE UNIVERSITY ENGAGES IN ACTIVITIES, IN THE NORMAL OF BUSINESS, WITH ORGANIZATIONS WHOSE OFFICERS, DIRECTORS OR TRUSTEES MAY BE OFFICERS OR TRUSTEES OF THE UNIVERSITY. THE UNIVERSITY HAS A CONTRACT FOR DINING SERVICES WITH ARAMARK CORPORATION FOR WHICH THE SPOUSE OF THE TRUSTEE JEANETTE LERMAN IS A PRINCIPAL OWNER. THIS CONTRACT RESULTED FROM A COMPETITIVE BID PROCESS AND THE NORMAL PROCUREMENT PROCESS. IN FISCAL YEAR 2010, THE UNIVERSITY PAID ARAMARK $10,881,558 FOR DINING SERVICES. THE UNIVERSITY HAS INVESTED IN HIGHFIELDS CAPITAL LTD. INVESTMENT FUND FOR 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 MR. JACOBSON BECOMING A TRUSTEE. THE BOOK VALUE OF THE TRANSACTION AT JUNE 30, 2010 IS $7,439,550. NO MONIES WERE INVESTED DURING THE YEAR ENDED JUNE 30, 2010. DR. SHULAMIT REINHARZ, SPOUSE OF THE UNIVERSITY'S PRESIDENT, 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 $146,922. MARGOT T. DAVIS, SPOUSE OF THE UNIVERSITY'S TRUSTEE, IS EMPLOYED BY THE UNIVERSITY AS A PART-TIME SENIOR RESEARCH ASSOCIATE. MRS. DAVIS RECEIVED EMPLOYEE COMPENSATION OF $69,584. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WK CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046732868 | CHARITABLE TRUST | NY | NA | TRUST | 3240 | 101764 | 0.79500 |
| JGG CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046742718 | CHARITABLE TRUST | CA | NA | TRUST | 37956 | 485403 | 0.63300 |
| ADS CHARITABLE REMAINDER UNITRUST I | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046871277 | CHARITABLE TRUST | MA | NA | TRUST | 5600 | 181505 | 0.70100 |
| JC CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 043443518 | CHARITABLE TRUST | CA | NA | TRUST | 35611 | 818322 | 0.59900 |
| LDI CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046882857 | CHARITABLE TRUST | MA | NA | TRUST | 9702 | 588992 | 0.56300 |
| NWF CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 043503796 | CHARITABLE TRUST | MA | NA | TRUST | 1644 | 52872 | 0.52200 |
| LR CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 946289418 | CHARITABLE TRUST | CA | NA | TRUST | 30168 | 849891 | 0.83000 |
| BE CHARITABLE REMAINDER UNITRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 546692430 | CHARITABLE TRUST | MA | NA | TRUST | 3110 | 100547 | 0.58000 |
| RRD 2006 CRUT | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 776258765 | CHARITABLE TRUST | CA | NA | TRUST | 17181 | 494102 | 0.71000 |
| GR & RLR CRAT | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 043260053 | CHARITABLE TRUST | CT | NA | TRUST | 8076 | 140473 | 0.71100 |
| MI& HBI CRAT | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046822011 | CHARITABLE TRUST | CA | NA | TRUST | 11865 | 178695 | 0.77500 |
| JMS & MS CRAT | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 726222032 | CHARITABLE TRUST | CA | NA | TRUST | 23487 | 767380 | 0.61000 |
| PGR CRAT | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 816120771 | CHARITABLE TRUST | MA | NA | TRUST | 77928 | 2556768 | 0.67100 |
| SA CHARITABLE LEAD ANNUITY TRUST | |||||||||||
| BRANDEIS UNIVERSITY 415 SOUTH ST M | WALTHAM | MA | 024549110 | 046871276 | CHARITABLE TRUST | MD | NA | TRUST | 134 | 3238 | 1.00000 |
| 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 |
Comments