THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201801979349301170
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T18:01:30-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOARD OF TRUSTEES OF THE LELAND STANFORD | BusinessNameLine1Txt |
| Business Name Line2 | JUNIOR UNIVERSITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER CANELLOS | InCareOfNm |
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 6507251732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3145 PORTER DRIVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M SUZANNE CALANDRA | PersonNm |
| Person Title | SAVP FOR FINANCE | PersonTitleTxt |
| Phone | 6507251732 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert W Friz | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stanford University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marc Tessier-Lavigne | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Building 10 | AddressLine1Txt |
| City | Stanford | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,652,679,687 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STANFORD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 37510 | TotalEmployeeCnt |
| Total Volunteers | 11000 | TotalVolunteersCnt |
| Total Gross UBI | $28,747,451 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$38,642,092 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,586,183,439 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,355,413,071 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,467,896,699 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,718,965,964 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,783,116,021 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,113,341,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $128,760,418 | PYOtherRevenueAmt |
| CY Other Revenue | $154,001,349 | CYOtherRevenueAmt |
| PY Total Revenue | $6,965,956,577 | PYTotalRevenueAmt |
| CY Total Revenue | $7,341,722,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $437,702,989 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $461,687,755 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,090,199,894 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,300,121,531 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $831,080 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $176,476 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,885,007 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,751,935,294 | PYOtherExpensesAmt |
| CY Other Expenses | $2,035,405,437 | CYOtherExpensesAmt |
| PY Total Expenses | $5,280,669,257 | PYTotalExpensesAmt |
| CY Total Expenses | $5,797,391,199 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,685,287,320 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,544,331,055 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,767,407,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,954,221,978 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,048,228,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,263,002,538 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,719,178,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,691,219,440 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,839,111,869 | ExpenseAmt |
| Grant | $36,296,446 | GrantAmt |
| Revenue | $850,815,834 | RevenueAmt |
| Desc | INSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,149,556,817 | ExpenseAmt |
| Grant | $24,436,641 | GrantAmt |
| Revenue | $197,324,390 | RevenueAmt |
| Desc | ORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B EXCLUDES $1,298,875,674 IN GOVERNMENT RESEARCH SUPPORT, WHICH IS REPORTED AS CONTRIBUTION REVENUE ON LINE 1E. CONT'D SCH O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,113,052,759 | ExpenseAmt |
| Grant | $778,122 | GrantAmt |
| Revenue | $1,209,885,393 | RevenueAmt |
| Desc | UNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,002,281,693 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $400,176,546 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $460,940,347 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,104,003,138 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 28753 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 37510 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CANELLOS | PersonNm |
| Phone | 6507251732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3145 PORTER DRIVE | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARC TESSIER-LAVIGNE | ||||||||||
| PRES/TRUSTEE, APPOINTED 9/1/16 | 50.0 | 0.0 | Yes (X) | Yes (X) | $357,632 | $0 | $266,731 | |||
| FRED W ALVAREZ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY T BARRA | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M BASS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BROOK H BYERS | ||||||||||
| TRUSTEE, THROUGH 5/31/2017 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRET E COMOLLI | ||||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROANN COSTIN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES G COULTER | ||||||||||
| TRUSTEE, THROUGH 1/31/17 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DIPANJAN DJ DEB | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN A DENNING | ||||||||||
| TRUSTEE, THROUGH 6/30/17 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY A FERNANDEZ | ||||||||||
| TRUSTEE, APPOINTED 10/1/16 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANGELA S FILO | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SAKURAKO D FISHER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY A GEIER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A GUNN | ||||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| GAIL B HARRIS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE U HAZY | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD B JOHNSON | ||||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LATONIA G KARR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD LIAUTAUD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTY O MACLEAR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN R MCCAW | ||||||||||
| TRUSTEE, THROUGH 5/31/17 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LLOYD M METZ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HAMID R MOGHADAM | ||||||||||
| TRUSTEE, THROUGH 11/30/16 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH E OLIVIER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARRIE W PENNER | ||||||||||
| TRUSTEE, APPOINTED 6/1/17 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RUTH M PORAT | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENE POWELL JOBS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY S RAIKES | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MINDY B ROGERS | ||||||||||
| TRUSTEE | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| VICTORIA B ROGERS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAVITARK RAM SHRIRAM | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD P SPOGLI | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SRINIJA SRINIVASAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ISAAC STEIN | ||||||||||
| TRUSTEE, THROUGH 9/30/16 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS F STEYER | ||||||||||
| TRUSTEE, THROUGH 1/31/17 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GENE SYKES | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VAUGHN C WILLIAMS | ||||||||||
| TRUSTEE | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ETCHEMENDY | ||||||||||
| PROVOST, THROUGH 1/31/17 | 50.0 | 0.0 | Yes (X) | $733,882 | $0 | $211,961 | ||||
| RANDALL LIVINGSTON | ||||||||||
| VP BUS AFFAIRS/CFO | 50.0 | 0.0 | Yes (X) | $632,810 | $0 | $218,205 | ||||
| MARTIN SHELL | ||||||||||
| VP DEVELOPMENT | 50.0 | 0.0 | Yes (X) | $806,390 | $0 | $74,785 | ||||
| DEBRA ZUMWALT | ||||||||||
| VP GENERAL COUNSEL | 50.0 | 0.0 | Yes (X) | $658,035 | $0 | $73,546 | ||||
| ROBERT C REIDY | ||||||||||
| VP LAND, BUILDINGS & REAL EST | 50.0 | 0.0 | Yes (X) | $1,510,407 | $0 | $183,344 | ||||
| DAVID DEMAREST | ||||||||||
| VP PUBLIC AFFAIRS | 50.0 | 0.0 | Yes (X) | $460,448 | $0 | $104,535 | ||||
| HOWARD WOLF | ||||||||||
| PRES. OF STANFORD ALUM. ASSOC. | 50.0 | 0.0 | Yes (X) | $472,131 | $0 | $59,846 | ||||
| WILLIAM MADIA | ||||||||||
| VP SLAC NAL | 38.0 | 0.0 | Yes (X) | $486,127 | $0 | $27,859 | ||||
| ELIZABETH ZACHARIAS | ||||||||||
| VP HUMAN RESOURCES | 50.0 | 0.0 | Yes (X) | $450,173 | $0 | $55,507 | ||||
| PERSIS DRELL | ||||||||||
| PROVOST, APPOINTED 2/1/17 | 50.0 | 0.0 | Yes (X) | $511,521 | $0 | $81,268 | ||||
| LISA LAPIN | ||||||||||
| VP COMMUN., APPOINTED 11/21/16 | 50.0 | 0.0 | Yes (X) | $338,417 | $0 | $67,920 | ||||
| HARRY ELAM | ||||||||||
| VP ARTS, APPOINTED 2/1/17 | 50.0 | 0.0 | Yes (X) | $444,068 | $0 | $14,723 | ||||
| LLOYD B MINOR | ||||||||||
| DEAN, SCHOOL OF MEDICINE | 50.0 | 7.0 | $1,767,429 | $0 | $370,942 | Yes (X) | ||||
| ROBERT F WALLACE | ||||||||||
| CHIEF EXECUTIVE OFFICER, SMC | 50.0 | 0.0 | $3,307,848 | $0 | $209,861 | Yes (X) | ||||
| YIPING WOO | ||||||||||
| PROF. & CHAIR, CARDIO SURGERY | 50.0 | 0.0 | $2,110,952 | $0 | $70,170 | Yes (X) | ||||
| DAVID SHAW | ||||||||||
| DIRECTOR OF FOOTBALL | 50.0 | 0.0 | $3,740,329 | $0 | $571,214 | Yes (X) | ||||
| FRANK HANLEY | ||||||||||
| CHIEF, PED CARDIOTHORACIC | 50.0 | 0.0 | $1,907,552 | $0 | $47,266 | Yes (X) | ||||
| JOHNNY DAWKINS | ||||||||||
| HEAD COACH, THROUGH 3/15/16 | 50.0 | 0.0 | $4,364,122 | $0 | $55,470 | Yes (X) | ||||
| GREG MILANI | ||||||||||
| SR. MANAGING DIRECTOR, SMC | 50.0 | 0.0 | $1,907,165 | $0 | $27,606 | Yes (X) | ||||
| JOHN HENNESSY | ||||||||||
| PRES/TRUSTEE, THROUGH 8/31/16 | 50.0 | 0.0 | $1,077,170 | $0 | $135,104 | Yes (X) | ||||
| RICHARD SALLER | ||||||||||
| DEAN, SCHOOL OF HUM & SCIENCES | 50.0 | 0.0 | $621,410 | $0 | $58,392 | Yes (X) | ||||
| PHILIP A PIZZO | ||||||||||
| PROF & FORMER DEAN, SCH OF MED | 50.0 | 2.0 | $552,404 | $0 | $33,343 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $29,218,422 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,019,598 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7083 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DR | MILPITAS | CA | 95035 | CONSTRUCTION | $101,750,511 |
| VANCE BROWN INC | |||||
| 3197 PARK BLVD | PALO ALTO | CA | 94306 | CONSTRUCTION | $88,027,611 |
| THE WHITING-TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 212971596 | CONSTRUCTION | $43,534,717 |
| HATHAWAY DINWIDDIE CONSTRUCTION COM | |||||
| 275 BATTERY ST STE 300 | SAN FRANCISCO | CA | 94111 | CONSTRUCTION | $39,182,741 |
| THE CORE GROUP | |||||
| 890 N MCCARTHY BLVD STE 100 | MILPITAS | CA | 95035 | CONSTRUCTION | $30,785,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 798 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $1,988,757 | FundraisingAmt |
| Government Grants | $1,298,875,674 | GovernmentGrantsAmt |
| All Other Contributions | $1,054,548,640 | AllOtherContributionsAmt |
| Noncash Contributions | $273,097,753 | NoncashContributionsAmt |
| Total Contributions | $2,355,413,071 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT INCOME | 900099 | $904,664,714 | $904,664,714 | |
| GOVT.& NON GOVT.CONTRACT | 900099 | $197,324,390 | $197,324,390 | |
| PATIENT CARE | 900099 | $1,023,320,287 | $1,023,320,287 | |
| SPECIAL PROGRAMS | 900099 | $592,951,680 | $592,951,680 | |
| DRIVING RANGE | 713910 | $347,396 | $347,396 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,497 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $357,497 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,718,965,964 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,982,825 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,407,374 | UnrelatedBusinessRevenueAmt |
| Exclusion | $209,575,451 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,414,975 | TotalRevenueColumnAmt |
| Exclusion | $1,414,975 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,571,279 | TotalRevenueColumnAmt |
| Exclusion | $5,571,279 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,711,459 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,113,694 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $146,597,765 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,597,765 | TotalRevenueColumnAmt |
| Exclusion | $146,597,765 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,151,570,544 | SecuritiesAmt |
| Other | $12,825,438 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,278,479,518 | SecuritiesAmt |
| Other | $10,972,394 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,873,091,026 | SecuritiesAmt |
| Other | $1,853,044 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,874,944,070 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $635,184 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,874,308,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,225 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,988,757 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $687,979 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$610,754 | TotalRevenueColumnAmt |
| Exclusion | -$610,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,146,907 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,703,848 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,443,059 | TotalRevenueColumnAmt |
| Exclusion | $2,443,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,341,722,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,718,261,071 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28,747,451 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,239,300,661 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,972,910 | TotalAmt |
| Program Services | $8,972,910 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,363,276 | TotalAmt |
| Program Services | $445,363,276 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,351,569 | TotalAmt |
| Program Services | $7,351,569 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,610,341 | TotalAmt |
| Program Services | $3,713,619 | ProgramServicesAmt |
| Management And General | $6,047,895 | ManagementAndGeneralAmt |
| Fundraising | $848,827 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587,941 | TotalAmt |
| Program Services | $1,656,282 | ProgramServicesAmt |
| Fundraising | $931,659 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,897,649 | TotalAmt |
| Program Services | $2,397,639,539 | ProgramServicesAmt |
| Management And General | $179,652,345 | ManagementAndGeneralAmt |
| Fundraising | $57,605,765 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,626,751 | TotalAmt |
| Program Services | $145,828,256 | ProgramServicesAmt |
| Management And General | $19,187,020 | ManagementAndGeneralAmt |
| Fundraising | $4,611,475 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,409,564 | TotalAmt |
| Program Services | $290,747,372 | ProgramServicesAmt |
| Management And General | $38,443,161 | ManagementAndGeneralAmt |
| Fundraising | $9,219,031 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,989,285 | TotalAmt |
| Program Services | $123,581,564 | ProgramServicesAmt |
| Management And General | $16,471,867 | ManagementAndGeneralAmt |
| Fundraising | $3,935,854 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,096,436 | TotalAmt |
| Program Services | $2,993,591 | ProgramServicesAmt |
| Management And General | $102,391 | ManagementAndGeneralAmt |
| Fundraising | $454 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,010,084 | TotalAmt |
| Program Services | $1,952,368 | ProgramServicesAmt |
| Management And General | $12,005,701 | ManagementAndGeneralAmt |
| Fundraising | $52,015 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,942 | TotalAmt |
| Program Services | $261,569 | ProgramServicesAmt |
| Management And General | $1,152,992 | ManagementAndGeneralAmt |
| Fundraising | $381 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,275 | TotalAmt |
| Program Services | $829 | ProgramServicesAmt |
| Management And General | $64,421 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,476 | TotalAmt |
| Fundraising | $176,476 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,334,561 | TotalAmt |
| Management And General | $66,334,561 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,297,482 | TotalAmt |
| Program Services | $206,592,714 | ProgramServicesAmt |
| Management And General | $39,903,447 | ManagementAndGeneralAmt |
| Fundraising | $8,801,321 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,753,349 | TotalAmt |
| Program Services | $7,646,321 | ProgramServicesAmt |
| Management And General | $66,565 | ManagementAndGeneralAmt |
| Fundraising | $40,463 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,919,763 | TotalAmt |
| Program Services | $242,557,007 | ProgramServicesAmt |
| Management And General | $15,082,960 | ManagementAndGeneralAmt |
| Fundraising | $7,279,796 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,027,055 | TotalAmt |
| Program Services | $18,047,161 | ProgramServicesAmt |
| Management And General | $13,304,793 | ManagementAndGeneralAmt |
| Fundraising | $675,101 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,424,886 | TotalAmt |
| Program Services | $5,040,113 | ProgramServicesAmt |
| Management And General | $4,374,922 | ManagementAndGeneralAmt |
| Fundraising | $9,851 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,804,390 | TotalAmt |
| Program Services | $185,245,957 | ProgramServicesAmt |
| Management And General | $22,919,802 | ManagementAndGeneralAmt |
| Fundraising | $2,638,631 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,824,996 | TotalAmt |
| Program Services | $79,617,934 | ProgramServicesAmt |
| Management And General | $3,532,375 | ManagementAndGeneralAmt |
| Fundraising | $2,674,687 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,400 | TotalAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,547,458 | TotalAmt |
| Program Services | $15,796,104 | ProgramServicesAmt |
| Management And General | $1,561,123 | ManagementAndGeneralAmt |
| Fundraising | $190,231 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,871,742 | TotalAmt |
| Program Services | $102,353,241 | ProgramServicesAmt |
| Management And General | $8,766,347 | ManagementAndGeneralAmt |
| Fundraising | $752,154 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,856,977 | TotalAmt |
| Program Services | $310,990,675 | ProgramServicesAmt |
| Management And General | $50,712,971 | ManagementAndGeneralAmt |
| Fundraising | $3,153,331 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,162,816 | TotalAmt |
| Program Services | $4,997,828 | ProgramServicesAmt |
| Management And General | $14,117,191 | ManagementAndGeneralAmt |
| Fundraising | $47,797 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENT & MAINTENANCE | $30,458,755 | $27,102,152 | $3,004,158 | $352,445 |
| PRINTING & PUBLICATION | $11,594,492 | $8,774,549 | $1,282,674 | $1,537,269 |
| SLAC NON-SALARY EXPENSE | $343,020,891 | $342,866,537 | $150,627 | $3,727 |
| RESEARCH SUBAWARDS | $79,187,482 | $79,187,482 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,729,205 | TotalAmt |
| Program Services | $37,124,619 | ProgramServicesAmt |
| Management And General | $66,258,345 | ManagementAndGeneralAmt |
| Fundraising | $3,346,241 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,797,391,199 | TotalAmt |
| Program Services | $5,104,003,138 | ProgramServicesAmt |
| Management And General | $584,503,054 | ManagementAndGeneralAmt |
| Fundraising | $108,885,007 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,633 | BOYAmt |
| EOY | $172,009 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,003,658 | BOYAmt |
| EOY | $260,201,276 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,508,164 | BOYAmt |
| EOY | $1,356,535,154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,660,972 | BOYAmt |
| EOY | $377,500,511 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,582,281 | BOYAmt |
| EOY | $17,905,504 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,993,220 | BOYAmt |
| EOY | $730,545,526 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,829,672 | BOYAmt |
| EOY | $4,798,391 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,212,900 | BOYAmt |
| EOY | $91,412,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,130,015,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,506,732,221 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,168,719,865 | BOYAmt |
| EOY | $5,623,282,872 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,069,872,772 | BOYAmt |
| EOY | $8,106,228,459 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,331,803,536 | BOYAmt |
| EOY | $25,385,640,256 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,767,407,673 | BOYAmt |
| EOY | $41,954,221,978 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,325,053 | BOYAmt |
| EOY | $1,441,881,812 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,377,717 | BOYAmt |
| EOY | $871,728,972 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,587,663,000 | BOYAmt |
| EOY | $1,578,888,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,953,754 | BOYAmt |
| EOY | $2,375,252,595 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,909,299 | BOYAmt |
| EOY | $995,251,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,228,823 | BOYAmt |
| EOY | $7,263,002,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,255,820,069 | BOYAmt |
| EOY | $19,072,618,784 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,394,744,692 | BOYAmt |
| EOY | $8,273,483,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,068,614,089 | BOYAmt |
| EOY | $7,345,116,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,719,178,850 | BOYAmt |
| EOY | $34,691,219,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,767,407,673 | BOYAmt |
| EOY | $41,954,221,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,544,331,055 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,490,333,608 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$62,624,073 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,719,795,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,821,722,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,969,404,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,586,183,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,355,413,071 | CurrentTaxYearAmt |
| Total | $10,452,518,613 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,719,795,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,821,722,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,969,404,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,586,183,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,355,413,071 | CurrentTaxYearAmt |
| Total | $10,452,518,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $91,738,545 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,360,780,068 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,521,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,602,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $402,534,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $402,534,773 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $409,680,538 | CurrentTaxYearAmt |
| Total | $2,093,874,212 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,341,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,041,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,316,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,299,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,224,132 | CurrentTaxYearAmt |
| Total | $24,224,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,570,617,073 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,763,247,074 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82421 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $486 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $119,122 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $73,907 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $507,179 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $69,329 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $13,012 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $783,035 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B - LOBBYING ACTIVITY EXPLANATION | FormAndLineReferenceDesc |
| Explanation | AN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES INVOLVED LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION OR OF COMPELLING IMPORTANCE TO STANFORD IN PARTICULAR. INSTITUTIONAL EFFORTS WITH REGARD TO LEGISLATION AND REGULATION ARE DIRECTED BY THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS. DURING FISCAL YEAR 2017, THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS CONSISTED OF SIX PROFESSIONAL STAFF MEMBERS AND TWO SUPPORT STAFF. THE UNIVERSITY DOES NOT HAVE A LOBBYING OFFICE IN EITHER WASHINGTON, DC OR SACRAMENTO, CA. DURING THIS PERIOD, THE UNIVERSITY HIRED ONE OUTSIDE REGISTERED LOBBYIST IN SACRAMENTO FOR PART-TIME WORK ON STATE ISSUES. ACTIVITIES OF GOVERNMENT AND COMMUNITY RELATIONS 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 2017, LEGISLATIVE, EXECUTIVE AND LOCAL REGULATORY ISSUES HANDLED BY THE UNIVERSITY INCLUDED THE FOLLOWING: LOCAL ISSUES: ZONING AND LAND USES RELATED TO PROPERTY OWNED BY THE UNIVERSITY AND CONTIGUOUS TO THE UNIVERSITY'S ACADEMIC CAMPUS. STATE ISSUES: CAMPUS SEXUAL ASSAULT AND STUDENT SAFETY; COLLEGE ATHLETE PROTECTION ACT: PEACE OFFICERS AT PRIVATE UNIVERSITIES; LOCAL LAWS ENFORCEMENT CONTRACTS; TRANSPORTATION AND HOUSING ISSUES. FEDERAL ISSUES: STUDENT AID AND EDUCATION AND RESEARCH POLICY ISSUES, TAXATION; REIMBURSEMENT OF FEDERAL RESEARCH COSTS; FUNDING LEVELS OF RESEARCH (E.G. NIH, DOE, NASA, DOD, NSF, NEH); FUNDING FOR THE SLAC NATIONAL ACCELERATOR LABORATORY; HEALTH CARE; RESEARCH POLICY; INTELLECTUAL PROPERTY, AND IMMIGRATION POLICY. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS WAS $1,949,587 AND INCLUDES SALARY AND BENEFITS FOR SIX PROFESSIONALS AND OTHER COMPENSATION SOME FUNDED BY THE PUBLIC AFFAIRS AND THE PRESIDENT AND PROVOST OFFICE BUDGETS. THE ESTIMATED TOTAL EXPENSES IN LOBBYING, INCLUDING DIRECT PREPARATION TIME BY GOVERNMENT AND COMMUNITY RELATIONS 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 $484,428 GENERAL OFFICE OVERHEAD $199,492 PAID CONSULTANT, COALITION DUES $67,050 DUES TO MEMBER ORGANIZATIONS $9,697 TRAVEL $22,368 TOTAL $783,035 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 GOVERNMENT AND COMMUNITY RELATIONS OFFICE 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 $10,203. NEITHER STANFORD, NOR ANY TRUSTEE OR OFFICER OF STANFORD, ENGAGED IN THE ACTIVITY CONDUCTED BY THE INVESTMENT PARTNERSHIPS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 59 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 51 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $69,454,673 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $6,870,995 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $27,652,761 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $29,871,285 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $516,784,135 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $83,957,045 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,398,130,000 | BeginningYearBalanceAmt |
| Contributions | $694,190,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,859,022,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $268,228,571 | GrantsOrScholarshipsAmt |
| Other Expenditures | $898,170,429 | OtherExpendituresAmt |
| End Year Balance | $24,784,943,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,222,957,000 | BeginningYearBalanceAmt |
| Contributions | $376,827,000 | ContributionsAmt |
| Investment Earnings Or Losses | $930,451,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $257,975,598 | GrantsOrScholarshipsAmt |
| Other Expenditures | $874,129,402 | OtherExpendituresAmt |
| End Year Balance | $22,398,130,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,446,006,000 | BeginningYearBalanceAmt |
| Contributions | $283,602,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,551,374,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,370,999 | GrantsOrScholarshipsAmt |
| Other Expenditures | $820,654,001 | OtherExpendituresAmt |
| End Year Balance | $22,222,957,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,688,868,000 | BeginningYearBalanceAmt |
| Contributions | $659,618,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,082,735,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,843,748 | GrantsOrScholarshipsAmt |
| Other Expenditures | $762,371,252 | OtherExpendituresAmt |
| End Year Balance | $21,446,006,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,035,804,000 | BeginningYearBalanceAmt |
| Contributions | $588,438,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,985,298,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,922,228 | GrantsOrScholarshipsAmt |
| Other Expenditures | $711,749,772 | OtherExpendituresAmt |
| End Year Balance | $18,688,868,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,150,545 | OtherCostOrOtherBasisAmt |
| Book Value | $127,150,545 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,580,498,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,738,219,504 | DepreciationAmt |
| Book Value | $3,842,279,212 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,798,289,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,482,457,101 | DepreciationAmt |
| Book Value | $315,832,257 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,624,076,474 | OtherCostOrOtherBasisAmt |
| Depreciation | $286,055,616 | DepreciationAmt |
| Book Value | $1,338,020,858 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,623,282,872 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $1,251,786,946 | F |
| COLLATERAL FOR SECURITIES LOAN | $348,783,430 | F |
| DERIVATIVES | $1,152,450 | F |
| FIXED INCOME | $2,599,388,525 | F |
| REAL ESTATE | $7,069,189,284 | F |
| NATURAL RESOURCES | $2,475,605,739 | F |
| PRIVATE EQUITIES | $7,305,412,244 | F |
| ABSOLUTE RETURNS | $5,497,956,415 | F |
| ASSETS HELD BY OTHER TRUSTEES | $138,803,578 | F |
| OTHER INVESTMENTS | $471,442,503 | F |
| ASSETS LIMITED TO USE-TRUSTEES | $194,375,860 | F |
| HOSPITAL FUNDS IN MERGED POOL | -$1,968,256,718 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,385,640,256 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY AGREEMENTS | $365,792,287 |
| US GOVERNMENT REFUNDABLE LOAN | $53,936,465 |
| INC.BENEFICIARY SHARE-SPLIT IN | $509,972,407 |
| DEBT FROM INVESTMENT ENTITY | $65,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $995,251,159 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART I, COLUMN (B) | COLUMN (B) REPRESENTS FUNDS CREATED TO MAKE GRANTS ONLY WITHIN THE UNIVERSITY. SCHEDULE D, PART I, LINE 2 INCLUDED IN AGGREGATE CONTRIBUTIONS TO FUNDS ARE NEW GIFTS AS WELL AS TRANSFERS FROM OTHER ACCOUNTS WITHIN THE UNIVERSITY. SCHEDULE D, PART III, LINE 1A WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED. PROCEEDS FROM SALES OF SUCH ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. |
| SCHEDULE D, PART III, LINE 4 | THE CANTOR ARTS CENTER AT STANFORD UNIVERSITY IS A MUSEUM COMMITTED TO INTELLECTUAL EXPLORATION AND THE PURSUIT OF KNOWLEDGE, FOSTERING A SENSE OF DISCOVERY THROUGH DIRECT EXPERIENCES WITH WORKS OF ART. THE CENTER COLLECTS, PRESERVES, AND STUDIES ART FROM ALL CULTURES AND PERIODS, SERVING THE UNIVERSITY AND THE PUBLIC THROUGH EXHIBITIONS AND PROGRAMS THAT INSPIRE THE UNDERSTANDING AND ENJOYMENT OF ART. THE ANDERSON COLLECTION IS AN OUTSTANDING ASSEMBLAGE OF MODERN AND CONTEMPORARY AMERICAN ART. THE COLLECTION IS ANCHORED IN THE WORK OF THE NEW YORK SCHOOL AND KEY MODERN AND CONTEMPORARY ARTISTS COLLECTED IN DEPTH, ACROSS MEDIA. MAJOR MOVEMENTS REPRESENTED INCLUDE ABSTRACT EXPRESSIONISM, COLOR FIELD PAINTING, POST-MINIMALISM, CALIFORNIA FUNK ART, BAY AREA FIGURATIVE ART, LIGHT AND SPACE, AND CONTEMPORARY PAINTING AND SCULPTURE. THE 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 PRINCIPAL TO SUPPORT FACULTY, INSTRUCTIONAL SUPPORT AND UNIVERSITY INFRASTUCTURE. PLEASE SEE FURTHER DISCUSSION BELOW IN "INTENDED USES OF THE ENDOWMENT FUNDS". SCHEDULE D, PART V, LINE 2 BOARD DESIGNATED OR QUASI ENDOWMENT FUNDS ARE UNIVERSITY RESOURCES DESIGNATED BY THE BOARD AS ENDOWMENT AND ARE INVESTED FOR LONG-TERM APPRECIATION AND CURRENT INCOME. THESE ASSETS, HOWEVER, REMAIN AVAILABLE AND MAY BE SPENT AT THE BOARD'S DISCRETION. THE UNIVERSITY CLASSIFIES AS PERMANENT ENDOWMENT A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT AND B) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENT ENDOWMENT IS CLASSIFIED AS TEMPORARILY RESTRICTED ENDOWMENT UNTIL THOSE AMOUNTS ARE AUTHORIZED FOR EXPENDITURE. IN THE ABSENCE OF DONOR STIPULATIONS OR LAW TO THE CONTRARY, NET UNREALIZED LOSSES ON PERMANENTLY RESTRICTED ENDOWMENT FUNDS FIRST REDUCE RELATED APPRECIATION ON TEMPORARILY RESTRICTED NET ASSETS AND THEN ON UNRESTRICTED NET ASSETS, AS NEEDED, UNTIL SUCH TIME AS THE FAIR VALUE OF THE FUND EQUALS OR EXCEEDS HISTORIC VALUE. SCHEDULE D, PART V, LINE 3A(II) AND LINE 3B INCLUDED IN THE ENDOWMENT BALANCE ON LINE 1G ARE THE ASSETS OF SHR HOLDINGS, INC., A RELATED ORGANIZATION. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ENDOWMENT FUNDS IN 1885, LELAND AND JANE LATHROP STANFORD SAID OF THEIR FOUNDING GRANT "IT SHALL CONSTITUTE THE FOUNDATION AND ENDOWMENT FOR THE UNIVERSITY HEREIN PROVIDED, AND UPON THE TRUST THAT THE PRINCIPAL THEREOF SHALL FOREVER REMAIN INTACT, AND THAT THE RENTS, ISSUES, AND PROFITS THEREOF SHALL BE DEVOTED TO THE FOUNDATION AND MAINTENANCE OF THE UNIVERSITY HEREBY FOUNDED AND ENDOWED, AND THE USES AND PURPOSES HEREIN MENTIONED." TODAY, STANFORD'S ENDOWMENT CONSISTS OF THOUSANDS OF INDIVIDUAL FUNDS, MANY OF WHICH ARE RESTRICTED TO PARTICULAR USES (E.G., SCHOLARSHIP FUNDS FOR UNDERGRADUATES, FELLOWSHIP FUNDS TO SUPPORT GRADUATE STUDENTS, RESEARCH FUNDS DIRECTED TO MANY DIFFERENT AREAS, PROGRAM SUPPORT FUNDS, FUNDS TO SUPPORT PROFESSORS, FUNDS TO SUPPORT LECTURES, FUNDS TO PROVIDE BUILDING AND GROUND MAINTENANCE, FUNDS TO SUPPORT THE UNIVERSITY'S MUSEUM, FUNDS TO SUPPORT THE ACQUISITION OF LIBRARY MATERIALS). THE FUNDS ARE INVESTED IN PERPETUITY FOR LONG TERM GROWTH AND THE PAYOUT FROM AN ENDOWMENT FUND 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 CRUCIAL 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 22% OF STANFORD'S TOTAL EXPENSES. STANFORD IS CURRENTLY DIRECTING CONSIDERABLE RESEARCH AND EDUCATION EFFORTS TOWARD ADDRESSING THE CHALLENGES CRUCIAL 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 UNIVERSITYS HIGHEST PRIORITIES IS TO REMAIN AFFORDABLE AND ACCESSIBLE TO THE MOST TALENTED STUDENTS, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE UNIVERSITYS 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 WITH TYPICAL ASSETS FROM THE U.S. WITH INCOMES BELOW $125,000 PAY NO TUITION, AND THOSE WITH INCOMES BELOW $65,000 PAY NO TUITION, ROOM OR BOARD. IN FY17, APPROXIMATELY 46% 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 FY17, APPROXIMATELY 78% OF GRADUATE STUDENTS RECEIVED FINANCIAL SUPPORT. FOR THE YEAR ENDED AUGUST 31, 2017, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $330,325,961 STUDENT FINANCIAL AID $268,228,571 LIBRARIES $20,548,663 |
| SCHEDULE D, PART X, LINE 2 | ASC 740 LIABILITY - IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | STANFORD MEETS THE CRITERIA OF SECTION 4.03.2(B) OF REV. PROC. 75-50 THROUGH ADMISSION AND FINANCIAL AID OFFICES OUTREACH PROGRAMS WHICH PUBLICIZE STANFORD UNIVERSITY'S ACADEMIC OPPORTUNITIES AT SECONDARY AND POST-SECONDARY SCHOOLS THROUGHOUT THE UNITED STATES. |
| SCHEDULE E, LINE 6A | STANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS, AND CONSTRUCTION GRANTS, AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (89 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program Services | TRAVEL STUDY | $697 | ||
| East Asia and the Pacific | Program Services | TRAVEL STUDY | $214,762 | ||
| Europe | Program Services | TRAVEL STUDY | $278,785 | ||
| Middle East and North Africa | Program Services | TRAVEL STUDY | $78,615 | ||
| North America | Program Services | TRAVEL STUDY | $2,475 | ||
| Russia and Neighboring States | Program Services | TRAVEL STUDY | $32,712 | ||
| South America | Program Services | TRAVEL STUDY | $149,188 | ||
| South Asia | Program Services | TRAVEL STUDY | $136,574 | ||
| Sub-Saharan Africa | Program Services | TRAVEL STUDY | $352,850 | ||
| Antarctica | Program Services | STUDY TOURS | $915,347 | ||
| Central America and the Caribbean | Program Services | STUDY TOURS | $679,551 | ||
| East Asia and the Pacific | Program Services | STUDY TOURS | $3,083,842 | ||
| Europe | Program Services | STUDY TOURS | $4,480,143 | ||
| Middle East and North Africa | Program Services | STUDY TOURS | $1,728,971 | ||
| North America | Program Services | STUDY TOURS | $243,717 | ||
| Russia and Neighboring States | Program Services | STUDY TOURS | $424,040 | ||
| South America | Program Services | STUDY TOURS | $1,268,333 | ||
| South Asia | Program Services | STUDY TOURS | $974,254 | ||
| Sub-Saharan Africa | Program Services | STUDY TOURS | $661,725 | ||
| East Asia and the Pacific | Program Services | STUDY ABROAD | $1,613,364 | ||
| Europe | Program Services | STUDY ABROAD | $7,517,353 | 5 | 156 |
| North America | Program Services | STUDY ABROAD | $157,556 | ||
| Russia and Neighboring States | Program Services | STUDY ABROAD | $61,558 | ||
| South America | Program Services | STUDY ABROAD | $1,075,380 | 1 | 17 |
| Antarctica | Program Services | RESEARCH | $4,761 | ||
| Central America and the Caribbean | Program Services | RESEARCH | $146,496 | ||
| East Asia and the Pacific | Program Services | RESEARCH | $3,189,665 | 34 | |
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH | $7,018,239 | 1 | 92 |
| Middle East and North Africa | Program Services | RESEARCH | $612,659 | 7 | |
| North America | Program Services | RESEARCH | $1,838,364 | 18 | |
| Russia and the Newly Independent States | Program Services | RESEARCH | $213,256 | 7 | |
| South America | Program Services | RESEARCH | $544,475 | 7 | |
| South Asia | Program Services | RESEARCH | $789,517 | 7 | |
| Sub-Saharan Africa | Program Services | RESEARCH | $1,142,617 | 16 | |
| Antarctica | Program Services | FOREIGN TRAVEL | $4,887 | ||
| Central America and the Caribbean | Program Services | FOREIGN TRAVEL | $29,241 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL | $1,496,226 | 2 | |
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL | $3,855,445 | 3 | |
| Middle East and North Africa | Program Services | FOREIGN TRAVEL | $156,221 | ||
| North America | Program Services | FOREIGN TRAVEL | $601,443 | 5 | |
| Russia and the Newly Independent States | Program Services | FOREIGN TRAVEL | $58,873 | 1 | |
| South America | Program Services | FOREIGN TRAVEL | $153,317 | ||
| South Asia | Program Services | FOREIGN TRAVEL | $251,459 | 1 | |
| Sub-Saharan Africa | Program Services | FOREIGN TRAVEL | $282,357 | 3 | |
| East Asia and the Pacific | Program Services | FOREIGN CENTER | $2,006,773 | ||
| Central America and the Caribbean | Program Services | EDUCATION | $156,346 | ||
| East Asia and the Pacific | Program Services | EDUCATION | $2,129,942 | 16 | |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION | $2,003,084 | 13 | |
| Middle East and North Africa | Program Services | EDUCATION | $619,038 | ||
| North America | Program Services | EDUCATION | $889,912 | 2 | |
| Russia and the Newly Independent States | Program Services | EDUCATION | $48,269 | ||
| South America | Program Services | EDUCATION | $751,742 | 1 | |
| South Asia | Program Services | EDUCATION | $801,618 | ||
| Sub-Saharan Africa | Program Services | EDUCATION | $6,209,938 | 2 | 16 |
| Central America and the Caribbean | Program Services | CONFERENCES AND SEMINA | $95,250 | ||
| East Asia and the Pacific | Program Services | CONFERENCES AND SEMINA | $1,282,646 | 2 | |
| Europe (Including Iceland and Greenland) | Program Services | CONFERENCES AND SEMINA | $3,321,872 | 7 | |
| Middle East and North Africa | Program Services | CONFERENCES AND SEMINA | $149,057 | ||
| North America | Program Services | CONFERENCES AND SEMINA | $633,470 | 5 | |
| Russia and the Newly Independent States | Program Services | CONFERENCES AND SEMINA | $35,409 | ||
| South America | Program Services | CONFERENCES AND SEMINA | $168,966 | 1 | |
| South Asia | Program Services | CONFERENCES AND SEMINA | $141,252 | ||
| Sub-Saharan Africa | Program Services | CONFERENCES AND SEMINA | $90,964 | ||
| Central America and the Caribbean | Investments | $10,314,949,739 | |||
| East Asia and the Pacific | Investments | $663,259,101 | |||
| Europe (Including Iceland and Greenland) | Investments | $680,214,133 | |||
| North America | Investments | $534,617,555 | |||
| South America | Investments | $182,659,488 | |||
| Sub-Saharan Africa | Investments | $399,681,097 | |||
| Central America and the Caribbean | Investments FEES | $42,969,697 | |||
| South America | Investments FEES | $12,067,658 | |||
| Sub-Saharan Africa | Investments FEES | $3,384,952 | |||
| East Asia and the Pacific | INV. OPERATING SUBS | $160,684 | 2 | 15 | |
| South Asia | INV. OPERATING SUBS | $468,677 | 1 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | $104,253 | |||
| Central America and the Caribbean | Grantmaking | $17,500 | |||
| East Asia and the Pacific | Grantmaking | $1,040,649 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $3,009,967 | |||
| Middle East and North Africa | Grantmaking | $210,712 | |||
| North America | Grantmaking | $1,250,517 | |||
| South America | Grantmaking | $19,331 | |||
| South Asia | Grantmaking | $792,398 | |||
| Sub-Saharan Africa | Grantmaking | $906,242 | |||
| East Asia and the Pacific | Fundraising | $96,820 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $307,009 | 1 | ||
| North America | Fundraising | $8 | |||
| South America | Fundraising | $19,965 | |||
| South Asia | Fundraising | $6,455 | |||
| Sub-Saharan Africa | Fundraising | $426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Continutation Total Office | 12 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 455 | ContinutationTotalEmployeeCnt |
| Total Office | 12 | TotalOfficeCnt |
| Total Employee | 455 | TotalEmployeeCnt |
| Subtotal Spent | $14,070,602 | SubtotalSpentAmt |
| Continuation Spent | $12,898,201,289 | ContinuationSpentAmt |
| Total Spent | $12,912,271,891 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (56 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | RESEARCH SUB - AWARDS | $17,500 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $27,500 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $102,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $11,841 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $10,537 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $100,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $5,934 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $14,454 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $523,065 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $19,318 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB - AWARDS | $150,000 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $143,473 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $76,102 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $97,961 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $143,538 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $162,293 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $170,858 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $200,210 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $359,819 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $19,069 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $20,265 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $910,552 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $252,697 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $62,476 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $7,878 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $265,420 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $76,035 | CHECK/WIRE |
| Europe | RESEARCH SUB - AWARDS | $37,772 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $19,036 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $17,797 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $13,735 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $20,018 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $17,640 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB - AWARDS | $122,486 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $73,527 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $414,533 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $247,983 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $124,474 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $27,000 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $7,329 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $254,882 | CHECK/WIRE |
| North America | RESEARCH SUB - AWARDS | $100,788 | CHECK/WIRE |
| South America | RESEARCH SUB - AWARDS | $19,331 | CHECK/WIRE |
| South Asia | RESEARCH SUB - AWARDS | $532,621 | CHECK/WIRE |
| South Asia | RESEARCH SUB - AWARDS | $20,000 | CHECK/WIRE |
| South Asia | RESEARCH SUB - AWARDS | $122,896 | CHECK/WIRE |
| South Asia | RESEARCH SUB - AWARDS | $80,801 | CHECK/WIRE |
| South Asia | RESEARCH SUB - AWARDS | $36,080 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $64,074 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $264,147 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $131,510 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $77,130 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $268,694 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $37,800 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $25,000 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB - AWARDS | $37,887 | CHECK/WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STIPENDS | EUROPE | 49 | $104,253 | CHECK/EFT |
| SCHOLARSHIPS | East Asia and the Pacific | 23 | $76,000 | CHECK/EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I: LINE 2: | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES (US) ARE PRINCIPALLY GOVERNED BY THE PURPOSE FOR WHICH THE FUNDS WERE GRANTED. SUBAWARD GRANTS AND GRANTS PAID OUTSIDE OF THE US, OR FOR USE OUTSIDE THE US, FOR PROGRAMS WHICH HAVE A READILY IDENTIFIABLE FOREIGN COMPONENT AND ARE TRACKED SEPARATELY ARE REPORTED ON SCHEDULE F. (GRANTMAKING IS FURTHER DISCUSSED BELOW) FINANCIAL AID: FINANCIAL AID AMOUNTS SUCH AS GRANTS, STIPENDS, FELLOWSHIPS AND SCHOLARSHIPS ARE PAID TO ENROLLED STUDENTS AND MAY BE USED FOR ACADEMIC ACTIVITIES ABROAD. HOWEVER, 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. THE UNIVERSITY DOES NOT CONSIDER FINANCIAL AID DISBURSEMENTS IN THE US TO ENROLLED STUDENTS AS "GRANTS TO FOREIGN INDIVIDUALS". SUBAWARDS: PROCEDURES FOR MONITORING SUB-AWARDS (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), THE SUB-RECIPIENTS WHO ARE NOT UNDER SINGLE AUDIT ARE REQUIRED TO ANNUALLY COMPLETE A QUESTIONNAIRE DESIGNED TO ASSESS CERTAIN ASPECTS OF THE ENTITY'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 PATIENT CARE. -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 PREDOMINATELY STANFORD-RUN UNDERGRADUATE FOREIGN STUDY PROGRAMS. CONSISTENT WITH FINANCIAL STATEMENT TREATMENT; WHERE SALARIES ARE INCURRED, A COST ALLOCATION FOR FRINGE BENEFITS IS ADDED TO SALARIES FOR REPORTING PURPOSES. -RESEARCH: RESEARCH INCLUDES CONTRACT PAYMENTS TO FOREIGN SUB-RECIPIENTS AND DIRECT COSTS INCURRED REGIONALLY FOR ACADEMIC RESEARCH PROJECTS, INCLUDING PAYMENTS FOR PROFESSIONAL SERVICES ENGAGED TO FURTHER THE RESEARCH PURPOSE. -FOREIGN TRAVEL: FOREIGN TRAVEL IS CATEGORIZED SEPARATELY IN THE ACCOUNTING SYSTEM TO MEET COST PRINCIPLES OF OMB REQUIREMENTS. -FOREIGN CENTER: REPRESENTS EXPENSES INCURRED FOR THE OPERATION, SUPPORT, MAINTENANCE, AND MANAGEMENT OF FACILITIES IN THE EAST ASIA/PACIFIC REGION TO HOUSE STANFORD FACULTY, STAFF, AND STUDENTS ENGAGED IN ACADEMIC ACTIVITIES. -EDUCATION: INCLUDES PROGRAM FUNDING FOR US FACULTY AND STUDENTS FOR ACADEMIC ACTIVITIES CONDUCTED INTERNATIONALLY. STANFORD ALSO OFFERS EDUCATIONAL PROGRAMS TO NON-MATRICULATED STUDENTS. -CONFERENCES AND SEMINARS: INCLUDE EXPENSES INCURRED FOR LODGING, TRANSPORTATION AND MEALS FOR FACULTY AND STUDENTS TO ATTEND AND PRESENT ACADEMIC AND RESEARCH FINDINGS. 2.INVESTMENTS: I) INVESTMENTS ARE REPORTED AS OF AUGUST 31, 2017 AT FAIR MARKET VALUE, DETERMINED IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. INVESTMENT MANAGEMENT FEES ARE DIRECT FEES PAID TO MANAGERS DURING FISCAL YEAR 2017. THE REGION IN WHICH INVESTMENTS ARE REPORTED ON SCHEDULE F IS BASED ON THE INVESTMENT ENTITYS LEGAL DOMICILE (I.E., COUNTRY WHOSE LAWS GOVERN THE ENTITYS AFFAIRS) AND IS NOT NECESSARILY 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 UNIVERSITYS ASSETS ARE ACTUALLY INVESTED. STANFORD MANAGEMENT COMPANY ("SMC"), A DIVISION OF THE UNIVERSITY, ACTIVELY MANAGES THE ENDOWMENT. THE PORTFOLIO IS CONSTRUCTED TO GENERATE ATTRACTIVE LONG-TERM RETURNS, ADJUSTED FOR RISK, SO THAT THE ENDOWMENT CAN PROVIDE MEANINGFUL SUPPORT TO THE OPERATING BUDGET OF THE UNIVERSITY WHILE PRESERVING PURCHASING POWER ACROSS GENERATIONS. STANFORDS 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. WE REPORT OUR HOLDINGS TO THE IRS AND OTHER TAX AUTHORITIES AND MAKE EVERY EFFORT TO BE FULLY COMPLIANT WITH ALL APPLICABLE DOMESTIC AND FOREIGN LAWS. IMPORTANTLY, OFFSHORE VEHICLES ARE STILL TAXED IN THE U.S., SPECIFICALLY ON INCOME THAT IS EFFECTIVELY CONNECTED TO THEIR OPERATIONS IN THE UNITED STATES, AS WELL AS ON DIVIDENDS RECEIVED FROM OPERATIONS DOMICILED IN THE UNITED STATES. IN SUMMARY, THE UNIVERSITYS 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, STANFORDS TRUSTEES AIM TO PROVIDE ROBUST ANNUAL SUPPORT FOR THE CURRENT OPERATING BUDGET AND TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT FOR FUTURE GENERATIONS OF STUDENTS AND SCHOLARS. II) ALSO REPORTED AS INVESTMENTS ARE STANFORDS 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 PATIENT 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 US 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 US CITIZENS AND PERMANENT RESIDENTS; IT ADMITS QUALIFIED STUDENTS WITHOUT REGARD TO THEIR ABILITY TO PAY, AND PROVIDES A COMPREHENSIVE FINANCIAL AID PROGRAM FOR ALL ADMITTED STUDENTS WHO HAVE UNIVERSITY-COMPUTED NEED, AND WHO MEET STATED FINANCIAL AID ELIGIBILITY REQUIREMENTS. FOR THE FISCAL YEAR ENDED AUGUST 31, 2017 (FY 2017), 46% OF UNDERGRADUATE AND ABOUT 78% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID, WITH A TOTAL OF $445,543,529 OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. APPROXIMATELY 64% OF THIS AID TOOK THE FORM OF TRANSFERS FROM INTERNAL UNIVERSITY FUNDS (OFTEN PER DONOR TERMS) TO OFFSET TUITION AND OTHER UNIVERSITY CHARGES THAT WOULD OTHERWISE HAVE BEEN RECEIVED BY THE UNIVERSITY. THE BALANCE OF $158,692,206 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 SUB-AWARDS. SUB-AWARDS ARE PAYMENTS TO THIRD PARTY RECIPIENTS FOR PERFORMING A PORTION OF A STANFORD RESEARCH PROGRAM, MOST OFTEN A SPONSORED-RESEARCH PROJECT. MANY SUB-AWARDS ARE AGREEMENTS FOR CONTRACTUALLY DEFINED DELIVERABLES, USUALLY REQUIRING HIGHLY SPECIFIC EXPERTISE. AS SUCH THEY COULD BE DESCRIBED AS RESEARCH CONTRACTS. HOWEVER, CERTAIN SUB-AWARDS 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 SUB-AWARD. ACCORDINGLY, GRANT-FUNDED SUB-AWARDS ARE REPORTED IN PART II. CONTRACT-FUNDED SUB-AWARDS TO FOREIGN RECIPIENTS ARE REPORTED IN PART I, LINE 3 AS PROGRAM SERVICES - RESEARCH. GRANTS REPORTED ON SCHEDULE F ARE 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 DESIGNTED FOREIGN BENEFICIARIES. SEE BELOW FOR FURTHER EXPLANATION OF THE METHOD USED TO ACCOUNT FOR GRANTS ON PART II AND III. 4.FUNDRAISING: FUNDRAISING INCLUDES EXPENSES DIRECTLY INCURRED IN THE REGION FOR FUNDRAISING ACTIVITIES. |
| PART II: METHOD USED TO ACCOUNT FOR GRANTS TO ORGANIZATIONS | SUB-AWARDS ARE SEPARATELY TRACKED IN THE ACCOUNTING SYSTEM WITH THE IDENTIFICATION OF THE FUNDING SOURCE OF THE SUB AWARD (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 US ARE MADE FOR THE PURPOSE OF PROVIDING GRANTS TO FOREIGN ORGANIZATIONS. SUB-AWARDS ARE SUBJECT TO THE MONITORING PROCEDURES DISCUSSED IN PART V WITH RESPECT TO PART I, LINE 2 REGARDLESS OF WHETHER THE RECIPIENT WILL FURTHER SUB-AWARD FUNDS IN ORDER TO ACCOMPLISH THE PURPOSES OF THE AWARD. |
| PART III: METHOD USED TO ACCOUNT FOR GRANTS TO INDIVIDUALS | PAYMENTS TO INDIVIDUALS OUTSIDE OF THE UNITED STATES 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 ACTUAL RECIPIENTS OF THOSE PROGRAMS, OR OTHER IDENTIFIED STUDENT RECIPIENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CORPORATE CONCEPTS JAYNE SHERRY MOR | ||||||||
| 301 OAKDALE AVENUE | MILL VALLEY | CA | 94941 | EVENT MANAGEMENT | false | $1,303,977 | $41,600 | $1,262,377 |
| DRESSLER ASSOCIATES CAROL DRESSLER | ||||||||
| 1300 TRINITY DR | MENLO PARK | CA | 94025 | SEED PROGRAM | false | $0 | $66,183 | $0 |
| THE STELTER COMPANY | ||||||||
| 10435 NEW YORK AVENUE | DES MOINES | IA | 50322 | BROCHURES | false | $0 | $68,693 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,303,977 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $176,476 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,262,377 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | UNDER ONE LUNCH | Event1Nm |
| Gross Receipts Event1 | $1,303,977 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,283,877 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $85,965 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,741 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $26,418 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $102,211 | OtherDirectExpensesEvent1Amt |
| Event2 | RODIN MOONLIGHT | Event2Nm |
| Gross Receipts Event2 | $571,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $552,875 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,875 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $345,254 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $190,255 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $152,005 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $38,250 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,753 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,912 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $42,380 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $20,865 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,480 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,065,982 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,988,757 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,225 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,753 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $98,877 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $75,121 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,283 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $464,945 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $687,979 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$610,754 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (71 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | 136213516 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| AMERICAN FEDERATION FOR CHILDREN GROWTH FUND | |||||||
| 1660 L ST NW 1000 | WASHINGTON | DC | 20036 | 522111508 | 501 (C) (3) | $25,000 | PROGRAM DEVELOP. |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||||
| 633 THIRD AVE 21ST FL | NEW YORK | NY | 10017 | 132928469 | 501 (C) (3) | $500,000 | GENERAL SUPPORT |
| AMERICAN RED CROSS HEALTH & SAFETY SERVICES | |||||||
| 2731 N FIRST STREET | SAN JOSE | CA | 95134 | 530196605 | 501 (C) (3) | $7,000 | GENERAL SUPPORT |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STA | |||||||
| 1310 L ST NW STE 200 | WASHINGTON | DC | 20005 | 530184647 | 501 (C) (3) | $20,000 | GENERAL SUPPORT |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 100 BLUM HALL 5570 | BERKELEY | CA | 94720 | 946090626 | STATE OF CA | $10,000 | GENERAL SUPPORT |
| BROWN UNIVERSITY | |||||||
| GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 02912 | 050258809 | 501 (C) (3) | $150,000 | GENERAL SUPPORT |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | 941156258 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| CHABAD JEWISH CENTER OF SANTA FE | |||||||
| 230 W MANHATTAN AVE | SANTA FE | NM | 87501 | 850446049 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | 941312311 | 501 (C) (3) | $50,000 | GENERAL SUPPORT |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 555 POST ST | SAN FRANCISCO | CA | 94102 | 940399260 | 501 (C) (3) | $1,100,000 | GENERAL SUPPORT |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST | ITHACA | NY | 14850 | 150532082 | 501 (C) (3) | $480,000 | GENERAL SUPPORT |
| CURRIKI | |||||||
| 20660 STEVENS CREEK BLVD 332 | CUPERTINO | CA | 95014 | 203478467 | 501 (C) (3) | $20,000 | GENERAL SUPPORT |
| DUKE UNIVERSITY | |||||||
| BOX 90600 | DURHAM | NC | 27708 | 560532129 | 501 (C) (3) | $25,000 | GENERAL SUPPORT |
| FIDELITY CHARITABLE | |||||||
| P O BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| FIELD INSTITUTE OF TAOS | |||||||
| P O BOX 486 | ARROYO SECO | NM | 87514 | 850442587 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| GLADSTONE INSTITUTES | |||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | 237203666 | STATE OF CA | $160,000 | GENERAL SUPPORT |
| GREAT TWIN CITIES UNITED WAY | |||||||
| 404 S EIGHTH STREET | MINNEAPOLIS | MN | 55404 | 411973442 | 501 (C) (3) | $30,000 | GENERAL SUPPORT |
| HEAD ROYCE SCHOOL | |||||||
| 4315 LINCOLN AVE | OAKLAND | CA | 94602 | 941518656 | STATE OF CA | $10,000 | GENERAL SUPPORT |
| HILLEL AT STANFORD | |||||||
| P O BOX 20526 | STANFORD | CA | 94309 | 770492512 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| HOWARD UNIVERSITY | |||||||
| 2225 GEORGIA AVE NW | WASHINGTON | DC | 20059 | 530204707 | 501 (C) (3) | $75,000 | SUPPORT ANNUAL FUND |
| KIEVE WAVUS EDUCATION INC | |||||||
| P O BOX 169 | NOBLEBORO | ME | 04555 | 237352599 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| MAKE A WISH AMERICA | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | 860481941 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| MAKING WAVES FOUNDATION | |||||||
| 3220 BLUME DR STE 250 | RICHMOND | CA | 94806 | 680204312 | 501 (C) (3) | $265,000 | GENERAL SUPPORT |
| MARYCREST MANOR INC | |||||||
| 10664 ST JAMES DRIVE | CULVER CITY | CA | 90230 | 951709881 | 501 (C) (3) | $250,000 | GENERAL SUPPORT |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501 (C) (3) | $50,000 | SPONSORSHIP |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN ST | SANTA BARBARA | CA | 93101 | 951962659 | 501 (C) (3) | $25,000 | GENERAL SUPPORT |
| MUSIC THEATER KANSAS CITY | |||||||
| 19407 W 64TH TER | SHAWNEE | KS | 66218 | 481206817 | 501 (C) (3) | $150,000 | PROGRAM DEVELOP. |
| NORTHERN LIGHT SCHOOL | |||||||
| 3710 DORISA AVE | OAKLAND | CA | 94605 | 943097690 | STATE OF CA | $20,000 | PROGRAM DEVELOP. |
| NUEVA MIDDLE SCHOOL | |||||||
| 6565 SKYLINE BLVD | HILLSBOROUGH | CA | 94010 | 941633387 | STATE OF CA | $25,000 | FELLOWSHIPS |
| ONE MIND INSTITUTE | |||||||
| P O BOX 680 | RUTHERFORD | CA | 94573 | 680359707 | 501 (C) (3) | $20,000 | FELLOWSHIPS |
| PARS EQUALITY CENTER | |||||||
| 1635 THE ALAMEDA 300 | SAN JOSE | CA | 95126 | 272969900 | 501 (C) (3) | $20,000 | GENERAL SUPPORT |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | 933136771 | 501 (C) (3) | $145,000 | GENERAL SUPPORT |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | 131644147 | 501 (C) (3) | $8,000 | SUPPORT ANNUAL FUND |
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||
| 2200 BROADWAY | REDWOOD CITY | CA | 94063 | 237186194 | 501 (C) (3) | $25,000 | GENERAL SUPPORT |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST 200 | SANTA BARBARA | CA | 93101 | 951866094 | 501 (C) (3) | $200,000 | GENERAL SUPPORT |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | |||||||
| 1528 CHAPALA ST 203 | SANTA BARBARA | CA | 93101 | 770073674 | 501 (C) (3) | $250,000 | GENERAL SUPPORT |
| SANTA FE JAZZ | |||||||
| 310 STAAB ST | SANTA FE | NM | 87501 | 471314790 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| SCHWAB CHARITABLE FUND | |||||||
| 111 WALL STREET | NEW YORK | NY | 10005 | 311640316 | 501 (C) (3) | $750,000 | GENERAL SUPPORT |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501 (C) (3) | $50,000 | GENERAL SUPPORT |
| SEVENZO | |||||||
| 6401 PENN AVE 3RD FL | PITTSBURGH | PA | 15206 | 811001484 | 501 (C) (3) | $147,967 | PROGRAM DEVELOP. |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 205205488 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DR 103 | REDWOOD CITY | CA | 94065 | 510644783 | 501 (C) (3) | $75,000 | FELLOWSHIPS |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 630598743 | 501 (C) (3) | $20,000 | GENERAL SUPPORT |
| ST MARY'S SCHOOL | |||||||
| 660 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | 941589702 | STATE OF CA | $17,000 | GENERAL SUPPORT |
| STANFORD HEALTH CARE | |||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | 946174066 | 501 (C) (3) | $1,060,000 | GENERAL SUPPORT |
| STONY BROOK UNIVERSITY | |||||||
| UNIVERSITY ADVANCEMENT 330 ADMINIS | STONY BROOK | NY | 11794 | 116077945 | 501 (C) (3) | $40,000 | PROGRAM DEVELOP. |
| SUMMER SEARCH | |||||||
| 101 HOWARD ST 250 | SAN FRANCISCO | CA | 94105 | 680200138 | 501 (C) (3) | $7,500 | GENERAL SUPPORT |
| TAOS FIRST STEPS HOLY CROSS HOSPITAL | |||||||
| 1397 WEIMER RD | TAOS | NM | 87571 | 850289839 | 501 (C) (3) | $25,000 | GENERAL SUPPORT |
| TAOS SPORTS ASSOCIATES INC | |||||||
| P O BOX 3011 | TAOS | NM | 87571 | 850241076 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| THE BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 1109 HILTON ST | REDWOOD CITY | CA | 94063 | 941552134 | 501 (C) (3) | $60,000 | GENERAL SUPPORT |
| THE CCSF FOUNDATION | |||||||
| P O BOX 40488 | SAN FRANCISCO | CA | 94140 | 941682567 | 501 (C) (3) | $120,000 | GENERAL SUPPORT |
| THE FRIENDS OF THE ANANSI CHARTER SCHOOL | |||||||
| P O BOX 1709 | EL PRADO | NV | 87529 | 203888020 | 501 (C) (3) | $117,000 | GENERAL SUPPORT |
| THE MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE 200 | OAKLAND | CA | 94610 | 943367263 | 501 (C) (3) | $75,000 | PROGRAM DEVELOP. |
| THE SHARKS FOUNDATION | |||||||
| 525 W SANTA CLARA ST | SAN JOSE | CA | 95113 | 770374062 | 501 (C) (3) | $100,000 | GENERAL SUPPORT |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | 952250801 | 501 (C) (3) | $200,000 | GENERAL SUPPORT |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 110 WESTWOOD PLAZA SUITE F312 | LOS ANGELES | CA | 90095 | 956006143 | 501 (C) (3) | $60,000 | GENERAL SUPPORT |
| THORN DIGITAL DEFENDER OF CHILDREN | |||||||
| 200 PARK AVE S 8TH FL | NEW YORK | NY | 10003 | 270943677 | 501 (C) (3) | $33,333 | GENERAL SUPPORT |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST 850 | SAN FRANCISCO | CA | 94104 | 202121739 | 501 (C) (3) | $400,000 | GENERAL SUPPORT |
| TRINITY EPISCOPAL CHURCH | |||||||
| 1500 STATE STREET | SANTA BARBARA | CA | 93101 | 951750018 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 042103545 | 501 (C) (3) | $48,500 | GENERAL SUPPORT |
| U S OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRING | CO | 80909 | 800939841 | 501 (C) (3) | $35,000 | GENERAL SUPPORT |
| UCSF | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | 946036493 | STATE OF CA | $50,000 | GENERAL SUPPORT |
| UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARC | |||||||
| CHAPIN HALL 1313 E 60TH ST | CHICAGO | IL | 60637 | 362177139 | 501 (C) (3) | $382,500 | GENERAL SUPPORT |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501 (C) (3) | $15,000 | GENERAL SUPPORT |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | 741277664 | 501 (C) (3) | $6,000 | GENERAL SUPPORT |
| USA FOR UNHCR | |||||||
| 1775 K STREET NW 580 | WASHINGTON | DC | 20006 | 521662800 | 501 (C) (3) | $10,000 | GENERAL SUPPORT |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | 231352688 | 501 (C) (3) | $30,000 | GENERAL SUPPORT |
| WALLIN EDUCATION PARTNERS | |||||||
| 5200 WILSON RD 209 | MINNEAPOLIS | MN | 55424 | 208505156 | 501 (C) (3) | $220,000 | GENERAL SUPPORT |
| WOMENONE LTD | |||||||
| 19 EAST 88TH ST | NEW YORK | NY | 10128 | 263679243 | 501 (C) (3) | $40,000 | GENERAL SUPPORT |
| WOODSON CENTER | |||||||
| 1625 K ST NW 1200 | WASHINGTON | DC | 20006 | 521217891 | 501 (C) (3) | $50,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 71 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 13235 | RecipientCnt |
| Cash Grant | $445,439,276 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANTS AND ASSISTANCE | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 ONE OF THE UNIVERSITYS HIGHEST PRIORITIES IS TO REMAIN AFFORDABLE AND ACCESSIBLE TO THE MOST TALENTED STUDENTS, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE UNIVERSITYS 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 WITH TYPICAL ASSETS FROM THE U.S. WITH INCOMES BELOW $125,000 PAY NO TUITION, AND THOSE WITH INCOMES BELOW $65,000 PAY NO TUITION, ROOM OR BOARD. IN FY17, APPROXIMATELY 46% 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 STANFORDS 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. IN THE FACE OF DIMINISHING FEDERAL SUPPORT, STANFORD HAS ASSUMED MORE OF THE FINANCIAL WEIGHT OF SUPPORTING ITS GRADUATE STUDENTS. IN FY17, APPROXIMATELY 78% OF GRADUATE STUDENTS RECEIVED FINANCIAL SUPPORT. THE KNIGHT-HENNESSY SCHOLARS PROGRAM WILL BE AN ADDITIONAL SOURCE OF GRADUATE STUDENT SUPPORT WHEN ITS FIRST COHORT BEGINS THEIR STUDIES IN FALL 2018. 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 $286,851,323 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $158,692,206 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $104,253 IN GRANTS TO INDIVIDUALS OUTSIDE THE UNITED STATES. GRANTS LISTED IN PART II ARE PRIMARILY GRANTS MADE FROM DONOR ADVISED FUNDS MANAGED BY STANFORD AND ARE BASED ON RECOMMENDATIONS BY DONORS OF THOSE FUNDS AND REVIEWED AND APPROVED BY SENIOR OFFICIALS IN THE OFFICE OF DEVELOPMENT. SUB-GRANTS STANFORD OCCASIONALLY RECEIVES GRANT SUPPORT THAT IS DISBURSED TO OTHER INDIVIDUALS OR ENTITIES PER THE TERMS OF THE AWARD. IN MOST CASES, PRIOR TO THE GRANT TO STANFORD, THE UNIVERSITY WILL PROVIDE THE GRANTING ENTITY WITH A LIST OF SUCH CONTEMPLATED RECIPIENTS. GENERALLY, AS WORK ON THE GRANT PROGRESSES, CHANGES TO THESE RECIPIENTS MUST BE APPROVED BY THE GRANTING AGENCY. DUE TO THESE REVIEW REQUIREMENTS OF THE GRANTING AGENCY, STANFORD DOES NOT REPORT SUCH PAYMENTS ON FORM 990, SCHEDULE I. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC TESSIER-LAVIGNE | ||||||||||||||
| PRES/TRUSTEE, APPOINTED 9/1/16 | $313,015 | $0 | $44,277 | $0 | $340 | $0 | $194,508 | $0 | $72,223 | $0 | $624,363 | $0 | $0 | $0 |
| JOHN HENNESSY | ||||||||||||||
| PRES/TRUSTEE, THROUGH 8/31/16 | $1,056,487 | $0 | $0 | $0 | $20,683 | $0 | $26,500 | $0 | $108,604 | $0 | $1,212,274 | $0 | $0 | $0 |
| JOHN ETCHEMENDY | ||||||||||||||
| PROVOST, THROUGH 1/31/17 | $721,399 | $0 | $0 | $0 | $12,483 | $0 | $72,803 | $0 | $139,158 | $0 | $945,843 | $0 | $0 | $0 |
| RANDALL LIVINGSTON | ||||||||||||||
| VP BUS AFFAIRS/CFO | $632,610 | $0 | $0 | $0 | $200 | $0 | $160,500 | $0 | $57,705 | $0 | $851,015 | $0 | $0 | $0 |
| MARTIN SHELL | ||||||||||||||
| VP DEVELOPMENT | $630,550 | $0 | $120,000 | $0 | $55,840 | $0 | $26,500 | $0 | $48,285 | $0 | $881,175 | $0 | $0 | $0 |
| DEBRA ZUMWALT | ||||||||||||||
| VP GENERAL COUNSEL | $658,035 | $0 | $0 | $0 | $0 | $0 | $63,205 | $0 | $10,341 | $0 | $731,581 | $0 | $0 | $0 |
| ROBERT C REIDY | ||||||||||||||
| VP LAND, BUILDINGS & REAL EST | $449,857 | $0 | $300,001 | $0 | $760,549 | $0 | $109,833 | $0 | $73,511 | $0 | $1,693,751 | $0 | $666,666 | $0 |
| DAVID DEMAREST | ||||||||||||||
| VP PUBLIC AFFAIRS | $378,385 | $0 | $58,163 | $0 | $23,900 | $0 | $67,891 | $0 | $36,644 | $0 | $564,983 | $0 | $0 | $0 |
| HOWARD WOLF | ||||||||||||||
| PRES. OF STANFORD ALUM. ASSOC. | $382,689 | $0 | $55,000 | $0 | $34,442 | $0 | $26,500 | $0 | $33,346 | $0 | $531,977 | $0 | $25,000 | $0 |
| WILLIAM MADIA | ||||||||||||||
| VP SLAC NAL | $368,047 | $0 | $82,000 | $0 | $36,080 | $0 | $26,526 | $0 | $1,333 | $0 | $513,986 | $0 | $0 | $0 |
| LLOYD B MINOR | ||||||||||||||
| DEAN, SCHOOL OF MEDICINE | $1,441,900 | $0 | $200,000 | $0 | $125,529 | $0 | $311,523 | $0 | $59,419 | $0 | $2,138,371 | $0 | $0 | $0 |
| RICHARD SALLER | ||||||||||||||
| DEAN, SCHOOL OF HUM & SCIENCES | $583,520 | $0 | $4,250 | $0 | $33,640 | $0 | $21,200 | $0 | $37,192 | $0 | $679,802 | $0 | $0 | $0 |
| YIPING WOO | ||||||||||||||
| PROF. & CHAIR, CARDIO SURGERY | $1,230,348 | $850,952 | $29,652 | $18,014 | $52,156 | $2,181,122 | $0 | $0 | ||||||
| DAVID SHAW | ||||||||||||||
| DIRECTOR OF FOOTBALL | $3,002,250 | $665,000 | $73,079 | $530,005 | $41,209 | $4,311,543 | $0 | $0 | ||||||
| FRANK HANLEY | ||||||||||||||
| CHIEF, PED CARDIOTHORACIC | $569,473 | $1,325,000 | $13,079 | $26,500 | $20,766 | $1,954,818 | $0 | $0 | ||||||
| PHILIP A PIZZO | ||||||||||||||
| PROF & FORMER DEAN, SCH OF MED | $455,454 | $0 | $15,000 | $0 | $81,950 | $0 | $26,500 | $0 | $6,843 | $0 | $585,747 | $0 | $0 | $0 |
| ROBERT F WALLACE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER, SMC | $986,839 | $0 | $2,197,222 | $0 | $123,787 | $0 | $174,786 | $0 | $35,075 | $0 | $3,517,709 | $0 | $88,514 | $0 |
| ELIZABETH ZACHARIAS | ||||||||||||||
| VP HUMAN RESOURCES | $343,160 | $0 | $50,000 | $0 | $57,013 | $0 | $22,837 | $0 | $32,670 | $0 | $505,680 | $0 | $0 | $0 |
| PERSIS DRELL | ||||||||||||||
| PROVOST, APPOINTED 2/1/17 | $511,521 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $54,768 | $0 | $592,789 | $0 | $0 | $0 |
| LISA LAPIN | ||||||||||||||
| VP COMMUN., APPOINTED 11/21/16 | $250,645 | $0 | $87,572 | $0 | $200 | $0 | $25,546 | $0 | $42,374 | $0 | $406,337 | $0 | $0 | $0 |
| JOHNNY DAWKINS | ||||||||||||||
| HEAD COACH, THROUGH 3/15/16 | $247,873 | $0 | $0 | $0 | $4,116,249 | $0 | $25,000 | $0 | $30,470 | $0 | $4,419,592 | $0 | $450,000 | $0 |
| GREG MILANI | ||||||||||||||
| SR. MANAGING DIRECTOR, SMC | $653,575 | $0 | $1,253,390 | $0 | $200 | $0 | $1,953 | $0 | $25,653 | $0 | $1,934,771 | $0 | $0 | $0 |
| HARRY ELAM | ||||||||||||||
| VP ARTS, APPOINTED 2/1/17 | $415,546 | $0 | $0 | $0 | $28,522 | $0 | $26,500 | $0 | $14,723 | $0 | $485,291 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS, COMPANION AND CHARTER TRAVEL STANFORD UNIVERSITY TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES, INCLUDING PERSONS LISTED ON FORM 990, PART VII, LINE 1A, TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL. FIRST CLASS TRAVEL IS AUTHORIZED IN SOME INSTANCES, SUCH AS ON INTERNATIONAL FLIGHTS OVER A CERTAIN LENGTH, IF NO BUSINESS CLASS SERVICE IS AVAILABLE ON THE FLIGHT. FIRST CLASS TRAVEL IS ALSO AUTHORIZED IN CASE OF A MEDICAL NEED OR OTHER EXIGENCY APPROVED BY THE PROVOST. IN ADDITION, THE PRESIDENT HAS PERMISSION TO FLY FIRST CLASS ON CERTAIN DOMESTIC FLIGHTS DEPENDING ON LENGTH. OCCASIONALLY, THE UNIVERSITY MAY PURCHASE CHARTERED AIRCRAFT SERVICES WHEN DEEMED APPROPRIATE FOR THE CONDUCT OF UNIVERSITY BUSINESS AND PURSUANT TO UNIVERSITY POLICY RELATED TO CHARTER TRAVEL. IN COMPLIANCE WITH THE UNIVERSITY'S TRAVEL POLICY DESCRIBED ABOVE, ONE OFFICER, ONE FORMER OFFICER AND ONE FORMER KEY EMPLOYEE LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES DURING CALENDAR YEAR 2016. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME TO THE INDIVIDUALS. 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. THREE PERSONS LISTED ON PART VII RECEIVED COMPANION TRAVEL THAT WAS IN FURTHERANCE OF UNIVERSITY'S BUSINESS AND CONSIDERED NON-TAXABLE. PRESIDENT AND PROVOST HOUSING/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT IS REQUIRED TO LIVE IN THE LOU HENRY HOOVER HOUSE ON CAMPUS. THE RESIDENCE IS USED FREQUENTLY FOR UNIVERSITY BUSINESS INCLUDING OFFICIAL GATHERINGS OF FACULTY, STAFF, STUDENTS, ALUMNI, DONORS AND THEIR FAMILIES. AS PART OF A PROGRAM OF APPROPRIATE AND REGULAR MAINTENANCE OF THIS HOUSE, THE UNIVERSITY PROVIDES CLEANING SERVICE FOR THE PUBLIC AND PRIVATE AREAS. DURING CALENDAR YEAR 2016, FORMER PRESIDENT JOHN HENNESSY LIVED IN THE RESIDENCE THROUGH AUGUST 31, 2016 WHEN HE STEPPED DOWN AS THE UNIVERSITYS PRESIDENT. THE HOUSE WAS THEN CLOSED FOR RENOVATION, DURING WHICH TIME, THE NEW PRESIDENT MARC TESSIER-LAVIGNE WAS REQUIRED TO LIVE ON CAMPUS IN TEMPORARY HOUSING AS A CONDITION OF HIS EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY. FOR FORMER PRESIDENT HENNESSY, THE UNIVERSITY HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE ESTIMATED RENTAL VALUE OF THE AREAS OF THIS RESIDENCE RESERVED FOR THE PERSONAL USE OF THE PRESIDENT DURING THE TIME HE OCCUPIED THE RESIDENCE IN CALENDAR YEAR 2016, BASED UPON THE PREVAILING RENTAL RATES IN THE LOCAL AREA AND ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE, CLEANING AND UTILITIES. FOR PRESIDENT MARC TESSIER-LAVIGNE, THE UNIVERSITY HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE FULL ESTIMATED RENTAL VALUE OF the TEMPORARY RESIDENCE BASED UPON THE PREVAILING RENTAL RATES IN THE LOCAL AREA AND ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE, CLEANING AND UTILITIES DURING HIS FOUR MONTHS AS PRESIDENT DURING CALENDAR YEAR 2016. AS A CONDITION OF EMPLOYMENT AS PROVOST OF THE UNIVERSITY AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PROVOST IS REQUIRED TO LIVE IN THE MEYER-BUCK HOUSE ON CAMPUS. THE RESIDENCE IS USED FREQUENTLY FOR UNIVERSITY BUSINESS INCLUDING OFFICIAL GATHERINGS OF FACULTY, STAFF, STUDENTS, ALUMNI, DONORS AND THEIR FAMILIES. AS PART OF A PROGRAM OF APPROPRIATE AND REGULAR MAINTENANCE OF THIS HOUSE, THE UNIVERSITY PROVIDED CLEANING SERVICE FOR THE PUBLIC AND PRIVATE AREAS. FOR FORMER PROVOST ETCHEMENDY, THE UNIVERSITY HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE ESTIMATED RENTAL VALUE OF THE AREAS OF THIS RESIDENCE RESERVED FOR THE PERSONAL USE OF THE PROVOST, BASED UPON THE PREVAILING RENTAL RATES IN THE LOCAL AREA AND ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE, CLEANING AND UTILITIES, FOR THE FULL CALENDAR YEAR 2016. PERSIS DRELL WAS APPOINTED PROVOST 2/1/2017 AND DID NOT RESIDE IN THE MEYER-BUCK HOUSE DURING CALENDAR YEAR 2016. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2016: JOHNNY DAWKINS, HARRY ELAM, JOHN ETCHEMENDY, LLOYD B. MINOR, WILLIAM MADIA, RICHARD SALLER, DAVID SHAW, MARTIN SHELL, ROBERT F. WALLACE, YIPING WOO, AND ELIZABETH ZACHARIAS. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4A SEVERANCE PLAN CERTAIN LISTED INDIVIDUALS ARE ELIGIBLE FOR THE UNIVERSITY-APPROVED SEVERANCE PLAN THAT PROVIDES FOR PAYMENT BASED ON THE INDIVIDUAL'S YEARS OF SERVICE. DURING CALENDAR YEAR 2016, NO SEVERANCE PAYMENT WAS MADE TO AN INDIVIDUAL LISTED ON PART VII SECTION A LINE 1A. 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 ONLY 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. IN CERTAIN INSTANCES INVOLVING OLDER DEFERRED COMPENSATION PLANS, IF AN INDIVIDUAL'S DEFERRED COMPENSATION HAS IN THE PAST BEEN REPORTED WHEN CREDITED TO A DEFERRED COMPENSATION ACCOUNT, RATHER THAN AS EARNED RATABLY OVER THE RELATED VESTING PERIOD, THE INDIVIDUAL'S DEFERRED COMPENSATION CONTINUES TO BE REPORTED WHEN CREDITED, IN THE INTERESTS OF ACCURACY AND CONSISTENCY. DEFERRED COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN (C) IN THE YEAR OF DEFERRAL, AS DESCRIBED ABOVE, AND IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THEIR DEFERRED COMPENSATION ACCOUNT DURING CALENDAR YEAR 2016: ROBERT REIDY - $760,549; ROBERT WALLACE - $92,115; HOWARD WOLF - $34,242; JOHNNY DAWKINS - $4,096,677. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THE UNIVERSITY PROVIDED FORMER PRESIDENT JOHN HENNESSY WITH TWO SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERPS) DURING HIS TERM OF SERVICE AS AN OFFICER TO SUPPLEMENT HIS SOCIAL SECURITY AND 403(B) RETIREMENT BENEFITS. BOTH SERPS WERE EARNED GRADUALLY OVER SPECIFIED PERIODS DURING HIS TERM OF SERVICE AS AN OFFICER. THE FIRST SERP WAS EARNED OVER THE 12 YEARS ENDING AUGUST 31, 2012. HAVING SERVED IN HIS POSITION THROUGH AUGUST 31, 2012, THE FORMER PRESIDENT BECAME ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 35.5% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY DURING THE 12 YEAR PERIOD, 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. THERE WERE NO SUBSEQUENT ACCRUALS TO THIS SERP THROUGH THE YEAR ENDED DECEMBER 31, 2016. THIS SERP BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. THE SECOND SERP PROVIDED THAT THE FORMER PRESIDENT WAS ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 2% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY FOR EACH FISCAL YEAR FROM FY 2013 THROUGH FY 2018 DURING WHICH HE SERVED AS PRESIDENT. BY CONTINUING TO SERVE AS PRESIDENT DURING FY 2016, THE FORMER PRESIDENT BECAME ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 8% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY. THERE WERE NO ACCRUALS TO THIS SERP FOR THE YEAR ENDED DECEMBER 31, 2016. THIS SERP BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. |
| 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 BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. FOR THE YEAR ENDED DECEMBER 31, 2016, THE VALUE OF THE SERP INCREASED BY $46,303 AS A RESULT OF THE FORMER PROVOST RECEIVING AN INCREASE IN BASE PAY, AND THIS AMOUNT IS INCLUDED ON SCHEDULE J COLUMN (C) AS DEFERRED COMPENSATION. THE UNIVERSITY PROVIDED 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. UPON ASSUMING OFFICE, THE PRESIDENT BECAME ELIGIBLE TO RECEIVE A BENEFIT EQUAL IN VALUE TO AN ANNUAL PAYMENT FOR LIFE OF 2% 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, 2016 WAS $194,508. THE UNIVERSITY ALSO PROVIDED PROVOST DRELL WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HER OTHER RETIREMENT BENEFITS ON HER APPOINTMENT AS PROVOST. BECAUSE THE BENEFIT WAS PROVIDED DURING CALENDAR YEAR 2017, AS PER FORM 990 RULES, IT WILL BE REPORTED ON FY 2018 FORM 990. |
| 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'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: THREE YEAR ANNUALIZED PERFORMANCE VERSUS THE RELEVANT POLICY PORTFOLIO BENCHMARK RETURN FOR THAT PERIOD, THREE YEAR 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. |
| PART II, COLUMNS (A) THROUGH (F) | PER FORM 990 INSTRUCTIONS, OFFICERS WHO SERVED ANY TIME DURING THE FISCAL YEAR (FY 2017) ARE REPORTED ON PART VII AND SCHEDULE J AS CURRENT OFFICERS AND THEIR COMPENSATION IS REPORTED ON A CALENDAR YEAR BASIS (2016 W-2, BOX 5). BASED ON THESE INSTRUCTIONS, THE UNIVERSITY IS REPORTING BOTH PROVOST ETCHEMENDY (WHO SERVED AS PROVOST UNTIL 1/31/2017) AND PROVOST DRELL (WHO BECAME PROVOST ON 2/1/2017) ON PART VII AND SCHEDULE J. FURTHERMORE, THE 2016 CALENDAR YEAR COMPENSATION REPORTED FOR PROVOST DRELL IS FOR HER PRIOR POSITION WITH THE UNIVERSITY. SIMILARLY, THE 2016 CALENDAR YEAR COMPENSATION REPORTED FOR HARRY ELAM, VP FOR THE ARTS (FROM 2/1/2017) IS ALSO FOR A PRIOR POSITION WITH THE UNIVERSITY SERVED DURING CALENDAR YEAR 2016. ADDITIONALLY, COMPENSATION REPORTED FOR LISA LAPIN, VP FOR COMMUNICATION (FROM 11/21/16) IS PARTLY FOR HER PRIOR POSITION WITH THE UNIVERSITY AND PARTLY FOR HER CURRENT ROLE AS AN OFFICER. FORM 990 ALSO REQUIRES REPORTING OF FORMER INDIVIDUALS WHO SERVED AS OFFICERS WITHIN THE PAST FIVE YEARS AND RECEIVED COMPENSATION DURING THE CALENDAR YEAR. ACCORDINGLY, THE UNIVERSITY IS REPORTING FORMER PRESIDENT HENNESSY AS A FORMER OFFICER. 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) IN THE YEAR OF DEFERRAL 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 ACCRUE FUTURE FACULTY BENEFITS SUCH AS SABBATICAL AND TENURE BUYOUT PROVISIONS. 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY CP | ||||||||
| A | 521705592 | 13018AXY1 | 2017-04-11 | $300,000,000 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S | ||||||||
| B | 521705592 | 130175P89 | 2004-06-24 | $181,196,530 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3 | ||||||||
| C | 521705592 | 130178JD9 | 2007-06-19 | $153,277,097 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 | ||||||||
| D | 521705592 | 130178TQ9 | 2009-08-04 | $59,147,724 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $300,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $4,500,000 | $0 | $0 | false | false | false | Yes (true) | |
| B | $9,790,000 | $0 | $182,429,497 | $0 | $1,198,734 | $0 | $992,205 | $0 | $0 | $147,790,592 | $32,447,966 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2006 |
| C | $0 | $0 | $156,107,342 | $0 | $595,440 | $0 | $661,216 | $0 | $0 | $64,355,560 | $90,495,126 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2009 |
| D | $0 | $0 | $59,148,032 | $0 | $0 | $0 | $1,644 | $0 | $0 | $0 | $59,146,388 | $0 | false | Yes (true) | Yes (true) | Yes (true) | 2003 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K | FormAndLineReferenceDesc |
| Explanation | TAX-EXEMPT BONDS FOR MORE THAN 30 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 PERCENT LESS ENERGY AND 90 PERCENT 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 PERCENT 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 UNIVERSITYS BIOLOGY, CHEMISTRY, MATHEMATICS, STATISTICS AND CHEMICAL ENGINEERING COLLECTIONS AND AMPLE STUDY SPACE. FORM 990, SCHEDULE K, PART I, COLUMN C CUSIP NUMBER CEFA TAX EXEMPT COMMERCIAL PAPER ("TECP") DATED 4/11/17 WAS ASSIGNED A UNIQUE BLOCK OF 900 CUSIP NUMBERS UPON ISSUANCE. A NEW CUSIP NUMBER IS ASSIGNED TO EACH TRANCHE OF TECP THAT IS ISSUED. THE CUSIP NUMBER LISTED IS THE FIRST CUSIP NUMBER IN THE SERIES AND WAS ASSIGNED AT THE ISSUANCE DATE, 4/11/17. FORM 990, SCHEDULE K, PART I, COLUMN F DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY CP - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES. B. 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 3/18/03. 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. C. 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. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 - ADVANCE REFUND $59,180,000 OF CEFA SERIES P REVENUE BONDS - ISSUED MARCH 30, 1999. E. 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. F. 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. G. 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. H. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 - ADVANCE REFUND CEFA SERIES P BONDS ISSUED ON 3/30/1999 AND PAY COSTS OF ISSUANCE. I. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-5 - REFUND TAXABLE COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES THAT WERE USED TO REFUND CEFA SERIES T-4 ISSUED ON MAY 15, 2008. J. 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. K. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. FORM 990, SCHEDULE K, PART II COMMERCIAL PAPER DEBT FOR CEFA CP, PART II, LINE 3 IS THE MAXIMUM AMOUNT OF COMMERCIAL PAPER THAT IS AUTHORIZED UNDER THAT ISSUE. ADDITIONAL AMOUNTS SPENT REPRESENT INVESTMENT EARNINGS. FORM 990, SCHEDULE K, PART II, LINE 3 TOTAL PROCEEDS THE DIFFERENCE BETWEEN LINE 3 AND SCHEDULE K, PART I, COLUMN (E) AMOUNTS REPRESENTS INVESTMENT EARNINGS. FORM 990, SCHEDULE K, PART III REFINANCING CEFA SERIES T-5, U-2, U-4 & U-5 PROCEEDS WERE USED TO REFINANCE DEBT ISSUED PRIOR TO JANUARY 1, 2003. ACCORDINGLY, PART III IS NOT COMPLETED FOR THESE ISSUES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 | ||||||||
| A | 521705592 | 130178VU7 | 2010-05-06 | $251,631,228 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 | ||||||||
| B | 521705592 | 130178M86 | 2012-04-17 | $99,193,766 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3 | ||||||||
| C | 521705592 | 130178X76 | 2013-05-15 | $351,795,122 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES SERIES U-4 | ||||||||
| D | 521705592 | 130178X84 | 2013-05-15 | $52,773,978 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $251,878,327 | $0 | $1,310,928 | $0 | $1,631,228 | $0 | $0 | $112,489,072 | $136,447,099 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $99,194,474 | $0 | $0 | $0 | $572,646 | $0 | $0 | $0 | $98,621,828 | $0 | 2003 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $351,884,550 | $0 | $7,095,560 | $0 | $1,249,348 | $0 | $0 | $337,716,685 | $5,825,277 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $52,773,989 | $0 | $0 | $0 | $191,291 | $0 | $0 | $0 | $52,582,697 | $0 | 2003 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | 0 | ||||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES SERIES U-5 | ||||||||
| A | 521705592 | 1301783X2 | 2014-05-14 | $150,450,962 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 | ||||||||
| B | 521705592 | 1301783W4 | 2014-05-14 | $350,002,728 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 | ||||||||
| C | 521705592 | 130179GV0 | 2016-06-22 | $250,000,550 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $150,451,764 | $0 | $0 | $0 | $2,211 | $0 | $0 | $0 | $150,449,552 | $0 | 2002 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $350,606,665 | $0 | $2,946,757 | $0 | $0 | $0 | $0 | $336,486,500 | $3,612,583 | $7,560,824 | Yes (true) | false | false | Yes (true) | |
| C | $0 | $0 | $251,386,696 | $0 | $264,488 | $0 | $0 | $0 | $0 | $63,130,233 | $1,386,146 | $186,605,828 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| C | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART III, LINES 4-5 | FormAndLineReferenceDesc |
| Explanation | 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 CP 0.0000% 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-5 0.0015% CEFA SERIES U-6 0.0000% CEFA SERIES U-7 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 B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES S HAD A REBATE CALCULATION PERFORMED ON DECEMBER 3, 2007. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES T-1 AND T-3 HAD A REBATE CALCULATION PERFORMED ON FEBRUARY 24, 2016. E. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-1 HAD A REBATE CALCULATION PERFORMED ON JUNE 21, 2013. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (24 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JOHN ETCHEMENDY | |||||||
| OFFICER | HOUSING | Yes (X) | $1,710,000 | $1,710,000 | false | Yes (true) | Yes (true) |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $25,000 | $25,000 | false | Yes (true) | Yes (true) |
| MARTIN SHELL | |||||||
| OFFICER | HOUSING | Yes (X) | $1,000,000 | $750,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $1,695,000 | $1,601,732 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $1,150,000 | $1,150,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $780,534 | $780,534 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $719,466 | $513,904 | false | Yes (true) | Yes (true) |
| ROBERT WALLACE | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| ROBERT WALLACE | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $200,000 | $200,000 | false | Yes (true) | Yes (true) |
| ROBERT WALLACE | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $100,000 | $80,000 | false | Yes (true) | Yes (true) |
| ROBERT WALLACE | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $3,000,000 | $3,000,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $250,000 | $250,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $100,000 | $100,000 | false | Yes (true) | Yes (true) |
| ELIZABETH ZACHARIAS | |||||||
| OFFICER | HOUSING | Yes (X) | $100,000 | $90,000 | false | Yes (true) | Yes (true) |
| PHILIP PIZZO | |||||||
| FORMER OFFICER | HOUSING | Yes (X) | $1,500,000 | $1,500,000 | false | Yes (true) | Yes (true) |
| PHILIP PIZZO | |||||||
| FORMER OFFICER | HOUSING | Yes (X) | $1,211,800 | $1,211,800 | false | Yes (true) | Yes (true) |
| PERSIS DRELL | |||||||
| OFFICER | HOUSING | Yes (X) | $600,000 | $403,034 | false | Yes (true) | Yes (true) |
| PERSIS DRELL | |||||||
| OFFICER | HOUSING | Yes (X) | $175,000 | $175,000 | false | Yes (true) | Yes (true) |
| HARRY ELAM | |||||||
| OFFICER | HOUSING | Yes (X) | $150,000 | $150,000 | false | Yes (true) | Yes (true) |
| HARRY ELAM | |||||||
| OFFICER | HOUSING | Yes (X) | $350,000 | $350,000 | false | Yes (true) | Yes (true) |
| HARRY ELAM | |||||||
| OFFICER | HOUSING | Yes (X) | $235,000 | $164,500 | false | Yes (true) | Yes (true) |
| HARRY ELAM | |||||||
| OFFICER | HOUSING | Yes (X) | $600,000 | $600,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $16,905,504 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JEANNE MARIE DAVILA | |||
| SEE PART V | $232,294 | COMPENSATION | false |
| THOMAS BYERS | |||
| SEE PART V | $423,389 | COMPENSATION | false |
| BETH MCLELLAN | |||
| SEE PART V | $86,865 | COMPENSATION | false |
| SUSAN LIAUTAUD | |||
| SEE PART V | $20,998 | COMPENSATION | false |
| MARY HYNES | |||
| SEE PART V | $21,333 | COMPENSATION | false |
| JIM WELCH | |||
| SEE PART V | $177,999 | COMPENSATION | false |
| TANYA LUHRMANN | |||
| SEE PART V | $230,331 | COMPENSATION | false |
| MICHELE ELAM | |||
| SEE PART V | $265,849 | COMPENSATION | false |
| CHRISTIAN TESSIER-LAVIGNE | |||
| SEE PART V | $34,333 | COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II | LOANS TO/FROM INTERESTED PERSONS: IN A PROGRAM TO ATTRACT AND RETAIN EXCELLENT FACULTY AND SENIOR STAFF, THE UNIVERSITY PROVIDES HOME MORTGAGE FINANCING ASSISTANCE, PRIMARILY IN THE FORM OF SUBORDINATED LOANS, TYPICALLY IN CONJUNCTION WITH FIRST MORTGAGE LOANS PROVIDED BY PRIVATE LENDERS. THESE LOANS ARE COLLATERALIZED BY DEEDS OF TRUST ON PROPERTIES IN THE REGION SURROUNDING THE UNIVERSITY. DEPENDING ON CIRCUMSTANCES, THE BORROWER WILL RECEIVE A COMBINATION OF LOANS WITH VARYING INTEREST RATE AND PRINCIPAL PAYMENT TERMS. ELIGIBLE FACULTY AND SENIOR STAFF MAY ALSO RECEIVE A TAXABLE STIPEND TO ASSIST IN SERVICING THEIR MORTGAGE DEBT. FROM TIME TO TIME, CERTAIN OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY MAY BE ELIGIBLE FOR SUCH SUPPORT. EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS IS IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES (COLUMN H) AND THE LOAN TERMS ARE CONSISTENT WITH THOSE MADE AVAILABLE TO ELIGIBLE EMPLOYEES. 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. WITH REGARD TO THE QUESTION "LOAN TO OR FROM THE ORG.?", A "NO" RESPONSE REPRESENTS THAT THE LOAN IS FROM THE UNIVERSITY. |
| SCHEDULE L, PART III | GRANTS TO INTERESTED PERSONS: THE ONLY GRANT RELATED TRANSACTIONS ARE THOSE IN WHICH AN INTERESTED PERSON PAYS TUITION, ROOM AND/OR BOARD COSTS OR RECEIVES FINANCIAL AID, WORK/STUDY ASSISTANCE, AND/OR RESEARCH GRANTS FOR A STUDENT AT THE UNIVERSITY. SUCH AMOUNTS WOULD BE IN ACCORDANCE WITH FINANCIAL AID OR GRANT PRACTICES AND ARE PROTECTED UNDER FERPA, THEREFORE, THEY CAN NOT BE DISCLOSED ON PART III. |
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: CERTAIN STANFORD EMPLOYEES HAVE A FAMILY RELATIONSHIP WITH A LISTED PERSON. GENERALLY, SUCH EMPLOYEES WERE EITHER HIRED PRIOR TO THE LISTED PERSONS 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 PERSONS 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 ENPLOYEE. NEITHER WERE THEY RESPONSIBLE FOR THE COMPENSATION, DIRECTION, EVALUATION OR CONTINUED EMPLOYMENT OF THE RELATED EMPLOYEE. (A) NAME OF THE INTERESTED PERSON: JEANNE MARIE DAVILA (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SISTER OF PROVOST JOHN ETCHEMENDY (C) AMOUNT OF TRANSACTION: $170,900 IN CASH COMPENSATION AND $61,394 IN BENEFITS DURING FISCAL YEAR 2017 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: THOMAS BYERS (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: BROTHER OF TRUSTEE, BROOK BYERS (C) AMOUNT OF TRANSACTION: $388,076 IN CASH COMPENSATION AND $35,313 IN BENEFITS DURING FISCAL YEAR 2017 EARNED IN HIS FULL TIME FACULTY POSITION AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: BETH MCLELLAN (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF TRUSTEE, FRED ALVAREZ (C) AMOUNT OF TRANSACTION: $78,745 IN CASH COMPENSATION AND $8,120 IN BENEFITS DURING FISCAL YEAR 2017 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: SUSAN LIAUTAUD (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF TRUSTEE, BERNARD LIAUTAUD (C) AMOUNT OF TRANSACTION: $20,998 IN CASH COMPENSATION DURING FISCAL YEAR 2017 EARNED IN HER POSITION AS LECTURER IN LAW 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: $21,333 IN CASH COMPENSATION DURING FISCAL YEAR 2017 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 DEAN RICHARD SALLER (C) AMOUNT OF TRANSACTION: $201,032 IN CASH COMPENSATION AND $29,299 IN BENEFITS DURING FISCAL YEAR 2017 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: MICHELE ELAM (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF VP ARTS, HARRY ELAM (C) AMOUNT OF TRANSACTION: $231,387 IN CASH COMPENSATION AND $34,462 IN BENEFITS DURING FISCAL YEAR 2017 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: JIM WELCH (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PROVOST, PERSIS DRELL (C) AMOUNT OF TRANSACTION: $160,218 IN CASH COMPENSATION AND $17,781 IN BENEFITS DURING FISCAL YEAR 2017 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: CHRISTIAN TESSIER-LAVIGNE (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SON OF PRESIDENT AND TRUSTEE, MARC TESSIER-LAVIGNE (C) AMOUNT OF TRANSACTION: $34,198 IN CASH COMPENSATION AND $135 IN BENEFITS DURING FISCAL YEAR 2017 EARNED IN HIS POSITION AS RESEARCH DATA ANALYST AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 304 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1820 | ContributionCnt |
| Noncash Contributions Rpt F990 | $257,275,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $672,036 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,006,740 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,820,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HOUSEHOLD GOODS | 1 | $2,835 | FAIR MARKET VALUE |
| Yes (X) | MUSICAL ITEMS & INSTRUMENTS | 2 | $54,824 | FAIR MARKET VALUE |
| Yes (X) | COMPUTERS AND ACCESSORIES | 8 | $420,304 | FAIR MARKET VALUE |
| Yes (X) | OTHER EQUIPMENT | 10 | $839,452 | FAIR MARKET VALUE |
| Yes (X) | BOOKS | 1 | $4,972 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 27 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I | FormAndLineReferenceDesc |
| Explanation | IN COLUMN B, STANFORD IS REPORTING THE NUMBER OF CONTRIBUTIONS. LINE 32A, USE OF THIRD-PARTY - STANFORD MAY, FROM TIME TO TIME, ENGAGE THIRD PARTIES (E.G., REAL ESTATE BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS. LINE 33, NON-CASH CONTRIBUTIONS - WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, ARTIFACTS, AND THE LIKE, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, LINE K | FORM OF ORGANIZATION THE LELAND STANFORD JUNIOR UNIVERSITY WAS FOUNDED BY SENATOR AND MRS. LELAND STANFORD ON NOVEMBER 11, 1885, IN MEMORY OF THEIR ONLY CHILD, LELAND, JR. THE FOUNDING WAS ACCOMPLISHED BY A GRANT OF ENDOWMENT, KNOWN AS THE FOUNDING GRANT, WHICH CONVEYED IN TRUST TO A BOARD OF TRUSTEES CERTAIN PROPERTIES, DIRECTED THAT A UNIVERSITY BE ESTABLISHED AND OUTLINED THE OBJECTIVES AND GOVERNMENT OF THE UNIVERSITY. SUBSEQUENT LEGISLATION IN THE STATE OF CALIFORNIA GRANTED THE UNIVERSITY CORPORATE POWERS EFFECTIVE 1901. ACCORDINGLY, STANFORD HAS ELECTED TO BE TREATED AS A CORPORATION FOR THE PURPOSES OF THE ADMINISTRATION OF FEDERAL AND STATE INCOME TAX LAW. FORM 990, PART I, LINE 6 VOLUNTEERS THERE ARE THOUSANDS OF ALUMNI AND FRIENDS OF STANFORD UNIVERSITY WHO VOLUNTEERED THEIR SERVICES TO STANFORD OVER THE COURSE OF THE YEAR. EXAMPLES OF THE WIDE SPECTRUM OF VOLUNTEER SERVICES INCLUDE SERVING AS A MEMBER OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, SERVING ON A FUNDRAISING COMMITTEE, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 11,000 ALUMNI 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 2,219 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,056 UNDERGRADUATE AND 9,368 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 IN BEHALF OF HUMANITY AND CIVILIZATION, TEACHING THE BLESSINGS OF LIBERTY REGULATED BY LAW, AND INCULCATING LOVE AND REVERENCE FOR THE GREAT PRINCIPLES OF GOVERNMENT AS DERIVED FROM THE INALIENABLE RIGHTS OF MAN TO LIFE, LIBERTY, AND THE PURSUIT OF HAPPINESS." |
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $1,839,111,869 INCLUDING GRANTS OF $36,296,446; REVENUE $850,815,834) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 16,424 STUDENTS, INCLUDING 7,056 UNDERGRADUATE AND 9,368 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,219 -PERSON FACULTY INCLUDES 19 NOBEL PRIZE WINNERS AND FOUR PULITZER PRIZE WINNERS. STANFORD HAS SEVEN SCHOOLS: BUSINESS, EARTH, ENERGY & ENVIRONMENTAL SCIENCES, EDUCATION, ENGINEERING, HUMANITIES AND SCIENCES, LAW, AND MEDICINE. UNDERGRADUATES CHOOSE AMONG 60 MAJORS AND ARE ENCOURAGED TO LEARN CRITICAL THINKING SKILLS THROUGH RESEARCH. SEVEN SCHOOLS ON ONE CAMPUS OFFER STUDENTS BOUNDLESS OPPORTUNITIES TO PURSUE THEIR PASSIONS AND COLLABORATE ON SOLVING COMPLEX GLOBAL PROBLEMS. IN CLOSE INTERACTION WITH FACULTY, STANFORD STUDENTS CREATE AND APPLY KNOWLEDGE BY THINKING AND DOING, PREPARING FOR LEADERSHIP IN A RAPIDLY CHANGING WORLD. |
| FORM 990, PART III, LINE 4B | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $1,149,556,817 INCLUDING GRANTS OF $24,436,641; $197,324,390 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, NANOTECHNOLOGY, BIOENGINEERING, COMPUTING TECHNOLOGY, REFORM OF OUR NATION'S SCHOOLS AND ENVIRONMENTAL SUSTAINABILITY. THROUGH BOTH BASIC AND APPLIED RESEARCH, STANFORD IS COMMITTED TO PROVIDING NEW KNOWLEDGE THAT FUELS OUR NATIONAL ECONOMY AND TO TRAINING GRADUATE STUDENTS WHO WILL BECOME TOMORROW'S TEACHERS AND RESEARCHERS. ENTREPRENEURIAL STANFORD FACULTY MEMBERS ARE KNOWN FOR THEIR ABILITY TO CROSS INTERDISCIPLINARY BOUNDARIES TO CREATE TEAMS OF RESEARCHERS ABLE TO PROVIDE NEW INSIGHTS TO COMPLEX, WORLDWIDE PROBLEMS. |
| FORM 990, PART III, LINE 4C | STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS (EXPENSES $1,113,052,759 INCLUDING GRANTS OF $778,122; REVENUE $1,209,885,393.) UNIVERSITY AUXILIARY ACTIVITIES: INCLUDES AMONG OTHERS PATIENT 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 84 PERCENT OF THE PATIENT CARE AT STANFORD HEALTH CARE AND 96 PERCENT 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 6,569 UNDERGRADUATE STUDENTS AND 5,993 GRADUATE STUDENTS. 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 $1,002,281,693 INCLUDING GRANTS OF $400,176,546; REVENUE $460,940,347) ACADEMIC SUPPORT AND PUBLIC SERVICE $431,325,681 STUDENT FINANCIAL AID $286,851,321 SLAC CONSTRUCTION AND OTHER $284,104,691 TOTAL OTHER PROGRAM SERVICE EXPENSES $1,002,281,693 ACADEMIC SUPPORT AND PUBLIC SERVICE: STANFORD SUPPORTS 20 LIBRARIES. THE COLLECTIONS OF BOOKS, JOURNALS, SCORES AND PRINTED REFERENCE WORKS COMPRISE MORE THAN 9.5 MILLION PHYSICAL VOLUMES, 1.8 MILLION E-BOOKS, HALF A MILLION AUDIOVISUAL MATERIALS, MORE THAN 451,000 SERIALS, THOUSANDS OF OTHER DIGITAL RESOURCES AND NEARLY 200,000 MICROFORM TITLES. SPECIAL COLLECTIONS INCLUDE ABOUT 222,000 RARE BOOKS AND MORE THAN 59 MILLION PAGES OF MATERIALS. THE STANFORD UNIVERSITY INFORMATION TECHNOLOGY NETWORK AND INFRASTRUCTURE INCLUDES MORE THAN 258,400 ACTIVE DEVICES WITH ASSIGNED INTERNET PROTOCOL ADDRESSES. STANFORD UNIVERSITY NETWORK TRANSPORTS 40 TERABYTES OF INCOMING DATA AND 30 TERABYTES OF DATA OUTGOING BETWEEN STANFORD AND THE INTERNET EACH DAY. STUDENT SERVICES INCLUDE, AMONG OTHERS, THE DEAN OF STUDENT LIFE OFFICE, THE REGISTRAR, THE ADMISSIONS OFFICE, THE FINANCIAL AID OFFICE, AND THE OFFICE FOR RELIGIOUS LIFE. 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 CARRIED ON DOE'S BOOKS. ACCORDINGLY, CONSTRUCTION EXPENDITURES ARE RECORDED AS EXPENDITURES HEREIN. |
| FORM 990 PART IV, LINES 12A AND 12B | AUDIT OF FINANCIAL STATEMENTS STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED AUGUST 31, 2017 AND AUGUST 31, 2016 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 CHILDRENS HOSPITAL AT STANFORD, INCLUDING THEIR RESPECTIVE CONTROLLED AFFILIATES ("THE HOSPITALS"). IN ADDITION, THE FINANCIAL STATEMENTS PRESENT CONSOLIDATING STATEMENTS THAT DISCLOSE SEPARATELY THE ACCOUNTS OF THE UNIVERSITY FROM THOSE OF THE HOSPITALS. UNDER SEPARATE COVER, THE HOSPITALS PROVIDE AUDITED FINANCIAL STATEMENTS OF THEIR OWN ACCOUNTS. PWC UTILIZES SEPARATE AUDIT TEAMS TO CONDUCT THE AUDIT ENGAGEMENTS OF STANFORD AND THE HOSPITALS. EACH AUDIT IS CONDUCTED BY QUALIFIED PROFESSIONAL ACCOUNTANTS WITH AUDIT PLANS DESIGNED FROM THE SEPARATE ACCOUNTS FOR THE RESPECTIVE ENTITIES, IN ACCORDANCE WITH GENERALLY ACCEPTED AUDITING STANDARDS. |
| FORM 990, PART V, LINE 4B | STANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK OR INVESTMENT ACCOUNTS IN THE FOLLOWING COUNTRIES: CAYMAN ISLANDS; CHILE; CHINA; FRANCE; GERMANY; GHANA; HONG KONG; ITALY; KENYA; MAURITIUS; SOUTH AFRICA; SPAIN; TURKEY; UNITED KINGDOM. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS THE FOLLOWING INDIVIDUALS LISTED ON PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - KAVITARK RAM SHRIRAM IS A DIRECTOR OF ALPHABET INC. AND GOOGLE INC., WHERE RUTH PORAT SERVES AS CHIEF FINANCIAL OFFICER. - BROOK H. BYERS IS A DIRECTOR OF ENJOY, WHERE RONALD B. JOHNSON SERVES AS CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINES 11A & B | REVIEW OF THE FORM 990 THE FORM 990 IS PREPARED BY THE UNIVERSITY'S TAX DEPARTMENT IN CONSULTATION WITH THE OFFICE OF GENERAL COUNSEL, PAYROLL AND OTHER UNIVERSITY DEPARTMENTS. THE RETURN IS REVIEWED BY EXTERNAL ACCOUNTANTS, OUTSIDE COUNSEL, AND SENIOR MANAGEMENT INCLUDING THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE. 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 12C | CONFLICT OF INTEREST MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("TRUSTEES"), OFFICERS AND FACULTY MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES THAT ARE STRICTLY ENFORCED TO ENSURE THAT ALL TRANSACTIONS WITH THESE PARTIES ARE ARM'S LENGTH, AND THERE IS NO FAVORABLE TREATMENT AS A RESULT OF THESE RELATIONSHIPS. CONFLICTS OF INTEREST ARE REGULARLY MONITORED, AND APPLICABLE POLICY IS CONSISTENTLY ENFORCED. UNIVERSITY-WIDE COMPLIANCE INITIATIVES INCLUDE TRAINING AND DOCUMENTATION, REQUIRED ANNUAL DISCLOSURE AND FOLLOW-UP; MANAGEMENT CONTROLS; ENTERPRISE RISK MANAGEMENT; REGULAR INTERNAL AND EXTERNAL AUDITS; WHISTLE-BLOWER PROVISIONS; SUPERVISION; AND REVIEW. PERCEIVED VIOLATIONS WOULD BE INVESTIGATED AND ADDRESSED AS APPROPRIATE THROUGH VARIOUS SANCTIONS, INCLUDING FINANCIAL PENALTIES AND TERMINATION, DEPENDING UPON THE NATURE AND DEGREE OF THE CONFLICT. FOR OFFICERS, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH OFFICERS AND THEIR IMMEDIATE FAMILY. WHEN SUCH ASSOCIATIONS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE, IN THE BEST INTERESTS OF THE UNIVERSITY, ANY ACTUAL OR PERCEIVED CONFLICT. FACULTY MUST COMPLY WITH THE FACULTY CONFLICT OF INTEREST POLICY, WHICH REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY AND DISCLOSURE OF INTERESTS IN OUTSIDE ENTITIES THAT ARE SPONSORS OF THEIR TEACHING OR RESEARCH OR OTHER TRANSACTIONS WITH THE UNIVERSITY IN WHICH THEY ARE INVOLVED. ALL PERSONAL FINANCIAL INTERESTS RELATED TO STANFORD ACTIVITIES MUST BE REPORTED, REGARDLESS OF DOLLAR AMOUNT. FOR TRUSTEES, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES IS PERMITTED TO PARTICIPATE IN ANY DECISION RELATING TO AN ENTITY IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. THE CONFLICT OF INTEREST POLICY ALSO PRECLUDES THE UNIVERSITY FROM ENTERING INTO CERTAIN TRANSACTIONS WITH AN ENTITY IN WHICH A TRUSTEE HAS A MATERIAL FINANCIAL INTEREST UNLESS MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT. NAMELY, THE POLICY REQUIRES THAT SUCH TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY, AND OTHERWISE IN ACCORDANCE WITH SOUND CONFLICT MANAGEMENT PRACTICES. THE CONFLICT OF INTEREST POLICY REQUIRES EACH TRUSTEE TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATION THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF BOTH THE TOP MANAGEMENT OFFICIAL (PRESIDENT OF THE UNIVERSITY) AND OF OTHER OFFICERS/KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. IN THE CASE OF THE UNIVERSITY'S PRESIDENT, THE VICE PRESIDENT FOR HUMAN RESOURCES, AT A PRELIMINARY MEETING WITH A SUBCOMMITTEE OF THE BOARD COMMITTEE ON COMPENSATION, INCLUDING NON-EMPLOYEE TRUSTEES, PRESENTS AN ANALYSIS OF CURRENT RELEVANT MARKET DATA, CONTAINING SALARY INFORMATION OF INDIVIDUALS SERVING IN A COMPARABLE POSITION, OBTAINED FROM AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM. THE SAME MATERIALS ARE SENT TO THE FULL COMMITTEE. AT THE MEETING OF THE FULL COMMITTEE AND IN THE ABSENCE OF THE PRESIDENT, DISCUSSION OCCURS PRIOR TO A VOTE. MINUTES OF ALL MEETINGS ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. IN THE CASE OF OTHER OFFICERS/KEY EMPLOYEES, PER GUIDELINES IN THE COMMITTEE'S EXECUTIVE COMPENSATION POLICY AND PROCEDURES DOCUMENT, EACH YEAR THE VICE PRESIDENT FOR HUMAN RESOURCES PROVIDES CURRENT RELEVANT MARKET DATA AND THE HISTORICAL PAY INFORMATION RELATING TO THESE PERSONS TO THE PRESIDENT OR TO THE PROVOST BASED ON THE REPORTING STRUCTURE. THE PRESIDENT AND PROVOST PROPOSE CHANGES IN COMPENSATION BASED ON EACH INDIVIDUAL'S PERFORMANCE AND ON THE MARKET DATA. THE COMMITTEE ON COMPENSATION REVIEWS THE RECOMMENDATIONS AND, FOLLOWING DISCUSSION, APPROVES THE RECOMMENDATIONS AS SUBMITTED OR WITH MODIFICATIONS. MINUTES OF THE MEETING ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, FACULTY AND STAFF CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC ON STANFORD'S WEBSITE, AND UPON REQUEST TO THE OFFICE OF UNIVERSITY COMMUNICATIONS. |
| FORM 990, PART VII, SECTION A, COLUMN B | HOURS FOR RELATED ORGANIZATIONS IN CONNECTION WITH THEIR POSITIONS AT STANFORD, CERTAIN LISTED INDIVIDUALS MAY, FROM TIME TO TIME, PARTICIPATE IN ACTIVITIES OF A RELATED ORGANIZATION. WHERE THE LISTED INDIVIDUALS ARE TRUSTEES, DIRECTORS, OFFICERS, OR EMPLOYEES OF THE RELATED ORGANIZATION, THE TIME DEVOTED TO THE RELATED ORGANIZATION BY SUCH INDIVIDUALS IS GENERALLY REPORTED AS RELATED ORGANIZATION HOURS IN PART VII, SECTION A, LINE 1A, COLUMN (B), BELOW THE DOTTED LINE. IN ALL OTHER CASES, THE HOURS IN CONNECTION WITH SUCH PARTICIPATION ARE INCLUDED IN THE HOURS REPORTED FOR THE INDIVIDUALS' POSITIONS AT STANFORD UNIVERSITY IN PART VII, SECTION A, LINE 1A, COLUMN (B), ABOVE THE DOTTED LINE. |
| FORM 990, PART VII, SECTION B | INDEPENDENT CONTRACTORS IN THE PRESENTATION OF THE DATA APPEARING IN FORM 990, PART VII, SECTION B, STANFORD REPORTS DIRECT CASH COMPENSATION PAID TO PROFESSIONAL INDEPENDENT CONTRACTORS. COMMISSIONS, DISCOUNTS, AND MANAGEMENT FEES EMBEDDED IN AND/OR DEDUCTED FROM INVESTMENT RETURNS AND AMOUNTS PROVIDED TO VENTURE CAPITAL, PRIVATE EQUITY, AND HEDGE FUND GENERAL PARTNERS DUE TO THEIR "CARRIED INTEREST" IN PARTNERSHIPS IN WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $ 5,855,000 PAYMENTS TO LIVING TRUST BENEFICIARIES (124,384,291) NET HOSPITAL TRANSFERS 87,759,847 CHANGE IN VALUE OF SWAP AGREEMENTS 13,855,045 CHANGE IN NON-CONTROLLING INTEREST (45,709,674) ------------- $ (62,624,073) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 200 GREGORY STREET LLC | |||||||||
| 3160 PORTER DRIVE SUITE 200 | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | CO | $0 | $0 | STANFORD |
| ANTS AT WORK LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | RESEARCH | NM | $0 | $0 | STANFORD |
| ARCOLA LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | REAL ESTATE | DE | $0 | $0 | ARCOLA VENTU | |
| ARCOLA RESIDENTIAL DEVELOPMENT LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 800804754 | REAL ESTATE | DE | $0 | $0 | ARCOLA RESID |
| ARCOLA RETAIL DEVELOPMENT LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | REAL ESTATE | DE | $0 | $0 | ARCOLA VENTU | |
| ATFIV DIRECT LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | -$916,774 | $5,139 | STANFORD |
| CARDINAL NEWBURY GP LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $0 | STANFORD |
| CARDINAL NEWBURY LP LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $0 | STANFORD |
| CYPRESS MARINA HEIGHTS AHU LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | CA | $0 | $0 | STANFORD | |
| CYPRESS MARINA HEIGHTS LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 954887979 | INVESTMENTS | CA | $0 | $0 | CYPRESS MARI |
| CYPRESS MARINA PARTNERS LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | CA | -$9,653,034 | $42,628,896 | STANFORD | |
| FAIRFIELD NORHT SEA ENERGY LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $0 | STANFORD |
| GRE PROPERTIES II LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $2,965 | $4,741 | STANFORD |
| GRE PROPERTIES LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD |
| GREGORY STREET ACQUISITION LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | CO | $0 | $0 | STANFORD |
| HHBG SF Limited | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | REAL ESTATE | DE | $0 | $0 | STANFORD | |
| HP OUTLAWS LLC | |||||||||
| 3160 PORTER DRIVE SUITE 200 | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD |
| JPS NO 1 LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | -$1,122 | $22,459 | STANFORD |
| JPS NO 2 LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD |
| RED 238 LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $28,652,800 | STANFORD | |
| RED ALPINE LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $32,612,030 | STANFORD | |
| RED ALTA LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $111,878,278 | STANFORD | |
| RED ALVARADO LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $38,639,368 | STANFORD | |
| RED ARBORETUM LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $26,799,601 | STANFORD | |
| RED ARDENWOOD LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $12,452,933 | STANFORD | |
| RED BART LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $8,567,190 | STANFORD | |
| RED BROADWAY LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $35,268,658 | STANFORD | |
| RED CAMINO LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $7,620,255 | $15,228,183 | STANFORD | |
| RED DECOTO LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $25,744,655 | STANFORD | |
| RED DISH LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $8,573,027 | STANFORD | |
| RED LOMITA LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $24,730,346 | STANFORD | |
| RED MARINA LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $3,860,000 | STANFORD | |
| RED MARINER LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $119,711,127 | STANFORD | |
| RED POPLAR LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $1,620,658 | $31,125,181 | STANFORD | |
| RED QUARRY LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $135,435 | STANFORD | |
| RED RECIPE LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $0 | STANFORD | |
| RED SANDHILL LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $8,320,674 | STANFORD | |
| RED SKYLINE LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $58,310,487 | STANFORD | |
| RED VELD LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $9,151,877 | STANFORD | |
| ROCKY HILL PROPERTY LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 454672921 | REAL ESTATE | CA | $0 | $0 | STANFORD |
| SAA SIERRA PROGRAMS LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 800313657 | ALUM RELATION | CA | $7,289,242 | $11,807,908 | STANFORD |
| SAND HILL INVESTMENTS GP LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 412262027 | INVESTMENTS | DE | $0 | $0 | STANFORD |
| SAND HILL INVESTMENTS LP | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 371557441 | INVESTMENTS | DE | $0 | $0 | SAND HILL IN |
| SHOPS AT ARCOLA CENTER LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | DE | 94305 | REAL ESTATE | DE | $0 | $0 | SHOPS AT ARC | |
| SHOPS AT ARCOLA MEMBER LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | DE | 94305 | REAL ESTATE | DE | $0 | $0 | ARCOLA VENTU | |
| SHR HOTEL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 412277925 | REAL ESTATE | CA | $54,998,453 | $121,487,060 | STANFORD |
| SMC DE LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENTS | DE | $0 | $1 | STANFORD |
| SNOWCREEK VII LLC | |||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 954890334 | REAL ESTATE | CA | $0 | $0 | STANFORD |
| SPECIALTY EVENTS LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 273665473 | GEN. BUS. OPS | CA | $0 | $0 | STANFORD |
| STANFORD UNIVERSITY GLOBAL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | EDUCATION | CA | $0 | $1,662,269 | STANFORD |
| STANFORD UNIVERSITY OTL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | TECHNOLOGY | CA | $0 | $0 | STANFORD |
| STANFORD UNIVERSITY POWER LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | ENERGY RESOUR | DE | $0 | $0 | STANFORD |
| SU ACQUISITION LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $450,142 | $2,000,000 | STANFORD |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EAST PALO ALTO ACADEMY | ||||||||||||||||
| 475 POPE STREET | MENLO PARK | CA | 94025 | 202699147 | EDUCATIONAL | CA | 501(C)(3) | 2 | STANFORD | Yes (true) | ||||||
| HOSPITAL COMMITTEE FOR THE L-P AREAS | ||||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 941429628 | HOSPITAL | CA | 501(C)(3) | 3 | SHC | Yes (true) | ||||||
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S | ||||||||||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 770440090 | HEALTHCARE | CA | 501(C)(3) | 7 | LPCH | Yes (true) | ||||||
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||||||||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | ||||||
| PACIFIC 12 CONFERENCE | ||||||||||||||||
| 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | EDUCATIONAL | CA | 501(C)(3) | 12A, I | NA | false | ||||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||||||||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | Yes (true) | ||||||
| SHR HOLDINGS INC | ||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | Yes (true) | ||||||
| STANFORD FACULTY CLUB | ||||||||||||||||
| PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | FAC INTERACT. | CA | 501(C)(7) | N/A | STANFORD | Yes (true) | ||||||
| STANFORD FEDERAL CREDIT UNION | ||||||||||||||||
| 1860 EMBARCADERO RD | PALO ALTO | CA | 94303 | 941492212 | CREDIT UNION | CA | 501(C)(1) | N/A | STANFORD | Yes (true) | ||||||
| STANFORD HABITAT CONSERVATION BOARD | ||||||||||||||||
| 3160 PORTER DR STE 200 | PALO ALTO | CA | 94304 | 461882243 | CONSERVATION | CA | 501(C)(3) | 7 | STANFORD | Yes (true) | ||||||
| STANFORD HEALTH CARE | ||||||||||||||||
| 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | ||||||
| STANFORD HEALTH CARE ADVANTAGE | ||||||||||||||||
| 1221 BROADWAY 3RD FLOOR | OAKLAND | CA | 94612 | 464071746 | HEALTHCARE | CA | 501(c)(3) | 12A, I | SHC | Yes (true) | ||||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | ||||||||||||||||
| EDUCATION | 501(C)(3) | N/A | STANFORD | Yes (true) | WAVERLY BUSINESS PARK BUILDING 11 | CAPE TOWN | SF | SF | ||||||||
| STANFORD UNIVERSITY BOOKSTORE | ||||||||||||||||
| BLDG 60 MAIN QUAD NO 105 | STANFORD | CA | 94305 | 940894150 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | ||||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | ||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | Yes (true) | ||||||
| THE DUDLEY E CHAMBERS FOUNDATION | ||||||||||||||||
| JP MORGAN CHASE PO BOX 3038 | MILWAUKEE | WI | 53201 | 386841793 | SUPPORT | NY | 501(C)(3) | 12D, III-O | STANFORD | Yes (true) | ||||||
| THE FREIDENRICH SUPPORT FOUNDATION | ||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 300519583 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | ||||||
| THE HONG KONGSU CHARITABLE TRUST | ||||||||||||||||
| 986078093 | SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 1401 CAROLINE CENTER | PING ROAD | HK | HK | CAUSEWAY | ||||||
| THE STANFORD TRUST | ||||||||||||||||
| SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 65 HIGH STREET | OXFORD | UK | UK | OX1 46L | |||||||
| UNIVERSITY HEALTHCARE ALLIANCE | ||||||||||||||||
| 7999 GATEWAY BLVD STE 300 | NEWARK | CA | 94560 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | SHC | Yes (true) | ||||||
| VALLEYCARE MEDICAL FOUNDATION INC | ||||||||||||||||
| 5655 W LAS POSITAS BLVD 220 | PLEASANTON | CA | 94588 | 262593526 | SUPPRT SHC-VC | CA | 501(C)(3) | 10 | HOSP CMTE LP | Yes (true) | ||||||
| VALLEYCARE SENIOR HOUSING | ||||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 943382224 | SR. FACILITY | CA | 501(C)(3) | 12C, III-FI | HOSP CMTE LP | Yes (true) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOM PARTNERS LP | ||||||||||||||||||||
| 500 MADISON AVENUE | NEW YORK | NY | 10022 | 813083288 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $294,050,786 | false | $0 | false | 1.00000 | ||||||
| ALBUS SELECT FUND LP | ||||||||||||||||||||
| 750 MENLO AVENUE | MENLO PARK | CA | 94025 | 812064357 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $226,237,526 | false | $0 | false | 1.00000 | ||||||
| ARCOLA RESIDENTIAL VENTURE LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | 900818278 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $0 | false | $0 | false | 1.00000 | ||||||
| ARCOLA VENTURE LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | 371689632 | RE DEVELOPMENT | DE | STANFORD | EXCLUDED | $0 | $57,178,912 | false | $0 | false | 0.88750 | ||||||
| CANARY SC FUND LP | ||||||||||||||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | 475662144 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$527,997 | $22,397,884 | false | $0 | false | 1.00000 | ||||||
| CANARY SC MASTER FUND LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | CANARY SC FUND | $0 | $0 | false | $0 | false | CJ | |||||||||
| CARLSBAD CO-INVEST LP | ||||||||||||||||||||
| 51 JOHN F KENNEDY PARKWAY SUITE 2 | SHORT HILLS | NJ | 07078 | 471702425 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$21,855 | $339,542 | false | -$18,983 | false | 0.63690 | ||||||
| CEE EQUITY HOLDINGS LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | $163,035 | $89,963 | false | $0 | false | 1.00000 | JE | ELIZABETH HOUSE 9 CASTLE ST | ST HELIER | JERSEY | JE | JE4 2QP | ||||||
| CLAIRVUE CAPITAL PARTNERS II-TE 1 LP | ||||||||||||||||||||
| 150 CALIFORNIA STREET STE 850 | SAN FRANCISCO | CA | 94111 | 800909516 | INVESTMENTS | DE | STANFORD | EXCLUDED | $303,108 | $5,414,395 | false | $0 | false | 0.98620 | ||||||
| CLAIRVUE CAPITAL PARTNERS II-TE 2 LP | ||||||||||||||||||||
| 150 CALIFORNIA STREET STE 850 | SAN FRANCISCO | CA | 94111 | 800909556 | INVESTMENTS | DE | STANFORD | EXCLUDED | $61,459 | $1,080,686 | false | $0 | false | 0.66660 | ||||||
| EUCALIPTO FUND LTD | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | SBFF LTD | $0 | $0 | false | $0 | false | CJ | |||||||||
| EZP OPPORTUNITY LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $10,631,983 | false | $0 | false | 0.99100 | |||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | ||||||||||||||||||||
| 1345 AVE OF THE AMERICAS 45TH FL | NEW YORK | NY | 10105 | 980509639 | INVESTMENTS | STANFORD | EXCLUDED | $0 | $1 | false | $0 | false | 0.71640 | CJ | ||||||
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | 943106323 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $479,168,624 | false | $0 | false | 0.97800 | ||||||
| FOXLANE LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | 813314647 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $264,333,558 | false | $0 | false | 0.97500 | ||||||
| HHBG-II Investment LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $132,708,433 | false | $0 | false | 0.75000 | |||||||
| KEB INVESTORS II LP | ||||||||||||||||||||
| 941156365 | INVESTMENTS | STANFORD | EXCLUDED | $1,557,189 | $366,860 | false | $0 | false | 0.63820 | BD | WASHINGTON MALL STE 304 7 REID ST | HAMILTON | HM 11 | BD | ||||||
| LSF V DHB HOLDINGS LP | ||||||||||||||||||||
| 2711 N HASKELL AVE STE 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $111,437 | false | $0 | false | 0.61875 | ||||||
| OUTLAWS CASINO LTD | ||||||||||||||||||||
| 3160 PORTER DR | PALO ALTO | CA | 94304 | 841457498 | HOLDING COMPANY | CO | HP OUTLAWS LLC | $0 | $0 | false | $0 | false | ||||||||
| PALO ALTO LP | ||||||||||||||||||||
| 981126622 | INVESTMENTS | STANFORD | EXCLUDED | $0 | $6,534,647 | false | $0 | false | 0.98880 | JE | 13 CASTLE STREET | ST HELIER JERSEY | JE | |||||||
| PROJECT EDISON PARTNERS FUND LP | ||||||||||||||||||||
| 55 E 52ND ST | NEW YORK | NY | 10055 | 473184706 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$257,901 | $0 | false | $0 | false | 0.66620 | ||||||
| RMS FOREST GROWTH II LP | ||||||||||||||||||||
| 30 INVERNESS CENTER PARKWAY STE 36 | BIRMINGHAM | AL | 35242 | 200841908 | INVESTMENTS | CA | STANFORD | EXCLUDED | $1,781,173 | $73,147,897 | false | $0 | false | 0.64370 | ||||||
| SANDPIPER FUND LP | ||||||||||||||||||||
| 2000 MCKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 260341626 | INVESTMENT | TX | STANFORD | EXCLUDED | -$87,480,737 | $12,602,557 | false | $0 | false | 0.99430 | ||||||
| SAROFIM MULTIFAMILY PARTNERS LP | ||||||||||||||||||||
| 8115 PRESTON RD ST400 | DALLAS | TX | 75225 | 201929002 | RE DEVELOPMENT | TX | STANFORD | EXCLUDED | $0 | $280,536 | false | $0 | false | 0.63750 | ||||||
| SCP REAL ASSETS FUND (A) LP | ||||||||||||||||||||
| 2498 SAND HILL RD | MENLO PARK | CA | 94025 | 203949682 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $8,389,510 | false | $249,746 | false | 0.62610 | ||||||
| SEQUOIA MFM OPERATING COMPANY LLC | ||||||||||||||||||||
| 770 WELCH ROAD LPCH- ADMIN MC5551 | PALO ALTO | CA | 94304 | 475060529 | MFM PROGRAM | CA | LPCH | $0 | $0 | false | $0 | false | ||||||||
| SIC SNOWCREEK VIII LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 275431605 | RE DEVELOPMENT | CA | STANFORD | EXCLUDED | -$87,115,551 | $350,000 | false | -$399,541 | false | 0.99870 | ||||||
| SP SMC PARTNERS LLC | ||||||||||||||||||||
| 2711 CENTERVILLE RD STE 400 | WILMINGTON | DE | 19808 | 473103791 | INVESTMENTS | DE | STANFORD | EXCLUDED | $718,096 | $48,305,072 | false | -$220,504 | false | 0.99900 | ||||||
| STANFORD EMANUEL RAD ONCOLOGY CENTER | ||||||||||||||||||||
| 825 DELBON AV | TURLOCK | CA | 95382 | 208885091 | RADIOLOGY | CA | SHC | $0 | $0 | false | $0 | false | ||||||||
| STANFORD PET-CT LLC | ||||||||||||||||||||
| 300 PASTEUR DR MC 5555 | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOST | CA | STANFORD | RELATED | $0 | $0 | false | $0 | false | 0.50000 | ||||||
| STANFORD-STARTX FUND LLC | ||||||||||||||||||||
| 3145 PORTER DR | PALO ALTO | CA | 94304 | 464297719 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$711,863 | $91,419,347 | false | $0 | Yes (true) | 0.66667 | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | ||||||||||||||||||||
| 1400 PAGE MILL ROAD MC5713 | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | SHC | $0 | $0 | false | $0 | false | ||||||||
| VEDA INVESTORS FUND LP | ||||||||||||||||||||
| ONE FAWCETT PL | GREENWICH | CT | 06830 | 811810345 | INVESTMETNS | DE | STANFORD | EXCLUDED | $14,219,569 | $523,245,300 | false | $0 | false | 1.00000 | ||||||
| VERMILION PEAK MASTER FUND | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | DE | VERMILION PEAK | $0 | $0 | false | $0 | false | |||||||||
| WOLFF REAL ESTATE PARTNERS III A LP | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | 474780701 | INVESTMENTS | DE | STANFORD | EXCLUDED | $0 | $23,832,013 | false | $0 | false | 0.92200 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPINE CHALET INC | ||||||||||||||||||
| PO BOX 9988 | SOUTH LAKE TAHOE | CA | 96158 | 941556099 | SKI LODGE | CA | SAA SIERRA PROG | C CORP | $0 | $0 | Yes (true) | |||||||
| BIENVILLE ARGENTINA OPPS OFFSHORE FUND | ||||||||||||||||||
| 405 LEXINGTON AVE 34TH FLOOR | NEW YORK | NY | 10174 | INVESTMENTS | STANFORD | C CORP | $41,686,277 | $9,440,217 | Yes (true) | CJ | 0.62800 | |||||||
| BISHOP ROCK OPPORTUNITY OFFSHORE FUND | ||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | STANFORD | C CORP | $1,157,066 | $26,705,374 | Yes (true) | CJ | 0.52100 | |||||||
| CANARY SC FUND LTD | ||||||||||||||||||
| 399 PARK AVE | NEW YORK | NY | 10022 | INVESTMENTS | STANFORD | C CORP | $264,770 | $289,234,249 | Yes (true) | CJ | 1.00000 | |||||||
| CLAT (16) | ||||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | $0 | $0 | |||||||||||||
| CRT (548) | ||||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | $0 | $0 | |||||||||||||
| EAST SAIL | ||||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | -$410,432 | $44,394 | Yes (true) | MP | 1.00000 | C/O INTL FS INC IFS COURT | TWENTYEIGHT CYBERCITY EBENE | MP | ||||||||
| GAVEA INVESTMENT FUND II-C LP | ||||||||||||||||||
| 980537952 | INVESTMENTS | STANFORD | C CORP | $4,640,761 | $523,241 | Yes (true) | CJ | 0.53000 | PO BOX 896GT HARBOUR CENTRE | GEORGE TOWN | CJ | CAYMAN ISLANDS | ||||||
| KAIZEN FUND | ||||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $0 | $895,044,526 | Yes (true) | CJ | 0.85400 | 1 NORTH BRIDGE RD 6-8 | SINGAPORE | SN | SINGAPORE | 179094 | ||||||
| LS ALBERTA III LP | ||||||||||||||||||
| C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | 980493425 | INVESTMENTS | STANFORD | C CORP | $0 | $277,658 | Yes (true) | CA | 1.00000 | ||||||
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOC | ||||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943287254 | REAL ESTATE | CA | STANFORD | C CORP | $0 | $0 | Yes (true) | 0.98800 | ||||||
| OTHER (7) | ||||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | $0 | $0 | |||||||||||||
| PIF (2) | ||||||||||||||||||
| CHARITABLE TR | CA | STANFORD | TRUST | $0 | $0 | |||||||||||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | ||||||||||||||||||
| 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | 900897686 | INSURANCE | HI | UHA | C CORP | $0 | $0 | Yes (true) | |||||||
| SBFF LTD | ||||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $2,412,219 | $1,152,625,958 | Yes (true) | CJ | 1.00000 | PO BOX 1344 | GEORGE TOWN | CJ | ||||||||
| SEA SMOKE FUND LLC | ||||||||||||||||||
| INVESTMENTS | DE | SEA SMOKE FUND | C CORP | $0 | $0 | Yes (true) | 190 ELGIN AVENUE | GEORGE TOWN | CJ | GRAND CAYMAN | KY 9005 | |||||||
| SEA SMOKE FUND LTD | ||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | CA | STANFORD | C CORP | $0 | $265,013,038 | Yes (true) | 1.00000 | |||||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | ||||||||||||||||||
| EDUCATION | SU GLOBAL LLC | C CORP | $1,715,405 | $803,318 | Yes (true) | CH | 5275TH FLBLDG CACADEMY SOUTH RD | HAIDAN DISTRICT | CH | BEIJING | ||||||||
| STANFORD IN JAPAN GODO KAISHA | ||||||||||||||||||
| EDUCATION | STANFORD | C CORP | $793,431 | $436,550 | Yes (true) | JA | 1.00000 | DOSHISHA UNIVERSITY MEITOKUKAN-NAI | KAMIGYOKU | JA | KYOTO-SHI | |||||||
| STANFORD INDIA PVT LTD | ||||||||||||||||||
| EDUCATION | SU GLOBAL | C CORP | $0 | $468,677 | Yes (true) | IN | 1.00000 | 333 3RD FLOOR DEVIKA TOWER 6 NEH | SOUTH DELHI | IN | DELHI | |||||||
| STANFORD INTL MEDICAL SERVICES RAK FZE | ||||||||||||||||||
| PATIENT SRVC | SHC | C CORP | $0 | $0 | Yes (true) | AE | PO BOX 56500 | AE | ||||||||||
| STANFORD MEDICINE INTL (HONG KONG) CO LT | ||||||||||||||||||
| PATIENT SRVC | SHC | C CORP | $0 | $0 | Yes (true) | HK | 833 CHEUNG SHA WAN ROAD | KOWLOON | HK | HONG KONG | ||||||||
| STANFORD SGGS EUROPE INC | ||||||||||||||||||
| 131684331 | INVESTMENTS | STANFORD | C CORP | $1,133,884 | $714,529 | Yes (true) | CJ | 1.00000 | UGLAND HOUSE S CHURCH ST | PO BOX GT GEORGE TOWN | CJ | |||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | ||||||||||||||||||
| 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | 461132002 | RISK MGMT CON | CA | SUMIT HLDG INT | C CORP | $0 | $0 | Yes (true) | |||||||
| STRUCTURED SERVICING HOLDINGS (OFFSHORE) | ||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | STANFORD | C CORP | $35,000,000 | $180,043,179 | Yes (true) | CJ | 0.50100 | |||||||
| THE RUBRUM FUND | ||||||||||||||||||
| INVESTMENTS | STANFORD | C CORP | $7,099,472 | $236,971,274 | Yes (true) | CJ | 1.00000 | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | CAYMAN ISLANDS | |||||||
| VERMILION PEAK FUND | ||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | STANFORD | C CORP | $0 | $334,150,154 | Yes (true) | CJ | 1.00000 | |||||||
| WINTER ROCK ALTERNATIVE CREDIT I LP | ||||||||||||||||||
| 981140761 | INVESTMENTS | STANFORD | C CORP | $410,879 | $6,226,760 | Yes (true) | CJ | 0.98770 | PO BOX 10008 WILLOW HOUSE | GRAND CAYMAN | CJ | CAYMAN ISLANDS | KY1-1001 | |||||
| WINTER ROCK ALTERNATIVE CREDIT MASTER LP | ||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 943057297 | INVESTMENTS | WINTER ROCK ALT | C CORP | $0 | $0 | Yes (true) | CJ | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (84 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ADOM PARTNERS LP | ||
| B | $100,000,000 | BANK RECORDS |
| ALBUS SELECT FUND LP | ||
| B | $140,000,000 | BANK RECORDS |
| ARCOLA VENTURE LLC | ||
| B | $1,942,901 | BANK RECORDS |
| ARCOLA VENTURE LLC | ||
| S | $232,950 | BANK RECORDS |
| BIENVILLE ARGENTINA OPPS OFFSHORE FUND | ||
| S | $116,686,276 | BANK RECORDS |
| BISHOP ROCK OPPORTUNITY OFFSHORE FUND | ||
| S | $26,157,066 | BANK RECORDS |
| CANARY SC FUND LP | ||
| B | $20,814,437 | BANK RECORDS |
| CANARY SC FUND LP | ||
| S | $2,519,855 | BANK RECORDS |
| CANARY SC FUND LTD | ||
| B | $93,620,761 | BANK RECORDS |
| CANARY SC FUND LTD | ||
| S | $1,717,605 | BANK RECORDS |
| CEE EQUITY HOLDINGS LP | ||
| S | $163,035 | BANK RECORDS |
| CLAIRVUE CAPITAL PARTNERS II-TE 1 LP | ||
| B | $880,626 | BANK RECORDS |
| CLAIRVUE CAPITAL PARTNERS II-TE 1 LP | ||
| S | $2,454,614 | BANK RECORDS |
| CLAIRVUE CAPITAL PARTNERS II-TE 2 LP | ||
| B | $180,470 | BANK RECORDS |
| CLAIRVUE CAPITAL PARTNERS II-TE 2 LP | ||
| S | $497,705 | BANK RECORDS |
| EAST SAIL | ||
| B | $68,924 | BANK RECORDS |
| CARLSBAD CO-INVEST LP | ||
| B | $2,170,854 | BANK RECORDS |
| EZP OPPORTUNITY LP | ||
| B | $10,666,005 | BANK RECORDS |
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V LP | ||
| B | $312,132,678 | BANK RECORDS |
| FOXLANE LP | ||
| B | $225,000,000 | BANK RECORDS |
| GAVEA INVESTMENT FUND II-C LP | ||
| S | $4,640,761 | BANK RECORDS |
| HHBG-II INVESTMENT LP | ||
| B | $132,708,433 | BANK RECORDS |
| KAIZEN FUND | ||
| B | $423,854,929 | BANK RECORDS |
| KEB INVESTORS II LP | ||
| S | $1,557,189 | BANK RECORDS |
| LS ALBERTA III LP | ||
| S | $1,429,886 | BANK RECORDS |
| PROJECT EDISON PARTNERS FUND LP | ||
| S | $9,978,239 | BANK RECORDS |
| SANDPIPER FUND LP | ||
| B | $20,000,000 | BANK RECORDS |
| SANDPIPER FUND LP | ||
| S | $100,000,000 | BANK RECORDS |
| SBFF LTD | ||
| B | $100,000,000 | BANK RECORDS |
| SBFF LTD | ||
| S | $52,837,754 | BANK RECORDS |
| SCP REAL ASSETS FUND (A) LP | ||
| S | $1,173,423 | BANK RECORDS |
| SEA SMOKE FUND LTD | ||
| B | $85,000,000 | BANK RECORDS |
| SIC SNOWCREEK VIII LLC | ||
| B | $1,003,019 | BANK RECORDS |
| SIC SNOWCREEK VIII LLC | ||
| S | $11,939,549 | BANK RECORDS |
| SP SMC PARTNERS LLC | ||
| B | $6,126,697 | BANK RECORDS |
| SP SMC PARTNERS LLC | ||
| S | $4,197,509 | BANK RECORDS |
| STANFORD INDIA PVT LTD | ||
| B | $468,677 | BANK RECORDS |
| STANFORD SGGS EUROPE INC | ||
| S | $1,133,884 | BANK RECORDS |
| STANFORD-STARTX FUND LLC | ||
| B | $23,113,545 | BANK RECORDS |
| STANFORD-STARTX FUND LLC | ||
| S | $900,390 | BANK RECORDS |
| STRUCTURED SERVICING HOLDINGS (OFFSHORE) LTD | ||
| S | $35,000,000 | BANK RECORDS |
| THE RUBRUM FUND | ||
| B | $74,679,028 | BANK RECORDS |
| THE RUBRUM FUND | ||
| S | $31,002,055 | BANK RECORDS |
| VERMILION PEAK FUND | ||
| B | $300,000,000 | BANK RECORDS |
| WINTER ROCK ALTERNATIVE CREDIT I LP | ||
| B | $2,794,350 | BANK RECORDS |
| WINTER ROCK ALTERNATIVE CREDIT I LP | ||
| S | $12,424,972 | BANK RECORDS |
| WINTER ROCK ALTERNATIVE CREDIT MASTER LP | ||
| S | $12,730,209 | BANK RECORDS |
| WOLFF REAL ESTATE PARTNERS III A LP | ||
| B | $22,811,061 | BANK RECORDS |
| ALPINE CHALET INC | ||
| A | $5,917 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| J | $1,794,164 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| K | $905,914 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| L | $276,983,125 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| M | $2,500,356 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| N | $932,192 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| R | $127,000 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| S | $20,633,175 | BOOK |
| STANFORD HEALTH CARE | ||
| J | $6,631,718 | BOOK |
| STANFORD HEALTH CARE | ||
| K | $7,070,075 | BOOK |
| STANFORD HEALTH CARE | ||
| L | $746,769,603 | BOOK |
| STANFORD HEALTH CARE | ||
| M | $40,234,548 | BOOK |
| STANFORD HEALTH CARE | ||
| N | $3,564,243 | BOOK |
| STANFORD HEALTH CARE | ||
| R | $2,748,000 | BOOK |
| STANFORD HEALTH CARE | ||
| S | $69,071,233 | BOOK |
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||
| Q | $219,497 | BOOK |
| STANFORD PET-CT LLC | ||
| L | $1,928,550 | BOOK |
| STANFORD PET-CT LLC | ||
| S | $7,072,180 | BOOK |
| SHR HOLDINGS INC | ||
| C | $17,571,926 | BOOK |
| SHR HOLDINGS INC | ||
| Q | $2,125,642 | BOOK |
| STANFORD (BEIJING) CONSULTING CO LTD (WFOE) | ||
| M | $1,705,921 | BOOK |
| STANFORD EMANUEL RAD ONCOLOGY CENTER | ||
| L | $482,823 | BOOK |
| STANFORD FACULTY CLUB | ||
| B | $387,305 | BOOK |
| STANFORD FACULTY CLUB | ||
| Q | $230,189 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| A | $236,859 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| L | $136,584 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| A | $825,000 | BOOK |
| STANFORD IN JAPAN GODO KAISHA | ||
| M | $793,407 | BOOK |
| STANFORD PROGRAMME(CAPE TOWN) NPC | ||
| B | $706,242 | BOOK |
| EAST PALO ALTO ACADEMY | ||
| B | $2,678,002 | BOOK |
| STANFORD UNIVERSITY BOOK STORE | ||
| A | $137,188 | BOOK |
| STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST | ||
| R | $8,436,923 | BOOK |
| THE DUDLEY E CHAMBERS FOUNDATION | ||
| C | $2,121,350 | BOOK |
| THE FREIDENRICH SUPPORT FOUNDATION | ||
| C | $5,000,000 | BOOK |
| THE HONG KONGSTANFORD UNIVERSITY CHARITABLE | ||
| C | $3,385,319 | BOOK |
| THE STANFORD TRUST | ||
| C | $3,308,442 | BOOK |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE (5) | FormAndLineReferenceDesc |
| Explanation | CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (6) CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (5) OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (6) POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART V, LINE (1) 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 2017. | ExplanationTxt |