THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-12
- IRS object ID
- 202431949349300033
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-12T12:17:10-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOARD OF TRUSTEES OF THE LELAND | BusinessNameLine1Txt |
| Business Name Line2 | STANFORD JUNIOR UNIVERSITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUPRIYA S PAI | InCareOfNm |
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 6504986259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 BROADWAY MAIL CODE 8838 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE SWEENEY-HOY | PersonNm |
| Person Title | EXEC. DIRECTOR, FC & O | PersonTitleTxt |
| Phone | 6507238792 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | SWEENEY-HOY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P01345551 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2024-06-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD SALLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 JANE STANFORD WAY BUILDING 10 | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,780,883,880 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STANFORD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 40771 | TotalEmployeeCnt |
| Total Volunteers | 13000 | TotalVolunteersCnt |
| Total Gross UBI | $150,683,654 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,298,247,649 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,468,332,075 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,433,751,884 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,723,764,565 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,565,029,339 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,064,657,583 | CYInvestmentIncomeAmt |
| PY Other Revenue | $229,007,141 | PYOtherRevenueAmt |
| CY Other Revenue | $216,912,017 | CYOtherRevenueAmt |
| PY Total Revenue | $9,526,036,013 | PYTotalRevenueAmt |
| CY Total Revenue | $8,473,666,240 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $658,881,338 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $723,702,779 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,370,796,906 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,884,046,726 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $652,781 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,492,107 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $134,718,790 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,280,398,805 | PYOtherExpensesAmt |
| CY Other Expenses | $2,523,042,635 | CYOtherExpensesAmt |
| PY Total Expenses | $7,310,729,830 | PYTotalExpensesAmt |
| CY Total Expenses | $8,133,284,247 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,215,306,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $340,381,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,274,269,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,810,855,396 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,867,433,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,572,551,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,406,836,642 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,238,304,046 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,695,535,910 | ExpenseAmt |
| Grant | $58,340,690 | GrantAmt |
| Revenue | $1,051,621,512 | RevenueAmt |
| Desc | INSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,582,978,332 | ExpenseAmt |
| Grant | $21,298,091 | GrantAmt |
| Revenue | $258,950,126 | RevenueAmt |
| Desc | ORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B EXCLUDES $1,518,836,616. IN GOVERNMENT RESEARCH SUPPORT, WHICH IS REPORTED AS CONTRIBUTION REVENUE ON LINE 1E OF PART VIII. CONT'D SCH O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $722,955,462 | ExpenseAmt |
| Grant | $282,922 | GrantAmt |
| Revenue | $1,909,937,591 | RevenueAmt |
| Desc | UNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,225,860,673 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $643,781,076 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $501,388,803 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,227,330,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 28314 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 40771 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 4 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUPRIYA S PAI | PersonNm |
| Phone | 6504986259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 BROADWAY MAIL CODE 8838 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID SHAW | |||||||||
| DIR. FOOTBALL, THRU 11/27/22 | 50.0 | 0.0 | Yes (X) | $7,081,411 | $0 | $72,806 | |||
| ROBERT F WALLACE | |||||||||
| CHIEF EXECUTIVE OFFICER, SMC | 50.0 | 0.0 | $5,045,924 | $0 | $1,428,319 | Yes (X) | |||
| FRANK HANLEY | |||||||||
| CHIEF, PED CARDIOTHORACIC | 50.0 | 0.0 | Yes (X) | $4,983,965 | $0 | $59,428 | |||
| LLOYD B MINOR | |||||||||
| VP OF MED. AFF.,APPT.08/28/23 | 50.0 | 4.3 | $4,398,331 | $0 | $72,491 | Yes (X) | |||
| TARA VANDERVEER | |||||||||
| DIRECTOR OF WOMEN'S BASKETBALL | 50.0 | 0.0 | Yes (X) | $2,814,453 | $0 | $613,605 | |||
| PERSIS DRELL | |||||||||
| PROVOST | 50.0 | 0.0 | $3,102,715 | $0 | $227,331 | Yes (X) | |||
| JAY KANG | |||||||||
| SR. MD, SMC | 50.0 | 0.0 | Yes (X) | $2,675,619 | $0 | $386,237 | |||
| YIPING WOO | |||||||||
| PROF. & CHAIR, CARDIO SURGERY | 50.0 | 0.0 | Yes (X) | $2,869,599 | $0 | $70,510 | |||
| MARC TESSIER-LAVIGNE | |||||||||
| PRESIDENT/TRUSTEE THRU 8/31/23 | 50.0 | 0.0 | $1,628,003 | $0 | $781,073 | Yes (X) | Yes (X) | ||
| ROBERT C REIDY | |||||||||
| VP LAND, BUILDINGS & REAL EST | 50.0 | 0.0 | $1,774,294 | $0 | $118,102 | Yes (X) | |||
| MARTIN SHELL | |||||||||
| VP & CHIEF ERO | 50.0 | 0.0 | $1,436,965 | $0 | $327,717 | Yes (X) | |||
| RANDALL LIVINGSTON | |||||||||
| VP BUS AFFAIRS/CFO | 50.0 | 4.0 | $887,487 | $0 | $245,418 | Yes (X) | |||
| DEBRA ZUMWALT | |||||||||
| VP GENERAL COUNSEL | 50.0 | 0.0 | $902,985 | $0 | $170,532 | Yes (X) | |||
| JON DENNEY | |||||||||
| VP DEVELOPMENT | 50.0 | 0.0 | $906,193 | $0 | $133,611 | Yes (X) | |||
| HOWARD WOLF | |||||||||
| PRES. OF STANFORD ALUM. ASSOC. | 50.0 | 0.0 | $667,736 | $0 | $114,912 | Yes (X) | |||
| ELIZABETH ZACHARIAS | |||||||||
| VP HUMAN RESOURCES | 50.0 | 0.0 | $587,708 | $0 | $137,637 | Yes (X) | |||
| FARNAZ KHADEM | |||||||||
| VP COMMUNICATION | 50.0 | 0.0 | $535,295 | $0 | $140,962 | Yes (X) | |||
| RYAN M ADESNIK | |||||||||
| VP GOVERNMENT AFFAIRS | 50.0 | 0.0 | $468,861 | $0 | $97,634 | Yes (X) | |||
| STEPHEN STREIFFER | |||||||||
| VP OF SLAC | 50.0 | 0.0 | $427,887 | $0 | $18,682 | Yes (X) | |||
| DEBORAH CULLINAN | |||||||||
| VP OF ARTS | 50.0 | 0.0 | $413,126 | $0 | $28,354 | Yes (X) | |||
| BRADLEY HAYWARD | |||||||||
| FORMER INTERIM VP COMMUN. | 50.0 | 0.0 | $338,014 | $0 | $85,204 | Yes (X) | |||
| HOWARD B PEARSON | |||||||||
| FORMER INTERIM VP DEVT. | 40.0 | 0.0 | $319,400 | $0 | $45,371 | Yes (X) | |||
| KATHERINE B DUHAMEL | |||||||||
| TRUSTEE | 5.0 | 0.0 | $36,000 | $0 | $0 | Yes (X) | |||
| FELIX J BAKER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD N BARTON | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANEEL BHUSRI | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DEANGELA J BURNS-WALLACE | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL C CAMUNEZ | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE R CLAYMAN | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROANN COSTIN | |||||||||
| TRUSTEE, THROUGH 9/30/2022 | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES G COULTER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERTA B DENNING | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSE E FELICIANO | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| HENRY A FERNANDEZ | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANGELA S FILO | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SAKURAKO D FISHER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES D HALPER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARC E JONES | |||||||||
| TRUSTEE | 5.0 | 4.0 | $0 | $0 | $0 | Yes (X) | |||
| LATONIA G KARR | |||||||||
| TRUSTEE, THROUGH 1/31/2023 | 5.0 | 2.0 | $0 | $0 | $0 | Yes (X) | |||
| SARAH H KETTERER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CAROL C LAM | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARC S LIPSCHULTZ | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KENNETH E OLIVIER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CARRIE W PENNER | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LAURENE POWELL JOBS | |||||||||
| TRUSTEE, THROUGH 9/30/2022 | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NADIA N RAWLINSON | |||||||||
| TRUSTEE, APPOINTED 10/1/2022 | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MINDY B ROGERS | |||||||||
| TRUSTEE | 5.0 | 4.3 | $0 | $0 | $0 | Yes (X) | |||
| LILY SARAFAN | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SRINIJA SRINIVASAN | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY E STONE | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GENE T SYKES | |||||||||
| TRUSTEE | 5.0 | 0.3 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH H WEATHERMAN | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MAURICE C WERDEGAR | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CLARA WU TSAI | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JERRY YANG | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES D YOUNG | |||||||||
| TRUSTEE | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $44,301,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,375,936 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11281 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION | $62,554,161 |
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DR | MILPITAS | CA | 95035 | CONSTRUCTION | $47,376,589 |
| MAGNIT APC I LLC | |||||
| 999 STEWART AVE STE 100 | BETHPAGE | NY | 11714 | WORKFORCE SOLUTIONS | $42,560,541 |
| GCI GENERAL CONTRACTORS | |||||
| 875 BATTERY ST 1ST FL | SAN FRANCISCO | CA | 94111 | CONSTRUCTION | $33,086,979 |
| PALISADE BUILDERS INC | |||||
| 900 E HAMILTON AVE STE 140 | CAMPBELL | CA | 95008 | CONSTRUCTION | $31,428,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 922 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $917,361 | FundraisingAmt |
| Government Grants | $1,518,836,616 | GovernmentGrantsAmt |
| All Other Contributions | $1,948,578,098 | AllOtherContributionsAmt |
| Noncash Contributions | $296,085,654 | NoncashContributionsAmt |
| Total Contributions | $3,468,332,075 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT INCOME | 900099 | $1,185,949,496 | $1,185,949,496 | |
| GOVT.& NON GOVT.CONTRACT | 900099 | $258,950,126 | $258,950,126 | |
| PATIENT CARE | 900099 | $1,625,395,731 | $1,625,395,731 | |
| SPECIAL PROGRAMS | 900099 | $651,216,042 | $651,216,042 | |
| DRIVING RANGE | 900099 | $1,648,347 | $386,637 | $1,261,710 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $604,823 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $604,823 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,723,764,565 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,737,079 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $123,551,562 | UnrelatedBusinessRevenueAmt |
| Exclusion | $250,185,517 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,061,065 | TotalRevenueColumnAmt |
| Exclusion | $3,061,065 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,177,532 | TotalRevenueColumnAmt |
| Exclusion | $16,177,532 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,107,702 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,544,053 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $197,563,649 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,563,649 | TotalRevenueColumnAmt |
| Exclusion | $197,563,649 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,960,858,724 | SecuritiesAmt |
| Other | $1,200,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,272,996,597 | SecuritiesAmt |
| Other | $1,202,688 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $687,862,127 | SecuritiesAmt |
| Other | -$2,688 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,859,439 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,265,559 | UnrelatedBusinessRevenueAmt |
| Exclusion | $662,593,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $991,379 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $917,361 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,143,738 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$152,359 | TotalRevenueColumnAmt |
| Exclusion | -$152,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,653,759 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,330,564 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,323,195 | TotalRevenueColumnAmt |
| Exclusion | $3,323,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,473,666,240 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,721,898,032 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $150,683,654 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,132,752,479 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,241,280 | TotalAmt |
| Program Services | $45,241,280 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,180,554 | TotalAmt |
| Program Services | $667,180,554 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,280,945 | TotalAmt |
| Program Services | $11,280,945 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,308,833 | TotalAmt |
| Program Services | $4,658,091 | ProgramServicesAmt |
| Management And General | $7,586,035 | ManagementAndGeneralAmt |
| Fundraising | $1,064,707 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,707,803 | TotalAmt |
| Program Services | $1,092,994 | ProgramServicesAmt |
| Fundraising | $614,809 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,942,818,376 | TotalAmt |
| Program Services | $3,609,649,673 | ProgramServicesAmt |
| Management And General | $249,951,778 | ManagementAndGeneralAmt |
| Fundraising | $83,216,925 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,638,987 | TotalAmt |
| Program Services | $203,195,541 | ProgramServicesAmt |
| Management And General | $36,201,778 | ManagementAndGeneralAmt |
| Fundraising | $6,241,668 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,803,448 | TotalAmt |
| Program Services | $383,539,037 | ProgramServicesAmt |
| Management And General | $68,464,926 | ManagementAndGeneralAmt |
| Fundraising | $11,799,485 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,769,279 | TotalAmt |
| Program Services | $179,129,268 | ProgramServicesAmt |
| Management And General | $32,110,768 | ManagementAndGeneralAmt |
| Fundraising | $5,529,243 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,565,841 | TotalAmt |
| Program Services | $8,449,942 | ProgramServicesAmt |
| Management And General | $115,899 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,668,198 | TotalAmt |
| Program Services | $2,692,926 | ProgramServicesAmt |
| Management And General | $23,923,751 | ManagementAndGeneralAmt |
| Fundraising | $51,521 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,705,389 | TotalAmt |
| Program Services | $290,623 | ProgramServicesAmt |
| Management And General | $2,414,283 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,300 | TotalAmt |
| Program Services | $17,205 | ProgramServicesAmt |
| Management And General | $65,095 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492,107 | TotalAmt |
| Fundraising | $2,492,107 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,842,671 | TotalAmt |
| Management And General | $3,842,671 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,141,913 | TotalAmt |
| Program Services | $367,121,844 | ProgramServicesAmt |
| Management And General | $70,985,275 | ManagementAndGeneralAmt |
| Fundraising | $5,034,794 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,316,895 | TotalAmt |
| Program Services | $6,234,575 | ProgramServicesAmt |
| Management And General | $33,810 | ManagementAndGeneralAmt |
| Fundraising | $48,510 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,611,769 | TotalAmt |
| Program Services | $311,521,554 | ProgramServicesAmt |
| Management And General | $15,285,772 | ManagementAndGeneralAmt |
| Fundraising | $804,443 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,304,491 | TotalAmt |
| Program Services | $30,483,590 | ProgramServicesAmt |
| Management And General | $22,469,502 | ManagementAndGeneralAmt |
| Fundraising | $351,399 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,876,182 | TotalAmt |
| Program Services | $8,724,769 | ProgramServicesAmt |
| Management And General | $7,147,378 | ManagementAndGeneralAmt |
| Fundraising | $4,035 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,427,284 | TotalAmt |
| Program Services | $307,681,855 | ProgramServicesAmt |
| Management And General | $39,494,293 | ManagementAndGeneralAmt |
| Fundraising | $3,251,136 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,409,683 | TotalAmt |
| Program Services | $93,773,751 | ProgramServicesAmt |
| Management And General | $9,250,211 | ManagementAndGeneralAmt |
| Fundraising | $2,385,721 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,890 | TotalAmt |
| Management And General | $2,890 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,463,063 | TotalAmt |
| Program Services | $13,937,924 | ProgramServicesAmt |
| Management And General | $1,359,727 | ManagementAndGeneralAmt |
| Fundraising | $165,412 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,801,656 | TotalAmt |
| Program Services | $154,312,676 | ProgramServicesAmt |
| Management And General | $29,117,928 | ManagementAndGeneralAmt |
| Fundraising | $1,371,052 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,091,154 | TotalAmt |
| Program Services | $442,295,269 | ProgramServicesAmt |
| Management And General | $55,268,693 | ManagementAndGeneralAmt |
| Fundraising | $4,527,192 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$889,849 | TotalAmt |
| Program Services | $7,825,208 | ProgramServicesAmt |
| Management And General | -$8,836,466 | ManagementAndGeneralAmt |
| Fundraising | $121,409 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SLAC CONSTRUCTION | $225,853,765 | $224,894,027 | $944,506 | $15,232 |
| RESEARCH SUBAWARDS | $103,492,049 | $103,492,049 | ||
| EQUIPMENT RENT & MAINTENANCE | $42,870,577 | $38,791,883 | $3,896,943 | $181,751 |
| PRINTING & PUBLICATION | $10,885,205 | $8,523,550 | $919,824 | $1,441,831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,519,509 | TotalAmt |
| Program Services | -$8,702,226 | ProgramServicesAmt |
| Management And General | $99,217,810 | ManagementAndGeneralAmt |
| Fundraising | $4,003,925 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,133,284,247 | TotalAmt |
| Program Services | $7,227,330,377 | ProgramServicesAmt |
| Management And General | $771,235,080 | ManagementAndGeneralAmt |
| Fundraising | $134,718,790 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,370 | BOYAmt |
| EOY | $85,184 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,040,971 | BOYAmt |
| EOY | $744,929,488 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,879,453 | BOYAmt |
| EOY | $2,630,955,551 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,517,220 | BOYAmt |
| EOY | $560,196,086 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,348,684 | BOYAmt |
| EOY | $2,628,684 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,281,637 | BOYAmt |
| EOY | $1,119,795,505 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,648,758 | BOYAmt |
| EOY | $5,541,662 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,515,036 | BOYAmt |
| EOY | $99,093,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,436,677,242 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,877,840,261 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,903,922,702 | BOYAmt |
| EOY | $8,558,836,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,683,128,626 | BOYAmt |
| EOY | $9,843,987,692 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,188,597,149 | BOYAmt |
| EOY | $37,588,607,721 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,251,337 | BOYAmt |
| EOY | $656,197,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,274,269,943 | BOYAmt |
| EOY | $61,810,855,396 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,297,308 | BOYAmt |
| EOY | $1,028,883,991 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,817,135 | BOYAmt |
| EOY | $1,766,039,345 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,838,000 | BOYAmt |
| EOY | $2,335,410,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,000,081 | BOYAmt |
| EOY | $3,135,085,406 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,604,480,777 | BOYAmt |
| EOY | $2,307,132,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,867,433,301 | BOYAmt |
| EOY | $10,572,551,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,378,444,758 | BOYAmt |
| EOY | $27,193,858,518 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,028,391,884 | BOYAmt |
| EOY | $24,044,445,528 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,406,836,642 | BOYAmt |
| EOY | $51,238,304,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,274,269,943 | BOYAmt |
| EOY | $61,810,855,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $340,381,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $391,093,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $99,992,393 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,249,756,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,451,185,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,732,161,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,298,247,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,468,332,075 | CurrentTaxYearAmt |
| Total | $14,199,683,137 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,249,756,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,451,185,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,732,161,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,298,247,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,468,332,075 | CurrentTaxYearAmt |
| Total | $14,199,683,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $770,208,227 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,429,474,910 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $420,612,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $433,166,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $435,266,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $488,368,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,531,816 | CurrentTaxYearAmt |
| Total | $2,273,945,882 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,766,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,319,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,618,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,888,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,645,138 | CurrentTaxYearAmt |
| Total | $26,238,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,499,867,452 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,889,621,520 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81391 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85431 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $633 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $158,441 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $633 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $22,347 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $532,706 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $91,545 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $806,305 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B - LOBBYING ACTIVITY EXPLANATION | FormAndLineReferenceDesc |
| Explanation | AN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES INVOLVED LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION OR OF COMPELLING IMPORTANCE TO STANFORD IN PARTICULAR. INSTITUTIONAL EFFORTS WITH REGARD TO LEGISLATION AND REGULATION ARE DIRECTED BY THE OFFICE OF GOVERNMENT AFFAIRS. DURING FISCAL YEAR 2023, THE OFFICE CONSISTED OF SEVEN PROFESSIONAL STAFF MEMBERS AND FOUR SUPPORT STAFF. ACTIVITIES BY THE OFFICE OF GOVERNMENT AFFAIRS STAFF INCLUDE CONTACTS BY LETTERS, PHONE CALLS AND MEETINGS WITH LEGISLATORS, MEMBERS OF THEIR STAFFS, OR OTHER GOVERNMENT OFFICIALS, AND MEETINGS WITH LOCAL CITIZENS REGARDING STANFORD ISSUES WITH LOCAL GOVERNMENT. IN FISCAL YEAR 2023, LEGISLATIVE, EXECUTIVE, AND LOCAL REGULATORY ISSUES HANDLED BY THE UNIVERSITY INCLUDED THE FOLLOWING: LOCAL ISSUES: POLICY ADVOCACY, ZONING AND LAND USE ENTITLEMENTS RELATED TO PROPERTY OWNED BY OR OF INTEREST TO THE UNIVERSITY AND OFTEN CONTIGUOUS TO THE UNIVERSITY'S ACADEMIC CAMPUSES. STATE ISSUES: COLLEGE ATHLETICS, TITLE IX, CAMPUS SAFETY, STUDENT AFFAIRS, RESEARCH POLICIES, AND HEALTHCARE SERVICES. FEDERAL ISSUES: STUDENT AID AND EDUCATION POLICY ISSUES; RESEARCH POLICY; TAXATION; REIMBURSEMENT OF FEDERAL COSTS; FUNDING LEVELS OF RESEARCH (E.G. NIH, DOE, NASA, DOD, NSF, NEH); FUNDING FOR SLAC NATIONAL ACCELERATOR LABORATORY; AI RESEARCH RESOURCES; HEALTH CARE; INTELLECTUAL PROPERTY; COLLEGE ATHLETICS AND IMMIGRATION POLICY. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AFFAIRS WAS $2,733,409 AND INCLUDES SALARY AND BENEFITS FOR SEVEN PROFESSIONALS AND FOUR SUPPORT STAFF, AS WELL AS OTHER COMPENSATION. THE ESTIMATED TOTAL EXPENSES IN LOBBYING, INCLUDING DIRECT PREPARATION TIME BY THE OFFICE OF GOVERNMENT AFFAIRS EMPLOYEES, AS DEFINED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE AND ITS REGULATIONS, AND PAYMENTS OF TRAVEL OR ENTERTAINMENT EXPENSES FOR FEDERAL OR LOCAL OFFICIALS, ARE ESTIMATED AS FOLLOWS: SALARIES, BENEFITS, OTHER COMPENSATION $ 389,714 GENERAL OFFICE OVERHEAD $ 296,793 PAID CONSULTANT, COALITION DUES $ 82,300 TRAVEL $ 23,377 DUES TO MEMBER ORGANIZATIONS $ 14,121 TOTAL $ 806,305 THE TOTAL AMOUNT SPENT BY STANFORD IN LOBBYING REPRESENTS AN INSIGNIFICANT PART OF THE UNIVERSITY'S TOTAL EXPENDITURES, EVEN MAKING THE MOST GENEROUS ALLOWANCE FOR THE LOBBYING ACTIVITIES OF STANFORD UNIVERSITY EMPLOYEES OUTSIDE THE OFFICE OF GOVERNMENT AFFAIRS WORKING ON BEHALF OF THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 78 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 70 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,301,831 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,171,525 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $64,137,568 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $11,946,664 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $699,615,294 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $84,035,746 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,338,794,000 | BeginningYearBalanceAmt |
| Contributions | $727,164,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,165,281,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $394,305,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,342,040,251 | OtherExpendituresAmt |
| End Year Balance | $36,494,893,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,788,187,000 | BeginningYearBalanceAmt |
| Contributions | $505,403,000 | ContributionsAmt |
| Investment Earnings Or Losses | $91,944,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $340,758,811 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,705,981,189 | OtherExpendituresAmt |
| End Year Balance | $36,338,794,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,948,111,000 | BeginningYearBalanceAmt |
| Contributions | $1,408,620,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,761,609,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $325,695,774 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,004,457,226 | OtherExpendituresAmt |
| End Year Balance | $37,788,187,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,699,834,000 | BeginningYearBalanceAmt |
| Contributions | $491,459,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,111,876,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $309,759,498 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,045,298,502 | OtherExpendituresAmt |
| End Year Balance | $28,948,111,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,464,912,000 | BeginningYearBalanceAmt |
| Contributions | $212,211,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,325,746,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $298,183,610 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,004,851,390 | OtherExpendituresAmt |
| End Year Balance | $27,699,834,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $325,622,958 | OtherCostOrOtherBasisAmt |
| Book Value | $325,622,958 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,177,230,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,475,148,273 | DepreciationAmt |
| Book Value | $6,702,081,761 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,294,267,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,964,581,500 | DepreciationAmt |
| Book Value | $329,686,049 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,639,556,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $438,110,488 | DepreciationAmt |
| Book Value | $1,201,446,213 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,558,836,981 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $1,082,013,384 | F |
| DERIVATIVES | $5,936,044 | F |
| FIXED INCOME | $3,087,938,011 | F |
| REAL ESTATE | $9,954,368,997 | F |
| NATURAL RESOURCES | $1,369,379,454 | F |
| PRIVATE EQUITIES | $16,896,295,793 | F |
| ABSOLUTE RETURNS | $7,064,049,728 | F |
| ASSETS HELD BY OTHER TRUSTEES | $123,659,138 | F |
| OTHER INVESTMENTS | $1,073,698,084 | F |
| ASSETS LIMITED TO USE | $576,509,614 | F |
| HOSPITAL FUNDS IN MERGED POOL | -$3,645,240,526 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,588,607,721 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME BENEFICIARY SHARE-SPLIT | $561,744,088 |
| LEASE LIABILITIES | $700,372,946 |
| CURRENT AND DEFERRED EXCISE TAX | $192,361,644 |
| ACCRUED EXPENSE RESERVE | $2,817,306 |
| PENDING TRADES | $1,561,302 |
| SECURITIES SOLD SHORT | $49,509,348 |
| LIVING TRUST LIABILITY | $70,960,885 |
| RELATED PARTY LIABILITY | $267,074,089 |
| ACCRUED PENSION AND POST RETIREMENT | $460,731,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,307,132,608 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART I, COLUMN (B) | COLUMN (B) REPRESENTS FUNDS CREATED TO MAKE GRANTS ONLY WITHIN THE UNIVERSITY. |
| SCHEDULE D, PART I, LINE 2 | INCLUDED IN AGGREGATE CONTRIBUTIONS TO FUNDS ARE NEW GIFTS AS WELL AS TRANSFERS FROM OTHER ACCOUNTS WITHIN THE UNIVERSITY. |
| SCHEDULE D, PART III, LINE 1A | WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED. PROCEEDS FROM SALES OF SUCH ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. |
| SCHEDULE D, PART III, LINE 4 | THE CANTOR ARTS CENTER AT STANFORD UNIVERSITY IS A MUSEUM COMMITTED TO INTELLECTUAL EXPLORATION AND THE PURSUIT OF KNOWLEDGE, FOSTERING A SENSE OF DISCOVERY THROUGH DIRECT EXPERIENCES WITH WORKS OF ART. THE CENTER COLLECTS, PRESERVES, AND STUDIES ART FROM ALL CULTURES AND PERIODS, SERVING THE UNIVERSITY AND THE PUBLIC THROUGH EXHIBITIONS AND PROGRAMS THAT INSPIRE THE UNDERSTANDING AND ENJOYMENT OF ART. THE ANDERSON COLLECTION IS AN OUTSTANDING ASSEMBLAGE OF MODERN AND CONTEMPORARY AMERICAN ART. THE COLLECTION IS ANCHORED IN THE WORK OF THE NEW YORK SCHOOL AND KEY MODERN AND CONTEMPORARY ARTISTS COLLECTED IN DEPTH, ACROSS MEDIA. MAJOR MOVEMENTS REPRESENTED INCLUDE ABSTRACT EXPRESSIONISM, COLOR FIELD PAINTING, POST-MINIMALISM, CALIFORNIA FUNK ART, BAY AREA FIGURATIVE ART, LIGHT AND SPACE, AND CONTEMPORARY PAINTING AND SCULPTURE. THE 143-WORK COLLECTION FEATURES 88 ARTISTS, INCLUDING JACKSON POLLACK, HELEN FRANKENTHALER AND RICHARD DIEBENKORN. ADMISSION TO THE MUSEUM IS FREE. THE COLLECTION, BUILT OVER 60 YEARS, WAS DONATED TO STANFORD BY HARRY W. AND MARY MARGARET ANDERSON AND MARY PATRICIA ANDERSON PENCE. |
| SCHEDULE D, PART V, LINES 1B & 1E | "CONTRIBUTIONS" (LINE 1B) INCLUDE CERTAIN INVESTMENT INCOME, CURRENT YEAR GIFTS TO ENDOWMENT, MATURED LIVING TRUSTS DIRECTED TO ENDOWMENT, AND CERTAIN OTHER FUNDS TRANSFERRED INTO THE ENDOWMENT. INCLUDED IN "OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS" (LINE 1E) ARE FUNDS DISTRIBUTED ANNUALLY FROM ENDOWMENT INVESTMENT RETURN TO SUPPORT FACULTY, INSTRUCTIONAL SUPPORT AND UNIVERSITY INFRASTRUCTURE PRIMARILY BASED ON DONOR RESTRICTIONS. PLEASE SEE FURTHER DISCUSSION BELOW IN "INTENDED USES OF THE ENDOWMENT FUNDS". |
| SCHEDULE D, PART V, LINE 3A(II) AND LINE 3B | INCLUDED IN THE ENDOWMENT BALANCE ON LINE 1G ARE THE ASSETS OF SHR HOLDINGS, INC., A RELATED ORGANIZATION. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ENDOWMENT FUNDS IN 1885, LELAND AND JANE LATHROP STANFORD SAID OF THEIR FOUNDING GRANT "IT SHALL CONSTITUTE THE FOUNDATION AND ENDOWMENT FOR THE UNIVERSITY HEREIN PROVIDED, AND UPON THE TRUST THAT THE PRINCIPAL THEREOF SHALL FOREVER REMAIN INTACT, AND THAT THE RENTS, ISSUES, AND PROFITS THEREOF SHALL BE DEVOTED TO THE FOUNDATION AND MAINTENANCE OF THE UNIVERSITY HEREBY FOUNDED AND ENDOWED, AND THE USES AND PURPOSES HEREIN MENTIONED." TODAY, STANFORD'S ENDOWMENT CONSISTS OF THOUSANDS OF INDIVIDUAL FUNDS, MANY OF WHICH ARE RESTRICTED TO PARTICULAR USES (E.G., SCHOLARSHIP FUNDS FOR UNDERGRADUATES, FELLOWSHIP FUNDS TO SUPPORT GRADUATE STUDENTS, RESEARCH FUNDS DIRECTED TO MANY DIFFERENT AREAS, PROGRAM SUPPORT FUNDS, FUNDS TO SUPPORT PROFESSORS, FUNDS TO SUPPORT LECTURES, FUNDS TO PROVIDE BUILDING AND GROUND MAINTENANCE, FUNDS TO SUPPORT THE UNIVERSITY'S MUSEUM, FUNDS TO SUPPORT THE ACQUISITION OF LIBRARY MATERIALS). THE FUNDS ARE INVESTED IN PERPETUITY FOR LONG TERM GROWTH AND THE PAYOUT IS USED FOR THE PURPOSE SET FORTH IN THE GIFT DOCUMENT. SOME ENDOWMENT FUNDS DO NOT HAVE PURPOSE RESTRICTIONS AND THE PAYOUT FROM THESE FUNDS IS USED TO SUPPORT THE GENERAL OPERATIONS AND INFRASTRUCTURE OF THE UNIVERSITY AS WELL AS MANY OTHER PARTS OF THE UNIVERSITY. ENDOWMENT PAYOUT IS A RELIABLE SOURCE OF CONTINUING SUPPORT AND IS CRITICAL TO THE FUNDING OF THE MANY LONG-TERM COMMITMENTS THAT THE UNIVERSITY MUST MAKE. THE ENDOWMENT MAKES STANFORD LESS DEPENDENT ON OTHER MORE VARIABLE SOURCES OF INCOME. THE ENDOWMENT PAYOUT COVERS NEARLY 23% OF STANFORD'S OPERATING EXPENSES. STANFORD IS CURRENTLY DIRECTING CONSIDERABLE RESEARCH AND EDUCATION EFFORTS TOWARD ADDRESSING THE CHALLENGES CRITICAL TO THE WORLD. IN PARTICULAR, IT IS SEEKING SOLUTIONS TO SOME OF THE MOST CHALLENGING PROBLEMS IN HUMAN HEALTH, INTERNATIONAL PEACE AND SECURITY AND THE ENVIRONMENT AND SUSTAINABILITY. ONE OF THE UNIVERSITY'S HIGHEST PRIORITIES IS TO REMAIN AFFORDABLE AND ACCESSIBLE TO THE MOST TALENTED STUDENTS, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE UNIVERSITY'S ADMISSION PROCESS FOR UNDERGRADUATE STUDENTS FROM THE UNITED STATES IS NEED-BLIND, WHICH MEANS THAT STUDENTS ARE ADMITTED IRRESPECTIVE OF THEIR ABILITY TO PAY; THE UNIVERSITY PROVIDES THE FINANCIAL AID NECESSARY TO MAKE STANFORD AFFORDABLE TO EVERY ADMITTED STUDENT. FOR INTERNATIONAL STUDENTS, THE UNIVERSITY IS NEED-AWARE: STANFORD ANALYZES THE NEED FOR AID AND AIMS TO MEET THE DETERMINED NEED. SINCE 2000, THE UNIVERSITY HAS CONTINUED TO ENHANCE ITS FINANCIAL AID PROGRAMS FOR BOTH ITS UNDERGRADUATE AND GRADUATE STUDENTS. DURING FY23, FAMILIES OF UNDERGRADUATE STUDENTS FROM THE U.S. WITH INCOMES BELOW $150,000 AND ASSETS TYPICAL OF THAT INCOME LEVEL RECEIVE AT LEAST ENOUGH SCHOLARSHIP TO COVER THE COST OF TUITION. THOSE WITH INCOMES BELOW $100,000 WITH TYPICAL ASSETS, WILL NOT HAVE TO PAY TUITION, ROOM OR BOARD. IN FY23, APPROXIMATELY 50% OF UNDERGRADUATES WERE AWARDED NEED-BASED FINANCIAL AID FROM STANFORD. GRADUATE STUDENT FINANCIAL AID AND OTHER SUPPORT IS AWARDED BASED ON ACADEMIC MERIT AND THE AVAILABILITY OF AID. IN THE FACE OF DIMINISHING FEDERAL SUPPORT, STANFORD HAS ASSUMED MORE OF THE FINANCIAL WEIGHT OF SUPPORTING ITS GRADUATE STUDENTS. IN FY23, OVER 82% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL SUPPORT. FOR THE YEAR ENDED AUGUST 31, 2023, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $ 493,073,781 STUDENT FINANCIAL AID $ 394,305,749 LIBRARIES $ 28,740,002 |
| SCHEDULE D, PART X, LINE 2 | ASC 740 LIABILITY - IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | STANFORD POSTS ITS NON-DISCRIMINATION POLICY ON ITS MAIN WEBSITE. IN ADDITION, ADMISSION AND FINANCIAL AID OFFICES OUTREACH PROGRAMS PUBLICIZE STANFORD UNIVERSITY'S ACADEMIC OPPORTUNITIES AT SECONDARY AND POST-SECONDARY SCHOOLS THROUGHOUT THE UNITED STATES. |
| SCHEDULE E, LINE 6A | STANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS, AND CONSTRUCTION AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (92 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $95,443 |
| East Asia and the Pacific | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $2,739,431 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $8,441,770 |
| Middle East and North Africa | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $635,137 |
| North America | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $1,643,759 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $38,381 |
| South America | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $288,496 |
| Sub-Saharan Africa | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $710,077 |
| South Asia | 0 | 0 | Program Services | CONFERENCE & SEMINARS | $381,804 |
| Central America and the Caribbean | 0 | 1 | Program Services | EDUCATION | $23,834 |
| East Asia and the Pacific | 0 | 2 | Program Services | EDUCATION | $744,709 |
| Europe (Including Iceland and Greenland) | 0 | 19 | Program Services | EDUCATION | $2,624,564 |
| Middle East and North Africa | 0 | 0 | Program Services | EDUCATION | $257,686 |
| North America | 0 | 7 | Program Services | EDUCATION | $489,400 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | EDUCATION | $25,801 |
| South America | 0 | 5 | Program Services | EDUCATION | $230,918 |
| South Asia | 0 | 4 | Program Services | EDUCATION | $444,648 |
| Sub-Saharan Africa | 2 | 19 | Program Services | EDUCATION | $3,739,531 |
| Central America and the Caribbean | 0 | 0 | Program Services | FOREIGN CENTER | $171 |
| East Asia and the Pacific | 0 | 0 | Program Services | FOREIGN CENTER | $2,426,628 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | FOREIGN CENTER | $52,167 |
| Middle East and North Africa | 0 | 0 | Program Services | FOREIGN CENTER | $7,315 |
| South America | 0 | 0 | Program Services | FOREIGN CENTER | $29,008 |
| Sub-Saharan Africa | 0 | 0 | Program Services | FOREIGN CENTER | $17,981 |
| South Asia | 0 | 0 | Program Services | FOREIGN CENTER | $489 |
| Central America and the Caribbean | 0 | 0 | Program Services | FOREIGN TRAVEL | $65,928 |
| East Asia and the Pacific | 0 | 0 | Program Services | FOREIGN TRAVEL | $863,580 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | FOREIGN TRAVEL | $2,196,630 |
| Middle East and North Africa | 0 | 0 | Program Services | FOREIGN TRAVEL | $235,368 |
| North America | 0 | 0 | Program Services | FOREIGN TRAVEL | $318,452 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | FOREIGN TRAVEL | $28,739 |
| South America | 0 | 0 | Program Services | FOREIGN TRAVEL | $120,017 |
| South Asia | 0 | 0 | Program Services | FOREIGN TRAVEL | $67,131 |
| Sub-Saharan Africa | 0 | 0 | Program Services | FOREIGN TRAVEL | $78,443 |
| East Asia and the Pacific | 0 | 0 | Program Services | INVESTMENT ADMINISTRAT | $217,028 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | INVESTMENT ADMINISTRAT | $243,352 |
| North America | 0 | 0 | Program Services | INVESTMENT ADMINISTRAT | $3,006 |
| South America | 0 | 0 | Program Services | INVESTMENT ADMINISTRAT | $70,894 |
| South Asia | 0 | 0 | Program Services | INVESTMENT ADMINISTRAT | $84,469 |
| Central America and the Caribbean | 0 | 2 | Program Services | RESEARCH | $168,502 |
| East Asia and the Pacific | 0 | 62 | Program Services | RESEARCH | $5,775,912 |
| Europe (Including Iceland and Greenland) | 0 | 160 | Program Services | RESEARCH | $8,737,168 |
| Middle East and North Africa | 0 | 19 | Program Services | RESEARCH | $867,206 |
| North America | 0 | 48 | Program Services | RESEARCH | $2,030,281 |
| Russia and the Newly Independent States | 0 | 7 | Program Services | RESEARCH | $136,757 |
| South America | 0 | 43 | Program Services | RESEARCH | $1,505,185 |
| South Asia | 0 | 38 | Program Services | RESEARCH | $2,500,179 |
| Sub-Saharan Africa | 0 | 43 | Program Services | RESEARCH | $2,041,119 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD | $1,029,139 |
| Europe (Including Iceland and Greenland) | 5 | 235 | Program Services | STUDY ABROAD | $10,729,935 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY TOURS | $1,617,307 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY TOURS | $4,684,604 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDY TOURS | $1,382,525 |
| North America | 0 | 0 | Program Services | STUDY TOURS | $144,147 |
| South America | 0 | 0 | Program Services | STUDY TOURS | $1,596,642 |
| South Asia | 0 | 0 | Program Services | STUDY TOURS | $493,742 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDY TOURS | $1,527,102 |
| East Asia and the Pacific | 0 | 0 | Program Services | TRAVEL STUDY | $214,845 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | TRAVEL STUDY | $98,575 |
| South America | 0 | 0 | Investment Fees | $2,981,385 | |
| East Asia and the Pacific | 5 | 39 | Inv. Operating Subs | $161,444 | |
| Europe (Including Iceland and Greenland) | 1 | 0 | Inv. Operating Subs | $0 | |
| South America | 1 | 14 | Inv. Operating Subs | $10,000 | |
| Sub-Saharan Africa | 1 | 17 | Inv. Operating Subs | $0 | |
| South Asia | 1 | 15 | Inv. Operating Subs | $467,349 | |
| Central America and the Caribbean | 0 | 0 | Investments | $14,949,956,136 | |
| East Asia and the Pacific | 0 | 0 | Investments | $374,011,657 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $1,027,710,294 | |
| Middle East and North Africa | 0 | 0 | Investments | $34,246 | |
| North America | 0 | 0 | Investments | $322,842,648 | |
| South America | 0 | 0 | Investments | $151,023,007 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $1,002,018,946 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $122,849 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $240,000 | |
| North America | 0 | 0 | Grantmaking | $8,400 | |
| Russia and the Newly Independent States | 0 | 0 | Grantmaking | $13,000 | |
| South America | 0 | 0 | Grantmaking | $26,000 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $582,275 | |
| South Asia | 0 | 0 | Grantmaking | $265,775 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $787,309 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $3,759,772 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $664,069 | |
| North America | 0 | 0 | Grantmaking | $1,116,782 | |
| South America | 0 | 0 | Grantmaking | $395,857 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $1,300,268 | |
| South Asia | 0 | 0 | Grantmaking | $1,906,089 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $382,825 | |
| Europe (Including Iceland and Greenland) | 0 | 1 | Fundraising | $211,098 | |
| Middle East and North Africa | 0 | 0 | Fundraising | $3,298 | |
| North America | 0 | 0 | Fundraising | $116,337 | |
| South America | 0 | 1 | Fundraising | $39,957 | |
| South Asia | 0 | 0 | Fundraising | $10,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 38 | SubtotalEmployeesCnt |
| Continuation Total Office | 16 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 763 | ContinuationTotalEmployeeCnt |
| Total Office | 16 | TotalOfficeCnt |
| Total Employee | 801 | TotalEmployeeCnt |
| Subtotal Spent | $19,815,858 | SubtotalSpentAmt |
| Continuation Spent | $17,901,317,216 | ContinuationSpentAmt |
| Total Spent | $17,921,133,074 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (83 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| East Asia and the Pacific | RESEARCH SUB | $123,943 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $109,541 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $81,462 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $80,446 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $72,292 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $66,263 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $58,732 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $51,065 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $30,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $30,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $15,448 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $11,919 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $11,500 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $11,500 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $11,500 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $9,321 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $9,208 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $693,773 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $307,500 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $229,078 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $195,604 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $184,696 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $181,818 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $162,278 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $149,602 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $138,968 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $135,954 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $133,093 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $100,000 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $99,503 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $99,375 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $96,766 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $90,155 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $84,537 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $82,226 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $81,986 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $78,123 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $66,920 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $58,761 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $57,723 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $50,000 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $48,803 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $45,136 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $43,312 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $42,927 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $17,437 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $6,911 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $344,696 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $130,120 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $90,103 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $46,357 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $44,338 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $8,455 | CHECK/WIRE |
| North America | RESEARCH SUB | $358,216 | CHECK/WIRE |
| North America | RESEARCH SUB | $335,964 | CHECK/WIRE |
| North America | RESEARCH SUB | $208,026 | CHECK/WIRE |
| North America | RESEARCH SUB | $68,150 | CHECK/WIRE |
| North America | RESEARCH SUB | $59,440 | CHECK/WIRE |
| North America | RESEARCH SUB | $35,553 | CHECK/WIRE |
| North America | RESEARCH SUB | $30,000 | CHECK/WIRE |
| North America | RESEARCH SUB | $21,432 | CHECK/WIRE |
| South America | RESEARCH SUB | $152,822 | CHECK/WIRE |
| South America | RESEARCH SUB | $95,671 | CHECK/WIRE |
| South America | RESEARCH SUB | $57,422 | CHECK/WIRE |
| South America | RESEARCH SUB | $42,688 | CHECK/WIRE |
| South America | RESEARCH SUB | $34,493 | CHECK/WIRE |
| South America | RESEARCH SUB | $12,762 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $714,000 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $513,616 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $328,544 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $136,561 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $82,883 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $75,633 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $54,852 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $879,073 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $174,867 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $79,322 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $55,642 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $33,939 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $23,921 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $22,333 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $16,170 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $15,000 | CHECK/WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| INTERNSHIP STIPENDS | Europe (Including Iceland and Greenland) | 24 | $122,849 | CHECK/EFT |
| SCHOLARSHIP | East Asia and the Pacific | 31 | $240,000 | CHECK/EFT |
| STIPENDS | North America | 1 | $8,400 | CHECK/EFT |
| STIPENDS | Russia and the Newly Independent States | 1 | $13,000 | CHECK/EFT |
| STIPENDS | South America | 2 | $26,000 | CHECK/EFT |
| STIPENDS | South Asia | 23 | $265,775 | CHECK/EFT |
| STIPENDS | Sub-Saharan Africa | 56 | $582,275 | CHECK/EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES (US) ARE PRINCIPALLY GOVERNED BY THE PURPOSE FOR WHICH THE FUNDS WERE GRANTED. SUBAWARD GRANTS AND GRANTS PAID OUTSIDE OF THE US, OR FOR USE OUTSIDE THE US, FOR PROGRAMS WHICH HAVE A READILY IDENTIFIABLE FOREIGN COMPONENT AND ARE TRACKED SEPARATELY ARE REPORTED ON SCHEDULE F. (GRANTMAKING IS FURTHER DISCUSSED BELOW.) FINANCIAL AID: FINANCIAL AID AMOUNTS SUCH AS GRANTS, STIPENDS, FELLOWSHIPS AND SCHOLARSHIPS ARE PAID TO ENROLLED STUDENTS AND MAY BE USED FOR ACADEMIC ACTIVITIES ABROAD. STANFORD REQUIRES THAT STUDENTS WHO ARE RECEIVING FINANCIAL AID MAINTAIN THEIR REGISTRATION STATUS, AND BE ENROLLED FOR ACADEMIC CREDIT IN UNIVERSITY-APPROVED AND MONITORED PROGRAMS AND/OR RELATED ACADEMIC ACTIVITIES. ACCORDINGLY, THE UNIVERSITY DOES NOT CONSIDER FINANCIAL AID DISBURSEMENTS IN THE US TO ENROLLED STUDENTS AS "GRANTS TO FOREIGN INDIVIDUALS." SUBAWARDS: PROCEDURES FOR MONITORING SUBAWARDS (DISCUSSED FURTHER BELOW UNDER 3.GRANTMAKING) INCLUDE AN INITIAL RISK ASSESSMENT OF THE RECIPIENT TOGETHER WITH A REVIEW OF FINANCIAL STATEMENTS (PREFERABLY, AUDITED). THIS ASSESSMENT DETERMINES THE SCOPE OF THE ENSUING AGREEMENT TERMS TO ENSURE SAFE-HANDLING OF THE AWARD. IN ACCORDANCE WITH OFFICE OF MANAGEMENT AND BUDGET (OMB) UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS (UNIFORM GUIDANCE), SUB-RECIPIENTS WHO ARE NOT UNDER SINGLE AUDIT ARE REQUIRED TO ANNUALLY COMPLETE A QUESTIONNAIRE DESIGNED TO ASSESS CERTAIN ASPECTS OF THE SUB-RECIPIENT'S INTERNAL CONTROLS AND FINANCIAL STATUS. THIS INFORMATION IS COLLECTED AND REVIEWED BY UNIVERSITY SPONSORED RESEARCH SPECIALISTS. INVOICES SUBMITTED BY THE SUB RECIPIENT TO THE UNIVERSITY ARE REVIEWED TO ENSURE THAT CHARGED EXPENSES MEET BOTH INTERNAL ACCOUNTING POLICIES, AS WELL AS FEDERAL STANDARDS. AWARDS ARE MONITORED ON AN ONGOING BASIS. DURING THE YEAR ENDED AUGUST 31, 2023, BOTH FINANCIAL AID AND SUBAWARDS EXPERIENCED CONTINUED GROWTH, DRIVEN BY RESUMPTION of PROGRAMS AND RESEARCH ACTIVITIES OUTSIDE THE US FOLLOWING THE COVID PANDEMIC. |
| PART I, LINE 3: | DETAILS FOR EACH TYPE OF ACTIVITY (1. PROGRAM SERVICES, 2. INVESTMENTS, 3. GRANTMAKING, 4. FUNDRAISING) CONDUCTED IN EACH REGION AND THE METHOD USED TO ACCOUNT FOR EXPENDITURES ON PART I, COLUMN (F): AS A LEADING RESEARCH INSTITUTION, STANFORD UNIVERSITY CONDUCTS ACTIVITIES WORLDWIDE IN PURSUIT OF ITS ACADEMIC MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. ITS STUDENTS, FACULTY AND ALUMNI COMMUNITIES ARE SIMILARLY INTERNATIONAL IN CHARACTER, AND SEEK TO COLLABORATE IN AN INTERDEPENDENT WORLD TO UNDERSTAND AND SOLVE GLOBAL CHALLENGES. THE UNIVERSITY HAS REPORTED ON SCHEDULE F EXPENDITURES RELATING TO FOREIGN ACTIVITIES THAT ARE TRACKED IN THE ACCOUNTING SYSTEM, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. 1.PROGRAM SERVICES: PROGRAM SERVICES INCLUDE ACTIVITIES RELATING TO THE CORE INSTITUTIONAL MISSION OF TEACHING, RESEARCH AND HEALTH CARE. FOR THE FISCAL YEAR ENDED AUGUST 31, 2023, AMOUNTS ASSOCIATED WITH PROGRAM SERVICES WERE SIGNIFICANTLY HIGHER THAN IN PRIOR YEARS, RESULTING FROM A RESUMPTION IN GLOBAL ACTIVITIES IN SUPPORT OF THE UNIVERSITY'S CORE MISSION, COUPLED WITH WIDESPREAD INFLATION IN FISCAL YEAR 2023. -TRAVEL STUDY: TRAVEL STUDY INCLUDES EXPENSES INCURRED IN REGION FOR STUDENTS TO EXAMINE GLOBAL ISSUES IN A FACULTY LED GROUP-LEARNING ENVIRONMENT. -STUDY TOURS: STUDY TOURS INCLUDE EXPENSES INCURRED IN THE REGION FOR ALUMNI ASSOCIATION SPONSORED STUDY TRIPS. -STUDY ABROAD: STUDY ABROAD INCLUDES OPERATING EXPENSES INCURRED IN THE REGION FOR PREDOMINANTLY STANFORD-RUN UNDERGRADUATE FOREIGN STUDY PROGRAMS. THIS INCLUDES SALARIES AND BENEFITS, PROFESSIONAL SERVICE FEES, STUDENT SUPPORT COST, OVERSEAS GENERAL SERVICE COST, SUPPLIES AND MATERIAL, AND OTHER ASSOCIATED EXPENSES. -RESEARCH: RESEARCH INCLUDES CONTRACT PAYMENTS TO FOREIGN SUB-RECIPIENTS AND DIRECT COSTS INCURRED REGIONALLY FOR ACADEMIC RESEARCH PROJECTS, INCLUDING PAYMENTS FOR PROFESSIONAL SERVICES ENGAGED TO FURTHER THE RESEARCH PURPOSE. -FOREIGN TRAVEL: FOREIGN TRAVEL IS CATEGORIZED SEPARATELY IN THE ACCOUNTING SYSTEM TO MEET COST PRINCIPLES OF OMB REQUIREMENTS. -FOREIGN CENTER: REPRESENTS EXPENSES INCURRED FOR THE OPERATION, SUPPORT, MAINTENANCE, AND MANAGEMENT OF FACILITIES IN THE EAST ASIA/PACIFIC REGION TO HOUSE STANFORD FACULTY, STAFF, AND STUDENTS ENGAGED IN ACADEMIC ACTIVITIES. -EDUCATION: INCLUDES PROGRAM FUNDING FOR US FACULTY AND STUDENTS FOR ACADEMIC ACTIVITIES CONDUCTED INTERNATIONALLY. STANFORD ALSO OFFERS EDUCATIONAL PROGRAMS TO NON-MATRICULATED STUDENTS. -CONFERENCES AND SEMINARS: INCLUDE EXPENSES INCURRED FOR LODGING, TRANSPORTATION AND MEALS FOR FACULTY AND STUDENTS TO ATTEND AND PRESENT ACADEMIC AND RESEARCH FINDINGS. 2.INVESTMENTS: I) INVESTMENTS ARE REPORTED AS OF AUGUST 31, 2023 AT FAIR MARKET VALUE, DETERMINED IN ACCORDANCE WITH US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INVESTMENT MANAGEMENT FEES ARE DIRECT FEES EXPENSED DURING FISCAL YEAR 2023. ON OCCASION THE UNIVERSITY WILL INVEST IN AN ENTITY THAT WILL REQUIRE A PREPAYMENT OF CERTAIN INVESTMENT MANAGEMENT RELATED FEES. THE UNIVERSITY INCLUDES SUCH FEES AS PART OF THE INITIAL INVESTMENT FOR ACCOUNTING PURPOSES. IN ACCORDANCE WITH IRS SPECIFIC SCHEDULE F INSTRUCTIONS AND CONSISTENT WITH UNIVERSITY ACCOUNTING POLICY TO INCLUDE SUCH FEES AS PART OF THE INITIAL INVESTMENT BASIS, THE PREPAYMENT OF INVESTMENT MANAGEMENT FEES AND THE SUBSEQUENT AMORTIZATION THEREOF IS EXCLUDED FROM PART I REPORTING. THE REGION IN WHICH INVESTMENTS ARE REPORTED ON SCHEDULE F IS BASED ON THE INVESTMENT ENTITY'S LEGAL DOMICILE (I.E., COUNTRY WHOSE LAWS GOVERN THE ENTITY'S AFFAIRS) AND IS NOT INTENDED TO BE AN INDICATION OF WHERE THE INVESTMENT MANAGER DEPLOYS ASSETS. ACCORDINGLY, SUCH INFORMATION ON SCHEDULE F MAY NOT REFLECT THE REGIONS OF THE WORLD WHERE THE UNIVERSITY'S ASSETS ARE ACTUALLY INVESTED. STANFORD MANAGEMENT COMPANY ("SMC"), A DIVISION OF THE UNIVERSITY, ACTIVELY MANAGES THE UNIVERSITY'S MERGED POOL, WHICH COMPRISES THE SUBSTANTIAL MAJORITY OF STANFORD'S INVESTABLE ASSETS. THE PORTFOLIO IS CONSTRUCTED TO GENERATE ATTRACTIVE LONG-TERM RETURNS, ADJUSTED FOR RISK, SO THAT THE ENDOWMENT CAN PROVIDE MEANINGFUL ANNUAL SUPPORT TO THE OPERATING BUDGET OF THE UNIVERSITY WHILE PRESERVING PURCHASING POWER ACROSS GENERATIONS. STANFORD'S INVESTMENT PROGRAM IS CONSISTENT WITH ITS FIDUCIARY RESPONSIBILITIES UNDER THE CALIFORNIA UNIFORM PRUDENT INVESTOR ACT. TO EXECUTE ITS INVESTMENT STRATEGY, STANFORD INVESTS THROUGH ONSHORE AND OFFSHORE INVESTMENT VEHICLES. OFTEN, WHEN ACCESSING INTERNATIONAL OPPORTUNITIES, THERE IS NO ONSHORE OPTION. STANFORD REPORTS ITS HOLDINGS TO THE IRS AND OTHER TAX AUTHORITIES AND MAKES EVERY EFFORT TO BE FULLY COMPLIANT WITH ALL APPLICABLE DOMESTIC AND FOREIGN LAWS. OFFSHORE VEHICLES ARE STILL SUBJECT TO US TAX PROVISIONS, SPECIFICALLY ON INCOME THAT IS EFFECTIVELY CONNECTED TO THEIR OPERATIONS IN THE U.S., AS WELL AS ON DIVIDENDS RECEIVED FROM OPERATIONS DOMICILED IN THE U.S. IN SUMMARY, THE UNIVERSITY'S LONG-TERM INVESTMENT STRATEGY RELIES ON A PORTFOLIO DIVERSIFIED BY ASSET CLASS AND GEOGRAPHY, CONTINUALLY REFINED TO ACHIEVE DESIRED OVERALL RISK AND RETURN CHARACTERISTICS. COMBINED WITH A DISCIPLINED PAYOUT POLICY, STANFORD'S TRUSTEES AIM TO PROVIDE ROBUST ANNUAL SUPPORT FOR THE CURRENT OPERATING ACTIVITIES AND TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT FOR FUTURE GENERATIONS OF STUDENTS AND SCHOLARS. II) ALSO REPORTED AS INVESTMENTS ARE STANFORD'S INVESTMENTS IN RELATED OPERATING SUBSIDIARIES THROUGH WHICH THE UNIVERSITY CONDUCTS ONGOING PROGRAM ACTIVITIES IN CERTAIN FOREIGN COUNTRIES. 3.GRANTMAKING: STANFORD UNIVERSITY IS NOT A "GRANT MAKER" PER SE IN THAT ITS FUNDAMENTAL MISSION, AND PURPOSE FOR TAX-EXEMPTION, RELATES TO TEACHING, RESEARCH AND HEALTH CARE ACTIVITIES. HOWEVER, IN THE COURSE OF THESE MISSION-BASED ACTIVITIES, THE UNIVERSITY DOES MAKE PAYMENTS THAT MEET THE CRITERIA FOR 'GRANTMAKING' AS DEFINED BY THE INSTRUCTIONS TO IRS 990 SCHEDULE F. ACCORDINGLY, THESE GRANTS ARE REPORTED ON SCHEDULE F, PART I, AND ALSO REPORTED ON PARTS II AND III AS REQUIRED BY THE INSTRUCTIONS. FOR MOST U.S. INSTITUTIONS OF HIGHER EDUCATION, PROVISION OF FINANCIAL AID TO STUDENTS IS AN IMPORTANT ACTIVITY ENABLING QUALIFIED STUDENTS TO OBTAIN A COLLEGE EDUCATION AT THE UNDERGRADUATE, GRADUATE OR POSTDOCTORAL LEVEL. STANFORD IS COMMITTED TO A "NEED-BLIND" ADMISSION POLICY FOR U.S. CITIZENS, PERMANENT RESIDENTS AND UNDOCUMENTED STUDENTS; IT ADMITS QUALIFIED STUDENTS WITHOUT REGARD TO THEIR ABILITY TO PAY, AND PROVIDES A COMPREHENSIVE FINANCIAL AID PROGRAM FOR ALL ADMITTED US UNDERGRADUATE STUDENTS WHO HAVE UNIVERSITY-COMPUTED NEED, AND WHO MEET STATED FINANCIAL AID ELIGIBILITY REQUIREMENTS. FOR THE FISCAL YEAR ENDED AUGUST 31, 2023 (FY 2023), NEARLY 50% OF UNDERGRADUATE WERE AWARDED NEED-BASED FINANCIAL AID WHILE OVER 80% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL SUPPORT, WITH A TOTAL OF $835 MILLION OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. STUDENT FINANCIAL AID TO GRADUATE AND UNDERGRADUATE STUDENTS INCREASED BY $24 MILLION TO $425 MILLION IN FY 2023 IN LINE WITH THE INCREASE IN TUITION AND ROOM AND BOARD RATES, AND THE INCREASE IN ENROLLMENT. IN ADDITION, UNDER THE UNIVERSITY'S EXPANDED FINANCIAL AID PROGRAMS, THE AVERAGE AID PER RECIPIENT INCREASED AS COMPARED TO THE PRIOR FISCAL YEAR. THE UNIVERSITY ALSO PROVIDED SUPPORT IN THE FORMS OF STIPENDS, TEACHING AND RESEARCH ASSISTANTSHIPS AND RELATED ALLOWANCES FOR TUITION OF $410 MILLION IN FY 2023. GRANTS TO ORGANIZATIONS ARE PRIMARILY IN THE FORM OF RESEARCH SUBAWARDS. SUBAWARDS ARE PAYMENTS TO THIRD PARTY RECIPIENTS FOR PERFORMING A PORTION OF A STANFORD RESEARCH PROGRAM, MOST OFTEN A SPONSORED-RESEARCH PROJECT. MANY SUBAWARDS ARE AGREEMENTS FOR CONTRACTUALLY DEFINED DELIVERABLES, USUALLY REQUIRING HIGHLY SPECIFIC EXPERTISE. AS SUCH, THEY COULD BE DESCRIBED AS RESEARCH CONTRACTS. HOWEVER, CERTAIN SUBAWARDS ARE CATEGORIZED AS GRANTS, DEPENDING ON THE NATURE OF THE ORIGINATING PRIME FUNDING SOURCE, SINCE THE TERMS AND CONDITIONS OF THE ORIGINATING FUNDING SOURCE GENERALLY FLOW THROUGH TO THE SUBAWARD. ACCORDINGLY, GRANT-FUNDED SUBAWARDS ARE REPORTED IN PART II. CONTRACT-FUNDED SUBAWARDS TO FOREIGN RECIPIENTS ARE REPORTED IN PART I, LINE 3 AS PROGRAM SERVICES - RESEARCH. GRANTS REPORTED ON SCHEDULE F ARE DIRECTLY TRACKED AND SOURCED FROM THE ACCOUNTING SYSTEM. IT IS CURRENTLY NOT POSSIBLE TO REPORT EXHAUSTIVELY ALL GRANTS TO FOREIGN INDIVIDUALS OR ORGANIZATIONS OR TO DOMESTIC INDIVIDUALS OR ORGANIZATIONS WITH DESIGNATED FOREIGN BENEFICIARIES. SEE BELOW FOR FURTHER EXPLANATION OF THE METHOD USED TO ACCOUNT FOR GRANTS ON PART II AND III. 4.FUNDRAISING: FUNDRAISING INCLUDES EXPENSES DIRECTLY INCURRED IN THE REGION FOR FUNDRAISING ACTIVITIES. |
| PART II: METHOD USED TO ACCOUNT FOR GRANTS TO ORGANIZATIONS | SUBAWARDS ARE SEPARATELY TRACKED IN THE ACCOUNTING SYSTEM WITH THE IDENTIFICATION OF THE FUNDING SOURCE OF THE SUBAWARD (I.E., GRANT VS. CONTRACT) SEPARATELY TRACKED IN THE UNIVERSITY'S SPONSORED RESEARCH SYSTEM. INCLUDED IN PART II ARE DIRECT GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. THE UNIVERSITY DOES NOT TRACK WHETHER GRANTS TO ORGANIZATIONS WITHIN THE U.S. ARE MADE FOR THE PURPOSE OF PROVIDING GRANTS TO FOREIGN ORGANIZATIONS. SUBAWARDS ARE SUBJECT TO THE MONITORING PROCEDURES DISCUSSED IN PART V WITH RESPECT TO PART I, LINE 2 REGARDLESS OF WHETHER THE RECIPIENT WILL FURTHER SUBAWARD FUNDS IN ORDER TO ACCOMPLISH THE PURPOSES OF THE AWARD. |
| PART III: METHOD USED TO ACCOUNT FOR GRANTS TO INDIVIDUALS | PAYMENTS TO INDIVIDUALS OUTSIDE OF THE U.S. ARE TRACKED IN THE PAYABLES SUB-LEDGER OF THE ACCOUNTING SYSTEM. GRANT DISBURSEMENTS TO STUDENTS AND FACULTY ARE TRACKED AT A SUMMARY LEVEL IN THE ACCOUNTING SYSTEM. THE AWARDING AND MONITORING OF INDIVIDUAL GRANT FUNDS IS A DECENTRALIZED ACADEMIC PROGRAM LEVEL RESPONSIBILITY AND IT IS NOT FEASIBLE TO ENSURE COMPLETE REPORTING OF THOSE DETAILS AS THEY ARE NOT RECORDED IN THE ACCOUNTING SYSTEM THE NUMBER OF RECIPIENTS REPORTED IN PART III REFLECT IDENTIFIABLE ACTUAL RECIPIENTS OF THOSE PROGRAMS, OR OTHER IDENTIFIED STUDENT RECIPIENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| MARA MCCLELLAN | ||||||
| 2842 ASHBY AVENUE | BERKELEY | CA | 94705 | CONSULTING | false | $32,563 |
| THE STELTER COMPANY | ||||||
| 10435 NEW YORK AVENUE | DES MOINES | IA | 50322 | BROCHURES | false | $51,824 |
| JD SCHRAMM COMMUNICATIONS | ||||||
| 702 LAS OVEJAS AVENUE | SAN RAFAEL | CA | 94903 | CONSULTING | false | $11,500 |
| ONE SIXTY OVER NINETY LLC | ||||||
| 510 WALNUT STREET 19TH FLOOR | PHILADELPHIA | PA | 19106 | BRANDING | false | $2,334,721 |
| MJM PARTNERS | ||||||
| 40 PALMER LANE | PORTOLA VALLEY | CA | 94028 | PLANNING & MANAGEMENT | false | $20,996 |
| LORI L ASHCROFT | ||||||
| 5913 WILLOUGHBY AVENUE | LOS ANGELES | CA | 90038 | ARTWORK DESIGNS | false | $9,658 |
| ANDREAS RAMOS | ||||||
| 4031 PARK BOULEVARD | PALO ALTO | CA | 94306 | CONSULTING | false | $30,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $2,492,107 | TotalRetainedByContractorsAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | INNOVATE SUMMIT | Event1Nm |
| Gross Receipts Event1 | $890,003 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $213,528 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $676,475 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $45,662 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $139,186 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $299,019 | OtherDirectExpensesEvent1Amt |
| Event2 | HARVEST AUCTION | Event2Nm |
| Gross Receipts Event2 | $457,430 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $210,961 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $246,469 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $14,891 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $35,891 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $320 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $43,301 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $561,307 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $492,872 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $68,435 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,155 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $19,773 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $108,362 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $16,061 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $419,117 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,908,740 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $917,361 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $991,379 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,155 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,326 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $283,439 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,381 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $761,437 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,143,738 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$152,359 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (103 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLALKLE CT | SARASOTA | FL | 34240 | 650115814 | 501(C)(3) | $10,000 | CAMPAIGN SUPPORT |
| ALL SAINTS DAY SCHOOL | |||||||
| 8060 CARMEL VALLEY RD | CARMEL | CA | 93923 | 770296750 | 501(C)(3) | $50,000 | CAMPAIGN SUPPORT |
| AMERICAN ENDOWMENT FOUNDATION | |||||||
| 5700 DARROW RD STE 118 | HUDSON | OH | 44236 | 341947398 | 501(C)(3) | $1,000,000 | GENERAL SUPPORT |
| AMERICAN FEDERATION CHILDREN GROWTH FUND | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 941410715 | 522111508 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| AMERICAN FDS OXFORD CENTRE HEBREW JEWISH | |||||||
| CO 279 FRANKLIN ST | NEWTON | MA | 02458 | 132943469 | 501(C)(3) | $25,000 | SCHOLARSHIP SUPPORT |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $25,000 | IT SUPPORT |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | |||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | 237270753 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | |||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | 237270753 | 501(C)(3) | $50,000 | CENTER SUPPORT |
| AMERICA'S CHARITIES | |||||||
| 14383 NEWBROOK DRIVE | CHANTILLY | VA | 20151 | 541517707 | 501(C)(3) | $50,000 | PROJECT SUPPORT |
| AOPA FOUNDATION | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 217014756 | 208817225 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| ASSU CASH DEPOSIT FUND | |||||||
| 520 LASUEN MALL STE 103 | STANFORD | CA | 94305 | 941279777 | 501(C)(3) | $15,000 | ASSOCIATION SUPPORT |
| BEHUMANKINDNESS | |||||||
| 2513 HIGHVIEW TERRACE | FORT WORTH | TX | 76109 | 881943134 | 501(C)(3) | $25,000 | ORG. ANGEL SUPPORT |
| BROADWAY DREAMS | |||||||
| 8965 BROCKHAM WAY | ALPHARETTA | GA | 30022 | 264771520 | 501(C)(3) | $11,250 | SHOWCASE SUPPORT |
| CALMATTERS | |||||||
| 1017 L ST 261 9TH FL | SACRAMENTO | CA | 95814 | 472474086 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| CHABAD NP | |||||||
| 115 MONTE DIABLO AVE | SAN MATEO | CA | 94401 | 208178258 | 501(C)(3) | $125,000 | NEW BUILDING |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 110 EMBARCADERO | SAN FRANCISCO | CA | 94105 | 940399260 | 501(C)(3) | $63,590 | FUND SUPPORT |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $100,000 | COLLEGE SUPPORT |
| DUKE UNIVERSITY | |||||||
| BOX 104132 | DURHAM | NC | 27708 | 560532129 | 501(C)(3) | $7,000 | FUND SUPPORT |
| DUKE UNIVERSITY | |||||||
| BOX 104132 | DURHAM | NC | 27708 | 560532129 | 501(C)(3) | $60,000 | GENERAL SUPPORT |
| EDUCARE CALIFORNIA AT SILICON VALLEY | |||||||
| 1399 SANTEE DRIVE | SAN JOSE | CA | 95122 | 455147937 | 501(C)(3) | $25,000 | INITIATIVE SUPPORT |
| FIDELITY INVESTMENT CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MAIL NM43A | BOSTON | MA | 02210 | 110303001 | 501(C)(3) | $60,000 | FUND SUPPORT |
| FIELD INSTITUTE OF TAOS | |||||||
| PO BOX 486 | ARROYO SECO | NM | 87514 | 850442587 | 501(C)(3) | $150,000 | GENERAL SUPPORT |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW | ATLANTA | GA | 303081028 | 586043294 | 501(C)(3) | $125,000 | FUND SUPPORT |
| GIDEON HAUSNER JEWISH DAY SCHOOL | |||||||
| 450 SAN ANTONIO RD | PALO ALTO | CA | 94306 | 770245931 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| GOLDEN GATE PARK GOLF DEVELOPMENT FDN | |||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | 463691298 | 501(C)(3) | $100,000 | CAPITAL PROJECT |
| GRACE LUTHERAN CHURCH | |||||||
| 3149 WAVERLY ST | PALO ALTO | CA | 94306 | 941251133 | 501(C)(3) | $15,000 | FUND SUPPORT |
| GRADUATE THEOLOGICAL UNION | |||||||
| 2400 RIDGE RD | BERKELEY | CA | 94079 | 941581707 | 501(C)(3) | $100,000 | PROGRAM SUPPORT |
| HEALTH CARE PARTNERS | |||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | 946174066 | 501(C)(3) | $112,896 | GENERAL SUPPORT |
| HEALTH CARE PARTNERS | |||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | 946174066 | 501(C)(3) | $92,104 | FUND SUPPORT |
| HEBREW UNION COLLEGE- JIR | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 452202488 | 310537069 | 501(C)(3) | $50,000 | FUND SUPPORT |
| HIGHER GROUND SUN VALLEY INC | |||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | 820512146 | 501(C)(3) | $25,000 | FUND SUPPORT |
| HILLEL AT STANFORD UNIVERSITY | |||||||
| 565 MAYFIELD AVE | STANFORD | CA | 94305 | 770492512 | 501(C)(3) | $30,000 | GENERAL SUPPORT |
| HILLEL AT STANFORD UNIVERSITY | |||||||
| 565 MAYFIELD AVE | STANFORD | CA | 94305 | 770492512 | 501(C)(3) | $60,000 | PROGRAM SUPPORT |
| INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH ST NW | WASHINGTON | DC | 20036 | 521699641 | 501(C)(3) | $20,000 | FUND SUPPORT |
| IRANIAN SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 7531 | MENLO PARK | CA | 94026 | 203100594 | 501(C)(3) | $20,000 | EVENT SUPPORT |
| J DAVID GLADSTONE INSTITUTES | |||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | 237203666 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2150 POST ST | SAN FRANCISCO | CA | 941159004 | 941156528 | 501(C)(3) | $2,000,000 | CAMPAIGN SUPPORT |
| KENNEBUNKPORT CLIMATE INITIATIVE | |||||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | 844244790 | 501(C)(3) | $40,000 | GENERAL SUPPORT |
| LATINO LEADERSHIP ALLIANCE | |||||||
| PO BOX 720425 | SAN JOSE | CA | 95172 | 271892083 | 501(C)(3) | $9,032 | PROGRAM SUPPORT |
| LOST TREE VILLAGE CHARITABLE FOUNDATION | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | 592104920 | 501(C)(3) | $20,000 | FUND SUPPORT |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | $30,000 | FUND SUPPORT |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | 860481941 | 501(C)(3) | $10,000 | FUND SUPPORT |
| MAKING WAVES FOUNDATION | |||||||
| 3045 RESEARCH DR | RICHMOND | CA | 94806 | 680204312 | 501(C)(3) | $350,000 | PROGRAM SUPPORT |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $2,500,000 | CONSTRUCTION SUPPORT |
| MERCY HOUSING CALIFORNIA | |||||||
| 1256 MARKET ST | SAN FRANCISCO | CA | 94012 | 943081666 | 501(C)(3) | $50,000 | CONSTRUCTION SUPPORT |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 939401085 | 942487469 | 501(C)(3) | $25,000 | AWARD SUPPORT |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | 527082731 | 501(C)(3) | $947,281 | FUND SUPPORT |
| NEW YORK UNIVERSITY | |||||||
| 25 W 4TH ST 4TH FL | NEW YORK | NY | 10012 | 135562308 | 501(C)(3) | $7,500 | FINE ARTS |
| NOVA UKRAINE | |||||||
| 963 MEARS CT | STANFORD | CA | 94305 | 465335435 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| PACIFIC RESEARCH INSTITUTE PUBLIC POLICY | |||||||
| PO BOX 60485 | PASADENA | CA | 91116 | 942528433 | 501(C)(3) | $175,000 | RESEARCH/TEACHING |
| PARS EQUALITY CENTER | |||||||
| 1635 THE ALAMEDA | SAN JOSE | CA | 95126 | 272969900 | 501(C)(3) | $30,000 | SCHOLARSHIP SUPPORT |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HWY | MALIBU | CA | 90263 | 951644037 | 501(C)(3) | $150,000 | PROGRAM SUPPORT |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WY | OAKLAND | CA | 94612 | 943136771 | 501(C)(3) | $175,000 | FELLOW SUPPORT |
| PROFESSIONAL CHILDREN'S SCHOOL | |||||||
| 132 W 60TH ST | NEW YORK | NY | 10023 | 131635277 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| PROJECT REDWOOD | |||||||
| 1178 IDYLBERRY RD | SAN RAFAEL | CA | 94903 | 883021934 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| RAFIKI FOUNDATION | |||||||
| PO BOX 1988 | EUSTIS | FL | 32727 | 742477089 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| REDWOOD CITY PAL | |||||||
| 3399 BAY RD | REDWOOD CITY | CA | 94063 | 943229506 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| REJOICE MINISTRIES INTERNATIONAL | |||||||
| 4400 PIERCE DR | NORFOLK | NE | 68701 | 742758469 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 940251813 | 943224127 | 501(C)(3) | $50,000 | PROGRAM SUPPORT |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 940251813 | 943224127 | 501(C)(3) | $250,000 | GENERAL SUPPORT |
| SAINT JOHNS HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTAMONICA BVD | SANTA MONICA | CA | 90404 | 956100079 | 501(C)(3) | $8,800 | PROGRAM SUPPORT |
| SAINT JOHNS HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTAMONICA BVD | SANTA MONICA | CA | 90404 | 956100079 | 501(C)(3) | $50,000 | CENTER SUPPORT |
| SAN FRANCISCO ESTUARY INSTITUTE | |||||||
| 4911 CENTRAL AVE | RICHMOND | CA | 94804 | 942951373 | 501(C)(3) | $7,000 | IT SUPPORT |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | 940836240 | 501(C)(3) | $100,000 | EVENT SUPPORT |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | 940836240 | 501(C)(3) | $127,200 | PROGRAM SUPPORT |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | 940836240 | 501(C)(3) | $1,000,000 | FUND SUPPORT |
| SANTA FE JAZZ | |||||||
| 2001 FORT UNION DR | SANTA FE | NM | 87505 | 471314790 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| SANTA FE JEWISH CENTER-CHABAD | |||||||
| 230 W MANHATTAN AVE | SANTA FE | NM | 87501 | 850446049 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| SCHWAB CHARITABLE FUND | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | 311640316 | 501(C)(3) | $245,000 | GENERAL SUPPORT |
| SPECIAL OPERATIONS FUND | |||||||
| 901 N STUART ST 1200 | ARLINGTON | VA | 22203 | 521765222 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| ST NICHOLAS & ST WILLIAM PARISH | |||||||
| 473 LINCOLN AVE | LOS ALTOS | CA | 94022 | 942734503 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| STONY BROOK FOUNDATION INC | |||||||
| 230 ADMIN BLDG | STONY BROOK | NY | 117941188 | 116077945 | 501(C)(3) | $50,000 | FUND SUPPORT |
| SVHOME | |||||||
| 350 W JULIAN STREET | SAN JOSE | CA | 95110 | 814755729 | 501(C)(3) | $15,000 | AFFORDABLE HOUSING |
| TAOS SPORTS ASSOCIATES INC | |||||||
| PO BOX 3011 | TAOS | NM | 87571 | 850241076 | 501(C)(3) | $150,000 | GENERAL SUPPORT |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | 133541913 | 501(C)(3) | $500,000 | GENERAL SUPPORT |
| THE AMERICAN TURKISH SOCIETY | |||||||
| 66 MESEROLE AVE | BROOKLYN | NY | 11222 | 131978281 | 501(C)(3) | $10,000 | EARTHQUAKE RELIEF |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LN 8TH FL | NEW YORK | NY | 10038 | 130623590 | 501(C)(3) | $18,000 | PROGRAM SUPPORT |
| THE INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY STE 200 | OAKLAND | CA | 94621 | 943008370 | 501(C)(3) | $75,000 | GENERAL SUPPORT |
| THE NONPROFIT HOUSING ASSN OF NORTHERN CAL | |||||||
| 369 PINE STREET | SAN FRANCISCO | CA | 94104 | 942741597 | 501(C)(3) | $20,000 | CONFERENCE SUPPORT |
| THE PANETTA INSTITUTE FOR PUBLIC POLICY | |||||||
| 100 CAMPUS CENTER BLDG | SEASIDE | CA | 93955 | 770495799 | 501(C)(3) | $10,000 | EVENT SUPPORT |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DR | SIMI VALLEY | CA | 93065 | 770054631 | 501(C)(3) | $25,000 | EXHIBITION SUPPORT |
| THE SANTA FE OPERA | |||||||
| PO BOX 2408 | SANTA FE | NM | 875042408 | 850131810 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| THE UC DAVIS FOUNDATION | |||||||
| 202 COUSTEAU PLACE | DAVIS | CA | 95618 | 946081352 | 501(C)(3) | $50,000 | SCHOLARSHIP SUPPORT |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 952250801 | 501(C)(3) | $20,000 | FUND SUPPORT |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | 943213100 | 501(C)(3) | $125,000 | PROJECT REDWOOD |
| TRINITY CHURCH SANTA BARBARA | |||||||
| 1500 STATE ST | SANTA BARBARA | CA | 93101 | 951750018 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| UCSF FOUNDATION | |||||||
| 2001 EMBARCADERO | SAN FRANCISCO | CA | 94133 | 942829914 | 501(C)(3) | $4,000,000 | FUND SUPPORT |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG | WASHINGTON | DC | 20024 | 521309391 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| UNIVERSITY OF CALIFORNIA BERKELEY FDN | |||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | 946090626 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| UNIVERSITY OF CAL OFFICE OF THE PRESIDENT | |||||||
| 1111 FRANKLIN ST 7TH FL | OAKLAND | CA | 94607 | 943067788 | 501(C)(3) | $400,000 | CENTER SUPPORT |
| UNIVERSITY OF NOTRE DAME | |||||||
| 724 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 1720 E 13TH AVE | EUGENE | OR | 974032253 | 936015767 | 501(C)(3) | $25,395 | FUND SUPPORT |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE ST | ROCHESTER | NY | 146113847 | 160743209 | 501(C)(3) | $30,000 | FUND SUPPORT |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | $25,000,000 | FACILITY SUPPORT |
| US OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | 800939841 | 501(C)(3) | $75,000 | GENERAL SUPPORT |
| USPTC EDUCATION & EXCHANGE FOUNDATION | |||||||
| 2625 MIDDLEFIELD RD | PALO ALTO | CA | 94306 | 852060116 | 501(C)(3) | $40,000 | EVENT SUPPORT |
| VA PALO ALTO HEALTH CARE SYSTEM | |||||||
| 3801 MIRANDA AVE | PALO ALTO | CA | 94304 | 941179505 | 501(C)(3) | $50,000 | TRANSPORT SUPPORT |
| VA PALO ALTO HEALTH CARE SYSTEM | |||||||
| 3801 MIRANDA AVE | PALO ALTO | CA | 94304 | 941179505 | 501(C)(3) | $140,000 | GENERAL SUPPORT |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | 231352688 | 501(C)(3) | $50,000 | FUND SUPPORT |
| VOW FOR GIRLS INC | |||||||
| 1350 AVE OF THE AMERICAS | NEW YORK | NY | 10019 | 831964328 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| WOMENONE LTD | |||||||
| 19 E 88TH ST | NEW YORK | NY | 10128 | 263679243 | 501(C)(3) | $85,000 | GENERAL SUPPORT |
| WOMENS SPORTS FOUNDATION INC | |||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | 237380557 | 501(C)(3) | $25,000 | FUND SUPPORT |
| YALE UNIVERSITY | |||||||
| 230 S FRONTAGE | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | $2,500,000 | CONSTRUCTION SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 94 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 12979 | RecipientCnt |
| Cash Grant | $667,180,554 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANTS AND ASSISTANCE | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 ONE OF THE UNIVERSITY'S HIGHEST PRIORITIES IS TO REMAIN AFFORDABLE AND ACCESSIBLE TO THE MOST TALENTED STUDENTS, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE UNIVERSITY'S ADMISSION PROCESS FOR UNDERGRADUATE STUDENTS FROM THE UNITED STATES IS NEED-BLIND, WHICH MEANS THAT STUDENTS ARE ADMITTED IRRESPECTIVE OF THEIR ABILITY TO PAY; THE UNIVERSITY PROVIDES THE FINANCIAL AID NECESSARY TO MAKE STANFORD AFFORDABLE TO EVERY ADMITTED STUDENT. FOR INTERNATIONAL STUDENTS, THE UNIVERSITY IS NEED-AWARE: STANFORD ANALYZES THE NEED FOR AID AND AIMS TO MEET THE DETERMINED NEED. SINCE 2000, THE UNIVERSITY HAS CONTINUED TO ENHANCE ITS FINANCIAL AID PROGRAMS FOR BOTH ITS UNDERGRADUATE AND GRADUATE STUDENTS. DURING FY23, FAMILIES OF UNDERGRADUATE STUDENTS FROM THE U.S. WITH INCOMES BELOW $150,000 AND ASSETS TYPICAL OF THAT INCOME LEVEL RECEIVE AT LEAST ENOUGH SCHOLARSHIP TO COVER THE COST OF TUITION. THOSE WITH INCOMES BELOW $100,000 WITH TYPICAL ASSETS, WILL NOT HAVE TO PAY TUITION, ROOM OR BOARD. STANFORD PROVIDES VALUABLE FINANCIAL SUPPORT TO ELIGIBLE GRADUATE STUDENTS WHICH ENABLES THEM TO PURSUE THEIR ADVANCED STUDIES. FUNDING MAY TAKE DIFFERENT FORMS, SUCH AS FELLOWSHIPS AND ASSISTANTSHIPS, AND THESE IN TURN FURTHER THEIR GRADUATE PROFESSIONAL DEVELOPMENT AND PROGRESS TO DEGREE COMPLETION. IN THE CASE OF GRADUATE RESEARCH AND TEACHING ASSISTANTSHIPS AS WELL AS FELLOWSHIPS, THE FUNDING COVERS PART OF STANFORD'S TUITION (WHICH IS FREE OF INCOME TAX), IN ADDITION TO PROVIDING A STIPEND OR SALARY THAT HELPS STUDENTS WITH THEIR LIVING EXPENSES. BOTH COMPONENTS ARE ESSENTIAL FOR DOCTORAL STUDENTS IN PARTICULAR, AS IT TAKES SEVERAL YEARS TO GAIN THEIR MASTERY OF SPECIALIZED SKILLS AND CONTENT KNOWLEDGE IN THEIR CHOSEN FIELDS. GRADUATE STUDENT FINANCIAL AID AND OTHER SUPPORT IS AWARDED BASED ON ACADEMIC MERIT AND THE AVAILABILITY OF AID. STANFORD HAS ASSUMED MORE OF THE FINANCIAL WEIGHT OF SUPPORTING ITS GRADUATE STUDENTS. IN FY23, APPROXIMATELY 82% OF GRADUATE STUDENTS RECEIVED FINANCIAL SUPPORT. THE KNIGHT-HENNESSY SCHOLARS PROGRAM IS AN ADDITIONAL SOURCE OF GRADUATE STUDENT SUPPORT. THE PROGRAM PROVIDES FULL FUNDING FOR THREE YEARS TO ENABLE GRADUATE STUDENTS TO PURSUE ADVANCED DEGREES AND DEVELOP THE CAPACITY TO LEAD AND BRING ABOUT POSITIVE CHANGES IN THE WORLD. THE TOTAL FINANCIAL AID INCLUDES $425,415,753 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $243,115,600 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $1,350,799 IN GRANTS TO INDIVIDUALS OUTSIDE THE UNITED STATES. GRANTS LISTED IN PART II ARE PRIMARILY GRANTS MADE FROM DONOR ADVISED FUNDS (DAF). A DAF IS A GIVING ACCOUNT ESTABLISHED AT STANFORD WHICH ALLOWS DONORS TO MAKE A CHARITABLE CONTRIBUTION TO THE UNIVERSITY AS A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEN RECOMMEND GRANTS TO OTHER CHARITIES FROM THE ACCOUNT OVER TIME. WHILE STANFORD HAS LEGAL CONTROL OVER THE FUNDS IN THE ACCOUNT, THE DONOR RETAINS ADVISORY PRIVILEGES WITH RESPECT TO THE DISTRIBUTION OF FUNDS. ANY GRANTS MADE AT THE REQUEST OF THE DONOR ARE REVIEWED AND APPROVED BY SENIOR OFFICIALS IN THE UNIVERSITY OFFICE OF DEVELOPMENT PRIOR TO DISBURSEMENT. ONLY GRANTS MADE DURING THE TAX YEAR ARE REPORTED ON SCHEDULE I. SUB-GRANTS STANFORD OCCASIONALLY RECEIVES GRANT SUPPORT THAT IS DISBURSED TO OTHER INDIVIDUALS OR ENTITIES PER THE TERMS OF THE AWARD. IN MOST CASES, PRIOR TO THE GRANT TO STANFORD, THE UNIVERSITY WILL PROVIDE THE GRANTING ENTITY WITH A LIST OF SUCH CONTEMPLATED RECIPIENTS. GENERALLY, AS WORK ON THE GRANT PROGRESSES, CHANGES TO THESE RECIPIENTS MUST BE APPROVED BY THE GRANTING AGENCY. DUE TO THESE REVIEW REQUIREMENTS OF THE GRANTING AGENCY, STANFORD DOES NOT REPORT SUCH PAYMENTS ON FORM 990, SCHEDULE I. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC TESSIER-LAVIGNE | ||||||||||||||
| PRESIDENT/TRUSTEE THRU 8/31/23 | $1,528,003 | $0 | $100,000 | $0 | $0 | $0 | $595,858 | $0 | $185,215 | $0 | $2,409,076 | $0 | $0 | $0 |
| RYAN M ADESNIK | ||||||||||||||
| VP GOVERNMENT AFFAIRS | $396,861 | $0 | $72,000 | $0 | $0 | $0 | $43,417 | $0 | $54,217 | $0 | $566,495 | $0 | $0 | $0 |
| DEBORAH CULLINAN | ||||||||||||||
| VP OF ARTS | $340,876 | $0 | $72,250 | $0 | $0 | $0 | $2,500 | $0 | $25,854 | $0 | $441,480 | $0 | $0 | $0 |
| JON DENNEY | ||||||||||||||
| VP DEVELOPMENT | $713,693 | $0 | $192,500 | $0 | $0 | $0 | $93,000 | $0 | $40,611 | $0 | $1,039,804 | $0 | $0 | $0 |
| PERSIS DRELL | ||||||||||||||
| PROVOST | $985,740 | $0 | $0 | $0 | $2,116,975 | $0 | $58,688 | $0 | $168,643 | $0 | $3,330,046 | $0 | $1,083,333 | $0 |
| FARNAZ KHADEM | ||||||||||||||
| VP COMMUNICATION | $429,378 | $0 | $79,250 | $0 | $26,667 | $0 | $102,867 | $0 | $38,095 | $0 | $676,257 | $0 | $0 | $0 |
| RANDALL LIVINGSTON | ||||||||||||||
| VP BUS AFFAIRS/CFO | $842,924 | $0 | $44,563 | $0 | $0 | $0 | $206,367 | $0 | $39,051 | $0 | $1,132,905 | $0 | $0 | $0 |
| ROBERT C REIDY | ||||||||||||||
| VP LAND, BUILDINGS & REAL EST | $630,586 | $0 | $382,961 | $0 | $760,747 | $0 | $97,167 | $0 | $20,935 | $0 | $1,892,396 | $0 | $654,444 | $0 |
| STEPHEN STREIFFER | ||||||||||||||
| VP OF SLAC | $346,707 | $0 | $57,750 | $0 | $23,430 | $0 | $2,500 | $0 | $16,182 | $0 | $446,569 | $0 | $0 | $0 |
| MARTIN SHELL | ||||||||||||||
| VP & CHIEF ERO | $782,432 | $0 | $291,400 | $0 | $363,133 | $0 | $223,833 | $0 | $103,884 | $0 | $1,764,682 | $0 | $183,444 | $0 |
| ROBERT F WALLACE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER, SMC | $1,104,931 | $0 | $2,369,666 | $0 | $1,571,327 | $0 | $907,491 | $0 | $520,828 | $0 | $6,474,243 | $0 | $608,884 | $0 |
| HOWARD WOLF | ||||||||||||||
| PRES. OF STANFORD ALUM. ASSOC. | $514,829 | $0 | $152,907 | $0 | $0 | $0 | $63,833 | $0 | $51,079 | $0 | $782,648 | $0 | $0 | $0 |
| ELIZABETH ZACHARIAS | ||||||||||||||
| VP HUMAN RESOURCES | $454,968 | $0 | $104,650 | $0 | $28,090 | $0 | $73,833 | $0 | $63,804 | $0 | $725,345 | $0 | $0 | $0 |
| DEBRA ZUMWALT | ||||||||||||||
| VP GENERAL COUNSEL | $858,378 | $0 | $44,607 | $0 | $0 | $0 | $152,853 | $0 | $17,679 | $0 | $1,073,517 | $0 | $0 | $0 |
| LLOYD B MINOR | ||||||||||||||
| VP OF MED. AFF.,APPT.08/28/23 | $2,126,523 | $0 | $363,000 | $0 | $1,908,808 | $0 | $30,500 | $0 | $41,991 | $0 | $4,470,822 | $0 | $1,300,000 | $0 |
| FRANK HANLEY | ||||||||||||||
| CHIEF, PED CARDIOTHORACIC | $2,007,532 | $0 | $2,930,000 | $0 | $46,433 | $0 | $29,313 | $0 | $30,115 | $0 | $5,043,393 | $0 | $0 | $0 |
| JAY KANG | ||||||||||||||
| SR. MD, SMC | $778,536 | $0 | $1,367,000 | $0 | $530,083 | $0 | $338,211 | $0 | $48,026 | $0 | $3,061,856 | $0 | $158,326 | $0 |
| DAVID SHAW | ||||||||||||||
| DIR. FOOTBALL, THRU 11/27/22 | $6,274,567 | $0 | $800,000 | $0 | $6,844 | $0 | $30,390 | $0 | $42,416 | $0 | $7,154,217 | $0 | $0 | $0 |
| TARA VANDERVEER | ||||||||||||||
| DIRECTOR OF WOMEN'S BASKETBALL | $1,757,133 | $0 | $1,043,823 | $0 | $13,497 | $0 | $584,368 | $0 | $29,237 | $0 | $3,428,058 | $0 | $0 | $0 |
| YIPING WOO | ||||||||||||||
| PROF. & CHAIR, CARDIO SURGERY | $1,606,152 | $0 | $595,243 | $0 | $668,204 | $0 | $18,943 | $0 | $51,567 | $0 | $2,940,109 | $0 | $0 | $0 |
| BRADLEY HAYWARD | ||||||||||||||
| FORMER INTERIM VP COMMUN. | $281,705 | $0 | $26,309 | $0 | $30,000 | $0 | $29,261 | $0 | $55,943 | $0 | $423,218 | $0 | $0 | $0 |
| HOWARD B PEARSON | ||||||||||||||
| FORMER INTERIM VP DEVT. | $256,730 | $0 | $62,670 | $0 | $0 | $0 | $28,938 | $0 | $16,433 | $0 | $364,771 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS, COMPANION AND CHARTER TRAVEL STANFORD UNIVERSITY TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES, INCLUDING PERSONS LISTED ON FORM 990, PART VII, LINE 1A, TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL. FIRST CLASS TRAVEL IS AUTHORIZED IN SOME INSTANCES, SUCH AS ON INTERNATIONAL FLIGHTS OVER A CERTAIN LENGTH, IF NO BUSINESS CLASS SERVICE IS AVAILABLE ON THE FLIGHT. FIRST CLASS TRAVEL IS ALSO AUTHORIZED IN CASE OF A MEDICAL NEED OR OTHER EXIGENCY APPROVED BY THE PROVOST. IN ADDITION, THE PRESIDENT HAS PERMISSION TO FLY FIRST CLASS ON CERTAIN DOMESTIC FLIGHTS DEPENDING ON LENGTH. OCCASIONALLY, THE UNIVERSITY MAY PURCHASE CHARTERED AIRCRAFT SERVICES WHEN DEEMED APPROPRIATE FOR THE CONDUCT OF UNIVERSITY BUSINESS AND PURSUANT TO UNIVERSITY POLICY RELATED TO CHARTER TRAVEL. IN COMPLIANCE WITH THE UNIVERSITY'S TRAVEL POLICY DESCRIBED ABOVE, TWO EMPLOYEES LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES DURING CALENDAR YEAR 2022. IN GENERAL, COMPANION TRAVEL IS REIMBURSABLE ONLY IF THE ACCOMPANYING PERSON HAS A POSITION WITH THE UNIVERSITY AND IS TRAVELING TO MAKE A SIGNIFICANT CONTRIBUTION IN FURTHERANCE OF UNIVERSITY BUSINESS. EXCEPTIONS TO THIS POLICY ARE RARE AND MUST BE APPROVED IN ADVANCE OF TRAVEL BY THE PROVOST. ONE EMPLOYEE LISTED ON PART VII RECEIVED COMPANION TRAVEL DURING CALENDAR YEAR 2022. NON-TAXABLE HOUSING/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT AND THE PROVOST ARE REQUIRED TO LIVE ON CAMPUS. THESE RESIDENCES ARE USED FREQUENTLY FOR UNIVERSITY BUSINESS INCLUDING OFFICIAL GATHERINGS OF FACULTY, STAFF, STUDENTS, ALUMNI, DONORS AND THEIR FAMILIES. WHERE APPLICABLE AND AS PART OF A PROGRAM OF APPROPRIATE AND REGULAR MAINTENANCE OF THESE HOUSES, THE UNIVERSITY PROVIDES CLEANING SERVICE FOR THE PUBLIC AND PRIVATE AREAS. THE UNIVERSITY HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE ESTIMATED RENTAL VALUE OF HOUSING BASED UPON THE PREVAILING RENTAL RATES IN THE LOCAL AREA, AND WHERE APPLICABLE, ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE AND UTILITIES DURING CALENDAR YEAR 2022. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2022: FARNAZ KHADEM, FRANK HANLEY, LLOYD B. MINOR, BRADLEY HAYWARD, ROBERT F. WALLACE, STEPHEN STREIFFER, ELIZABETH ZACHARIAS, AND TARA VANDERVEER. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 4B | DEFERRED COMPENSATION PLAN PROVISIONS CERTAIN OFFICERS AND OTHERS LISTED IN PART VII, SECTION A, LINE 1A PARTICIPATE IN A DEFERRED COMPENSATION PLAN. AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). IN GENERAL, PER THE INSTRUCTIONS FOR SCHEDULE J, PART II, COLUMN (C), DEFERRED COMPENSATION IS TREATED AS EARNED RATABLY OVER THE PERIOD OF SERVICE REQUIRED FOR VESTING. A MONTHLY CONVENTION HAS BEEN USED TO PRORATE AMOUNTS OVER THE APPLICABLE VESTING PERIOD. COLUMN (C) DOES NOT INCLUDE AMOUNTS DEFERRED IN A CALENDAR YEAR TO A DATE ON OR BEFORE MARCH 15TH OF THE FOLLOWING CALENDAR YEAR. THE NET EFFECT OF APPLYING THE FOREGOING RULES AND CONVENTIONS, AND DIFFERING VESTING SCHEDULES, IS THAT DEFERRED COMPENSATION REPORTED IN COLUMN (C) FOR AN INDIVIDUAL MAY VARY OVER TIME. DEFERRED COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN (C), AS DESCRIBED ABOVE, AND IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III), AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THEIR DEFERRED COMPENSATION ACCOUNT DURING CALENDAR YEAR 2022: ROBERT F. WALLACE, $1,562,901; ROBERT C. REIDY, $760,747; MARTIN SHELL, $363,133; JAY KANG, $530,083; PERSIS DRELL, $2,116,975; LLOYD MINOR, $1,901,224. SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERPS) THE UNIVERSITY PROVIDES PRESIDENT MARC TESSIER-LAVIGNE WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS OTHER RETIREMENT BENEFITS. THE SERP WILL BE EARNED GRADUALLY OVER HIS TERM OF SERVICE AS PRESIDENT. BY CONTINUING TO SERVE AS PRESIDENT IN FY2023, THE PRESIDENT BECAME ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 10% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY AS PRESIDENT. THIS SERP BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. THE VALUE OF THE BENEFIT ACCRUED UNDER THE SERP FOR THE YEAR ENDED DECEMBER 31, 2022 WAS $523,691. |
| PART I, LINE 7 AND PART II, COLUMN (B)(II) | VARIABLE COMPENSATION OF SCHOOL OF MEDICINE FACULTY TOTAL COMPENSATION FOR FACULTY IN THE SCHOOL OF MEDICINE IS MADE UP OF THE FOLLOWING INTEGRAL COMPONENTS: SALARY AND BENEFITS, ADMINISTRATIVE SUPPLEMENTS, AND BONUSES AWARDED UNDER DEPARTMENTAL PLANS. BASE SALARY IS BASED ON ACADEMIC RANK (E.G., PROFESSOR, ASSISTANT PROFESSOR). A VARIABLE COMPONENT OF SALARY IS DETERMINED BY THE CONTRIBUTION OF THE INDIVIDUAL TO THE DEPARTMENT/DIVISION AND THE CLINICAL SPECIALTY OF THE FACULTY MEMBER. OTHER SALARY SUPPLEMENTS ARE OCCASIONALLY USED TO PROVIDE FOR COMPENSATION GIVEN UP BY A FACULTY MEMBER WHEN ASSUMING A POSITION AT STANFORD. ADMINISTRATIVE SUPPLEMENTS ARE PAID TO FACULTY WHO TAKE ON DUTIES WHICH ARE OUTSIDE THEIR USUAL FACULTY RESPONSIBILITIES AND OUTSIDE NORMAL COMMITTEE WORK. INCENTIVE BONUSES ARE CONSIDERED A FUNDAMENTAL COMPONENT OF TOTAL COMPENSATION. THEY ARE PAID OUT BY THE DEPARTMENTS BASED ON THE DEPARTMENTS' INCENTIVE BONUS PLAN MEASURING THE FACULTY MEMBER'S EFFORTS IN ADMINISTRATIVE LEADERSHIP, CLINICAL, RESEARCH, AND/OR TEACHING AREAS AS DEFINED BY THE PLAN. IN ADDITION, THE DEAN HAS A BONUS PLAN FOR CLINICAL CHAIRS BASED ON ACHIEVEMENT OF LEADERSHIP GOALS. SOME DEPARTMENTS HAVE "ON-CALL"COVERAGE" BONUSES TO PROVIDE COMPENSATION FOR A FACULTY MEMBER'S PROVIDING OFF-HOURS COVERAGE. VARIABLE COMPENSATION OF INVESTMENT PROFESSIONALS A PORTION OF THE COMPENSATION PAID TO EACH LISTED INVESTMENT PROFESSIONAL AT STANFORD MANAGEMENT COMPANY (SMC) IS BASED ON A COMBINATION OF THREE FACTORS: MERGED POOL ANNUALIZED PERFORMANCE VERSUS A BENCHMARK PORTFOLIO, MERGED POOL ANNUALIZED PERFORMANCE VERSUS THE PERFORMANCE OF CERTAIN OTHER COLLEGE AND UNIVERSITY ENDOWMENT INVESTMENT POOLS IN THE UNITED STATES, AND INDIVIDUAL PERFORMANCE. VARIABLE COMPENSATION OF ATHLETICS PROFESSIONALS LISTED ATHLETICS PROFESSIONALS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON FACTORS INCLUDING THE ACADEMIC PERFORMANCE OF THE STUDENT-ATHLETES, ATHLETIC PERFORMANCE, ATTENDANCE AT ATHLETIC EVENTS, AND/OR LEADERSHIP, AS PROVIDED IN THE PROFESSIONALS' COMPENSATION AGREEMENTS. VARIABLE COMPENSATION OF DEVELOPMENT PROFESSIONALS LISTED DEVELOPMENT PROFESSIONALS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON PERFORMANCE AGAINST METRICS INCLUDING NEW DEVELOPMENT ACTIVITY, THREE-YEAR AVERAGE CASH RESULTS, AND ONE-YEAR CASH RESULTS. VARIABLE COMPENSATION OF OFFICERS AND OTHERS OFFICERS AND OTHERS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON PERFORMANCE. CURRENT YEAR BONUS AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). SUCH AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) RATABLY OVER THE PERIOD OF TIME REQUIRED FOR VESTING AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. |
| PART II, COLUMN (B)(III) | OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES HOUSING ASSISTANCE AND OTHER MISCELLANEOUS COMPENSATION. THIS DOES NOT INCLUDE VARIOUS ITEMS OF "LISTED PROPERTY" (E.G., COMPUTERS AND PERIPHERALS) THAT STANFORD HAS PROVIDED TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE AND NOT AS COMPENSATION. |
| PART II, COLUMNS (C) AND (D) | LISTED PERSONS ACCRUE FUTURE BENEFITS THAT ARE AVAILABLE TO ALL STANFORD EMPLOYEES, SUCH AS POST-RETIREMENT MEDICAL INSURANCE AND TUITION BENEFITS, AND LISTED PERSONS WHO ARE ALSO FACULTY OR OFFICERS ACCRUE FUTURE BENEFITS SUCH AS SABBATICAL. THESE BENEFITS ARE SUBJECT TO CERTAIN ELIGIBILITY REQUIREMENTS SUCH AS AGE, YEARS OF SERVICE, AND EMPLOYEE CLASSIFICATION. FOR SOME BENEFIT PLANS, THE UNIVERSITY RESERVES THE RIGHT TO CHANGE ELIGIBILITY REQUIREMENTS AND/OR THE NATURE AND EXTENT OF THE BENEFIT BEING PROMISED. THE VALUE OF THESE BENEFITS IS REPORTED FOR EACH LISTED PERSON IN THE YEAR, IF ANY, SUCH BENEFITS ARE RECEIVED. |
| PART II, COLUMN (F) | AMOUNTS APPEARING IN COLUMN (F) ARE DEFERRED COMPENSATION PAYMENTS REPORTED IN COLUMN (C) IN PRIOR YEARS AND THAT ARE REPORTED (A SECOND TIME) IN COLUMN (B)(III) IN THE CURRENT YEAR UPON RECEIPT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S | ||||||||
| A | 521705592 | 130175P89 | 2004-06-24 | $181,196,530 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3 | ||||||||
| B | 521705592 | 130178JD9 | 2007-06-19 | $153,277,097 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 | ||||||||
| C | 521705592 | 130178VU7 | 2010-05-06 | $251,631,228 | SEE SCHEDULE K, PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,790,000 | $0 | $182,429,497 | $0 | $1,198,734 | $0 | $992,205 | $0 | $0 | $147,790,592 | $32,447,966 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $156,107,342 | $0 | $595,440 | $0 | $661,216 | $0 | $0 | $64,355,560 | $90,495,126 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $251,878,327 | $0 | $1,310,928 | $0 | $1,631,228 | $0 | $0 | $112,489,072 | $136,447,099 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00100 | 0.00100 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TAX-EXEMPT BONDS | FOR NEARLY 50 YEARS, STANFORD AND THE MANY COMMUNITIES AND CONSTITUENCIES IT SERVES HAVE BENEFITED FROM TAX-EXEMPT BORROWING THROUGH THE CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY. THE UNIVERSITY USES GENEROUS DONOR GIFTS, UNIVERSITY RESERVES AND TAXABLE DEBT, IN ADDITION TO PROCEEDS FROM TAX EXEMPT BORROWING, TO FUND THE CONSTRUCTION OF ACADEMIC BUILDINGS, RESEARCH SUPPORT FACILITIES, RESIDENCES AND OTHER CAMPUS HOUSING, ROADS AND INFRASTRUCTURE. THESE FACILITIES HAVE, IN TURN, ENABLED THE UNIVERSITY TO ATTRACT OUTSTANDING FACULTY AND STUDENTS AND TO MORE EFFECTIVELY PERFORM INTERDISCIPLINARY RESEARCH DESIGNED TO ADDRESS FUNDAMENTAL WORLD PROBLEMS. THE NEW FACILITIES PROVIDE THE STANFORD COMMUNITY WITH THE MOST ADVANCED TECHNOLOGY AND ENVIRONMENT FOR TEACHING, LEARNING AND RESEARCH. THE FUNDING ALSO HAS PLAYED A KEY ROLE IN ENABLING STANFORD TO MEET SEISMIC AND OTHER FEDERAL AND STATE BUILDING REQUIREMENTS. THE FOLLOWING ARE EXAMPLES OF BUILDINGS FUNDED IN PART THROUGH TAX-EXEMPT DEBT: I. THE YANG YAMAZAKI ENVIRONMENTAL AND ENERGY BUILDING (Y2E2) IS THE HUB OF STANFORD'S ENVIRONMENTAL SUSTAINABILITY TEACHING AND RESEARCH. IT IS A MODEL FOR SUSTAINABILITY BUILDING STANDARDS, USING 37% LESS ENERGY AND 90% LESS POTABLE WATER THAN A TRADITIONALLY CONSTRUCTED BUILDING OF ITS SIZE. Y2E2 WAS THE FIRST CAMPUS BUILDING TO ACHIEVE LEED-EBOM (EXISTING BUILDING: OPERATIONS AND MAINTENANCE) PLATINUM CERTIFICATION. II. THE LI KA SHING CENTER FOR LEARNING AND KNOWLEDGE BRINGS TOGETHER CUTTING-EDGE MEDICINE, MODERN EDUCATION AND ADVANCED TECHNOLOGY TO TRAIN THE PHYSICIANS OF TOMORROW. MEDICAL STUDENTS PRACTICE LIFE-SAVING SKILLS IN REALISTIC SIMULATIONS AND LEARN TO APPLY RESEARCH TO BEDSIDE TREATMENTS. THE CENTER IS A GATHERING PLACE FOR MEDICAL EXPERTS TO SHARE RESEARCH AND HEALTH CARE INSIGHTS AND TO BRING THEIR COMBINED EXPERTISE TO BEAR ON THE WORLD'S GREATEST HEALTH CHALLENGES. III. THE JAMES AND ANNA MARIE SPILKER ENGINEERING AND APPLIED SCIENCES BUILDING FOSTERS COLLABORATIVE DEVELOPMENT IN THE BURGEONING FIELD OF NANOTECHNOLOGY. RESEARCH ACTIVITIES SPAN A BROAD RANGE OF AREAS FROM PHOTONICS AND QUANTUM ENGINEERING TO SINGLE-MOLECULE BIOPHYSICS AND EXPLORATION OF NANOSCALE PROPERTIES AND DEVICES WITH POTENTIAL APPLICATIONS AS DIVERSE AS WATER PURIFICATION, ENERGY CONSERVATION, DRUG DELIVERY AND NATIONAL SECURITY. IV. THE HUANG ENGINEERING CENTER HOUSES THE SCHOOL OF ENGINEERING, WHOSE TIES TO THE HIGH-TECHNOLOGY INDUSTRY CONTINUE TO FUEL THE GROWTH AND ECONOMY OF SILICON VALLEY AND NORTHERN CALIFORNIA. THE SCHOOL OF ENGINEERING IS WORLD RENOWNED FOR PUSHING THE FRONTIERS OF MODERN SCIENCE AND ENGINEERING, ESPECIALLY IN THE FIELDS OF COMPUTER SCIENCE, BIOENGINEERING AND ENVIRONMENTAL SUSTAINABILITY. V. THE LORRY I. LOKEY STEM CELL RESEARCH BUILDING IS THE LARGEST DEDICATED STEM CELL RESEARCH BUILDING IN THE COUNTRY. THE BUILDING HOUSES THE STANFORD STEM CELL BIOLOGY AND REGENERATIVE MEDICINE INSTITUTE, WHICH INTEGRATES RESEARCHERS FROM CANCER, NEUROSCIENCE, CARDIOVASCULAR MEDICINE, TRANSPLANTATION, IMMUNOLOGY, BIOENGINEERING AND DEVELOPMENTAL BIOLOGY. ALL ARE FOCUSED ON MAKING DISCOVERIES IN STEM CELL RESEARCH AND QUICKLY TRANSLATING THEM INTO PRECLINICAL APPLICATIONS, INNOVATIVE THERAPIES AND TREATMENTS. VI. THE MUNGER GRADUATE RESIDENCE IS A FIVE-BUILDING, 358 UNIT RESIDENTIAL COMPLEX FOR APPROXIMATELY 600 STANFORD LAW AND OTHER GRADUATE STUDENTS. IT IS A SIGNIFICANT INVESTMENT BY STANFORD IN MITIGATING TRAFFIC AND OTHER ENVIRONMENTAL CONCERNS AS IT GREATLY REDUCES THE NUMBER OF PEOPLE DRIVING TO CAMPUS DAILY. VII. THE WILLIAM H. NEUKOM BUILDING, WHICH HOUSES THE CLINICS OF THE STANFORD LAW SCHOOL, OPENED IN 2011 AND WAS BUILT TO SATISFY THE EQUIVALENT OF A LEED GOLD CERTIFICATION FOR SUSTAINABILITY. THE BUILDING USES 30% LESS ENERGY THAN REQUIRED BY CODE. THE BUILDING HOUSES THE MILLS LEGAL CLINIC, WHICH INCLUDES 11 CLINICS THAT TEACH THROUGH EXPERIENTIAL EDUCATION. LAW STUDENTS LEARN THE PRACTICE OF LAW BY REPRESENTING, FOR INSTANCE, LOW-INCOME OR INDIGENT PEOPLE IN CIVIL AND CRIMINAL LITIGATIONS, AND BY PROVIDING LEGAL COUNSEL ON ENVIRONMENTAL ISSUES, INTELLECTUAL PROPERTY, HUMAN RIGHTS, IMMIGRATION, NONPROFIT CORPORATE GOVERNANCE, EDUCATION, AND RELIGIOUS FREEDOM. VIII. STANFORD ENERGY SYSTEM INNOVATIONS (SESI) IS A STATE-OF-THE-ART ENERGY SYSTEM EMPLOYING HEAT RECOVERY, RENEWABLE ELECTRICITY, AND ADVANCED CONTROLS TO SERVE THE POWER, HEATING AND COOLING NEEDS OF THE UNIVERSITY. IT INCLUDES A CENTRAL ENERGY FACILITY AND ELECTRICAL SUBSTATION, ENERGY DISTRIBUTION INFRASTRUCTURE AND MARKET-BASED ENERGY PROCUREMENT PROGRAM. SESI REDUCES STANFORD'S GREENHOUSE GAS EMISSIONS BY 68% AND WATER USE BY 15%. SESI HAS RECEIVED THE HIGHEST HONORS AT THE REGIONAL, STATE AND NATIONAL LEVELS FOR ENERGY ECONOMICS, EFFICIENCY AND SUSTAINABILITY, INCLUDING THE STATE OF CALIFORNIA GOVERNOR'S ENVIRONMENT AND ECONOMIC LEADERSHIP AWARD AND THE ENERGY EFFICIENCY GLOBAL FORUM, ALLIANCE TO SAVE ENERGY: ENERGY EFFICIENCY VISIONARY AWARD, AMONG OTHERS. IX. THE SAPP CENTER FOR TEACHING AND LEARNING OFFERS ADAPTIVE CLASSROOMS FOR CHEMISTRY AND BIOLOGY, RECOGNIZING THEIR INEXTRICABLE LINK IN LIFE SCIENCES' RESEARCH AND IN MEDICINE. IT ALLOWS STUDENTS TO BUILD STRONG FOUNDATIONS IN THESE SCIENCES AND LEARN TO THINK. CREATIVELY ACROSS DISCIPLINES. THE 60,000 SQUARE FOOT BUILDING INCLUDES A 300 SEAT AUDITORIUM, LABORATORY SPACE, A SCIENCE LIBRARY COMBINING THE UNIVERSITY'S BIOLOGY, CHEMISTRY, MATHEMATICS, STATISTICS AND CHEMICAL ENGINEERING COLLECTIONS AND AMPLE STUDY SPACE. X. STANFORD'S LARGEST-EVER HOUSING DEVELOPMENT, ESCONDIDO VILLAGE GRADUATE RESIDENCES (EVGR) HAVE FOUR BUILDINGS LOCATED ON THE EAST SIDE OF CAMPUS. THE COMPLEX PROVIDES OVER 2,400 GRADUATE AND UNDERGRADUATE STUDENT BEDS. THIS SIGNIFICANTLY HELPS MEET THE DEMAND FOR SUBSIDIZED ON-CAMPUS HOUSING. |
| FORM 990, SCHEDULE K, PART I, COLUMN F | DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES. REFUND CEFA SERIES L-8 ISSUED 10/31/2000, REFUND CEFA SERIES L-9 ISSUED 10/31/2000, REFUND CEFA TAX EXEMPT COMMERCIAL PAPER REVENUE NOTES ISSUED 3/18/2003. CONVERSION OF SERIES S BONDS ON MAY 15, 2013 FROM VARIABLE RATE TO FIXED RATE AND CANCELLATION OF $9,790,000 AGGREGATE PRINCIPAL AMOUNT OF THE BONDS. COSTS OF ISSUANCE. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1 AND T-3 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. COSTS OF ISSUANCE. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. COSTS OF ISSUANCE. |
| FORM 990, SCHEDULE K, PART II, LINES 3 | TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS. |
| FORM 990, SCHEDULE K, PART III, LINES 4-5 | PRIVATE BUSINESS USE STANFORD UNIVERSITY FINANCES ITS FACILITIES WITH A COMBINATION OF TAX-EXEMPT DEBT, TAXABLE DEBT, GIFTS AND OTHER UNIVERSITY FUNDS. OCCASIONALLY, SOME OF THESE FACILITIES WILL HOUSE ACTIVITIES THAT MAY CONSTITUTE "PRIVATE BUSINESS USE", AS DEFINED IN IRC SECTION 141. FOR INSTANCE, STANFORD MAY RENT A SMALL PORTION OF A FACILITY TO A FOR-PROFIT OPERATOR OF CAFETERIAS (PRIMARILY FOR THE CONVENIENCE OF FACULTY, STAFF, STUDENTS AND THEIR GUESTS). IN OTHER SITUATIONS, STANFORD MAY RECEIVE A GENEROUS CORPORATE GIFT TO FUND A PORTION OF A BUILDING AND MAY CHOOSE TO ACKNOWLEDGE SUCH GENEROSITY BY NAMING A CLASSROOM, LIBRARY OR AUDITORIUM IN HONOR OF THE CORPORATE DONOR. IN SUCH CASES, STANFORD ELECTS THE "UNDIVIDED PORTION ALLOCATION METHOD" DESCRIBED IN TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE 0% and 0.1%. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES S 0.5476% CEFA SERIES T-1&3 0.4314% CEFA SERIES U-1 0.6483% |
| FORM 990, SCHEDULE K, PART IV | FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. FORM 990, SCHEDULE K, PART IV, LINE 2(C) REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES S HAD A REBATE CALCULATION PERFORMED ON DECEMBER 3, 2007. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES T-1 AND T-3 HAD A REBATE CALCULATION PERFORMED ON JULY 21, 2010. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-1 HAD A REBATE CALCULATION PERFORMED ON JUNE 21, 2013. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 | ||||||||
| A | 521705592 | 130178M86 | 2012-04-17 | $99,193,766 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3 | ||||||||
| B | 521705592 | 130178X76 | 2013-05-15 | $351,795,122 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 | ||||||||
| C | 521705592 | 130178X84 | 2013-05-15 | $52,773,978 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 | ||||||||
| D | 521705592 | 1301783W4 | 2014-05-14 | $350,002,728 | SEE SCHEDULE K, PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $99,194,474 | $0 | $0 | $0 | $572,646 | $0 | $0 | $0 | $98,621,828 | $0 | 2003 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $351,884,550 | $0 | $7,095,560 | $0 | $1,247,028 | $0 | $0 | $337,716,686 | $5,825,276 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $52,773,989 | $0 | $0 | $0 | $193,613 | $0 | $0 | $0 | $52,580,376 | $0 | 2003 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $0 | $0 | $350,612,045 | $0 | $4,390,142 | $0 | $0 | $0 | $0 | $342,603,940 | $3,617,963 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | 0 | ||||||||||||
| D | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, PART I, COLUMN F | DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 - REFUND TAXABLE COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES THAT WERE USED TO REFUND TAX-EXEMPT CEFA SERIES Q ISSUED ON 5/3/2001. COSTS OF ISSUANCE. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. COSTS OF ISSUANCE. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 - ADVANCE REFUND CEFA SERIES P BONDS ISSUED ON 3/30/1999 AND PAY COSTS OF ISSUANCE. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. |
| FORM 990, SCHEDULE K, PART II, LINE 3 | TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS. |
| FORM 990, SCHEDULE K, PART III | REFINANCING CEFA SERIES U-2 AND U-4 PROCEEDS WERE USED TO REFINANCE DEBT ISSUED PRIOR TO JANUARY 1, 2003. ACCORDINGLY, PART III IS NOT COMPLETED FOR THESE ISSUES. |
| FORM 990, SCHEDULE K, PART III, LINES 4-5 | PRIVATE BUSINESS USE STANFORD UNIVERSITY FINANCES ITS FACILITIES WITH A COMBINATION OF TAX-EXEMPT DEBT, TAXABLE DEBT, GIFTS AND OTHER UNIVERSITY FUNDS. OCCASIONALLY, SOME OF THESE FACILITIES WILL HOUSE ACTIVITIES THAT MAY CONSTITUTE "PRIVATE BUSINESS USE", AS DEFINED IN IRC SECTION 141. FOR INSTANCE, STANFORD MAY RENT A SMALL PORTION OF A FACILITY TO A FOR-PROFIT OPERATOR OF CAFETERIAS (PRIMARILY FOR THE CONVENIENCE OF FACULTY, STAFF, STUDENTS AND THEIR GUESTS). IN OTHER SITUATIONS, STANFORD MAY RECEIVE A GENEROUS CORPORATE GIFT TO FUND A PORTION OF A BUILDING AND MAY CHOOSE TO ACKNOWLEDGE SUCH GENEROSITY BY NAMING A CLASSROOM, LIBRARY OR AUDITORIUM IN HONOR OF THE CORPORATE DONOR. IN SUCH CASES, STANFORD ELECTS THE "UNDIVIDED PORTION ALLOCATION METHOD" DESCRIBED IN TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE ZERO. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES U-2 0.5773% CEFA SERIES U-3 0.3551% CEFA SERIES U-4 0.3625% CEFA SERIES U-6 0.0000% |
| FORM 990, SCHEDULE K, PART IV | FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. |
| FORM 990, SCHEDULE K, PART IV, LINE 2(C) | REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-2 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-3 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-4 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-6 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 | ||||||||
| A | 521705592 | 130179GV0 | 2016-06-22 | $250,000,550 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1 | ||||||||
| B | 521705592 | 130179SD7 | 2019-04-04 | $599,999,105 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2 | ||||||||
| C | 521705592 | 130179TN4 | 2021-04-28 | $374,997,928 | SEE SCHEDULE K, PART VI | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-3 | ||||||||
| D | 521705592 | 130179UU6 | 2023-06-01 | $299,996,476 | SEE SCHEDULE K, PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $252,402,872 | $0 | $6,606,403 | $0 | $0 | $0 | $0 | $243,394,147 | $2,402,322 | $0 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $602,254,637 | $0 | $11,283,625 | $0 | $0 | $0 | $0 | $338,966,293 | $252,004,719 | $0 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $377,007,841 | $0 | $5,300,653 | $0 | $0 | $0 | $0 | $144,272,328 | $224,115,000 | $3,319,860 | Yes (true) | false | false | Yes (true) |
| D | $0 | $0 | $302,581,061 | $0 | $1,158,447 | $0 | $0 | $0 | $0 | $18,042,106 | $92,073,327 | $191,307,181 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, PART I, COLUMN F | DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. REFUND PRIOR TAXABLE BONDS. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER. NOTES ISSUED ON VARIOUS DATES. REFUND CEFA U-5. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-3 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA T-5. REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON VARIOUS DATES. REPAY REVOLVING LINE OF CREDIT. |
| FORM 990, SCHEDULE K, PART II, LINE 3 | TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS. |
| FORM 990, SCHEDULE K, PART III, LINES 4-5 | PRIVATE BUSINESS USE STANFORD UNIVERSITY FINANCES ITS FACILITIES WITH A COMBINATION OF TAX-EXEMPT DEBT, TAXABLE DEBT, GIFTS AND OTHER UNIVERSITY FUNDS. OCCASIONALLY, SOME OF THESE FACILITIES WILL HOUSE ACTIVITIES THAT MAY CONSTITUTE "PRIVATE BUSINESS USE", AS DEFINED IN IRC SECTION 141. FOR INSTANCE, STANFORD MAY RENT A SMALL PORTION OF A FACILITY TO A FOR-PROFIT OPERATOR OF CAFETERIAS (PRIMARILY FOR THE CONVENIENCE OF FACULTY, STAFF, STUDENTS AND THEIR GUESTS). IN OTHER SITUATIONS, STANFORD MAY RECEIVE A GENEROUS CORPORATE GIFT TO FUND A PORTION OF A BUILDING AND MAY CHOOSE TO ACKNOWLEDGE SUCH GENEROSITY BY NAMING A CLASSROOM, LIBRARY OR AUDITORIUM IN HONOR OF THE CORPORATE DONOR. IN SUCH CASES, STANFORD ELECTS THE "UNDIVIDED PORTION ALLOCATION METHOD" DESCRIBED IN TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE ZERO. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES U-7 0.0000% CEFA SERIES V-1 0.0000% CEFA SERIES V-2 0.0000% CEFA SERIES V-3 0.0000% |
| FORM 990, SCHEDULE K, PART IV | FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. |
| FORM 990, SCHEDULE K, PART IV, LINE 2(C) | REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-7 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES V-1 HAD A REBATE CALCULATION PERFORMED ON DECEMBER 24, 2020. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES V-2 HAD AN INTERIM REBATE CALCULATION PERFORMED ON MAY 18, 2023. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (8 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| LLOYD B MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $780,534 | $780,534 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $250,000 | $250,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $100,000 | $100,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $100,000 | $30,000 | false | Yes (true) | Yes (true) |
| FARNAZ KHADEM | |||||||
| OFFICER | HOUSING | Yes (X) | $512,100 | $512,100 | false | Yes (true) | Yes (true) |
| FARNAZ KHADEM | |||||||
| OFFICER | HOUSING | Yes (X) | $170,700 | $170,700 | false | Yes (true) | Yes (true) |
| FARNAZ KHADEM | |||||||
| OFFICER | HOUSING | Yes (X) | $85,350 | $85,350 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,628,684 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ARIA ANVAR | |||
| SEE PART V | $92,867 | COMPENSATION | false |
| KEITH M BAKER | |||
| SEE PART V | $128,857 | COMPENSATION | false |
| ROBERT HASSAN EHSAN | |||
| SEE PART V | $342,638 | COMPENSATION | false |
| ANDRE MARCEL FERNANDEZ | |||
| SEE PART V | $12,300 | COMPENSATION | false |
| MARY HYNES | |||
| SEE PART V | $37,930 | COMPENSATION | false |
| MAREN P PIMENTEL | |||
| SEE PART V | $12,784 | COMPENSATION | false |
| LISA M PEARSON | |||
| SEE PART V | $80,441 | COMPENSATION | false |
| JAMES J WELCH | |||
| SEE PART V | $216,035 | COMPENSATION | false |
| KATHERINE L WOLF | |||
| SEE PART V | $68,938 | COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II | LOANS TO/FROM INTERESTED PERSONS: IN A PROGRAM TO ATTRACT AND RETAIN EXCELLENT FACULTY AND SENIOR STAFF, THE UNIVERSITY PROVIDES HOME MORTGAGE FINANCING ASSISTANCE, PRIMARILY IN THE FORM OF SUBORDINATED LOANS, TYPICALLY IN CONJUNCTION WITH FIRST MORTGAGE LOANS PROVIDED BY PRIVATE LENDERS. THESE LOANS ARE COLLATERALIZED BY DEEDS OF TRUST ON PROPERTIES IN THE REGION SURROUNDING THE UNIVERSITY. DEPENDING ON CIRCUMSTANCES, THE BORROWER WILL RECEIVE A COMBINATION OF LOANS WITH VARYING INTEREST RATE AND PRINCIPAL PAYMENT TERMS. ELIGIBLE FACULTY AND SENIOR STAFF MAY ALSO RECEIVE A TAXABLE STIPEND TO ASSIST IN SERVICING THEIR MORTGAGE DEBT. FROM TIME TO TIME, CERTAIN OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY MAY BE ELIGIBLE FOR SUCH SUPPORT. EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES (COLUMN H). FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN STANFORD AND THE BORROWER (COLUMN I). MORTGAGE TERMS GOVERN THE CALCULATION AND PAYMENT OF INTEREST WHICH APPROXIMATE MARKET RATES. |
| SCHEDULE L, PART III | GRANTS TO INTERESTED PERSONS: THE ONLY GRANT RELATED TRANSACTIONS ARE THOSE IN WHICH AN INTERESTED PERSON PAYS TUITION, ROOM AND/OR BOARD COSTS OR RECEIVES FINANCIAL AID, WORK/STUDY ASSISTANCE, AND/OR RESEARCH GRANTS FOR A STUDENT AT THE UNIVERSITY. SUCH AMOUNTS WOULD BE IN ACCORDANCE WITH FINANCIAL AID OR GRANT PRACTICES AT ARM'S LENGTH, AND ARE PROTECTED UNDER FERPA, THEREFORE, THEY CAN NOT BE DISCLOSED ON PART III. |
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: CERTAIN STANFORD EMPLOYEES HAVE A FAMILY RELATIONSHIP WITH A LISTED PERSON. GENERALLY, SUCH EMPLOYEES WERE EITHER HIRED PRIOR TO THE LISTED PERSON'S EMPLOYMENT WITH STANFORD OR PRIOR TO THEIR APPOINTMENT AS AN OFFICER, TRUSTEE, OR KEY EMPLOYEE OF STANFORD. IN SOME INSTANCES, THE FAMILY MEMBER WAS HIRED CONCURRENTLY WITH THE LISTED PERSON'S EMPLOYMENT AT STANFORD, SUCH AS HIRING BOTH SPOUSES IN ONE RECRUITMENT. IN NO CASE WAS THE LISTED PERSON RESPONSIBLE FOR OR INVOLVED IN THE HIRING OF THE RELATED EMPLOYEE. NEITHER WERE THEY RESPONSIBLE FOR THE COMPENSATION, DIRECTION, EVALUATION OR CONTINUED EMPLOYMENT OF THE RELATED EMPLOYEE OR SELECTION AND COMPENSATION OF AN INDEPENDENT CONTRACTOR. (A) NAME OF THE INTERESTED PERSON: ARIA ANVAR (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF OFFICER FARNAZ KHADEM (C) AMOUNT OF TRANSACTION: $92,867 IN CASH COMPENSATION DURING FISCAL YEAR 2023 EARNED IN HIS POSITION AS PART TIME PHYSICIAN AT ENVIRONMENTAL HEALTH AND SAFETY (EH&S) AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: KEITH M. BAKER (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: FATHER OF TRUSTEE FELIX J. BAKER (C) AMOUNT OF TRANSACTION: $111,366 IN CASH COMPENSATION AND $17,491 IN BENEFITS DURING FISCAL YEAR 2023 EARNED IN HIS POSITION AS PROFESSOR OF HISTORY AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: ROBERT HASSAN EHSAN (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: STEPBROTHER OF TRUSTEE LILY SARAFAN (C) AMOUNT OF TRANSACTION: $286,333 IN CASH COMPENSATION AND $56,305 IN BENEFITS DURING FISCAL YEAR 2023 EARNED IN HIS POSITION AS ASSISTANT COACH OF MEN'S BASKETBALL AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: ANDRE MARCEL FERNANDEZ (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SON OF TRUSTEE HENRY A. FERNANDEZ (C) AMOUNT OF TRANSACTION: $12,300 IN CASH COMPENSATION DURING FISCAL YEAR 2023 EARNED IN HIS POSITION AS TEACHING ASSISTANT OF MANAGEMENT SCIENCE AND ENGINEERING DEPARTMENT AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MARY HYNES (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PRESIDENT AND TRUSTEE, MARC TESSIER-LAVIGNE (C) AMOUNT OF TRANSACTION: $37,930 IN CASH COMPENSATION DURING FISCAL YEAR 2023 EARNED IN HER POSITION AS ASSOCIATE PROFESSOR (RESEARCH) OF BIOLOGY AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MAREN P. PIMENTEL (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: DAUGHTER OF FORMER INTERIM OFFICER, HOWARD B. PEARSON (C) AMOUNT OF TRANSACTION: $12,784 IN CASH COMPENSATION DURING FISCAL YEAR 2023 EARNED IN HER POSITION AS SEASONAL READER OF UNDERGRADUATE ADMISSION AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: LISA PEARSON (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF FORMER INTERIM OFFICER, HOWARD B. PEARSON (C) AMOUNT OF TRANSACTION: $51,870 IN CASH COMPENSATION AND $28,571 IN BENEFITS DURING FISCAL YEAR 2023 EARNED IN HER POSITION AS LECTURER AT LAW SCHOOL AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: JAMES WELCH (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PROVOST, PERSIS DRELL (C) AMOUNT OF TRANSACTION: $202,195 IN CASH COMPENSATION AND $13,840 IN BENEFITS DURING FISCAL YEAR 2023 EARNED IN HIS POSITION AS PHYSICIST AT SLAC NATIONAL ACCELERATOR LABORATORY - STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: KATHERINE L. WOLF (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PRESIDENT OF STANFORD ALUMNI ASSOCIATION HOWARD WOLF (C) AMOUNT OF TRANSACTION: $68,938 IN CASH COMPENSATION DURING FISCAL YEAR 2023 EARNED THROUGH CONSULTING WITH STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1186 | ContributionCnt |
| Noncash Contributions Rpt F990 | $287,972,249 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,739,320 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,357,610 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,200,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSICAL INSTR. | 4 | $274,680 | FAIR MRKT VALUE |
| Yes (X) | COMPUTERS | 2 | $450,000 | FAIR MRKT VALUE |
| Yes (X) | EQUIPMENT. | 4 | $91,795 | FAIR MRKT VALUE |
| Yes (X) | HORSES | 4 | $0 | N/A |
| Yes (X) | TOOLS | 1 | $0 | N/A |
| Yes (X) | CAMERAS | 1 | $0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 29 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I | FormAndLineReferenceDesc |
| Explanation | IN COLUMN B, STANFORD IS REPORTING THE NUMBER OF CONTRIBUTIONS. LINE 32A, USE OF THIRD-PARTY - STANFORD MAY, FROM TIME TO TIME, ENGAGE THIRD PARTIES (E.G., REAL ESTATE BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS. LINE 33, NON-CASH CONTRIBUTIONS - WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, ARTIFACTS, AND THE LIKE, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, LINE K | FORM OF ORGANIZATION THE LELAND STANFORD JUNIOR UNIVERSITY WAS FOUNDED BY SENATOR AND MRS. LELAND STANFORD ON NOVEMBER 11, 1885, IN MEMORY OF THEIR ONLY CHILD, LELAND, JR. THE FOUNDING WAS ACCOMPLISHED BY A GRANT OF ENDOWMENT, KNOWN AS THE FOUNDING GRANT, WHICH CONVEYED IN TRUST TO A BOARD OF TRUSTEES CERTAIN PROPERTIES, DIRECTED THAT A UNIVERSITY BE ESTABLISHED AND OUTLINED THE OBJECTIVES AND GOVERNMENT OF THE UNIVERSITY. SUBSEQUENT LEGISLATION IN THE STATE OF CALIFORNIA GRANTED THE UNIVERSITY CORPORATE POWERS EFFECTIVE 1901. ACCORDINGLY, STANFORD HAS ELECTED TO BE TREATED AS A CORPORATION FOR THE PURPOSES OF THE ADMINISTRATION OF FEDERAL AND STATE INCOME TAX LAW. FORM 990, PART I, LINE 6 VOLUNTEERS THERE ARE THOUSANDS OF ALUMNI AND FRIENDS OF STANFORD UNIVERSITY WHO VOLUNTEERED THEIR SERVICES TO STANFORD OVER THE COURSE OF THE YEAR. EXAMPLES OF THE WIDE SPECTRUM OF VOLUNTEER SERVICES INCLUDE SERVING AS A MEMBER OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, ORGANIZING COMMUNITY SERVICE EVENTS, HELPING PLAN REUNIONS, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 13,000 ALUMNI AND OTHER INDIVIDUALS VOLUNTEERED DURING THE TAX YEAR. FORM 990, PARTS I AND III, LINE 1 ORGANIZATION'S MISSION - CONTINUED FROM PART I, LINE 1 & PART III, LINE 1 STANFORD IS INTERNATIONALLY RECOGNIZED FOR THE QUALITY OF ITS TEACHING AND RESEARCH, ITS DISTINGUISHED FACULTY, AND ITS OUTSTANDING STUDENT BODY. IN THE YEARS SINCE ITS FOUNDING IN 1885, STANFORD HAS GROWN TO OVER 2,323 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,841 UNDERGRADUATE AND 9,688 GRADUATE STUDENTS. THE OBJECTIVE AND PURPOSES OF STANFORD UNIVERSITY, JANE AND LELAND STANFORD WROTE IN THEIR FOUNDING GRANT IN 1885, ARE "TO QUALIFY ITS STUDENTS FOR PERSONAL SUCCESS, AND DIRECT USEFULNESS IN LIFE; ... TO PROMOTE THE PUBLIC WELFARE BY EXERCISING AN INFLUENCE ON BEHALF OF HUMANITY AND CIVILIZATION, TEACHING THE BLESSINGS OF LIBERTY REGULATED BY LAW, AND INCULCATING LOVE AND REVERENCE FOR THE GREAT PRINCIPLES OF GOVERNMENT AS DERIVED FROM THE INALIENABLE RIGHTS OF MAN TO LIFE, LIBERTY, AND THE PURSUIT OF HAPPINESS." |
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $2,695,535,910 INCLUDING GRANTS OF $58,340,690; REVENUE $1,051,621,512) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 17,529 STUDENTS, INCLUDING 7,841 UNDERGRADUATE AND 9,688 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,323-PERSON FACULTY INCLUDES 20 NOBEL LAUREATES ARE CURRENTLY MEMBERS OF THE STANFORD COMMUNITY. STANFORD HAS SEVEN SCHOOLS: BUSINESS, DOERR SCHOOL OF SUSTAINABILITY, EDUCATION, ENGINEERING, HUMANITIES AND SCIENCES, LAW, AND MEDICINE. UNDERGRADUATES CHOOSE AMONG 66 MAJORS AND ARE ENCOURAGED TO LEARN CRITICAL THINKING SKILLS THROUGH RESEARCH. SEVEN SCHOOLS ON ONE CAMPUS OFFER STUDENTS BOUNDLESS OPPORTUNITIES TO PURSUE THEIR PASSIONS AND COLLABORATE ON SOLVING COMPLEX GLOBAL PROBLEMS. IN CLOSE INTERACTION WITH FACULTY, STANFORD STUDENTS CREATE AND APPLY KNOWLEDGE BY THINKING AND DOING, PREPARING FOR LEADERSHIP IN A RAPIDLY CHANGING WORLD. |
| FORM 990, PART III, LINE 4B | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $1,582,978,332 INCLUDING GRANTS OF $21,298,091; $258,950,126 REPORTED REVENUE EXCLUDES FEDERAL RESEARCH SUPPORT.) ORGANIZED RESEARCH: RESEARCH IS INTEGRAL TO THE EDUCATIONAL MISSION OF STANFORD AND INVOLVES FACULTY, GRADUATE STUDENTS, AND UNDERGRADUATES WHO SEEK NEW KNOWLEDGE IN SERVICE TO HUMANITY. STANFORD FACULTY MEMBERS HAVE CONTRIBUTED TO ADVANCEMENTS IN HIGH TECH, INCLUDING THE CREATION OF DIGITAL SUBSCRIBER LINES, IDENTITY-BASED ENCRYPTION, GLOBAL POSITIONING SYSTEMS AND THE REDUCED INSTRUCTION SET COMPUTER, AMONG OTHER DISCOVERIES; DISEASE IDENTIFICATION AND MANAGEMENT, INCLUDING PROGRAMS USED BY MORE THAN 500 ORGANIZATIONS WORLDWIDE CONCERNED WITH CHRONIC HEALTH PROBLEMS SUCH AS ARTHRITIS AND HIV/AIDS; AND GENOME SEQUENCING, INCLUDING DISCOVERIES THAT CREATED THE FIELD OF GENETIC ENGINEERING. TODAY'S STANFORD FACULTY MEMBERS ARE LEADERS IN NEUROSCIENCE, ENERGY, STEM CELL RESEARCH, ARTIFICIAL INTELLIGENCE, NANOTECHNOLOGY, BIOENGINEERING, COMPUTING TECHNOLOGY, REFORM OF OUR NATION'S SCHOOLS AND ENVIRONMENTAL SUSTAINABILITY. THROUGH BOTH BASIC AND APPLIED RESEARCH, STANFORD IS COMMITTED TO PROVIDING NEW KNOWLEDGE THAT FUELS OUR NATIONAL ECONOMY AND TO TRAINING GRADUATE STUDENTS WHO WILL BECOME TOMORROW'S TEACHERS AND RESEARCHERS. ENTREPRENEURIAL STANFORD FACULTY MEMBERS ARE KNOWN FOR THEIR ABILITY TO CROSS INTERDISCIPLINARY BOUNDARIES TO CREATE TEAMS OF RESEARCHERS ABLE TO PROVIDE NEW INSIGHTS TO COMPLEX, WORLDWIDE PROBLEMS. |
| FORM 990, PART III, LINE 4C | STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS (EXPENSES $722,955,462 INCLUDING GRANTS OF $282,922; REVENUE $1,909,937,591.) UNIVERSITY AUXILIARY ACTIVITIES: INCLUDES AMONG OTHERS HEALTH CARE, RESIDENTIAL & DINING ENTERPRISES, AND INTER-COLLEGIATE ATHLETIC PROGRAMS. STANFORD SCHOOL OF MEDICINE FACULTY MEMBERS ARE HEALTH-CARE PRACTITIONERS AS WELL AS TEACHERS, COMBINING EXPERTISE HONED BY RESEARCH WITH THE MOST ADVANCED TECHNOLOGY TO TREAT PATIENTS AT STANFORD HEALTH CARE AND THE LUCILE PACKARD CHILDREN'S HOSPITAL. STANFORD FACULTY AND OTHER HEALTH CARE PROFESSIONALS, PROVIDE APPROXIMATELY 90% OF THE PATIENT CARE AT STANFORD HEALTH CARE AND 95% OF THE PEDIATRIC CARE AT LUCILE PACKARD CHILDREN'S HOSPITAL. RESIDENTIAL & DINING ENTERPRISES (R&DE) IS THE STEWARD OF 5 MILLION SQ FT OF PHYSICAL PLANT (APPROXIMATELY 1/3 OF CAMPUS) AND GENERATES REVENUE PRIMARILY THROUGH STUDENT ROOM AND BOARD. R&DE HOUSES 15,000 STUDENTS AND FAMILIES. R&DE COMPLEMENTS STANFORD'S ACADEMIC PROGRAMS WITH A ROBUST RESIDENTIAL LIVING AND LEARNING ENVIRONMENT. THE UNIVERSITY HAS BEEN INVESTING IN THE RESIDENTIAL EDUCATION PROGRAM TO FOSTER AN ENVIRONMENT OF INTELLECTUAL, EDUCATIONAL, AND COMMUNITY-BUILDING ACTIVITIES IN STUDENT RESIDENCES. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES (EXPENSES $2,225,860,673 INCLUDING GRANTS OF $643,781,076; REVENUE $501,388,803.) STUDENT FINANCIAL AID: INCLUDES MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. SLAC CONSTRUCTION AND OTHER: THE UNIVERSITY MANAGES AND OPERATES THE SLAC NATIONAL ACCELERATOR LABORATORY FOR THE U.S. DEPARTMENT OF ENERGY ("DOE") UNDER A MANAGEMENT AND OPERATING CONTRACT. REVENUES AND EXPENDITURES ARE INCLUDED IN STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS; ASSETS AND LIABILITIES ARE OWNED BY DOE AND THEREFORE EXCLUDED ON STANFORD'S STATEMENT OF FINANCIAL POSITION. ACCORDINGLY, CONSTRUCTION EXPENDITURES ARE RECORDED AS EXPENDITURES HEREIN. |
| FORM 990 PART IV, LINES 12A AND 12B | AUDIT OF CONSOLIDATED FINANCIAL STATEMENTS STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED AUGUST 31, 2023 AND AUGUST 31, 2022 WERE AUDITED BY THE ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS ("PWC"). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, STANFORD'S FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS AND REFLECT THE COMBINED FINANCIAL POSITION AND RESULTS OF THE UNIVERSITY, STANFORD HEALTH CARE AND LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD, INCLUDING THEIR RESPECTIVE CONTROLLED AFFILIATES. IN ADDITION, THE FINANCIAL STATEMENTS PRESENT CONSOLIDATING STATEMENTS THAT DISCLOSE SEPARATELY THE ACCOUNTS OF THE UNIVERSITY AND ITS CONSOLIDATED SUBSIDIARIES. UNDER SEPARATE COVER, THE CONTROLLED AFFILIATES PROVIDE AUDITED FINANCIAL STATEMENTS OF THEIR OWN ACCOUNTS. PWC UTILIZES SEPARATE AUDIT TEAMS TO CONDUCT THE AUDIT ENGAGEMENTS OF STANFORD AND EACH OF THE CONSOLIDATED SUBSIDIARIES. EACH AUDIT IS CONDUCTED BY QUALIFIED PROFESSIONAL ACCOUNTANTS WITH AUDIT PLANS DESIGNED FROM THE SEPARATE ACCOUNTS FOR THE RESPECTIVE ENTITIES, IN ACCORDANCE WITH GENERALLY ACCEPTED AUDITING STANDARDS. |
| FORM 990, PART V, LINE 4B | STANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK AND/OR INVESTMENT ACCOUNTS IN THE FOLLOWING COUNTRIES: CHILE; CHINA; FRANCE; GERMANY; GHANA; HONG KONG; INDIA; ITALY; JAPAN; JERSEY; KENYA; SOUTH AFRICA; SOUTH KOREA; SPAIN; UNITED KINGDOM. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS THE FOLLOWING INDIVIDUALS LISTED ON PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - ANEEL BHUSRI AND JERRY YANG; - MICHAEL C. CAMUNEZ AND LAURENE POWELL JOBS; - MARC S. LIPSCHULTZ AND JAMES D. HALPER. |
| FORM 990, PART VI, SECTION B, LINES 11A & B | REVIEW OF THE FORM 990 THE FORM 990 IS PREPARED BY THE UNIVERSITY'S TAX DEPARTMENT IN CONSULTATION WITH STAKEHOLDERS INTERNAL TO FINANCIAL MANAGEMENT SERVICES AND ACROSS THE UNIVERSITY INCLUDING OFFICE OF DEVELOPMENT, THE OFFICE OF GENERAL COUNSEL, STANFORD MANAGEMENT COMPANY AND UNIVERSITY HUMAN RESOURCES. THE RETURN IS REVIEWED BY EXTERNAL ACCOUNTANTS, OUTSIDE COUNSEL, AND INTERNALLY WITH SENIOR MANAGEMENT INCLUDING THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE, THE CONTROLLER, THE TREASURER AND STANFORD MANAGEMENT COMPANY. THE RETURN IS THEN DISTRIBUTED TO THE BOARD COMMITTEE ON AUDIT, COMPLIANCE AND RISK FOR THEIR REVIEW IN ADVANCE OF THE COMMITTEE MEETING. THE COMMITTEE IS OFFERED AN OPPORTUNITY TO ASK QUESTIONS BOTH AT THE MEETING AND ANYTIME THEREAFTER. SUBSEQUENT TO THE MEETING, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("TRUSTEES"), OFFICERS AND FACULTY MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES THAT ARE STRICTLY ENFORCED TO ENSURE THAT ALL TRANSACTIONS WITH THESE PARTIES ARE ARM'S LENGTH, AND THERE IS NO FAVORABLE TREATMENT OF THE VENDOR AS A RESULT OF THESE RELATIONSHIPS. CONFLICTS OF INTEREST ARE REGULARLY MONITORED, AND APPLICABLE POLICY IS CONSISTENTLY ENFORCED. UNIVERSITY-WIDE COMPLIANCE INITIATIVES INCLUDE TRAINING AND DOCUMENTATION, REQUIRED ANNUAL DISCLOSURE AND FOLLOW-UP; MANAGEMENT CONTROLS; ENTERPRISE RISK MANAGEMENT; REGULAR INTERNAL AND EXTERNAL AUDITS; WHISTLE-BLOWER PROVISIONS; SUPERVISION; AND REVIEW. PERCEIVED VIOLATIONS WOULD BE INVESTIGATED AND ADDRESSED AS APPROPRIATE THROUGH VARIOUS SANCTIONS, INCLUDING FINANCIAL PENALTIES AND TERMINATION, DEPENDING UPON THE NATURE AND DEGREE OF THE CONFLICT. FOR OFFICERS, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH OFFICERS AND THEIR IMMEDIATE FAMILY. WHEN SUCH ASSOCIATIONS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE, IN THE BEST INTERESTS OF THE UNIVERSITY, ANY ACTUAL OR PERCEIVED CONFLICT. FACULTY MUST COMPLY WITH THE FACULTY CONFLICT OF INTEREST POLICY, WHICH REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY AND DISCLOSURE OF INTERESTS IN OUTSIDE ENTITIES THAT ARE SPONSORS OF THEIR TEACHING OR RESEARCH OR OTHER TRANSACTIONS WITH THE UNIVERSITY IN WHICH THEY ARE INVOLVED. ALL PERSONAL FINANCIAL INTERESTS RELATED TO STANFORD ACTIVITIES MUST BE REPORTED, REGARDLESS OF DOLLAR AMOUNT. FOR TRUSTEES, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES IS PERMITTED TO PARTICIPATE IN ANY DECISION RELATING TO AN ENTITY IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. THE CONFLICT OF INTEREST POLICY ALSO PRECLUDES THE UNIVERSITY FROM ENTERING INTO CERTAIN TRANSACTIONS WITH AN ENTITY IN WHICH A TRUSTEE HAS A MATERIAL FINANCIAL INTEREST UNLESS MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT. NAMELY, THE POLICY REQUIRES THAT SUCH TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY, AND OTHERWISE IN ACCORDANCE WITH SOUND CONFLICT MANAGEMENT PRACTICES. THE CONFLICT OF INTEREST POLICY REQUIRES EACH TRUSTEE TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATION THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF BOTH THE TOP MANAGEMENT OFFICIAL (PRESIDENT OF THE UNIVERSITY) AND OF OTHER OFFICERS/KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. IN THE CASE OF THE UNIVERSITY'S PRESIDENT, THE VICE PRESIDENT FOR HUMAN RESOURCES, AT A PRELIMINARY MEETING WITH A SUBCOMMITTEE OF THE BOARD COMMITTEE ON COMPENSATION, INCLUDING NON-EMPLOYEE TRUSTEES, PRESENTS AN ANALYSIS OF CURRENT RELEVANT MARKET DATA, CONTAINING SALARY INFORMATION OF INDIVIDUALS SERVING IN A COMPARABLE POSITION, OBTAINED FROM AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM. THE SAME MATERIALS ARE SENT TO THE FULL COMMITTEE. AT THE MEETING OF THE FULL COMMITTEE AND IN THE ABSENCE OF THE PRESIDENT, DISCUSSION OCCURS PRIOR TO A VOTE. MINUTES OF ALL MEETINGS ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. IN THE CASE OF OTHER OFFICERS/KEY EMPLOYEES, PER GUIDELINES IN THE COMMITTEE'S EXECUTIVE COMPENSATION POLICY AND PROCEDURES DOCUMENT, EACH YEAR THE VICE PRESIDENT FOR HUMAN RESOURCES PROVIDES CURRENT RELEVANT MARKET DATA AND THE HISTORICAL PAY INFORMATION RELATING TO THESE PERSONS TO THE PRESIDENT OR TO THE PROVOST BASED ON THE REPORTING STRUCTURE. THE PRESIDENT AND PROVOST PROPOSE CHANGES IN COMPENSATION BASED ON EACH INDIVIDUAL'S PERFORMANCE AND ON THE MARKET DATA. THE COMMITTEE ON COMPENSATION REVIEWS THE RECOMMENDATIONS AND, FOLLOWING DISCUSSION, APPROVES THE RECOMMENDATIONS AS SUBMITTED OR WITH MODIFICATIONS. MINUTES OF THE MEETING ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, FACULTY AND STAFF CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC THROUGH STANFORD'S WEBSITE, AND UPON REQUEST TO THE OFFICE OF UNIVERSITY COMMUNICATIONS. |
| FORM 990, PART VII, SECTION A, COLUMN B | HOURS FOR RELATED ORGANIZATIONS IN CONNECTION WITH THEIR POSITIONS AT STANFORD, CERTAIN LISTED INDIVIDUALS MAY, FROM TIME TO TIME, PARTICIPATE IN ACTIVITIES OF A RELATED ORGANIZATION. WHERE THE LISTED INDIVIDUALS ARE TRUSTEES, DIRECTORS, OFFICERS, OR EMPLOYEES OF THE RELATED ORGANIZATION, THE TIME DEVOTED TO THE RELATED ORGANIZATION BY SUCH INDIVIDUALS IS GENERALLY REPORTED AS RELATED ORGANIZATION HOURS IN PART VII, SECTION A, LINE 1A, COLUMN (B), BELOW THE DOTTED LINE. IN ALL OTHER CASES, THE HOURS IN CONNECTION WITH SUCH PARTICIPATION ARE INCLUDED IN THE HOURS REPORTED FOR THE INDIVIDUALS' POSITIONS AT STANFORD UNIVERSITY IN PART VII, SECTION A, LINE 1A, COLUMN (B), ABOVE THE DOTTED LINE. |
| FORM 990, PART VII, SECTION B | INDEPENDENT CONTRACTORS IN THE PRESENTATION OF THE DATA APPEARING IN FORM 990, PART VII, SECTION B, STANFORD REPORTS DIRECT CASH COMPENSATION PAID TO PROFESSIONAL INDEPENDENT CONTRACTORS. COMMISSIONS, DISCOUNTS, AND MANAGEMENT FEES EMBEDDED IN AND/OR DEDUCTED FROM INVESTMENT RETURNS AND AMOUNTS PROVIDED TO VENTURE CAPITAL, PRIVATE EQUITY, AND HEDGE FUND GENERAL PARTNERS DUE TO THEIR "CARRIED INTEREST" IN PARTNERSHIPS IN WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $ (7,789,000) CHANGE IN VALUE OF SPLIT INTEREST (29,596,488) NET HOSPITAL TRANSFERS 165,452,877 CHANGE IN VALUE OF SWAP AGREEMENTS 8,454,034 CHANGE IN NON-CONTROLLING INTEREST (36,529,030) ------------------------- $ 99,992,393 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 200 GREGORY STREET LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | CO | $0 | $0 | STANFORD | |
| A2A RWC Holdings LLC | ||||||||||
| 415 BROADWAY 3RD FLOOR | REDWOOD CITY | CA | 94063 | 933314911 | REAL ESTATE | DE | $0 | $0 | STANFORD | |
| ANTS AT WORK LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | RESEARCH | NM | $0 | $0 | STANFORD | |
| ARCOLA LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 204222260 | REAL ESTATE | DE | ARCOLA VENTU | |||
| ARCOLA RESIDENTIAL DEVELOPMENT LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 800804754 | REAL ESTATE | DE | ARCOLA VENTU | |||
| ARCOLA RETAIL DEVELOPMENT LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 800804058 | REAL ESTATE | DE | ARCOLA VENTU | |||
| ATFIV DIRECT LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $0 | STANFORD | |
| CANES VENATICI LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $190,786,972 | STANFORD | |
| CYPRESS MARINA HEIGHTS AHU LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | CA | CYPRESS MARI | ||||
| CYPRESS MARINA PARTNERS LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | CA | STANFORD | ||||
| G318 LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $326,410 | STANFORD | ||
| GRE PROPERTIES II LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | -$2,169 | -$5,733 | STANFORD | |
| GRE PROPERTIES LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | -$2,015 | -$34,580 | STANFORD | |
| GREGORY STREET ACQUISITION LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | CO | -$79,907 | $4,246,909 | STANFORD | |
| HP OUTLAWS LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD | |
| JPS NO 1 LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD | |
| JPS NO 2 LLC | ||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD | |
| KAPPA CYGNI LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $42,847,077 | STANFORD | |
| Lerna LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $112,683,878 | STANFORD | |
| Nymeria LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $596,246 | $18,237,842 | STANFORD | |
| OCA HOLDINGS LLC | ||||||||||
| 415 BROADWAY 3RD FLOOR | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | DE | $14,892,319 | $514,559,368 | STANFORD | |
| RED 238 LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $23,051,111 | STANFORD | ||
| RED ALTA LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $0 | STANFORD | ||
| RED ALVARADO LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $19,014,188 | STANFORD | ||
| RED ARBORETUM LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | -$1 | $0 | STANFORD | ||
| RED ARDENWOOD LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $0 | STANFORD | ||
| RED BART LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $1,425,523 | STANFORD | ||
| RED BROADWAY LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $191,566 | $67,367,589 | STANFORD | ||
| RED CAMINO LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $299,014 | $2,409,153 | STANFORD | ||
| RED CLOSE UP LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $10,334,057 | $68,064,704 | STANFORD | ||
| RED DECOTO LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $5,862,747 | STANFORD | ||
| RED DISH LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $581,345 | STANFORD | ||
| RED FOOTHILLS LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $3,313,594 | $92,134,191 | STANFORD | ||
| RED HILLSIDE LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $294,880,945 | STANFORD | ||
| RED LOMITA LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $0 | STANFORD | ||
| RED MARINA LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $2,595,910 | STANFORD | ||
| RED MOTHERBOARD LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $2 | $0 | STANFORD | ||
| RED RIDGE LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $192,486,457 | STANFORD | ||
| RED SANDHILL LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $1,807,269 | STANFORD | ||
| RED SKYLINE LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $458,934 | STANFORD | ||
| ROCKY HILL PROPERTY LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 454672921 | REAL ESTATE | CA | $0 | $0 | STANFORD | |
| SAA SIERRA PROGRAMS LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 800313657 | ALUM RELATION | CA | $1,941,599 | $13,320,148 | STANFORD | |
| SHOPS AT ARCOLA CENTER LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | REAL ESTATE | DE | SHOPS AT ARC | ||||
| SHOPS AT ARCOLA MEMBER LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | REAL ESTATE | DE | ARCOLA VENTU | ||||
| SHR HOTEL LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 412277925 | REAL ESTATE | CA | $12,701,669 | $106,799,007 | STANFORD | |
| SPECIALTY EVENTS LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 273665473 | GEN. BUS. OPS | CA | $0 | $0 | STANFORD | |
| STANFORD FOUNDATION (UK) LIMITED | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 981699807 | EDUCATION | $0 | $0 | STANFORD | UK | |
| STANFORD UNIVERSITY GLOBAL LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | EDUCATION | CA | $3,467,719 | $2,086,141 | STANFORD | |
| STANFORD UNIVERSITY POWER LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | ENERGY RESOUR | DE | $0 | $0 | STANFORD | |
| SU ACQUISITION LLC | ||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | REAL ESTATE | CA | $225,905 | $2,000,000 | STANFORD | |
| SV4 EQUITY LLC | ||||||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19802 | 301293478 | INVESTMENTS | DE | $0 | $169,850,595 | STANFORD | |
| TZOLKIN LLC | ||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $96,001 | $50,893,041 | STANFORD | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Public Charity StatusPublicCharityStatusTxt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FUNDACION STANFORD UNIVERSITY EN CHILE | |||||||||||||||
| AV CONDELL 189 PROVIDENCIA | SANTIAGO | CI | EDUCATION | CI | 501(C)(3) | STANFORD | Yes (true) | ||||||||
| STANFORD HEALTH CARE TRI-VALLEY | |||||||||||||||
| HOSPITAL | 501(C)(3) | SHC | Yes (true) | 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 941429628 | CA | 3 | |||||
| JAEDAN BUPIN STANFORD CENTER IN THE REPU | |||||||||||||||
| RESEARCH | KS | 501(C)(3) | STANFORD | Yes (true) | N/A | ||||||||||
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S | |||||||||||||||
| HEALTHCARE | 501(C)(3) | LPCH | Yes (true) | 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 770440090 | CA | 7 | |||||
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | |||||||||||||||
| HEALTHCARE | 501(C)(3) | STANFORD | Yes (true) | 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | CA | 3 | |||||
| PACIFIC 12 CONFERENCE | |||||||||||||||
| EDUCATION | 501(C)(3) | NA | false | 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | CA | 12A, I | |||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | |||||||||||||||
| HEALTHCARE | 501(C)(3) | LPCH | Yes (true) | 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | CA | 3 | |||||
| SHR HOLDINGS INC | |||||||||||||||
| REAL ESTATE | 501(C)(25) | STANFORD | Yes (true) | 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943187167 | CA | N/A | |||||
| STANFORD FACULTY CLUB | |||||||||||||||
| FAC INTERACT. | 501(C)(7) | STANFORD | Yes (true) | PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | CA | N/A | |||||
| STANFORD FEDERAL CREDIT UNION | |||||||||||||||
| CREDIT UNION | 501(C)(1) | STANFORD | Yes (true) | 1860 EMBARCADERO RD | PALO ALTO | CA | 94303 | 941492212 | CA | N/A | |||||
| STANFORD HABITAT CONSERVATION BOARD | |||||||||||||||
| CONSERVATION | 501(C)(3) | STANFORD | Yes (true) | 415 BROADWAY | REDWOOD CITY | CA | 94063 | 461882243 | CA | 7 | |||||
| STANFORD HEALTH CARE | |||||||||||||||
| HEALTHCARE | 501(C)(3) | STANFORD | Yes (true) | 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | CA | 3 | |||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | |||||||||||||||
| WAVERLY BUSINESS PARK BLDG 11 | CAPE TOWN | SF | EDUCATION | SF | 501(C)(3) | STANFORD | Yes (true) | N/A | |||||||
| STANFORD UNIVERSITY BOOKSTORE | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | Yes (true) | 505 BROADWAY 6TH FLOOR MC 1065 | REDWOOD CITY | CA | 94063 | 940894150 | CA | 12A, I | |||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | |||||||||||||||
| BENEFITS | 501(C)(9) | STANFORD | Yes (true) | 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943246199 | CA | N/A | |||||
| THE DUDLEY E CHAMBERS FOUNDATION | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | Yes (true) | JP MORGAN CHASE PO BOX 3038 | MILWAUKEE | WI | 53201 | 386841793 | NY | 12D, III-O | |||||
| THE FREIDENRICH SUPPORT FOUNDATION | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | Yes (true) | 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 300519583 | CA | 12A, I | |||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||
| 1401 CAROLINE CENTER 28 PING ROAD | CAUSEWAY | HK | SUPPORT | HK | 501(C)(3) | STANFORD | Yes (true) | 986078093 | N/A | ||||||
| THE STANFORD TRUST | |||||||||||||||
| 65 HIGH STREET | OXFORD | UK | SUPPORT | UK | 501(C)(3) | STANFORD | Yes (true) | N/A | OX1 46L | ||||||
| UNIVERSITY HEALTHCARE ALLIANCE | |||||||||||||||
| HEALTHCARE | 501(C)(3) | SHC | Yes (true) | 7999 GATEWAY BLVD STE 300 | NEWARK | CA | 94560 | 943192446 | CA | 3 | |||||
| VALLEYCARE MEDICAL FOUNDATION INC | |||||||||||||||
| SR. FACILITY | 501(C)(3) | SHC-TV | Yes (true) | 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 262593526 | CA | PF | |||||
| VALLEYCARE SENIOR HOUSING | |||||||||||||||
| SR. FACILITY | 501(C)(3) | SHC-TV | Yes (true) | 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 943382224 | CA | 12A, I | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOM PARTNERS LP | ||||||||||||||||||||
| 3 COLUMBUS CIRCLE 15TH FL | NEW YORK | NY | 10019 | 813083288 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$5,221,140 | $265,238,062 | false | $0 | false | 0.98256 | ||||||
| ALBUS SELECT FUND LP | ||||||||||||||||||||
| 750 MENLO PARK AVE 380 | MENLO PARK | CA | 94025 | 812064357 | INVESTMENTS | DE | STANFORD | EXCLUDED | $50 | $2,577,951 | false | $0 | false | 0.99711 | ||||||
| AM ENGINE HOLDINGS FUND I LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $0 | false | $0 | false | 0.99000 | |||||||
| ARCOLA VENTURE LLC | ||||||||||||||||||||
| 7121 FAIRWAY DRIVE 410 | Palm Beach Gardens | FL | 33418 | 371689632 | REAL ESTATE | DE | STANFORD | UNRELATED | $11,986,150 | $67,476,593 | Yes (true) | $11,878,894 | false | 0.80000 | ||||||
| CANARY SC FUND LP | ||||||||||||||||||||
| 65 E 55TH ST 35TH FLOOR | NEW YORK | NY | 10022 | 475662144 | INVESTMENTS | DE | STANFORD | EXCLUDED | $17,386,997 | $106,866,041 | false | -$689,454 | false | 0.98862 | ||||||
| CANARY SC MASTER FUND LP | ||||||||||||||||||||
| 981267847 | INVESTMENTS | CANARY SC FUND | N/A | false | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-9009 | CJ | ||||||||||
| CARLSBAD CO-INVEST LP | ||||||||||||||||||||
| 40 BEECHWOOD RD | SUMMIT | NJ | 07901 | 471702425 | INVESTMENTS | DE | STANFORD | UNRELATED | -$1,092,064 | $6,746,010 | false | -$695,065 | false | 0.63694 | ||||||
| CERASUS FUND II CAYMAN LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | $0 | $16,961,059 | false | false | 0.59809 | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | ||||||||
| CHP GTS BLOCKER HOLDINGS A LP | ||||||||||||||||||||
| 888 BOYLSTON STREET 1410 | BOSTON | MA | 02199 | 830881152 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $8,210,760 | false | false | 0.59172 | |||||||
| CROSSPOINT CAPITAL FUND II LP | ||||||||||||||||||||
| 2500 SAND HILL ROAD SUITE 300 | MENLO PARK | CA | 94025 | 981656208 | INVESTMENTS | CA | STANFORD | EXCLUDED | $50,184,092 | false | false | 0.51154 | ||||||||
| CYPRESS MARINA HEIGHTS LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 954887979 | INVESTMENTS | CA | CYPRESS MARINA | N/A | false | |||||||||||
| DGD INVESTMENT LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | $0 | $75,204,293 | false | $0 | false | 1.00000 | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| EAGLE ROCK LI HOLDINGS LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 271694413 | INVESTMENTS | DE | ER-S INVESTOR L | N/A | ||||||||||||
| EDEN RADIATION THERAPY SERVICES LLC | ||||||||||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 881276056 | HEALTHCARE | CA | SHC | N/A | false | |||||||||||
| ER-S JV LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068077 | INVESTMENTS | DE | STANFORD | EXCLUDED | $1 | $177,365,885 | false | $0 | false | 1.00000 | ||||||
| ER-S JV II LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882085249 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $0 | false | $0 | false | 1.00000 | ||||||
| ER-S INVESTOR LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068357 | INVESTMENTS | DE | ER-S REIT LLC | N/A | false | |||||||||||
| ER-S INVESTOR II LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | ER-S REIT II LL | N/A | false | |||||||||||
| ER PROPERTIES FUND LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834260396 | INVESTMENTS | DE | ER-S INVESTOR L | N/A | false | |||||||||||
| ER PROPERTIES FUND II LLC | ||||||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 881994509 | INVESTMENTS | DE | ER-S INVESTOR L | N/A | false | |||||||||||
| EZP OPPORTUNITY LP | ||||||||||||||||||||
| 160 BOVET RD STE 300 | SAN MATEO | CA | 94402 | 814562962 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $3,980,695 | false | $0 | false | 0.99071 | ||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | ||||||||||||||||||||
| 1345 AVE OF THE AMERICAS 46FL | NEW YORK | NY | 10105 | 980509639 | INVESTMENTS | STANFORD | EXCLUDED | $0 | $495,802 | false | $0 | false | 0.71640 | CJ | ||||||
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V | ||||||||||||||||||||
| ONE MARITIME PLAZA 2100 | SAN FRANCISCO | CA | 94111 | 814323705 | INVESTMENTS | DE | STANFORD | EXCLUDED | $78,222,673 | $794,201,134 | false | $0 | false | 0.93788 | ||||||
| FOXLANE LP | ||||||||||||||||||||
| 550 E WATER ST 888 | CHARLOTTESVILLE | VA | 22902 | 813314647 | INVESTMENTS | DE | STANFORD | EXCLUDED | $35,978,283 | $674,227,713 | false | $0 | false | 0.99683 | ||||||
| HHBG-II INVESTMENT LP | ||||||||||||||||||||
| INVESTMENTS | HHBG SF LIMITED | N/A | false | 89 NEXUS WAY CAMANA BAY PO BOX 31 | GRAND CAYMAN | CJ | KY1-1205 | CJ | ||||||||||||
| KEB INVESTORS II LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | $15,148 | -$1,753,063 | false | $0 | false | 0.63820 | WASHINGTON MALL STE 304 7 REID ST | HAMILTON | BD | BD | HM 11 | BD | ||||||
| KF VERMILLION FUND LP | ||||||||||||||||||||
| 65 East 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 883144517 | INVESTMENTS | DE | STANFORD | EXCLUDED | $959,530 | $40,887,448 | false | $0 | false | 1.00000 | ||||||
| LSF V DHB HOLDINGS LP | ||||||||||||||||||||
| 2711 N HASKELL AVE 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $0 | false | $0 | false | 0.61875 | ||||||
| OLIFANT FUND LTD | ||||||||||||||||||||
| 980404442 | INVESTMENTS | SBFF LTD | N/A | false | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | |||||||||||
| ONCOLOGY SOLUTIONS VENTURE LLC | ||||||||||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 863250041 | HEALTHCARE | CA | SHC | N/A | false | |||||||||||
| OUTLAWS CASINO LTD | ||||||||||||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 841457498 | HOLDING COMPANY | CO | HP OUTLAWS LLC | N/A | false | |||||||||||
| SANDPIPER FUND LP | ||||||||||||||||||||
| 2000 MCKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 260341626 | INVESTMENT | TX | STANFORD | EXCLUDED | -$70,161 | $9,454,654 | false | $0 | false | 0.94822 | ||||||
| SCP REAL ASSETS FUND (A) LP | ||||||||||||||||||||
| 2498 SAND HILL RD | MENLO PARK | CA | 94025 | 203949682 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$295,396 | $4,660,829 | false | -$41,306 | false | 0.62744 | ||||||
| SEQUOIA MFM OPERATING COMPANY LLC | ||||||||||||||||||||
| 770 WELCH ROAD LPCH | PALO ALTO | CA | 94304 | 475060529 | MFM PROGRAM | CA | LPCH | N/A | false | |||||||||||
| SP SMC PARTNERS LLC | ||||||||||||||||||||
| PO BOX 5377 | NEW YORK | NY | 10185 | 473103791 | INVESTMENTS | DE | STANFORD | EXCLUDED | $280,722 | $74,635,926 | false | -$196,405 | false | 0.99900 | ||||||
| STANFORD EMANUEL RADIATION ONCOLOGY CENT | ||||||||||||||||||||
| 825 DELBON AV | TURLOCK | CA | 95382 | 208885091 | RADIOLOGY | CA | SHC | N/A | false | |||||||||||
| STANFORD PET-CT LLC | ||||||||||||||||||||
| 300 PASTEUR DR | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOST | CA | STANFORD | RELATED | $16,625,171 | $21,177,322 | false | $0 | false | 0.50000 | ||||||
| STANFORD-STARTX FUND LLC | ||||||||||||||||||||
| 485 BROADWAY | REDWOOD CITY | CA | 94063 | 464297719 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$5,541,028 | $83,708,652 | false | -$64,070 | Yes (true) | 0.66670 | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | ||||||||||||||||||||
| 1400 PAGE MILL RD | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | SHC | N/A | false | |||||||||||
| TESSERA IONIC LP | ||||||||||||||||||||
| PO BOX 194170 | SAN FRANCISCO | CA | 941194170 | 830896257 | INVESTMENTS | DE | STANFORD | EXCLUDED | $37,378,582 | $403,734,887 | false | $0 | false | 0.97922 | ||||||
| VEDA INVESTORS FUND LP | ||||||||||||||||||||
| ONE FAWCETT PL | GREENWICH | CT | 06830 | 811810345 | INVESTMENTS | DE | STANFORD | EXCLUDED | $64,978,627 | $564,310,193 | false | $2,903,273 | false | 1.00000 | ||||||
| VERMILION PEAK MASTER FUND | ||||||||||||||||||||
| 981327671 | INVESTMENTS | VERMILION PEAK | N/A | false | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||||||||
| WREP III A LP | ||||||||||||||||||||
| 6710 E CAMELBACK RD 100 | SCOTTSDALE | AZ | 85251 | 474780701 | INVESTMENTS | DE | STANFORD | EXCLUDED | $48,042,846 | $53,443,083 | false | $28,972,642 | false | 0.80427 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BREP VII ALBERTA FDR (OFFSHORE) TE7 LP | |||||||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066351 | INVESTMENTS | CA | STANFORD | C CORP | $0 | $1,234,125 | 0.51720 | Yes (true) | |||||
| BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ | |||||||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066355 | INVESTMENTS | CA | STANFORD | C CORP | $153,165 | $4,577,826 | 0.51720 | Yes (true) | |||||
| CANARY SC FUND LTD | |||||||||||||||||
| 921268195 | INVESTMENTS | STANFORD | C CORP | $78,934,580 | $435,256,849 | 0.99670 | Yes (true) | 89 NEXUS WAY CAYMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | |||||
| CLAT (13) | |||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | ||||||||||||||
| CLUT (2) | |||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | ||||||||||||||
| CRT (561) | |||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | ||||||||||||||
| EAST SAIL | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $0 | $124 | 1.00000 | Yes (true) | C/O INTL FS INC IFS COURT | TWENTYEIGHT CYBERCITY EBENE | MP | MP | |||||||
| ER-S REIT LLC | |||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068725 | INVESTMENTS | DE | ER-S JV LLC | C CORP | Yes (true) | ||||||||
| ER-S REIT II LLC | |||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | ER-S JV LLC | C CORP | Yes (true) | ||||||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||||||
| 980537952 | INVESTMENTS | STANFORD | C CORP | $0 | $622,341 | 0.53192 | Yes (true) | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||
| HHBG SF LIMITED | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $14,214,216 | $278,663,157 | 1.00000 | Yes (true) | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-1205 | CJ | ||||||
| KAIZEN FUND | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $9,131,239 | $715,303,242 | 1.00000 | Yes (true) | PO BOX 448 | GRAND CAYMAN | CJ | KY1-1106 | CJ | ||||||
| LS ALBERTA III LP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | $0 | $354,700 | 1.00000 | Yes (true) | C/O LASALLE INV MGMT ONE CURZON ST | LONDON | UK | W1J 5HD | ||||||
| LUMINA STRATEGIC SOLUTIONS FEEDER FUND ( | |||||||||||||||||
| 981662307 | INVESTMENTS | CA | STANFORD | C CORP | $0 | $61,817,429 | 0.83700 | Yes (true) | 199 BAY STREET SUITE 5300 | TORONTO | CA | M5L 1B9 | |||||
| OTHER (4) | |||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | ||||||||||||||
| PIF (2) | |||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | ||||||||||||||
| PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP | |||||||||||||||||
| 57 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | 981235268 | INVESTMENTS | STANFORD | C CORP | $145,303 | $21,414,886 | 0.99996 | Yes (true) | CJ | |||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | |||||||||||||||||
| 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | 900897686 | INSURANCE | HI | UHA | C CORP | Yes (true) | ||||||||
| SBFF LTD | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $69,811,406 | $1,322,824,945 | 1.00000 | Yes (true) | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | ||||||
| SOLKATT LIMITED | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $0 | $2,020,713 | 1.00000 | Yes (true) | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | ||||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | |||||||||||||||||
| EDUCATION | SU GLOBAL LLC | C CORP | $3,642,580 | $2,344,990 | 1.00000 | Yes (true) | 5275TH FLBLDG CACADEMY SOUTH RD | BEIJING | CH | CH | |||||||
| STANFORD IN JAPAN GODO KAISHA | |||||||||||||||||
| EDUCATION | SU GLOBAL LLC | C CORP | $949,471 | $3,576,276 | 1.00000 | Yes (true) | DOSHISHA UNIVERSITY MEITOKUKAN-NAI | KYOTOSHI | JA | JA | |||||||
| STANFORD INDIA PVT LTD | |||||||||||||||||
| EDUCATION | SU GLOBAL LLC | C CORP | $1,656,584 | $1,532,366 | 1.00000 | Yes (true) | 333 3RD FLOOR DEVIKA TOWER 6 NEH | DELHI | IN | IN | |||||||
| STANFORD MEDICINE INTL (HONG KONG) CO LT | |||||||||||||||||
| PATIENT SRVC | SHC | C CORP | Yes (true) | 833 CHEUNG SHA WAN ROAD | KOWLOON | HK | HK | ||||||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | |||||||||||||||||
| 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | 461132002 | RISK MGMT CON | CA | SUMIT HLDG INT | C CORP | Yes (true) | ||||||||
| THE RUBRUM FUND | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $115,099,793 | $386,362,661 | 1.00000 | Yes (true) | 7 CLIFFORD STREET | LONDON | UK | W1S 2FT | CJ | ||||||
| TRIVISTA FUND | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $1,170,721 | $133,773,006 | 0.51870 | Yes (true) | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| TVC MATSU FUND | |||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $3,919,424 | $118,334,184 | 1.00000 | Yes (true) | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| VERMILION PEAK FUND | |||||||||||||||||
| 981333885 | INVESTMENTS | STANFORD | C CORP | $10,713,064 | $19,257,450 | 1.00000 | Yes (true) | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||
| WOODBOURNE CANADA PARTNERS II - CAYMAN | |||||||||||||||||
| 980705321 | INVESTMENTS | STANFORD | C CORP | $0 | $34,027,630 | 0.60000 | Yes (true) | 190 ELGIN AVE | GRAND CAYMAN | CJ | KY1-9005 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (62 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AM ENGINE HOLDINGS FUND I LP | ||
| B | $4,000,000 | BANK RECORDS |
| BREP VII ALBERTA FDR (OFFSHORE) TE7 LP | ||
| B | $200,478 | BANK RECORDS |
| CERASUS FUND II CAYMAN LP | ||
| B | $5,323,899 | BANK RECORDS |
| CHP GTS BLOCKER HOLDINGS A LP | ||
| B | $15,983,208 | BANK RECORDS |
| ER-S JV II LLC | ||
| B | $108,867,525 | BANK RECORDS |
| ER-S JV LLC | ||
| B | $8,176,749 | BANK RECORDS |
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V LP | ||
| B | $42,500,000 | BANK RECORDS |
| HHBG SF LIMITED | ||
| B | $76,250 | BANK RECORDS |
| KF VERMILLION FUND LP | ||
| B | $60,812,145 | BANK RECORDS |
| PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP | ||
| B | $1,187,301 | BANK RECORDS |
| SOLKATT LIMITED | ||
| B | $1,230,224 | BANK RECORDS |
| AM ENGINE HOLDINGS FUND I LP | ||
| S | $324,151 | BANK RECORDS |
| ARCOLA VENTURE LLC | ||
| S | $13,770,166 | BANK RECORDS |
| BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ LP | ||
| S | $481,263 | BANK RECORDS |
| CANARY SC FUND LP | ||
| S | $10,929,155 | BANK RECORDS |
| CANARY SC FUND LTD | ||
| S | $128,162,038 | BANK RECORDS |
| CARLSBAD CO-INVEST LP | ||
| S | $201,428 | BANK RECORDS |
| DGD INVESTMENT LP | ||
| S | $2,911,659 | BANK RECORDS |
| ER-S JV II LLC | ||
| S | $5,740,850 | BANK RECORDS |
| ER-S JV LLC | ||
| S | $20,882,340 | BANK RECORDS |
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V LP | ||
| S | $100,032,640 | BANK RECORDS |
| HHBG SF LIMITED | ||
| S | $20,716,451 | BANK RECORDS |
| PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP | ||
| S | $203,253 | BANK RECORDS |
| SBFF LTD | ||
| S | $200,000,000 | BANK RECORDS |
| SOLKATT LIMITED | ||
| S | $115,579 | BANK RECORDS |
| TESSERA IONIC LP | ||
| S | $50,000,000 | BANK RECORDS |
| THE RUBRUM FUND | ||
| S | $277,288,879 | BANK RECORDS |
| VEDA INVESTORS FUND LP | ||
| S | $376,828,600 | BANK RECORDS |
| VERMILION PEAK FUND | ||
| S | $5,921,158 | BANK RECORDS |
| WOODBOURNE CANADA PARTNERS II - CAYMAN LP | ||
| S | $2,618,209 | BANK RECORDS |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| L | $417,694,008 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| M | $4,273,398 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| N | $5,092,317 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| S | $58,891,201 | BOOK |
| STANFORD HEALTH CARE | ||
| L | $1,250,508,502 | BOOK |
| STANFORD HEALTH CARE | ||
| M | $101,189,567 | BOOK |
| STANFORD HEALTH CARE | ||
| N | $14,639,249 | BOOK |
| STANFORD HEALTH CARE | ||
| R | $267,019 | BOOK |
| STANFORD HEALTH CARE | ||
| S | $90,169,792 | BOOK |
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||
| L | $249,628 | BOOK |
| STANFORD PET-CT LLC | ||
| L | $2,857,594 | BOOK |
| STANFORD PET-CT LLC | ||
| S | $16,625,171 | BOOK |
| SHR HOLDINGS INC | ||
| C | $26,205,176 | BOOK |
| SHR HOLDINGS INC | ||
| Q | $1,391,224 | BOOK |
| STANFORD (BEIJING) CONSULTING CO LTD (WFOE) | ||
| M | $3,622,567 | BOOK |
| STANFORD EMANUEL RAD ONCOLOGY CENTER | ||
| L | $751,765 | BOOK |
| STANFORD FACULTY CLUB | ||
| Q | $285,120 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| A | $385,241 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| L | $999,100 | BOOK |
| STANFORD IN JAPAN GODO KAISHA | ||
| M | $949,394 | BOOK |
| STANFORD INDIA PVT LTD | ||
| M | $1,317,264 | BOOK |
| STANFORD PROGRAMME(CAPE TOWN) NPC | ||
| B | $813,769 | BOOK |
| STANFORD UNIVERSITY BOOKSTORE | ||
| A | $135,656 | BOOK |
| STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST | ||
| R | $5,343,490 | BOOK |
| THE DUDLEY E CHAMBERS FOUNDATION | ||
| C | $2,350,921 | BOOK |
| THE FREIDENRICH SUPPORT FOUNDATION | ||
| C | $92,500 | BOOK |
| THE HONG KONGSTANFORD UNIVERSITY CHARITABLE | ||
| C | $1,987,221 | BOOK |
| THE STANFORD TRUST | ||
| C | $1,030,354 | BOOK |
| CROSSPOINT CAPITAL FUND II LP | ||
| B | $52,261,060 | BANK RECORDS |
| CROSSPOINT CAPITAL FUND II LP | ||
| S | $4,800,620 | BANK RECORDS |
| LUMINA STRAT SOLUTIONS FDR CLP | ||
| B | $131,022,969 | BANK RECORDS |
| FUNDACION STANFORD UNIVERSITY EN CHILE | ||
| M | $759,472 | BOOK |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART IV | CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. |
| SCHEDULE R, PART V, LINE (3) | AMOUNTS REPORTED FOR STANFORD UNIVERSITY BOOK STORE WERE DETERMINED USING STANFORD UNIVERSITY BOOK STORE'S BOOKS, WHICH WERE PREPARED ON A FISCAL YEAR ENDING JUNE 2023. |