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THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-15
IRS object ID
202211969349300436
Schema version
2020v4.1
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)
Return2022-07-15T10:35:27-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers 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 Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOARD OF TRUSTEES OF THE LELAND STANFORDBusinessNameLine1Txt
Business Name Line2JUNIOR 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 TitleSR. DIRECTOR, FC&OPersonTitleTxt
Phone6507238792PhoneNum
Signature2022-07-12SignatureDt
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
Preparation2022-06-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$24,324,295,950GrossReceiptsAmt
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 Body33VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee36782TotalEmployeeCnt
Total Volunteers15800TotalVolunteersCnt
Total Gross UBI-$23,984,825TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,451,185,732PYContributionsGrantsAmt
CY Contributions Grants$2,732,161,169CYContributionsGrantsAmt
PY Program Service Revenue$2,885,722,899PYProgramServiceRevenueAmt
CY Program Service Revenue$2,881,918,687CYProgramServiceRevenueAmt
PY Investment Income$1,324,414,192PYInvestmentIncomeAmt
CY Investment Income$3,686,399,412CYInvestmentIncomeAmt
PY Other Revenue$187,591,070PYOtherRevenueAmt
CY Other Revenue$197,221,997CYOtherRevenueAmt
PY Total Revenue$6,848,913,893PYTotalRevenueAmt
CY Total Revenue$9,497,701,265CYTotalRevenueAmt
PY Grants And Similar Paid$557,072,604PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$576,430,160CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,962,386,146PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,038,223,346CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$77,306PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$201,159CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$101,323,453CYTotalFundraisingExpenseAmt
PY Other Expenses$1,997,076,403PYOtherExpensesAmt
CY Other Expenses$2,062,401,021CYOtherExpensesAmt
PY Total Expenses$6,516,612,459PYTotalExpensesAmt
CY Total Expenses$6,677,255,686CYTotalExpensesAmt
PY Revenues Less Expenses$332,301,434PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,820,445,579CYRevenuesLessExpensesAmt
Total Assets BOY$49,933,605,804TotalAssetsBOYAmt
Total Assets EOY$60,495,171,723TotalAssetsEOYAmt
Total Liabilities BOY$9,628,223,338TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,878,936,029TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,305,382,466NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$50,616,235,694NetAssetsOrFundBalancesEOYAmt
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$2,066,150,742ExpenseAmt
Grant$50,669,731GrantAmt
Revenue$820,240,071RevenueAmt
DescINSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,349,043,581ExpenseAmt
Grant$25,140,672GrantAmt
Revenue$239,145,598RevenueAmt
DescORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B EXCLUDES $1,280,476,772 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$548,909,595ExpenseAmt
Grant$30,464GrantAmt
Revenue$1,543,893,360RevenueAmt
DescUNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,898,667,482TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$500,589,293TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$278,639,658TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$5,862,771,400TotalProgramServiceExpensesAmt
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 ActivitiesfalseFundraisingActivitiesInd
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 Document29534IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee36782EmployeeCnt
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 Filed14Form8282FiledCnt
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 Members33GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisuseYes (true)MaterialDiversionOrMisuseInd
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 (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DAVID SHAW
DIRECTOR OF FOOTBALL50.00.0Yes (X)$6,450,932$0$141,298
ROBERT F WALLACE
CHIEF EXECUTIVE OFFICER, SMC50.00.0$4,005,290$0$825,151Yes (X)
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC50.00.0Yes (X)$3,773,276$0$54,637
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST50.00.0$2,549,689$0$375,164Yes (X)
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY50.05.6Yes (X)$2,648,649$0$97,200
BERNARD MUIR
ATHLETIC DIRECTOR50.00.0Yes (X)$2,178,655$0$337,757
JAY KANG
SR. MD, SMC50.00.0Yes (X)$2,079,623$0$232,184
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE50.04.3$1,926,649$0$363,150Yes (X)
JOHN ETCHEMENDY
PROF H&S & FORMER PROVOST50.00.0$1,691,804$0$59,957Yes (X)
MARC TESSIER-LAVIGNE
PRESIDENT/TRUSTEE50.00.0$1,117,378$0$437,918Yes (X)Yes (X)
MARTIN SHELL
VP & CHIEF ERO50.00.0$1,153,932$0$243,091Yes (X)
PERSIS DRELL
PROVOST50.00.0$812,138$0$431,430Yes (X)
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO50.04.0$822,917$0$362,655Yes (X)
DEBRA ZUMWALT
VP GENERAL COUNSEL50.00.0$775,897$0$159,057Yes (X)
ELIZABETH ZACHARIAS
VP HUMAN RESOURCES50.00.0$836,689$0$58,082Yes (X)
JON DENNEY
VP DEVELOPMENT50.00.0$718,285$0$79,337Yes (X)
JOHN HENNESSY
PROF SOE & FORMER PRESIDENT50.00.0$627,852$0$63,966Yes (X)
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.50.00.0$528,679$0$157,617Yes (X)
HOWARD B PEARSON
FORMER INTERIM VP DEVT.40.00.0$504,911$0$42,845Yes (X)
FARNAZ KHADEM
VP COMMUNICATION50.00.0$463,437$0$79,114Yes (X)
RICHARD SALLER
PROF & FORMER DEAN, SCH OF H&S50.00.0$411,674$0$46,727Yes (X)
RYAN M ADESNIK
VP GOVT AFFRS, APPT. 11/1/202050.00.0$378,893$0$71,938Yes (X)
HARRY ELAM
FORMER VP ARTS50.00.0$352,194$0$38,049Yes (X)
BRADLEY HAYWARD
FORMER INTERIM VP COMMUN.50.00.0$314,907$0$72,636Yes (X)
FELIX J BAKER
TRUSTEE2.00.0$0$0$0Yes (X)
MARY T BARRA
TRUSTEE, THROUGH 9/30/20202.00.0$0$0$0Yes (X)
ANEEL BHUSRI
TRUSTEE2.00.0$0$0$0Yes (X)
DEANGELA J BURNS-WALLACE
TRUSTEE, APPOINTED 10/1/20202.00.0$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)
DIPANJAN DJ DEB
TRUSTEE, THROUGH 9/30/20202.00.0$0$0$0Yes (X)
ROBERTA B DENNING
TRUSTEE, APPOINTED 2/1/20212.00.0$0$0$0Yes (X)
KATHERINE B DUHAMEL
TRUSTEE2.00.0$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)
BRADLEY A GEIER
TRUSTEE, THROUGH 9/30/20202.02.0$0$0$0Yes (X)
JAMES D HALPER
TRUSTEE2.00.0$0$0$0Yes (X)
RONALD B JOHNSON
TRUSTEE2.00.0$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)
CHRISTY O MACLEAR
TRUSTEE, THROUGH 9/30/20202.00.0$0$0$0Yes (X)
MARC S LIPSCHULTZ
TRUSTEE, APPOINTED 6/1/20212.00.0$0$0$0Yes (X)
KENNETH E OLIVIER
TRUSTEE2.00.0$0$0$0Yes (X)
CARRIE W PENNER
TRUSTEE2.00.0$0$0$0Yes (X)
RUTH M PORAT
TRUSTEE, THROUGH 9/30/20202.00.0$0$0$0Yes (X)
LAURENE POWELL JOBS
TRUSTEE2.00.0$0$0$0Yes (X)
JEFFREY S RAIKES
TRUSTEE2.00.0$0$0$0Yes (X)
VICTORIA B ROGERS
TRUSTEE2.00.0$0$0$0Yes (X)
MINDY B ROGERS
TRUSTEE2.04.3$0$0$0Yes (X)
LILY SARAFAN
TRUSTEE, APPOINTED 10/1/20202.00.0$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
TRUSTEE, APPOINTED 10/1/20202.00.0$0$0$0Yes (X)
MAURICE C WERDEGAR
TRUSTEE, APPOINTED 10/1/20202.00.0$0$0$0Yes (X)
JERRY YANG
TRUSTEE2.00.0$0$0$0Yes (X)
CHARLES D YOUMG
PRESIDENT/TRUSTEE2.00.0$0$0$0Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$37,124,350TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,830,960TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9608IndivRcvdGreaterThan100KCnt
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$127,058,719
LEVEL 10 CONSTRUCTION LP
1050 ENTERPRISE WAY STE 250SUNNYVALECA94089CONSTRUCTION$96,544,740
THE WHITING-TURNER CONTRACTING CO
PO BOX 17596BALTIMOREMD21297CONSTRUCTION$52,512,620
HILLHOUSE CAPITAL ADVISORS LTD
INVESTMENT MGMT$38,333,985190 ELGIN AVENUEGEORGE TOWNGRAND CAYMANCJKY1-9008
DEVCON CONSTRUCTION INC
690 GIBRALTAR DRMILPITASCA95035CONSTRUCTION$37,848,731
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K743CntrctRcvdGreaterThan100KCnt
Related Organizations$109,752,001RelatedOrganizationsAmt
Government Grants$1,280,476,772GovernmentGrantsAmt
All Other Contributions$1,341,932,396AllOtherContributionsAmt
Noncash Contributions$144,787,528NoncashContributionsAmt
Total Contributions$2,732,161,169TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT INCOME900099$847,863,760$847,863,760
GOVT.& NON GOVT.CONTRACT900099$239,145,598$239,145,598
PATIENT CARE900099$1,379,019,369$1,379,019,369
SPECIAL PROGRAMS900099$414,222,022$414,222,022
DRIVING RANGE713910$1,323,659$1,323,659

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$344,279TotalRevenueColumnAmt
Unrelated Business Revenue$344,279UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,881,918,687TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,697,701TotalRevenueColumnAmt
Unrelated Business Revenue-$49,617,178UnrelatedBusinessRevenueAmt
Exclusion$221,314,879ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,049TotalRevenueColumnAmt
Exclusion$11,049ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,214,258TotalRevenueColumnAmt
Exclusion$8,214,258ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$205,726,443RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$20,022,102RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$185,704,341RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$185,704,341TotalRevenueColumnAmt
Exclusion$185,704,341ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,315,425,263SecuritiesAmt
Other$3,522,815OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,803,066,304SecuritiesAmt
Other$1,191,112OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,512,358,959SecuritiesAmt
Other$2,331,703OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,514,690,662TotalRevenueColumnAmt
Unrelated Business Revenue$23,964,415UnrelatedBusinessRevenueAmt
Exclusion$3,490,726,247ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
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$5,618,565GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,315,167CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,303,398TotalRevenueColumnAmt
Exclusion$3,303,398ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,497,701,265TotalRevenueColumnAmt
Related Or Exempt Func Income$2,880,250,749RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$23,984,825UnrelatedBusinessRevenueAmt
Exclusion$3,909,274,172ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$26,441,252TotalAmt
Program Services$26,441,252ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$543,234,016TotalAmt
Program Services$543,234,016ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,754,892TotalAmt
Program Services$6,754,892ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,056,959TotalAmt
Program Services$3,519,936ProgramServicesAmt
Management And General$5,732,466ManagementAndGeneralAmt
Fundraising$804,557FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,967,069TotalAmt
Program Services$2,538,924ProgramServicesAmt
Fundraising$1,428,145FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,278,640,550TotalAmt
Program Services$2,954,736,762ProgramServicesAmt
Management And General$260,510,541ManagementAndGeneralAmt
Fundraising$63,393,247FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$210,485,881TotalAmt
Program Services$182,282,510ProgramServicesAmt
Management And General$22,876,977ManagementAndGeneralAmt
Fundraising$5,326,394FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$358,902,776TotalAmt
Program Services$310,688,315ProgramServicesAmt
Management And General$39,119,152ManagementAndGeneralAmt
Fundraising$9,095,309FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$176,170,111TotalAmt
Program Services$152,344,238ProgramServicesAmt
Management And General$19,344,472ManagementAndGeneralAmt
Fundraising$4,481,401FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,155,467TotalAmt
Program Services$5,106,705ProgramServicesAmt
Management And General$48,762ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,259,970TotalAmt
Program Services$2,116,533ProgramServicesAmt
Management And General$12,123,118ManagementAndGeneralAmt
Fundraising$20,319FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,383,241TotalAmt
Program Services$254,688ProgramServicesAmt
Management And General$2,127,990ManagementAndGeneralAmt
Fundraising$563FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$80,538TotalAmt
Program Services$483ProgramServicesAmt
Management And General$80,028ManagementAndGeneralAmt
Fundraising$27FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$201,159TotalAmt
Fundraising$201,159FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$45,295,741TotalAmt
Management And General$45,295,741ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$319,435,158TotalAmt
Program Services$255,004,005ProgramServicesAmt
Management And General$60,368,984ManagementAndGeneralAmt
Fundraising$4,062,169FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,369,456TotalAmt
Program Services$5,237,101ProgramServicesAmt
Management And General$69,304ManagementAndGeneralAmt
Fundraising$63,051FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$250,887,126TotalAmt
Program Services$237,879,284ProgramServicesAmt
Management And General$11,454,660ManagementAndGeneralAmt
Fundraising$1,553,182FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,824,581TotalAmt
Program Services$23,637,302ProgramServicesAmt
Management And General$21,943,822ManagementAndGeneralAmt
Fundraising$243,457FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,999,037TotalAmt
Program Services$8,183,773ProgramServicesAmt
Management And General$3,809,981ManagementAndGeneralAmt
Fundraising$5,283FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$273,698,728TotalAmt
Program Services$237,131,676ProgramServicesAmt
Management And General$34,259,043ManagementAndGeneralAmt
Fundraising$2,308,009FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,164,664TotalAmt
Program Services$17,847,575ProgramServicesAmt
Management And General$3,207,179ManagementAndGeneralAmt
Fundraising$109,910FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,515,324TotalAmt
Program Services$4,169,884ProgramServicesAmt
Management And General$295,161ManagementAndGeneralAmt
Fundraising$50,279FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$163,830,686TotalAmt
Program Services$152,654,157ProgramServicesAmt
Management And General$9,729,287ManagementAndGeneralAmt
Fundraising$1,447,242FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$470,183,823TotalAmt
Program Services$409,785,513ProgramServicesAmt
Management And General$56,052,282ManagementAndGeneralAmt
Fundraising$4,346,028FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,349,405TotalAmt
Program Services$7,497,862ProgramServicesAmt
Management And General$8,730,046ManagementAndGeneralAmt
Fundraising$121,497FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SLAC CONSTRUCTION$196,613,057$196,421,739$180,918$10,400
RESEARCH SUBAWARDS$86,857,544$86,857,544
EQUIPMENT RENT & MAINTENANCE$33,018,972$29,301,942$3,562,599$154,431
PRINTING & PUBLICATION$7,782,588$6,152,284$600,457$1,029,847

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$87,695,915TotalAmt
Program Services-$5,009,495ProgramServicesAmt
Management And General$91,637,863ManagementAndGeneralAmt
Fundraising$1,067,547FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,677,255,686TotalAmt
Program Services$5,862,771,400ProgramServicesAmt
Management And General$713,160,833ManagementAndGeneralAmt
Fundraising$101,323,453FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$149,499BOYAmt
EOY$191,073EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,153,153,844BOYAmt
EOY$874,752,104EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,369,416,525BOYAmt
EOY$1,550,314,093EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$245,925,607BOYAmt
EOY$284,546,560EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$9,368,246BOYAmt
EOY$9,221,965EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$865,982,990BOYAmt
EOY$925,575,136EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,312,828BOYAmt
EOY$4,127,623EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$97,686,596BOYAmt
EOY$86,946,820EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,698,600,140LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,015,427,931LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,685,709,977BOYAmt
EOY$7,683,172,209EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,238,932,202BOYAmt
EOY$11,361,826,202EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,589,041,732BOYAmt
EOY$37,092,706,849EOYAmt

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$673,925,758BOYAmt
EOY$621,791,089EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,933,605,804BOYAmt
EOY$60,495,171,723EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,558,716,255BOYAmt
EOY$1,486,085,673EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,386,648,735BOYAmt
EOY$1,620,905,461EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,005,553,000BOYAmt
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$2,997,998,662BOYAmt
EOY$2,962,010,680EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,679,306,686BOYAmt
EOY$1,628,096,215EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,628,223,338BOYAmt
EOY$9,878,936,029EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,685,294,197BOYAmt
EOY$27,502,213,093EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,620,088,269BOYAmt
EOY$23,114,022,601EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,305,382,466BOYAmt
EOY$50,616,235,694EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,933,605,804BOYAmt
EOY$60,495,171,723EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,820,445,579ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,370,112,740NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$120,294,909OtherChangesInNetAssetsAmt
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$2,355,413,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,244,620,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,249,756,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,451,185,732CurrentTaxYearMinus1YearAmt
Current Tax Year$2,732,161,169CurrentTaxYearAmt
Total$12,033,136,869TotalAmt

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$2,355,413,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,244,620,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,249,756,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,451,185,732CurrentTaxYearMinus1YearAmt
Current Tax Year$2,732,161,169CurrentTaxYearAmt
Total$12,033,136,869TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,405,263SubstantialContributorsTotAmt
Public Support Total170$12,011,731,606PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$409,680,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$410,995,420CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$420,612,042CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$433,166,523CurrentTaxYearMinus1YearAmt
Current Tax Year$435,266,629CurrentTaxYearAmt
Total$2,109,721,152TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,224,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,855,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,766,678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,319,243CurrentTaxYearMinus1YearAmt
Current Tax Year$5,618,565CurrentTaxYearAmt
Total$23,784,062TotalAmt
FieldValueIRS element (for citing)
Total Support$14,166,642,083TotalSupportAmt
Gross Receipts Rltd Activities$14,231,675,689GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84789PublicSupportCY170Pct
Public Support PY1700.84651PublicSupportPY170Pct
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$598MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$129,690MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$48,307PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$500,791DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$42,063RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$18,752OtherActivitiesAmt
Total Lobbying Expenditures$740,201TotalLobbyingExpendituresAmt
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 2021, THE OFFICE CONSISTED OF SIX PROFESSIONAL STAFF MEMBERS AND TWO 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 2021, LEGISLATIVE, EXECUTIVE, AND LOCAL REGULATORY ISSUES HANDLED BY THE UNIVERSITY INCLUDED THE FOLLOWING: LOCAL ISSUES: OPERATIONS, ZONING AND LAND USE RELATED TO PROPERTY OWNED BY THE UNIVERSITY AND CONTIGUOUS TO THE UNIVERSITY'S LAND AND ACADEMIC CAMPUSES; OTHER LOCAL REGULATORY ACTIONS; BUSINESS TAX CONSIDERATION. STATE ISSUES: COLLEGE ATHLETICS, CAMPUS SAFETY, STUDENT AID AND ADMISSIONS, RESEARCH ACTIVITIES, AND HEALTHCARE SERVICES. FEDERAL ISSUES: STUDENT AID, EDUCATION, COLLEGE ATHLETICS, RESEARCH, HEALTH CARE, INTELLECTUAL PROPERTY, TAXATION, AND IMMIGRATION POLICY ISSUES; FUNDING LEVELS OF RESEARCH (E.G., NIH, DOE, NASA, DOD, NSF, NEH) AND FEDERAL STUDENT AID PROGRAMS; AND FUNDING FOR THE STANFORD LINEAR ACCELERATOR. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AFFAIRS WAS $2,205,860 AND INCLUDES SALARY AND BENEFITS FOR SIX PROFESSIONALS AND TWO 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 $412,279 GENERAL OFFICE OVERHEAD $234,593 PAID CONSULTANT, COALITION DUES $80,520 DUES TO MEMBER ORGANIZATIONS $12,809 TOTAL $740,201 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. AN INVESTMENT PARTNERSHIP IN WHICH THE UNIVERSITY HOLDS A NONCONTROLLING LIMITED PARTNERSHIP INTEREST MAY, FROM TIME TO TIME, INCUR A LOBBYING EXPENDITURE. THE UNIVERSITY'S SHARE OF SUCH PARTNERSHIP EXPENDITURES DURING THE TAX YEAR WAS $4,134. NEITHER STANFORD, NOR ANY TRUSTEE OR OFFICER OF STANFORD, ENGAGED IN THE ACTIVITY CONDUCTED BY THE INVESTMENT PARTNERSHIPS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held80DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held67FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$27,816,099DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,098,816FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$41,956,716DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$11,900,012FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$792,615,964DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$67,895,753FundsAndOtherAccountsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,398,130,000BeginningYearBalanceAmt
Contributions$694,190,000ContributionsAmt
Investment Earnings Or Losses$2,859,022,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$268,228,571GrantsOrScholarshipsAmt
Other Expenditures$898,170,429OtherExpendituresAmt
End Year Balance$24,784,943,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46460BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.21060PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32480TermEndowmentBalanceEOYPct
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$120,017,382OtherCostOrOtherBasisAmt
Book Value$120,017,382BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,180,691,817OtherCostOrOtherBasisAmt
Depreciation$3,837,693,175DepreciationAmt
Book Value$6,342,998,642BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,122,469,711OtherCostOrOtherBasisAmt
Depreciation$1,796,565,557DepreciationAmt
Book Value$325,904,154BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,275,421,230OtherCostOrOtherBasisAmt
Depreciation$381,169,199DepreciationAmt
Book Value$894,252,031BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,683,172,209TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$717,825,676F
COLLATERAL FOR SECURITIES LOAN$9,846,772F
DERIVATIVES-$5,463,618F
FIXED INCOME$4,222,820,798F
REAL ESTATE$9,101,686,654F
NATURAL RESOURCES$1,685,967,981F
PRIVATE EQUITIES$16,913,362,525F
ABSOLUTE RETURNS$6,758,760,796F
ASSETS HELD BY OTHER TRUSTEES$149,531,750F
OTHER INVESTMENTS$706,970,168F
ASSETS LIMITED TO USE$453,452,235F
HOSPITAL FUNDS IN MERGED POOL-$3,622,054,888F
FieldValueIRS element (for citing)
Total Book Value Securities$37,092,706,849TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
SECURITY AGREEMENTS$9,846,772
US GOVERNMENT REFUNDABLE LOAN$16,456,191
INCOME BENEFICIARY SHARE-SPLIT IN$728,530,334
LEASE LIABILITIES$640,206,168
CURRENT AND DEFERRED EXCISE TAX$233,056,750
FieldValueIRS element (for citing)
Total Liability$1,628,096,215TotalLiabilityAmt
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 121-WORK COLLECTION FEATURES 86 ARTISTS, INCLUDING JACKSON POLLACK, HELEN FRANKENTHALER AND RICHARD DIEBENKORN. ADMISSION TO THE MUSEUM IS FREE. THE COLLECTION, BUILT OVER 50 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 APPROXIMATELY 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. CURRENTLY, 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. IN FY21, 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 FY21, APPROXIMATELY 85% OF GRADUATE STUDENTS RECEIVED FINANCIAL SUPPORT. FOR THE YEAR ENDED AUGUST 31, 2021, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $361,009,318 STUDENT FINANCIAL AID $325,695,774 LIBRARIES $21,031,275
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 (72 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA00PROGRAM SERVICESATHLETICS$10,348
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCONFERENCES & SEMINARS$403
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCONFERENCES & SEMINARS$125,020
EUROPE07PROGRAM SERVICESCONFERENCES & SEMINARS$705,421
MIDDLE EAST AND NORTH AFRICA02PROGRAM SERVICESCONFERENCES & SEMINARS$47,402
NORTH AMERICA02PROGRAM SERVICESCONFERENCES & SEMINARS$99,810
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESCONFERENCES & SEMINARS$891
SOUTH AMERICA01PROGRAM SERVICESCONFERENCES & SEMINARS$3,034
SOUTH ASIA00PROGRAM SERVICESCONFERENCES & SEMINARS$52,903
SUB-SAHARAN AFRICA01PROGRAM SERVICESCONFERENCES & SEMINARS$231,129
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION$12,700
EAST ASIA AND THE PACIFIC026PROGRAM SERVICESEDUCATION$315,823
EUROPE023PROGRAM SERVICESEDUCATION$1,620,215
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATION$486,523
NORTH AMERICA011PROGRAM SERVICESEDUCATION$330,280
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESEDUCATION$9,299
SOUTH AMERICA02PROGRAM SERVICESEDUCATION$85,012
SOUTH ASIA112PROGRAM SERVICESEDUCATION$792,994
SUB-SAHARAN AFRICA221PROGRAM SERVICESEDUCATION$2,036,636
EAST ASIA AND THE PACIFIC10PROGRAM SERVICESFOREIGN CENTER$1,600,106
EAST ASIA AND THE PACIFIC01PROGRAM SERVICESFOREIGN TRAVEL$36,500
EUROPE01PROGRAM SERVICESFOREIGN TRAVEL$223,134
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESFOREIGN TRAVEL$226
NORTH AMERICA00PROGRAM SERVICESFOREIGN TRAVEL$1,399
SOUTH ASIA02PROGRAM SERVICESFOREIGN TRAVEL$47,604
SUB-SAHARAN AFRICA02PROGRAM SERVICESFOREIGN TRAVEL$75,757
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESINV. ADMINISTRATION$2,554
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESINV. ADMINISTRATION$30,717
NORTH AMERICA00PROGRAM SERVICESINV. ADMINISTRATION$22,650
CENTRAL AMERICA AND THE CARIBBEAN03PROGRAM SERVICESRESEARCH$144,146
EAST ASIA AND THE PACIFIC140PROGRAM SERVICESRESEARCH$1,846,692
EUROPE095PROGRAM SERVICESRESEARCH$6,587,473
MIDDLE EAST AND NORTH AFRICA06PROGRAM SERVICESRESEARCH$288,066
NORTH AMERICA041PROGRAM SERVICESRESEARCH$1,224,851
RUSSIA AND NEIGHBORING STATES011PROGRAM SERVICESRESEARCH$111,052
SOUTH AMERICA031PROGRAM SERVICESRESEARCH$1,067,567
SOUTH ASIA034PROGRAM SERVICESRESEARCH$840,643
SUB-SAHARAN AFRICA044PROGRAM SERVICESRESEARCH$560,228
East Asia and the Pacific17PROGRAM SERVICESSTUDY ABROAD$0
Europe (Including Iceland and Greenland)5117PROGRAM SERVICESSTUDY ABROAD$5,068,443
South America15PROGRAM SERVICESSTUDY ABROAD$470,360
Sub-Saharan Africa17PROGRAM SERVICESSTUDY ABROAD$0
Europe (Including Iceland and Greenland)00PROGRAM SERVICESSTUDY TOURS$179,522
South America00PROGRAM SERVICESSTUDY TOURS$360,840
Central America and the Caribbean00Investments$16,887,323,398
East Asia and the Pacific00Investments$469,780,691
Europe (Including Iceland and Greenland)00Investments$765,500,623
North America00Investments$294,385,861
South America00Investments$153,037,556
Sub-Saharan Africa00Investments$824,551,863
Central America and the Caribbean00INVESTMENT FEES$36,349,420
South America00INVESTMENT FEES$8,712,907
East Asia and the Pacific00INV. OPERATING SUBS$160,684
South America00INV. OPERATING SUBS$11,221
South Asia00INV. OPERATING SUBS$468,677
CENTRAL AMERICA AND THE CARIBBEAN00Grantmaking$4,930
EAST ASIA AND THE PACIFIC00Grantmaking$203,172
EAST ASIA AND THE PACIFIC00Grantmaking$92,500
EAST ASIA AND THE PACIFIC00Grantmaking$4,942
EUROPE00Grantmaking$3,635,470
EUROPE00Grantmaking$66,074
MIDDLE EAST AND NORTH AFRICA00Grantmaking$184,803
NORTH AMERICA00Grantmaking$357,385
SOUTH AMERICA00Grantmaking$255,035
SOUTH AMERICA00Grantmaking$2,700
SOUTH ASIA00Grantmaking$877,425
SUB-SAHARAN AFRICA00Grantmaking$923,681
SUB-SAHARAN AFRICA00Grantmaking$146,775
EAST ASIA AND THE PACIFIC10Fundraising$677
EUROPE11Fundraising$21,665
SOUTH AMERICA00Fundraising$228
SOUTH ASIA00Fundraising$5,854
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees75SubtotalEmployeesCnt
Continuation Total Office15ContinuationTotalOfficeCnt
Continuation Total Employee481ContinuationTotalEmployeeCnt
Total Office15TotalOfficeCnt
Total Employee556TotalEmployeeCnt
Subtotal Spent$4,136,213SubtotalSpentAmt
Continuation Spent$19,470,686,377ContinuationSpentAmt
Total Spent$19,474,822,590TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (50 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EAST ASIA AND THE PACIFICRESEARCH SUB$94,618CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$74,204CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$32,502CHECK/WIRE
EUROPERESEARCH SUB$1,003,366CHECK/WIRE
EUROPERESEARCH SUB$399,674CHECK/WIRE
EUROPERESEARCH SUB$215,936CHECK/WIRE
EUROPERESEARCH SUB$209,896CHECK/WIRE
EUROPERESEARCH SUB$191,040CHECK/WIRE
EUROPERESEARCH SUB$172,108CHECK/WIRE
EUROPERESEARCH SUB$144,856CHECK/WIRE
EUROPERESEARCH SUB$133,559CHECK/WIRE
EUROPERESEARCH SUB$132,046CHECK/WIRE
EUROPERESEARCH SUB$124,160CHECK/WIRE
EUROPERESEARCH SUB$120,014CHECK/WIRE
EUROPERESEARCH SUB$108,957CHECK/WIRE
EUROPERESEARCH SUB$101,578CHECK/WIRE
EUROPERESEARCH SUB$100,396CHECK/WIRE
EUROPERESEARCH SUB$90,489CHECK/WIRE
EUROPERESEARCH SUB$77,592CHECK/WIRE
EUROPERESEARCH SUB$62,742CHECK/WIRE
EUROPERESEARCH SUB$49,134CHECK/WIRE
EUROPERESEARCH SUB$45,826CHECK/WIRE
EUROPERESEARCH SUB$42,821CHECK/WIRE
EUROPERESEARCH SUB$39,698CHECK/WIRE
EUROPERESEARCH SUB$16,955CHECK/WIRE
EUROPERESEARCH SUB$16,416CHECK/WIRE
EUROPERESEARCH SUB$12,121CHECK/WIRE
EUROPERESEARCH SUB$11,590CHECK/WIRE
EUROPERESEARCH SUB$9,597CHECK/WIRE
MIDDLE EAST AND NORTH AFRICARESEARCH SUB$100,165CHECK/WIRE
MIDDLE EAST AND NORTH AFRICARESEARCH SUB$84,638CHECK/WIRE
NORTH AMERICARESEARCH SUB$172,511CHECK/WIRE
NORTH AMERICARESEARCH SUB$78,380CHECK/WIRE
NORTH AMERICARESEARCH SUB$52,056CHECK/WIRE
NORTH AMERICARESEARCH SUB$42,181CHECK/WIRE
NORTH AMERICARESEARCH SUB$12,258CHECK/WIRE
SOUTH AMERICARESEARCH SUB$150,084CHECK/WIRE
SOUTH AMERICARESEARCH SUB$43,555CHECK/WIRE
SOUTH AMERICARESEARCH SUB$32,000CHECK/WIRE
SOUTH AMERICARESEARCH SUB$17,866CHECK/WIRE
SOUTH AMERICARESEARCH SUB$11,635CHECK/WIRE
SOUTH ASIARESEARCH SUB$453,994CHECK/WIRE
SOUTH ASIARESEARCH SUB$274,470CHECK/WIRE
SOUTH ASIARESEARCH SUB$89,561CHECK/WIRE
SOUTH ASIARESEARCH SUB$54,190CHECK/WIRE
SOUTH ASIARESEARCH SUB$5,210CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$612,759CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$140,076CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$116,988CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$52,459CHECK/WIRE
FieldValueIRS element (for citing)
Total501c3 Org48Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
INTERNSHIP STIPENDSCentral America and the Caribbean1$4,930CHECK/EFT
INTERNSHIP STIPENDSEast Asia and the Pacific1$4,942CHECK/EFT
STIPENDSSouth America2$2,700CHECK/EFT
STIPENDSEurope (Including Iceland and Greenland)3$66,074CHECK/EFT
STIPENDSSub-Saharan Africa4$146,775CHECK/EFT
SCHOLARSHIPSEast Asia and the Pacific12$92,500CHECK/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, 2021, THE COVID PANDEMIC IMPACTED STUDENTS WORLDWIDE AND MANY INTERNATIONAL STUDENTS WERE NOT ABLE TO TRAVEL TO THE US DUE TO TRAVEL BANS, INABILITY TO SECURE VISAS OR HEALTH AND SAFETY CONCERNS. FINANCIAL AID WAS CONTINUED FOR THESE STUDENTS AND STANFORD DOES NOT CONSIDER THIS TEMPORARY SITUATION TO TRIGGER SCH F GRANTMAKING REPORTING OBLIGATIONS. 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, 2021, AMOUNTS ASSOCIATED WITH PROGRAM SERVICES WERE SIGNIFICANTLY LOWER THAN IN PRIOR YEARS DUE TO THE CURTAILING IMPACT OF COVID ON NORMAL ACTIVITIES INVOLVING TRAVEL. -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. -ATHLETICS: INCLUDES EXPENSES INCURRED IN SUPPORT OF ATHLETICS PROGRAMS. 2.INVESTMENTS: I) INVESTMENTS ARE REPORTED AS OF AUGUST 31, 2021 AT FAIR MARKET VALUE, DETERMINED IN ACCORDANCE WITH US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INVESTMENT MANAGEMENT FEES ARE DIRECT FEES EXPENSED DURING FISCAL YEAR 2021. 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, 2021 (FY 2021), 50% OF UNDERGRADUATE AND ABOUT 85% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID, WITH A TOTAL OF $704 MILLION OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. APPROXIMATELY 45% OF THIS AID TOOK THE FORM OF TRANSFERS FROM INTERNAL UNIVERSITY FUNDS (OFTEN IN ACCORDANCE WITH DONOR TERMS) TO OFFSET TUITION AND OTHER UNIVERSITY CHARGES THAT WOULD OTHERWISE HAVE BEEN RECEIVED BY THE UNIVERSITY. THE BALANCE OF $379 MILLION REPRESENTS DISBURSEMENTS, PRIMARILY TO GRADUATE STUDENTS, FOR STIPENDS, FELLOWSHIPS AND OTHER STUDENT AID IN SUPPORT OF ACADEMIC EFFORT. 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 US. 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 US 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
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
THE STELTER COMPANY
10435 NEW YORK AVENUEDES MOINESIA50322BROCHURESfalse$39,715
BRUNSWICK GROUP LLC
245 PARK AVE 14TH FLNEW YORKNY10167BRANDINGfalse$90,000
MARA MCCLELLAN
2842 ASHBY AVENUEBERKELEYCA94705CONSULTINGfalse$65,644
JOHN DAVID SCHRAMM II
702 LAS OVEJAS AVESAN RAFAELCA94903CONSULTINGfalse$5,800
FieldValueIRS element (for citing)
Total Retained By Contractors$201,159TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd
Licensed StatesNYLicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (114 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AFS-USA INC
120 WALL ST 4TH FLNEW YORKNY10005391711417501(C)(3)$500,000GENERAL SUPPORT
ALLIANCE FOR SCHOOL CHOICE INC
1020 19TH ST NWWASHINGTONDC20036522111508501(C)(3)$50,000GENERAL SUPPORT
AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE N
1001 AVE OF THE AMERICASNEW YORKNY10018237270753501(C)(3)$20,000SCHOLARSHIP SUPPORT
AMERICAN FRIENDS OF BEIT HATFUTSOT
633 THIRD AVE 21ST FLNEW YORKNY10017132928469501(C)(3)$500,000GENERAL SUPPORT
AMERICAN FRIENDS OF THE TEL AVIV UNIV INC
8 WEST 40TH ST FL 8NEW YORKNY10018131996126501(C)(3)$150,000BUSINESS SCHOOL SUPPORT
AMERICAN FRIENDS OXFORD CNT HEBREW JEWISH
CO 279 FRANKLIN STNEWTONMA02458132943469501(C)(3)$25,000GENERAL SUPPORT
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WNEW YORKNY10024136162659501(C)(3)$25,000CENTER SUPPORT
AMERICAN SOCIETY OF THE UNIV OF HAIFA
80 BROAD ST STE 2102NEW YORKNY10004136220819501(C)(3)$500,000PROJECT SUPPORT
AMERICA'S CHARITIES
14383 NEWBROOK DRIVECHANTILLYVA20151541517707501(C)(3)$170,000PROJECT SUPPORT
ASIAN ART MUSEUM FOUNDATION OF SF
200 LARKIN STSAN FRANCISCOCA94102941704765501(C)(3)$250,000GENERAL SUPPORT
BROOKINGS INSTITUTION
1775 MASS AVE NWWASHINGTONDC20036530196577501(C)(3)$140,000PROJECT SUPPORT
BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BLVDNOVATOCA94945943030609501(C)(3)$272,000GENERAL SUPPORT
CALMATTERS
1017 L ST 261 9TH FLSACRAMENTOCA95814472474086501(C)(3)$10,000GENERAL SUPPORT
CAMPAIGN FOR HUMAN RIGHTS INC
137 MONTAGUE ST STE 384SACRAMENTOCA95815275305580501(C)(3)$25,000CAMPAIGN ADS SUPPORT
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STSANTA BARBARACA93105952158727501(C)(3)$50,000GENERAL SUPPORT
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVEPITTSBURGHPA15213250969449501(C)(3)$150,000INSTITUTE SUPPORT
CARPINTERIA CHILDREN'S PROJECT
5201 8TH ST STE 100CARPINTERIACA93013811407122501(C)(3)$250,000GENERAL SUPPORT
CARPINTERIA SKATE FOUNDATION INC
PO BOX 65CARPINTERIACA93014270394632501(C)(3)$100,000GENERAL SUPPORT
CENTER FOR THE ARTS
PO BOX 860JACKSONWY83001830314362501(C)(3)$25,000GENERAL SUPPORT
CHILDREN OF FALLEN PATRIOTS FOUNDATION
44900 PRENTICE DRDULLESVA20166470902295501(C)(3)$25,000EVENT SUPPORT
CHILDREN'S HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304941312311501(C)(3)$50,000MENTAL HEALTH INIT.
CHINESE HOSPITAL ASSOCIATION
845 JACKSON STSAN FRANCISCOCA94133940382780501(C)(3)$40,000GENERAL SUPPORT
CORNELL UNIVERSITY
130 E SENECA STITHACANY14850150532082501(C)(3)$100,000GENERAL SUPPORT
CORO SOUTHERN CALIFORNIA INC
1000 N ALAMEDA STLOS ANGELESCA90012954274561501(C)(3)$500,000PROGRAM SUPPORT
CURIODYSSEY
1651 COYOTE POINT DRSAN MATEOCA94401941262434501(C)(3)$50,000GENERAL SUPPORT
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117951831116501(C)(3)$15,000GENERAL SUPPORT
DUKE UNIVERSITY
BOX 104132DURHAMNC27708560532129501(C)(3)$100,000GENERAL SUPPORT
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVDBOSTONMA02210110303001501(C)(3)$50,000GENERAL SUPPORT
FIELD INSTITUTE OF TAOS
PO BOX 486ARROYO SECONM87514680204312501(C)(3)$100,000GENERAL SUPPORT
FIRE INC
510 WALNUT STPHILADELPHIAPA19106043467254501(C)(3)$10,000PROGRAM SUPPORT
GEORGIA TECH FOUNDATION INC
760 SPRING ST NWATLANTAGA30308586043294501(C)(3)$830,000INTL. INITIATIVES
GRACE LUTHERAN CHURCH
3149 WAVERLY STPALO ALTOCA94306941251133501(C)(3)$15,000GENERAL SUPPORT
GRADUATE THEOLOGICAL UNION
2400 RIDGE RDBERKELEYCA94079941581707501(C)(3)$25,000GENERAL SUPPORT
GREATER TWIN CITIES UNITED WAY
404 S EIGHTH STMINNEAPOLISMN55404411973442501(C)(3)$10,000GENERAL SUPPORT
HIGHER GROUND SUN VALLEY INC
PO BOX 6791KETCHUMID83340941518656501(C)(3)$25,000GENERAL SUPPORT
HOLY CROSS HOSPITAL
1397 WEIMER RDTAOSNM87571850289839501(C)(3)$30,000PROGRAM SUPPORT
HOPEWELL FUND
1201 CONN AVE NWWASHINGTONDC20036473681860501(C)(3)$25,000GENERAL SUPPORT
HOUSING CONSORTIUM OF THE EAST BAY
410 7TH ST STE 203OAKLANDCA94607943298156501(C)(3)$250,000GENERAL SUPPORT
INTL FOLLICULAR LYMPHOMA CHALLENGE INC
850 NEW BURTON RD STE 201DOVERDE19904842338899501(C)(3)$100,000GENERAL SUPPORT
J DAVID GLADSTONE INSTITUTES
1650 OWENS STSAN FRANCISCOCA94158237203666501(C)(3)$122,000JOINT PROJECT
J DAVID GLADSTONE INSTITUTES
1650 OWENS STSAN FRANCISCOCA94158237203666501(C)(3)$660,000DISEASE SPECIFIC FUND
KENNEBUNKPORT CLIMATE INITIATIVE
PO BOX 7004CAPE PORPOISEME04014844244790501(C)(3)$90,000GENERAL SUPPORT
KHAN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042261544963501(C)(3)$25,000GENERAL SUPPORT
LUCILE PACKARD CHILDREN'S HOSP AT STANFORD
725 WELCH RDPALO ALTOCA94304770003859501(C)(3)$20,000GENERAL SUPPORT
MAKE A WISH FDN OF AMERICA
4742 N 24TH ST STE 400PHOENIXAZ85016860481941501(C)(3)$10,000GENERAL SUPPORT
MAKING WAVES FOUNDATION INC
3045 RESEARCH DRIVERICHMONDCA94806680204312501(C)(3)$100,000GENERAL SUPPORT
MAKING WAVES FOUNDATION INC
3045 RESEARCH DRIVERICHMONDCA94806680204312501(C)(3)$450,000CAP BAY AREA PROGRAM
MARY GOERZ FUND FOR CHILDREN & ART AT LPCH
725 WELCH ROADPALO ALTOCA94304770003859501(C)(3)$10,000GENERAL SUPPORT
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501(C)(3)$1,500,000GENERAL SUPPORT
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139042103594501(C)(3)$7,500,000FORUM SUPPORT
MENLO SCHOOL
50 VALPARAISO AVEATHERTONCA94027943204137501(C)(3)$1,000,000GENERAL SUPPORT
NATIONAL PARK FOUNDATION
1500 K ST NW STE 700WASHINGTONDC20005521086761501(C)(3)$50,000GENERAL SUPPORT
NATIONAL WWII MUSEUM
945 MAGAZINE STNEW ORLEANSLA70130721200790501(C)(3)$200,000GENERAL SUPPORT
ONE MIND INSTITUTE
PO BOX 680NEW ORLEANSLA70130680359707501(C)(3)$25,000GENERAL SUPPORT
PACIFIC RESEARCH INSTIT FOR PUBLIC POLICY
101 MONTGOMERY STSAN FRANCISCOCA94104942528433501(C)(3)$125,000FUND SUPPORT
PALO ALTO MEDICAL FOUNDATION
2350 W EL CAMINO REALMOUNTAIN VIEWCA94040941156581501(C)(3)$50,000CLINICAL RESEARCH
PARS EQUALITY CENTER
1635 THE ALAMEDA STE 300SAN JOSECA95126272969900501(C)(3)$15,000EVENT SUPPORT
PEN AMERICAN CENTER
588 BROADWAY STE 303NEW YORKNY10012133447888501(C)(3)$25,000PROJECT SUPPORT
PEN AMERICAN CENTER
588 BROADWAY STE 303NEW YORKNY10012133447888501(C)(3)$25,000GENERAL SUPPORT
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PKWYOAKLANDCA94612943136771501(C)(3)$145,000GENERAL SUPPORT
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE STE 100MOUNTAIN VIEWCA94043770485946501(C)(3)$10,000AWARD SUPPORT
RAFIKI FOUNDATION INCORPORATED
PO BOX 1988EUSTISFL32727742477089501(C)(3)$10,000PROGRAM SUPPORT
REJOICE MINISTRIES INTERNATIONAL
4400 PIERCE DRNORFOLKNE68701742758469501(C)(3)$10,000PROGRAM SUPPORT
SAINT JOHNS HOSPITAL & HEALTH CENTER FDN
2121 SANTA MONICA BLVDSANTA MONICACA90404956100079501(C)(3)$60,000GENERAL SUPPORT
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVESAN FRANCISCOCA94102940836240501(C)(3)$500,000FUND SUPPORT
SAN FRANCISCO PARKS ALLIANCE
1663 MISSION STSAN FRANCISCOCA94103237131784501(C)(3)$150,000PROJECT SUPPORT
SAN FRANCISCO PARKS ALLIANCE
1663 MISSION STSAN FRANCISCOCA94103237131784501(C)(3)$275,000GENERAL SUPPORT
SAN FRANCISCO-KRAKOW SISTER CITIES ASSOCIATION
5659 N ARLINGTON BLVD STE 2SAN PABLOCA94806271896292501(C)(3)$15,000EVENT SUPPORT
SANTA BARBARA EQUINE ASSISTANCE & EVACUATION TEAM
PO BOX 60535SANTA BARBARACA93160311654184501(C)(3)$100,000PROJECT SUPPORT
SANTA FE JEWISH CENTER-CHABAD
230 W MANHATTAN AVESANTA FENM87501850446049501(C)(3)$25,000GENERAL SUPPORT
SHARKS FOUNDATION
525 W SANTA CLARA STSAN JOSECA95113770374062501(C)(3)$50,000KIDS SPONSORSHIP
SILICON VALLEY COMMUNITY FDN
2440W EL CAMINO REALMOUNTAIN VIEWCA94040205205488501(C)(3)$100,000GENERAL SUPPORT
ST JOHNS UNIVERSITY NEW YORK
8000 UTOPIA PKWYQUEENSNY11439111630830501(C)(3)$33,000SCHOLARSHIP FUND
ST NICHOLAS AND ST WILLIAM PARISH
473 LINCOLN AVELOS ALTOSCA94022942734503501(C)(3)$10,000GENERAL SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$10,000JEWISH SPIRITUAL CARE
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$20,000MAURICE WERDEGAR ART FUND
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$28,000PROGRAM SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$60,000COVID 19 FUND
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$115,000HEALTH CARE PARTNERS
STANFORD HEALTH CARE
301 PASTEUR DRIVESTANFORDCA94306946174066501(C)(3)$200,000FOSTER CARE FUND
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$1,250,000BACHTEL FUND
STANFORD HEALTH CARE
301 PASTEUR DRIVESTANFORDCA94306946174066501(C)(3)$2,550,000PEDIATRIC EMERGENCY
STONY BROOK FOUNDATION INC
230 ADMIN BLDGSTONY BROOKNY11794116077945501(C)(3)$50,000GENERAL SUPPORT
STORM KING ART CENTER
1 MUSEUM RDNEW WINDSORNY12553141457573501(C)(3)$1,000,000GENERAL SUPPORT
TAOS SPORTS ASSOCIATES INC
PO BOX 3011TAOSNM87571850241076501(C)(3)$100,000PROGRAM SUPPORT
TAU BETA PI ASSOCIATION INC
PO BOX 2697KNOXVILLETN37901620479545501(C)(3)$15,000GRANT SUPPORT
TECH MUSEUM OF INNOVATION
201 S MARKET STSAN JOSECA95113942864660501(C)(3)$50,000GENERAL SUPPORT
THE CAROL KIMMELMAN ATHLETIC AND ACADEMIC CAMPUS I
12680 HIGH BLUFF DR STE 400SAN DIEGOCA92130834368221501(C)(3)$10,000GENERAL SUPPORT
THE COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVDMOUNTAIN VIEWCA94043770507525501(C)(3)$100,000GENERAL SUPPORT
THE FORWARD ASSOCIATION INC
125 MAIDEN LN 8TH FLNEW YORKNY10038130623590501(C)(3)$25,000GENERAL SUPPORT
THE GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830066002281501(C)(3)$100,000GENERAL SUPPORT
THE INSEAD MANAGEMENT EDUCATION FDN
PO BOX 7555 FDR STATIONNEW YORKNY10150136209297501(C)(3)$60,956GENERAL SUPPORT
THE KOSCIUSZKO FOUNDATION
15 E 65TH STNEW YORKNY10065131628179501(C)(3)$150,000GENERAL SUPPORT
THE PASEO PROJECT INC
P O BOX 1075TAOSNM87571811852200501(C)(3)$100,000GENERAL SUPPORT
THE RONALD REAGAN PRESIDENTIAL FDN AND INSTITUTE
40 PRESIDENTIAL DR STE 200SIMI VALLEYCA93065770054631501(C)(3)$400,000FELLOWSHIP SUPPORT
TIDES CENTER
PO BOX 399385SAN FRANCISCOCA94129943213100501(C)(3)$203,380PROJECT SUPPORT
TIDES FOUNDATION
PO BOX 399389SAN FRANCISCOCA94139510198509501(C)(3)$500,000PROJECT SUPPORT
TIPPING POINT COMMUNITY
220 MONTGOMERY STSAN FRANCISCOCA94104202121739501(C)(3)$1,000,000GENERAL SUPPORT
TOWN SCHOOL FOR BOYS
2750 JACKSON STSAN FRANCISCOCA94115941170412501(C)(3)$25,000FUND SUPPORT
TRINITY CHURCH SANTA BARBARA
1500 STATE STSANTA BARBARACA93101951750018501(C)(3)$25,000GENERAL SUPPORT
TWO CHAIRS INC
39 REMSEN ST 2ABROOKLYNNY11201274115161501(C)(3)$50,000PROJECT SUPPORT
UCSF FOUNDATION
220 MONTGOMERY STSAN FRANCISCOCA94104942829914501(C)(3)$1,050,000GENERAL SUPPORT
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE STE 401BERKELEYCA94704946090626501(C)(3)$25,000FUND SUPPORT
UNIVERSITY OF NOTRE DAME
1251 N EDDY ST STE 300SOUTH BENDIN46617350868188501(C)(3)$10,000ATHLETIC SUPPORT
UNIVERSITY OF OREGON FOUNDATION
1720 E 13TH AVE STE 410EUGENEOR97403936015767501(C)(3)$4,000,000FUND SUPPORT
UNIVERSITY OF ROCHESTER
910 GENESEE ST STE 200ROCHESTERNY14611160743209501(C)(3)$30,000SCHOLARSHIP SUPPORT
UNIVERSITY OF THE PEOPLE
595 COLORADO BLVDPASADENACA91101264078735501(C)(3)$100,000GENERAL SUPPORT
US OLYMPIC AND PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909800939841501(C)(3)$75,000FUND SUPPORT
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085231352688501(C)(3)$50,000ENGINEERING FUND
WALLIN EDUCATION PARTNERS
5200 WILSON RD STE 209MINNEAPOLISMN55424208505156501(C)(3)$80,000SCHOLAR SUPPORT
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS RDWEST POINTNY10996141260763501(C)(3)$45,000FUND SUPPORT
WOMENONE LTD
19 E 88TH STNEW YORKNY10128263679243501(C)(3)$75,000GENERAL SUPPORT
WOMEN'S SPORTS FOUNDATION INC
247 W 30TH ST 5TH FLNEW YORKNY10001237380557501(C)(3)$25,000AWARD SUPPORT
WOOD RIVER COMMUNITY YMCA INC
PO BOX 6801KETCHUMID83340820481436501(C)(3)$10,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org114Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID TO STUDENTSGrantTypeTxt
Recipient12048RecipientCnt
Cash Grant$543,234,016CashGrantAmt

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. CURRENTLY, 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. IN FY21, APPROXIMATELY 50% OF UNDERGRADUATES WERE AWARDED NEED-BASED FINANCIAL AID FROM STANFORD. 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 FY21, APPROXIMATELY 85% 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 $339,941,153 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $203,610,785 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $102,373 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)
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 (24 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$1,113,022$0$4,356$0$0$0$272,733$0$165,185$0$1,555,296$0$0$0
RYAN M ADESNIK
VP GOVT AFFRS, APPT. 11/1/2020$333,893$0$45,000$0$0$0$28,500$0$43,438$0$450,831$0$0$0
JON DENNEY
VP DEVELOPMENT$596,485$0$121,800$0$0$0$38,222$0$41,115$0$797,622$0$0$0
PERSIS DRELL
PROVOST$812,138$0$0$0$0$0$278,156$0$153,274$0$1,243,568$0$0$0
FARNAZ KHADEM
VP COMMUNICATION$381,187$0$50,000$0$32,250$0$43,706$0$35,408$0$542,551$0$0$0
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO$752,069$0$0$0$70,848$0$329,833$0$32,822$0$1,185,572$0$0$0
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST$549,973$0$350,000$0$1,649,716$0$355,167$0$19,997$0$2,924,853$0$644,444$0
MARTIN SHELL
VP & CHIEF ERO$704,590$0$250,000$0$199,342$0$147,000$0$96,091$0$1,397,023$0$24,333$0
ROBERT F WALLACE
CHIEF EXECUTIVE OFFICER, SMC$856,993$0$1,958,333$0$1,189,964$0$635,004$0$190,147$0$4,830,441$0$461,847$0
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.$451,566$0$0$0$77,113$0$111,833$0$45,784$0$686,296$0$0$0
ELIZABETH ZACHARIAS
VP HUMAN RESOURCES$409,547$0$70,000$0$357,142$0$25,650$0$32,432$0$894,771$0$225,928$0
DEBRA ZUMWALT
VP GENERAL COUNSEL$759,032$0$0$0$16,865$0$142,677$0$16,380$0$934,954$0$0$0
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE$1,565,758$0$250,000$0$110,891$0$328,500$0$34,650$0$2,289,799$0$0$0
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC$1,756,924$0$1,975,000$0$41,352$0$26,833$0$27,804$0$3,827,913$0$0$0
JAY KANG
SR. MD, SMC$644,653$0$1,177,536$0$257,434$0$191,516$0$40,668$0$2,311,807$0$0$0
BERNARD MUIR
ATHLETIC DIRECTOR$1,419,754$0$0$0$758,901$0$209,320$0$128,437$0$2,516,412$0$0$0
DAVID SHAW
DIRECTOR OF FOOTBALL$5,246,186$0$600,000$0$604,746$0$95,420$0$45,878$0$6,592,230$0$434,515$0
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY$1,518,423$0$1,130,226$0$0$0$24,955$0$72,245$0$2,745,849$0$0$0
HARRY ELAM
FORMER VP ARTS$346,907$0$0$0$5,287$0$28,500$0$9,549$0$390,243$0$0$0
JOHN ETCHEMENDY
PROF H&S & FORMER PROVOST$409,934$0$160,275$0$1,121,595$0$28,500$0$31,457$0$1,751,761$0$700,783$0
BRADLEY HAYWARD
FORMER INTERIM VP COMMUN.$259,227$0$25,000$0$30,680$0$27,110$0$45,526$0$387,543$0$0$0
JOHN HENNESSY
PROF SOE & FORMER PRESIDENT$627,352$0$0$0$500$0$28,500$0$35,466$0$691,818$0$0$0
HOWARD B PEARSON
FORMER INTERIM VP DEVT.$413,377$0$71,184$0$20,350$0$28,500$0$14,345$0$547,756$0$0$0
RICHARD SALLER
PROF & FORMER DEAN, SCH OF H&S$411,674$0$0$0$0$0$28,313$0$18,414$0$458,401$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 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, NO INDIVIDUALS LISTED ON PART VII USED CHARTERED AIRCRAFT SERVICES OR FIRST CLASS TRAVEL SERVICES DURING CALENDAR YEAR 2020. 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. NO INDIVIDUALS LISTED ON PART VII RECEIVED COMPANION TRAVEL DURING CALENDAR YEAR 2020 THAT WAS IN FURTHERANCE OF UNIVERSITY'S BUSINESS AND CONSIDERED NON-TAXABLE. NON-TAXABLE HOUSING/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT, THE PROVOST AND THE ATHLETIC DIRECTOR ARE REQUIRED TO LIVE ON CAMPUS. THESE RESIDENCES ARE USED FREQUENTLY FOR UNIVESITY 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 UNIVESITY 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 2020. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2020: HARRY ELAM, FARNAZ KHADEM, JOHN ETCHEMENDY, FRANK HANLEY, LLOYD B. MINOR, MARTIN SHELL, ROBERT F. WALLACE, BRADLEY HAYWARD AND ELIZABETH ZACHARIAS. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B DEFERRED COMPENSATION PLAN PROVISIONS CERTAIN OFFICERS AND OTHERS LISTED IN PART VII, SECTION A, LINE 1A PARTICIPATE IN A DEFERRED COMPENSATION PLAN. AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). IN GENERAL, PER THE INSTRUCTIONS FOR SCHEDULE J, PART II, COLUMN (C), DEFERRED COMPENSATION IS TREATED AS EARNED RATABLY OVER THE PERIOD OF SERVICE REQUIRED FOR VESTING. A MONTHLY CONVENTION HAS BEEN USED TO PRORATE AMOUNTS OVER THE APPLICABLE VESTING PERIOD. COLUMN (C) DOES NOT INCLUDE AMOUNTS DEFERRED IN A CALENDAR YEAR TO A DATE ON OR BEFORE MARCH 15TH OF THE FOLLOWING CALENDAR YEAR. THE NET EFFECT OF APPLYING THE FOREGOING RULES AND CONVENTIONS, AND DIFFERING VESTING SCHEDULES, IS THAT DEFERRED COMPENSATION REPORTED IN COLUMN (C) FOR AN INDIVIDUAL MAY VARY OVER TIME. DEFERRED COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN (C), AS DESCRIBED ABOVE, AND IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. FOR JOHN ETCHEMENDY, THE AMOUNT REPORTED IN COLUMN F REPRESENTS ONE THIRD OF THE TOTAL AMOUNT REPORTED AS DEFERRED COMPENSATION ON PRIOR YEAR FORMS 990. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THEIR DEFERRED COMPENSATION ACCOUNT DURING CALENDAR YEAR 2020: JOHN ETCHEMENDY, $1,106,376; DAVID SHAW, $602,906; ROBERT F. WALLACE, $1,168,484; ROBERT C. REIDY, $1,509,641; MARTIN SHELL, $78,770; ELIZABETH ZACHARIAS, $329,193; JAY KANG, $257,434; BERNARD MUIR, $751,993. 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 FY2021, 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, 2020 WAS $249,933. THE UNIVERSITY ALSO PROVIDED FORMER PROVOST JOHN ETCHEMENDY WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS SOCIAL SECURITY AND 403(B) RETIREMENT BENEFITS. THE SERP WAS EARNED GRADUALLY THROUGH HIS TERM OF SERVICE AS PROVOST. BY REMAINING IN HIS POSITION THROUGH AUGUST 31, 2015, THE FORMER PROVOST BECAME ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 42% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY, OFFSET BY THE ANNUITY EQUIVALENT OF HIS ANTICIPATED SOCIAL SECURITY BENEFIT AND AMOUNTS CONTRIBUTED BY THE UNIVERSITY DIRECTLY TO HIS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN WHILE HE WAS AN OFFICER. THIS SERP WAS AMENDED ON APRIL 11, 2017 TO INCREASE THE 42% BENEFIT BY 3% FOR EACH OF FY2016 AND FY2017, BRINGING THE BENEFIT TO AN AMOUNT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 48% OF HIGHEST THREE YEAR AVERAGE PAY. THIS SERP BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET.
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.

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 Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3
B521705592130178JD92007-06-19$153,277,097SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5
C521705592130178TQ92009-08-04$59,147,724SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1
D521705592130178VU72010-05-05$251,631,228SEE SCHEDULE Ofalsefalsefalse

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)
C0.000000.000000.00000
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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE KTAX-EXEMPT BONDS FOR MORE THAN 40 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 UNDEGRADUATE STUDENT BEDS. THIS SIGNIFICANTLY HELPS MEET THE DEMAND FOR SUBSIDIEZ ON-CAMPUS HOUSING. FORM 990, SCHEDULE K, PART I, COLUMN F DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES. REFUND CEFA SERIES L-8 ISSUED 10/31/2000, REFUND CEFA SERIES L-9 ISSUED 10/31/2000, REFUND CEFA TAX EXEMPT COMMERCIAL PAPER REVENUE NOTES ISSUED 3/18/2003. CONVERSION OF SERIES S BONDS ON MAY 15, 2013 FROM VARIABLE RATE TO FIXED RATE AND CANCELLATION OF $9,790,000 AGGREGATE PRINCIPAL AMOUNT OF THE BONDS. COSTS OF ISSUANCE. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1 AND T-3 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. COSTS OF ISSUANCE. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 - ADVANCE REFUND $59,180,000 OF CEFA SERIES P REVENUE BONDS - ISSUED MARCH 30, 1999. D. CALIFORNIA EDUCATIONAL FACILITES 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. E. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 - REFUND TAXABLE COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES THAT WERE USED TO REFUND CEFA SERIES Q ISSUED ON 5/3/2001. COSTS OF ISSUANCE. F. 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. G. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 - ADVANCE REFUND CEFA SERIES P BONDS ISSUED ON 3/30/1999 AND PAY COSTS OF ISSUANCE. H. 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. I. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. J. 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. K. 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 REFINANCING CEFA SERIES T-5, U-2, 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 S 0.5476% CEFA SERIES T-1 0.4314% CEFA SERIES T-5 0.0028% CEFA SERIES U-1 0.6483% CEFA SERIES U-2 0.5773% CEFA SERIES U-3 0.3551% CEFA SERIES U-4 0.3625% CEFA SERIES U-6 0.0000% CEFA SERIES U-7 0.0000% CEFA SERIES V-1 0.0000% CEFA SERIES V-2 0.0000% FORM 990, SCHEDULE K, PART IV FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. FORM 990, SCHEDULE K, PART IV, LINE 2(C) REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES 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. E. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-2 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. F. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-3 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. G. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-4 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. H. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-6 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. I. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-7 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. J. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES V-1 HAD A REBATE CALCULATION PERFORMED ON DECEMBER 24, 2020

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 Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3
B521705592130178X762013-05-15$351,795,122SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4
C521705592130178X842013-05-15$52,773,978SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6
D5217055921301783W42014-05-14$350,002,728SEE SCHEDULE Ofalsefalsefalse

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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0.000000.000000.00000
B0.000000.000000.00000falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
C0.000000.000000.00000
D0.000000.000000.00000falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falsefalsefalseYes (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)

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 Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1
B521705592130179SD72019-04-04$599,999,105SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2
C521705592130179TN42021-04-28$374,997,928SEE SCHEDULE Ofalsefalsefalse

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)falsefalseYes (true)
C$0$0$375,008,972$0$2,463,844$0$0$0$0$31,248,707$224,115,000$117,181,421Yes (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)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (19 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
HARRY ELAM
FORMER OFFICERHOUSINGYes (X)$600,000$600,000falseYes (true)Yes (true)
HARRY ELAM
FORMER OFFICERHOUSINGYes (X)$150,000$150,000falseYes (true)Yes (true)
HARRY ELAM
FORMER OFFICERHOUSINGYes (X)$235,000$70,500falseYes (true)Yes (true)
HARRY ELAM
FORMER OFFICERHOUSINGYes (X)$350,000$350,000falseYes (true)Yes (true)
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)
LLOYD B MINOR
KEY EMPLOYEEHOUSINGYes (X)$719,466$102,781falseYes (true)Yes (true)
RICHARD SALLER
FORMER KEY EMPLOYEEHOUSINGYes (X)$25,000$25,000falseYes (true)Yes (true)
MARTIN SHELL
OFFICERHOUSINGYes (X)$1,000,000$325,000falseYes (true)Yes (true)
ROBERT F WALLACE
OFFICERHOUSINGYes (X)$200,000$200,000falseYes (true)Yes (true)
ROBERT F WALLACE
OFFICERHOUSINGYes (X)$100,000$40,000falseYes (true)Yes (true)
ROBERT F WALLACE
OFFICERHOUSINGYes (X)$3,000,000$3,000,000falseYes (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$50,000falseYes (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$9,221,965TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
KEITH M BAKER
SEE PART V$369,003COMPENSATIONfalse
JEANNE MARIE DAVILA
SEE PART V$223,016COMPENSATIONfalse
ROBERT HASSAN EHSAN
SEE PART V$104,107COMPENSATIONfalse
MICHELE ELAM
SEE PART V$310,150COMPENSATIONfalse
MARY HYNES
SEE PART V$35,137COMPENSATIONfalse
TANYA LUHRMANN
SEE PART V$253,742COMPENSATIONfalse
LISA PEARSON
SEE PART V$62,468COMPENSATIONfalse
JAMES WELCH
SEE PART V$199,998COMPENSATIONfalse
KATHERINE L WOLF
SEE PART V$15,250COMPENSATIONfalse

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 IS 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. (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: $312,493 IN CASH COMPENSATION AND $56,510 IN BENEFITS DURING FISCAL YEAR 2021 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: $187,120 IN CASH COMPENSATION AND $35,896 IN BENEFITS DURING FISCAL YEAR 2021 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: $91,010 IN CASH COMPENSATION AND $13,097 IN BENEFITS DURING FISCAL YEAR 2021 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: MICHELE ELAM (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF VP ARTS, HARRY ELAM (C) AMOUNT OF TRANSACTION: $273,255 IN CASH COMPENSATION AND $36,895 IN BENEFITS DURING FISCAL YEAR 2021 EARNED IN HER POSITION AS PROFESSOR OF ENGLISH AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MARY HYNES (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PRESIDENT AND TRUSTEE, MARC TESSIER-LAVIGNE (C) AMOUNT OF TRANSACTION: $35,137 IN CASH COMPENSATION DURING FISCAL YEAR 2021 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: TANYA LUHRMANN (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF FORMER DEAN RICHARD SALLER (C) AMOUNT OF TRANSACTION: $219,195 IN CASH COMPENSATION AND $34,547 IN BENEFITS DURING FISCAL YEAR 2021 EARNED IN HER POSITION AS PROFESSOR OF ANTHROPOLOGY 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: $46,743 IN CASH COMPENSATION AND $15,725 IN BENEFITS DURING FISCAL YEAR 2021 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: $179,518 IN CASH COMPENSATION AND $20,480 IN BENEFITS DURING FISCAL YEAR 2021 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: $15,250 IN CASH COMPENSATION DURING FISCAL YEAR 2021 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
Contribution18ContributionCnt
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$75,602NoncashContributionsRptF990Amt
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
Contribution1141ContributionCnt
Noncash Contributions Rpt F990$111,730,702NoncashContributionsRptF990Amt
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$1,025,484NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$24,238,222NoncashContributionsRptF990Amt
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
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,600,000NoncashContributionsRptF990Amt
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 ACCESSORIES3$201,708FAIR MARKET VALUE
Yes (X)OTHER EQUIPMENT6$548,819FAIR MARKET VALUE
Yes (X)GOLD COINS2$221,373FAIR MARKET VALUE
Yes (X)DIGITAL CURRENCY8$4,132,169FAIR MARKET VALUE
Yes (X)MUSICAL INSTRUMENTS5$13,449FAIR MARKET VALUE
Yes (X)HORSES1$0N/A
FieldValueIRS element (for citing)
Form8283 Received34Form8283ReceivedCnt
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 15,800 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 2,288 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,645 UNDERGRADUATE AND 9,292 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 $2,066,150,742 INCLUDING GRANTS OF $50,669,731; REVENUE $820,240,071) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 16,937 STUDENTS, INCLUDING 7,645 UNDERGRADUATE AND 9,292 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,288-PERSON FACULTY INCLUDES 20 NOBEL LAUREATES AND 4 PULITZER PRIZE WINNERS. STANFORD HAS SEVEN SCHOOLS: BUSINESS, EARTH, ENERGY & ENVIRONMENTAL SCIENCES, EDUCATION, ENGINEERING, HUMANITIES AND SCIENCES, LAW, AND MEDICINE. UNDERGRADUATES CHOOSE AMONG 69 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 $1,349,043,581 INCLUDING GRANTS OF $25,140,672; $239,145,598 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 $548,909,595 INCLUDING GRANTS OF $30,464; REVENUE $1,543,893,360.) 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 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 $1,898,667,482 INCLUDING GRANTS OF $500,589,293; REVENUE $278,639,658.) 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. COVID-19 IMPACT THROUGHOUT FISCAL YEAR 2021, STANFORD NAVIGATED THE CHALLENGES AND UNPRECEDENTED PRESSURES STEMMING FROM THE COVID-19 PANDEMIC - A CRISIS THAT REQUIRED A REIMAGINING OF THE UNIVERSITY'S OPERATIONS FROM THE GROUND UP. DURING THIS TIME, WE FOCUSED ON THREE OVERARCHING GOALS: SUSTAINING OUR MISSION OF RESEARCH, EDUCATION, AND HEALTH CARE; CONTRIBUTING TO THE GLOBAL RESPONSES TO THE PANDEMIC AND RACIAL INJUSTICE; AND SUPPORTING OUR STANFORD COMMUNITY. SUSTAINING OUR UNIVERSITY'S MISSION REQUIRED THE TIRELESS EFFORTS OF OUR ENTIRE COMMUNITY, ALONG WITH THE SWIFT RE-DEPLOYMENT OF RESOURCES AND FUNDING TO SUPPORT THESE EFFORTS. OUR FACULTY ADAPTED COURSES INTO CREATIVE ONLINE FORMATS TO SUPPORT STUDENTS FROM A DISTANCE. STAFF MEMBERS SUPPORTED OUR RESEARCH RESTART AND LAUNCHED OUR TESTING PROTOCOLS, ALL WHILE CONTINUING THE MANY OTHER VITAL DAY-TO-DAY OPERATIONS OF THE UNIVERSITY. OUR STUDENTS, BOTH REMOTE AND ON-CAMPUS, SHOWED REMARKABLE FLEXIBILITY IN ENGAGING WITH THE NEW MODES OF LEARNING, AND FOUND NEW WAYS TO CONNECT WITH ONE ANOTHER. AT THE END OF A DIFFICULT YEAR, WE WERE DELIGHTED TO CELEBRATE AN IN-PERSON COMMENCEMENT CEREMONY FOR OUR GRADUATING SENIORS, ADVANCED DEGREE RECIPIENTS, AND THEIR LOVED ONES. AS MANY OF OUR OPERATIONS MOVED ONLINE, WE EXTENDED OUR REACH AND BROADENED ACCESS TO STANFORD'S RESOURCES IN HEALTH CARE, EDUCATION, RESEARCH, THE ARTS, AND MORE. TELEMEDICINE VISITS HAVE ACCELERATED DRAMATICALLY: BEFORE THE PANDEMIC, STANFORD MEDICINE PROVIDED 2,800 TELEHEALTH CONSULTS A MONTH; BY THE PEAK OF THE PANDEMIC, IT WAS PROVIDING 60,000 A MONTH. STANFORD ARTS MOVED CONTENT AND RESOURCES ONLINE, MAKING ACCESS TO THE ARTS BROADLY AVAILABLE AT A TIME WHEN PEOPLE IN OUR COMMUNITY AND BEYOND NEEDED THE MEANING AND COMFORT THAT THE ARTS CAN PROVIDE. SECOND, EVEN AS WE WORKED TO SUSTAIN AND BROADEN THE REACH OF OUR MISSION, WE FOCUSED ON CONTRIBUTING TO THE GLOBAL RECOVERY. AT STANFORD MEDICINE, CLINICIANS, RESEARCHERS, AND STAFF HAVE WORKED TIRELESSLY TO CARE FOR PATIENTS, STUDY THE DISEASE, DEVELOP TREATMENTS AND THERAPIES, AND PROVIDE TESTING AND VACCINATION FOR OUR COMMUNITY. OUTSIDE OF MEDICINE, RESEARCHERS IN THE HUMANITIES, SOCIAL SCIENCES, AND OTHER FIELDS WORKED TO IMPROVE REMOTE EDUCATION, REDUCING THE SPREAD OF COVID-19 AMONG INCARCERATED POPULATIONS, AND UNDERSTAND HOW PANDEMICS EXACERBATE DISPARITIES AND INEQUITIES. OVER THE PAST YEAR, WE'VE TAKEN MEANINGFUL STEPS TOWARD OUR GOALS OF ADVANCING A MORE JUST SOCIETY THROUGH EDUCATION AND RESEARCH AND COUNTERING RACISM WITHIN OUR OWN COMMUNITY. THIS WORK IS LED THROUGH OUR INCLUSION, DIVERSITY, EQUITY, AND ACCESS IN A LEARNING ENVIRONMENT (IDEAL) INITIATIVE, WHICH IS THE FOCAL POINT OF OUR EFFORTS TO ACHIEVE CHANGE. THESE EFFORTS HAVE INCLUDED SELECTING OUR FIRST COHORT OF IDEAL PROVOSTIAL FELLOWS - A GROUP OF PROMISING YOUNG SCHOLARS IN RACE AND ETHNICITY - AND ESTABLISHING A COMMUNITY BOARD ON PUBLIC SAFETY TO ENSURE THAT THE UNIVERSITY'S PUBLIC SAFETY POLICIES AND PRACTICES ARE CONSISTENT WITH OUR VALUES. IN APRIL 2021, STANFORD ALSO BECAME THE FIRST U.S. COLLEGE OR UNIVERSITY TO ISSUE BONDS CARRYING DUAL CLIMATE AND SUSTAINABILITY DESIGNATIONS. THE BONDS ARE ROOTED IN OUR COMMITMENT TO PROMOTING ACCESS AND INCLUSION AND TACKLING ENVIRONMENTAL CHALLENGES. THEY ARE HELPING FINANCE PROJECTS THAT SUPPORT THE UNIVERSITY'S DIVERSITY AND EQUITY GOALS, IMPROVE ACCESS TO HEALTHCARE AND HOUSING, AND ACHIEVE OUR SUSTAINABILITY GOALS. PROVIDING SUPPORT FOR OUR STANFORD COMMUNITY HAS BEEN A CRITICAL PRIORITY THIS YEAR. THE PANDEMIC HAS DEEPLY AFFECTED ALL OF US, BUT IT HAS HIT SOME MEMBERS OF OUR COMMUNITY HARDER THAN OTHERS. AT A UNIVERSITY LEVEL, WE'VE INCREASED FINANCIAL SUPPORT FOR STUDENTS AND FAMILIES WHO HAVE BEEN PARTICULARLY AFFECTED BY THE PANDEMIC. WE HAVE ALSO TAKEN STEPS TO MITIGATE THE DISPARITIES BY EXTENDING THE TENURE CLOCK, ADDING A POST-PANDEMIC RESEARCH QUARTER FOR JUNIOR FACULTY, AND EXPANDING LEAVE TIME FOR CAREGIVING AND WELLNESS. OUR COMMUNITY HAS EMBRACED A SPIRIT OF COLLECTIVE RESPONSIBILITY TO KEEP ONE ANOTHER SAFE AND TO MAKE OUR WORLD BETTER OVER THE LAST YEAR - FROM OUR COVID-19 RESPONSE; TO OUR COMMITMENT TO DIVERSITY, INCLUSION, AND EQUITY; TO OUR WORK TO PREPARE OUR STUDENTS TO BE ENGAGED CITIZENS AND PURPOSEFUL LEADERS. THOUGH THIS HAS BEEN A TIME OF GREAT CHALLENGE, THE CRISIS HAS ADDED MOMENTUM TO THE UNIVERSITY'S MISSION AND DEMONSTRATED HOW SCHOLARSHIP, INNOVATION, EDUCATION, AND PATIENT CARE CAN CONTRIBUTE TO A BETTER WORLD FOR ALL.
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, 2021 AND AUGUST 31, 2020 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; MAURITIUS; 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 IS THE CEO OF WORKDAY, INC., WHERE JERRY YANG ALSO SERVES AS A BOARD MEMBER. - KAVITARK RAM SHRIRAM IS A DIRECTOR OF ALPHABET INC. AND GOOGLE INC., WHERE RUTH PORAT SERVES AS CHIEF FINANCIAL OFFICER. - MICHAEL C. CAMUNEZ SERVES AS A BOARD MEMBER OF AMPLIFY, INC., WHICH IS MAJORITY OWNED BY AN AFFILIATE OF EMERSON COLLECTIVE, OWNED BY LAURENE POWELL-JOBS. FORM 990, PART VI, SECTION A, LINE 5 DURING FISCAL YEAR ENDED AUGUST 31, 2021, A FORMER UNIVERSITY EMPLOYEE PLEADED GUILTY TO FEDERAL CHARGES RELATED TO ONE COUNT OF FEDERAL PROGRAM THEFT, RELATED TO THE THEFT OF LAPTOPS FROM STANFORD UNIVERSITY. THE UNIVERSITY COOPERATED WITH THE INVESTIGATION BY LAW ENFORCEMENT AND ADDITIONALLY CONDUCTED A THOROUGH INTERNAL INVESTIGATION. STANFORD ESTIMATES THE TOTAL LOSS TO BE $4.9 MILLION. BASED UPON THE RESULTS OF THE INTERNAL INVESTIGATION THE UNIVERSITY HAS UNDERTAKEN CORRECTIVE ACTIONS, INCLUDING AN ETHICS AND COMPLIANCE DISCUSSION TRAINING FOCUSING ON THE UNIVERSITY'S CODE OF CONDUCT, THE HELPLINE, AND THE IMPORTANCE OF SPEAKING UP, AND THE LAUNCH OF A UNIVERSITY-WIDE PROGRAM TO ENGAGE IN CONTINUOUS IMPROVEMENT OF ITS FINANCIAL STEWARDSHIP INFRASTRUCTURE.
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 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 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 $101,474,000 CHANGE IN VALUE OF SPLIT INTEREST (119,226,920) NET HOSPITAL TRANSFERS 150,026,714 CHANGE IN VALUE OF SWAP AGREEMENTS 7,077,469 CHANGE IN NON-CONTROLLING INTEREST (19,056,354) ------------------------- $120,294,909

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (53 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
200 GREGORY STREET LLC
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ANTS AT WORK LLC
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ARCOLA LLC
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ARCOLA RESIDENTIAL DEVELOPMENT LLC
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ARCOLA RETAIL DEVELOPMENT LLC
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CANES VENATICI LLC
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CYPRESS MARINA HEIGHTS AHU LLC
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CYPRESS MARINA PARTNERS LLC
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G318 LLC
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GRE PROPERTIES II LLC
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GRE PROPERTIES LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365REAL ESTATEDE-$1,935-$31,999STANFORD
GREGORY STREET ACQUISITION LLC
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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$14,270,916STANFORD
NYMERIA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$23,594,724STANFORD
RED 238 LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$16,789,667STANFORD
RED ALPINE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED ALTA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$3,256,741STANFORD
RED ALVARADO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$12,395,090STANFORD
RED ARBORETUM LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$56,977,802STANFORD
RED ARDENWOOD LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$1,085,907STANFORD
RED BART LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$10,200,085STANFORD
RED BROADWAY LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$59,702,679STANFORD
RED CAMINO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$4,887,266STANFORD
RED CLOSE UP LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$36,087,188STANFORD
RED DECOTO LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$19,789,244STANFORD
RED DISH LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$269,611STANFORD
RED FOOTHILLS LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$114,474,066STANFORD
RED HILLSIDE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$269,360,944STANFORD
RED LOMITA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$7,752,018STANFORD
RED MARINA LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$2,300,000STANFORD
RED MARINERS LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED MOTHERBOARD LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$9,909STANFORD
RED POPLAR LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$17,268STANFORD
RED RIDGE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$134,641,223STANFORD
RED SANDHILL LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$2,492,377STANFORD
RED SKYLINE LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$468,568STANFORD
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-$1,132,949$9,832,112STANFORD
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-$1,331,641$105,939,752STANFORD
SPECIALTY EVENTS LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063273665473GEN. BUS. OPSCA$0$0STANFORD
STANFORD UNIVERSITY GLOBAL LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365EDUCATIONCA$3,761,091$2,445,989STANFORD
STANFORD UNIVERSITY POWER LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365ENERGY RESOURDE$0$0STANFORD
SU ACQUISITION LLC
485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063941156365REAL ESTATEDE-$145,198$2,000,000STANFORD
TZOLKIN LLC
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndForeign PostalForeignAddress/ForeignPostalCd
FUNDACION STANFORD UNIVERSITY EN CHILE
AV CONDELL 189 PROVIDENCIASANTIAGOCIEDUCATIONCI501(C)(3)STANFORD
HOSPITAL COMMITTEE FOR THE L-P AREAS
HOSPITAL501(C)(3)SHC1111 E STANLEY BLVDLIVERMORECA94550941429628CA3Yes (true)
JAEDAN BUPIN STANFORD CENTER IN THE REPU
RESEARCHKR501(C)(3)StanfordN/AYes (true)
LUCILE PACKARD FOUNDATION FOR CHILDREN'S
HEALTHCARE501(C)(3)LPCH400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301770440090CA7Yes (true)
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
HEALTHCARE501(C)(3)STANFORD725 WELCH ROAD MC 5553PALO ALTOCA94304770003859CA3Yes (true)
PACIFIC 12 CONFERENCE
EDUCATION501(C)(3)NA1350 TREAT BOULEVARDWALNUT CREEKCA94597941459048CA12A, Ifalse
PACKARD CHILDREN'S HEALTH ALLIANCE
HEALTHCARE501(C)(3)LPCH725 WELCH ROAD MC5551PALO ALTOCA94304320359189CA3Yes (true)
SHR HOLDINGS INC
REAL ESTATE501(C)(25)STANFORD485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063943187167CAN/AYes (true)
STANFORD FACULTY CLUB
FAC INTERACT.501(C)(7)STANFORDPO BOX 7229STANFORDCA94309941187089CAN/AYes (true)
STANFORD FEDERAL CREDIT UNION
CREDIT UNION501(C)(1)STANFORD1860 EMBARCADERO RDPALO ALTOCA94303941492212CAN/AYes (true)
STANFORD HABITAT CONSERVATION BOARD
CONSERVATION501(C)(3)STANFORD415 BROADWAYREDWOOD CITYCA94063461882243CA7Yes (true)
STANFORD HEALTH CARE
HEALTHCARE501(C)(3)STANFORD300 PASTEUR DRIVE MC 5555STANFORDCA94305946174066CA3Yes (true)
STANFORD HEALTH CARE ADVANTAGE
HEALTHCARE501(c)(3)SHC1221 BROADWAY 3RD FLOOROAKLANDCA94612464071746CA12A, IYes (true)
STANFORD PROGRAMME (CAPE TOWN) NPC
WAVERLY BUSINESS PARK BLDG 11CAPE TOWNSFEDUCATIONSF501(C)(3)STANFORDN/AYes (true)
STANFORD UNIVERSITY BOOKSTORE
SUPPORT501(C)(3)STANFORDBLDG 60 MAIN QUAD NO 105STANFORDCA94305940894150CA12A, IYes (true)
SU EMP BEN TRUST POST RETEMPYNT BEN
BENEFITS501(C)(9)STANFORD485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063943246199CAN/AYes (true)
THE DUDLEY E CHAMBERS FOUNDATION
SUPPORT501(C)(3)STANFORDJP MORGAN CHASE PO BOX 3038MILWAUKEEWI53201386841793NY12D, III-OYes (true)
THE FREIDENRICH SUPPORT FOUNDATION
SUPPORT501(C)(3)STANFORD485 BROADWAY MAILCODE 8838REDWOOD CITYCA94063300519583CA12A, IYes (true)
THE HONG KONGSU CHARITABLE TRUST
1401 CAROLINE CENTER 28 PING ROADCAUSEWAYHKSUPPORTHK501(C)(3)STANFORD986078093N/AYes (true)
THE STANFORD TRUST
65 HIGH STREETOXFORDUKSUPPORTUK501(C)(3)STANFORDN/AYes (true)OX1 46L
UNIVERSITY HEALTHCARE ALLIANCE
HEALTHCARE501(C)(3)SHC7999 GATEWAY BLVD STE 300NEWARKCA94560943192446CA3Yes (true)
VALLEYCARE MEDICAL FOUNDATION INC
SR. FACILITY501(C)(3)HOSP CMTE LP1111 E STANLEY BLVDLIVERMORECA94550262593526CAPFYes (true)
VALLEYCARE SENIOR HOUSING
SR. FACILITY501(C)(3)HOSP CMTE LP1111 E STANLEY BLVDLIVERMORECA94550943382224CA12A, IYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (39 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 CountryLegalDomicileForeignCountryCd
ADOM PARTNERS LP
1350 6TH AVE 1610NEW YORKNY10019813083288INVESTMENTSDESTANFORDEXCLUDED-$4,572,755$271,939,309false$0false0.97549
ALBUS SELECT FUND LP
750 MENLO AVE 380MENLO PARKCA94025812064357INVESTMENTSDESTANFORDEXCLUDED-$89,183,413$25,193,592false$0false0.99711
ARCOLA VENTURE LLC
635 KNIGHT WAYSTANFORDCA94305371689632RE DEVELOPMENTDESTANFORDUNRELATED-$4,650,789$62,703,020Yes (true)-$4,650,789false0.80000
CANARY SC FUND LP
399 PARK AVENEW YORKNY10022475662144INVESTMENTSDESTANFORDEXCLUDED$11,950,149$90,046,695false-$412,729false0.99611
CANARY SC MASTER FUND LP
981267847INVESTMENTSCANARY SC FUNDN/Afalse89 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY1-9009CJ
CARLSBAD CO-INVEST LP
40 BEECHWOOD RDSUMMITNJ07901471702425INVESTMENTSDESTANFORDUNRELATED-$1,056,149$7,769,380false-$1,056,151false0.63694
CHP GTS BLOCKER HOLDINGS A LP
888 BOYLSTON STREETBOSTONMA02199830881152INVESTMENTSDESTANFORDEXCLUDED$0$8,200,681false$0false0.59592
CYPRESS MARINA HEIGHTS LLC
635 KNIGHT WAYSTANFORDCA94305954887979INVESTMENTSCACYPRESS MARINAN/Afalse
DGD INVESTMENT LP
635 KNIGHT WAYSTANFORDCA94305INVESTMENTSSTANFORDEXCLUDED$0$75,021,939false$0false1.00000CJ
ER-S JV LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068077INVESTMENTSDESTANFORDEXCLUDED$348$72,489,360false$0false1.00000
ER-S REIT LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068725INVESTMENTSDEER-S JV LLCN/Afalse
ER-S INVESTOR LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068357INVESTMENTSDEER-S REIT LLCN/Afalse
ER PROPERTIES FUND LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834260396INVESTMENTSDEER-S INVESTOR LN/Afalse
EZP OPPORTUNITY LP
160 BOVET RD STE 300SAN MATEOCA94402814562962INVESTMENTSDESTANFORDEXCLUDED$0$3,986,542false$0false0.99071
FORTRESS IW COINVESTMENT (FUND B) LP
1345 AVE OF THE AMERICASNEW YORKNY10105980509639INVESTMENTSSTANFORDEXCLUDED$0$513,214false$0false0.71641CJ
FOUR CROSSINGS INSTITUTIONAL PARTNERS V
ONE MARITIME PLAZA 200SAN FRANCISCOCA94111814323705INVESTMENTSDESTANFORDEXCLUDED$27,614,038$719,018,593false$0false0.94432
FOXLANE LP
550 E WATER ST 888CHARLOTTESVILLEVA22902813314647INVESTMENTSDESTANFORDEXCLUDED$121,794,404$683,567,251false$0false0.97554
HHBG-II INVESTMENT LP
INVESTMENTSHHBG SF LIMITEDN/Afalse89 NEXUS WAY CAMANA BAY PO BOX 31GRAND CAYMANCJCJ
KEB INVESTORS II LP
INVESTMENTSSTANFORDEXCLUDED$883-$258,313false$0false0.63820WASHINGTON MALL STE 304 7 REID STHAMILTONBDHM 11BD
LSF V DHB HOLDINGS LP
2711 N HASKELL AVE 1700DALLASTX75204272858604INVESTMENTSDESTANFORDEXCLUDED$0$0false$0false0.61875
NGP CENTENNIAL FOLLOW-ON LLC
2850 N HARWOOD STREET 19TH FLOORDALLASTX75201611758772INVESTMENTSDESTANFORDEXCLUDED-$2,262,432$0false-$125,193false0.64935
OLIFANT FUND LTD
635 KNIGHT WAYSTANFORDCA94305980404442INVESTMENTSSBFF LTDN/A$158,514,466$4,300,588,761falseCJ
ONCOLOGY SOLUTIONS VENTURE LLC
300 PASTEUR DRIVESTANFORDCA94304863250041HEALTHCARECASHCN/Afalse$0false0.60000
OUTLAWS CASINO LTD
415 BROADWAYREDWOOD CITYCA94063841457498HOLDING COMPANYCOHP OUTLAWS LLCN/Afalse
PALO ALTO LP
981126622INVESTMENTSSTANFORDEXCLUDED-$4,837,163$13,797,144false$0false0.9344313 CASTLE STREETST HELIERJEJE
SANDOVAL LP
4640 ADMIRALTY WAY 5TH FLMARINA DEL REYCA90292371873346INVESTMENTSDESTANFORDEXCLUDED-$66,188,653$82,966,425false$0false0.99442
SANDPIPER FUND LP
2000 MCKINNEY AVE STE 2125DALLASTX75201260341626INVESTMENTTXSTANFORDEXCLUDED$69,005$10,890,195false$0false0.83253
SAROFIM MULTIFAMILY PARTNERS LP
2525 MCKINNON STREET STE 530DALLASTX75201201929002RE DEVELOPMENTTXSTANFORDEXCLUDED-$12,256$7,134,763false$0false0.63750
SCP REAL ASSETS FUND (A) LP
2498 SAND HILL RDMENLO PARKCA94025203949682INVESTMENTSDESTANFORDEXCLUDED-$622,217$5,186,953false-$29,197false0.62732
SEQUOIA MFM OPERATING COMPANY LLC
770 WELCH ROAD LPCHPALO ALTOCA94304475060529MFM PROGRAMCALPCHN/Afalse
SP SMC PARTNERS LLC
PO BOX 5377NEW YORKNY10185473103791INVESTMENTSDESTANFORDEXCLUDED-$607,321$90,735,100false-$229,103false0.99900
STANFORD EMANUEL RADIATION ONCOLOGY CENT
825 DELBON AVTURLOCKCA95382208885091RADIOLOGYCASHCN/Afalse
STANFORD PET-CT LLC
300 PASTEUR DRSTANFORDCA94305611423414MED. DIAGNOSTICCASTANFORDRELATED$11,785,276$12,252,182false$0false0.50000
STANFORD-STARTX FUND LLC
485 BROADWAYREDWOOD CITYCA94063464297719INVESTMENTSDESTANFORDEXCLUDED$36,743,130$95,651,238false-$5,807Yes (true)0.66660
SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL RDPALO ALTOCA94304263934706HOLDING COMPANYDESHCN/Afalse
TESSERA IONIC LP
PO BOX 194170SAN FRANCISCOCA94119830896257INVESTMENTSDESTANFORDEXCLUDED-$47,607,212$419,953,621false$0false0.99754
VEDA INVESTORS FUND LP
ONE FAWCETT PLGREENWICHCT06830811810345INVESTMENTSDESTANFORDEXCLUDED-$8,399,232$480,601,529false$0false1.00000
VERMILION PEAK MASTER FUND
635 KNIGHT WAYSTANFORDCA94305981327671INVESTMENTSDEVERMILION PEAKN/Afalse
WREP III A LP (FKA WOLFF REAL ESTATE
6710 E CAMELBACK RD 100SCOTTSDALEAZ85251474780701INVESTMENTSDESTANFORDEXCLUDED-$3,450,116$97,767,969false$959,113false0.92166

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdShare Of Total IncomeShareOfTotalIncomeAmt
THE ADM MACULUS FUND III LP
4/FL WILLOW HOUSE CRICKET SQUAREGRAND CAYMANCJKY1-9010980508924INVESTMENTSCJSTANFORDC CORP$694,9940.58280Yes (true)
BREP VII AlBERTA FDR (OFFSHORE) TE7 LP
981066351INVESTMENTSSTANFORDC CORP$1,431,2960.51720Yes (true)345 PARK AVENUENEW YORKNY10154CA$0
BREP VII AlBERTA FDR (OFFSHORE) TE7-NQ
981066355INVESTMENTSSTANFORDC CORP$7,309,7810.51720Yes (true)345 PARK AVENUENEW YORKNY10154CA$109,979
CANARY SC FUND LTD
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009981268195INVESTMENTSCJSTANFORDC CORP$337,190,1130.99730Yes (true)$0
CLAT (15)
CHARITABLE TRSTANFORDTRUSTCA
CLUT (2)
CHARITABLE TRSTANFORDTRUSTCA
CRT (556)
CHARITABLE TRSTANFORDTRUSTCA
EAST SAIL
C/O INTL FS INC IFS COURTTWENTYEIGHT CYBERCITY EBENEMPINVESTMENTSMPSTANFORDC CORP$1271.00000Yes (true)$0
GAVEA INVESTMENT FUND II-C LP
100 KING STREET WEST SUITE 6000TORONTOCAM5X 1E2980537952INVESTMENTSCASTANFORDC CORP$417,0210.53190Yes (true)$3,471,925
HHBG SF Limited
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-1205REAL ESTATECJSTANFORDC CORP$321,981,1641.00000Yes (true)$3,938,061
KAIZEN FUND
2ND FL MIDTOWN PLAZA PO BOX 448GRAND CAYMANCJKY1-1106INVESTMENTSCJSTANFORDC CORP$1,311,365,1151.00000Yes (true)$37,357,698
LS ALBERTA III LP
C/O LASALLE INV MGMT ONE CURZON STLONDONUKW1J 5HD980493425INVESTMENTSUKSTANFORDC CORP$449,5521.00000Yes (true)$0
OTHER (5)
CHARITABLE TRSTANFORDTRUSTCA
PIF (2)
CHARITABLE TRSTANFORDTRUSTCA
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
981235268INVESTMENTSCJSTANFORDC CORP$22,721,4471.00000Yes (true)57 E WASHINGTON STREETCHAGRIN FALLSOH44022$0
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
900897686INSURANCEUHAC CORPYes (true)201 MERCHANT STREET SUITE 2400HONOLULUHI96813HI
SBFF LTD
SUITE 5B201 2ND FL ONE NEXUS WAYGRAND CAYMANCJKY1-1108INVESTMENTSCJSTANFORDC CORP$1,461,366,1421.00000Yes (true)$92,155,841
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
5275TH FLBLDG CACADEMY SOUTH RDBEIJINGCHEDUCATIONCHSU GLOBAL LLCC CORP$1,763,858Yes (true)$1,829,341
STANFORD IN JAPAN GODO KAISHA
DOSHISHA UNIVERSITY MEITOKUKAN-NAIKYOTOSHIJAEDUCATIONJASU GLOBAL LLCC CORP$3,354,594Yes (true)$533,524
STANFORD INDIA PVT LTD
333 3RD FLOOR DEVIKA TOWER 6 NEHDELHIINEDUCATIONINSU GLOBAL LLCC CORP$893,870Yes (true)$858,014
STANFORD MEDICINE INTL (HONG KONG) CO LT
833 CHEUNG SHA WAN ROADKOWLOONHKPATIENT SRVCHKSHCC CORPYes (true)
STANFORD SGGS EUROPE INC
UGLAND HOUSE S CHURCH ST PO BOX 3GEORGE TOWNCJ131684331INVESTMENTSCJSTANFORDC CORP$25,6561.00000Yes (true)$0
STANFORD UNIV MED NETWORK RISK AUTHORITY
461132002RISK MGMT CONSUMIT HLDG INTC CORPYes (true)1400 PAGE MILL RD MSC 5713PALO ALTOCA94304CA
THE RUBRUM FUND
7 CLIFFORD STREETLONDONUKW1S 2FTINVESTMENTSUKSTANFORDC CORP$593,951,7131.00000Yes (true)$67,986,197
TVC MATSU FUND
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009INVESTMENTSCJSTANFORDC CORP$51,080,8901.00000Yes (true)$2,179,687
VERMILION PEAK FUND
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104981333885INVESTMENTSCJSTANFORDC CORP$31,474,6331.00000Yes (true)$0
WOODBOURNE CANADA PARTNERS II - CAYMAN
190 ELGIN AVENUEGRAND CAYMANCJGRAND CAYMAN980705321INVESTMENTSCJSTANFORDC CORP$101,498,2560.60000Yes (true)$4,959,548
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 (49 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALBUS SELECT FUND LP
S$49,419,205BANK RECORDS
ARCOLA VENTURE LLC
B$628,931BANK RECORDS
ARCOLA VENTURE LLC
S$6,400,000BANK RECORDS
CANARY SC FUND LTD
B$40,000,000BANK RECORDS
CARLSBAD CO-INVEST LP
B$141,306BANK RECORDS
ER-S JV LLC
B$68,272,529BANK RECORDS
ER-S JV LLC
S$4,084,788BANK RECORDS
LSF V DHB HOLDINGS LP
S$10,734,768BANK RECORDS
PALO ALTO LP
S$630,000BANK RECORDS
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
B$162,500BANK RECORDS
SANDOVAL LP
S$71,332,791BANK RECORDS
SAROFIM MULTIFAMILY PARTNERS LP
S$191,250BANK RECORDS
SBFF LTD
B$100,000,000BANK RECORDS
SCP REAL ASSETS FUND (A) LP
S$165,772BANK RECORDS
SP SMC PARTNERS LLC
B$1,511,831BANK RECORDS
SP SMC PARTNERS LLC
S$6,011,831BANK RECORDS
STANFORD SGGS EUROPE INC
S$264,950BANK RECORDS
TESSERA IONIC LP
S$50,000,000BANK RECORDS
THE RUBRUM FUND
B$35,274,000BANK RECORDS
TVC MATSU FUND
B$89,849,419BANK RECORDS
WREP III A LP (FKA WOLFF REAL ESTATE PAR
B$1,048,418BANK RECORDS
WREP III A LP (FKA WOLFF REAL ESTATE PAR
S$23,963,937BANK RECORDS
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
L$375,550,860BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
M$4,319,790BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
N$3,062,693BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
S$47,997,390BOOK
STANFORD HEALTH CARE
L$1,019,047,756BOOK
STANFORD HEALTH CARE
M$80,826,136BOOK
STANFORD HEALTH CARE
N$10,069,792BOOK
STANFORD HEALTH CARE
R$3,228,085BOOK
STANFORD HEALTH CARE
S$102,254,150BOOK
PACKARD CHILDREN'S HEALTH ALLIANCE
L$199,108BOOK
STANFORD PET-CT LLC
L$2,404,604BOOK
STANFORD PET-CT LLC
S$12,577,240BOOK
SHR HOLDINGS INC
C$24,623,305BOOK
SHR HOLDINGS INC
Q$2,628,768BOOK
STANFORD (BEIJING) CONSULTING CO LTD (WFOE)
M$1,824,641BOOK
STANFORD EMANUEL RAD ONCOLOGY CENTER
L$634,964BOOK
STANFORD FACULTY CLUB
Q$94,713BOOK
STANFORD FEDERAL CREDIT UNION
A$310,501BOOK
STANFORD FEDERAL CREDIT UNION
L$1,541,197BOOK
STANFORD IN JAPAN GODO KAISHA
M$533,524BOOK
STANFORD INDIA PVT LTD
M$765,676BOOK
STANFORD PROGRAMME(CAPE TOWN) NPC
B$878,319BOOK
STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST
R$10,722,604BOOK
THE DUDLEY E CHAMBERS FOUNDATION
C$2,393,141BOOK
THE HONG KONGSTANFORD UNIVERSITY CHARITABLE
C$7,223,035BOOK
THE STANFORD TRUST
C$597,967BOOK
VERMILION PEAK
S$24,202,334BOOK

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART IV, LINE (5)CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (6)CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (7)CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (6)OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (7)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 2021.