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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T09:19:06-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103552EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BRANDEIS UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRANNameControl
Phone7817362000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9110AddressLine1
CityWALTHAMCity
StateMAState
ZIP Code024549110ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFRANCES A DROLETTEName
TitleSENIOR VPTitle
Phone7817362000Phone
Date Signed2011-05-12DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonFRANCES A DROLETTENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1415 SOUTH STREETAddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02454ZIPCode
FieldValueIRS element (for citing)
Gross Receipts404223637GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.BRANDEIS.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1947YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionBRANDEIS 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 Body46NbrVotingMembersGoverningBody
Nbr Independent Voting Members42NbrIndependentVotingMembers
Total Nbr Employees4974TotalNbrEmployees
Total Nbr Volunteers1744TotalNbrVolunteers
Total Gross UBI300181TotalGrossUBI
Net Unrelated Business Txbl Income-360924NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year39160525ContributionsGrantsPriorYear
Contributions Grants Current Year35752014ContributionsGrantsCurrentYear
Program Service Revenue Prior Year252441719ProgramServiceRevenuePriorYear
Program Service Revenue CY272263900ProgramServiceRevenueCY
Investment Income Prior Year-3953003InvestmentIncomePriorYear
Investment Income Current Year12393135InvestmentIncomeCurrentYear
Other Revenue Prior Year2223895OtherRevenuePriorYear
Other Revenue Current Year2877481OtherRevenueCurrentYear
Total Revenue Prior Year289873136TotalRevenuePriorYear
Total Revenue Current Year323286530TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year68411265GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY73949525GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year151921833SalariesEtcPriorYear
Salaries Etc Current Year145634734SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year10299284TotalFundrsngExpCurrentYear
Other Expense Prior Year118270810OtherExpensePriorYear
Other Expenses Current Year127791834OtherExpensesCurrentYear
Total Expenses Prior Year338603908TotalExpensesPriorYear
Total Expenses Current Year347376093TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-48730772RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-24089563RevenuesLessExpensesCY
Total Assets BOY1155725455TotalAssetsBOY
Total Assets EOY1166362956TotalAssetsEOY
Total Liabilities BOY383924281TotalLiabilitiesBOY
Total Liabilities EOY349882054TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY771801174NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY816480902NetAssetsOrFundBalancesEOY
Mission DescriptionBRANDEIS 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense221411921Expense
Grants72009410Grants
Revenue184063100Revenue
DescriptionINSTRUCTIONAL 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

FieldValueIRS element (for citing)
Expense48832960Expense
Grants1940115Grants
Revenue59918868Revenue
DescriptionSPONSORED 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

FieldValueIRS element (for citing)
Expense35502203Expense
Grants0Grants
Revenue28281932Revenue
DescriptionAUXILIARY ENTERPRISES: THE UNIVERSITY RESIDENCE HALLS AND DINING SERVICES FOR GRADUATE AND UNDERGRADUATE STUDENTS.Description
FieldValueIRS element (for citing)
Total Program Service Expense305747084TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10967158NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4974NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryISNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Nbr Voting Governing Body Members46NbrVotingGoverningBodyMembers
Number Independent Voting Members42NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonFRANCES A DROLETTESVPCFONamePerson
Telephone Number7817362000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1415 SOUTH STREETAddressLine1
CityWALTHAMCity
StateMAState
ZIP Code024549110ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (62 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
MALCOLM L SHERMAN
TRUSTEE - CHAIR1.0X000
JACK M CONNORS JR
TRUSTEE - VICE CHAIR1.0X000
JONATHON S JACOBSON
TRUSTEE - VICE CHAIR1.0X000
PERRY TRAQUINA
TRUSTEE - SECRETARY1.0X000
RHONDA ZINNER
TRUSTEE - TREASURER1.0X000
HENRY ABOODI
TRUSTEE1.0X000
ALLEN B ALTER
TRUSTEE1.0X000
LEONARD J ASPER
TRUSTEE1.0X000
ALEX BARKAS
TRUSTEE1.0X000
CHARLES BRONFMAN
TRUSTEE1.0X000
D RONALD DANIEL
TRUSTEE1.0X000
JONATHAN G DAVIS
TRUSTEE1.0X000
DONALD G DRAPKIN
TRUSTEE1.0X000
DANIEL J ELKAIM
TRUSTEE1.0X000
THOMAS L FRIEDMAN
TRUSTEE1.0X000
SUSAN R GELMAN
TRUSTEE1.0X000
THOMAS P GLYNN PHD
TRUSTEE1.0X000
VARTAN GREGORIAN
TRUSTEE1.0X000
MARTIN J GROSS
TRUSTEE1.0X000
DANIEL J JICK
TRUSTEE1.0X000
KENNETH S KAISERMAN
TRUSTEE1.0X000
ELLEN LASHER KAPLAN
TRUSTEE1.0X000
STEPHEN B KAY
TRUSTEE1.0X000
GERSHON KEKST
TRUSTEE1.0X000
CAROL KERN
TRUSTEE1.0X000
DOLORES KOHL
TRUSTEE1.0X000
MEYER KOPLOW
TRUSTEE1.0X000
MYRA H KRAFT
TRUSTEE1.0X000
JEANETTE LERMAN
TRUSTEE1.0X000
STUART LEWTAN
TRUSTEE1.0X000
BARBARA A MANDEL
TRUSTEE1.0X000
WALTER S MOSSBERG
TRUSTEE1.0X000
LOUIS PERLMUTTER
TRUSTEE1.0X000
LEONARD POTTER
TRUSTEE1.0X000
RONALD A RATNER
TRUSTEE1.0X000
STEPHEN R REINER
TRUSTEE1.0X000
ROBERT S RIFKIND
TRUSTEE1.0X000
E JOHN ROSENWALD JR
TRUSTEE1.0X000
CAROL R SAIVETZ
TRUSTEE1.0X000
LYNN SCHUSTERMAN
TRUSTEE1.0X000
ROBERT SHAPIRO
TRUSTEE1.0X000
MICHAEL H STEINHARDT
TRUSTEE1.0X000
LINDA WHITLOCK
TRUSTEE1.0X000
BARTON J WINOKUR
TRUSTEE1.0X000
PAUL M ZLOTOFF
TRUSTEE1.0X000
JEHUDA REINHARZ
PRESIDENT35.0X5888090946842X
PETER FRENCH
EXECUTIVE VP & COO35.05735320160340X
MARTHA KRAUSS
PROVOST & SENIOR VP35.0263747032493X
FRANCES DROLETTE
SENIOR VP OF FINANCE & CFO35.0228583029517X
JOHN HOSE
ASS. SECRETATY OF THE CORP35.0189046028284X
MAUREEN MURPHY
VP OF FIN. AFFAIRS & TREASURER35.0194891014314X
JEFFREY C APFEL
EXECUTIVE VP & COO35.013549204212X
NANCY WINSHIP
SENIOR VP35.0409652076914X
JEAN EDDY
SENIOR VP35.0325805032690X
MARK J COLLINS
SENIOR VP, ADMINISTRATION35.0207855010820X
JUDITH SIZER
SENIOR VP & GENERAL COUNSEL35.0196792014878X
BRUCE MAGID
DEAN OF IBS35.0308634038563X
IRVING EPSTEIN
FACULTY35.0257504016158X
STUART ALTMAN
FACULTY35.0244723017562X
EVE MARDER
FACULTY35.0239011025274X
JAMES LACKNER
FACULTY35.0226470018026X
LORNA MILES
FORMER VP OF COMMUNICATIONS35.0189347012051X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4779893TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1478938TotalOtherCompensation
Number Individuals GT100 K241NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
KALLMAN MCKINNELL WOOD ARCHITECTS
181 NEWBURY STREETBOSTONMA02116ARCHITECT1058125
EBSCO SUBSRCIPTION SERVICES
SUITE 2 30 PARK ROADTINTON FALLSNJ07724LIBRARY SERVICES1003726
PAYETTE ASSOCIATES INC
285 SUMMER STREETBOSTONMA02210DESIGN654643
ELSEVIER SCIENCE
PO BOX 0848CAROL STREAMIL601320848LIBRARY SERVICES582522
RASKY BAERLEIN STRATEGIC COMMUNICAT
70 FRANKLIN STREET 3RD FLOORBOSTONMA02110COMM./EXEC SERVICES412543
FieldValueIRS element (for citing)
Number Of Contractors GT100 K16NumberOfContractorsGT100K
Membership Dues457955MembershipDues
Fundraising Events329839FundraisingEvents
Government Grants500274GovernmentGrants
All Other Contributions34463946AllOtherContributions
Noncash Contributions1992070NoncashContributions
Total Contributions35752014TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
TUITION & FEES611710179761113179761113
AUXILIARIES7210002828193227964725204955$112,252
SPONSORED PROGRAMS6117105991886859918868
FOSTER BIO LAB621500719833314347405486
RENT-UNIVERSITY PARK721000673317673317

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2908837TotalRevenueColumn
Related Or Exempt Function Income2908837RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue272263900TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4444520TotalRevenueColumn
Unrelated Business Revenue-983577UnrelatedBusinessRevenue
Exclusion$5,428,097ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1352811TotalRevenueColumn
Exclusion$1,352,811ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1172071Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real1172071Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1172071TotalRevenueColumn
Exclusion$1,172,071ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities81139870Securities
Other7411459Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities70344516Securities
Other10258198Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities10795354Securities
Other-2846739Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7948615TotalRevenueColumn
Exclusion$7,948,615ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events334393GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events329839CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses334393FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Exclusion$0ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Business Code611710BusinessCode
Total Revenue Column352599TotalRevenueColumn
Related Or Exempt Function Income352599RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue352599TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column323286530TotalRevenueColumn
Related Or Exempt Function Income271220489RelatedOrExemptFunctionIncome
Unrelated Business Revenue300181UnrelatedBusinessRevenue
Exclusion$16,013,846ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1940115Total
Program Services1940115ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total70931764Total
Program Services70931764ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1077646Total
Program Services1077646ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4866218Total
Program Services358495ProgramServices
Management And General4021155ManagementAndGeneral
Fundraising486568Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total118107369Total
Program Services103545459ProgramServices
Management And General9186912ManagementAndGeneral
Fundraising5374998Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1782127Total
Program Services1671440ProgramServices
Management And General100509ManagementAndGeneral
Fundraising10178Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12730211Total
Program Services10988943ProgramServices
Management And General974977ManagementAndGeneral
Fundraising766291Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8148809Total
Program Services7403208ProgramServices
Management And General343181ManagementAndGeneral
Fundraising402420Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total524308Total
Program Services259390ProgramServices
Management And General264918ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total240900Total
Management And General240900ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total100865Total
Program Services100865ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total918000Total
Management And General918000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4124786Total
Program Services2448508ProgramServices
Management And General1670660ManagementAndGeneral
Fundraising5618Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total681037Total
Program Services668311ProgramServices
Management And General10881ManagementAndGeneral
Fundraising1845Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total11711208Total
Program Services9972722ProgramServices
Management And General1148791ManagementAndGeneral
Fundraising589695Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3856196Total
Program Services3822475ProgramServices
Management And General33053ManagementAndGeneral
Fundraising668Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total21996890Total
Program Services20896862ProgramServices
Management And General1076641ManagementAndGeneral
Fundraising23387Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4864320Total
Program Services4405016ProgramServices
Management And General189281ManagementAndGeneral
Fundraising270023Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2126529Total
Program Services335654ProgramServices
Management And General761617ManagementAndGeneral
Fundraising1029258Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total12264597Total
Program Services11312941ProgramServices
Management And General951656ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total21865770Total
Program Services20258835ProgramServices
Management And General1606935ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1240402Total
Management And General1240402ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
DINING SERVICES1084030896203761219932
STUDY ABROAD27882092788209
STIPENDS AND FELLOWSHIPS1330975613309756
LIBRARY3381626336418287198725
DUES15452448553676817108167

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total9410883Total
Program Services3410545ProgramServices
Management And General4678895ManagementAndGeneral
Fundraising1321443Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total347376093Total
Program Services305747084ProgramServices
Management And General31329725ManagementAndGeneral
Fundraising10299284Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY90779200BOY
EOY50504002EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY94108408BOY
EOY70409522EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4526484BOY
EOY4065650EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY13916555BOY
EOY13874566EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY563703BOY
EOY582521EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY5848811BOY
EOY5463729EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis594337210LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec235886684LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY343639636BOY
EOY358450526EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY588115971BOY
EOY650822619EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY14226687BOY
EOY12189821EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1155725455BOY
EOY1166362956EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY46879744BOY
EOY42684905EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY6201823BOY
EOY6180304EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY15428826BOY
EOY15816694EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY244372193BOY
EOY266971046EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY8578162BOY
EOY6287264EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY50000000BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY12463533BOY
EOY11941841EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY383924281BOY
EOY349882054EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY97640527BOY
EOY141657554EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY183898981BOY
EOY171405546EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY490261666BOY
EOY503417802EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY771801174BOY
EOY816480902EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1155725455BOY
EOY1166362956EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MemberstrueMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$100,865DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB100865TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITYIdentifier
Return ReferencePART II-B, LINE 1GReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Number DA Fs Held17NumberDAFsHeld
Donor Advised Contributions4250000DonorAdvisedContributions
Grants Paid From Donor Funds5282292GrantsPaidFromDonorFunds
Aggregate DAF Value1282015AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X0AssetsInPartX

Held Works Of Art Amts HeldWorksOfArtAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X0AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance558516000BeginningOfYearBalance
Contributions16165000Contributions
Investment Earnings Or Losses77440000InvestmentEarningsOrLosses
Grants Or Scholarships10753000GrantsOrScholarships
Other Expenditures21471000OtherExpenditures
End Of Year Balance619897000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance712132000BeginningOfYearBalance
Contributions14189000Contributions
Investment Earnings Or Losses-126913000InvestmentEarningsOrLosses
Grants Or Scholarships9694000GrantsOrScholarships
Other Expenditures31198000OtherExpenditures
End Of Year Balance558516000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.13000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.84100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.02900TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis39305763OtherCostOrOtherBasis
Book Value39305763BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis491397304OtherCostOrOtherBasis
Depreciation191623375Depreciation
Book Value299773929BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1613964OtherCostOrOtherBasis
Depreciation1017813Depreciation
Book Value596151BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis62020178OtherCostOrOtherBasis
Depreciation43245496Depreciation
Book Value18774682BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings358450525TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionESTIMATED LIABILITY TO ANNUITANTSDescription
Amount$11,941,841Amount
FieldValueIRS element (for citing)
Total Of Amounts11941841TotalOfAmounts
Total Revenue323286530TotalRevenue
Total Expenses347376093TotalExpenses
Excess Or Deficit For Year-24089563ExcessOrDeficitForYear
Net Unrealized GL On Investments69208998NetUnrealizedGLOnInvestments
Other-$439,706OtherAmount
Total Adjustments68769292TotalAdjustments
Excess Or Deficit Per FS44679729ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt300852874TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments69208998NetUnrealizedGainsInvestments
Other Revenues-94489393OtherRevenues
Revenue Not Rptd F990-25280395RevenueNotRptdF990
Revenue Subtotal326133269RevenueSubtotal
Other Revenues Not Included-2846739OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-2846739RevenueNotRptdOnFinStmt
Total Revenue Per Form990323286530TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt256173145TotExpensesEtcAuditedFinclStmt
Losses Reported-712525LossesReported
Other Expenses Included-18481013OtherExpensesIncluded
Expenses Not Rptd F990-19193538ExpensesNotRptdF990
Expenses Subtotal275366683ExpensesSubtotal
Other Expenses Not Included72009410OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt72009410ExpensesNotRptdOnFinStmt
Total Expenses Per Form990347376093TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
COLLECTIONS OF ARTPART 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 FUNDSPART V, LINE 4BRANDEIS 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 BALANCESPART XI, LINE 8CHANGE 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 RETURNPART XII, LINE 2DCHANGE 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 RETURNPART XII, LINE 4BLOSS ON DISPOSALS/RETIREMENT OF PROPERTY, PLANT & EQUIPMENT (2,846,739) TOTAL: (2,846,739)
OTHER EXPENSE ON BOOKS BUT NOT ON RETURNPART XIII, LINE 2CLOSS ON CHANGE IN VALUE OF SWAP (712,525) TOTAL: (712,525)
OTHER EXPENSE ON BOOKS BUT NOT ON RETURNPART XIII, LINE 2DLOSS 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 RETURNPART XIII, LINE 4BTUITION DISCOUNT 72,009,410 TOTAL: 72,009,410

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnONE 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 RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE 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 Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Europe (Including Iceland and Greenland)Program ServicesCERN1000
Middle East and North AfricaProgram ServicesSTUDY ABROAD195965
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD1529871
East Asia and the PacificProgram ServicesSTUDY ABROAD580250
Central America and the CaribbeanProgram ServicesSTUDY ABROAD31770
North AmericaProgram ServicesSTUDY ABROAD7955
South AmericaProgram ServicesSTUDY ABROAD149444
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD14700
South AsiaProgram ServicesSTUDY ABROAD66800
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD169720
Europe (Including Iceland and Greenland)Investments
Central America and the CaribbeanInvestments
FieldValueIRS element (for citing)
Total Amount Spent2747475TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIP AND FINANCIAL AIDCent. America/Caribbean28363SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDEast Asia/Pacific24266665SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDEurope/Iceland/Greenland55553631SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDMiddle East/North Africa973007SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDRussia113500SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDSouth America537605SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDSouth Asia335690SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDSub-Saharan Africa1088935SEE PART IV
SCHOLARSHIP AND FINANCIAL AIDNorth America1250SEE PART IV

Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S PROCEDURE FOR MONITORING USE OF GRANT FUNDSPART I, LINE 2THE 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 DISBURSEMENTPART 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

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event1153620GrossReceiptsEvent1
Charitable Contributions Event1102010CharitableContributionsEvent1
Gross Revenue Event151610GrossRevenueEvent1
Non Cash Prizes Event16520NonCashPrizesEvent1
Rent Facility Costs Event143590RentFacilityCostsEvent1
Other Direct Expenses Event11500OtherDirectExpensesEvent1
Name Of Event2LUNCHEONNameOfEvent2
Gross Receipts Event248640GrossReceiptsEvent2
Charitable Contributions Event240000CharitableContributionsEvent2
Gross Revenue Event28640GrossRevenueEvent2
Food And Beverage Event28640FoodAndBeverageEvent2
Total Number Of Other Events23TotalNumberOfOtherEvents
Gross Receipts Other Events461972GrossReceiptsOtherEvents
Charitable Contrib Other Events187829CharitableContribOtherEvents
Gross Revenue Other Events274143GrossRevenueOtherEvents
Rent Facility Costs Other Events78148RentFacilityCostsOtherEvents
Food And Beverage Other Events156796FoodAndBeverageOtherEvents
Other Direct Expenses Other Events39199OtherDirectExpensesOtherEvents
Gross Receipts Total664232GrossReceiptsTotal
Charitable Contributions Total329839CharitableContributionsTotal
Gross Revenue Total Events334393GrossRevenueTotalEvents
Non Cash Prizes Total Events6520NonCashPrizesTotalEvents
Rent Facility Costs Total Events121738RentFacilityCostsTotalEvents
Food And Beverage Total Events165436FoodAndBeverageTotalEvents
Other Direct Expenses Total Events40699OtherDirectExpensesTotalEvents
Direct Expense Summary Events334393DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (28 entries)

Address Line1AddressUS/AddressLine1Address Line2AddressUS/AddressLine2CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrant
BOSTON UNIVERSITY
CENTER FOR PROFESSIONAL EDUCATION72 TYNG ROADTYNGSBOROMA01879042103547501(C)(3)89390
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10FOAKLANDCA946074046999999999501(C)(3)50208
REGENTS OF THE UNIVERSITY OF CALIFORNIA
10920 WILSHIRE BOULEVARDSUITE 107LOS ANGELESCA900246503956006143501(C)(3)77214
BRIGHAM & WOMENS HOSPITAL
PO BOX 3714BOSTONMA02241042312909501(C)(3)43117
EMORY UNIVERSITY
OFC OF GRANTS CONTRACTS ACTG4TH FLOOR MA 1599-001-1BHATLANTAGA30322580566256501(C)(3)18458
FLORIDA STATE UNIVERSITY
SPONSORED RESEARCH ACCOUNTING SVCS874 TRADITIONS WAYTALLAHASSEEFL323064166591961248501(C)(3)63474
UGA RESEARCH FOUNDATION INC
CONTRACTS GRANTS DIVISION475 N LUMPKIN STREETATHENSGA306025333581353149501(C)(3)179746
STANFORD UNIVERSITY
STANFORD-CA STATE LIBRARYCECIL H GREEN LIBRARYSTANFORDCA943056004941156365501(C)(3)30120
DUKE UNIVERSITY
BURSARS OFFICEPO BOX 651032CHARLOTTENC282651032560532129501(C)(3)138258
HARVARD UNIVERSITY
SPONSORED BILLING OFFICEHOLYOKE CTR RM 600CAMBRIDGEMA02138042103580501(C)(3)90424
MHN SERVICES
PO BOX 60000FILE 72981SAN FRANSISCOCA9416095414617920908
UNIVERSITY OF MASSACHUSETTS
PESTICIDE EDUCATIONAGRICULTURAL ENG BUILDINGAMHERSTMA010030210043167352501(C)(3)212017
HUMAN SERVICES RESEARCH INSTITUTE
2336 MASSACHUSETTS AVENUEBOSTONMA02140521039368501(C)(3)14280
HARVARD PILGRIM HEALTH CARE
PO BOX 970050BOSTONMA022970050042452600501(C)(3)54049
THE REGENTS OF THE UNIVERSITY OF MICHIGAN
3089 WOLVERINE TOWER3003 S STATE STREETANN ARBORMI48109386006309501(C)(3)46904
THE SCHEPENS EYE RESEARCH INSTITUTE
20 STAINFORD STREETBOSTONMA02114042129889501(C)(3)105929
ARRA-UNIVERSITY OF CALIFORNIA
CENTER FOR MEDIA INDEPENDENT LEARBERKELEYCA94704946036494501(C)(3)23768
JEN ASSOCIATES INC
5 BIGELOW STREETCAMBRIDGEMA02139043185105107447
RAINDANCE TECHNOLOGIES
530 WHITFIELD STREETGUILFORDCT0643700097316633988
UNIVERSITY OF PITTSBURGH
OFFICE OF RESEARCH ACCOUNTING3109 CATHEDRAL OF LEARNINGPITTSBURGHPA15260250965591501(C)(3)21527
GEORGE MASON UNIVERSITY
OFFICE OF STUDENT FINANCIAL AIDFAIRFAXVA220304444540836354501(C)(3)69774
IJIS INSTITUTE
44983 KNOLL SQUAREASHBURNVA20147311783179501(C)(3)9661
SIMEONE AND ASSOCIATES INC
20 LANCASTER STREETALBANYNY1221014181162664998
INDIANA UNIVERSITY
INSTRUCTIONAL SUPPORT SERVICESFRANKLIN HALL ROOM 004BLOOMINGTONIN474051223356001673501(C)(3)201321
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PENN MOCK TRIAL HEADQUARTERS4105 PINE STREET APT 1PHILADELPHIAPA19104231352685501(C)(3)82251
BROWN UNIVERSITY
BURSARS OFFICEPO BOX 1839PROVIDENCERI029121839050258809501(C)(3)40827
FRANK W OLIN COLLEGE OF ENGINEERING
OFFICE OF SPONSORED RESEARCH PROGRASTACY A RISEMANNEEDHAMMA02492061519057501(C)(3)23002
NORTHWESTERN UNIVERSITY
UNIVERSITY CAREER SERVICES620 LINCOLN STREETEVANSTONEIL60208362167817501(C)(3)27023
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants24TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS - UNDERGRADUATE192645029387
ROOM & BOARD EXPENSE - RESIDENCE COUNCILORS72482995
FINANCIAL AID - MASTERS PROGRAM87514481817
FINANCIAL AID - DOCTORAL PROGRAM53210632789
FINANCIAL AID - CERTIFICATE PROGRAM20141220
FINANCIAL AID - SPECIAL PROGRAM34163556

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierORGANIZATION'S PROCEDURE FOR MONITORING USE OF GRANT FUNDSIdentifier
Return ReferencePART I, LINE 2ReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JEHUDA REINHARZ
4873520001014570825790012180201536401000
PETER FRENCH
38900500018452701367100243810734623000
MARTHA KRAUSS
25885500048920132720198850296904000
FRANCES DROLETTE
2258140002769085390215580258680000
JOHN HOSE
1808830008163093760193770217799000
MAUREEN MURPHY
15787700037014011394067990213084000
NANCY WINSHIP
2954640001141880150010626630487316000
JEAN EDDY
268216000575890137270196500359182000
MARK J COLLINS
1855000002235509275020090219139000
JUDITH SIZER
195412000138007871074990212162000
LORNA MILES
187565000178208357039110201615000
BRUCE MAGID
30167200069620156000237130347947000
IRVING EPSTEIN
2559200001584013672029560274132000
STUART ALTMAN
23235000012373011845063090262877000
EVE MARDER
23742700015840125180132400264769000
JAMES LACKNER
2231170003353011248072010244919000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierExplanationExplanation
PART I, LINE 2THE 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 4BREINHARZ, 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 EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
MA DEVELOPMENT FINANCE AGENCY - SERIES K
04343181457583F2Y62004-01-0824999279FINANCE INFRASTRUCTURE PROJECTfalsefalse
MA DEVELOPMENT FINANCE AGENCY - SERIES N
04343181457583RZB82008-08-0648160140CONSTRUCTION OF BUILDINGSfalsefalse
MA DEVELOPMENT FINANCE AGENCY - SERIES 0
04343181457583RW922010-03-09188794806CONSTRUCTION OF BUILDINGSfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount DefeasedAmountDefeasedWorking Capital ExpendituresWorkingCapitalExpenditures
24999279680732243185472007falsefalsetruetrue
48379802559405400000002009falsefalsetruetrue29223994897998
18879480615017061807931002010truefalsetruetrue6500000

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsefalse0.000000.000000.00000true
falsefalsefalsefalsefalse0.000000.000000.00000true
falsefalsefalsefalsefalse0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsefalsefalsefalsefalse
falsefalsefalsefalsefalse
falsefalsefalsefalsefalse

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
ARAMARK
J. LERMAN - TRUSTEE10881558CONTRACT FOR DINING SERVICESfalse
HIGHFIELDS CAPITAL LTD
J. JACOBSON - TRUSTEE7439550INVESTMENT MANAGEMENTfalse
DR SHULAMIT REINHARZ
SPOUSE OF PRESIDENT146922EMPLOYEE COMPENSATIONfalse
MARGOT T DAVIS
SPOUSE OF TRUSTEE J.DAVIS69584EMPLOYEE COMPENSATIONfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99020834NoncashContribsRptdF990
Method Of Determining RevenuesDONOR'S APPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions69NumberOfContributions
Noncash Contribs Rptd F9901932736NoncashContribsRptdF990
Method Of Determining RevenuesAVERAGE OF HIGH-LOWMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionMUSICAL INSTRUMENTSDescription
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99038500NoncashContribsRptdF990
Method Of Determining RevenuesDONOR'S APPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received2NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONFORM 990, PART I, LINE 1BRANDEIS 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 PROCESSFORM 990, PART VI, SECTION B, LINE 11ASENIOR 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 POLICYFORM 990, PART VI, SECTION B, LINE 12CTHE 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 POLICYFORM 990, PART VI, SECTION B, LINE 15BTHE 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 DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19THE 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 PERSONSSCHEDULE L, PART IVTHE 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
WK CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046732868CHARITABLE TRUSTNYNATRUST32401017640.79500
JGG CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046742718CHARITABLE TRUSTCANATRUST379564854030.63300
ADS CHARITABLE REMAINDER UNITRUST I
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046871277CHARITABLE TRUSTMANATRUST56001815050.70100
JC CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110043443518CHARITABLE TRUSTCANATRUST356118183220.59900
LDI CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046882857CHARITABLE TRUSTMANATRUST97025889920.56300
NWF CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110043503796CHARITABLE TRUSTMANATRUST1644528720.52200
LR CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110946289418CHARITABLE TRUSTCANATRUST301688498910.83000
BE CHARITABLE REMAINDER UNITRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110546692430CHARITABLE TRUSTMANATRUST31101005470.58000
RRD 2006 CRUT
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110776258765CHARITABLE TRUSTCANATRUST171814941020.71000
GR & RLR CRAT
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110043260053CHARITABLE TRUSTCTNATRUST80761404730.71100
MI& HBI CRAT
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046822011CHARITABLE TRUSTCANATRUST118651786950.77500
JMS & MS CRAT
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110726222032CHARITABLE TRUSTCANATRUST234877673800.61000
PGR CRAT
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110816120771CHARITABLE TRUSTMANATRUST7792825567680.67100
SA CHARITABLE LEAD ANNUITY TRUST
BRANDEIS UNIVERSITY 415 SOUTH ST MWALTHAMMA024549110046871276CHARITABLE TRUSTMDNATRUST13432381.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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