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THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-15
IRS object ID
201631979349300448
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-15T12:12:56-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET STE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOARD OF TRUSTEES OF THE LELAND STANFORDBusinessNameLine1Txt
Business Name Line2JUNIOR UNIVERSITYBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% CHRISTOPHER CANELLOSInCareOfNm
Business Name ControlBOARBusinessNameControlTxt
Phone6507251732PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13145 PORTER DRIVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM SUZANNE CALANDRAPersonNm
Person TitleSR ASSOCIATE VP FOR FINANCEPersonTitleTxt
Phone6507251732PhoneNum
Signature2016-07-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRIZPreparerPersonNm
PTINP00853132PTIN
Phone2673303000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1STANFORD UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJohn HennessyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Building 10AddressLine1Txt
CityStanfordCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,572,755,723GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STANFORD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1885FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSTANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O.ActivityOrMissionDesc
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee35834TotalEmployeeCnt
Total Volunteers11000TotalVolunteersCnt
Total Gross UBI$117,106,594TotalGrossUBIAmt
PY Contributions Grants$1,821,722,630PYContributionsGrantsAmt
CY Contributions Grants$1,969,404,372CYContributionsGrantsAmt
PY Program Service Revenue$2,201,349,358PYProgramServiceRevenueAmt
CY Program Service Revenue$2,332,294,470CYProgramServiceRevenueAmt
PY Investment Income$1,579,276,073PYInvestmentIncomeAmt
CY Investment Income$1,612,622,067CYInvestmentIncomeAmt
PY Other Revenue$114,675,185PYOtherRevenueAmt
CY Other Revenue$121,084,211CYOtherRevenueAmt
PY Total Revenue$5,717,023,246PYTotalRevenueAmt
CY Total Revenue$6,035,405,120CYTotalRevenueAmt
PY Grants And Similar Paid$413,338,102PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$430,681,530CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,659,609,408PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,848,707,999CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$763,836PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$731,997CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,587,238CYTotalFundraisingExpenseAmt
PY Other Expenses$1,567,849,260PYOtherExpensesAmt
CY Other Expenses$1,770,805,789CYOtherExpensesAmt
PY Total Expenses$4,641,560,606PYTotalExpensesAmt
CY Total Expenses$5,050,927,315CYTotalExpensesAmt
PY Revenues Less Expenses$1,075,462,640PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$984,477,805CYRevenuesLessExpensesAmt
Total Assets BOY$35,227,473,556TotalAssetsBOYAmt
Total Assets EOY$36,213,882,456TotalAssetsEOYAmt
Total Liabilities BOY$6,006,332,328TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,780,402,229TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,221,141,228NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,433,480,227NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSTANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,613,004,544ExpenseAmt
Grant$41,076,721GrantAmt
Revenue$751,563,395RevenueAmt
DescINSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,159,430,326ExpenseAmt
Grant$21,789,454GrantAmt
Revenue$178,270,065RevenueAmt
DescORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B DOES NOT INCLUDE $1,096,386,460 IN GOVERNMENT RESEARCH SUPPORT. CONT'D SCH O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$962,598,778ExpenseAmt
Grant$1,105,644GrantAmt
Revenue$1,005,264,887RevenueAmt
DescUNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$692,005,267TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$366,709,711TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$397,196,123TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,427,038,915TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document28564IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee35834EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed15Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRISTOPHER CANELLOSPersonNm
Phone6507251732PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13145 PORTER DRIVEAddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN HENNESSY
PRESIDENT/TRUSTEE50.00.0Yes (X)Yes (X)$884,765$0$381,558
FRED W ALVAREZ
TRUSTEE2.00.0Yes (X)$0$0$0
ROBERT M BASS
TRUSTEE2.00.0Yes (X)$0$0$0
BROOK H BYERS
TRUSTEE2.00.0Yes (X)$0$0$0
JAMES E CANALES
TRUSTEE2.00.0Yes (X)$0$0$0
BRET E COMOLLI
TRUSTEE, APPOINTED 4/1/152.02.0Yes (X)$0$0$0
ROANN COSTIN
TRUSTEE2.00.0Yes (X)$0$0$0
JAMES G COULTER
Trustee2.00.0Yes (X)$0$0$0
DEBORAH A DECOTIS
TRUSTEE2.00.0Yes (X)$0$0$0
STEVEN A DENNING
TRUSTEE2.00.0Yes (X)$0$0$0
BRUCE W DUNLEVIE
TRUSTEE2.00.0Yes (X)$0$0$0
ANGELA S FILO
TRUSTEE, APPOINTED 4/1/152.00.0Yes (X)$0$0$0
ARMANDO GARZA
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN A GUNN
TRUSTEE2.02.0Yes (X)$0$0$0
GAIL B HARRIS
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTINE U HAZY
TRUSTEE2.00.0Yes (X)$0$0$0
RONALD B JOHNSON
TRUSTEE2.02.0Yes (X)$0$0$0
LATONIA G KARR
TRUSTEE2.00.0Yes (X)$0$0$0
FRANK D LEE
TRUSTEE2.03.0Yes (X)$0$0$0
BERNARD LIAUTAUD
TRUSTEE2.00.0Yes (X)$0$0$0
SUSAN R MCCAW
TRUSTEE2.00.0Yes (X)$0$0$0
LLOYD M METZ
TRUSTEE2.00.0Yes (X)$0$0$0
HAMID R MOGHADAM
TRUSTEE2.00.0Yes (X)$0$0$0
KENNETH E OLIVIER
TRUSTEE, APPOINTED 12/1/142.00.0Yes (X)$0$0$0
PAUL A ORMOND
TRUSTEE2.00.0Yes (X)$0$0$0
RUTH M PORAT
TRUSTEE2.00.0Yes (X)$0$0$0
LAURENE POWELL JOBS
TRUSTEE2.00.0Yes (X)$0$0$0
JEFFREY S RAIKES
TRUSTEE2.00.0Yes (X)$0$0$0
MINDY B ROGERS
TRUSTEE2.03.0Yes (X)$0$0$0
VICTORIA B ROGERS
TRUSTEE2.00.0Yes (X)$0$0$0
KAVITARK RAM SHRIRAM
TRUSTEE2.00.0Yes (X)$0$0$0
RONALD P SPOGLI
TRUSTEE2.00.0Yes (X)$0$0$0
SRINIJA SRINIVASAN
TRUSTEE2.00.0Yes (X)$0$0$0
ISAAC STEIN
TRUSTEE2.00.5Yes (X)$0$0$0
THOMAS F STEYER
TRUSTEE2.00.0Yes (X)$0$0$0
GENE SYKES
TRUSTEE2.00.0Yes (X)$0$0$0
VAUGHN C WILLIAMS
TRUSTEE2.03.0Yes (X)$0$0$0
JERRY YANG
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN ETCHEMENDY
PROVOST50.00.0Yes (X)$648,855$0$399,616
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO50.00.0Yes (X)$567,212$0$186,086
MARTIN SHELL
VP DEVELOPMENT50.00.0Yes (X)$669,960$0$180,473
DEBRA ZUMWALT
VP GENERAL COUNSEL50.00.0Yes (X)$601,384$0$71,038
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST50.00.0Yes (X)$706,789$0$164,329
DAVID DEMAREST
VP PUBLIC AFFAIRS50.00.0Yes (X)$730,357$0$51,676
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.50.00.0Yes (X)$400,868$0$56,761
WILLIAM MADIA
VP SLAC NAL38.00.0Yes (X)$488,855$0$29,022
DAVID JONES
VP HR, THROUGH 7/10/1550.00.0Yes (X)$349,715$0$50,922
JOHN POWERS
PRESIDENT, SMC, THROUGH 5/1/1550.00.0$2,391,674$0$200,182Yes (X)
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE50.07.0$1,599,819$0$372,985Yes (X)
RICHARD SALLER
DEAN, SCHOOL OF HUM & SCIENCES50.00.0$574,969$0$37,429Yes (X)
GARY STEINBERG
CHAIR, NEUROSURGERY50.00.0$1,306,634$0$51,544Yes (X)
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY50.00.0$1,697,087$0$37,964Yes (X)
DAVID SHAW
DIRECTOR OF FOOTBALL50.00.0$3,329,704$0$737,515Yes (X)
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC50.00.0$1,889,970$0$51,242Yes (X)
MARK HAYES
MNG DIR., SMC, THROUGH 11/7/1450.00.0$1,329,588$0$52,787Yes (X)
PHILIP A PIZZO
PROF & FORMER DEAN, SCH OF MED50.02.0$679,208$0$33,123Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,847,413TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,146,252TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5951IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE WHITING-TURNER CONTRACTING CO
PO BOX 17596BALTIMOREMD212971596CONSTRUCTION$188,521,107
VANCE BROWN INC
3197 PARK BOULEVARDPALO ALTOCA94306CONSTRUCTION$71,022,582
DEVCON CONSTRUCTION INC
690 GIBRALTAR DRMILPITASCA95035CONSTRUCTION$67,739,148
MCCARTHY BUILDING COMPANIES INC
2665 N 1st St 102SAN JOSECA95134CONSTRUCTION$17,958,366
HATHAWAY DINWIDDIE CONSTRUCTION CO
565 LAURELWOOD RDSANTA CLARACA950542419CONSTRUCTION$17,209,569
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K758CntrctRcvdGreaterThan100KCnt
Fundraising$1,873,289FundraisingAmt
Government Grants$1,096,386,460GovernmentGrantsAmt
All Other Contributions$871,144,623AllOtherContributionsAmt
Noncash Contributions$265,099,067NoncashContributionsAmt
Total Contributions$1,969,404,372TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT INCOME900099$824,202,076$824,202,076
GOVT.& NON GOVT.CONTRACT900099$178,270,065$178,270,065
PATIENT CARE900099$840,960,864$840,960,864
SPECIAL PROGRAMS900099$487,862,652$487,862,652
DRIVING RANGE713910$622,026$622,026

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$376,787TotalRevenueColumnAmt
Unrelated Business Revenue$376,787UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,332,294,470TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,759,573TotalRevenueColumnAmt
Unrelated Business Revenue$16,187,045UnrelatedBusinessRevenueAmt
Exclusion$232,572,528ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,716TotalRevenueColumnAmt
Exclusion$170,716ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,650,063TotalRevenueColumnAmt
Exclusion$7,650,063ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$145,954,421RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$34,747,030RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$111,207,391RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,207,391TotalRevenueColumnAmt
Exclusion$111,207,391ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,835,066,166SecuritiesAmt
Other$29,139,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,472,929,774SecuritiesAmt
Other$27,583,614OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,362,136,392SecuritiesAmt
Other$1,555,386OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,363,691,778TotalRevenueColumnAmt
Unrelated Business Revenue$99,920,736UnrelatedBusinessRevenueAmt
Exclusion$1,263,771,042ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$69,264FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,873,289ContriRptFundraisingEventAmt
Fundraising Direct Expenses$364,799FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$295,535TotalRevenueColumnAmt
Exclusion-$295,535ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,247,678GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,725,386CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,522,292TotalRevenueColumnAmt
Exclusion$2,522,292ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,035,405,120TotalRevenueColumnAmt
Related Or Exempt Func Income$2,331,295,657RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$117,106,594UnrelatedBusinessRevenueAmt
Exclusion$1,617,598,497ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,328,000TotalAmt
Program Services$21,328,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$401,194,864TotalAmt
Program Services$401,194,864ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,158,666TotalAmt
Program Services$8,158,666ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,952,387TotalAmt
Program Services$3,833,335ProgramServicesAmt
Management And General$6,242,861ManagementAndGeneralAmt
Fundraising$876,191FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$527,177TotalAmt
Program Services$337,393ProgramServicesAmt
Fundraising$189,784FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,267,992,619TotalAmt
Program Services$2,084,254,313ProgramServicesAmt
Management And General$131,949,166ManagementAndGeneralAmt
Fundraising$51,789,140FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$139,984,752TotalAmt
Program Services$119,225,991ProgramServicesAmt
Management And General$17,027,580ManagementAndGeneralAmt
Fundraising$3,731,181FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$303,282,698TotalAmt
Program Services$261,658,094ProgramServicesAmt
Management And General$33,147,384ManagementAndGeneralAmt
Fundraising$8,477,220FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$125,968,366TotalAmt
Program Services$106,019,127ProgramServicesAmt
Management And General$16,456,721ManagementAndGeneralAmt
Fundraising$3,492,518FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,873,657TotalAmt
Program Services$2,662,872ProgramServicesAmt
Management And General$210,785ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,779,288TotalAmt
Program Services$1,047,833ProgramServicesAmt
Management And General$10,631,788ManagementAndGeneralAmt
Fundraising$99,667FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$865,312TotalAmt
Program Services$218,174ProgramServicesAmt
Management And General$646,866ManagementAndGeneralAmt
Fundraising$272FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$65,986TotalAmt
Program Services$6,599ProgramServicesAmt
Management And General$59,387ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$731,997TotalAmt
Fundraising$731,997FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,622,713TotalAmt
Management And General$59,622,713ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$223,108,408TotalAmt
Program Services$177,682,074ProgramServicesAmt
Management And General$42,101,143ManagementAndGeneralAmt
Fundraising$3,325,191FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,586,321TotalAmt
Program Services$5,477,426ProgramServicesAmt
Management And General$26,951ManagementAndGeneralAmt
Fundraising$81,944FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$286,583,581TotalAmt
Program Services$251,919,981ProgramServicesAmt
Management And General$29,670,130ManagementAndGeneralAmt
Fundraising$4,993,470FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,733,092TotalAmt
Program Services$16,636,959ProgramServicesAmt
Management And General$9,441,395ManagementAndGeneralAmt
Fundraising$654,738FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$8,459,915TotalAmt
Program Services$3,788,793ProgramServicesAmt
Management And General$4,653,330ManagementAndGeneralAmt
Fundraising$17,792FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$203,328,116TotalAmt
Program Services$180,666,667ProgramServicesAmt
Management And General$20,129,239ManagementAndGeneralAmt
Fundraising$2,532,210FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$78,123,491TotalAmt
Program Services$72,154,805ProgramServicesAmt
Management And General$3,766,046ManagementAndGeneralAmt
Fundraising$2,202,640FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$5,422TotalAmt
Management And General$5,422ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,444,027TotalAmt
Program Services$14,519,668ProgramServicesAmt
Management And General$1,728,565ManagementAndGeneralAmt
Fundraising$195,794FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$89,314,361TotalAmt
Program Services$85,918,716ProgramServicesAmt
Management And General$2,835,952ManagementAndGeneralAmt
Fundraising$559,693FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$334,592,411TotalAmt
Program Services$285,310,209ProgramServicesAmt
Management And General$46,576,498ManagementAndGeneralAmt
Fundraising$2,705,704FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,052,883TotalAmt
Program Services$6,329,996ProgramServicesAmt
Management And General$13,668,203ManagementAndGeneralAmt
Fundraising$54,684FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT RENT & MAINTENANCE$9,747,301$8,430,481$1,178,547$138,273
PRINTING & PUBLICATION$11,548,847$8,737,529$1,425,000$1,386,318
SLAC NON-SALARY EXPENSE$204,770,497$204,687,065$76,685$6,747
RESEARCH SUBAWARDS$69,696,344$69,696,344

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$107,503,816TotalAmt
Program Services$25,136,941ProgramServicesAmt
Management And General$79,022,805ManagementAndGeneralAmt
Fundraising$3,344,070FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,050,927,315TotalAmt
Program Services$4,427,038,915ProgramServicesAmt
Management And General$532,301,162ManagementAndGeneralAmt
Fundraising$91,587,238FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$197,773BOYAmt
EOY$193,026EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$630,016,595BOYAmt
EOY$708,010,967EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$711,795,169BOYAmt
EOY$760,519,089EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$540,899,348BOYAmt
EOY$314,485,517EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$10,146,687BOYAmt
EOY$8,802,013EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$578,481,451BOYAmt
EOY$622,413,936EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,613,335BOYAmt
EOY$5,179,742EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$62,255,758BOYAmt
EOY$72,122,935EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,679,861,196LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,884,297,258LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,558,913,034BOYAmt
EOY$4,795,563,938EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,118,193,718BOYAmt
EOY$6,971,378,896EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,010,960,688BOYAmt
EOY$21,955,212,397EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,227,473,556BOYAmt
EOY$36,213,882,456EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,443,948,910BOYAmt
EOY$1,420,242,413EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$616,574,642BOYAmt
EOY$652,849,598EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,501,429,376BOYAmt
EOY$1,427,153,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,763,206,815BOYAmt
EOY$1,658,225,062EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$681,172,585BOYAmt
EOY$621,932,156EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,006,332,328BOYAmt
EOY$5,780,402,229EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,467,693,876BOYAmt
EOY$16,507,628,886EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,844,163,298BOYAmt
EOY$7,744,050,783EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,909,284,054BOYAmt
EOY$6,181,800,558EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,221,141,228BOYAmt
EOY$30,433,480,227EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,227,473,556BOYAmt
EOY$36,213,882,456EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$984,477,805ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$270,085,680NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$42,224,486OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,573,066,590CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,964,094,849CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,719,795,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,821,722,630CurrentTaxYearMinus1YearAmt
Current Tax Year$1,969,404,372CurrentTaxYearAmt
Total$9,048,083,542TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,573,066,590CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,964,094,849CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,719,795,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,821,722,630CurrentTaxYearMinus1YearAmt
Current Tax Year$1,969,404,372CurrentTaxYearAmt
Total$9,048,083,542TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$28,525,034SubstantialContributorsTotAmt
Public Support Total170$9,019,558,508PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,682,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$423,308,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$428,521,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$450,602,864CurrentTaxYearMinus1YearAmt
Current Tax Year$402,534,773CurrentTaxYearAmt
Total$1,999,650,101TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,097,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,217,464CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,341,565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,041,646CurrentTaxYearMinus1YearAmt
Current Tax Year$4,316,942CurrentTaxYearAmt
Total$26,014,639TotalAmt
FieldValueIRS element (for citing)
Total Support$11,073,748,282TotalSupportAmt
Gross Receipts Rltd Activities$10,208,535,737GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81450PublicSupportCY170Pct
Public Support PY1700.81414PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$481MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$76,579MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$20,598PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$380,489DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$75,598RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$11,751OtherActivitiesAmt
Total Lobbying Expenditures$565,496TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B - LOBBYING ACTIVITY EXPLANATIONFormAndLineReferenceDesc
ExplanationAN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES INVOLVED LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION OR OF COMPELLING IMPORTANCE TO STANFORD IN PARTICULAR. INSTITUTIONAL EFFORTS TO INFLUENCE LEGISLATION AND REGULATION ARE DIRECTED BY THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS. DURING FISCAL YEAR 2015, THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS CONSISTED OF SIX PROFESSIONAL STAFF MEMBERS, TWO SUPPORT PERSONS AND TWO CONTINGENT STAFF. THE UNIVERSITY DOES NOT HAVE A LOBBYING OFFICE IN EITHER WASHINGTON, DC OR SACRAMENTO, CA. DURING THIS PERIOD, THE UNIVERSITY HIRED AN 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 2015, 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: STUDENT ATHLETE BILL OF RIGHTS; GENETIC INFORMATION PRIVACY ACT; CAL GRANT PROGRAM; RENEWABLE ENERGY; STUDENT SAFETY; SEXUAL ASSAULT; POSTSECONDARY EDUCATION; ANIMAL RESEARCH. 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 STANFORD LINEAR ACCELERATOR CENTER; MEDICARE FUNDING FOR TEACHING HOSPITALS; RESEARCH POLICY; INTELLECTUAL PROPERTY; AND IMMIGRATION POLICY. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS WAS $1,257,359. THE ESTIMATED TOTAL EXPENSES FOR LOBBYING, INCLUDING DIRECT PREPARATION TIME BY GOVERNMENT AND COMMUNITY RELATIONS EMPLOYEES, AS DEFINED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER, AND PAYMENTS OF TRAVEL OR ENTERTAINMENT EXPENSES FOR FEDERAL OR LOCAL OFFICIALS, ARE ESTIMATED AS FOLLOWS: SALARIES AND BENEFITS $347,157 GENERAL OFFICE OVERHEAD $130,248 PAID CONSULTANT, COALITION DUES $65,985 DUES TO MEMBER ORGANIZATIONS $9,044 TRAVEL $13,062 TOTAL $565,496 AMOUNTS APPEARING ON PART II-B ARE REASONABLE ALLOCATIONS OF THE ABOVE EXPENSES. 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 $29,413. NEITHER STANFORD, NOR ANY TRUSTEE OR OFFICER OF STANFORD, ENGAGED IN THE ACTIVITY CONDUCTED BY THE INVESTMENT PARTNERSHIPS. 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.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held50DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held34FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$69,995,657DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$16,902,649FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$24,431,535DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$12,453,326FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$417,465,670DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$90,219,341FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,446,006,000BeginningYearBalanceAmt
Contributions$283,602,000ContributionsAmt
Investment Earnings Or Losses$1,551,374,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$237,370,999GrantsOrScholarshipsAmt
Other Expenditures$820,654,001OtherExpendituresAmt
End Year Balance$22,222,957,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,688,868,000BeginningYearBalanceAmt
Contributions$659,618,000ContributionsAmt
Investment Earnings Or Losses$3,082,735,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$222,843,748GrantsOrScholarshipsAmt
Other Expenditures$762,371,252OtherExpendituresAmt
End Year Balance$21,446,006,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,035,804,000BeginningYearBalanceAmt
Contributions$588,438,000ContributionsAmt
Investment Earnings Or Losses$1,985,298,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$208,922,228GrantsOrScholarshipsAmt
Other Expenditures$711,749,772OtherExpendituresAmt
End Year Balance$18,688,868,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,502,606,000BeginningYearBalanceAmt
Contributions$403,858,000ContributionsAmt
Investment Earnings Or Losses$1,000,446,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$196,918,322GrantsOrScholarshipsAmt
Other Expenditures$674,187,678OtherExpendituresAmt
End Year Balance$17,035,804,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,851,115,000BeginningYearBalanceAmt
Contributions$673,440,000ContributionsAmt
Investment Earnings Or Losses$2,763,132,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$182,421,410GrantsOrScholarshipsAmt
Other Expenditures$602,659,590OtherExpendituresAmt
End Year Balance$16,502,606,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.45162BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29096PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25742TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,912,583OtherCostOrOtherBasisAmt
Book Value$98,912,583BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,751,391,568OtherCostOrOtherBasisAmt
Depreciation$2,317,956,464DepreciationAmt
Book Value$3,433,435,104BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,617,442,001OtherCostOrOtherBasisAmt
Depreciation$1,321,492,176DepreciationAmt
Book Value$295,949,825BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,212,115,044OtherCostOrOtherBasisAmt
Depreciation$244,848,618DepreciationAmt
Book Value$967,266,426BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,795,563,938TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$1,300,473,154F
COLLATERAL FOR SECURITIES LOAN$110,086,545F
DERIVATIVES$58,991,744F
FIXED INCOME$1,350,767,953F
REAL ESTATE$6,439,576,404F
NATURAL RESOURCES$2,018,832,066F
PRIVATE EQUITIES$6,833,087,140F
ABSOLUTE RETURNS$5,529,101,682F
ASSETS HELD BY OTHER TRUSTEES$192,811,414F
OTHER INVESTMENTS$273,673,537F
ASSETS LIMITED TO USE-TRUSTEES$160,351,476F
HOSPITAL FUNDS IN MERGED POOL-$2,312,540,718F
FieldValueIRS element (for citing)
Total Book Value Securities$21,955,212,397TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SECURITY AGREEMENTS$132,425,278
US GOVERNMENT REFUNDABLE LOAN$54,081,015
INC.BENEFICIARY SHARE-SPLIT INT.$435,425,863
FieldValueIRS element (for citing)
Total Liability$621,932,156TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,858,037,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$270,085,680NetUnrealizedGainsInvstAmt
Other Revenue-$310,372,953OtherRevenueAmt
Revenue Not Reported-$40,287,273RevenueNotReportedAmt
Revenue Subtotal$5,898,324,273RevenueSubtotalAmt
Investment Expenses Not Incld$139,171,032InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,090,185OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$137,080,847RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,035,405,120TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,645,698,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,090,185OtherExpensesIncludedAmt
Expenses Not Reported$2,090,185ExpensesNotReportedAmt
Expenses Subtotal$4,643,607,815ExpensesSubtotalAmt
Investment Expenses Not Incld2$139,171,032InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$268,148,468OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$407,319,500ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,050,927,315TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART I, COLUMN (B)COLUMN (B) REPRESENTS FUNDS CREATED TO MAKE GRANTS ONLY WITHIN THE UNIVERSITY. SCHEDULE D, PART I, LINE 2 INCLUDED IN AGGREGATE CONTRIBUTIONS TO FUNDS ARE NEW GIFTS AS WELL AS TRANSFERS FROM OTHER ACCOUNTS WITHIN THE UNIVERSITY. SCHEDULE D, PART III, LINE 1A WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED. PROCEEDS FROM SALES OF SUCH ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS.
SCHEDULE D, PART III, LINE 4THE CANTOR ARTS CENTER AT STANFORD UNIVERSITY IS A MUSEUM COMMITTED TO INTELLECTUAL EXPLORATION AND THE PURSUIT OF KNOWLEDGE, FOSTERING A SENSE OF DISCOVERY THROUGH DIRECT EXPERIENCES WITH WORKS OF ART. THE CENTER COLLECTS, PRESERVES, AND STUDIES ART FROM ALL CULTURES AND PERIODS, SERVING THE UNIVERSITY AND THE PUBLIC THROUGH EXHIBITIONS AND PROGRAMS THAT INSPIRE THE UNDERSTANDING AND ENJOYMENT OF ART. THE ANDERSON COLLECTION IS AN OUTSTANDING ASSEMBLAGE OF MODERN AND CONTEMPORARY AMERICAN ART. THE COLLECTION IS ANCHORED IN THE WORK OF THE NEW YORK SCHOOL AND KEY MODERN AND CONTEMPORARY ARTISTS COLLECTED IN DEPTH, ACROSS MEDIA. MAJOR MOVEMENTS REPRESENTED INCLUDE ABSTRACT EXPRESSIONISM, COLOR FIELD PAINTING, POST-MINIMALISM, CALIFORNIA FUNK ART, BAY AREA FIGURATIVE ART, LIGHT AND SPACE, AND CONTEMPORARY PAINTING AND SCULPTURE. THE 121-WORK COLLECTION FEATURES 86 ARTISTS, INCLUDING JACKSON POLLACK, HELEN FRANKENTHALER AND RICHARD DIEBENKORN. ADMISSION TO THE MUSEUM IS FREE. THE COLLECTION, BUILT OVER 50 YEARS, WAS DONATED TO STANFORD BY HARRY W. AND MARY MARGARET ANDERSON AND MARY PATRICIA ANDERSON PENCE. SCHEDULE D, PART V, LINES 1B & 1E "CONTRIBUTIONS" (LINE 1B) INCLUDE CERTAIN INVESTMENT INCOME, CURRENT YEAR GIFTS TO ENDOWMENT, MATURED LIVING TRUSTS DIRECTED TO ENDOWMENT, AND CERTAIN OTHER FUNDS TRANSFERRED INTO THE ENDOWMENT. INCLUDED IN "OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS" (LINE 1E) ARE FUNDS DISTRIBUTED ANNUALLY FROM ENDOWMENT PRINCIPAL TO SUPPORT SUCH FACILITIES AND PROGRAMS. 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 4INTENDED USES OF THE ENDOWMENT FUNDS IN 1885, LELAND AND JANE LATHROP STANFORD SAID OF THEIR FOUNDING GRANT "IT SHALL CONSTITUTE THE FOUNDATION AND ENDOWMENT FOR THE UNIVERSITY HEREIN PROVIDED, AND UPON THE TRUST THAT THE PRINCIPAL THEREOF SHALL FOREVER REMAIN INTACT, AND THAT THE RENTS, ISSUES, AND PROFITS THEREOF SHALL BE DEVOTED TO THE FOUNDATION AND MAINTENANCE OF THE UNIVERSITY HEREBY FOUNDED AND ENDOWED, AND THE USES AND PURPOSES HEREIN MENTIONED." TODAY, STANFORD'S ENDOWMENT CONSISTS OF THOUSANDS OF INDIVIDUAL FUNDS, MANY OF WHICH ARE RESTRICTED TO PARTICULAR USES (E.G., SCHOLARSHIP FUNDS FOR UNDERGRADUATES, FELLOWSHIP FUNDS TO SUPPORT GRADUATE STUDENTS, RESEARCH FUNDS DIRECTED TO MANY DIFFERENT AREAS, PROGRAM SUPPORT FUNDS, FUNDS TO SUPPORT PROFESSORS, FUNDS TO SUPPORT LECTURES, FUNDS TO PROVIDE BUILDING AND GROUND MAINTENANCE, FUNDS TO SUPPORT THE UNIVERSITY'S MUSEUM, FUNDS TO SUPPORT THE ACQUISITION OF LIBRARY MATERIALS). THE FUNDS ARE INVESTED IN PERPETUITY FOR LONG TERM GROWTH AND THE PAYOUT IS USED FOR THE PURPOSE SET FORTH IN THE GIFT DOCUMENT. SOME ENDOWMENT FUNDS DO NOT HAVE PURPOSE RESTRICTIONS AND THE PAYOUT FROM THESE FUNDS IS USED TO SUPPORT THE GENERAL OPERATIONS AND INFRASTRUCTURE OF THE UNIVERSITY AS WELL AS MANY OTHER PARTS OF THE UNIVERSITY. ENDOWMENT PAYOUT IS A RELIABLE SOURCE OF CONTINUING SUPPORT AND IS 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 23% 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. STANFORD CONTINUES TO BE ONE OF FEW PRIVATE INSTITUTIONS THAT SEEKS TO ENROLL AND ADMIT THE VERY BEST APPLICANTS, REGARDLESS OF THEIR FAMILIES' INCOME AND PROVIDE SUFFICIENT FINANCIAL AID FOR ALL ADMITTED STUDENTS WHO HAVE UNIVERSITY-COMPUTED NEED, AND WHO MEET STATED FINANCIAL AND ELIGIBLE REQUIREMENTS, TO ATTEND THE UNIVERSITY. ENDOWMENT SUPPORT CONTRIBUTES GREATLY TO THE SUCCESS OF THESE EFFORTS. IN PART AS A RESULT OF ENDOWMENT SUPPORT OF STUDENT AID, STANFORD IS ABLE TO WAIVE THE TOTAL COST OF TUITION FOR MANY OF ITS DESERVING STUDENTS. STANFORD EXPECTS NO PARENTAL CONTRIBUTION TOWARD TUITION FROM PARENTS WITH ANNUAL INCOMES BELOW $125,000 AND TYPICAL ASSETS. THERE IS ZERO PARENTAL CONTRIBUTION TOWARD TUITION, ROOM OR BOARD FOR PARENTS WITH ANNUAL INCOMES BELOW $65,000 AND TYPICAL ASSETS. THE UNIVERSITY IS ALSO MINDFUL OF STUDENT DEBT, AND IT DOES NOT EXPECT STUDENTS TO BORROW TO MEET THEIR NEED. AS A RESULT, STANFORD STUDENTS GENERALLY INCUR LESS DEBT THAN THEIR PEERS AT OTHER UNIVERSITIES. FOR STUDENTS WHO CHOOSE TO BORROW, THE MEDIAN INDEBTEDNESS WAS $16,417 IN FY 15. THAT SAME YEAR, 78 PERCENT OF STANFORD UNDERGRADUATES RECEIVING DEGREES GRADUATED WITH NO DEBT - UP FROM 55 PERCENT IN FY 05 - EVIDENCE OF STANFORD'S GENEROUS AID PROGRAM. THIS FINANCIAL AID PROGRAM IS A DEMONSTRATION OF STANFORD'S COMMITMENT TO ACCESS FOR OUTSTANDING STUDENTS FROM ALL BACKGROUNDS - INCLUDING NOT ONLY THOSE FROM THE LOWEST SOCIOECONOMIC STATUS, BUT ALSO MIDDLE- AND UPPER-MIDDLE-CLASS FAMILIES WHO NEED OUR ASSISTANCE AS WELL. FOR THE YEAR ENDED AUGUST 31, 2015, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $297,066,007 STUDENT FINANCIAL AID $237,370,999 LIBRARIES $19,155,993
SCHEDULE D, PART X, LINE 2ASC 740 LIABILITY - IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS.
SCHEDULE D, PART XI, LINE 2DFINANCIAL AID $(260,615,588) CHANGE IN POST RETIREMENT BENEFIT OBLIGATION (85,091,000) PAYMENTS TO LIVING TRUST BENEFICIARIES (41,969,099) NET HOSPITAL TRANSFERS 89,962,766 CHANGE IN VALUE OF SWAP AGREEMENTS (5,127,152) SWAP INTEREST RECLASS (3,459,596) GIFT TO HOSPITAL RECLASS (4,073,284) Total:$(310,372,953)
SCHEDULE D, PART XI, LINE 4BEXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B $ (364,799) COST OF GOODS SOLD FROM 990 PART VIII, LINE 10B (1,725,386) TOTAL: $(2,090,185)
SCHEDULE D, PART XII LINE 2DEXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B $ 364,799 COST OF GOODS SOLD FROM 990 PART VIII, LINE 10B 1,725,386 TOTAL: $ 2,090,185 SCHEDULE D, PART XII LINE 4B FINANCIAL AID $ 260,615,588 SWAP INTEREST RECLASS 3,459,596 GIFT TO HOSPITAL RECLASSIFICATION 4,073,284 TOTAL: $ 268,148,468

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3STANFORD 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 6ASTANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS, AND CONSTRUCTION AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (299 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESTRAVEL STUDY$800
EAST ASIA AND THE PACIFICPROGRAM SERVICESTRAVEL STUDY$87,255
EUROPEPROGRAM SERVICESTRAVEL STUDY$52,608
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESTRAVEL STUDY$213,261
NORTH AMERICAPROGRAM SERVICESTRAVEL STUDY$8,324
SOUTH AMERICAPROGRAM SERVICESTRAVEL STUDY$24,776
SOUTH ASIAPROGRAM SERVICESTRAVEL STUDY$42,674
SUB-SAHARAN AFRICAPROGRAM SERVICESTRAVEL STUDY$18,665
EUROPEPROGRAM SERVICESSTUDY ABROAD - BOSP OX$4,260,039
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDY ABROAD - BOSP OP$2,082,717127
EUROPEPROGRAM SERVICESSTUDY ABROAD - BOSP OP$8,960,4885149
SOUTH AMERICAPROGRAM SERVICESSTUDY ABROAD - BOSP OP$944,552117
SUB-SAHARAN AFRICAPROGRAM SERVICESSTUDY ABROAD - BOSP OP$904,454117
ANTARCTICAPROGRAM SERVICESSAA STUDY TOURS$800,736
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESSAA STUDY TOURS$566,782
EAST ASIA AND THE PACIFICPROGRAM SERVICESSAA STUDY TOURS$851,501
EAST ASIA AND THE PACIFICPROGRAM SERVICESSAA STUDY TOURS$3,268,905
EUROPEPROGRAM SERVICESSAA STUDY TOURS$4,735,498
EUROPEPROGRAM SERVICESSAA STUDY TOURS$1,255,163
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESSAA STUDY TOURS$659,385
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESSAA STUDY TOURS$298,711
NORTH AMERICAPROGRAM SERVICESSAA STUDY TOURS$724,091
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESSAA STUDY TOURS$96,532
SOUTH AMERICAPROGRAM SERVICESSAA STUDY TOURS$797,207
SOUTH ASIAPROGRAM SERVICESSAA STUDY TOURS$494,159
SUB-SAHARAN AFRICAPROGRAM SERVICESSAA STUDY TOURS$644,526
SUB-SAHARAN AFRICAPROGRAM SERVICESSAA STUDY TOURS$469,234
EAST ASIA AND THE PACIFICPROGRAM SERVICESRESEARCH SUB-AWARD CON$268,651
EUROPEPROGRAM SERVICESRESEARCH SUB-AWARD CON$992,434
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESRESEARCH SUB-AWARD CON$227,374
NORTH AMERICAPROGRAM SERVICESRESEARCH SUB-AWARD CON$169,821
SOUTH ASIAPROGRAM SERVICESRESEARCH SUB-AWARD CON$186,797
SUB-SAHARAN AFRICAPROGRAM SERVICESRESEARCH SUB-AWARD CON$248,262
EAST ASIA AND THE PACIFICPROGRAM SERVICESRESEARCH - SLAC EXPENS$305,065
EUROPEPROGRAM SERVICESRESEARCH - SLAC EXPENS$1,065,282
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESRESEARCH - SLAC EXPENS$2,607
NORTH AMERICAPROGRAM SERVICESRESEARCH - SLAC EXPENS$45,167
SOUTH AMERICAPROGRAM SERVICESRESEARCH - SLAC EXPENS$3,265
SOUTH ASIAPROGRAM SERVICESRESEARCH - SLAC EXPENS$2,635
SUB-SAHARAN AFRICAPROGRAM SERVICESRESEARCH - SLAC EXPENS$346
EUROPEPROGRAM SERVICESRESEARCH - SLAC CERN$1,162,4619
EUROPEPROGRAM SERVICESRESEARCH - ATALHYK,$359,479133
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESRESEARCH$92,704
EAST ASIA AND THE PACIFICPROGRAM SERVICESRESEARCH$1,251,43010
EUROPEPROGRAM SERVICESRESEARCH$2,149,14917
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESRESEARCH$164,079
NORTH AMERICAPROGRAM SERVICESRESEARCH$493,8158
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESRESEARCH$57,452
SOUTH AMERICAPROGRAM SERVICESRESEARCH$253,9952
SOUTH ASIAPROGRAM SERVICESRESEARCH$415,8582
SUB-SAHARAN AFRICAPROGRAM SERVICESRESEARCH$430,1802
EAST ASIA AND THE PACIFICPROGRAM SERVICESINVESTMENT ADMINISTRAT$200,067
EUROPEPROGRAM SERVICESINVESTMENT ADMINISTRAT$423,291
NORTH AMERICAPROGRAM SERVICESINVESTMENT ADMINISTRAT$27,209
SOUTH AMERICAPROGRAM SERVICESINVESTMENT ADMINISTRAT$23,989
SOUTH ASIAPROGRAM SERVICESINVESTMENT ADMINISTRAT$12,226
EAST ASIA AND THE PACIFICPROGRAM SERVICESINTERDISCIPLINARY CENT$35,771
EUROPEPROGRAM SERVICESINTERDISCIPLINARY CENT$81,1031
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESINTERDISCIPLINARY CENT$1,208
NORTH AMERICAPROGRAM SERVICESINTERDISCIPLINARY CENT$16,649
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESINTERDISCIPLINARY CENT$448
SOUTH AMERICAPROGRAM SERVICESINTERDISCIPLINARY CENT$386
SUB-SAHARAN AFRICAPROGRAM SERVICESINTERDISCIPLINARY CENT$9,161
EAST ASIA AND THE PACIFICPROGRAM SERVICESGLOBAL ENGINEERING PRO$34,089
SOUTH AMERICAPROGRAM SERVICESGLOBAL ENGINEERING PRO$74,493
SOUTH ASIAPROGRAM SERVICESGLOBAL ENGINEERING PRO$57,022
SUB-SAHARAN AFRICAPROGRAM SERVICESGLOBAL ENGINEERING PRO$24,270
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$38,206
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$1,939,6457
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$2,867,51115
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$277,445
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$584,3136
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$89,5541
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$267,2242
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$505,0081
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: RESEAR$124,761
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$61,795
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$108,319
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$16,908
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$11,910
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$776
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$11,899
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$32,159
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: RECRUI$29,376
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: LIBRAR$14,0113
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: LIBRAR$54,071
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: LIBRAR$6,0121
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$251,863
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$274,4554
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$7,061
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$8,550
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$799
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$35,495
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: EXTERN$11,584
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL: CONFER$8,082
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: CONFER$2,191
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: CONFER$319,3361
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: CONFER$17,065
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: CONFER$894,7522
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$85,592
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$6,393
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$124,562
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESFOREIGN TRAVEL: CONFER$3,634
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$845
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$44,488
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$49,3871
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: CONFER$103,499
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$11,980
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$209,643
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$408,359
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$16,030
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$42,966
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$3,856
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$22,685
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$29,082
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: COLLAB$58,226
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$9,420
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$31,114
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$82,982
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$52,155
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$34,700
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$7,610
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: CLINIC$158,425
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: ATHLET$9,974
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: ATHLET$39,683
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: ATHLET$12,540
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL: ATHLET$237
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$3,763
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$136,189
EUROPEPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$220,3822
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$9,204
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$40,7632
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$4,079
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL: ADMINI$10,771
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFOREIGN TRAVEL$28,238
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN TRAVEL$949,0977
EUROPEPROGRAM SERVICESFOREIGN TRAVEL$2,949,9767
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESFOREIGN TRAVEL$153,9862
NORTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL$925,4544
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESFOREIGN TRAVEL$39,767
SOUTH AMERICAPROGRAM SERVICESFOREIGN TRAVEL$234,1652
SOUTH ASIAPROGRAM SERVICESFOREIGN TRAVEL$182,7884
SUB-SAHARAN AFRICAPROGRAM SERVICESFOREIGN TRAVEL$163,0712
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN CENTER IUC - O$1,678,4484
EAST ASIA AND THE PACIFICPROGRAM SERVICESFOREIGN CENTER - CHINA$1,582,06019
EAST ASIA AND THE PACIFICPROGRAM SERVICESEDUCATION: EXECUTIVE/P$240,1031
EUROPEPROGRAM SERVICESEDUCATION: EXECUTIVE/P$262,0351
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESEDUCATION: EXECUTIVE/P$81,719
NORTH AMERICAPROGRAM SERVICESEDUCATION: EXECUTIVE/P$295,443
SOUTH AMERICAPROGRAM SERVICESEDUCATION: EXECUTIVE/P$351,4972
SOUTH ASIAPROGRAM SERVICESEDUCATION: EXECUTIVE/P$135,092
SUB-SAHARAN AFRICAPROGRAM SERVICESEDUCATION: EXECUTIVE/P$57,899
SUB-SAHARAN AFRICAPROGRAM SERVICESEDUCATION - SEED GHANA$562,110110
SUB-SAHARAN AFRICAPROGRAM SERVICESEDUCATION - SEED GHANA$3,110,943
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESEDUCATION$21,644
EAST ASIA AND THE PACIFICPROGRAM SERVICESEDUCATION$778,6266
EUROPEPROGRAM SERVICESEDUCATION$591,009
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESEDUCATION$49,387
NORTH AMERICAPROGRAM SERVICESEDUCATION$170,652
SOUTH AMERICAPROGRAM SERVICESEDUCATION$64,327
SOUTH ASIAPROGRAM SERVICESEDUCATION$74,446
SUB-SAHARAN AFRICAPROGRAM SERVICESEDUCATION$129,344
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESCONFERENCES AND SEMINA$200
EAST ASIA AND THE PACIFICPROGRAM SERVICESCONFERENCES AND SEMINA$219,7021
EUROPEPROGRAM SERVICESCONFERENCES AND SEMINA$185,173
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESCONFERENCES AND SEMINA$20,3471
NORTH AMERICAPROGRAM SERVICESCONFERENCES AND SEMINA$140,064
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESCONFERENCES AND SEMINA$26,911
SOUTH AMERICAPROGRAM SERVICESCONFERENCES AND SEMINA$101,948
SUB-SAHARAN AFRICAPROGRAM SERVICESCONFERENCES AND SEMINA$693
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESBING OVERSEAS STUDIES$34,005
EAST ASIA AND THE PACIFICPROGRAM SERVICESBING OVERSEAS STUDIES$172,595
EUROPEPROGRAM SERVICESBING OVERSEAS STUDIES$277,487
NORTH AMERICAPROGRAM SERVICESBING OVERSEAS STUDIES$56,694
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESBING OVERSEAS STUDIES$54,049
SOUTH AMERICAPROGRAM SERVICESBING OVERSEAS STUDIES$7,460
SUB-SAHARAN AFRICAPROGRAM SERVICESBING OVERSEAS STUDIES$10,558
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESADMINISTRATION$266
EAST ASIA AND THE PACIFICPROGRAM SERVICESADMINISTRATION$22,973
EUROPEPROGRAM SERVICESADMINISTRATION$98,0062
MIDDLE EAST & NORTH AFRICAPROGRAM SERVICESADMINISTRATION$17,780
NORTH AMERICAPROGRAM SERVICESADMINISTRATION$33,615
SOUTH ASIAPROGRAM SERVICESADMINISTRATION$3,029
SUB-SAHARAN AFRICAPROGRAM SERVICESADMINISTRATION$63,494
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$9,946,337,239
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$4,653,856
EAST ASIA AND THE PACIFICINVESTMENTS$821,932,507
EUROPEINVESTMENTS$973,173,724
MIDDLE EAST & NORTH AFRICAINVESTMENTS$33,644,500
NORTH AMERICAINVESTMENTS$388,581,534
NORTH AMERICAINVESTMENTS$2,492,412
RUSSIA AND NEIGHBORING STATESINVESTMENTS$42,735
SOUTH AMERICAINVESTMENTS$31,106,137
SOUTH ASIAINVESTMENTS$94,999,943
SUB-SAHARAN AFRICAINVESTMENTS$275,140,686
SUB-SAHARAN AFRICAINVESTMENTS$2,206,086
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$3,300
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$510
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$10,675
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$8,000
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$5,000
CENTRAL AMERICA AND THE CARIBBEANGRANTMAKING$91,747
EAST ASIA AND THE PACIFICGRANTMAKING$7,500
EAST ASIA AND THE PACIFICGRANTMAKING$203,182
EAST ASIA AND THE PACIFICGRANTMAKING$38,737
EAST ASIA AND THE PACIFICGRANTMAKING$17,500
EAST ASIA AND THE PACIFICGRANTMAKING$18,100
EAST ASIA AND THE PACIFICGRANTMAKING$10,000
EAST ASIA AND THE PACIFICGRANTMAKING$56,850
EAST ASIA AND THE PACIFICGRANTMAKING$3,500
EAST ASIA AND THE PACIFICGRANTMAKING$11,200
EAST ASIA AND THE PACIFICGRANTMAKING$108,250
EAST ASIA AND THE PACIFICGRANTMAKING$45,764
EAST ASIA AND THE PACIFICGRANTMAKING$41,430
EAST ASIA AND THE PACIFICGRANTMAKING$871,548
EAST ASIA AND THE PACIFICGRANTMAKING$6,900
EAST ASIA AND THE PACIFICGRANTMAKING$2,491
EAST ASIA AND THE PACIFICGRANTMAKING$30,443
EAST ASIA AND THE PACIFICGRANTMAKING$40,900
EUROPEGRANTMAKING$125,969
EUROPEGRANTMAKING$10,500
EUROPEGRANTMAKING$341,477
EUROPEGRANTMAKING$2,000
EUROPEGRANTMAKING$6,000
EUROPEGRANTMAKING$31,100
EUROPEGRANTMAKING$14,239
EUROPEGRANTMAKING$16,105
EUROPEGRANTMAKING$1,279,630
EUROPEGRANTMAKING$13,571
EUROPEGRANTMAKING$11,176
EUROPEGRANTMAKING$150,300
MIDDLE EAST & NORTH AFRICAGRANTMAKING$32,190
MIDDLE EAST & NORTH AFRICAGRANTMAKING$246,750
MIDDLE EAST & NORTH AFRICAGRANTMAKING$12,250
MIDDLE EAST & NORTH AFRICAGRANTMAKING$134,762
MIDDLE EAST & NORTH AFRICAGRANTMAKING$2,834
MIDDLE EAST & NORTH AFRICAGRANTMAKING$6,400
NORTH AMERICAGRANTMAKING$9,200
NORTH AMERICAGRANTMAKING$51,048
NORTH AMERICAGRANTMAKING$76,250
NORTH AMERICAGRANTMAKING$30,000
NORTH AMERICAGRANTMAKING$1,509
NORTH AMERICAGRANTMAKING$1,845,975
NORTH AMERICAGRANTMAKING$4,343
NORTH AMERICAGRANTMAKING$8,212
NORTH AMERICAGRANTMAKING$1,245
RUSSIA AND NEIGHBORING STATESGRANTMAKING$3,900
RUSSIA AND NEIGHBORING STATESGRANTMAKING$8,058
RUSSIA AND NEIGHBORING STATESGRANTMAKING$1,500
RUSSIA AND NEIGHBORING STATESGRANTMAKING$6,635
RUSSIA AND NEIGHBORING STATESGRANTMAKING$6,400
SOUTH AMERICAGRANTMAKING$18,534
SOUTH AMERICAGRANTMAKING$44,000
SOUTH AMERICAGRANTMAKING$18,147
SOUTH AMERICAGRANTMAKING$5,600
SOUTH AMERICAGRANTMAKING$25,750
SOUTH AMERICAGRANTMAKING$13,000
SOUTH AMERICAGRANTMAKING$7,000
SOUTH AMERICAGRANTMAKING$1,500
SOUTH AMERICAGRANTMAKING$8,900
SOUTH ASIAGRANTMAKING$99,133
SOUTH ASIAGRANTMAKING$3,753
SOUTH ASIAGRANTMAKING$17,500
SOUTH ASIAGRANTMAKING$4,500
SOUTH ASIAGRANTMAKING$22,000
SOUTH ASIAGRANTMAKING$5,500
SOUTH ASIAGRANTMAKING$17,000
SOUTH ASIAGRANTMAKING$3,700
SOUTH ASIAGRANTMAKING$10,500
SOUTH ASIAGRANTMAKING$14,846
SOUTH ASIAGRANTMAKING$63,950
SOUTH ASIAGRANTMAKING$955,992
SOUTH ASIAGRANTMAKING$19,200
SUB-SAHARAN AFRICAGRANTMAKING$7,800
SUB-SAHARAN AFRICAGRANTMAKING$41,625
SUB-SAHARAN AFRICAGRANTMAKING$2,000
SUB-SAHARAN AFRICAGRANTMAKING$14,125
SUB-SAHARAN AFRICAGRANTMAKING$40,300
SUB-SAHARAN AFRICAGRANTMAKING$5,500
SUB-SAHARAN AFRICAGRANTMAKING$5,000
SUB-SAHARAN AFRICAGRANTMAKING$10,000
SUB-SAHARAN AFRICAGRANTMAKING$20,450
SUB-SAHARAN AFRICAGRANTMAKING$46,336
SUB-SAHARAN AFRICAGRANTMAKING$4,178
SUB-SAHARAN AFRICAGRANTMAKING$455,653
SUB-SAHARAN AFRICAGRANTMAKING$39
SUB-SAHARAN AFRICAGRANTMAKING$600
EAST ASIA AND THE PACIFICFUNDRAISING$53,214
EAST ASIA AND THE PACIFICFUNDRAISING$86,219
EAST ASIA AND THE PACIFICFUNDRAISING$39,662
EUROPEFUNDRAISING$33,2061
EUROPEFUNDRAISING$197,100
EUROPEFUNDRAISING$42,338
MIDDLE EAST & NORTH AFRICAFUNDRAISING$99
NORTH AMERICAFUNDRAISING$7,129
NORTH AMERICAFUNDRAISING$4,605
SOUTH AMERICAFUNDRAISING$12,363
SOUTH AMERICAFUNDRAISING$3,761
SOUTH ASIAFUNDRAISING$4,723
FieldValueIRS element (for citing)
Subtotal Offices8SubtotalOfficesCnt
Subtotal Employees210SubtotalEmployeesCnt
Continutation Total Office3ContinutationTotalOfficeCnt
Continutation Total Employee198ContinutationTotalEmployeeCnt
Total Office11TotalOfficeCnt
Total Employee408TotalEmployeeCnt
Subtotal Spent$23,088,537SubtotalSpentAmt
Continuation Spent$12,632,866,369ContinuationSpentAmt
Total Spent$12,655,954,906TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (43 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SOUTH ASIARESEARCH SUB$666,448CHECK/WIRE
SOUTH ASIARESEARCH SUB$15,474CHECK/WIRE
MIDDLE EAST & NORTH AFRICARESEARCH SUB$142,867CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$52,214CHECK/WIRE
NORTH AMERICARESEARCH SUB$141,072CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$49,800CHECK/WIRE
EUROPERESEARCH SUB$77,772CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$151,843CHECK/WIRE
EUROPERESEARCH SUB$60,200CHECK/WIRE
EUROPERESEARCH SUB$223,482CHECK/WIRE
SOUTH ASIARESEARCH SUB$165,645CHECK/WIRE
EUROPERESEARCH SUB$142,453CHECK/WIRE
EUROPERESEARCH SUB$66,063CHECK/WIRE
SOUTH ASIARESEARCH SUB$804,050CHECK/WIRE
NORTH AMERICARESEARCH SUB$86,019CHECK/WIRE
EUROPERESEARCH SUB$144,826CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$102,000CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$85,693CHECK/WIRE
EUROPERESEARCH SUB$145,789CHECK/WIRE
NORTH AMERICARESEARCH SUB$21,193CHECK/WIRE
EUROPERESEARCH SUB$8,054CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$103,965CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$261,972CHECK/WIRE
NORTH AMERICARESEARCH SUB$27,807CHECK/WIRE
EUROPERESEARCH SUB$22,442CHECK/WIRE
EUROPERESEARCH SUB$16,440CHECK/WIRE
MIDDLE EAST & NORTH AFRICARESEARCH SUB$102,848CHECK/WIRE
MIDDLE EAST & NORTH AFRICARESEARCH SUB$91,747CHECK/WIRE
CENTRAL AMERICA AND THE CARIBBEANRESEARCH SUB$18,210CHECK/WIRE
SUB-SAHARAN AFRICARESEARCH SUB$137,160CHECK/WIRE
EUROPERESEARCH SUB$97,250CHECK/WIRE
NORTH AMERICARESEARCH SUB$14,838CHECK/WIRE
EUROPERESEARCH SUB$162,030CHECK/WIRE
NORTH AMERICARESEARCH SUB$12,223CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$42,292CHECK/WIRE
NORTH AMERICARESEARCH SUB$491,794CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$312,444CHECK/WIRE
EUROPERESEARCH SUB$25,000CHECK/WIRE
NORTH AMERICARESEARCH SUB$22,300CHECK/WIRE
EAST ASIA AND THE PACIFICRESEARCH SUB$107,365CHECK/WIRE
NORTH AMERICARESEARCH SUB$148,013CHECK/WIRE
NORTH AMERICARESEARCH SUB$65,718CHECK/WIRE
EUROPERESEARCH SUB$60,000CHECK/WIRE
FieldValueIRS element (for citing)
Total501c3 Org43Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (84 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPEAST ASIA AND THE PACIFIC104$341,477CHECK/WIRE
FELLOWSHIP - RESEARCHEUROPE104$246,750CHECK/EFT
FELLOWSHIPMIDDLE EAST & NORTH AFRICA1$203,182CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSEAST ASIA AND THE PACIFIC67$150,300CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (KRUPP INTERNSHIP)EUROPE26$125,969CHECK/EFT
IUC JAPAN - GRANTSEUROPE42$108,250CHECK/EFT
FELLOWSHIPEAST ASIA AND THE PACIFIC2$99,133CHECK/EFT
FELLOWSHIP - RESEARCHSOUTH ASIA21$76,250CHECK/EFT
RESEARCH GRANTNORTH AMERICA3$63,950CHECK/EFT
HAAS - IMPACT ABROADSOUTH ASIA5$56,850CHECK/EFT
FELLOWSHIPEAST ASIA AND THE PACIFIC13$51,048CHECK/EFT
OFFICE OF INTERNATIONAL AFFAIRS GRANTSNORTH AMERICA27$46,336CHECK/EFT
OFFICE OF INTERNATIONAL AFFAIRS GRANTSSUB-SAHARAN AFRICA3$45,764CHECK/EFT
FELLOWSHIP - RESEARCHEAST ASIA AND THE PACIFIC1$44,000CHECK/EFT
FELLOWSHIPSOUTH AMERICA1$41,625CHECK/EFT
RESEARCH GRANTSUB-SAHARAN AFRICA13$41,430CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSEAST ASIA AND THE PACIFIC5$40,900CHECK/EFT
HAAS - AFRICAN SERVICE FELLOWSHIPEAST ASIA AND THE PACIFIC11$40,300CHECK/EFT
GLOBAL ENGINEERING PROGRAMSUB-SAHARAN AFRICA7$38,737CHECK/EFT
FELLOWSHIPEAST ASIA AND THE PACIFIC4$32,190CHECK/EFT
HAAS - SIGMIDDLE EAST & NORTH AFRICA11$31,100CHECK/EFT
STUDENT AIDEUROPE5$30,443CHECK/EFT
OFFICE OF INTERNATIONAL AFFAIRS GRANTSEAST ASIA AND THE PACIFIC14$30,000CHECK/EFT
HAAS - IMPACT ABROADNORTH AMERICA1$25,750CHECK/EFT
HAAS - HAAS SUMMER PROJECTS FELLOWSHIPSOUTH AMERICA8$22,000CHECK/EFT
HAAS - SIGSOUTH ASIA4$20,450CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSSUB-SAHARAN AFRICA3$19,200CHECK/EFT
FELLOWSHIPSOUTH ASIA3$18,534CHECK/EFT
GLOBAL ENGINEERING PROGRAMSOUTH AMERICA12$18,147CHECK/EFT
HAAS - HAAS SUMMER PROJECTS FELLOWSHIPSOUTH AMERICA1$18,100CHECK/EFT
HAAS - INTERNATIONAL SERVICE GRANTSEAST ASIA AND THE PACIFIC3$17,500CHECK/EFT
HAAS - INTERNATIONAL SERVICE GRANTSSOUTH ASIA1$17,500CHECK/EFT
HAAS - INTERNATIONAL SERVICE GRANTSEAST ASIA AND THE PACIFIC1$17,000CHECK/EFT
RESEARCH GRANTSOUTH ASIA3$16,105CHECK/EFT
OFFICE OF INTERNATIONAL AFFAIRS GRANTSEUROPE3$14,846CHECK/EFT
OFFICE OF INTERNATIONAL AFFAIRS GRANTSSOUTH ASIA2$14,239CHECK/EFT
GLOBAL ENGINEERING PROGRAMEUROPE1$14,125CHECK/EFT
STIPENDSSUB-SAHARAN AFRICA1$13,571CHECK/EFT
HAAS - INTERNATIONAL GRANTS FELLOWSHIPSEUROPE9$13,000CHECK/EFT
HAAS - SIGSOUTH AMERICA3$12,250CHECK/EFT
HAAS - SIGMIDDLE EAST & NORTH AFRICA2$11,200CHECK/EFT
STUDENT AIDEAST ASIA AND THE PACIFIC2$11,176CHECK/EFT
HAAS - IMPACT ABROADEUROPE10$10,675CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)CENTRAL AMERICA AND THE CARIBBEAN7$10,500CHECK/EFT
HAAS - SIGEUROPE20$10,500CHECK/EFT
HAAS - INTERNATIONAL GRANTS FELLOWSHIPSSOUTH ASIA2$10,000CHECK/EFT
HAAS - HALPER INTERNATIONAL FELLOWSHIPSUB-SAHARAN AFRICA3$10,000CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)EAST ASIA AND THE PACIFIC2$9,200CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSNORTH AMERICA13$8,900CHECK/EFT
STUDENT AIDSOUTH AMERICA4$8,212CHECK/EFT
FELLOWSHIPNORTH AMERICA8$8,058CHECK/EFT
HAAS - INTERNATIONAL GRANTS FELLOWSHIPSRUSSIA AND NEIGHBORING STATES4$8,000CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)CENTRAL AMERICA AND THE CARIBBEAN2$7,800CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)SUB-SAHARAN AFRICA13$7,500CHECK/EFT
HAAS - SIGEAST ASIA AND THE PACIFIC14$7,000CHECK/EFT
SCHOLARSHIPSOUTH AMERICA1$6,900CHECK/EFT
STUDENT AIDEAST ASIA AND THE PACIFIC4$6,635CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSRUSSIA AND NEIGHBORING STATES1$6,400CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSMIDDLE EAST & NORTH AFRICA1$6,400CHECK/EFT
HAAS - HAAS SUMMER PROJECTS FELLOWSHIPRUSSIA AND NEIGHBORING STATES1$6,000CHECK/EFT
HAAS - HAAS SUMMER PROJECTS FELLOWSHIPEUROPE1$5,600CHECK/EFT
HAAS - HALPER INTERNATIONAL FELLOWSHIPSOUTH AMERICA1$5,500CHECK/EFT
HAAS - HAAS SUMMER PROJECTS FELLOWSHIPSOUTH ASIA1$5,500CHECK/EFT
HAAS - SIGSUB-SAHARAN AFRICA1$5,000CHECK/EFT
HAAS - HALPER INTERNATIONAL FELLOWSHIPCENTRAL AMERICA AND THE CARIBBEAN1$5,000CHECK/EFT
HAAS - CORPORATE SOCIAL RESPONSIBIITY FELLOWSHIPSUB-SAHARAN AFRICA1$4,500CHECK/EFT
STIPENDSSOUTH ASIA1$4,343CHECK/EFT
RESEARCH GRANTNORTH AMERICA4$4,178CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)SUB-SAHARAN AFRICA2$3,900CHECK/EFT
GLOBAL ENGINEERING PROGRAMRUSSIA AND NEIGHBORING STATES7$3,753CHECK/EFT
HAAS - PROJECT DOSTISOUTH ASIA1$3,700CHECK/EFT
HAAS - INTERNATIONAL GRANTS FELLOWSHIPSSOUTH ASIA3$3,500CHECK/EFT
BING OVERSEAS STUDIES PROGRAM (SEMINAR WAIVERS)EAST ASIA AND THE PACIFIC1$3,300CHECK/EFT
STIPENDSCENTRAL AMERICA AND THE CARIBBEAN6$2,834CHECK/EFT
STIPENDSMIDDLE EAST & NORTH AFRICA2$2,491CHECK/EFT
FELLOWSHIP - RESEARCHEAST ASIA AND THE PACIFIC2$2,000CHECK/EFT
FELLOWSHIP - RESEARCHSUB-SAHARAN AFRICA2$2,000CHECK/EFT
RESEARCH GRANTEUROPE2$1,509CHECK/EFT
STIPENDSNORTH AMERICA2$1,500CHECK/EFT
STIPENDSSOUTH AMERICA1$1,500CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSRUSSIA AND NEIGHBORING STATES1$1,245CHECK/EFT
UAR - UNDERGRADUATE RESEARCH GRANTSNORTH AMERICA1$600CHECK/EFT
FELLOWSHIPSUB-SAHARAN AFRICA1$510CHECK/EFT
STUDENT AIDCENTRAL AMERICA AND THE CARIBBEAN1$39CHECK/EFT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I: LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSSTANFORD UNIVERSITY IS NOT A "GRANTMAKER" 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. PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF THE U.S. ARE PRINCIPALLY GOVERNED BY THE PURPOSE FOR WHICH THE FUNDS WERE GRANTED: FINANCIAL AID: SCHOLARSHIPS, STIPENDS AND FELLOWSHIPS FOR MOST U.S. INSTITUTIONS OF HIGHER EDUCATION, PROVISION OF FINANCIAL AID TO STUDENTS IS AN IMPORTANT ACTIVITY ENABLING QUALIFIED STUDENTS TO OBTAIN A COLLEGE EDUCATION AT THE UNDERGRADUATE, GRADUATE OR POSTDOCTORAL LEVEL. STANFORD IS COMMITTED TO A "NEED-BLIND" ADMISSION POLICY FOR U.S. CITIZENS 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, 2015, 85% OF UNDERGRADUATE AND 85% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID, WITH A TOTAL OF $368,969,747 OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. APPROXIMATELY 66% OF THIS AID TOOK THE FORM OF TRANSFERS FROM INTERNAL UNIVERSITY FUNDS TO OFFSET TUITION AND OTHER UNIVERSITY CHARGES THAT WOULD OTHERWISE HAVE BEEN RECEIVED BY THE UNIVERSITY. THE BALANCE OF $135,841,085 REPRESENTS DISBURSEMENTS, PRIMARILY TO GRADUATE STUDENTS, FOR STIPENDS, FELLOWSHIPS AND OTHER STUDENT AID, IN SUPPORT OF ACADEMIC EFFORT. FOR THE VAST MAJORITY OF ENROLLED STUDENTS, THESE AMOUNTS ARE PAID BY DIRECT DEPOSIT TO STUDENT BANK ACCOUNTS IN THE UNITED STATES. AT THE TIME OF CONSTRUCTIVE RECEIPT OF THESE FUNDS IN THE U.S., IT IS POSSIBLE THAT STUDENTS (PARTICULARLY DOCTORAL STUDENTS) MIGHT BE TRAVELING, OR "LIVING", OUTSIDE OF THE U.S. DURING THE COURSE OF THEIR ACADEMIC WORK, OR EVEN FOR PERSONAL PURPOSES. STANFORD REQUIRES THAT STUDENTS WHO ARE RECEIVING FINANCIAL AID MAINTAIN THEIR REGISTRATION STATUS, AND BE ENROLLED FOR ACADEMIC CREDIT IN UNIVERSITY-APPROVED PROGRAMS. THE UNIVERSITY DOES NOT BROADLY CONSIDER FINANCIAL AID DISBURSEMENTS IN THE UNITED STATES TO ENROLLED STUDENTS AS "GRANTS TO FOREIGN INDIVIDUALS" AND THEREFORE, DOES NOT TRACK PAYMENTS IN THAT MANNER. ACCORDINGLY, ONLY THOSE GRANTS PAID OUTSIDE OF THE UNITED STATES, OR GRANTS FOR USE OUTSIDE THE UNITED STATES FOR PROGRAMS WHICH HAVE A READILY IDENTIFIABLE FOREIGN COMPONENT THAT IS SEPARATELY TRACKED ARE REPORTED ON SCHEDULE F. THE FOLLOWING CATEGORIES OF AID ARE PAID DIRECTLY TO STUDENTS OR SCHOLARS OUTSIDE OF THE UNITED STATES, OR FOR INTENDED USE OUTSIDE THE U.S., AND ARE REPORTED ON SCHEDULE F, PART III. 1. RESEARCH GRANTS: THE UNIVERSITY FUNDS INDEPENDENT RESEARCH GRANT PROGRAMS AVAILABLE ON A COMPETITIVE BASIS TO UNDERGRADUATES. AS WITH MOST FINANCIAL AID, THESE GRANTS ARE DISBURSED IN THE UNITED STATES TO ENROLLED STUDENTS. OPPORTUNITIES TO FORMALLY PRESENT RESULTING ACADEMIC RESEARCH FINDINGS ARE PROVIDED, WHICH CONTRIBUTES TO THE ASSURANCE THAT MONIES ARE USED FOR THE INTENDED PURPOSE. ONLY THOSE AWARDS WHERE THE INTENDED USE OF THE RESEARCH GRANT IS OUTSIDE OF THE U.S., ARE REPORTED IN PART III. 2. SERVICE LEARNING FELLOWSHIPS AND TRAVEL GRANTS: STANFORD'S HAAS CENTER FOR PUBLIC SERVICE AND THE SCHOOL OF ENGINEERING'S GLOBAL ENGINEERING PROGRAM MANAGE PROGRAMS TO ENGAGE STANFORD STUDENTS IN SERVICE LEARNING OPPORTUNITIES. THESE PLACEMENTS ARE CLOSELY MONITORED BY PROGRAM OFFICERS PRIOR TO AND AFTER THEY OCCUR, TO ASSURE MAXIMUM BENEFIT OF THE LEARNING EXPERIENCE. FELLOWSHIPS PLACEMENTS OUTSIDE OF THE U.S. FOR WHICH STUDENTS RECEIVED SUPPORT ARE REPORTED IN PART III. 3. SCHOLARSHIPS: STANFORD MANAGES A CONSORTIUM LANGUAGE PROGRAM LOCATED IN THE EAST ASIA/PACIFIC REGION ON BEHALF OF SEVERAL U.S. UNIVERSITIES. SCHOLARSHIPS TO ATTEND THIS PROGRAM ARE AWARDED BY THE CONSORTIUM, AND ARE DISBURSED FROM STANFORD DIRECTLY TO THE IN-COUNTRY CONSORTIUM PROGRAM OFFICE. THESE AMOUNTS ARE REPORTED IN PART III. 4. OVERSEAS STUDIES PROGRAM-INTERNSHIP STIPENDS: AS PART OF ITS UNDERGRADUATE OVERSEAS STUDY PROGRAM, THE UNIVERSITY IS ABLE TO PLACE ELIGIBLE STANFORD STUDENTS IN LOCAL INTERNSHIPS FOR 3-6 MONTHS. STUDENTS ARE PAID A STIPEND TO COVER THEIR HOUSING, FOOD AND LIVING EXPENSES. UNIVERSITY PROGRAM MANAGERS IN THESE COUNTRIES WORK WITH RECIPIENT ORGANIZATIONS TO MONITOR STUDENT PERFORMANCE AND PROVIDE FEEDBACK. THESE AMOUNTS ARE REPORTED IN PART III AS GRANTS TO INDIVIDUALS, LIVING OUTSIDE OF THE U.S. THE IN-COUNTRY EXPENDITURES RELATING TO EACH OF THE OVERSEAS STUDIES CENTERS ARE REPORTED IN PART I, LINE 3 AS A PROGRAM ACTIVITY. A VERY SMALL PROPORTION OF THOSE EXPENSES ARE REPRESENTED BY CASH PAYMENTS TO STUDENTS FOR PER DIEM MEAL ALLOWANCES. THESE HAVE BEEN INCLUDED AS PROGRAM ACTIVITY EXPENSES, NOT AS GRANTS TO INDIVIDUALS. 5. RESEARCH FELLOWSHIPS: STUDENTS AND FACULTY RECEIVE INTERNAL AND EXTERNAL FUNDS FOR INDEPENDENT RESEARCH. PROJECTS DESCRIBED AS SUCH IN THE FINANCIAL SYSTEM WITH FOREIGN ACTIVITY ARE REPORTED IN PART III. 6. OVERSEAS SEMINAR FEE WAIVERS: AS PART OF THE OVERSEAS STUDY PROGRAM, THE UNIVERSITY OFFERS SEMINARS ABROAD WHICH PROVIDE UNDERGRADUATE STUDENTS THE OPPORTUNITY TO EARN CREDITS WHILE STUDYING ABROAD FOR 3-4 WEEKS. ELIGIBLE STUDENTS MAY QUALIFY FOR FEE WAIVERS. INDIVIDUAL RECIPIENTS ARE REPORTED IN PART III. 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 MIGHT ALSO BE 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 CONTRACT-FUNDED SUB-AWARDS TO FOREIGN RECIPIENTS ARE REPORTED IN PART I, LINE 3 AS RESEARCH PROGRAM ACTIVITIES. THE PROCEDURES FOR MONITORING BOTH TYPES OF SUB-AWARDS ARE ESSENTIALLY IDENTICAL. AN INITIAL RISK ASSESSMENT OF THE RECIPIENT IS CONDUCTED PRIOR TO THE GRANTING OF THE SUB-AWARD. THIS, TOGETHER WITH AN AUDIT/FINANCIALS REVIEW, PROVIDES INSIGHT ON WHETHER IT IS APPROPRIATE AND REASONABLE TO ENTER INTO THE SUB-AWARD, OR WHETHER ADDITIONAL TERMS MUST BE ADDED TO THE SUB-AWARD AGREEMENT FOR GREATER ASSURANCE OF ITS SAFE-HANDLING. IN ACCORDANCE WITH U.S. OFFICE OF MANAGEMENT AND BUDGET (OMB) CIRCULAR REQUIREMENTS, THE SUB-RECIPIENT IS 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 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 STANDARDS ESTABLISHED BY U.S. OMB CIRCULAR REQUIREMENTS AWARDS ARE MONITORED ON AN ONGOING BASIS BY MEETING, REPORT OR COMMUNICATION, BY BOTH THE AWARD PRINCIPAL INVESTIGATOR AND THE UNIVERSITY'S SUB-RECIPIENT MONITORING OFFICER TO ENSURE THAT PROGRESS IS BEING MADE AS AGREED.
PART I, LINE 3: DETAILS FOR EACH TYPE OF ACTIVITY CONDUCTEDAS A LEADING RESEARCH INSTITUTION, STANFORD UNIVERSITY CONDUCTS ACTIVITIES ALL OVER THE WORLD 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. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THE UNIVERSITY HAS REPORTED ON SCHEDULE F EXPENDITURES RELATING TO FOREIGN ACTIVITIES WHICH ARE SEPARATELY TRACKED IN THE ACCOUNTING SYSTEM. STANFORD CONTINUES TO INVEST IN ENHANCEMENTS TO ITS FINANCIAL INFORMATION SYSTEMS TO ASSURE THE MOST ACCURATE REPORTING AND CATEGORIZATION OF THESE EXPENDITURES. GRANTMAKING: GRANTS REPORTED ON SCHEDULE F ARE SEPARATELY TRACKED IN THE ACCOUNTING SYSTEM, CATEGORIZED FOR FINANCIAL STATEMENT PURPOSES BY ACTIVITY AND EXPENDITURE TYPE. IT IS CURRENTLY NOT POSSIBLE TO EXHAUSTIVELY REPORT ALL GRANTS WHERE THE INTENDED PURPOSE IS FOR USE OUTSIDE THE U.S. BECAUSE THE PURPOSE OF THE INDIVIDUAL AWARDS IS NOT TRACKED IN THE ACCOUNTING SYSTEM. IN THE CASE WHERE ESTIMATES WERE USED, THE NUMBER OF RECIPIENTS REPORTED IN PART III WAS BASED ON ONE RECIPIENT PER UNIQUE PAYEE, PROJECT, AND REGION TRANSACTION. PROGRAM SERVICES: PROGRAM SERVICES INCLUDE ACTIVITIES RELATING TO THE CORE INSTITUTIONAL MISSION OF TEACHING, RESEARCH AND PATIENT CARE. FOR FINANCIAL STATEMENT PURPOSES, EXPENDITURES ARE REPORTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE STATEMENT OF ACTIVITIES REPORTS BY COST OBJECT (SALARIES & BENEFITS, DEPRECIATION AND OTHER OPERATING EXPENSES), WITH ADDITIONAL DISCLOSURE AS TO FUNCTIONAL BASIS OF EXPENDITURES. STUDY ABROAD: STUDY ABROAD INCLUDES OPERATING AND RENOVATION EXPENSES DIRECTLY INCURRED IN REGION. CONSISTENT WITH FINANCIAL STATEMENT TREATMENT, WHERE SALARIES ARE INCURRED, A COST ALLOCATION FOR FRINGE BENEFITS IS ALSO REPORTED. EDUCATION-EXECUTIVE AND PROFESSIONAL DEVELOPMENT: STANFORD'S GRADUATE SCHOOLS OFFER EXECUTIVE EDUCATION PROGRAMS TO FACILITATE LIFE-LONG PROFESSIONAL LEARNING, AND DISSEMINATION OF CURRENT RESEARCH FINDINGS. EDUCATION-TRAVEL STUDY PROGRAM: EDUCATION-TRAVEL STUDY PROGRAM INCLUDES EXPENSES DIRECTLY INCURRED IN REGIONS FOR ALUMNI ASSOCIATION-SPONSORED TRAVEL STUDY TRIPS AND GRADUATE SCHOOL OF BUSINESS GLOBAL STUDY TRIPS. RESEARCH: RESEARCH INCLUDES DIRECT COSTS INCURRED FOR FACULTY RESEARCH PROJECTS IN A SPECIFIC REGION, INCLUDING PAYMENTS FOR PROFESSIONAL SERVICES ENGAGED TO FURTHER THE RESEARCH PURPOSE. RESEARCH SUB-AWARDS: RESEARCH SUB-AWARDS REPRESENT PAYMENT TO FOREIGN SUB-RECIPIENTS FOR CONTRACT-FUNDED SUB-AWARDS THAT RETAIN THEIR PRIME-SPONSOR TERMS AND CONDITIONS AS CONTRACTS. INTERDISCIPLINARY CENTER: INTERDISCIPLINARY CENTER REPRESENTS EXPENSES INCURRED FOR THE OPERATION, SUPPORT, MAINTENANCE, AND MANAGEMENT OF A FACILITY IN THE EAST ASIA/PACIFIC REGION TO HOUSE STANFORD FACULTY, STAFF AND STUDENTS ENGAGED IN ACADEMIC ACTIVITIES IN THAT REGION. FOREIGN TRAVEL: FOREIGN TRAVEL IS CATEGORIZED SEPARATELY IN THE ACCOUNTING SYSTEM TO MEET COST PRINCIPLES OF OMB REQUIREMENTS. FUNDRAISING: FUNDRAISING INCLUDES EXPENSES DIRECTLY INCURRED IN THE REGION FOR FUNDRAISING ACTIVITIES. INVESTMENTS: IN THE INTERESTS OF PRUDENT STEWARDSHIP OF ITS ENDOWMENT FUNDS, THE UNIVERSITY SEEKS TO MAINTAIN A DIVERSIFIED INVESTMENT PORTFOLIO OF ACTIVELY MANAGED FINANCIAL AND REAL ESTATE ASSETS LOCATED THROUGHOUT THE WORLD. DIVERSIFICATION AIMS TO ENSURE THAT THE ENDOWMENT GENERATES RETURNS THAT BOTH MEETS CURRENT OPERATING INCOME NEEDS AND PROVIDES FOR SUPPORT OF FUTURE STUDENTS AND PROGRAMS. THE PORTFOLIO IS CONSTRUCTED ON A FOUNDATION OF MODERN PORTFOLIO THEORY AND STRATEGIC ALLOCATION, SEEKING TO OPTIMIZE LONG-TERM RETURNS, CREATE CONSISTENT ANNUAL PAYOUTS TO THE UNIVERSITY'S OPERATING BUDGET AND PRESERVE PURCHASING POWER FOR FUTURE GENERATIONS OF STANFORD FACULTY AND STUDENTS. THE STANFORD MANAGEMENT COMPANY, A DIVISION OF THE UNIVERSITY, ACTIVELY MANAGES THE ENDOWMENT, ACCESSING MANY OF THE BEST THIRD-PARTY MANAGERS WORLDWIDE TO DEPLOY ITS CAPITAL. THE GEOGRAPHIC ALLOCATION OF THE UNIVERSITY'S INVESTMENTS, AS SHOWN IN SCHEDULE F, IS A RESULT OF THESE FACTORS. THE UNIVERSITY REPORTS IN PART I ITS REGIONAL NET BOOK VALUE INVESTMENT AMOUNTS, CONSISTENT WITH THE IRS 2014 INSTRUCTIONS FOR SCHEDULE F. ALSO REPORTED IN PART I ARE THE FOREIGN TRAVEL EXPENSES DIRECTLY RELATED TO THE REQUISITE DUE DILIGENCE AND MANAGEMENT OF THE ENDOWMENT PORTFOLIO, AS WELL AS DIRECT COMPENSATION TO THIRD-PARTY MANAGERS. METHOD USED TO ACCOUNT FOR CASH GRANTS AND NON CASH ASSISTANCE ON PART II 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 UNITED STATES. THE UNIVERSITY DOES NOT TRACK WHETHER GRANTS TO ORGANIZATIONS WITHIN THE UNITED STATES 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.
METHOD USED TO ACCOUNT FOR CASH GRANTS AND NON CASH ASSISTANCE ON PART IIIPAYMENTS 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 OF INDIVIDUAL GRANT FUNDS IS A DECENTRALIZED ACADEMIC PROGRAM LEVEL RESPONSIBILITY. HOWEVER, THE GEOGRAPHIC LOCATION OF THE INTENDED USE OF THE FUNDS IS NOT CURRENTLY SYSTEMATICALLY TRACKED, AND THEREFORE CANNOT READILY BE IDENTIFIED OUTSIDE OF LARGE UNDERGRADUATE PROGRAMS WHICH MAKE SUCH AWARDS. CONSEQUENTLY, THE NUMBER OF RECIPIENTS REPORTED IN PART III REFLECT ACTUAL RECIPIENTS OF THOSE PROGRAMS, OR OTHER IDENTIFIED STUDENT RECIPIENTS.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
PO BOX 3018CEDAR RAPIDSIA524063018STDNT PHONE APPEALfalse$1,059,876$576,950$482,926
THE STELTER COMPANY
10435 NEW YORK AVENUEDES MOINESIA50322BROCHURESfalse$37,016
MRS JAYNE SHERRY MORDELL
40 PALMER LNPORTOLA VALLEYCA940287918EVENT MANAGEMENTfalse$1,113,553$35,750$1,077,803
GRIZZARD
229 PEACHTREE ST NE SUITE 1400ATLANTAGA30303SOLICITATN& DEVELOPMENTfalse$41,892$11,711$30,181
PIVOT MARKETING AGENCY
575 SUTTER ST 202SAN FRANCISCOCA94102MAIL CAMPAIGNfalse$100,000$16,270$83,730
THE PURSUANT GROUP
5151 BELT LINE ROAD SUITE 900DALLASTX75254FUNDRAISING CONSULTANCYfalse$54,300
FieldValueIRS element (for citing)
Total Gross Receipts$2,315,321TotalGrossReceiptsAmt
Total Retained By Contractors$731,997TotalRetainedByContractorsAmt
Total Net To Organization$1,674,640TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1under one lunchEvent1Nm
Gross Receipts Event1$1,135,866GrossReceiptsEvent1Amt
Charitable Contri Event1$1,113,553CharitableContriEvent1Amt
Gross Revenue Event1$22,313GrossRevenueEvent1Amt
Rent Facility Costs Event1$25,817RentFacilityCostsEvent1Amt
Food And Beverage Event1$58,109FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$82,527OtherDirectExpensesEvent1Amt
Event2rodin moonlightEvent2Nm
Gross Receipts Event2$655,100GrossReceiptsEvent2Amt
Charitable Contri Event2$628,850CharitableContriEvent2Amt
Gross Revenue Event2$26,250GrossRevenueEvent2Amt
Food And Beverage Event2$71,892FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$30,778OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$151,587GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$130,886CharitableContriOtherEventsAmt
Gross Revenue Other Events$20,701GrossRevenueOtherEventsAmt
Cash Prizes Other Events$10,378CashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$6,456RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$48,646FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$30,196OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,942,553GrossReceiptsTotalAmt
Charitable Contributions Tot$1,873,289CharitableContributionsTotAmt
Gross Revenue Total Events$69,264GrossRevenueTotalEventsAmt
Cash Prizes Total Events$10,378CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$32,273RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$178,647FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$143,501OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$364,799DirectExpenseSummaryEventsAmt
Net Income Summary-$295,535NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART IFormAndLineReferenceDesc
ExplanationLINE 2B, GRIZZARD: IN ADDITION TO FEES REPORTED IN COLUMN (V), THE CONSULTANT WAS REIMBURSED $92,413 FOR PRINTING AND PRODUCTION SERVICES AS PER TERMS OF THE CONTRACT.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (52 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
A BETTER CHANCE
253 W 35TH STREETNEW YORKNY10001237173492501(C)(3)$25,000GENERAL SUPPORT
AFRICAN LEADERSHIP FOUNDATION
PO BOX 7408NEW YORKNY10150830425133501(C)(3)$100,000GENERAL SUPPORT
ALLIANCE FOR SCHOOL CHOICE
1616 L STREET NWWASHINGTONDC20036522111508501(C)(3)$50,000GENERAL SUPPORT
AMERICAN ASIAN CULTURAL EXCHANGE
1328 MISSION STREETSAN FRANCISCOCA94103521284724501(C)(3)$10,000SUPPORT FILM PROJECT
AMERICAN RED CROSS
2731 N FIRST STREETSAN JOSECA94103530196605501(C)(3)$7,000GENERAL SUPPORT
AMERICAN UNITED FOR SEPARATION OF CHURCH&ST
1301 K STREET NWWASHINGTONDC20005530184647501(C)(3)$10,000GENERAL SUPPORT
ANGEL FLIGHT WEST
3161 DD LOOP SSANTA MONICACA90405953956297501(C)(3)$10,000SUPPORT AWARDS
ANIMAL PROTECTION OF NEW MEXICO INC
PO BOX 11395ALBUQUERQUENM87192850283292501(C)(3)$10,000GENERAL SUPPORT
ASPCA
520 8TH AVENEW YORKNY10018131623829501(C)(3)$10,000GENERAL SUPPORT
CAL POLY
COLG OF ENGSAN LUIS OBISPOCA93407204927897STATE OF CA$10,000SCHOLARSHIP
CANARY FOUNDATION
3155 PORTER DRIVEPALO ALTOCA94304651230251501(C)(3)$5,500GENERAL SUPPORT
CHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATION
2201 BROADWAY STE 600OAKLANDCA94612941657474501(C)(3)$20,000GENERAL SUPPORT
CORNELL UNIVERSITY
130 E SENECA STITHACANY14850150532082501(C)(3)$300,000GENERAL SUPPORT
EARTH UNIVERSITY FOUNDATION
3525 PIEDMONT ROAD NEATLANTAGA30305382920639501(C)(3)$20,000SCHOLARSHIPS
EASTMAN SCHOOL OF MUSIC
26 GIBBS STROCHESTERNY14604160743209501(C)(3)$10,000SCHOLARSHIP
FRIENDS OF FLORENCE
4545 W STREETN W WASHINGTONDC20007911878427501(C)(3)$8,700SUPPORT RESTORATION
GREATER TWIN CITIES UNITED WAY
PO BOX 2949MINNEAPOLISMN55402411973442501(C)(3)$60,000GENERAL SUPPORT
HOWARD UNIVERSITY
2400 SIXTH STREET NWWASHINGTONDC20059530204707501(C)(3)$330,000GENERAL SUPPORT
HUMANE SOCIETY OF THE UNITED STATES
700 PROF DRGAITHERSBURGMD20879530225390501(C)(3)$10,000GENERAL SUPPORT
JOHNS HOPKINS CHILDREN'S CENTER
750 E PRATT STREETBALTIMOREMD21202520595110501(C)(3)$20,000PEDIATRIC CARDIOLOGY
LUCILE PACKARD CHILDREN'S HOSPITAL
725 WELCH ROADPALO ALTOCA94304770003859501(C)(3)$11,005,000HOSPITAL EXPANSION
LUMMI ISLAND HERITAGE TRUST
PO BOX 158LUMMI ISLANDWA98262911785342501(C)(3)$25,000GENERAL SUPPORT
MAKING WAVES FOUNDATION
3045 RESEARCH DRIVERICHMONDCA94806680204312501(C)(3)$500,000ALUMNI PROGRAM
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVECAMBRIDGEMA02139042103594501(C)(3)$2,000,000EDGERTON CENTER
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$50,000GENERAL SUPPORT
NEW VENTURE FUND
1201 CT AVE NWWASHINGTONDC20036205806345501(C)(3)$1,000,000SUPPORT MALALA FD
OAKLAND CHILDREN'S FAIRYLAND
699 BELLEVUE AVENUEOAKLANDCA94610943209054501(C)(3)$25,000GENERAL SUPPORT
PHILANTHROPIC VENTURES FOUNDATION
1222 PRES PK WAYOAKLANDCA94612933136771501(C)(3)$157,000FELLOWSHIPS
ROCKEFELLER PHILANTHROPY ADVISORS
6 WEST 48TH STREETNEW YORKNY10036133615533501(C)(3)$1,000,000GIRL EFFECT PROJECT
SAN FRANCISCO MUSEUM OF MODERN ART (SFMOMA)
151 THIRD STREETSAN FRANCISCOCA94103941156300501(C)(3)$1,500,000TRAVELLING EXHIBITION
SANTA BARBARA CENTER FOR THE PEFORMING ARTS
1330 STATE STREETSANTA BARBARACA93101953847102501(C)(3)$20,000GENERAL SUPPORT
SANTA BARBARA FOUNDATION
1111 CHAPALA STSANTA BARBARACA93015951866094501(C)(3)$200,000GENERAL SUPPORT
SANTA FE JAZZ
310 STAAB STSANTA FENM87501471314790501(C)(3)$10,000SUPPORT ANNUAL FUND
SECOND HARVEST FOOD BANK
1051 BING STREETSAN CARLOSCA94070942614101501(C)(3)$45,000GENERAL SUPPORT
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104630598743501(C)(3)$10,000GENERAL SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$1,030,000GENERAL SUPPORT
TAOS SPORTS ASSOCIATES INC
P O BOX 3011TAOSNM87571850241076501(C)(3)$80,000PROGRAM DEVELOP.
THE CCF FOUNDATION
PO BOX 40488SAN FRANCISCOCA94140941682567501(C)(3)$120,000GENERAL SUPPORT
THE FIELD INSTITUTE OF TAOS
P O BOX 486ARROYO SECONM87514850442587501(C)(3)$80,000PROGRAM DEVELOP.
THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE
721 CLIFF DRIVESANTA BARBARACA93109953234551501(C)(3)$20,000GENERAL SUPPORT
THE HEAD ROYCE SCHOOL
4315 LINCOLN AVEOAKLANDCA94602941518656501(C)(3)$10,000SUPPORT ANNUAL FUND
THE KEYS SCHOOL
2890 MIDDLEFIELD ROADPALO ALTOCA94306942240127501(C)(3)$25,000SUPPORT ANNUAL FUND
THE MICHAEL J FOX FOUNDATION
498 7TH AVENEW YORKNY10018134141945501(C)(3)$10,000GENERAL SUPPORT
TIPPING POINT COMMUNITY
220 MONTGOMERY STSFCA94104202121739501(C)(3)$750,000GENERAL SUPPORT
US OLYMPIC AND PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGCO80909800939841501(C)(3)$25,000GENERAL SUPPORT
UCSF
LOCKBOX 45339SAN FRANCISCOCA94145946036493501(C)(3)$10,000GENERAL SUPPORT
UCSF FOUNDATION
220 MONTGOMERY STSFCA94104942829914501(C)(3)$140,000GENERAL SUPPORT
UNION COLLEGE
807 UNION STREETSCHENECTADYNY12308141338580501(C)(3)$30,000GENERAL SUPPORT
UNIVERSITY OF CALIFORNIA
UCSANTA BARBARACA93106956006145STATE OF CA$200,000ARTS AND LECTURE
WOMEN FOR AFGHAN WOMEN
158-24 73RD AVEFRESH MEADOWSNY11366020539734501(C)(3)$25,000GENERAL SUPPORT
WOMENONE LTD
57 GROVER LANEWEST CALDWELLNJ07006263679243501(C)(3)$30,000GENERAL SUPPORT
YEAR UP
45 MILK STREETBOSTONMA02109043534407501(C)(3)$100,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID TO STUDENTSGrantTypeTxt
Recipient13746RecipientCnt
Cash Grant$401,194,864CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGRANTS AND ASSISTANCEFormAndLineReferenceDesc
ExplanationPART I, LINE 2 IN PART AS A RESULT OF ENDOWMENT SUPPORT OF STUDENT AID, STANFORD IS ABLE TO WAIVE THE TOTAL COST OF TUITION FOR MANY OF ITS DESERVING STUDENTS. STANFORD EXPECTS NO PARENTAL CONTRIBUTION TOWARD TUITION FROM PARENTS WITH ANNUAL INCOMES BELOW $125,000 AND TYPICAL ASSETS. THERE IS ZERO PARENTAL CONTRIBUTION TOWARD TUITION, ROOM OR BOARD FOR PARENTS WITH ANNUAL INCOMES BELOW $65,000 AND TYPICAL ASSETS. THE UNIVERSITY IS ALSO MINDFUL OF STUDENT DEBT, AND IT DOES NOT EXPECT STUDENTS TO BORROW TO MEET THEIR NEED. AS A RESULT, STANFORD STUDENTS GENERALLY INCUR LESS DEBT THAN THEIR PEERS AT OTHER UNIVERSITIES. FOR STUDENTS WHO CHOOSE TO BORROW, THE MEDIAN INDEBTEDNESS WAS $16,417 IN FY 15. THAT SAME YEAR, 78 PERCENT OF STANFORD UNDERGRADUATES RECEIVING DEGREES GRADUATED WITH NO DEBT - UP FROM 55 PERCENT IN FY 05 - EVIDENCE OF STANFORD'S GENEROUS AID PROGRAM. THIS FINANCIAL AID PROGRAM IS A DEMONSTRATION OF STANFORD'S COMMITMENT TO ACCESS FOR OUTSTANDING STUDENTS FROM ALL BACKGROUNDS - INCLUDING NOT ONLY THOSE FROM THE LOWEST SOCIOECONOMIC STATUS, BUT ALSO MIDDLE- AND UPPER-MIDDLE-CLASS FAMILIES WHO NEED OUR ASSISTANCE AS WELL. GRANTS AND ALLOCATIONS REFLECT NON-COMPENSATORY SUPPORT PROVIDED TO STUDENTS IN VARIOUS FORMS. STANFORD IS COMMITTED TO A NEED-BLIND ADMISSIONS POLICY, ADMITTING QUALIFIED UNDERGRADUATES WITHOUT REGARD TO THEIR ABILITY TO PAY AND PROVIDING A COMPREHENSIVE FINANCIAL AID PROGRAM FOR ALL ADMITTED UNDERGRADUATES WHO HAVE NEED AS DETERMINED BY THE UNIVERSITY AND WHO MEET OTHER REQUISITE CONDITIONS FOR FINANCIAL AID. MORE THAN 85% OF UNDERGRADUATES RECEIVED SOME FORM OF FINANCIAL ASSISTANCE DURING THE TAX YEAR AS WELL AS OVER 85% OF ALL GRADUATE STUDENTS FROM STANFORD AND OTHER SOURCES. THE TOTAL FINANCIAL AID INCLUDES $260,615,588 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $143,102,635 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $2,523,359 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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
JOHN HENNESSY
PRESIDENT/TRUSTEE$884,765$0$0$0$214,985$0$166,573$0$1,266,323$0$0$0
JOHN ETCHEMENDY
PROVOST$648,375$0$0$0$326,738$0$72,878$0$1,048,471$0$0$0$480
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO$566,732$0$0$0$96,000$0$90,086$0$753,298$0$0$0$480
MARTIN SHELL
VP DEVELOPMENT$578,919$0$0$0$127,889$0$52,584$0$850,433$0$0$0$53,041$38,000
DEBRA ZUMWALT
VP GENERAL COUNSEL$601,384$0$0$0$61,000$0$10,038$0$672,422$0$0$0
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST$406,789$0$0$0$87,111$0$77,218$0$871,118$0$0$0$300,000
DAVID DEMAREST
VP PUBLIC AFFAIRS$340,452$0$0$0$26,000$0$25,676$0$782,033$0$276,100$0$354,405$35,500
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.$347,288$0$0$26,000$0$30,761$457,629$0$0$0$480$53,100
WILLIAM MADIA
VP SLAC NAL$377,575$0$0$0$26,000$0$3,022$0$517,877$0$0$0$36,280$75,000
DAVID JONES
VP HR, THROUGH 7/10/15$324,715$0$0$0$26,000$0$24,922$0$400,637$0$0$0$25,000
JOHN POWERS
PRESIDENT, SMC, THROUGH 5/1/15$845,766$0$0$0$163,900$0$36,282$0$2,591,856$0$744,930$0$868,946$676,962
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE$1,340,166$0$0$0$315,600$0$57,385$0$1,972,804$0$0$0$59,653$200,000
RICHARD SALLER
DEAN, SCHOOL OF HUM & SCIENCES$529,107$0$0$0$25,031$0$12,398$0$612,398$0$0$0$38,362$7,500
GARY STEINBERG
CHAIR, NEUROSURGERY$642,360$0$0$0$26,000$0$25,544$0$1,358,178$0$0$0$664,274
YIPING WOO
PROF. & CHAIR, CARDIO SURGERY$1,057,261$0$0$0$0$37,964$0$1,735,051$0$0$0$111,722$528,104
DAVID SHAW
DIRECTOR OF FOOTBALL$2,652,445$0$0$0$702,638$0$34,877$0$4,067,219$0$0$0$87,259$590,000
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC$564,970$0$0$0$26,000$0$25,242$0$1,941,212$0$0$0$1,325,000
MARK HAYES
MNG DIR., SMC, THROUGH 11/7/14$315,863$0$0$0$26,000$0$26,787$0$1,382,375$0$0$0$480,867$532,858
PHILIP A PIZZO
PROF & FORMER DEAN, SCH OF MED$404,926$0$0$0$26,000$0$7,123$0$712,331$0$0$0$271,365$2,917

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST-CLASS OR 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, FIVE PERSONS LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES AND ONE PERSON USED CHARTER TRAVEL DURING CALENDAR YEAR 2014. SUCH TRAVEL WAS FOR BUSINESS PURPOSES AND NOT INCLUDED IN TAXABLE INCOME TO THE INDIVIDUALS. PRESIDENT AND PROVOST HOUSING AS A CONDITION OF HIS EMPLOYMENT AS PRESIDENT OF THE UNIVERSITY, PRESIDENT HENNESSY, IS REQUIRED TO LIVE IN THE PRESIDENT'S HOME ON THE CAMPUS OF THE UNIVERSITY. 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. 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 EMPLOYEE, BASED UPON THE PREVAILING RENTAL RATES IN PALO ALTO AND ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE, CLEANING AND UTILITIES. AS A CONDITION OF HIS EMPLOYMENT AS PROVOST OF THE UNIVERSITY, PROVOST ETCHEMENDY IS REQUIRED TO LIVE ON THE CAMPUS OF THE UNIVERSITY. 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. 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 EMPLOYEE, BASED UPON THE PREVAILING RENTAL RATES IN PALO ALTO AND ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE, CLEANING AND UTILITIES. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2014: LLOYD B. MINOR, WILLIAM MADIA, MARTIN SHELL, RICHARD SALLER, AND DAVID SHAW. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4A SEVERANCE PLAN CERTAIN LISTED PERSONS ARE SUBJECT TO THE UNIVERSITY APPROVED SEVERANCE PLAN THAT PROVIDES FOR PAYMENT OF SALARY BASED ON THE INDIVIDUAL'S YEARS OF SERVICE, FOR A PERIOD RANGING FROM 3 TO 12 MONTHS. SEVERANCE IS PAID FOR POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, BASED ON PLAN GUIDELINES EXCEPT WHEN THE PRESIDENT OR THE VICE PRESIDENT OF UNIVERSITY HUMAN RESOURCES OR HIS/HER DESIGNEE DETERMINES THE TERMINATION IS FOR MISCONDUCT. THE FOLLOWING INDIVIDUAL LISTED ON SCHEDULE J RECEIVED SEVERANCE PAYMENT DURING CALENDAR YEAR 2014: MARK HAYES - $194,000. PART I, LINE 4B DEFERRED COMPENSATION PLAN PROVISIONS CERTAIN OFFICERS AND OTHERS LISTED IN SCHEDULE J, PART II 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 IS THAT DEFERRED COMPENSATION REPORTED IN COLUMN (C) FOR AN INDIVIDUAL MAY APPEAR UNEVEN OVER TIME, WITH APPLICATION OF THE RULES RESULTING IN INCREASES AND DECREASES FROM YEAR TO YEAR DUE TO VARIANCE IN VESTING SCHEDULES. 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 2014: JOHN POWERS - $868,871; DAVID DEMAREST - $351,442. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THE UNIVERSITY HAS PROVIDED THE PRESIDENT 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. ONE SERP WAS EARNED GRADUALLY (PRIOR SERP) AND ANOTHER SERP IS TO BE EARNED GRADUALLY (CURRENT SERP) OVER SPECIFIED PERIODS DURING HIS TERM OF SERVICE AS AN OFFICER. THE CURRENT SERP PROVIDES THAT THE PRESIDENT IS ELIGIBLE TO RECEIVE A BENEFIT APPROXIMATELY EQUAL TO AN ANNUAL PAYMENT FOR LIFE OF 2% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY FOR EACH FISCAL YEAR FROM FY 2012 THROUGH FY 2018 DURING WHICH HE SERVES AS PRESIDENT. BY REMAINING IN HIS POSITION THROUGH AUGUST 31, 2016 (AS HE HAS ANNOUNCED HIS INTENT), THE PRESIDENT WILL BE ELIGIBLE TO RECEIVE A BENEFIT APPROXIMATELY EQUAL TO AN ANNUAL PAYMENT FOR LIFE OF 8% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY (2.0 PERCENTAGE POINTS OF WHICH WAS EARNED IN FY 2015). THE SERP BENEFIT IS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. FOR THE YEAR ENDED AUGUST 31, 2015, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $188,985 AND IS INCLUDED ON SCHEDULE J COLUMN (C) AS DEFERRED COMPENSATION. THE PRIOR SERP WAS EARNED OVER THE 12 YEARS ENDING AUGUST 31, 2012. HAVING SERVED IN HIS POSITION THROUGH AUGUST 31, 2012, THE PRESIDENT IS ELIGIBLE TO RECEIVE A BENEFIT APPROXIMATELY EQUAL 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 IS AN OFFICER. THERE WERE NO ACCRUALS TO THIS SERP AFTER AUGUST 31, 2012. THIS SERP BENEFIT REMAINS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. THE UNIVERSITY ALSO PROVIDES THE PROVOST WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS SOCIAL SECURITY AND 403(B) RETIREMENT BENEFITS. THE SERP IS EARNED GRADUALLY THROUGH HIS TERM OF SERVICE AS PROVOST. BY REMAINING IN HIS POSITION THROUGH AUGUST 31, 2015, THE PROVOST BECAME ELIGIBLE TO RECEIVE A BENEFIT APPROXIMATELY EQUAL TO AN ANNUAL PAYMENT FOR LIFE OF 42% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY (3.0 PERCENTAGE POINTS OF WHICH WAS EARNED IN FY 2015), 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 IS AN OFFICER. THE SERP BENEFIT IS SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. FOR THE YEAR ENDED AUGUST 31, 2015, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $300,738 AND IS INCLUDED ON SCHEDULE J COLUMN (C) AS DEFERRED COMPENSATION.
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" AND "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 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 THE NINETEEN LARGEST 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 THE ACADEMIC PERFORMANCE OF THE STUDENT-ATHLETES, ATHLETIC PERFORMANCE, ATTENDANCE AT ATHLETIC EVENTS, AND/OR LEADERSHIP, AS PROVIDED IN THE PROFESSIONALS' COMPENSATION AGREEMENTS. VARIABLE COMPENSATION OF 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY CP
A52170559213018AXQ82014-10-22$300,000,000SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S
B521705592130175P892004-06-24$181,196,530SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3
C521705592130178JD92007-06-19$153,277,097SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5
D521705592130178TQ92009-08-04$59,147,724SEE SCHEDULE Ofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$300,218,072$0$2,386,043$0$0$0$0$48,608,367$218,072$02015Yes (true)falsefalseYes (true)
B$9,790,000$0$182,429,497$0$1,198,734$0$992,205$0$0$147,790,592$32,447,966$02006Yes (true)falseYes (true)Yes (true)
C$0$0$156,107,342$0$595,440$0$661,216$0$0$64,355,560$90,495,126$02009Yes (true)falseYes (true)Yes (true)
D$0$0$59,148,032$0$0$0$1,644$0$0$0$59,146,388$02003falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
BfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalsefalseYes (true)
CfalseYes (true)falseYes (true)Yes (true)0falsefalsefalseYes (true)
D0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)Yes (true)falseYes (true)falsefalse0falseYes (true)
0
BfalsefalseYes (true)Yes (true)Yes (true)falsefalse0falseYes (true)
0
CfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE KTAX-EXEMPT BONDS FOR MORE THAN 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 IS THE HUB OF STANFORD'S ENVIRONMENTAL SUSTAINABILITY TEACHING AND RESEARCH. IT IS A MODEL FOR SUSTAINABILITY BUILDING STANDARDS, USING 56 PERCENT LESS ENERGY AND 90 PERCENT LESS POTABLE WATER THAN A TRADITIONALLY CONSTRUCTED BUILDING OF ITS SIZE. IT HAS BEEN RECOGNIZED WITH LEED 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. SCIENTISTS AT THE CENTER ARE STUDYING HOW TO CREATE MATERIALS AND DEVICES NO BIGGER THAN ONE-BILLIONTH OF A METER, WITH DIRECT AND ECONOMICALLY VIABLE APPLICATIONS TO MEDICINE, ENERGY AND COMMUNICATIONS. 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 OPENED IN 2010 AND 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 HOUSING COMPLEX FOR 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 12 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, HUMAN RIGHTS, NONPROFIT CORPORATE GOVERNANCE, EDUCATION, AND RELIGIOUS FREEDOM. FORM 990, SCHEDULE K, PART I, COLUMN C CUSIP NUMBER CEFA TAX EXEMPT COMMERCIAL PAPER ("TECP") DATED 10/22/14 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, 10/22/14. 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. REFUND PRIOR COMMERCIAL PAPER NOTES ISSUED IN 2013 THAT WERE PART OF THE SAME PROGRAM. COSTS OF ISSUANCE. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES. REFUND CEFA SERIES L-8 ISSUED 10/30/2000, REFUND CEFA SERIES L-9 ISSUED 10/31/2001, 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. 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. 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. FORM 990, SCHEDULE K, PART III, LINES 4-5 PRIVATE BUSINESS USE STANFORD UNIVERSITY FINANCES ITS FACILITIES WITH A COMBINATION OF TAX-EXEMPT DEBT, TAXABLE DEBT, GIFTS AND OTHER UNIVERSITY FUNDS. OCCASIONALLY, SOME OF THESE FACILITIES WILL HOUSE ACTIVITIES THAT MAY CONSTITUTE "PRIVATE BUSINESS USE", AS DEFINED IN IRC SECTION 141. FOR INSTANCE, STANFORD MAY RENT A SMALL PORTION OF A FACILITY TO A FOR-PROFIT OPERATOR OF CAFETERIAS (PRIMARILY FOR THE CONVENIENCE OF FACULTY, STAFF, STUDENTS AND THEIR GUESTS). IN OTHER SITUATIONS, STANFORD MAY RECEIVE A GENEROUS CORPORATE GIFT TO FUND A PORTION OF A BUILDING AND MAY CHOOSE TO ACKNOWLEDGE SUCH GENEROSITY BY NAMING A CLASSROOM, LIBRARY OR AUDITORIUM IN HONOR OF THE CORPORATE DONOR. IN SUCH CASES, STANFORD ELECTS THE "UNDIVIDED PORTION ALLOCATION METHOD" DESCRIBED IN PROPOSED TREASURY REGULATION SECTION 1.141-D(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.
SCHEDULE K CONTINUEDACCORDINGLY, 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1
A521705592130178VU72010-05-06$251,631,228SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2
B521705592130178M862012-04-17$99,193,766SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3
C521705592130178X762013-05-15$351,795,122SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES SERIES U-4
D521705592130178X842013-05-15$52,773,978SEE SCHEDULE Ofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$251,878,327$0$1,309,386$0$1,631,228$0$0$112,490,614$136,447,099$02012Yes (true)falseYes (true)Yes (true)
B$0$0$99,194,474$0$0$0$572,646$0$0$0$98,621,828$02003Yes (true)falseYes (true)Yes (true)
C$0$0$351,884,550$0$5,327,382$0$1,249,348$0$0$339,484,863$5,825,277$02013Yes (true)falseYes (true)Yes (true)
D$0$0$52,773,988$0$0$0$191,291$0$0$0$52,582,697$02003falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0falsefalsefalseYes (true)
B0
CfalseYes (true)falseYes (true)Yes (true)0falsefalsefalseYes (true)
D0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
0
DfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES SERIES U-5
A5217055921301783X22014-05-14$150,450,962SEE SCHEDULE Ofalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6
B5217055921301783W42014-05-14$350,002,728SEE SCHEDULE Ofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$150,451,763$0$0$0$2,211$0$0$0$150,449,552$02002Yes (true)falseYes (true)Yes (true)
B$0$0$350,236,085$0$594,398$0$0$0$0$186,270,324$3,242,003$160,129,360Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0
B0falseYes (true)falseYes (true)Yes (true)falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BYFormAndLineReferenceDesc
ExplanationBOND 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% 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 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 JULY 21, 2010. D. 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 (10 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
JOHN ETCHEMENDY
OFFICERHOUSINGYes (X)$1,710,000$1,710,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$300,000$150,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$300,000$60,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$25,000$25,000falseYes (true)Yes (true)
MARTIN SHELL
OFFICERHOUSINGYes (X)$1,000,000$850,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$1,695,000$1,657,013falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$700,000$700,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$1,150,000$1,150,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$780,534$780,534falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$719,466$719,466falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$7,802,013TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JEANNE MARIE DAVILA
SEE PART V$187,105COMPENSATIONfalse
THOMAS BYERS
SEE PART V$253,221COMPENSATIONfalse
BETH MCLELLAN
SEE PART V$86,852COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART IILOANS TO/FROM INTERESTED PERSONS: 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 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. PURSUANT TO PROGRAMS INTENDED TO FACILITATE HOUSING FOR EMPLOYEES, THE UNIVERSITY HOLDS MORTGAGES AND LEASEHOLDS ON CERTAIN HOUSES ON OR NEAR CAMPUS OWNED OR OCCUPIED BY EMPLOYEES AND THEIR FAMILIES, WHICH, FROM TIME TO TIME, COULD INCLUDE OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY.
SCHEDULE L, PART IIIGRANTS TO INTERESTED PERSONS: THESE DISCLOSURES DO NOT INCLUDE TRANSACTIONS 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, AS SUCH AMOUNTS WOULD BE IN ACCORDANCE WITH FINANCIAL AID OR GRANT PRACTICES AND ARE PROTECTED UNDER FERPA.
SCHEDULE L, PART IVBUSINESS TRANSACTIONS WITH INTERESTED PERSONS: CERTAIN STANFORD EMPLOYEES HAVE A FAMILY RELATIONSHIP WITH A LISTED PERSON. IN THE CASES REPORTED BELOW, SUCH EMPLOYEES HAD BEEN EMPLOYED BY STANFORD PRIOR TO APPOINTMENT OF THE LISTED PERSON TO THE POSITION OF OFFICER OR TRUSTEE AND, IN NO CASE, WAS THE LISTED PERSON 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: $158,800 IN CASH COMPENSATION AND $28,305 IN BENEFITS DURING FISCAL YEAR 2015 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: $218,050 IN CASH COMPENSATION AND $35,171 IN BENEFITS DURING FISCAL YEAR 2015 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: $73,662 IN CASH COMPENSATION AND $13,190 IN BENEFITS DURING FISCAL YEAR 2015 EARNED IN HER FULL TIME STAFF POSITION AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution69ContributionCnt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2220ContributionCnt
Noncash Contributions Rpt F990$252,799,266NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$1,999,089NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution96ContributionCnt
Noncash Contributions Rpt F990$8,149,684NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MRI SYSTEM1$1,550,000FAIR MARKET VALUE
Yes (X)MUSICAL ITEMS & INSTRUMENTS8$16,808FAIR MARKET VALUE
Yes (X)COMPUTERS AND ACCESSORIES7$151,588FAIR MARKET VALUE
Yes (X)OTHER EQUIPMENT18$432,632FAIR MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received23Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART IFormAndLineReferenceDesc
ExplanationIN COLUMN B, STANFORD IS REPORTING THE NUMBER OF CONTRIBUTIONS. LINE 32A, USE OF THIRD-PARTY - STANFORD MAY, FROM TIME TO TIME, ENGAGE THIRD PARTIES (E.G., REAL ESTATE BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS. LINE 33, NON-CASH CONTRIBUTIONS - WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, ARTIFACTS, AND THE LIKE, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, LINE KFORM OF ORGANIZATION THE LELAND STANFORD JUNIOR UNIVERSITY WAS FOUNDED BY SENATOR AND MRS. LELAND STANFORD ON NOVEMBER 11, 1885, IN MEMORY OF THEIR ONLY CHILD, LELAND, JR. THE FOUNDING WAS ACCOMPLISHED BY A GRANT OF ENDOWMENT, KNOWN AS THE FOUNDING GRANT, WHICH CONVEYED IN TRUST TO A BOARD OF TRUSTEES CERTAIN PROPERTIES, DIRECTED THAT A UNIVERSITY BE ESTABLISHED AND OUTLINED THE OBJECTIVES AND GOVERNMENT OF THE UNIVERSITY. SUBSEQUENT LEGISLATION IN THE STATE OF CALIFORNIA GRANTED THE UNIVERSITY CORPORATE POWERS EFFECTIVE 1901. ACCORDINGLY, STANFORD HAS ELECTED TO BE TREATED AS A CORPORATION FOR THE PURPOSES OF THE ADMINISTRATION OF FEDERAL AND STATE INCOME TAX LAW. FORM 990, PART I, LINE 6 VOLUNTEERS THERE ARE THOUSANDS OF ALUMNI AND FRIENDS OF STANFORD UNIVERSITY WHO VOLUNTEERED THEIR SERVICES TO STANFORD OVER THE COURSE OF THE YEAR. EXAMPLES OF THE WIDE SPECTRUM OF VOLUNTEER SERVICES INCLUDE SERVING AS A MEMBER OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, SERVING ON A FUNDRAISING COMMITTEE, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 11,000 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 OVER 2,100 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,000 UNDERGRADUATE AND 9,100 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 4ASTATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, CONTINUED FROM PAGE 3 (EXPENSES $1,613,004,544 INCLUDING GRANTS OF $41,076,721, REVENUE $751,563,395) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 16,122 STUDENTS, INCLUDING 6,994 UNDERGRADUATE AND 9,128 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,153-PERSON FACULTY INCLUDES 20 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. STANFORD STRIVES FOR CLOSE INTERACTION WITH FACULTY TO PREPARE STUDENTS TO BE TOMORROW'S LEADERS.
FORM 990, PART III, LINE 4B(EXPENSES $1,159,430,326 INCLUDING GRANTS OF $21,789,454, REVENUE "NON PUBLIC" ONLY $178,270,065; AMOUNT 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 TECHNOLOGY, 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(EXPENSES $962,598,778 INCLUDING GRANTS OF $1,105,644, REVENUE $1,005,264,887.) UNIVERSITY AUXILIARY ACTIVITIES: INCLUDES AMONG OTHERS PATIENT CARE, RESIDENTIAL & DINING ENTERPRISES (R&DE), 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 6,470 UNDERGRADUATE STUDENTS (97% OF TOTAL UNDERGRADUATE STUDENTS ELIGIBLE FOR HOUSING, EXCLUDING OVERSEAS) AND 5,650 GRADUATE STUDENTS (62% OF TOTAL GRADUATE STUDENTS ELIGIBLE FOR HOUSING). R&DE COMPLEMENTS STANFORD'S ACADEMIC PROGRAMS WITH A ROBUST RESIDENTIAL LIVING AND LEARNING ENVIRONMENT. THE UNIVERSITY AND R&DE HAVE 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 4DOTHER PROGRAM SERVICES (EXPENSES $692,005,267 INCLUDING GRANTS OF $366,709,711, REVENUE $397,196,123) ACADEMIC SUPPORT AND PUBLIC SERVICE $380,297,387 STUDENT FINANCIAL AID $260,615,588 SLAC CONSTRUCTION AND OTHER $51,087,292 TOTAL OTHER PROGRAM SERVICE EXPENSES $692,005,267 ACADEMIC SUPPORT AND PUBLIC SERVICE: STANFORD SUPPORTS 20 LIBRARIES. THE COLLECTIONS OF BOOKS, JOURNALS, SCORES AND PRINTED REFERENCE WORKS COMPRISE MORE THAN 9.3 MILLION PHYSICAL VOLUMES, 1.5 MILLION E-BOOKS, 2.5 MILLION AUDIOVISUAL MATERIALS, MORE THAN 77,000 SERIALS, THOUSANDS OF OTHER DIGITAL RESOURCES AND NEARLY 6 MILLION MICROFORM HOLDINGS. SPECIAL COLLECTIONS INCLUDE ABOUT 300,000 RARE BOOKS AND MORE THAN 59 MILLION PAGES OF MATERIALS. THE STANFORD UNIVERSITY INFORMATION TECHNOLOGY NETWORK AND INFRASTRUCTURE INCLUDES MORE THAN 250,000 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 12BHOW THE FINANCIAL STATEMENTS WERE AUDITED STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED AUGUST 31, 2015 AND AUGUST 31, 2014 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 INCLUDE THE UNIVERSITY ACCOUNTS AND THOSE OF STANFORD HEALTH CARE AND THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("THE HOSPITALS"). THE FINANCIAL STATEMENTS 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 4BSTANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK OR INVESTMENT ACCOUNTS IN THE FOLLOWING COUNTRIES: AUSTRALIA; AUSTRIA; BELGIUM; BERMUDA; BRAZIL; BRITISH VIRGIN ISLANDS; CANADA; CAYMAN ISLANDS; CHANNEL ISLANDS; CHILE; CHINA; CZECH REPUBLIC; DENMARK; FINLAND; FRANCE; GERMANY; GHANA; GIBRALTAR; GREECE; HONG KONG; HUNGARY; INDIA; INDONESIA; IRELAND; ISLE OF MAN; ISRAEL; ITALY; JAPAN; LIECHTENSTEIN; LUXEMBOURG; MALAYSIA; MARSHALL ISLANDS; MAURITIUS; MEXICO; NETHERLANDS; NEW ZEALAND; NORWAY; PHILIPPINES; PORTUGAL; SINGAPORE; SOUTH AFRICA; SOUTH KOREA; SPAIN; SWEDEN; SWITZERLAND; TAIWAN; THAILAND; TURKEY; UNITED KINGDOM.
FORM 990, PART VI, SECTION A, LINE 2BUSINESS RELATIONSHIPS THE FOLLOWING INDIVIDUALS LISTED ON PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - JOHN HENNESSY AND KAVITARK RAM SHRIRAM ARE BOTH DIRECTORS OF ALPHABET INC. AND GOOGLE INC., WHERE RUTH PORAT SERVES AS CHIEF FINANCIAL OFFICER. - BROOK H. BYERS AND RANDALL LIVINGSTON ARE BOTH DIRECTORS OF PACIFIC BIOSCIENCES, INC. - 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 & BREVIEW 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 12CCONFLICT OF INTEREST MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("TRUSTEES"), OFFICERS AND FACULTY MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES THAT ARE STRICTLY ENFORCED TO ENSURE THAT ALL TRANSACTIONS WITH THESE PARTIES ARE ARM'S LENGTH, AND THERE IS NO FAVORABLE TREATMENT AS A RESULT OF THESE RELATIONSHIPS. CONFLICTS OF INTEREST ARE REGULARLY MONITORED, AND APPLICABLE POLICY IS CONSISTENTLY ENFORCED. UNIVERSITY-WIDE COMPLIANCE INITIATIVES INCLUDE TRAINING AND DOCUMENTATION, REQUIRED ANNUAL DISCLOSURE AND FOLLOW-UP; MANAGEMENT CONTROLS; ENTERPRISE RISK MANAGEMENT; REGULAR INTERNAL AND EXTERNAL AUDITS; WHISTLE-BLOWER PROVISIONS; SUPERVISION; AND REVIEW. PERCEIVED VIOLATIONS WOULD BE INVESTIGATED AND ADDRESSED AS APPROPRIATE THROUGH VARIOUS SANCTIONS, INCLUDING FINANCIAL PENALTIES AND TERMINATION, DEPENDING UPON THE NATURE AND DEGREE OF THE CONFLICT. FOR OFFICERS, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH OFFICERS AND THEIR IMMEDIATE FAMILY. WHEN SUCH ASSOCIATIONS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE, IN THE BEST INTERESTS OF THE UNIVERSITY, ANY ACTUAL OR PERCEIVED CONFLICT. FACULTY MUST COMPLY WITH THE FACULTY CONFLICT OF INTEREST POLICY, WHICH REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY AND DISCLOSURE OF INTERESTS IN OUTSIDE ENTITIES THAT ARE SPONSORS OF THEIR TEACHING OR RESEARCH OR OTHER TRANSACTIONS WITH THE UNIVERSITY IN WHICH THEY ARE INVOLVED. ALL PERSONAL FINANCIAL INTERESTS RELATED TO STANFORD ACTIVITIES MUST BE REPORTED, REGARDLESS OF DOLLAR AMOUNT. FOR TRUSTEES, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES IS PERMITTED TO PARTICIPATE IN ANY DECISION RELATING TO AN ENTITY IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. THE CONFLICT OF INTEREST POLICY ALSO PRECLUDES THE UNIVERSITY FROM ENTERING INTO CERTAIN TRANSACTIONS WITH AN ENTITY IN WHICH A TRUSTEE HAS A MATERIAL FINANCIAL INTEREST UNLESS MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT. NAMELY, THE POLICY REQUIRES THAT SUCH TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY, AND OTHERWISE IN ACCORDANCE WITH SOUND CONFLICT MANAGEMENT PRACTICES. THE CONFLICT OF INTEREST POLICY REQUIRES EACH TRUSTEE TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION DETERMINATION THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF BOTH THE TOP MANAGEMENT OFFICIAL (PRESIDENT OF THE UNIVERSITY) AND OF OTHER OFFICERS/KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. IN THE CASE OF THE UNIVERSITY'S PRESIDENT, THE VICE PRESIDENT OF HUMAN RESOURCES, AT A PRELIMINARY MEETING WITH A SUBCOMMITTEE OF THE COMMITTEE ON COMPENSATION, PRESENTS AN ANALYSIS OF CURRENT RELEVANT MARKET DATA 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 BOTH MEETINGS ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT OF 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 OF 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 OF HUMAN RESOURCES.
FORM 990, PART VI, SECTION C, LINE 19STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, FACULTY AND STAFF CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC ON STANFORD'S WEBSITE, AND UPON REQUEST TO THE OFFICE OF UNIVERSITY COMMUNICATIONS.
FORM 990, PART VII, SECTION A, COLUMN BHOURS FOR RELATED ORGANIZATIONS IN CONNECTION WITH THEIR POSITIONS AT STANFORD, CERTAIN LISTED INDIVIDUALS MAY, FROM TIME TO TIME, PARTICIPATE IN ACTIVITIES OF A RELATED ORGANIZATION. WHERE THE LISTED INDIVIDUALS ARE TRUSTEES, DIRECTORS, OFFICERS, OR EMPLOYEES OF THE RELATED ORGANIZATION, THE TIME DEVOTED TO THE RELATED ORGANIZATION BY SUCH INDIVIDUALS IS GENERALLY REPORTED AS RELATED ORGANIZATION HOURS IN PART VII, SECTION A, LINE 1A, COLUMN (B), BELOW THE DOTTED LINE. IN ALL OTHER CASES, THE HOURS IN CONNECTION WITH SUCH PARTICIPATION ARE INCLUDED IN THE HOURS REPORTED FOR THE INDIVIDUALS' POSITIONS AT STANFORD UNIVERSITY IN PART VII, SECTION A, LINE 1A, COLUMN (B), ABOVE THE DOTTED LINE.
FORM 990, PART VII, SECTION BINDEPENDENT CONTRACTORS IN THE PRESENTATION OF THE DATA APPEARING IN FORM 990, PART VII, SECTION B, STANFORD REPORTS DIRECT CASH COMPENSATION PAID TO PROFESSIONAL INDEPENDENT CONTRACTORS. COMMISSIONS, DISCOUNTS, AND MANAGEMENT FEES EMBEDDED IN AND/OR DEDUCTED FROM INVESTMENT RETURNS AND AMOUNTS PROVIDED TO VENTURE CAPITAL, PRIVATE EQUITY, AND HEDGE FUND GENERAL PARTNERS DUE TO THEIR "CARRIED INTEREST" IN PARTNERSHIPS IN WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $(85,091,000) PAYMENTS TO LIVING TRUST BENEFICIARIES (41,969,099) NET HOSPITAL TRANSFERS 89,962,765 CHANGE IN VALUE OF SWAP AGREEMENTS (5,127,152) ------------- $(42,224,486)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
STANFORD UNIVERSITY OTL LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365TECHNOLOGYCA$7,078$64,083STANFORD
SU ACQUISITION LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$454,962$2,000,000STANFORD
SAA SIERRA PROGRAMS LLC
3145 PORTER DRIVEPALO ALTOCA94304800313657ALUM RELATIONCA$6,732,889$10,575,165STANFORD
ANTS AT WORK LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365RESEARCHNM$0$55,000STANFORD
SHR HOTEL LLC
3145 PORTER DRIVEPALO ALTOCA94304412277925REAL ESTATECA$51,440,937$8,978,098STANFORD
SPECIALTY EVENTS LLC
3145 PORTER DRIVEPALO ALTOCA94304273665473GEN. BUS. OPSCA$0$0STANFORD
ROCKY HILL PROPERTY LLC
3145 PORTER DRIVEPALO ALTOCA94304454672921REAL ESTATECA$41,896$4,639,615STANFORD
STANFORD UNIVERSITY GLOBAL LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365EDUCATIONCA$0$1,116,749STANFORD
CARDINAL NEWBURY GP LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$0$0STANFORD
CARDINAL NEWBURY LP LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$0$2STANFORD
FAIRFIELD NORTH SEA ENERGY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE-$58,679,495$0STANFORD
SAND HILL INVESTMENTS GP LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305412262027INVESTMENTDE$0$0STANFORD
SMC DE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$2,507,091$11,154STANFORD
ALTIRA TECHNOLOGY FUND IV DIRECT INVEST
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE-$213,511$62,301STANFORD
SNOWCREEK VII LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305954890334REAL ESTATECA$60,577$6,207,154STANFORD
GRE PROPERTIES LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$24,658STANFORD
GRE PROPERTIES II LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$5,059STANFORD
JPS NO 1 LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$3,935,123STANFORD
JPS NO 2 LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$1STANFORD
GREGORY STREET ACQUISITION LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATECO$0$4,371STANFORD
HP OUTLAWS LLC
3160 PORTER DRIVE SUITE 200PALO ALTOCA94304941156365REAL ESTATEDE$0$0STANFORD
200 GREGORY STREET LLC
3160 PORTER DRIVE SUITE 200PALO ALTOCA94304941156365REAL ESTATECO$0$0STANFORD
CYPRESS MARINA HEIGHTS LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305954887979INVESTMENTSCA$0$0CYPRESS MARI
CYPRESS MARINA PARTNERS LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSCA$0$30,357,089STANFORD
RED 238 LLC
C/O SMC 635 KNIGHT WAYSTANFORDDE94305INVESTMENTSCA$0$18,211,761STANFORD
RED ALPINE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$25,000,000STANFORD
RED ALVARADO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$21,381,759STANFORD
RED ARBORETUM LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$14,747,651STANFORD
RED ARDENWOOD LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$24,202,527STANFORD
RED BART LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$8,173,902STANFORD
RED BROADWAY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE-$12$7,728,586STANFORD
RED CAMINO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$14,140,000STANFORD
RED DECOTO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$13,107,332STANFORD
RED DISH LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$939,496STANFORD
RED LOMITA LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$602,068$24,397,932STANFORD
RED MARINA LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$9,663,000STANFORD
RED MARINER LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$57,961,072STANFORD
RED POPLAR LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$60,495,511STANFORD
RED QUARRY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$3,741,000STANFORD
RED RECIPE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED SANDHILL LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$5,615,869STANFORD
RED SKYLINE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$32,366,583STANFORD
RED VELD LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$8,056,182STANFORD
SAND HILL INVESTMENTS LP
C/O SMC 635 KNIGHT WAYSTANFORDCA94305371557441INVESTMENTSDE$26,323$55,784,774SAND HILL GP

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
STANFORD HEALTH CARE
300 PASTEUR DRIVE MC 5555STANFORDCA94305946174066HEALTHCARECA501(C)(3)3STANFORDYes (true)
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
725 WELCH ROAD MC 5553PALO ALTOCA94304770003859HEALTHCARECA501(C)(3)3STANFORDYes (true)
HOSPITAL COMMITTEE FOR THE L-P AREAS
1111 E STANLEY BLVDLIVERMORECA94550941429628HOSPITALCA501(C)(3)3SHCYes (true)
VALLEYCARE MEDICAL FOUNDATION INC
5655 W LAS POSITAS BLVD 220PLEASANTONCA94588262593526SUPPORT VCHSCA501(C)(3)9HOSP CMTE LPYes (true)
VALLEYCARE SENIOR HOUSING
1111 E STANLEY BLVDLIVERMORECA94550943382224SR. FACILITYCA501(C)(3)11C, III-FIHOSP CMTE LPYes (true)
THE FREIDENRICH SUPPORT FOUNDATION
3145 PORTER DRIVEPALO ALTOCA94304300519583SUPPORTCA501(C)(3)11A, ISTANFORDYes (true)
SHR HOLDINGS INC
3145 PORTER DRIVEPALO ALTOCA94304943187167REAL ESTATECA501(C)(25)N/ASTANFORDYes (true)
SU EMP BEN TRUST POST RETEMPYNT BEN
3145 PORTER DRIVEPALO ALTOCA94304943246199BENEFITSCA501(C)(9)N/ASTANFORDYes (true)
UNIVERSITY HEALTHCARE ALLIANCE
855 OAK GROVE AVE SUITE 100MENLO PARKCA94205943192446HEALTHCARECA501(C)(3)3SHCYes (true)
THE DUDLEY E CHAMBERS FOUNDATION
JP MORGAN CHASE PO BOX 3038MILWAUKEEWI53201386841793SUPPORTNY501(C)(3)11D, III-OSTANFORDYes (true)
STANFORD UNIVERSITY BOOKSTORE
BLDG 60 MAIN QUAD NO 105STANFORDCA94305940894150SUPPORTCA501(C)(3)11A, ISTANFORDYes (true)
PACKARD CHILDREN'S HEALTH ALLIANCE
725 WELCH ROAD MC5551PALO ALTOCA94304320359189HEALTHCARECA501(C)(3)3LPCHYes (true)
STANFORD HABITAT CONSERVATION BOARD
3160 PORTER DR STE 200PALO ALTOCA94304461882243CONSERVATIONCA501(C)(3)7STANFORDYes (true)
STANFORD FACULTY CLUB
PO BOX 7229STANFORDCA94309941187089FAC INTERACT.CA501(C)(7)N/ASTANFORDYes (true)
THE HONG KONGSU CHARITABLE TRUST
986078093SUPPORT501(C)(3)STANFORDYes (true)1401 CAROLINE CENTER28 PING ROADCAUSEWAYHKHK
THE STANFORD TRUST
SUPPORT501(C)(3)STANFORDYes (true)65 HIGH STREETOXFORDUKUKOX1 46L
STANFORD PROGRAMME (CAPE TOWN) NPC
EDUCATION501(C)(3)STANFORDYes (true)WAVERLY BUSINESS PARK BUILDING 11CAPE TOWNMOWBRAYSFSF
STANFORD FEDERAL CREDIT UNION
1860 EMBARCADERO RDPALO ALTOCA94303941492212CREDIT UNIONCA501(C)(1)N/ASTANFORDYes (true)
STANFORD HEALTH CARE ADVANTAGE
3220 BLUME DR STE 260RICHMONDCA948065741464071746HEALTHCARECA501(c)(3)11A, ISHCYes (true)
STANFORD SCHOOLS CORPORATION
475 POPE STREETMENLO PARKCA94025202699147EDUCATIONALCA501(C)(3)2STANFORDYes (true)
PACIFIC 12 CONFERENCE
1350 TREAT BOULEVARDWALNUT CREEKCA94597941459048EDUCATIONALCA501(C)(3)11A, INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdProvince Or StateForeignAddress/ProvinceOrStateNm
ATWATER 12 LP
2100 ROSS AVE STE 1600DALLASTX75201752944481INVESTMENTSDESTANFORDEXCLUDED$547,000$2,098false$0false0.70000
AVENUE ASIA CAPITAL PARTNERS LP
399 PARK AVE 6TH FLNEW YORKNY10022010553224INVESTMENTSDESTANFORDEXCLUDED-$770$0false$0false0.00000
JER R E QUALIFIED PARTNERS EUROPE LP
7950 JONES BRANCH DR STE 220MCLEANVA22107542029560INVESTMENTSDESTANFORDUNRELATED-$13,678$0false-$3,067false0.99000
PALO ALTO LP
INVESTMENTSSTANFORDEXCLUDED$22,523,770$13,208,932false$0false0.9895013 CASTLE STREETST. HELIERJEXC JE4 9WGJE
SANDPIPER FUND LP
2000 MCKINNEY AVE STE 2125DALLASTX75201260341626INVESTMENTSTXSTANFORDEXCLUDED$0$92,611,931false$0false0.99000
SAROFIM MULTIFAMILY PARTNERS LP
8115 PRESTON RD STE 400DALLASTX75225201929002RE DEVELOPMENTDESTANFORDEXCLUDED$5,578,125$969,965false$0false0.63750
SCP REAL ASSETS FUND (A) LP
450 PARK AVE 23RD FLNEW YORKNY10022203949682INVESTMENTSDESTANFORDUNRELATED$0$6,948,595false$780,120false0.62000
FORTRESS IW COINVESTMENT (FUND B) LP
1345 AVE OF THE AMERICAS 23RD FLNEW YORKNY10105980509639INVESTMENTSSTANFORDEXCLUDED$0$1false$0false0.71640CJ
STANFORD PET-CT LLC
300 PASTEUR DRIVE M/C 5555STANFORDCA94305611423414MED. DIAGNOSTCASHCRELATED$5,575,102$10,137,717$00.50000
CEE EQUITY HOLDINGS LP
INVESTMENTSSTANFORDEXCLUDED$6,996,511$293,890false$0false0.99900ELIZABETH HOUSE 9 CASTLE STST. HELIER,JEJE4 2QPJEJE
LSF V DHB HOLDINGS LP
2711 N HASKELL AVE STE 1700DALLASTX75204272858604INVESTMENTSDESTANFORDEXCLUDED$0$107,555,199false$0false0.61000
SIC SNOWCREEK VIII LLC
635 KNIGHT WAYSTANFORDCA94305275431605RE DEVELOPMENTCASTANFORDUNRELATED-$288,926$14,859,589false-$348,958false0.99870
SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL ROAD MC5713PALO ALTOCA94304263934706HOLDING COMPANYDESHC$0$0false$0false0.00000
ARCOLA VENTURE LLC
C/O STANFORD MGMT CO 635 KNIGHT WSTANFORDCA943057297371689632RE DEVELOPMENTDESTANFORDUNRELATED$0$38,984,074false-$1,486,528false0.90740
BLACKSTONE REP VII TE 7-NQ LP
C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154900878802INVESTMENTSDESTANFORDUNRELATED$2,454,551$72,707,515false$769,138false0.51000
OUTLAWS CASINO LTD
3160 PORTER DRPALO ALTOCA94304841457498HOLDING COMPANYCOHP OUTLAWS LLC$0$0$0Yes (true)0.80000
STANFORD EMANUEL RAD ONCOLOGY CENTER
825 DELBON AVETURLOCKCA95382208885091RADIOLOGYCASHC$0$0$00.00000
ARCOLA RESIDENTIAL VENTURE LLC
635 KNIGHT WAYSTANFORDCA943057297900818278REAL ESTATECAARCOLA RESIDENT$4,431,863$28,671,593false$0false0.92960
STANFORD-STARTX FUND LLC
3145 PORTER DRIVEPALO ALTOCA94304464297719INVESTMENTSDESTANFORDEXCLUDED$618,392$34,608,267false$0Yes (true)0.66670
CLAIRVUE CAPITAL PARTNERS II-TE 1 LP
150 CALIFORNIA STREET STE 850SAN FRANCISCOCA94111800909516INVESTMENTSDESTANFORDEXCLUDED$2,109,477$9,030,342false$0false0.98640
CLAIRVUE CAPITAL PARTNERS II-TE 2 LP
150 CALIFORNIA STREET STE 850SAN FRANCISCOCA94111800909556INVESTMENTSDESTANFORDEXCLUDED$430,300$1,822,366false$0false0.66660
KEB INVESTORS II LP
941156365INVESTMENTSSTANFORDEXCLUDED$0-$431,212false$0false0.64000WASHINGTON MALL STE 304 7 REID STHAMILTONBDHM 11BD
SEQUOIA MFM OPERATING COMPANY LLC
770 WELCH ROAD LPCH- ADMIN MC5551PALO ALTOCA94304475060529MFM PROGRAMCALPCHEXCLUDED$0$0false$0false0.00000
SP SMC PARTNERS LLC
2711 CENTERVILLE RD STE 400WILMINGTONDE19808INVESTMENTSDESTANFORDEXCLUDED$276,371$23,695,118false$0false0.99900

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndProvince Or StateForeignAddress/ProvinceOrStateNmAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdForeign PostalForeignAddress/ForeignPostalCd
STANFORD SGGS EUROPE INC
UGLAND HOUSE S CHURCH STPO BOX 309GT, GEORGE TOWNCJ131684331INVESTMENTSCJSTANFORDC CORP$4,926,785$19,179,5621.00000Yes (true)
BLACK RIVER EMEA INVESTORS FUND LTD
UGLAND HOUSE S CHURCH STGEORGE TOWNCJ980428006INVESTMENTSCJSTANFORDC CORP$12,046,613$113,660,4810.92500Yes (true)
EAST SAIL
C/O INTL FS INC IFS COURTTWENTYEIGHT, CYBERCITY, EBENEMPINVESTMENTSMPSTANFORDC CORP-$74,150$23,9181.00000Yes (true)
GAVEA INVESTMENT FUND II-C LP
PO BOX 896GT HARBOUR CENTREGEORGE TOWNCJ980537952INVESTMENTSCJSTANFORDC CORP$2,779,317$10,567,5160.53000Yes (true)CAYMAN ISLANDS
LS ALBERTA III LP
980493425INVESTMENTSCASTANFORDC CORP$1,567$6,643,9081.00000Yes (true)C/O JE ROBERT COS 1650 TYSON BLVDMCLEANVA22102
CLAT (15)
CHARITABLE TRSTANFORDTRUST$0$00.00000CA
CRT (536)
CHARITABLE TRSTANFORDTRUST$0$00.00000CA
OTHER (7)
CHARITABLE TRSTANFORDTRUST$0$00.00000CA
PIF (77)
CHARITABLE TRSTANFORDTRUST$0$00.00000CA
ALPINE CHALET INC
941556099SKI LODGESAA SIERRA PROGC CORP$529,041$327,1091.00000Yes (true)PO BOX 9988SOUTH LAKE TAHOECA96158CA
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
5275TH FLBLDG CACADEMY SOUTH RDHAIDAN DISTRICTCHEDUCATIONCHSU GLOBAL LLCC CORP$1,012,155$439,4841.00000Yes (true)BEIJING
STANFORD UNIV MED NETWORK RISK AUTHORITY
461132002RISK MGMT CONSUMIT HLDG INTC CORP$0$00.00000Yes (true)1400 PAGE MILL RD MSC 5713PALO ALTOCA94304CA
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
900897686INSURANCEUHAC CORP$0$00.00000Yes (true)201 MERCHANT STREET SUITE 2400HONOLULUHI96813HI
ARCOLA RES DEVELOPMENT CORP
800804754INVESTMENTSTANFORDC CORP$4,673,434$15,128,2971.00000Yes (true)C/O SMC 635 KNIGHT WAYSTANFORDCA943057297DE
BREP VII ALBERTA FEEDER(OFFSHORE)TE7 LP
981066351INVESTMENTSCASTANFORDC CORP$138,365$7,448,7830.51720Yes (true)C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154
BREP VII ALBERTA FEEDER(OFFSHORE)TE7NQLP
981066355INVESTMENTSCASTANFORDC CORP$101,998$12,125,3460.51720Yes (true)C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
PO BOX 10008 WILLOW HOUSEGRAND CAYMANCJ981140761INVESTMENTSCJSTANFORDC CORP$1,896,397$20,214,3120.98770Yes (true)CAYMAN ISLANDSKY1-1001
MIDPOINT TECHNOLOGY PARK OWNERS ASSOC
943287254REAL ESTATESTANFORDC CORP$0$00.98800Yes (true)3145 PORTER DRIVEPALO ALTOCA94304CA
BIENVILLE ARGENTINA OPPS OFFSHORE FUND
INVESTMENTSCJSTANFORDC CORP$0$74,334,7700.91910Yes (true)405 LEXINGTON AVE 34TH FLOORNEW YORKNY10174
KAIZEN FUND
1 NORTH BRIDGE RD 6-8SINGAPORESNINVESTMENTSCJSTANFORDC CORP$0$392,290,5950.85450Yes (true)SINGAPORE179094
AFFINITY MEDICAL SOLUTIONS INC
203134011HEALTHCARESHCC CORP$0$00.00000Yes (true)1221 BROADWAY 3RD FLOOROAKLANDCA94612DE
BISHOP ROCK OPPORTUNITY OFFSHORE FUND
INVESTMENTSCJSTANFORDC CORP$49,131,9550.52100Yes (true)C/O SMC 635 KNIGHT WAYSTANFORDCA94305
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (67 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CEE EQUITY HOLDINGS LP
S$10,758,968BANK RECORDS
ATWATER 12 LP
S$22,982,517BANK RECORDS
BIENVILLE ARGENTINA OPPORTUNITIES OFFSHORE FU
B$75,000,000BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VIITE7 LP
B$11,993,372BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VIITE7 LP
B$7,713,507BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VIITE7 LP
S$13,850,745BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VIITE7 LP
S$12,591,604BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 NQ LP
B$2,725,367BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 NQ LP
S$951,187BANK RECORDS
BREP VII ALBERTA FEEDER OFFSHORE TE 7 LP
B$1,554,498BANK RECORDS
BREP VII ALBERTA FEEDER OFFSHORE TE 7 LP
S$307,954BANK RECORDS
CLAIRVUE CAPITAL PARTNERS II - TE 1 AND TE 2
B$301,295BANK RECORDS
CLAIRVUE CAPITAL PARTNERS II - TE 1 AND TE 2
S$11,506,889BANK RECORDS
EAST SAIL PVT LTD
B$11,320,525BANK RECORDS
GAVEA INVESTMENT FUND II C LP
S$2,779,317BANK RECORDS
KAIZEN FUND
B$400,000,000BANK RECORDS
LS ALBERTA III LP
S$4,858,902BANK RECORDS
LSF V DHB HOLDINGS LP
S$31,926,416BANK RECORDS
SANDPIPER FUND LP
B$60,000,000BANK RECORDS
SAROFIM MULTIFAMILY PARTNERS LP
S$5,578,125BANK RECORDS
SP SMC PARTNERS LLC
B$23,518,732BANK RECORDS
SP SMC PARTNERS LLC
S$398,925BANK RECORDS
STANFORD SGGS EUROPE INC
S$414,824BANK RECORDS
STANFORD SGGS EUROPE INC
S$4,511,961BANK RECORDS
SCP REAL ASSETS FUND (A) LP
B$58,610BANK RECORDS
SCP REAL ASSETS FUND (A) LP
S$1,649,708BANK RECORDS
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
B$18,278,047BANK RECORDS
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
S$2,875,138BANK RECORDS
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
J$1,687,520BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
K$907,201BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
L$214,486,262BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
M$2,305,464BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
N$961,581BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
R$30,000BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
S$23,504,707BOOK
STANFORD HEALTH CARE
J$5,300,037BOOK
STANFORD HEALTH CARE
K$6,830,026BOOK
STANFORD HEALTH CARE
L$627,640,267BOOK
STANFORD HEALTH CARE
M$32,150,000BOOK
STANFORD HEALTH CARE
N$2,292,346BOOK
STANFORD HEALTH CARE
R$4,043,284BOOK
STANFORD HEALTH CARE
S$66,458,058BOOK
ALPINE CHALET INC
A$6,421BOOK
PACKARD CHILDREN'S HEALTH ALLIANCE
Q$298,180BOOK
STANFORD PET-CT LLC
L$2,214,411BOOK
STANFORD PET-CT LLC
S$5,575,102BOOK
STANFORD UNIVERSITY BOOKSTORE
A$119,249BOOK
THE DUDLEY E CHAMBERS FOUNDATION
C$2,983,127BOOK
THE HONG KONGSTANFORD UNIVERSITY CHARITABLE
C$2,195,244BOOK
THE STANFORD TRUST
C$75,000BANK RECORDS
UNIVERSITY HEALTHCARE ALLIANCE
L$305,821BOOK
STANFORD FACULTY CLUB
B$377,858BOOK
STANFORD FACULTY CLUB
Q$221,767BOOK
STANFORD SCHOOLS CORPORATION
B$949,000BOOK
THE FREIDENRICH SUPPORT FOUNDATION
C$3,272,500BOOK
STANFORD (BEIJING) CONSULTING CO LTD (WFOE)
M$835,419BOOK
SHR HOLDINGS INC
C$9,389,120BOOK
SHR HOLDINGS INC
Q$1,779,763BOOK
SHR HOLDINGS INC
R$17,283BOOK
STANFORD FEDERAL CREDIT UNION
A$188,298BOOK
MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION
M$313,056BOOK
MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION
P$370,150BOOK
STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST
R$16,366,020BOOK
STANFORD FEDERAL CREDIT UNION
L$196,831BOOK
STANFORD PROGRAMME(CAPE TOWN) NPC
R$703,812BOOK
ARCOLA RESIDENTIAL DEVELOPMENT CORPORATION
A$689,530BOOK
STANFORD EMANUEL RAD ONCOLOGY CENTER
L$339,885BOOK

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IV, LINE (6)FormAndLineReferenceDesc
ExplanationCHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (7) CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (1) OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (2) POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART V, LINE 2 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 2015.ExplanationTxt