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THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-14
IRS object ID
202331959349301318
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-14T18:36:05-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOARD OF TRUSTEES OF THE LELANDBusinessNameLine1Txt
Business Name Line2STANFORD JUNIOR UNIVERSITYBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% SUPRIYA S PAIInCareOfNm
Business Name ControlBOARBusinessNameControlTxt
Phone6504986259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1485 BROADWAY MAIL CODE 8838AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE SWEENEY-HOYPersonNm
Person TitleSAVP OF FINANCEPersonTitleTxt
Phone6507238792PhoneNum
Signature2023-07-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNEPersonFirstNm
Person LastSWEENEY-HOYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRIZPreparerPersonNm
PTINP00438748PTIN
Phone2673303000PhoneNum
Preparation2023-07-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1STANFORD UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARC TESSIER-LAVIGNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BUILDING 10AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,684,550,586GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STANFORD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1885FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSTANFORD 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 Body34VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee38015TotalEmployeeCnt
Total Volunteers11500TotalVolunteersCnt
Total Gross UBI$232,738,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,732,161,169PYContributionsGrantsAmt
CY Contributions Grants$3,298,247,649CYContributionsGrantsAmt
PY Program Service Revenue$2,881,918,687PYProgramServiceRevenueAmt
CY Program Service Revenue$3,433,751,884CYProgramServiceRevenueAmt
PY Investment Income$3,686,399,412PYInvestmentIncomeAmt
CY Investment Income$2,565,029,339CYInvestmentIncomeAmt
PY Other Revenue$197,221,997PYOtherRevenueAmt
CY Other Revenue$229,007,141CYOtherRevenueAmt
PY Total Revenue$9,497,701,265PYTotalRevenueAmt
CY Total Revenue$9,526,036,013CYTotalRevenueAmt
PY Grants And Similar Paid$576,430,160PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$658,881,338CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,038,223,346PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,370,796,906CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$201,159PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$652,781CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,464,891CYTotalFundraisingExpenseAmt
PY Other Expenses$2,062,401,021PYOtherExpensesAmt
CY Other Expenses$2,280,398,805CYOtherExpensesAmt
PY Total Expenses$6,677,255,686PYTotalExpensesAmt
CY Total Expenses$7,310,729,830CYTotalExpensesAmt
PY Revenues Less Expenses$2,820,445,579PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,215,306,183CYRevenuesLessExpensesAmt
Total Assets BOY$60,495,171,723TotalAssetsBOYAmt
Total Assets EOY$60,274,269,943TotalAssetsEOYAmt
Total Liabilities BOY$9,878,936,029TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,867,433,301TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$50,616,235,694NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$50,406,836,642NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSTANFORD 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,413,534,684ExpenseAmt
Grant$57,659,728GrantAmt
Revenue$992,945,669RevenueAmt
DescINSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,436,469,206ExpenseAmt
Grant$22,727,771GrantAmt
Revenue$251,321,993RevenueAmt
DescORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B EXCLUDES $1,377,683,131 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

FieldValueIRS element (for citing)
Expense$612,039,586ExpenseAmt
Grant$78,415GrantAmt
Revenue$1,753,573,303RevenueAmt
DescUNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,053,261,895TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$578,415,424TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$435,910,919TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,515,305,371TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document28490IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee38015EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed11Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUPRIYA S PAIPersonNm
Phone6504986259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1485 BROADWAY MAIL CODE 8838AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94063ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DAVID SHAW
DIRECTOR OF FOOTBALL50.00.0Yes (X)$7,353,943$0$62,822
ROBERT F WALLACE
CHIEF EXECUTIVE OFFICER, SMC50.00.0$5,102,406$0$793,330Yes (X)
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC50.00.0Yes (X)$4,716,460$0$54,331
JAY KANG
SR. MD, SMC50.00.0Yes (X)$2,544,860$0$306,101
MARK SHOBERG
SR. MD, SMC50.00.0Yes (X)$2,528,134$0$295,973
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY50.02.0Yes (X)$2,673,658$0$85,899
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE50.04.3$2,084,693$0$361,941Yes (X)
MARTIN SHELL
VP & CHIEF ERO50.00.0$1,726,503$0$554,482Yes (X)
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST50.00.0$1,703,187$0$259,523Yes (X)
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO50.04.0$1,473,171$0$234,774Yes (X)
MARC TESSIER-LAVIGNE
PRESIDENT/TRUSTEE50.00.0$1,104,624$0$484,914Yes (X)Yes (X)
DEBRA ZUMWALT
VP GENERAL COUNSEL50.00.0$831,080$0$423,078Yes (X)
PERSIS DRELL
PROVOST50.00.0$805,643$0$432,812Yes (X)
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.50.00.0$883,881$0$108,374Yes (X)
JON DENNEY
VP DEVELOPMENT50.00.0$788,899$0$103,812Yes (X)
JOHN ETCHEMENDY
PROF H&S & FORMER PROVOST50.00.0$557,720$0$62,832Yes (X)
ELIZABETH ZACHARIAS
VP HUMAN RESOURCES50.00.0$522,936$0$70,958Yes (X)
FARNAZ KHADEM
VP COMMUNICATION50.00.0$466,771$0$91,254Yes (X)
HOWARD B PEARSON
FORMER INTERIM VP DEVT.40.00.75$466,692$0$43,835Yes (X)
RYAN M ADESNIK
VP GOVERNMENT AFFAIRS50.00.0$420,795$0$77,930Yes (X)
BRADLEY HAYWARD
FORMER INTERIM VP COMMUN.50.00.0$306,070$0$64,763Yes (X)
FELIX J BAKER
TRUSTEE2.00.0$0$0$0Yes (X)
RICH BARTON
TRUSTEE, APPOINTED 2/1/20222.00.0$0$0$0Yes (X)
ANEEL BHUSRI
TRUSTEE2.00.0$0$0$0Yes (X)
DEANGELA J BURNS-WALLACE
TRUSTEE2.00.0$0$0$0Yes (X)
MICHAEL C CAMUNEZ
TRUSTEE2.00.0$0$0$0Yes (X)
MICHELLE R CLAYMAN
TRUSTEE2.00.0$0$0$0Yes (X)
ROANN COSTIN
TRUSTEE2.00.0$0$0$0Yes (X)
JAMES G COULTER
TRUSTEE, APPOINTED 10/1/20212.00.0$0$0$0Yes (X)
ROBERTA B DENNING
TRUSTEE2.00.0$0$0$0Yes (X)
KATHERINE B DUHAMEL
TRUSTEE2.00.0$0$0$0Yes (X)
JOSE E FELICIANO
TRUSTEE, APPOINTED 10/1/20212.00.0$0$0$0Yes (X)
HENRY A FERNANDEZ
TRUSTEE2.00.0$0$0$0Yes (X)
ANGELA S FILO
TRUSTEE2.00.0$0$0$0Yes (X)
SAKURAKO D FISHER
TRUSTEE2.00.0$0$0$0Yes (X)
JAMES D HALPER
TRUSTEE2.00.0$0$0$0Yes (X)
RONALD B JOHNSON
TRUSTEE, THROUGH 9/30/20212.00.0$0$0$0Yes (X)
MARC E JONES
TRUSTEE2.02.0$0$0$0Yes (X)
LATONIA G KARR
TRUSTEE2.02.0$0$0$0Yes (X)
SARAH H KETTERER
TRUSTEE2.00.0$0$0$0Yes (X)
CAROL C LAM
TRUSTEE2.00.0$0$0$0Yes (X)
MARC S LIPSCHULTZ
TRUSTEE2.00.0$0$0$0Yes (X)
KENNETH E OLIVIER
TRUSTEE2.00.0$0$0$0Yes (X)
CARRIE W PENNER
TRUSTEE2.00.0$0$0$0Yes (X)
LAURENE POWELL JOBS
TRUSTEE2.00.0$0$0$0Yes (X)
JEFFREY S RAIKES
TRUSTEE, THROUGH 5/31/20222.00.0$0$0$0Yes (X)
MINDY B ROGERS
TRUSTEE2.04.3$0$0$0Yes (X)
VICTORIA B ROGERS
TRUSTEE, THROUGH 9/30/20212.00.0$0$0$0Yes (X)
LILY SARAFAN
TRUSTEE2.00.0$0$0$0Yes (X)
SRINIJA SRINIVASAN
TRUSTEE2.00.0$0$0$0Yes (X)
JEFFREY E STONE
TRUSTEE2.00.0$0$0$0Yes (X)
GENE T SYKES
TRUSTEE2.00.0$0$0$0Yes (X)
ELIZABETH H WEATHERMAN
TRUSTEE2.00.0$0$0$0Yes (X)
MAURICE C WERDEGAR
TRUSTEE2.00.0$0$0$0Yes (X)
CLARA WU TSAI
TRUSTEE, APPOINTED 12/1/20212.00.0$0$0$0Yes (X)
JERRY YANG
TRUSTEE2.00.0$0$0$0Yes (X)
CHARLES D YOUNG
TRUSTEE2.00.0$0$0$0Yes (X)
DEBORAH CULLINAN
VP OF ARTS, APPTED 2/28/202250.00.0$0$0$0Yes (X)
STEPHEN STREIFFER
VP OF SLAC, APPTED 6/1/202250.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$39,062,126TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,973,738TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9861IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
VANCE BROWN INC
3197 PARK BOULEVARDPALO ALTOCA94306CONSTRUCTION$87,820,417
HILLHOUSE CAPITAL ADVISORS LTD
INVESTMENT MGMT$60,698,914190 ELGIN AVENUEGEORGE TOWNGRAND CAYMANCJKY1-9008
PALISADE BUILDERS INC
900 E HAMILTON AVE STE 140CAMPBELLCA95008CONSTRUCTION$58,884,590
THE WHITING-TURNER CONTRACTING CO
PO BOX 17596BALTIMOREMD21297CONSTRUCTION$42,020,441
APC WORKFORCE SOLUTIONS LLC
420 SOUTH ORANGE AVE STE 600ORLANDOFL32801WORKFORCE SOLUTIONS$32,973,496
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K824CntrctRcvdGreaterThan100KCnt
Fundraising$4,202,062FundraisingAmt
Government Grants$1,377,683,131GovernmentGrantsAmt
All Other Contributions$1,916,362,456AllOtherContributionsAmt
Noncash Contributions$248,913,866NoncashContributionsAmt
Total Contributions$3,298,247,649TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT INCOME900099$1,116,996,727$1,116,996,727
GOVT.& NON GOVT.CONTRACT900099$251,321,993$251,321,993
PATIENT CARE900099$1,486,187,023$1,486,187,023
SPECIAL PROGRAMS900099$577,016,231$577,016,231
DRIVING RANGE713910$1,708,052$415,575$1,292,477

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$521,858TotalRevenueColumnAmt
Unrelated Business Revenue$521,858UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,433,751,884TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$259,907,641TotalRevenueColumnAmt
Unrelated Business Revenue$14,975,177UnrelatedBusinessRevenueAmt
Exclusion$244,932,464ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$182,961TotalRevenueColumnAmt
Exclusion$182,961ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,745,830TotalRevenueColumnAmt
Exclusion$15,745,830ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$227,507,617RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$16,018,964RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$211,488,653RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$211,488,653TotalRevenueColumnAmt
Exclusion$211,488,653ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,429,130,392SecuritiesAmt
Other$15,187,803OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,127,580,057SecuritiesAmt
Other$11,799,401OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,301,550,335SecuritiesAmt
Other$3,388,402OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,304,938,737TotalRevenueColumnAmt
Unrelated Business Revenue$215,948,488UnrelatedBusinessRevenueAmt
Exclusion$2,088,990,249ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$167,252FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,202,062ContriRptFundraisingEventAmt
Fundraising Direct Expenses$826,323FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$659,071TotalRevenueColumnAmt
Exclusion-$659,071ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,721,557GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,289,828CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,431,729TotalRevenueColumnAmt
Exclusion$2,431,729ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,526,036,013TotalRevenueColumnAmt
Related Or Exempt Func Income$3,431,937,549RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$232,738,000UnrelatedBusinessRevenueAmt
Exclusion$2,563,112,815ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$27,183,915TotalAmt
Program Services$27,183,915ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$624,575,743TotalAmt
Program Services$624,575,743ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,121,680TotalAmt
Program Services$7,121,680ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,388,464TotalAmt
Program Services$4,335,962ProgramServicesAmt
Management And General$7,061,425ManagementAndGeneralAmt
Fundraising$991,077FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,445,247TotalAmt
Program Services$1,564,958ProgramServicesAmt
Fundraising$880,289FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,590,936,879TotalAmt
Program Services$3,280,489,216ProgramServicesAmt
Management And General$237,892,133ManagementAndGeneralAmt
Fundraising$72,555,530FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$228,832,059TotalAmt
Program Services$208,648,240ProgramServicesAmt
Management And General$13,640,860ManagementAndGeneralAmt
Fundraising$6,542,959FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$342,377,676TotalAmt
Program Services$312,090,229ProgramServicesAmt
Management And General$20,489,799ManagementAndGeneralAmt
Fundraising$9,797,648FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$193,816,581TotalAmt
Program Services$176,536,064ProgramServicesAmt
Management And General$11,721,804ManagementAndGeneralAmt
Fundraising$5,558,713FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,311,576TotalAmt
Program Services$6,201,759ProgramServicesAmt
Management And General$109,817ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,413,106TotalAmt
Program Services$1,518,361ProgramServicesAmt
Management And General$12,770,149ManagementAndGeneralAmt
Fundraising$124,596FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,530,031TotalAmt
Program Services$266,816ProgramServicesAmt
Management And General$2,258,004ManagementAndGeneralAmt
Fundraising$5,211FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$80,300TotalAmt
Program Services$18,740ProgramServicesAmt
Management And General$61,536ManagementAndGeneralAmt
Fundraising$24FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$652,781TotalAmt
Fundraising$652,781FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,480,796TotalAmt
Management And General$2,480,796ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$391,108,206TotalAmt
Program Services$318,957,370ProgramServicesAmt
Management And General$66,591,491ManagementAndGeneralAmt
Fundraising$5,559,345FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,476,610TotalAmt
Program Services$5,420,999ProgramServicesAmt
Management And General$19,423ManagementAndGeneralAmt
Fundraising$36,188FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$290,467,402TotalAmt
Program Services$277,285,770ProgramServicesAmt
Management And General$11,830,589ManagementAndGeneralAmt
Fundraising$1,351,043FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$47,255,162TotalAmt
Program Services$26,858,383ProgramServicesAmt
Management And General$20,072,474ManagementAndGeneralAmt
Fundraising$324,305FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$17,888,886TotalAmt
Program Services$11,677,661ProgramServicesAmt
Management And General$6,204,867ManagementAndGeneralAmt
Fundraising$6,358FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$294,304,903TotalAmt
Program Services$257,689,998ProgramServicesAmt
Management And General$33,682,206ManagementAndGeneralAmt
Fundraising$2,932,699FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$62,880,730TotalAmt
Program Services$53,846,746ProgramServicesAmt
Management And General$7,908,672ManagementAndGeneralAmt
Fundraising$1,125,312FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$2,910TotalAmt
Management And General$2,910ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,450,212TotalAmt
Program Services$10,681,962ProgramServicesAmt
Management And General$690,438ManagementAndGeneralAmt
Fundraising$77,812FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$170,496,024TotalAmt
Program Services$144,099,606ProgramServicesAmt
Management And General$25,093,825ManagementAndGeneralAmt
Fundraising$1,302,593FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$487,509,319TotalAmt
Program Services$427,983,216ProgramServicesAmt
Management And General$55,019,336ManagementAndGeneralAmt
Fundraising$4,506,767FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,071,777TotalAmt
Program Services$5,887,283ProgramServicesAmt
Management And General$21,110,088ManagementAndGeneralAmt
Fundraising$74,406FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SLAC CONSTRUCTION$204,024,737$203,812,307$201,218$11,212
RESEARCH SUBAWARDS$93,081,221$93,081,221
EQUIPMENT RENT & MAINTENANCE$40,693,351$36,472,992$4,031,750$188,609
PRINTING & PUBLICATION$10,057,982$7,887,276$907,320$1,263,386

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$100,813,564TotalAmt
Program Services-$16,889,102ProgramServicesAmt
Management And General$115,106,638ManagementAndGeneralAmt
Fundraising$2,596,028FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,310,729,830TotalAmt
Program Services$6,515,305,371ProgramServicesAmt
Management And General$676,959,568ManagementAndGeneralAmt
Fundraising$118,464,891FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$191,073BOYAmt
EOY$138,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$874,752,104BOYAmt
EOY$1,355,040,971EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,550,314,093BOYAmt
EOY$1,986,879,453EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$284,546,560BOYAmt
EOY$327,517,220EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$9,221,965BOYAmt
EOY$4,348,684EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$925,575,136BOYAmt
EOY$1,017,281,637EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,127,623BOYAmt
EOY$4,648,758EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$86,946,820BOYAmt
EOY$89,515,036EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,319,898,469LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,415,975,767LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,683,172,209BOYAmt
EOY$7,903,922,702EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,361,826,202BOYAmt
EOY$9,683,128,626EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$37,092,706,849BOYAmt
EOY$37,188,597,149EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$621,791,089BOYAmt
EOY$713,251,337EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,495,171,723BOYAmt
EOY$60,274,269,943EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,486,085,673BOYAmt
EOY$1,428,297,308EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,620,905,461BOYAmt
EOY$1,680,817,135EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,181,838,000BOYAmt
EOY$2,181,838,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,962,010,680BOYAmt
EOY$2,972,000,081EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,628,096,215BOYAmt
EOY$1,604,480,777EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,878,936,029BOYAmt
EOY$9,867,433,301EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,502,213,093BOYAmt
EOY$27,378,444,758EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,114,022,601BOYAmt
EOY$23,028,391,884EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,616,235,694BOYAmt
EOY$50,406,836,642EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,495,171,723BOYAmt
EOY$60,274,269,943EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,215,306,183ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,750,666,825NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$325,961,590OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,244,620,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,249,756,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,451,185,732CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,732,161,169CurrentTaxYearMinus1YearAmt
Current Tax Year$3,298,247,649CurrentTaxYearAmt
Total$12,975,971,447TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,244,620,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,249,756,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,451,185,732CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,732,161,169CurrentTaxYearMinus1YearAmt
Current Tax Year$3,298,247,649CurrentTaxYearAmt
Total$12,975,971,447TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$12,975,971,447PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$410,995,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$420,612,042CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$433,166,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$435,266,629CurrentTaxYearMinus1YearAmt
Current Tax Year$488,368,872CurrentTaxYearAmt
Total$2,188,409,486TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,855,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,766,678CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,319,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,618,565CurrentTaxYearMinus1YearAmt
Current Tax Year$4,888,809CurrentTaxYearAmt
Total$24,448,739TotalAmt
FieldValueIRS element (for citing)
Total Support$15,188,829,672TotalSupportAmt
Gross Receipts Rltd Activities$14,945,352,167GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85431PublicSupportCY170Pct
Public Support PY1700.84789PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$923MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$174,947MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$43,988PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$571,051DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$67,797RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$22,439OtherActivitiesAmt
Total Lobbying Expenditures$881,145TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B - LOBBYING ACTIVITY EXPLANATIONFormAndLineReferenceDesc
ExplanationAN 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 2022, THE OFFICE CONSISTED OF EIGHT PROFESSIONAL STAFF MEMBERS AND FIVE 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 2022, LEGISLATIVE, EXECUTIVE, AND LOCAL REGULATORY ISSUES HANDLED BY THE UNIVERSITY INCLUDED THE FOLLOWING: LOCAL ISSUES: ZONING AND LAND USE RELATED TO PROPERTY OWNED BY THE UNIVERSITY AND CONTIGUOUS TO THE UNIVERSITY'S ACADEMIC CAMPUSES. STATE ISSUES: COLLEGE ATHLETICS, TITLE IX AND CAMPUS SAFETY, 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; HEALTH CARE; INTELLECTUAL PROPERTY AND IMMIGRATION POLICY. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AFFAIRS WAS $2,844,732 AND INCLUDES SALARY AND BENEFITS FOR EIGHT PROFESSIONALS AND FIVE 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 $ 462,901 GENERAL OFFICE OVERHEAD $ 308,923 PAID CONSULTANT, COALITION DUES $ 80,300 TRAVEL $ 14,449 DUES TO MEMBER ORGANIZATIONS $ 14,572 TOTAL $ 881,145 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

FieldValueIRS element (for citing)
Donor Advised Funds Held78DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held70FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$45,630,878DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$11,134,355FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$53,848,376DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$14,144,659FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$742,075,850DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$80,507,849FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,788,187,000BeginningYearBalanceAmt
Contributions$505,403,000ContributionsAmt
Investment Earnings Or Losses$91,944,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$340,758,811GrantsOrScholarshipsAmt
Other Expenditures$1,705,981,189OtherExpendituresAmt
End Year Balance$36,338,794,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,948,111,000BeginningYearBalanceAmt
Contributions$1,408,620,000ContributionsAmt
Investment Earnings Or Losses$8,761,609,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$325,695,774GrantsOrScholarshipsAmt
Other Expenditures$1,004,457,226OtherExpendituresAmt
End Year Balance$37,788,187,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,699,834,000BeginningYearBalanceAmt
Contributions$491,459,000ContributionsAmt
Investment Earnings Or Losses$2,111,876,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$309,759,498GrantsOrScholarshipsAmt
Other Expenditures$1,045,298,502OtherExpendituresAmt
End Year Balance$28,948,111,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,464,912,000BeginningYearBalanceAmt
Contributions$212,211,000ContributionsAmt
Investment Earnings Or Losses$2,325,746,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$298,183,610GrantsOrScholarshipsAmt
Other Expenditures$1,004,851,390OtherExpendituresAmt
End Year Balance$27,699,834,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,784,943,000BeginningYearBalanceAmt
Contributions$532,081,000ContributionsAmt
Investment Earnings Or Losses$2,387,634,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$281,036,268GrantsOrScholarshipsAmt
Other Expenditures$958,709,732OtherExpendituresAmt
End Year Balance$26,464,912,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46550BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.23270PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.30180TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$327,080,317OtherCostOrOtherBasisAmt
Book Value$327,080,317BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,286,494,342OtherCostOrOtherBasisAmt
Depreciation$4,127,690,226DepreciationAmt
Book Value$6,158,804,116BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,194,235,420OtherCostOrOtherBasisAmt
Depreciation$1,880,333,156DepreciationAmt
Book Value$313,902,264BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,512,088,390OtherCostOrOtherBasisAmt
Depreciation$407,952,385DepreciationAmt
Book Value$1,104,136,005BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,903,922,702TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$1,770,225,803F
COLLATERAL FOR SECURITIES LOAN$2,151,183F
DERIVATIVES-$8,968,311F
FIXED INCOME$2,421,961,339F
REAL ESTATE$10,032,000,126F
NATURAL RESOURCES$1,497,476,049F
PRIVATE EQUITIES$16,830,775,208F
ABSOLUTE RETURNS$6,703,158,447F
ASSETS HELD BY OTHER TRUSTEES$126,994,370F
OTHER INVESTMENTS$960,189,751F
ASSETS LIMITED TO USE$397,925,586F
HOSPITAL FUNDS IN MERGED POOL-$3,545,292,402F
FieldValueIRS element (for citing)
Total Book Value Securities$37,188,597,149TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
SECURITY AGREEMENTS$2,151,183
INCOME BENEFICIARY SHARE-SPLIT$662,633,456
LEASE LIABILITIES$743,179,996
CURRENT AND DEFERRED EXCISE TAX$196,516,142
FieldValueIRS element (for citing)
Total Liability$1,604,480,777TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 4THE 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 138-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 4INTENDED 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 OVER 21% 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 FY22, 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 $75,000 AND TYPICAL ASSETS RECEIVE ENOUGH SCHOLARSHIP ASSISTANCE TO COVER TUITION, ROOM AND BOARD, AND OTHER EXPENSES. BEGINNING FY23, UNDERGRADUATE FAMILIES WITH ANNUAL INCOMES BELOW $100,000 WILL NOT HAVE TO PAY TUITION, ROOM, OR BOARD. IN FY22, 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 FY22, OVER 80% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL SUPPORT. FOR THE YEAR ENDED AUGUST 31, 2022, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $ 394,119,817 STUDENT FINANCIAL AID $ 340,758,811 LIBRARIES $ 23,123,783
SCHEDULE D, PART X, LINE 2ASC 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3STANFORD 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 6ASTANFORD 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (88 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesCONFERENCES & SEMINARS$4,265
East Asia and the Pacific01Program ServicesCONFERENCES & SEMINARS$75,483
Europe (Including Iceland and Greenland)04Program ServicesCONFERENCES & SEMINARS$996,159
Middle East and North Africa02Program ServicesCONFERENCES & SEMINARS$26,161
North America02Program ServicesCONFERENCES & SEMINARS$90,169
Russia and the Newly Independent States00Program ServicesCONFERENCES & SEMINARS$3,513
South America00Program ServicesCONFERENCES & SEMINARS$6,280
South Asia01Program ServicesCONFERENCES & SEMINARS$33,278
Sub-Saharan Africa04Program ServicesCONFERENCES & SEMINARS$37,616
Central America and the Caribbean00Program ServicesEDUCATION$115,584
East Asia and the Pacific022Program ServicesEDUCATION$400,419
Europe (Including Iceland and Greenland)031Program ServicesEDUCATION$1,615,108
Middle East and North Africa00Program ServicesEDUCATION$171,224
North America015Program ServicesEDUCATION$492,396
Russia and the Newly Independent States00Program ServicesEDUCATION$5,714
South America02Program ServicesEDUCATION$127,887
South Asia114Program ServicesEDUCATION$424,190
Sub-Saharan Africa217Program ServicesEDUCATION$2,624,154
East Asia and the Pacific10Program ServicesFOREIGN CENTER$2,017,248
Central America and the Caribbean00Program ServicesFOREIGN TRAVEL$93,876
East Asia and the Pacific01Program ServicesFOREIGN TRAVEL$60,620
Europe (Including Iceland and Greenland)06Program ServicesFOREIGN TRAVEL$1,151,136
Middle East and North Africa01Program ServicesFOREIGN TRAVEL$15,085
North America01Program ServicesFOREIGN TRAVEL$176,098
Russia and the Newly Independent States00Program ServicesFOREIGN TRAVEL$3,092
South America05Program ServicesFOREIGN TRAVEL$61,419
South Asia00Program ServicesFOREIGN TRAVEL$70,206
Sub-Saharan Africa04Program ServicesFOREIGN TRAVEL$47,278
Central America and the Caribbean00Program ServicesINV. ADMINISTRATION$5,911
East Asia and the Pacific00Program ServicesINV. ADMINISTRATION$43,602
Europe (Including Iceland and Greenland)00Program ServicesINV. ADMINISTRATION$379,597
North America00Program ServicesINV. ADMINISTRATION$23,089
Antarctica00Program ServicesRESEARCH$382
Central America and the Caribbean02Program ServicesRESEARCH$178,731
East Asia and the Pacific159Program ServicesRESEARCH$2,492,063
Europe (Including Iceland and Greenland)099Program ServicesRESEARCH$10,024,241
Middle East and North Africa06Program ServicesRESEARCH$888,318
North America049Program ServicesRESEARCH$1,805,374
Russia and the Newly Independent States07Program ServicesRESEARCH$155,011
South America022Program ServicesRESEARCH$1,539,732
South Asia027Program ServicesRESEARCH$1,697,995
Sub-Saharan Africa044Program ServicesRESEARCH$681,009
East Asia and the Pacific19Program ServicesSTUDY ABROAD$823,810
Europe (Including Iceland and Greenland)5190Program ServicesSTUDY ABROAD$8,888,658
North America00Program ServicesSTUDY ABROAD$6,123
South America10Program ServicesSTUDY ABROAD$662,694
Sub-Saharan Africa114Program ServicesSTUDY ABROAD$772,035
Central America and the Caribbean00Program ServicesSTUDY TOURS$23,412
East Asia and the Pacific00Program ServicesSTUDY TOURS$201,006
Europe (Including Iceland and Greenland)00Program ServicesSTUDY TOURS$3,597,655
Middle East and North Africa00Program ServicesSTUDY TOURS$750,662
Russia and the Newly Independent States00Program ServicesSTUDY TOURS$127,566
South America00Program ServicesSTUDY TOURS$1,274,326
Sub-Saharan Africa00Program ServicesSTUDY TOURS$593,537
Europe (Including Iceland and Greenland)00Program ServicesTRAVEL STUDY$270,074
Middle East and North Africa00Program ServicesTRAVEL STUDY$14,691
North America00Program ServicesTRAVEL STUDY$2,665
South America00Program ServicesTRAVEL STUDY$9,264
Central America and the Caribbean00Investments$15,347,086,320
East Asia and the Pacific00Investments$223,234,501
Europe (Including Iceland and Greenland)00Investments$751,222,368
Middle East and North Africa00Investments$21,944
North America00Investments$225,800,463
South America00Investments$155,967,706
Sub-Saharan Africa00Investments$943,140,350
South America00INVESTMENT FEES$1,640,841
East Asia and the Pacific00INV. OPERATING SUBS$161,494
South America00INV. OPERATING SUBS$11,221
South Asia00INV. OPERATING SUBS$468,677
East Asia and the Pacific00Grantmaking$340,549
East Asia and the Pacific00Grantmaking$116,250
East Asia and the Pacific00Grantmaking$42,000
Europe (Including Iceland and Greenland)00Grantmaking$83,376
Europe (Including Iceland and Greenland)00Grantmaking$2,648,842
Middle East and North Africa00Grantmaking$155,825
North America00Grantmaking$1,144,669
North America00Grantmaking$14,000
South America00Grantmaking$94,435
South America00Grantmaking$22,400
South Asia00Grantmaking$577,243
South Asia00Grantmaking$113,325
Sub-Saharan Africa00Grantmaking$1,463,346
Sub-Saharan Africa00Grantmaking$305,418
East Asia and the Pacific10Fundraising$44,200
Europe (Including Iceland and Greenland)11Fundraising$28,822
Middle East and North Africa00Fundraising$8,246
North America01Fundraising$20,899
South America00Fundraising$15,423
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees98SubtotalEmployeesCnt
Continuation Total Office14ContinuationTotalOfficeCnt
Continuation Total Employee565ContinuationTotalEmployeeCnt
Total Office15TotalOfficeCnt
Total Employee663TotalEmployeeCnt
Subtotal Spent$4,625,446SubtotalSpentAmt
Continuation Spent$17,700,248,598ContinuationSpentAmt
Total Spent$17,704,874,044TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (68 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
East Asia and the PacificRESEARCH SUB$159,403CHECK/WIRE
East Asia and the PacificRESEARCH SUB$94,887CHECK/WIRE
East Asia and the PacificRESEARCH SUB$66,438CHECK/WIRE
East Asia and the PacificRESEARCH SUB$11,939CHECK/WIRE
East Asia and the PacificRESEARCH SUB$7,883CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$299,989CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$273,307CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$213,118CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$174,282CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$145,197CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$144,351CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$120,390CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$116,217CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$113,954CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$103,509CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$102,651CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$96,318CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$83,107CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$72,242CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$70,858CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$66,757CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$50,814CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$43,941CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$40,464CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$40,250CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$40,000CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$39,942CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$36,885CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$34,516CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$26,562CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$19,990CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$16,866CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$16,760CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$15,371CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$12,506CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$11,088CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$6,640CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$93,626CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$53,766CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$8,433CHECK/WIRE
North AmericaRESEARCH SUB$404,683CHECK/WIRE
North AmericaRESEARCH SUB$324,000CHECK/WIRE
North AmericaRESEARCH SUB$99,620CHECK/WIRE
North AmericaRESEARCH SUB$94,494CHECK/WIRE
North AmericaRESEARCH SUB$70,867CHECK/WIRE
North AmericaRESEARCH SUB$49,359CHECK/WIRE
North AmericaRESEARCH SUB$37,549CHECK/WIRE
North AmericaRESEARCH SUB$23,499CHECK/WIRE
North AmericaRESEARCH SUB$21,726CHECK/WIRE
North AmericaRESEARCH SUB$18,872CHECK/WIRE
South AmericaRESEARCH SUB$48,883CHECK/WIRE
South AmericaRESEARCH SUB$25,134CHECK/WIRE
South AmericaRESEARCH SUB$20,418CHECK/WIRE
South AsiaRESEARCH SUB$258,903CHECK/WIRE
South AsiaRESEARCH SUB$121,175CHECK/WIRE
South AsiaRESEARCH SUB$111,951CHECK/WIRE
South AsiaRESEARCH SUB$44,848CHECK/WIRE
South AsiaRESEARCH SUB$40,366CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$545,313CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$180,674CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$174,864CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$153,170CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$138,220CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$120,799CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$84,164CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$38,981CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$15,000CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$12,162CHECK/WIRE
FieldValueIRS element (for citing)
Total501c3 Org64Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
INTERNSHIP STIPENDSEurope (Including Iceland and Greenland)17$83,376CHECK/EFT
STIPENDSEast Asia and the Pacific3$42,000CHECK/EFT
STIPENDSNorth America1$14,000CHECK/EFT
STIPENDSSouth America2$22,400CHECK/EFT
STIPENDSSouth Asia10$113,325CHECK/EFT
STIPENDSSub-Saharan Africa31$305,418CHECK/EFT
SCHOLARSHIPSEast Asia and the Pacific14$116,250CHECK/EFT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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." DURING THE YEAR ENDED AUGUST 31, 2022, OPERATIONS AND PROGRAMS THAT HAD BEEN PUT ON HOLD DUE TO THE COVID PANDEMIC WERE RESUMED, INCLUDING TRAVEL AND PROGRAM ACTIVITIES CONDUCTED OUTSIDE THE US. SUBAWARDS: PROCEDURES FOR MONITORING SUBAWARDS (DISCUSSED FURTHER BELOW UNDER 3.GRANTMAKING) INCLUDE AN INITIAL RISK ASSESSMENT OF THE RECIPIENT TOGETHER WITH A REVIEW OF AUDIT/FINANCIALS. THIS ASSESSMENT DETERMINES THE SCOPE OF 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.
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, 2022, AMOUNTS ASSOCIATED WITH PROGRAM SERVICES WERE SIGNIFICANTLY HIGHER THAN IN PRIOR YEARS DUE TO THE RESUMPTION OF OPERATIONS AND PROGRAMS THAT HAD BEEN IMPACTED BY COVID-19. -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. CONSISTENT WITH FINANCIAL STATEMENT TREATMENT, WHERE SALARIES ARE INCURRED, A COST ALLOCATION FOR FRINGE BENEFITS IS ADDED TO SALARIES FOR REPORTING PURPOSES. -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, 2022 AT FAIR MARKET VALUE, DETERMINED IN ACCORDANCE WITH US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INVESTMENT MANAGEMENT FEES ARE DIRECT FEES EXPENSED DURING FISCAL YEAR 2022. 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, 2022 (FY 2022), 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 $781 MILLION OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. STUDENT FINANCIAL AID TO GRADUATE AND UNDERGRADUATE STUDENTS INCREASED BY $62 MILLION TO $402 MILLION IN FY 2022 DESPITE UNDERGRADUATE TUITION REMAINING FLAT IN FY2022. THIS INCREASE WAS DRIVEN BY AN INCREASE IN FINANCIAL AID RECIPIENTS AS A RESULT OF HIGHER ENROLLMENT, A HIGHER NUMBER OF STUDENTS IN UNIVERSITY HOUSING, AND INCREASED ELIGIBILITY TO RECEIVE AID UNDER THE UNIVERSITY'S EXPANDED FINANCIAL AID PROGRAMS. IN ADDITION, THE UNIVERSITY ALSO PROVIDED SUPPORT IN THE FORMS OF STIPENDS, TEACHING AND RESEARCH ASSISTANTSHIPS AND RELATED ALLOWANCES FOR TUITION OF $379 MILLION IN FY 2022. 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 ORGANIZATIONSSUBAWARDS 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 INDIVIDUALSPAYMENTS 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. THE NUMBER OF RECIPIENTS REPORTED IN PART III REFLECT IDENTIFIABLE ACTUAL RECIPIENTS OF THOSE PROGRAMS, OR OTHER IDENTIFIED STUDENT RECIPIENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
BRUNSWICK GROUP LLC
245 PARK AVE 14TH FLNEW YORKNY10167BRANDINGfalse$310,000
MARA MCCLELLAN
2842 ASHBY AVENUEBERKELEYCA94705CONSULTINGfalse$42,581
THE STELTER COMPANY
10435 NEW YORK AVENUEDES MOINESIA50322BROCHURESfalse$47,456
JOHN DAVID SCHRAMM II
702 LAS OVEJAS AVESAN RAFAELCA94903CONSULTINGfalse$8,000
ONE SIXTY OVER NINETY LLC
510 WALNUT ST 19TH FLPHILADELPHIAPA19106BRANDINGfalse$138,824
MJM PARTNERS
40 PALMER LANEPORTOLA VALLEYCA94028PLANNING & MANAGEMENTfalse$60,000
LORI L ASHCROFT
5913 WILLOUGHBY AVELOS ANGELESCO90038ARTWORK DESIGNSfalse$8,420
DAVID STARK DESIGN AND PRODUCTION
219 36TH ST 3ABROOKLYNNY11232DESIGN AND PRODUCTIONfalse$37,500
FieldValueIRS element (for citing)
Total Retained By Contractors$652,781TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1UNDER ONE LUNCHEvent1Nm
Gross Receipts Event1$3,139,014GrossReceiptsEvent1Amt
Charitable Contri Event1$3,112,764CharitableContriEvent1Amt
Gross Revenue Event1$26,250GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$22,536RentFacilityCostsEvent1Amt
Food And Beverage Event1$105,780FoodAndBeverageEvent1Amt
Entertainment Event1$14,501EntertainmentEvent1Amt
Other Direct Expenses Event1$279,566OtherDirectExpensesEvent1Amt
Event2RODIN MOONLIGHTEvent2Nm
Gross Receipts Event2$801,015GrossReceiptsEvent2Amt
Charitable Contri Event2$722,723CharitableContriEvent2Amt
Gross Revenue Event2$78,292GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$5,317RentFacilityCostsEvent2Amt
Food And Beverage Event2$106,277FoodAndBeverageEvent2Amt
Entertainment Event2$16,096EntertainmentEvent2Amt
Other Direct Expenses Event2$111,048OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$429,285GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$366,575CharitableContriOtherEventsAmt
Gross Revenue Other Events$62,710GrossRevenueOtherEventsAmt
Cash Prizes Other Events$2,155CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$21,698FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$141,349OthDirectExpnssOtherEventsAmt
Gross Receipts Total$4,369,314GrossReceiptsTotalAmt
Charitable Contributions Tot$4,202,062CharitableContributionsTotAmt
Gross Revenue Total Events$167,252GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,155CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$27,853RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$233,755FoodAndBeverageTotalEventsAmt
Entertainment Total Events$30,597EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$531,963OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$826,323DirectExpenseSummaryEventsAmt
Net Income Summary-$659,071NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (97 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALL SAINTS DAY SCHOOL
8060 CARMEL VALLEY RDCARMELCA93923770296750501(C)(3)$50,000PROJECT SUPPORT
ALLIANCE FOR SCHOOL CHOICE
1020 19TH ST NW STE 675WASHINGTONDC20036522111508501(C)(3)$250,000GENERAL SUPPORT
AMERICAN FDS OXFORD CENTRE HEBREW JEWISH
CO 279 FRANKLIN STNEWTONMA02458132943469501(C)(3)$25,000SCHOLARSHIP SUPPORT
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701208817225501(C)(3)$20,000FUND SUPPORT
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING STSAN JOSECA95126941160938501(C)(3)$400,000NEW DORM SUPPORT
BEN-GURION UNIVERSITY OF THE NEGEV
1001 AVENUE OF THE AMERICAS 19TH FLNEW YORKNY10018237270753501(C)(3)$20,000SCHOLARSHIP SUPPORT
BROADWAY DREAMS
8965 BROCKHAM WAYALPHARETTAGA30022264771520501(C)(3)$7,500GENERAL SUPPORT
BUCK INSTITUTE FOR AGE RESEARCH
8001 REDWOOD BLVDNOVATOCA94945943030609501(C)(3)$150,000RESEARCH FUND SUPPORT
CA JEWISH LEGISLATIVE CAUCUS LEADERSHIP FDN
777 S FIGUEROA ST STE 4050LOS ANGELESCA90017465381434501(C)(3)$400,000PROGRAM SUPPORT
CALMATTERS
1017 L ST 261 9TH FLSACRAMENTOCA95814472474086501(C)(3)$25,000GENERAL SUPPORT
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVEPITTSBURGHPA15213250969449501(C)(3)$150,000PROGRAM SUPPORT
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVEPITTSBURGHPA15213250969449501(C)(3)$100,000FELLOWSHIP SUPPORT
CHABAD NP
115 MONTE DIABLO AVESAN MATEOCA94401208178258501(C)(3)$125,000NEW BUILDING SUPPORT
CHILDREN'S HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304941312311501(C)(3)$435,000GENERAL SUPPORT
CODEORG
1501 4TH AVE STE 900SEATTLEWA98101460858543501(C)(3)$25,000GENERAL SUPPORT
COLUMBIA UNIVERSITY
615 W 131ST ST 3RD FLNEW YORKNY10027135598093501(C)(3)$25,000COLUMBIA GLOBAL REPORTS
COMMONWEALTH CLUB OF CALIFORNIA
110 EMBARCADEROSAN FRANCISCOCA94105940399260501(C)(3)$125,000GENERAL SUPPORT
COMMONWEALTH CLUB OF CALIFORNIA
110 EMBARCADEROSAN FRANCISCOCA94105940399260501(C)(3)$125,000EMERGENCY NEED
CORNELL UNIVERSITY
130 E SENECA STITHACANY14850150532082501(C)(3)$100,000COLLEGE SUPPORT
COUNCIL ON FOREIGN RELATIONS INC
58 E 68TH STNEW YORKNY10065131628168501(C)(3)$250,000GENERAL SUPPORT
CURIODYSSEY
1651 COYOTE POINT DRSAN MATEOCA94401941262434501(C)(3)$50,000GENERAL SUPPORT
DUKE UNIVERSITY
BOX 104132DURHAMNC27708560532129501(C)(3)$100,000GENERAL SUPPORT
DUKE UNIVERSITY
BOX 104132DURHAMNC27708560532129501(C)(3)$100,000PROGRAM SUPPORT
FIDELITY INVESTMENT CHARITABLE GIFT FUND
200 SEAPORT BLVD MAIL ZONE NCW4BBOSTONMA02210110303001501(C)(3)$160,000CHARITABLE GIFT FUND
FIELD INSTITUTE OF TAOS
PO BOX 486ARROYO SECONM87514850442587501(C)(3)$150,000GENERAL SUPPORT
GEORGIA TECH FOUNDATION INC
760 SPRING ST NWATLANTAGA30308586043294501(C)(3)$25,000PROGRAM SUPPORT
GEORGIA TECH FOUNDATION INC
760 SPRING ST NWATLANTAGA30308586043294501(C)(3)$25,000ENDOWMENT SUPPORT
GRACE LUTHERAN CHURCH
3149 WAVERLY STPALO ALTOCA94306941251133501(C)(3)$15,000GENERAL SUPPORT
GRACE LUTHERAN CHURCH
3149 WAVERLY STPALO ALTOCA94306941251133501(C)(3)$25,000CAPITAL CAMPAIGN SUPPORT
HIGHER GROUND SUN VALLEY INC
PO BOX 6791KETCHUMID83340820512146501(C)(3)$25,000GENERAL SUPPORT
HILLEL AT STANFORD UNIVERSITY
565 MAYFIELD AVESTANFORDCA94305770492512501(C)(3)$30,000GENERAL SUPPORT
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10168135660870501(C)(3)$50,000UKRAINIAN CRISIS SUPPORT
J DAVID GLADSTONE INSTITUTES
1650 OWENS STSAN FRANCISCOCA94158237203666501(C)(3)$25,000GENERAL SUPPORT
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST ST JFCS ACCOUNTING DEPTSAN FRANCISCOCA94115941156528501(C)(3)$50,000GENERAL SUPPORT
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST ST JFCS ACCOUNTING DEPTSAN FRANCISCOCA94115941156528501(C)(3)$50,000COMMITTEE SUPPORT
KENNEBUNKPORT CLIMATE INITIATIVE
PO BOX 7004CAPE PORPOISEME04014844244790501(C)(3)$40,000GENERAL SUPPORT
LATINO LEADERSHIP ALLIANCE
PO BOX 720425SAN JOSECA95172271892083501(C)(3)$8,389GALA SUPPORT
LUCILE PACKARD CHILDREN'S HOSP AT STANFORD
725 WELCH RDPALO ALTOCA94304770003859501(C)(3)$20,000GENERAL SUPPORT
MAKE A WISH FOUNDATION OF AMERICA
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016860481941501(C)(3)$10,000GENERAL SUPPORT
MAKING WAVES FOUNDATION
3045 RESEARCH DRRICHMONDCA94806680204312501(C)(3)$500,000CAP SCHOLARS SUPPORT
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501(C)(3)$1,375,000PAVILION SUPPORT
MID-PENINSULA EDUCATION CENTER INC
1340 WILLOW RDMENLO PARKCA94025942693417501(C)(3)$100,000THINK BIG BE BOLD SUPPORT
NATIONAL WWII MUSEUM
945 MAGAZINE STNEW ORLEANSLA70130721200790501(C)(3)$100,000EXHIBIT SUPPORT
NEW YORK UNIVERSITY
25 W 4TH ST 4TH FLNEW YORKFL10012135562308501(C)(3)$7,500PROGRAM SUPPORT
NON-PROFIT HOUSING ASSN OF NORTHERN AMERICA
369 PINE STREET STE 350SAN FRANCISCOCA94104942741597501(C)(3)$20,000CONFERENCE SUPPORT
NORTHERN LIGHT SCHOOL
3710 DORISA AVE STE 320OAKLANDCA94605943097690501(C)(3)$100,000GENERAL SUPPORT
NOVA UKRAINE
963 MEARS CTSTANFORDCA94305465335435501(C)(3)$10,000GENERAL SUPPORT
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HWYMALIBUCA90263951644037501(C)(3)$150,000PROFESSORSHIP SUPPORT
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAYOAKLANDCA94612943136771501(C)(3)$320,000FELLOWSHIP SUPPORT
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STNEW YORKNY10038131644147501(C)(3)$10,000GENERAL SUPPORT
PROFESSIONAL CHILDRENS SCHOOL
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RAFIKI FOUNDATION
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REJOICE MINISTRIES INTERNATIONAL
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SAMUEL MERRITT UNIVERSITY
3100 TELEGRAPH AVEOAKLANDCA94609942992642501(C)(3)$30,000SCHOLARSHIP SUPPORT
SAN FRANCISCO OPERA ASSOCIATION
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SAN FRANCISCO PARKS ALLIANCE
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SAN FRANCISCO ZOOLOGICAL SOCIETY
1 ZOO RDSAN FRANCISCOCA94132941429538501(C)(3)$300,000EXHIBIT SUPPORT
SANTA FE JAZZ
2001 FORT UNION DRSANTA FENM87505471314790501(C)(3)$10,000GENERAL SUPPORT
SANTA FE JEWISH CENTER-CHABAD
230 W MANHATTAN AVESANTA FENM87501850446049501(C)(3)$25,000GENERAL SUPPORT
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125942614101501(C)(3)$50,000GENERAL SUPPORT
SHARKS FOUNDATION
525 W SANTA CLARA STSAN JOSECA95113770374062501(C)(3)$50,000GENERAL SUPPORT
SHED NYC INC
545 WEST 30TH ST 5TH FLNEW YORKNY10001900884353501(C)(3)$1,000,000GENERAL SUPPORT
SPUR PLATINUM
654 MISSION STREETSAN FRANCISCOCA94105941498232501(C)(3)$12,000AWARD SUPPORT
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501(C)(3)$25,000GENERAL SUPPORT
ST NICHOLAS & ST WILLIAM PARISH
473 LINCOLN AVELOS ALTOSCA94022942734503501(C)(3)$10,000GENERAL SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$145,000HEALTH CARE PARTNERS
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$36,500PROGRAM SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$1,250,000BACHTEL FUND
STANFORD JEWISH CENTER
1289 COLLEGE AVEPALO ALTOCA94306731655874501(C)(3)$700,000CONSTRUCTION SUPPORT
STONY BROOK FOUNDATION INC
230 ADMINISTRATION BLDGSTONY BROOKNY11794116077945501(C)(3)$100,000FELLOWSHIP SUPPORT
TAOS SPORTS ASSOCIATES INC
PO BOX 3011TAOSNM87571850241076501(C)(3)$150,000GENERAL SUPPORT
TEACH FOR AMERICA INC
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THE FEDERALIST SOCIETY FOR LAWPUB POLICY
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THE INDEPENDENT INSTITUTE
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THE KOSCIUSZKO FOUNDATION
15 E 65TH STNEW YORKNY10065131628179501(C)(3)$200,000RESEARCH SUPPORT
THE RONALD MCDONALD HOUSE CHARITY BAY AREA
520 SAND HILL RDPALO ALTOCA94304942538615501(C)(3)$10,000GENERAL SUPPORT
THE RONALD REAGAN PRESIDENTIAL FOUNDATION
40 PRESIDENTIAL DR STE 200SIMI VALLEYCA93065770054631501(C)(3)$79,000SCHOOL SUPPORT
THE TECH INTERACTIVE
201 S MARKET STSAN JOSECA95113942864660501(C)(3)$50,000GENERAL SUPPORT
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TIPPING POINT COMMUNITY
220 MONTGOMERY ST STE 850SAN FRANCISCOCA94104202121739501(C)(3)$500,000GENERAL SUPPORT
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UNIVERSITY OF CALIFORNIA SANTA BARBARA - UC REGENT
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UNIVERSITY OF ROCHESTER
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US OLYMPIC AND PARALYMPIC FOUNDATION
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VA PALO ALTO HEALTH CARE SYSTEM
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VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085231352688501(C)(3)$50,000FUND SUPPORT
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451 LEXINGTON PKWY N STE 100SAINT PAULMN55104208505156501(C)(3)$50,000SCHOLAR SUPPORT
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WOMEN'S SPORTS FOUNDATION INC
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FieldValueIRS element (for citing)
Total501c3 Org88Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID TO STUDENTSGrantTypeTxt
Recipient12653RecipientCnt
Cash Grant$624,575,743CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGRANTS AND ASSISTANCEFormAndLineReferenceDesc
ExplanationPART 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 FY22, 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 $75,000 AND TYPICAL ASSETS RECEIVE ENOUGH SCHOLARSHIP ASSISTANCE TO COVER TUITION, ROOM AND BOARD, AND OTHER EXPENSES. BEGINNING FY23, UNDERGRADUATE FAMILIES WITH ANNUAL INCOMES BELOW $100,000 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 FY22, APPROXIMATELY 80% 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 $401,531,195 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $223,741,316 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $696,768 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 PRIVILEDGES 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARC TESSIER-LAVIGNE
PRESIDENT/TRUSTEE$1,104,624$0$0$0$0$0$315,082$0$169,832$0$1,589,538$0$0$0
RYAN M ADESNIK
VP GOVERNMENT AFFAIRS$370,795$0$50,000$0$0$0$31,083$0$46,847$0$498,725$0$0$0
JON DENNEY
VP DEVELOPMENT$632,449$0$156,450$0$0$0$58,167$0$45,645$0$892,711$0$0$0
PERSIS DRELL
PROVOST$805,643$0$0$0$0$0$273,860$0$158,952$0$1,238,455$0$0$0
FARNAZ KHADEM
VP COMMUNICATION$390,104$0$50,000$0$26,667$0$63,600$0$27,654$0$558,025$0$0$0
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO$752,377$0$0$0$720,794$0$199,667$0$35,107$0$1,707,945$0$333,333$0
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST$550,457$0$0$0$1,152,730$0$239,000$0$20,523$0$1,962,710$0$388,889$0
MARTIN SHELL
VP & CHIEF ERO$702,115$0$250,000$0$774,388$0$207,138$0$347,344$0$2,280,985$0$208,333$0
ROBERT F WALLACE
CHIEF EXECUTIVE OFFICER, SMC$1,019,345$0$2,546,666$0$1,536,395$0$673,534$0$119,796$0$5,895,736$0$532,531$0
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.$451,323$0$70,000$0$362,558$0$62,333$0$46,041$0$992,255$0$166,667$0
ELIZABETH ZACHARIAS
VP HUMAN RESOURCES$412,979$0$83,030$0$26,927$0$39,000$0$31,958$0$593,894$0$0$0
DEBRA ZUMWALT
VP GENERAL COUNSEL$760,215$0$0$0$70,865$0$405,471$0$17,607$0$1,254,158$0$0$0
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE$1,724,329$0$250,000$0$110,364$0$329,000$0$32,941$0$2,446,634$0$0$0
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC$1,850,565$0$2,587,500$0$278,395$0$27,313$0$27,018$0$4,770,791$0$0$0
JAY KANG
SR. MD, SMC$711,155$0$1,361,000$0$472,705$0$259,781$0$46,320$0$2,850,961$0$114,546$0
DAVID SHAW
DIRECTOR OF FOOTBALL$5,888,721$0$800,000$0$665,222$0$24,697$0$38,125$0$7,416,765$0$457,213$0
MARK SHOBERG
SR. MD, SMC$530,016$0$1,440,250$0$557,868$0$258,974$0$36,999$0$2,824,107$0$0$0
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY$1,536,088$0$1,137,570$0$0$0$18,034$0$67,865$0$2,759,557$0$0$0
JOHN ETCHEMENDY
PROF H&S & FORMER PROVOST$412,830$0$142,667$0$2,223$0$29,000$0$33,832$0$620,552$0$0$0
BRADLEY HAYWARD
FORMER INTERIM VP COMMUN.$260,390$0$15,000$0$30,680$0$15,956$0$48,807$0$370,833$0$0$0
HOWARD B PEARSON
FORMER INTERIM VP DEVT.$395,086$0$71,606$0$0$0$29,000$0$14,835$0$510,527$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST-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, DAVID SHAW LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES DURING CALENDAR YEAR 2021. 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 PERSON LISTED ON PART VII RECEIVED COMPANION TRAVEL DURING CALENDAR YEAR 2021. 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 2021. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2021: FARNAZ KHADEM, JOHN ETCHEMENDY, FRANK HANLEY, LLOYD B. MINOR, MARTIN SHELL, ROBERT F. WALLACE, BRADLEY HAYWARD, ELIZABETH ZACHARIAS, AND MARK SHOBERG. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 4BDEFERRED 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 2021: DAVID SHAW, $637,973; ROBERT F. WALLACE, $1,516,283; ROBERT C. REIDY, $790,545; MARTIN SHELL, $365,320; JAY KANG, $472,505; RANDALL LIVINGSTON, $703,946; HOWARD WOLF, $351,973; MARK SHOBERG, $444,132. 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 FY2022, 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, 2021 WAS $288,982.
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 (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S
A521705592130175P892004-06-24$181,196,530SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3
B521705592130178JD92007-06-19$153,277,097SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5
C521705592130178TQ92009-08-04$59,147,724SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1
D521705592130178VU72010-05-05$251,631,228SEE SCHEDULE K, PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate 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$02006Yes (true)falseYes (true)Yes (true)
B$0$0$156,107,342$0$595,440$0$661,216$0$0$64,355,560$90,495,126$02009Yes (true)falseYes (true)Yes (true)
C$0$0$59,148,032$0$0$0$1,644$0$0$0$59,146,388$02003falseYes (true)Yes (true)Yes (true)
D$0$0$251,878,327$0$1,310,928$0$1,631,228$0$0$112,489,072$136,447,099$02012Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
C0
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
TAX-EXEMPT BONDSFOR 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 FDESCRIPTION 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 T-5 - ADVANCE REFUND $59,180,000 OF CEFA SERIES P REVENUE BONDS - ISSUED MARCH 30, 1999. D. 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, LINE 3TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS.
FORM 990, SCHEDULE K, PART IIIREFINANCING CEFA SERIES T-5 PROCEEDS WERE USED TO REFINANCE DEBT ISSUED PRIOR TO JANUARY 1, 2003. ACCORDINGLY, PART III IS NOT COMPLETED FOR THIS ISSUE. 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 S 0.5476% CEFA SERIES T-1&3 0.4314% CEFA SERIES T-5 0.0028% CEFA SERIES U-1 0.6483%
FORM 990, SCHEDULE K, PART IVFORM 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 T-5 HAD A REBATE CALCULATION PERFORMED ON AUGUST 9, 2010. D. 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2
A521705592130178M862012-04-17$99,193,766SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3
B521705592130178X762013-05-15$351,795,122SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4
C521705592130178X842013-05-15$52,773,978SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6
D5217055921301783W42014-05-14$350,002,728SEE SCHEDULE K, PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$99,194,474$0$0$0$572,646$0$0$0$98,621,828$02003Yes (true)falseYes (true)Yes (true)
B$0$0$351,884,550$0$7,095,560$0$1,247,028$0$0$337,716,685$5,825,277$02013Yes (true)falseYes (true)Yes (true)
C$0$0$52,773,989$0$0$0$193,613$0$0$0$52,580,376$02003falseYes (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$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0
B0.00000falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.00000falsefalsefalseYes (true)
C0
D0.00000falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE K, PART I, COLUMN FDESCRIPTION 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 3TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS.
FORM 990, SCHEDULE K, PART IIIREFINANCING 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 IVFORM 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 (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7
A521705592130179GV02016-06-22$250,000,550SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1
B521705592130179SD72019-04-04$599,999,105SEE SCHEDULE K, PART VIfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2
C521705592130179TN42021-04-28$374,997,928SEE SCHEDULE K, PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$252,402,872$0$6,606,403$0$0$0$0$243,394,147$2,402,322$0falsefalseYes (true)Yes (true)
B$0$0$602,254,637$0$11,283,625$0$0$0$0$338,966,293$252,004,719$0Yes (true)Yes (true)falseYes (true)
C$0$0$375,301,062$0$3,966,925$0$0$0$0$65,215,939$224,115,000$82,003,198Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE K, PART I, COLUMN FDESCRIPTION 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.
FORM 990, SCHEDULE K, PART II, LINE 3TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS.
FORM 990, SCHEDULE K, PART III, LINES 4-5PRIVATE 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%
FORM 990, SCHEDULE K, PART IVFORM 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, 2022.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
JOHN ETCHEMENDY
FORMER OFFICERHOUSINGYes (X)$1,710,000$1,710,000falseYes (true)Yes (true)
LLOYD B MINOR
KEY EMPLOYEEHOUSINGYes (X)$780,534$780,534falseYes (true)Yes (true)
ELIZABETH ZACHARIAS
OFFICERHOUSINGYes (X)$700,000$700,000falseYes (true)Yes (true)
ELIZABETH ZACHARIAS
OFFICERHOUSINGYes (X)$250,000$250,000falseYes (true)Yes (true)
ELIZABETH ZACHARIAS
OFFICERHOUSINGYes (X)$100,000$100,000falseYes (true)Yes (true)
ELIZABETH ZACHARIAS
OFFICERHOUSINGYes (X)$100,000$40,000falseYes (true)Yes (true)
FARNAZ KHADEM
OFFICERHOUSINGYes (X)$512,100$512,100falseYes (true)Yes (true)
FARNAZ KHADEM
OFFICERHOUSINGYes (X)$170,700$170,700falseYes (true)Yes (true)
FARNAZ KHADEM
OFFICERHOUSINGYes (X)$85,350$85,350falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$4,348,684TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ARIA ANVAR
SEE PART V$27,785COMPENSATIONfalse
KEITH M BAKER
SEE PART V$390,047COMPENSATIONfalse
JEANNE MARIE DAVILA
SEE PART V$227,275COMPENSATIONfalse
ROBERT HASSAN EHSAN
SEE PART V$265,284COMPENSATIONfalse
MARY HYNES
SEE PART V$36,297COMPENSATIONfalse
LISA PEARSON
SEE PART V$61,218COMPENSATIONfalse
JAMES WELCH
SEE PART V$206,378COMPENSATIONfalse
KATHERINE L WOLF
SEE PART V$76,138COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART IILOANS 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 IIIGRANTS 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 IVBUSINESS 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: $27,785 IN CASH COMPENSATION DURING FISCAL YEAR 2022 EARNED IN HIS POSITION AS PART TIME PHYSICIAN AT ENVIRONMENTAL HEALTH AND SAFETY. (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: $328,693 IN CASH COMPENSATION AND $61,354 IN BENEFITS DURING FISCAL YEAR 2022 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: JEANNE MARIE DAVILA (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SISTER OF FORMER PROVOST JOHN ETCHEMENDY (C) AMOUNT OF TRANSACTION: $190,820 IN CASH COMPENSATION AND $36,455 IN BENEFITS DURING FISCAL YEAR 2022 EARNED IN HER FULL TIME STAFF POSITION 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: $224,967 IN CASH COMPENSATION AND $40,317 IN BENEFITS DURING FISCAL YEAR 2022 EARNED IN HIS POSITION AS ASSISTANT COACH OF MEN'S BASKETBALL. (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: $36,297 IN CASH COMPENSATION DURING FISCAL YEAR 2022 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: LISA PEARSON (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF FORMER INTERIM OFFICER, HOWARD B. PEARSON (C) AMOUNT OF TRANSACTION: $48,602 IN CASH COMPENSATION AND $12,616 IN BENEFITS DURING FISCAL YEAR 2022 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: $193,611 IN CASH COMPENSATION AND $12,767 IN BENEFITS DURING FISCAL YEAR 2022 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: $76,138 IN CASH COMPENSATION DURING FISCAL YEAR 2022 EARNED THROUGH HER BUSINESS KATALYST COACHING WITH STANFORD (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution26ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1419ContributionCnt
Noncash Contributions Rpt F990$220,894,403NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,789,005NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$12,816,393NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$7,825,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)COMPUTERS AND ACCESSORIES4$1,225,661FAIR MRKT VALUE
Yes (X)OTHER EQUIPMENT6$298,878FAIR MRKT VALUE
Yes (X)DIGITAL CURRENCY2$4,028,150FAIR MRKT VALUE
Yes (X)MUSICAL INSTRUMENTS2$33,500FAIR MRKT VALUE
Yes (X)HORSES2$0N/A
Yes (X)COPYRIGHT ROYALTY1$1,376AVERAGE INCOME
FieldValueIRS element (for citing)
Form8283 Received50Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART IFormAndLineReferenceDesc
ExplanationIN 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, LINE KFORM 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, SERVING ON A FUNDRAISING COMMITTEE, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 11,500 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 2,304 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,761 UNDERGRADUATE AND 9,565 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 4ASTATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $2,413,534,684 INCLUDING GRANTS OF $57,659,728; REVENUE $992,945,669) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 17,326 STUDENTS, INCLUDING 7,761 UNDERGRADUATE AND 9,565 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,304-PERSON FACULTY INCLUDES 21 NOBEL LAUREATES AND 4 PULITZER PRIZE WINNERS. STANFORD HAS SEVEN SCHOOLS: BUSINESS, DOERR SCHOOL OF SUSTAINABILITY, EDUCATION, ENGINEERING, HUMANITIES AND SCIENCES, LAW, AND MEDICINE. UNDERGRADUATES CHOOSE AMONG 67 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 4BSTATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $1,436,469,206 INCLUDING GRANTS OF $22,727,771; $251,321,993 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 4CSTATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS (EXPENSES $612,039,586 INCLUDING GRANTS OF $78,415; REVENUE $1,753,573,303.) 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 13,000 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 $2,053,261,895 INCLUDING GRANTS OF $578,415,424; REVENUE $435,910,919.) 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 FINANCIAL STATEMENTS; ASSETS AND LIABILITIES ARE OWNED BY DOE AND THEREFORE EXCLUDED ON STANFORD'S BALANCE SHEET. ACCORDINGLY, CONSTRUCTION EXPENDITURES ARE RECORDED AS EXPENDITURES HEREIN. DESPITE THE IMPACT OF EXTERNAL FACTORS, SUCH AS INFLATION, RISING INTEREST RATES, AND GEOPOLITICS ON THE UNIVERSITY'S FINANCES THIS PAST YEAR, THE STANFORD COMMUNITY HAS CONTINUED TO WORK TO ADVANCE THE AIMS OF ITS LONG-RANGE VISION, AND THE UNIVERSITY HAS CONTINUED TO SUPPORT OUR COMMUNITY'S RECOVERY FROM THE PANDEMIC. IN FY22, STANFORD ANNOUNCED A TRANSFORMATIVE $1.1 BILLION GIFT FROM JOHN AND ANN DOERR, ALONG WITH THE GIFTS OF OTHER GENEROUS LEAD DONORS, TO LAUNCH THE NEW STANFORD DOERR SCHOOL OF SUSTAINABILITY. WITH ITS NOVEL THREE-PART STRUCTURE OF TRADITIONAL DEPARTMENTS, INTERDISCIPLINARY INSTITUTES, AND A SUSTAINABILITY ACCELERATOR, THE SCHOOL AIMS TO HELP STANFORD BUILD FUNDAMENTAL KNOWLEDGE OF THE EARTH AND ITS SYSTEMS, ACCELERATE THE DEVELOPMENT OF SOLUTIONS TO THE CLIMATE CRISIS AT SCALE, AND EDUCATE TOMORROW'S PROBLEM-SOLVERS IN THIS URGENT AREA. IN ADDITION TO THE NEW SCHOOL, STANFORD MADE STRIDES ACROSS THE OTHER PILLARS OF ITS VISION. STANFORD ADVANCED FUNDAMENTAL RESEARCH PRIORITIES, INCLUDING FUNDING FOR PROFESSORSHIPS, GRADUATE FELLOWSHIPS, AND UNDERGRADUATE SCHOLARSHIPS. STANFORD ALSO LAUNCHED THE NEW FIRST YEAR REQUIREMENT, CIVIC, LIBERAL, AND GLOBAL EDUCATION, OR COLLEGE, INTENDED TO ENSURE THAT ALL STUDENTS ENGAGE DEEPLY WITH ETHICS AND CIVIC RESPONSIBILITY DURING THEIR TIME AT STANFORD. IN SEPTEMBER 2021, THE UNIVERSITY ANNOUNCED AN AGREEMENT WITH NOTRE DAME DE NAMUR UNIVERSITY (NDNU) TO WORK TOWARD STANFORD'S PURCHASE OF NDNU'S CAMPUS IN BELMONT, CA, WITH THE GOAL OF SUPPORTING THE ACADEMIC MISSIONS OF BOTH UNIVERSITIES.
FORM 990 PART IV, LINES 12A AND 12BAUDIT OF FINANCIAL STATEMENTS STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED AUGUST 31, 2022 AND AUGUST 31, 2021 WERE AUDITED BY THE ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS ("PWC"). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY'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 4BSTANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK AND/OR INVESTMENT ACCOUNTS IN THE FOLLOWING COUNTRIES: CAYMAN ISLANDS; 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 2BUSINESS 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 & BREVIEW 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 12CCONFLICT 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 15COMPENSATION 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 19STANFORD 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 BHOURS 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 BINDEPENDENT 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 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $ 92,527,000 CHANGE IN VALUE OF SPLIT INTEREST 59,443,567 NET HOSPITAL TRANSFERS 182,341,881 CHANGE IN VALUE OF SWAP AGREEMENTS 18,541,736 CHANGE IN NON-CONTROLLING INTEREST (26,892,594) ------------------------- $ 325,961,590

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (55 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
200 GREGORY STREET LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATECO$0$0STANFORD
ANTS AT WORK LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365RESEARCHNM$0$0STANFORD
ARCOLA LLC
635 KNIGHT WAYSTANFORDCA94305204222260REAL ESTATEDEARCOLA VENTU
ARCOLA RESIDENTIAL DEVELOPMENT LLC
635 KNIGHT WAYSTANFORDCA94305800804754REAL ESTATEDEARCOLA VENTU
ARCOLA RETAIL DEVELOPMENT LLC
635 KNIGHT WAYSTANFORDCA94305800804058REAL ESTATEDEARCOLA VENTU
ATFIV DIRECT LLC
635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTSDE$0$0STANFORD
CANES VENATICI LLC
635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTSDE$0$139,146,278STANFORD
CYPRESS MARINA HEIGHTS AHU LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSCACYPRESS MARI
CYPRESS MARINA PARTNERS LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSCA$0$0STANFORD
G318 LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSCA$0$394,000STANFORD
GRE PROPERTIES II LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATEDE-$916-$3,565STANFORD
GRE PROPERTIES LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365REAL ESTATEDE-$567-$32,565STANFORD
GREGORY STREET ACQUISITION LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATECO-$76,902$4,173,167STANFORD
HP OUTLAWS LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATEDE$0$0STANFORD
JPS NO 1 LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATEDE$0$0STANFORD
JPS NO 2 LLC
415 BROADWAYREDWOOD CITYCA94063941156365REAL ESTATEDE$0$0STANFORD
KAPPA CYGNI LLC
635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTSDE$0$44,935,155STANFORD
Lerna LLC
635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTSDE$0$82,113,032STANFORD
Nymeria LLC
635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTSDE$1,523,735$22,211,625STANFORD
OCA HOLDINGS LLC
415 BROADWAY 3RD FLOORREDWOOD CITYCA94063941156365REAL ESTATECA$0$0STANFORD
RED 238 LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$24,615,556STANFORD
RED ALPINE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED ALTA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$3,157,143$0STANFORD
RED ALVARADO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$19,701,646STANFORD
RED ARBORETUM LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$92,670,631$19,586,420STANFORD
RED ARDENWOOD LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$5,073STANFORD
RED BART LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$2,870,640STANFORD
RED BROADWAY LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$276,891$69,200,045STANFORD
RED CAMINO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$4,046,381$2,203,195STANFORD
RED CLOSE UP LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$612,333$37,845,897STANFORD
RED DECOTO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$29,792,989STANFORD
RED DISH LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$585,340STANFORD
RED FOOTHILLS LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$4,805,573$123,497,140STANFORD
RED HILLSIDE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$302,654,264STANFORD
RED LOMITA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$1STANFORD
RED MARINA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$2,900,000STANFORD
RED MARINERS LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED MOTHERBOARD LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0-$1,651STANFORD
RED POPLAR LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED RIDGE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$223,912,226STANFORD
RED SANDHILL LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$7,952,114STANFORD
RED SKYLINE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$446,656STANFORD
RED VELD LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
ROCKY HILL PROPERTY LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063454672921REAL ESTATECA$0$0STANFORD
SAA SIERRA PROGRAMS LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063800313657ALUM RELATIONCA$1,168,078$11,685,215STANFORD
SAND HILL INVESTMENTS GP LLC
635 KNIGHT WAYSTANFORDCA94305412262027INVESTMENTSDE$0$0STANFORD
SAND HILL INVESTMENTS LP
635 KNIGHT WAYSTANFORDCA94305371557441INVESTMENTSDESAND HILL IN
SHOPS AT ARCOLA CENTER LLC
635 KNIGHT WAYSTANFORDCA94305REAL ESTATEDESHOPS AT ARC
SHOPS AT ARCOLA MEMBER LLC
635 KNIGHT WAYSTANFORDCA94305REAL ESTATEDEARCOLA VENTU
SHR HOTEL LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063412277925REAL ESTATECA$15,712,780$111,272,936STANFORD
SPECIALTY EVENTS LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063273665473GEN. BUS. OPSCA$0$0STANFORD
STANFORD UNIVERSITY GLOBAL LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365EDUCATIONCA$2,680,466$2,012,969STANFORD
STANFORD UNIVERSITY POWER LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365ENERGY RESOURDE$0$0STANFORD
SU ACQUISITION LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365REAL ESTATECA$67,808$2,000,000STANFORD
TZOLKIN LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$49,102,001STANFORD

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdPublic Charity StatusPublicCharityStatusTxtForeign PostalForeignAddress/ForeignPostalCd
FUNDACION STANFORD UNIVERSITY EN CHILE
AV CONDELL 189 PROVIDENCIASANTIAGOCIEDUCATIONCI501(C)(3)STANFORDYes (true)
STANFORD HEALTH CARE TRI-VALLEY
HOSPITAL501(C)(3)SHCYes (true)1111 E STANLEY BLVDLIVERMORECA94550941429628CA3
JAEDAN BUPIN STANFORD CENTER IN THE REPU
RESEARCHKR501(C)(3)StanfordYes (true)N/A
LUCILE PACKARD FOUNDATION FOR CHILDREN'S
HEALTHCARE501(C)(3)LPCHYes (true)400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301770440090CA7
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
HEALTHCARE501(C)(3)STANFORDYes (true)725 WELCH ROAD MC 5553PALO ALTOCA94304770003859CA3
PACIFIC 12 CONFERENCE
EDUCATION501(C)(3)NAfalse1350 TREAT BOULEVARDWALNUT CREEKCA94597941459048CA12A, I
PACKARD CHILDREN'S HEALTH ALLIANCE
HEALTHCARE501(C)(3)LPCHYes (true)725 WELCH ROAD MC5551PALO ALTOCA94304320359189CA3
SHR HOLDINGS INC
REAL ESTATE501(C)(25)STANFORDYes (true)485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063943187167CAN/A
STANFORD FACULTY CLUB
FAC INTERACT.501(C)(7)STANFORDYes (true)PO BOX 7229STANFORDCA94309941187089CAN/A
STANFORD FEDERAL CREDIT UNION
CREDIT UNION501(C)(1)STANFORDYes (true)1860 EMBARCADERO RDPALO ALTOCA94303941492212CAN/A
STANFORD HABITAT CONSERVATION BOARD
CONSERVATION501(C)(3)STANFORDYes (true)415 BROADWAYREDWOOD CITYCA94063461882243CA7
STANFORD HEALTH CARE
HEALTHCARE501(C)(3)STANFORDYes (true)300 PASTEUR DRIVE MC 5555STANFORDCA94305946174066CA3
STANFORD PROGRAMME (CAPE TOWN) NPC
WAVERLY BUSINESS PARK BLDG 11CAPE TOWNSFEDUCATIONSF501(C)(3)STANFORDYes (true)N/A
STANFORD UNIVERSITY BOOKSTORE
SUPPORT501(C)(3)STANFORDYes (true)BLDG 60 MAIN QUAD NO 105STANFORDCA94305940894150CA12A, I
SU EMP BEN TRUST POST RETEMPYNT BEN
BENEFITS501(C)(9)STANFORDYes (true)485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063943246199CAN/A
THE DUDLEY E CHAMBERS FOUNDATION
SUPPORT501(C)(3)STANFORDYes (true)JP MORGAN CHASE PO BOX 3038MILWAUKEEWI53201386841793NY12D, III-O
THE FREIDENRICH SUPPORT FOUNDATION
SUPPORT501(C)(3)STANFORDYes (true)485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063300519583CA12A, I
THE HONG KONGSU CHARITABLE TRUST
1401 CAROLINE CENTER 28 PING ROADCAUSEWAYHKSUPPORTHK501(C)(3)STANFORDYes (true)986078093N/A
THE STANFORD TRUST
65 HIGH STREETOXFORDUKSUPPORTUK501(C)(3)STANFORDYes (true)N/AOX1 46L
UNIVERSITY HEALTHCARE ALLIANCE
HEALTHCARE501(C)(3)SHCYes (true)7999 GATEWAY BLVD STE 300NEWARKCA94560943192446CA3
VALLEYCARE MEDICAL FOUNDATION INC
SR. FACILITY501(C)(3)SHC-TVYes (true)1111 E STANLEY BLVDLIVERMORECA94550262593526CAPF
VALLEYCARE SENIOR HOUSING
SR. FACILITY501(C)(3)SHC-TVYes (true)1111 E STANLEY BLVDLIVERMORECA94550943382224CA12A, I

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdProvince Or StateForeignAddress/ProvinceOrStateNm
ADOM PARTNERS LP
1350 6TH AVE 2910NEW YORKNY10019813083288INVESTMENTSDESTANFORDEXCLUDED$1,842,811$272,168,870false$0false0.96790
ALBUS SELECT FUND LP
750 MENLO AVE 380MENLO PARKCA94025812064357INVESTMENTSDESTANFORDEXCLUDED$134$2,591,979false$0false0.99711
ARCOLA VENTURE LLC
7121 FAIRWAY DRIVE 410PALM BEACH GARDENSFL33418371689632REAL ESTATEDESTANFORDUNRELATED$3,808,783$69,140,403Yes (true)$3,788,313false0.80000
CANARY SC FUND LP
65 E 55TH ST 35TH FLOORNEW YORKNY10022475662144INVESTMENTSDESTANFORDEXCLUDED$17,386,997$106,866,041false-$689,454false0.98862
CANARY SC MASTER FUND LP
981267847INVESTMENTSCANARY SC FUNDN/Afalse89 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY1-9009CJ
CARLSBAD CO-INVEST LP
40 BEECHWOOD RDSUMMITNJ07901471702425INVESTMENTSDESTANFORDUNRELATED-$1,092,064$6,746,010false-$695,065false0.63694
CERASUS FUND II CAYMAN LP
INVESTMENTSSTANFORDEXCLUDED-$1,140,494$4,340,339falsefalse0.59809190 ELGIN AVENUE GEORGE TOWNGRAND CAYMANCJKY1-9008CJ
CHP GTS BLOCKER HOLDINGS A LP
888 BOYLSTON STREET 1410BOSTONMA02199830881152INVESTMENTSDESTANFORDEXCLUDED$0$8,210,760falsefalse0.59172
CYPRESS MARINA HEIGHTS LLC
635 KNIGHT WAYSTANFORDCA94305954887979INVESTMENTSCACYPRESS MARINAN/Afalse
DGD INVESTMENT LP
INVESTMENTSSTANFORDEXCLUDED$0$75,204,293false$0false1.00000190 ELGIN AVENUE GEORGE TOWNGRAND CAYMANCJKY1-9008CJ
EAGLE ROCK LI HOLDINGS II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803271694413INVESTMENTSDEER-S INVESTOR LN/A
EDEN RADIATION THERAPY SERVICES LLC
300 PASTEUR DRIVESTANFORDCA94304HEALTHCARECASHCN/Afalse
ER-S JV LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068077INVESTMENTSDESTANFORDEXCLUDED$1$177,365,885false$0false1.00000
ER-S JV II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803INVESTMENTSDESTANFORDEXCLUDED$0$0false$0false1.00000
ER-S INVESTOR LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068357INVESTMENTSDEER-S REIT LLCN/Afalse
ER-S INVESTOR II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803INVESTMENTSDEER-S REIT II LLN/Afalse
ER PROPERTIES FUND LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834260396INVESTMENTSDEER-S INVESTOR LN/Afalse
ER PROPERTIES FUND II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803INVESTMENTSDEER-S INVESTOR LN/Afalse
EZP OPPORTUNITY LP
160 BOVET RD STE 300SAN MATEOCA94402814562962INVESTMENTSDESTANFORDEXCLUDED$0$3,980,695false$0false0.99071
FORTRESS IW COINVESTMENT (FUND B) LP
1345 AVE OF THE AMERICAS 46FLNEW YORKNY10105980509639INVESTMENTSSTANFORDEXCLUDED$0$495,802false$0false0.71640CJ
FOUR CROSSINGS INSTITUTIONAL PARTNERS V
ONE MARITIME PLAZA 2100SAN FRANCISCOCA94111814323705INVESTMENTSDESTANFORDEXCLUDED$78,222,673$794,201,134false$0false0.93788
FOXLANE LP
550 E WATER ST 888CHARLOTTESVILLEVA22902813314647INVESTMENTSDESTANFORDEXCLUDED$35,978,283$674,227,713false$0false0.99683
HHBG-II INVESTMENT LP
INVESTMENTSHHBG SF LIMITEDN/Afalse89 NEXUS WAY CAMANA BAY PO BOX 31GRAND CAYMANCJKY1-1205CJ
KEB INVESTORS II LP
INVESTMENTSSTANFORDEXCLUDED$15,148-$1,753,063false$0false0.63820WASHINGTON MALL STE 304 7 REID STHAMILTONBDHM 11BDBD
KF VERMILLION FUND LP
65 EAST 55TH STREET 35TH FLOORNEW YORKNY10022INVESTMENTSDESTANFORDEXCLUDEDfalse$0false1.00000
LSF V DHB HOLDINGS LP
2711 N HASKELL AVE 1700DALLASTX75204272858604INVESTMENTSDESTANFORDEXCLUDED$0$0false$0false0.61875
OLIFANT FUND LTD
980404442INVESTMENTSSBFF LTDN/AfalseSUITE 5B201 2ND FL ONE NEXUS WAYGRAND CAYMANCJKY1-1108CJ
ONCOLOGY SOLUTIONS VENTURE LLC
300 PASTEUR DRIVESTANFORDCA94304863250041HEALTHCARECASHCN/Afalse
OUTLAWS CASINO LTD
415 BROADWAYREDWOOD CITYCA94063841457498HOLDING COMPANYCOHP OUTLAWS LLCN/Afalse
PALO ALTO LP
981126622INVESTMENTSSTANFORDEXCLUDED$0$0false$0false0.9344313 CASTLE STREETST HELIER JERSEYJEJEJE
SANDOVAL LP
4640 ADMIRALTY WAY 5TH FLMARINA DEL REYCA90292371873346INVESTMENTSCASTANFORDEXCLUDED-$11,138,217-$30,873falsefalse0.99442
SANDPIPER FUND LP
2000 MCKINNEY AVE STE 2125DALLASTX75201260341626INVESTMENTTXSTANFORDEXCLUDED-$70,161$9,454,654false$0false0.94822
SAROFIM MULTIFAMILY PARTNERS LP
2525 MCKINNON STREET STE 530DALLASTX75201201929002RE DEVELOPMENTTXSTANFORDEXCLUDED-$23,629$0false$0false
SCP REAL ASSETS FUND (A) LP
2498 SAND HILL RDMENLO PARKCA94025203949682INVESTMENTSDESTANFORDEXCLUDED-$295,396$4,660,829false-$41,306false0.62744
SEQUOIA MFM OPERATING COMPANY LLC
770 WELCH ROAD LPCHPALO ALTOCA94304475060529MFM PROGRAMCALPCHN/Afalse
SP SMC PARTNERS LLC
PO BOX 5377NEW YORKNY10185473103791INVESTMENTSDESTANFORDEXCLUDED$280,722$74,635,926false-$196,405false0.99900
STANFORD EMANUEL RADIATION ONCOLOGY CENT
825 DELBON AVTURLOCKCA95382208885091RADIOLOGYCASHCN/Afalse
STANFORD PET-CT LLC
300 PASTEUR DRSTANFORDCA94305611423414MED. DIAGNOSTCASTANFORDRELATED$11,785,276$12,252,182false$0false0.50000
STANFORD-STARTX FUND LLC
485 BROADWAYREDWOOD CITYCA94063464297719INVESTMENTSDESTANFORDEXCLUDED$36,743,130$95,651,238false-$5,807Yes (true)0.66670
SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL RDPALO ALTOCA94304263934706HOLDING COMPANYDESHCN/Afalse
SV4 EQUITY LLC
1209 ORANGE STREETWILMINGTONDE19802INVESTMENTSDESTANFORDEXCLUDED$0$0false$0false1.00000
TESSERA IONIC LP
PO BOX 194170SAN FRANCISCOCA941194170830896257INVESTMENTSDESTANFORDEXCLUDED$37,378,582$403,734,887false$0false0.97922
VEDA INVESTORS FUND LP
ONE FAWCETT PLGREENWICHCT06830811810345INVESTMENTSDESTANFORDEXCLUDED$64,978,627$564,310,193false$2,903,273false1.00000
VERMILION PEAK MASTER FUND
981327671INVESTMENTSVERMILION PEAKN/AfalsePO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104CJ
WREP III A LP
6710 E CAMELBACK RD 100SCOTTSDALEAZ85251474780701INVESTMENTSDESTANFORDEXCLUDED$48,042,846$53,443,083false$28,972,642false0.80427

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
BREP VII ALBERTA FDR (OFFSHORE) TE7 LP
345 PARK AVENUENEW YORKNY10154981066351INVESTMENTSCASTANFORDC CORP$0$1,448,7530.51720Yes (true)
BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ
345 PARK AVENUENEW YORKNY10154981066355INVESTMENTSCASTANFORDC CORP$400,461$5,749,4990.51720Yes (true)
CANARY SC FUND LTD
921268195INVESTMENTSSTANFORDC CORP$0$604,067,2080.99780Yes (true)89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009CJ
CLAT (14)
CHARITABLE TRCASTANFORDTRUST
CLUT (2)
CHARITABLE TRCASTANFORDTRUST
CRT (559)
CHARITABLE TRCASTANFORDTRUST
EAST SAIL
INVESTMENTSSTANFORDC CORP$0$1271.00000Yes (true)C/O INTL FS INC IFS COURTTWENTYEIGHT CYBERCITY EBENEMPMP
ER-S REIT LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068725INVESTMENTSDEER-S JV LLCC CORPYes (true)
ER-S REIT II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803882004082INVESTMENTSDEER-S JV II LLCC CORPYes (true)
GAVEA INVESTMENT FUND II-C LP
980537952INVESTMENTSSTANFORDC CORP$0$604,7870.53192Yes (true)PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104CJ
HHBG SF LIMITED
INVESTMENTSSTANFORDC CORP$8,813,728$291,912,5971.00000Yes (true)89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-1205CJ
KAIZEN FUND
INVESTMENTSSTANFORDC CORP$27,078,669$959,619,3741.00000Yes (true)PO BOX 448GRAND CAYMANCJKY1-1106CJ
LS ALBERTA III LP
INVESTMENTSSTANFORDC CORP$0$390,5391.00000Yes (true)C/O LASALLE INV MGMT ONE CURZON STLONDONUKW1J 5HDUK
OTHER (4)
CHARITABLE TRCASTANFORDTRUST
PIF (2)
CHARITABLE TRCASTANFORDTRUST
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
57 E WASHINGTON STREETCHAGRIN FALLSOH44022981235268INVESTMENTSSTANFORDC CORP$0$22,502,4170.99996Yes (true)CJ
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
201 MERCHANT STREET SUITE 2400HONOLULUHI96813900897686INSURANCEHIUHAC CORPYes (true)
SBFF LTD
INVESTMENTSSTANFORDC CORP$10,928,703$1,429,875,3131.00000Yes (true)SUITE 5B201 2ND FL ONE NEXUS WAYGRAND CAYMANCJKY1-1108CJ
SOLKATT LIMITED
INVESTMENTSSTANFORDC CORP$0$01.00000Yes (true)190 ELGIN AVENUE GEORGE TOWNGRAND CAYMANCJKY1-9008CJ
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
EDUCATIONSU GLOBAL LLCC CORPYes (true)5275TH FLBLDG CACADEMY SOUTH RDBEIJINGCHCH
STANFORD IN JAPAN GODO KAISHA
EDUCATIONSU GLOBAL LLCC CORPYes (true)DOSHISHA UNIVERSITY MEITOKUKAN-NAIKYOTOSHIJAJA
STANFORD INDIA PVT LTD
EDUCATIONSU GLOBAL LLCC CORPYes (true)333 3RD FLOOR DEVIKA TOWER 6 NEHDELHIININ
STANFORD MEDICINE INTL (HONG KONG) CO LT
PATIENT SRVCSHCC CORPYes (true)833 CHEUNG SHA WAN ROADKOWLOONHKHK
STANFORD UNIV MED NETWORK RISK AUTHORITY
1400 PAGE MILL RD MSC 5713PALO ALTOCA94304461132002RISK MGMT CONCASUMIT HLDG INTC CORPYes (true)
THE RUBRUM FUND
INVESTMENTSSTANFORDC CORP$20,148,069$441,750,0211.00000Yes (true)7 CLIFFORD STREETLONDONUKW1S 2FTUK
TVC MATSU FUND
INVESTMENTSSTANFORDC CORP$3,728,028$145,724,6621.00000Yes (true)89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009CJ
VERMILION PEAK FUND
981333885INVESTMENTSSTANFORDC CORP$0$37,532,1001.00000Yes (true)PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104CJ
WOODBOURNE CANADA PARTNERS II - CAYMAN
980705321INVESTMENTSSTANFORDC CORP$19,411,732$72,458,2600.60000Yes (true)190 ELGIN AVEGRAND CAYMANCJKY1-9005CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (56 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ARCOLA VENTURE LLC
B$255,810BANK RECORDS
CERASUS FUND II CAYMAN LP
B$12,925,696BANK RECORDS
CHP GTS BLOCKER HOLDINGS A LP
B$30,201,164BANK RECORDS
DGD INVESTMENT LP
B$210,250BANK RECORDS
ER-S JV LLC
B$101,636,406BANK RECORDS
FOXLANE LP
B$50,000,000BANK RECORDS
SP SMC PARTNERS LLC
B$2,156,879BANK RECORDS
SV4 EQUITY LLC
B$100,000,000BANK RECORDS
TESSERA IONIC LP
B$75,000,000BANK RECORDS
BREP VII ALBERTA FDR (OFFSHORE) TE7 LP
B$83,200BANK RECORDS
CANARY SC FUND LTD
B$25,000,000BANK RECORDS
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
B$390,000BANK RECORDS
ARCOLA VENTURE LLC
S$628,931BANK RECORDS
CARLSBAD CO-INVEST LP
S$7,449,252BANK RECORDS
CHP GTS BLOCKER HOLDINGS A LP
S$55,572,402BANK RECORDS
ER-S JV LLC
S$16,903,211BANK RECORDS
HHBG-II INVESTMENT LP
S$8,872,875BANK RECORDS
LSF V DHB HOLDINGS LP
S$39,360,816BANK RECORDS
SP SMC PARTNERS LLC
S$7,156,879BANK RECORDS
WREP III A LP (FKA WOLFF RE PTRS III-A LP)
S$85,031,054BANK RECORDS
BREP VII ALBERTA FDR (OFFSHORE) TE7 LP
S$62,131BANK RECORDS
BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ LP
S$1,232,116BANK RECORDS
CANARY SC FUND LTD
S$82,060,000BANK RECORDS
HHBG SF LIMITED
S$8,872,875BANK RECORDS
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
S$875,043BANK RECORDS
THE RUBRUM FUND
S$48,319,352BANK RECORDS
VERMILION PEAK FUND
S$2,508,104BANK RECORDS
WOODBOURNE CANADA PARTNERS II - CAYMAN LP
S$27,485,620BANK RECORDS
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
L$389,256,240BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
M$5,584,106BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
N$3,029,607BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
S$55,966,522BOOK
STANFORD HEALTH CARE
L$1,135,880,465BOOK
STANFORD HEALTH CARE
M$93,163,044BOOK
STANFORD HEALTH CARE
N$12,645,388BOOK
STANFORD HEALTH CARE
R$3,294,757BOOK
STANFORD HEALTH CARE
S$112,527,437BOOK
PACKARD CHILDREN'S HEALTH ALLIANCE
L$301,556BOOK
STANFORD PET-CT LLC
L$2,642,863BOOK
STANFORD PET-CT LLC
S$14,600,899BOOK
SHR HOLDINGS INC
C$26,310,687BOOK
SHR HOLDINGS INC
Q$6,354,957BOOK
STANFORD (BEIJING) CONSULTING CO LTD (WFOE)
M$3,814,767BOOK
STANFORD EMANUEL RAD ONCOLOGY CENTER
L$974,838BOOK
STANFORD FACULTY CLUB
Q$205,262BOOK
STANFORD FEDERAL CREDIT UNION
A$317,740BOOK
STANFORD FEDERAL CREDIT UNION
L$1,144,410BOOK
STANFORD IN JAPAN GODO KAISHA
M$507,797BOOK
STANFORD INDIA PVT LTD
M$737,988BOOK
STANFORD PROGRAMME(CAPE TOWN) NPC
B$628,834BOOK
STANFORD UNIVERSITY BOOK STORE
A$96,375BOOK
STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST
R$4,364,650BOOK
THE DUDLEY E CHAMBERS FOUNDATION
C$2,845,535BOOK
THE FREIDENRICH SUPPORT FOUNDATION
C$197,500BOOK
THE HONG KONGSTANFORD UNIVERSITY CHARITABLE
C$1,787,004BOOK
THE STANFORD TRUST
C$1,224,721BOOK

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART IVCHARITABLE 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 2022.