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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. 48832960 1940115 59918868 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. 35502203 0 28281932 AUXILIARY ENTERPRISES: THE UNIVERSITY RESIDENCE HALLS AND DINING SERVICES FOR GRADUATE AND UNDERGRADUATE STUDENTS. 305747084 true true false true true false true false true true true false true false true false true false true false false true true true true false false false false false false false true true true true true false false false true false false false true 7158 0 true 4974 true true true true IS false false false true true false false false false false false 46 42 false false false false false false false true true false true true true true true true true true true true false CA FL MA X X FRANCES A DROLETTESVPCFO 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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 16 457955 329839 500274 34463946 1992070 35752014 TUITION & FEES 611710 179761113 179761113 AUXILIARIES 721000 28281932 27964725 204955 112252 SPONSORED PROGRAMS 611710 59918868 59918868 FOSTER BIO LAB 621500 719833 314347 405486 RENT-UNIVERSITY PARK 721000 673317 673317 2908837 2908837 272263900 4444520 -983577 5428097 0 1352811 1352811 1172071 1172071 1172071 1172071 81139870 7411459 70344516 10258198 10795354 -2846739 7948615 7948615 334393 329839 334393 0 0 0 0 MISCELLANEOUS INCOME 611710 352599 352599 352599 323286530 271220489 300181 16013846 1940115 1940115 70931764 70931764 1077646 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15428826 15816694 244372193 266971046 8578162 6287264 50000000 0 12463533 11941841 383924281 349882054 X 97640527 141657554 183898981 171405546 490261666 503417802 771801174 816480902 1155725455 1166362956 X false true true X true true X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true false false true 100865 false false 100865 false LOBBYING ACTIVITY PART II-B, LINE 1G 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. 17 4250000 5282292 1282015 true true 0 0 0 0 X X X X false 558516000 16165000 77440000 10753000 21471000 619897000 712132000 14189000 -126913000 9694000 31198000 558516000 0.13000 0.84100 0.02900 false false 39305763 39305763 491397304 191623375 299773929 1613964 1017813 596151 62020178 43245496 18774682 358450525 0 ESTIMATED LIABILITY TO ANNUITANTS 11941841 11941841 323286530 347376093 -24089563 69208998 -439706 68769292 44679729 300852874 69208998 -94489393 -25280395 326133269 -2846739 -2846739 323286530 256173145 -712525 -18481013 -19193538 275366683 72009410 72009410 347376093 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 true true true 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. true true true true false false false false false false false false true false 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. true true 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 2747475 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 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. GOLF TOURNAMENT 153620 102010 51610 6520 43590 1500 LUNCHEON 48640 40000 8640 8640 23 461972 187829 274143 78148 156796 39199 664232 329839 334393 6520 121738 165436 40699 334393 true 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 24 4 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 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. X X X X X true true X X X X X X false true false false false false false false false 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 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. 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 24999279 680732 24318547 2007 false false true true 48379802 2922399 559405 4897998 40000000 2009 false false true true 188794806 1501706 6500000 180793100 2010 true false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false false false false false false false false false false false 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 X 1 20834 DONOR'S APPRAISAL X 69 1932736 AVERAGE OF HIGH-LOW X MUSICAL INSTRUMENTS 2 38500 DONOR'S APPRAISAL 2 false true false 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. 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