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THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-07-14
IRS object ID
201541959349300439
Schema version
2013v4.0
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)
Return2015-07-14T15:33:43-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 COMMERCE SQ17002001 MARKET STAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOARD OF TRUSTEES OF THE LELAND STANFORDBusinessNameLine1
Business Name Line2JUNIOR UNIVERSITYBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% CHRISTOPHER CANELLOSInCareOfNm
Business Name ControlBOARBusinessNameControlTxt
Phone6507251732PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13145 PORTER DRIVEAddressLine1
Address Line2SuiteAddressLine2
CityPALO ALTOCity
StateCAState
ZIP Code94304ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM SUZANNE CALANDRAPersonNm
Person TitleSR ASSOCIATE VP FOR FINANCEPersonTitleTxt
Phone6507251732PhoneNum
Signature2015-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FRIZPreparerPersonNm
PTINP00438748PTIN
Phone6507251732PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1STANFORD UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerJohn HennessyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Building 10AddressLine1
CityStanfordCity
StateCAState
ZIP Code94305ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$30,106,358,334GrossReceiptsAmt
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 Body35VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee34698TotalEmployeeCnt
Total Volunteers11000TotalVolunteersCnt
Total Gross UBI$13,793,521TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$62,561,524NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,719,795,101PYContributionsGrantsAmt
CY Contributions Grants$1,821,722,630CYContributionsGrantsAmt
PY Program Service Revenue$2,042,740,583PYProgramServiceRevenueAmt
CY Program Service Revenue$2,201,349,358CYProgramServiceRevenueAmt
PY Investment Income$1,069,740,558PYInvestmentIncomeAmt
CY Investment Income$1,579,276,073CYInvestmentIncomeAmt
PY Other Revenue$104,233,612PYOtherRevenueAmt
CY Other Revenue$114,675,185CYOtherRevenueAmt
PY Total Revenue$4,936,509,854PYTotalRevenueAmt
CY Total Revenue$5,717,023,246CYTotalRevenueAmt
PY Grants And Similar Paid$390,384,372PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$413,338,102CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,498,157,422PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,659,609,408CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$645,950PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$763,836CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$82,049,632CYTotalFundraisingExpenseAmt
PY Other Expenses$1,411,601,424PYOtherExpensesAmt
CY Other Expenses$1,567,849,260CYOtherExpensesAmt
PY Total Expenses$4,300,789,168PYTotalExpensesAmt
CY Total Expenses$4,641,560,606CYTotalExpensesAmt
PY Revenues Less Expenses$635,720,686PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,075,462,640CYRevenuesLessExpensesAmt
Total Assets BOY$31,539,947,659TotalAssetsBOYAmt
Total Assets EOY$35,227,473,556TotalAssetsEOYAmt
Total Liabilities BOY$5,816,842,431TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,006,332,328TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,723,105,228NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,221,141,228NetAssetsOrFundBalancesEOYAmt
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$1,492,359,889ExpenseAmt
Grant$34,980,642GrantAmt
Revenue$719,761,507RevenueAmt
DescINSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,075,576,597ExpenseAmt
Grant$21,843,993GrantAmt
Revenue$230,055,514RevenueAmt
DescORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B DOES NOT INCLUDE $1,036,090,761 IN FEDERAL RESEARCH SUPPORT. CONT'D SCH O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$896,358,713ExpenseAmt
Grant$1,254,656GrantAmt
Revenue$848,817,699RevenueAmt
DescUNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$644,217,432TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$355,258,811TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$402,714,638TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,108,512,631TotalProgramServiceExpensesAmt
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 EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document28560IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee34698EmployeeCnt
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 Filed7Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 DRIVEAddressLine1
CityPalo AltoCity
StateCAState
ZIP Code94304ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN HENNESSY
PRESIDENT/TRUSTEE50.0Yes (X)Yes (X)$805,963$0$331,213
FRED W ALVAREZ
TRUSTEE2.0Yes (X)
Robert M Bass
Trustee, appointed 10/01/20132.0Yes (X)
William R Brody
Trustee, until 05/31/20142.0Yes (X)
BROOK H BYERS
TRUSTEE2.0Yes (X)
James E Canales
Trustee2.0Yes (X)
ROANN COSTIN
TRUSTEE2.0Yes (X)
James G Coulter
Trustee2.0Yes (X)
DEBORAH A DECOTIS
TRUSTEE2.0Yes (X)
Steven A Denning
Trustee2.0Yes (X)
Bruce W Dunlevie
Trustee2.0Yes (X)
Armando Garza
Trustee2.0Yes (X)
John A Gunn
Trustee2.0Yes (X)2.0
GAIL B HARRIS
TRUSTEE2.0Yes (X)
Christine U Hazy
Trustee2.0Yes (X)
Ronald B Johnson
Trustee2.0Yes (X)2.0
LATONIA G KARR
TRUSTEE2.0Yes (X)
Frank D Lee
Trustee2.0Yes (X)2.0
BERNARD LIAUTAUD
TRUSTEE2.0Yes (X)
Susan R McCaw
Trustee2.0Yes (X)
LLOYD M METZ
TRUSTEE2.0Yes (X)
Hamid R Moghadam
Trustee2.0Yes (X)
Paul A Ormond
Trustee2.0Yes (X)
Ruth M Porat
Trustee2.0Yes (X)
LAURENE POWELL JOBS
TRUSTEE2.0Yes (X)
JEFFREY S RAIKES
TRUSTEE2.0Yes (X)
MINDY B ROGERS
Trustee, appointed 12/01/20132.0Yes (X)
Victoria B Rogers
Trustee2.0Yes (X)
Kavitark Ram Shriram
Trustee2.0Yes (X)
RONALD P SPOGLI
TRUSTEE2.0Yes (X)
SRINIJA SRINIVASAN
Trustee, appointed 4/01/20142.0Yes (X)
Isaac Stein
Trustee2.0Yes (X)0.5
Thomas F Steyer
Trustee2.0Yes (X)
GENE SYKES
TRUSTEE, appointed 02/01/20142.0Yes (X)
Vaughn C Williams
Trustee2.0Yes (X)2.0
Jerry Yang
Trustee2.0Yes (X)
JOHN ETCHEMENDY
PROVOST50.0Yes (X)$610,604$0$359,127
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO50.0Yes (X)$553,511$0$197,000
MARTIN SHELL
VP DEVELOPMENT50.0Yes (X)$661,415$0$150,642
DEBRA ZUMWALT
VP GENERAL COUNSEL50.0Yes (X)$575,158$0$185,240
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST50.0Yes (X)$1,366,832$0$1,483,978
DAVID DEMAREST
VP PUBLIC AFFAIRS50.0Yes (X)$345,910$0$105,968
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.50.0Yes (X)$381,493$0$199,117
WILLIAM MADIA
VP SLAC NAL38.0Yes (X)$469,145$0$28,712
DAVID JONES
VP HUMAN RESOURCES50.0Yes (X)$339,892$0$48,477
JOHN POWERS
PRESIDENT, STANFORD MGNT CO.50.0$2,292,110$790,351Yes (X)
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE50.0$1,727,637$375,6074.0Yes (X)
RICHARD SALLER
DEAN, SCHOOL OF HUM & SCIENCES50.0$545,440$36,413Yes (X)
GARY STEINBERG
CHAIR, NEUROSURGERY50.0$1,289,496$46,915Yes (X)
THOMAS KRUMMEL
CHAIR, SURGERY50.0$1,031,725$0$54,9292.0Yes (X)
DAVID SHAW
COACH50.0$1,720,219$504,216Yes (X)
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC50.0$1,891,602$0$46,932Yes (X)
JOHNNY DAWKINS
COACH50.0$1,278,444$513,499Yes (X)
PHILIP A PIZZO
PROF & FORMER DEAN, SCH OF MED50.0$695,353$0$180,7352.0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,581,949TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,639,071TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5458IndivRcvdGreaterThan100KCnt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
THE WHITING-TURNER CONTRACTING CO
PO BOX 17596BALTIMOREMD212971596CONSTRUCTION$253,778,029
DEVCON CONSTRUCTION INC
690 GIBRALTAR DRMILPITASCA95035CONSTRUCTION$87,913,728
VANCE BROWN INC
3197 PARK BOULEVARDPALO ALTOCA94306CONSTRUCTION$75,006,070
LEVEL 10 CONSTRUCTION LP
1050 ENTERPRISE WAY 250SUNNYVALECA94089CONSTRUCTION$22,529,416
HATHAWAY DINWIDDIE CONSTRUCTION CO
565 LAURELWOOD RDSANTA CLARACA950542419CONSTRUCTION$22,276,387
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K820CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$1,264,337FundraisingAmt
Government Grants$1,036,090,761GovernmentGrantsAmt
All Other Contributions$784,367,532AllOtherContributionsAmt
Noncash Contributions$245,018,382NoncashContributionsAmt
Total Contributions$1,821,722,630TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT INCOME900099$782,538,051$782,538,051
NONGOVERNMENT RESEARCH900099$230,055,514$230,055,514
PATIENT CARE900099$697,504,797$697,504,797
SPECIAL PROGRAMS900099$490,234,483$490,234,483
DRIVING RANGE713910$642,461$642,461

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$374,052TotalRevenueColumnAmt
Unrelated Business Revenue$374,052UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,201,349,358TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$297,273,970TotalRevenueColumnAmt
Unrelated Business Revenue$8,811,276UnrelatedBusinessRevenueAmt
Exclusion$288,462,694ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,837TotalRevenueColumnAmt
Exclusion$102,837ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,483,958TotalRevenueColumnAmt
Exclusion$8,483,958ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$144,742,099RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$41,117,682RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$103,624,417RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,624,417TotalRevenueColumnAmt
Exclusion$103,624,417ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,625,153,848SecuritiesAmt
Other$2,487,988OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,342,810,460SecuritiesAmt
Other$2,932,110OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,282,343,388SecuritiesAmt
Other-$444,122OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,281,899,266TotalRevenueColumnAmt
Unrelated Business Revenue$3,965,732UnrelatedBusinessRevenueAmt
Exclusion$1,277,933,534ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$137,722FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,264,337ContriRptFundraisingEventAmt
Fundraising Direct Expenses$628,639FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$490,917TotalRevenueColumnAmt
Exclusion-$490,917ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,903,924GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,846,197CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,057,727TotalRevenueColumnAmt
Exclusion$3,057,727ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,717,023,246TotalRevenueColumnAmt
Related Or Exempt Func Income$2,200,332,845RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,793,521UnrelatedBusinessRevenueAmt
Exclusion$1,681,174,250ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,085,970TotalAmt
Program Services$20,085,970ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$382,738,678TotalAmt
Program Services$382,738,678ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,513,454TotalAmt
Program Services$10,513,454ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,887,400TotalAmt
Program Services$4,160,590ProgramServicesAmt
Management And General$6,775,818ManagementAndGeneralAmt
Fundraising$950,992FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$589,017TotalAmt
Program Services$376,971ProgramServicesAmt
Fundraising$212,046FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,133,284,126TotalAmt
Program Services$1,958,311,594ProgramServicesAmt
Management And General$127,263,432ManagementAndGeneralAmt
Fundraising$47,709,100FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$129,471,136TotalAmt
Program Services$108,967,174ProgramServicesAmt
Management And General$16,914,329ManagementAndGeneralAmt
Fundraising$3,589,633FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$264,920,140TotalAmt
Program Services$222,965,519ProgramServicesAmt
Management And General$34,609,616ManagementAndGeneralAmt
Fundraising$7,345,005FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$119,457,589TotalAmt
Program Services$100,539,443ProgramServicesAmt
Management And General$15,606,142ManagementAndGeneralAmt
Fundraising$3,312,004FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,721,168TotalAmt
Program Services$2,412,299ProgramServicesAmt
Management And General$308,869ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,223,044TotalAmt
Program Services$1,652,748ProgramServicesAmt
Management And General$9,523,709ManagementAndGeneralAmt
Fundraising$46,587FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,256,704TotalAmt
Program Services$167,859ProgramServicesAmt
Management And General$2,088,393ManagementAndGeneralAmt
Fundraising$452FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$59,007TotalAmt
Program Services$6,072ProgramServicesAmt
Management And General$52,905ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$763,836TotalAmt
Fundraising$763,836FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,867,551TotalAmt
Management And General$26,867,551ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$206,554,184TotalAmt
Program Services$168,591,563ProgramServicesAmt
Management And General$34,904,989ManagementAndGeneralAmt
Fundraising$3,057,632FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,520,735TotalAmt
Program Services$5,340,742ProgramServicesAmt
Management And General$104,726ManagementAndGeneralAmt
Fundraising$75,267FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$248,210,879TotalAmt
Program Services$228,065,230ProgramServicesAmt
Management And General$15,374,104ManagementAndGeneralAmt
Fundraising$4,771,545FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,287,944TotalAmt
Program Services$11,349,086ProgramServicesAmt
Management And General$9,489,240ManagementAndGeneralAmt
Fundraising$449,618FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$15,242,687TotalAmt
Program Services$9,747,921ProgramServicesAmt
Management And General$5,492,744ManagementAndGeneralAmt
Fundraising$2,022FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$194,143,873TotalAmt
Program Services$175,441,414ProgramServicesAmt
Management And General$16,739,708ManagementAndGeneralAmt
Fundraising$1,962,751FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$72,998,109TotalAmt
Program Services$67,675,271ProgramServicesAmt
Management And General$3,435,430ManagementAndGeneralAmt
Fundraising$1,887,408FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$7,094TotalAmt
Management And General$7,094ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,877,366TotalAmt
Program Services$10,689,951ProgramServicesAmt
Management And General$1,015,815ManagementAndGeneralAmt
Fundraising$171,600FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$74,859,807TotalAmt
Program Services$73,678,184ProgramServicesAmt
Management And General$976,148ManagementAndGeneralAmt
Fundraising$205,475FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$310,958,429TotalAmt
Program Services$275,691,574ProgramServicesAmt
Management And General$34,116,828ManagementAndGeneralAmt
Fundraising$1,150,027FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,462,011TotalAmt
Program Services$4,199,881ProgramServicesAmt
Management And General$14,247,297ManagementAndGeneralAmt
Fundraising$14,833FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT RENT & MAINTENANCE$9,334,390$8,358,763$843,829$131,798
PRINTING & PUBLICATION$10,883,950$8,412,795$1,463,227$1,007,928
SLAC NON-SALARY EXPENSE$153,190,413$153,132,605$57,703$105
RESEARCH SUBAWARDS$66,004,302$65,999,575$4,573$154

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$105,185,613TotalAmt
Program Services$29,239,705ProgramServicesAmt
Management And General$72,714,124ManagementAndGeneralAmt
Fundraising$3,231,784FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,641,560,606TotalAmt
Program Services$4,108,512,631ProgramServicesAmt
Management And General$450,998,343ManagementAndGeneralAmt
Fundraising$82,049,632FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$167,491BOYAmt
EOY$197,773EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$784,275,739BOYAmt
EOY$630,016,595EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$644,811,377BOYAmt
EOY$711,795,169EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$440,131,767BOYAmt
EOY$540,899,348EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$4,560,843BOYAmt
EOY$10,146,687EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$527,206,208BOYAmt
EOY$578,481,451EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,051,425BOYAmt
EOY$5,613,335EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$56,171,680BOYAmt
EOY$62,255,758EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,154,354,561LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,595,441,527LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,207,926,735BOYAmt
EOY$4,558,913,034EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,545,012,603BOYAmt
EOY$7,118,193,718EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$19,323,631,791BOYAmt
EOY$21,010,960,688EOYAmt

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$31,539,947,659BOYAmt
EOY$35,227,473,556EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,602,081,261BOYAmt
EOY$1,443,948,910EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$584,067,049BOYAmt
EOY$616,574,642EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,466,079,607BOYAmt
EOY$1,501,429,376EOYAmt

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$1,632,353,400BOYAmt
EOY$1,763,206,815EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$532,261,114BOYAmt
EOY$681,172,585EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,816,842,431BOYAmt
EOY$6,006,332,328EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,485,416,232BOYAmt
EOY$15,467,693,876EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,612,755,241BOYAmt
EOY$7,844,163,298EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,624,933,755BOYAmt
EOY$5,909,284,054EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,723,105,228BOYAmt
EOY$29,221,141,228EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,539,947,659BOYAmt
EOY$35,227,473,556EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,075,462,640ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,389,402,583NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$33,170,777OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$1,448,832,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,573,066,590CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,964,094,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,719,795,101CurrentTaxYearMinus1YearAmt
Current Tax Year$1,821,722,630CurrentTaxYearAmt
Total$8,527,511,469TotalAmt

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$1,448,832,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,573,066,590CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,964,094,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,719,795,101CurrentTaxYearMinus1YearAmt
Current Tax Year$1,821,722,630CurrentTaxYearAmt
Total$8,527,511,469TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$79,449,771SubstantialContributorsTotAmt
Public Support Total170$8,448,061,698PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$225,252,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$294,682,535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$423,308,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$428,521,264CurrentTaxYearMinus1YearAmt
Current Tax Year$450,602,864CurrentTaxYearAmt
Total$1,822,367,388TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,149,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,097,022CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,217,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,341,565CurrentTaxYearMinus1YearAmt
Current Tax Year$5,041,646CurrentTaxYearAmt
Total$26,846,854TotalAmt
FieldValueIRS element (for citing)
Total Support$10,376,725,711TotalSupportAmt
Gross Receipts Rltd Activities$9,513,585,207GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81414PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
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$2,807MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$140,127MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$21,671PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$472,831DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$76,465RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$11,355OtherActivitiesAmt
Total Lobbying Expenditures$725,256TotalLobbyingExpendituresAmt
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 2013-2014, THE OFFICE CONSISTED OF SIX PROFESSIONAL STAFF MEMBERS, ONE INTERN, ONE TEMPORARY STUDENT, AND TWO SUPPORT PERSONS. 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 & 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 2013-2014, 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: CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) REFORM; STUDENT ATHLETE BILL OF RIGHTS; GENETIC INFORMATION PRIVACY ACT; STUDENT SAFETY; SEXUAL ASSAULT; PERSONAL INFORMATION SECURITY; LIENS; LABORERS AND EMPLOYEES; 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 $1,402,218. THE ESTIMATED TOTAL EXPENSES FOR LOBBYING ARE AS FOLLOWS: SALARIES AND BENEFITS $491,907 GENERAL OFFICE OVERHEAD $147,608 PAID CONSULTANT, COALITION DUES $59,006 DUES TO MEMBER ORGANIZATIONS $9,044 TRAVEL $17,691 ________ TOTAL $725,256 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 $29,904. 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 Held46DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held32FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$45,244,166DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$10,300,091FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$29,878,102DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$24,631,349FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$345,480,292DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$88,539,700FundsAndOtherAccountsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,619,094,000BeginningYearBalanceAmt
Contributions$517,078,000ContributionsAmt
Investment Earnings Or Losses$1,569,588,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$203,694,898GrantsOrScholarshipsAmt
Other Expenditures$650,950,102OtherExpendituresAmt
End Year Balance$13,851,115,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43857BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30656PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25487TermEndowmentBalanceEOYPct
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$98,528,738OtherCostOrOtherBasisAmt
Book Value$98,528,738BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,553,939,206OtherCostOrOtherBasisAmt
Depreciation$2,135,182,255DepreciationAmt
Book Value$3,418,756,951BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,531,679,133OtherCostOrOtherBasisAmt
Depreciation$1,246,883,790DepreciationAmt
Book Value$284,795,343BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$970,207,484OtherCostOrOtherBasisAmt
Depreciation$213,375,482DepreciationAmt
Book Value$756,832,002BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,558,913,034TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & CASH EQUIVALENTS$1,693,241,436F
COLLATERAL FOR SECURITIES LOAN$163,448,846F
DERIVATIVES$14,921,763F
FIXED INCOME$1,436,007,902F
REAL ESTATE$5,926,194,429F
NATURAL RESOURCES$2,010,161,094F
PRIVATE EQUITIES$6,057,504,362F
ABSOLUTE RETURNS$5,304,604,584F
ASSETS HELD BY OTHER TRUSTEES$185,101,786F
OTHER INVESTMENTS$217,638,271F
ASSETS LIMITED TO USE-TRUSTEES$300,566,393F
HOSPITAL FUNDS IN MERGED POOL-$2,298,430,178F
FieldValueIRS element (for citing)
Total Book Value Securities$21,010,960,688TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LIABILITIES - SECURITY AGREEMENTS$191,010,895
US GOVERNMENT REFUNDABLE LOAN FUNDS$53,998,864
INC.BENEFICIARY SHARE-SPLIT INT.$436,162,826
FieldValueIRS element (for citing)
Total Liability$681,172,585TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,789,876,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,389,402,583NetUnrealizedGainsInvstAmt
Other Revenue-$221,706,832OtherRevenueAmt
Revenue Not Reported$2,167,695,751RevenueNotReportedAmt
Revenue Subtotal$5,622,180,249RevenueSubtotalAmt
Investment Expenses Not Incld$97,317,833InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,474,836OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$94,842,997RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,717,023,246TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,291,840,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,474,836OtherExpensesIncludedAmt
Expenses Not Reported$2,474,836ExpensesNotReportedAmt
Expenses Subtotal$4,289,365,164ExpensesSubtotalAmt
Investment Expenses Not Incld2$97,317,833InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$254,877,609OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$352,195,442ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,641,560,606TotalExpensesPerForm990Amt

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 AND SPECIAL COLLECTIONS WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. PURCHASES OF SUCH COLLECTIONS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED.
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. 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 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 RECENTLY EXPANDED FINANCIAL AID BY INCREASING THE INCOME THRESHOLDS AT WHICH PARENTS ARE NOT EXPECTED TO CONTRIBUTE TOWARD EDUCATIONAL COSTS. STANFORD WILL EXPECT NO PARENTAL CONTRIBUTION TOWARD TUITION FROM PARENTS WITH ANNUAL INCOMES BELOW $125,000 - PREVIOUSLY $100,000 - AND TYPICAL ASSETS. AND THERE WILL BE ZERO PARENTAL CONTRIBUTION TOWARD TUITION, ROOM OR BOARD FOR PARENTS WITH ANNUAL INCOMES BELOW $65,000 - PREVIOUSLY $60,000 - AND TYPICAL ASSETS. THIS EXPANSION OF THE 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, 2014, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $288,700,970 STUDENT FINANCIAL AID $222,843,748 LIBRARIES $18,021,827
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 $(248,847,732) CHANGE IN POST RETIREMENT BENEFIT OBLIGATION 11,952,000 PAYMENTS TO LIVING TRUST BENEFICIARIES (39,182,494) NET HOSPITAL TRANSFERS 69,017,915 CHANGE IN VALUE OF SWAP AGREEMENTS (8,616,644) SWAP INTEREST RECLASS (3,454,877) GIFT TO HOSPITAL RECLASS (2,575,000) -------------- $(221,706,832)
SCHEDULE D, PART XI, LINE 4BEXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B $ (628,639) COST OF GOODS SOLD FROM 990 PART VIII, LINE 10B (1,846,197) ------------ $(2,474,836)
SCHEDULE D, PART XII LINE 2DEXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B $ 628,639 COST OF GOODS SOLD FROM 990 PART VIII, LINE 10B 1,846,197 ------------ $ 2,474,836 SCHEDULE D, PART XIII LINE 4B FINANCIAL AID $ 248,847,732 SWAP INTEREST RECLASS 3,454,877 GIFT TO HOSPITAL RECLASS 2,575,000 -------------- $ 254,877,609

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 (169 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific234Program ServicesSTUDY ABROAD$4,142,837
Europe (Including Iceland and Greenland)6206Program ServicesSTUDY ABROAD$7,781,613
Russia and the newly independent States1Program ServicesSTUDY ABROAD$86,952
South America120Program ServicesSTUDY ABROAD$1,564,383
Sub-Saharan Africa116Program ServicesSTUDY ABROAD$879,161
East Asia and the Pacific110Program ServicesINTERDISCIPLINARY CENT$1,128,703
Central America and the CaribbeanProgram ServicesEDUCATION$21,562
East Asia and the Pacific3Program ServicesEDUCATION$529,925
Europe (Including Iceland and Greenland)1Program ServicesEDUCATION$959,832
Middle East and North Africa1Program ServicesEDUCATION$205,992
North AmericaProgram ServicesEDUCATION$796,675
Russia and the newly independent States1Program ServicesEDUCATION$96,167
South AmericaProgram ServicesEDUCATION$490,228
South AsiaProgram ServicesEDUCATION$867,117
Sub-Saharan Africa18Program ServicesEDUCATION$2,810,673
Central America and the CaribbeanProgram ServicesEDUCATION: TRAVEL STU$824,675
East Asia and the PacificProgram ServicesEDUCATION: TRAVEL STU$1,845,193
Europe (Including Iceland and Greenland)Program ServicesEDUCATION: TRAVEL STU$4,170,553
Middle East and North AfricaProgram ServicesEDUCATION: TRAVEL STU$467,249
North AmericaProgram ServicesEDUCATION: TRAVEL STU$138,909
Russia and the newly independent StatesProgram ServicesEDUCATION: TRAVEL STU$1,097,751
South AmericaProgram ServicesEDUCATION: TRAVEL STU$1,204,632
South AsiaProgram ServicesEDUCATION: TRAVEL STU$735,058
Sub-Saharan AfricaProgram ServicesEDUCATION: TRAVEL STU$473,970
Central America and the Caribbean1Program ServicesRESEARCH$76,671
East Asia and the Pacific13Program ServicesRESEARCH$2,237,140
Europe (Including Iceland and Greenland)25Program ServicesRESEARCH$2,983,370
Middle East and North Africa4Program ServicesRESEARCH$103,360
North America7Program ServicesRESEARCH$377,753
Russia and the newly independent StatesProgram ServicesRESEARCH$90,582
South America1Program ServicesRESEARCH$264,411
South Asia4Program ServicesRESEARCH$846,833
Sub-Saharan Africa10Program ServicesRESEARCH$997,819
East Asia and the PacificProgram ServicesRESEARCH SUB-AWARD CON$293,481
Europe (Including Iceland and Greenland)Program ServicesRESEARCH SUB-AWARD CON$1,441,213
Middle East and North AfricaProgram ServicesRESEARCH SUB-AWARD CON$56,424
North AmericaProgram ServicesRESEARCH SUB-AWARD CON$147,075
Sub-Saharan AfricaProgram ServicesRESEARCH SUB-AWARD CON$239,357
Central America and the CaribbeanProgram ServicesCONFERENCES$1,837
East Asia and the PacificProgram ServicesCONFERENCES$100,485
Europe (Including Iceland and Greenland)2Program ServicesCONFERENCES$106,480
Middle East and North AfricaProgram ServicesCONFERENCES$6,160
North AmericaProgram ServicesCONFERENCES$18,462
South AmericaProgram ServicesCONFERENCES$3,952
Sub-Saharan AfricaProgram ServicesCONFERENCES$12,106
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: ATHLE$1,365
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: ATHLE$5,587
North AmericaProgram ServicesFOREIGN TRAVEL: ATHLE$16,580
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: ATHLE$1,374
South AsiaProgram ServicesFOREIGN TRAVEL: ATHLE$55,227
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: ACADE$56,071
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: ACADE$228,104
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: ACADE$62,379
North AmericaProgram ServicesFOREIGN TRAVEL: ACADE$86,278
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: ACADE$6,580
South AmericaProgram ServicesFOREIGN TRAVEL: ACADE$15,488
South AsiaProgram ServicesFOREIGN TRAVEL: ACADE$44,908
Sub-Saharan AfricaProgram ServicesFOREIGN TRAVEL: ACADE$13,849
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: ADMIN$60,372
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: ADMIN$352,631
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: ADMIN$31,359
North AmericaProgram ServicesFOREIGN TRAVEL: ADMIN$793,631
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: ADMIN$7,765
South AmericaProgram ServicesFOREIGN TRAVEL: ADMIN$3,962
South AsiaProgram ServicesFOREIGN TRAVEL: ADMIN$67,485
Sub-Saharan AfricaProgram ServicesFOREIGN TRAVEL: ADMIN$40,063
Central America and the CaribbeanProgram ServicesFOREIGN TRAVEL: CLINI$7,006
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: CLINI$371
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: CLINI$79,452
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: CLINI$6,028
North AmericaProgram ServicesFOREIGN TRAVEL: CLINI$64,117
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: CLINI$3,005
South AmericaProgram ServicesFOREIGN TRAVEL: CLINI$40,075
South AsiaProgram ServicesFOREIGN TRAVEL: CLINI$12,027
Central America and the CaribbeanProgram ServicesFOREIGN TRAVEL: EDUCA$46,907
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: EDUCA$1,437,696
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: EDUCA$4,075,619
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: EDUCA$252,645
North AmericaProgram ServicesFOREIGN TRAVEL: EDUCA$640,817
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: EDUCA$47,026
South AmericaProgram ServicesFOREIGN TRAVEL: EDUCA$371,276
South AsiaProgram ServicesFOREIGN TRAVEL: EDUCA$186,971
Sub-Saharan AfricaProgram ServicesFOREIGN TRAVEL: EDUCA$61,666
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: EXTER$94,505
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: EXTER$94,425
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: EXTER$1,966
North AmericaProgram ServicesFOREIGN TRAVEL: EXTER$54,151
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: EXTER$323
South AmericaProgram ServicesFOREIGN TRAVEL: EXTER$2,898
South AsiaProgram ServicesFOREIGN TRAVEL: EXTER$87,226
Sub-Saharan AfricaProgram ServicesFOREIGN TRAVEL: EXTER$11,243
East Asia and the PacificProgram ServicesFOREIGN TRAVEL: LIBRA$324,692
Europe (Including Iceland and Greenland)Program ServicesFOREIGN TRAVEL: LIBRA$969,689
Middle East and North AfricaProgram ServicesFOREIGN TRAVEL: LIBRA$29,848
North AmericaProgram ServicesFOREIGN TRAVEL: LIBRA$160,561
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: LIBRA$12,210
South AmericaProgram ServicesFOREIGN TRAVEL: LIBRA$655
South AsiaProgram ServicesFOREIGN TRAVEL: LIBRA$1,217,407
Central America and the Caribbean1Program ServicesFOREIGN TRAVEL: RESEA$4,412
East Asia and the Pacific11Program ServicesFOREIGN TRAVEL: RESEA$736,636
Europe (Including Iceland and Greenland)46Program ServicesFOREIGN TRAVEL: RESEA$2,554,338
Middle East and North Africa4Program ServicesFOREIGN TRAVEL: RESEA$188,009
North America24Program ServicesFOREIGN TRAVEL: RESEA$345,826
Russia and the newly independent StatesProgram ServicesFOREIGN TRAVEL: RESEA$64,904
South America3Program ServicesFOREIGN TRAVEL: RESEA$63,802
South Asia3Program ServicesFOREIGN TRAVEL: RESEA$127,739
Sub-Saharan Africa1Program ServicesFOREIGN TRAVEL: RESEA$51,771
East Asia and the PacificGrantmaking$258,066
East Asia and the PacificGrantmaking$62,254
Europe (Including Iceland and Greenland)Grantmaking$138,258
Europe (Including Iceland and Greenland)Grantmaking$14,700
North AmericaGrantmaking$7,200
South AmericaGrantmaking$6,600
Sub-Saharan AfricaGrantmaking$4,200
Central America and the CaribbeanGrantmaking$1,500
East Asia and the PacificGrantmaking$39,750
Europe (Including Iceland and Greenland)Grantmaking$129,600
North AmericaGrantmaking$2,969
Russia and the newly independent StatesGrantmaking$15,000
South AmericaGrantmaking$9,000
South AsiaGrantmaking$28,470
Sub-Saharan AfricaGrantmaking$31,600
Central America and the CaribbeanGrantmaking$12,600
East Asia and the PacificGrantmaking$28,100
Europe (Including Iceland and Greenland)Grantmaking$30,000
Middle East and North AfricaGrantmaking$6,000
North AmericaGrantmaking$5,750
South AmericaGrantmaking$31,950
South AsiaGrantmaking$12,500
Sub-Saharan AfricaGrantmaking$81,313
East Asia and the PacificGrantmaking$35,000
South AsiaGrantmaking$17,500
Sub-Saharan AfricaGrantmaking$17,500
Central America and the CaribbeanGrantmaking$27,585
East Asia and the PacificGrantmaking$17,900
Central America and the CaribbeanGrantmaking$16,622
East Asia and the PacificGrantmaking$268,477
Europe (Including Iceland and Greenland)Grantmaking$261,209
Middle East and North AfricaGrantmaking$23,130
North AmericaGrantmaking$81,176
Russia and the newly independent StatesGrantmaking$50,543
South AmericaGrantmaking$35,050
South AsiaGrantmaking$65,804
Sub-Saharan AfricaGrantmaking$114,723
East Asia and the PacificGrantmaking$1,556,100
Europe (Including Iceland and Greenland)Grantmaking$4,019,195
Middle East and North AfricaGrantmaking$462,802
North AmericaGrantmaking$1,392,805
South AmericaGrantmaking$24,903
South AsiaGrantmaking$712,718
Sub-Saharan AfricaGrantmaking$355,332
Central America and the CaribbeanInvestments$8,995,017,433
East Asia and the PacificInvestments$1,041,500,936
Europe (Including Iceland and Greenland)Investments$1,402,428,239
Middle East and North AfricaInvestments$23,989,971
North AmericaInvestments$385,949,896
Russia and the Newly Independent StatesInvestments$40,473,126
South AmericaInvestments$72,859,567
South AsiaInvestments$72,120,665
Sub-Saharan AfricaInvestments$283,885,353
East Asia and the PacificFundraising$203,115
Europe (Including Iceland and Greenland)1Fundraising$268,086
North AmericaFundraising$40,310
Russia and the newly independent StatesFundraising$620
South AmericaFundraising$234
South AsiaFundraising$8,917
Central America and the CaribbeanInvestments$3,376,197
North AmericaInvestments$2,824,531
Sub-Saharan AfricaInvestments$1,353,546
FieldValueIRS element (for citing)
Subtotal Offices12SubtotalOfficesCnt
Subtotal Employees301SubtotalEmployeesCnt
Continutation Total Employee161ContinutationTotalEmployeeCnt
Total Office12TotalOfficeCnt
Total Employee462TotalEmployeeCnt
Subtotal Spent$25,031,688SubtotalSpentAmt
Continuation Spent$12,371,990,287ContinuationSpentAmt
Total Spent$12,397,021,975TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (50 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
East Asia and the PacificRESEARCH SUB$737,883CHECK/WIRE
East Asia and the PacificRESEARCH SUB$10,005CHECK/WIRE
East Asia and the PacificRESEARCH SUB$7,190CHECK/WIRE
East Asia and the PacificRESEARCH SUB$85,462CHECK/WIRE
East Asia and the PacificRESEARCH SUB$102,000CHECK/WIRE
East Asia and the PacificRESEARCH SUB$46,492CHECK/WIRE
East Asia and the PacificRESEARCH SUB$68,497CHECK/WIRE
East Asia and the PacificRESEARCH SUB$15,000CHECK/WIRE
East Asia and the PacificRESEARCH SUB$347,532CHECK/WIRE
East Asia and the PacificRESEARCH SUB$22,299CHECK/WIRE
East Asia and the PacificRESEARCH SUB$113,740CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$55,920CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$308,815CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$34,352CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$23,152CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$294,411CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$103,958CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$292,477CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$2,202,227CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$45,468CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$131,840CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$43,156CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$103,764CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$230,902CHECK/WIRE
Europe (Including Iceland and Greenland)RESEARCH SUB$148,750CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$21,500CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$24,526CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$66,465CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$21,583CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$111,371CHECK/WIRE
Middle East and North AfricaRESEARCH SUB$217,357CHECK/WIRE
North AmericaRESEARCH SUB$104,428CHECK/WIRE
North AmericaRESEARCH SUB$7,765CHECK/WIRE
North AmericaRESEARCH SUB$276,304CHECK/WIRE
North AmericaRESEARCH SUB$188,260CHECK/WIRE
North AmericaRESEARCH SUB$127,001CHECK/WIRE
North AmericaRESEARCH SUB$254,319CHECK/WIRE
North AmericaRESEARCH SUB$207,732CHECK/WIRE
North AmericaRESEARCH SUB$226,995CHECK/WIRE
South AmericaRESEARCH SUB$24,903CHECK/WIRE
South AsiaRESEARCH SUB$629,152CHECK/WIRE
South AsiaRESEARCH SUB$7,500CHECK/WIRE
South AsiaRESEARCH SUB$70,266CHECK/WIRE
South AsiaRESEARCH SUB$5,800CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$217,280CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$34,749CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$33,723CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$46,630CHECK/WIRE
Sub-Saharan AfricaRESEARCH SUB$22,950CHECK/WIRE
Sub-Saharan AfricaRESEARCH GRANT$29,597CHECK
FieldValueIRS element (for citing)
Total501c3 Org36Total501c3OrgCnt
Total Other Org14TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (37 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
STIPENDEurope (Including Iceland and Greenland)79$138,258CHECK/EFT
STUDENT FEE SCHOLARSHIPEurope (Including Iceland and Greenland)34$14,700CHECK/EFT
STUDENT FEE SCHOLARSHIPNorth America10$7,200CHECK/EFT
STUDENT FEE SCHOLARSHIPSouth America17$6,600CHECK/EFT
STUDENT FEE SCHOLARSHIPSub-Saharan Africa9$4,200CHECK/EFT
STUDENT AIDEast Asia and the Pacific27$258,066EFT
FELLOWSHIPEast Asia and the Pacific8$62,254EFT
RESEARCH GRANTS - UNDERGRADUATECentral America and the Caribbean1$1,500EFT
RESEARCH GRANTS - UNDERGRADUATEEast Asia and the Pacific9$39,750EFT
RESEARCH GRANTS - UNDERGRADUATEEurope (Including Iceland and Greenland)25$129,600EFT
RESEARCH GRANTS - UNDERGRADUATENorth America2$2,970EFT
RESEARCH GRANTS - UNDERGRADUATERussia and the Newly Independent States4$15,000EFT
RESEARCH GRANTS - UNDERGRADUATESouth America6$9,000EFT
RESEARCH GRANTS - UNDERGRADUATESouth Asia6$28,470EFT
RESEARCH GRANTS - UNDERGRADUATESub-Saharan Africa8$31,600EFT
SERVICE LEARNING FELLOWSHIPSCentral America and the Caribbean2$12,600EFT
SERVICE LEARNING FELLOWSHIPSEast Asia and the Pacific4$28,100EFT
SERVICE LEARNING FELLOWSHIPSEurope (Including Iceland and Greenland)5$30,000EFT
SERVICE LEARNING FELLOWSHIPSMiddle East and North Africa1$6,000EFT
SERVICE LEARNING FELLOWSHIPSNorth America1$5,750EFT
SERVICE LEARNING FELLOWSHIPSSouth America5$31,950EFT
SERVICE LEARNING FELLOWSHIPSSouth Asia2$12,500EFT
SERVICE LEARNING FELLOWSHIPSSub-Saharan Africa13$81,313EFT
INTERNATIONAL SERVICE FELLOWSHIPEast Asia and the Pacific2$35,000EFT
INTERNATIONAL SERVICE FELLOWSHIPSouth Asia1$17,500EFT
INTERNATIONAL SERVICE FELLOWSHIPSub-Saharan Africa1$17,500EFT
IMPACT ABROAD TRAVEL STIPENDCentral America and the Caribbean13$27,585EFT
IMPACT ABROAD TRAVEL STIPENDEast Asia and the Pacific7$17,900EFT
RESEARCH GRANTS/FELLOWSHIPSCentral America and the Caribbean5$16,622CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSEast Asia and the Pacific82$264,613CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSEurope (Including Iceland and Greenland)102$260,209CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSMiddle East and North Africa9$23,130CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSNorth America42$81,176CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSRussia and the Newly Independent States24$50,543CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSSouth America11$30,050CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSSouth Asia22$65,804CHECK/EFT
RESEARCH GRANTS/FELLOWSHIPSSub-Saharan Africa31$85,126CHECK/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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I: GENERAL INFORMATION ON ACTIVITIES OUTSIDE OF THE USPART I, LINE 2: DESCRIBE THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES. STANFORD UNIVERSITY IS NOT A "GRANTMAKER" PER SE IN THAT ITS FUNDAMENTAL MISSION, AND PURPOSE FOR TAX-EXEMPTION, RELATES TO EDUCATION, 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, 2014, 82% OF UNDERGRADUATE AND 87% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID, WITH A TOTAL OF $384,688,817 OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. APPROXIMATELY 65% 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, 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 A SUMMER INDEPENDENT RESEARCH GRANT PROGRAM 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. 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 MANAGES 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 AND TRAVEL GRANTS 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. RESEARCH FELLOWSHIPS: STUDENTS RECEIVE INTERNAL AND EXTERNAL FUNDS FOR INDEPENDENT RESEARCH. PROJECTS DESCRIBED AS SUCH IN THE FINANCIAL SYSTEM WITH FOREIGN ACTIVITY ARE REPORTED IN PART III. 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 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. OMB CIRCULAR A-133 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 A-21. 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: ENTER THE DETAILS FOR EACH TYPE OF ACTIVITY CONDUCTEDAT ANY TIME DURING THE TAX YEAR IN EACH REGION. DESCRIBE THE METHOD USED TO ACCOUNT FOR EXPENDITURES ON PART I, COLUMN (F), LINE 3. AS 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 STUDENT, 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. ALL UNIVERSITY EXPENDITURES ARE TRACKED AND REPORTED IN THE ACCOUNTING SYSTEM; HOWEVER, THERE HAS PREVIOUSLY BEEN NO BUSINESS PURPOSE TO WARRANT THE CATEGORIZATION OF EXPENDITURES GEOGRAPHICALLY. SYSTEMS ARE CURRENTLY BEING UPGRADED TO FACILITATE CAPTURE OF RELATED GEOGRAPHIC INFORMATION. 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. PROGRAM SERVICES: PROGRAM SERVICES INCLUDE ACTIVITIES RELATING TO THE CORE INSTITUTIONAL MISSION OF EDUCATION, 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: INCLUDES EXPENSES DIRECTLY INCURRED IN REGIONS; AND, CONSISTENT WITH FINANCIAL STATEMENT TREATMENT, WHERE SALARIES ARE INCURRED, A COST ALLOCATION FOR FRINGE BENEFITS IS ALSO REPORTED. EDUCATION: STANFORD'S SCHOOLS AND DEPARTMENTS OFFER EDUCATION PROGRAMS, INCLUDING BUT NOT LIMITED TO EXECUTIVE AND PROFESSIONAL DEVELOPMENT PROGRAMS, TO FACILITATE LIFE-LONG LEARNING AND DISSEMINATION OF CURRENT RESEARCH FINDINGS. 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: 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: REPRESENT PAYMENT TO FOREIGN SUB-RECIPIENTS FOR CONTRACT-FUNDED SUB-AWARDS THAT RETAIN THEIR PRIME-SPONSOR TERMS AND CONDITIONS AS CONTRACTS. INTERDISCIPLINARY CENTER: REPRESENT 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: IS CATEGORIZED SEPARATELY IN THE ACCOUNTING SYSTEM TO MEET COST PRINCIPLES OF OMB A21. FUNDRAISING: INCLUDE THOSE 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 2013 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. DESCRIBE THE 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. DESCRIBE THE METHOD USED TO ACCOUNT FOR CASH GRANTS AND NON CASH ASSISTANCE ON PART III PAYMENTS TO INDIVIDUALS OUTSIDE OF THE UNITED STATES ARE TRACKED IN THE PAYABLES SUB-LEDGER OF THE ACCOUNTING SYSTEM. GRANT DISBURSEMENTS TO STUDENTS AND FACULTY ARE TRACKED AT A SUMMARY LEVEL IN THE ACCOUNTING SYSTEM. THE AWARDING 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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALOCODY
PO BOX 3018CEDAR RAPIDSIA52406STDNT PHONE APPEALfalse$1,206,885$593,700$613,185
THE STELTER COMPANY
10435 NEW YORK AVENUEDES MOINESIA50322BROCHURESfalse$38,584
MRS JAYNE SHERRY MORDELL
40 PALMER LANEPORTOLA VALLEYCA94028EVENT MANAGEMENTfalse$986,453$35,750$950,703
GRIZZARD
229 PEACHTREE STREET NE SUITE 1400ATLANTACA30303SOLICITATN& DEVELOPMENTfalse$37,400$27,872$9,528
JOSH BIRKHOLZ
7251 OHMS LANEMINNEAPOLISMN55439PROGRAM & TRAININGfalse$47,930
TANGIBLE STRATEGIES
6818 CUTTING BLVDEL CERRITOCA94530MAIL CAMPAIGNfalse$300,000$20,000$280,000
FieldValueIRS element (for citing)
Total Gross Receipts$2,530,738TotalGrossReceiptsAmt
Total Retained By Contractors$763,836TotalRetainedByContractorsAmt
Total Net To Organization$1,853,416TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1UNDER ONE LUNCHNameOfEvent1Amt
Gross Receipts Event1$999,853GrossReceiptsEvent1Amt
Charitable Contri Event1$962,358CharitableContriEvent1Amt
Gross Revenue Event1$37,495GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,635RentFacilityCostsEvent1Amt
Food And Beverage Event1$49,597FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$117,535OtherDirectExpensesEvent1Amt
Name Of Event2RODIN MOONLIGHTNameOfEvent2Amt
Gross Receipts Event2$161,065GrossReceiptsEvent2Amt
Charitable Contri Event2$147,044CharitableContriEvent2Amt
Gross Revenue Event2$14,021GrossRevenueEvent2Amt
Food And Beverage Event2$50,786FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$177,998OtherDirectExpensesEvent2Amt
Other Events Total8OtherEventsTotalCnt
Gross Receipts Other Events$241,141GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$154,935CharitableContriOtherEventsAmt
Gross Revenue Other Events$86,206GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$7,108RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$223,980OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,402,059GrossReceiptsTotalAmt
Charitable Contributions Tot$1,264,337CharitableContributionsTotAmt
Gross Revenue Total Events$137,722GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,743RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$100,383FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$519,513OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$628,639DirectExpenseSummaryEventsAmt
Net Income Summary-$490,917NetIncomeSummaryAmt

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 $49,533 FOR PRINTING SERVICES AS PER TERMS OF THE CONTRACT.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (39 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
9400 WEST HIGGINS ROADROSEMONTIL60018362110592501(C)(3)$5,500GENERAL SUPPORT
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104630598743501(C)(3)$6,000GENERAL SUPPORT
AMERICAN RED CROSS
P O BOX 4002018DES MOINESIA50340530196605501(C)(3)$7,000GENERAL SUPPORT
YOSEMITE CONSERVANCY
101 MONTGOMERY STSFCA94104943058041501(C)(3)$8,500GENERAL SUPPORT
CAL POLY ENGINEERING
C/O CA POLYTECHNIC ST UNIVSAN LOUIS OBISPOCA934070444204927897501(C)(3)$10,000SUPPORT EDUCATION
DENISON UNIVERSITY
PO BOX 716GRANVILLEOH430230716314379459501(C)(3)$10,000SCHOLARSHIP
JOHNS HOPKINS CHILDREN'S CENTER
750 E PRATTBALTIMOREMD21202520595110501(C)(3)$10,000GENERAL SUPPORT
UNHCR-THE UN REFUGEE AGENCY
P O BOX 97114WASHINGTONDC20077521662800501(C)(3)$10,000GENERAL SUPPORT
AMERICAN UNITED FOR SEPARATION OF CHURCH&STATE
1301 K STREET NWWASHINGTONDC20005530184647501(C)(3)$10,000GENERAL SUPPORT
CHABAD AT STANFORD
1289 COLLEGE AVENUEPALO ALTOCA94306731655874501(C)(3)$10,000RELIGIOUS
HEAD ROYCE SCHOOL
4315 LINCOLN AVEOAKLANDCA94602941518656501(C)(3)$10,000SUPPORT EDUCATION
SECOND HARVEST FOOD BANK
4001 NORTH 1ST STREETSAN JOSECA95134942614101501(C)(3)$10,000GENERAL SUPPORT
1990 INSTITUTE
P O BOX 383SAN FRANCISCOCA941040383943112912501(C)(3)$10,000SUPPORT EDUCATION
COMMUNITY LEGAL SERVICES OF EAST PALO ALTO
1861 BAY ROADEAST PALO ALTOCA94303223866910501(C)(3)$10,000GENERAL SUPPORT
THE NATIONAL ACADEMY OF ENGINEERING
500 FIFTH STREETWASHINGTONDC20001237284092501(C)(3)$20,000SUPPORT EDUCATION
YMCA SILICON VALLEY
80 SARATOGA AVESANTA CLARACA95051941156318501(C)(3)$20,000GENERAL SUPPORT
THE KEYS SCHOOL
2890 MIDDLEFIELD RDPALO ALTOCA94306942240127501(C)(3)$20,000GENERAL SUPPORT
SANTA BARBARA CENTER FOR THE PEFORMING ARTS
1330 STATE STREETSANTA BARBARACA93101953847102501(C)(3)$20,000GENERAL SUPPORT
ALAMEDA SCHOOL
2732 N E FREMONT STPORTLANDOR97212936000830501(C)(3)$21,363GENERAL SUPPORT
CORNELL UNIVERSITY
130 E SENECA STITHACANY14850150532082501(C)(3)$25,000SUPPORT EDUCATION
LUMMI ISLAND HERITAGE TRUST
PO BOX 158LUMMI ISLANDWA98262911785342501(C)(3)$25,000GENERAL SUPPORT
OAKLAND CHILDREN'S FAIRYLAND
699 BELLEVUE AVENUEOAKLANDCA94610943209054501(C)(3)$25,000GENERAL SUPPORT
MOSAIC PROJECT
580 GRAND AVENUEOAKLANDCA946103567943367263501(C)(3)$25,000GENERAL SUPPORT
UNION COLLEGE
807 UNION STREETSCHENECTADYNY12308141338580501(C)(3)$30,000SUPPORT PROGRAM
GRINNELL COLLEGE
733 BROAD STGRINNELLIA501122227420680387501(C)(3)$62,500GENERAL SUPPORT
TAOS SPORTS ASSOCIATES INC
P O BOX 3011TAOSNM87571850241076501(C)(3)$80,000PROGRAM DEVELOPMENT
FIELD INSTITUTE OF TAOS
P O BOX 486ARROYO SECONM87514850442587501(C)(3)$85,000PROGRAM DEVELOPMENT
SILICON VALLEY COMMUNITY FOUNDATION
2440W EL CAMINOMONTAIN VIEWCA94040205205488501(C)(3)$100,000GENERAL SUPPORT
UC SANTA BARBARA-INSTITUTE FOR ENERGY EFFICIENCY
UC FOUNDATIONSANTA BARBARACA931061130237314834501(C)(3)$100,000GENERAL SUPPORT
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESER PARKWAYOAKLANDCA946121201943136771501(C)(3)$157,000FELLOWSHIPS
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STNEW YORKNY10168135660870501(C)(3)$400,000GENERAL SUPPORT
TIPPING POINT COMMUNITY
220 MONTGOMERY STSAN FRANCISCOCA94104202121739501(C)(3)$925,000OPERATION SUPPORT
STANFORD SCHOOLS CORPORATION
475 POPE STMENLO PARKCA94025202699147501(C)(3)$1,303,207GENERAL SUPPORT
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103941156300501(C)(3)$1,000,000CAPITAL CAMPAIGN
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)$1,260,000GENERAL SUPPORT
STANFORD HEALTH CARE
300 PASTEUR DRIVESTANFORDCA94305946174066501(C)(3)$1,305,000GENERAL SUPPORT
THE SEQUOIA HOSPITAL FOUNDATION
170 ALMDA DELASPULGASREDWOOD CITYCA94062942909990501(C)(3)$1,875,000GENERAL SUPPORT
LUCILE PACKARD CHILDREN'S HOSPITAL
725 WELCH ROADPALO ALTOCA94304770003859501(C)(3)$11,000,000HOSPITAL EXPANSION
STANFORD HABITAT CONSERVATION BOARD
3145 PORTER DRIVEPALO ALTOCA94304461882243501(C)(3)$15,000SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID TO STUDENTSGrantTypeTxt
Recipient13526RecipientCnt
Cash Grant$382,738,678CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2FormAndLineReferenceDesc
ExplanationIN 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 RECENTLY EXPANDED FINANCIAL AID BY INCREASING THE INCOME THRESHOLDS AT WHICH PARENTS ARE NOT EXPECTED TO CONTRIBUTE TOWARD EDUCATIONAL COSTS. STANFORD WILL EXPECT NO PARENTAL CONTRIBUTION TOWARD TUITION FROM PARENTS WITH ANNUAL INCOMES BELOW $125,000 - PREVIOUSLY $100,000 - AND TYPICAL ASSETS. AND THERE WILL BE ZERO PARENTAL CONTRIBUTION TOWARD TUITION, ROOM OR BOARD FOR PARENTS WITH ANNUAL INCOMES BELOW $65,000 - PREVIOUSLY $60,000 - AND TYPICAL ASSETS. THIS EXPANSION OF THE 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 82% OF UNDERGRADUATES RECEIVED SOME FORM OF FINANCIAL ASSISTANCE DURING THE TAX YEAR AS WELL AS 87% OF ALL GRADUATE STUDENTS FROM STANFORD AND OTHER SOURCES. THE TOTAL FINANCIAL AID INCLUDES $248,847,732 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $135,841,085 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $1,950,139 IN GRANTS TO INDIVIDUALS OUTSIDE THE UNITED STATES. GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS, AS LISTED IN PART II, ARE 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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN HENNESSY
PRESIDENT/TRUSTEE$805,963$0$0$0$0$0$173,928$0$157,285$0$1,137,176$0$0$0
JOHN ETCHEMENDY
PROVOST$610,124$0$0$0$480$0$281,515$0$77,612$0$969,731$0$0$0
RANDALL LIVINGSTON
VP BUS AFFAIRS/CFO$552,759$0$0$0$752$0$105,500$0$91,500$0$750,511$0$0$0
MARTIN SHELL
VP DEVELOPMENT$559,703$0$49,000$0$52,712$0$96,500$0$54,142$0$812,057$0$0$0
DEBRA ZUMWALT
VP GENERAL COUNSEL$575,158$0$0$0$0$0$168,000$0$17,240$0$760,398$0$0$0
ROBERT C REIDY
VP LAND, BUILDINGS & REAL EST$392,394$0$270,000$0$704,438$0$1,425,500$0$58,478$0$2,850,810$0$600,000$0
DAVID DEMAREST
VP PUBLIC AFFAIRS$335,157$0$5,500$0$5,253$0$84,050$0$21,918$0$451,878$0$0$0
HOWARD WOLF
PRES. OF STANFORD ALUM. ASSOC.$329,999$0$51,000$0$494$0$167,800$0$31,317$0$580,610$0$0$0
WILLIAM MADIA
VP SLAC NAL$360,546$0$72,400$0$36,199$0$25,048$0$3,664$0$497,857$0$0$0
DAVID JONES
VP HUMAN RESOURCES$312,892$0$27,000$0$0$0$25,500$0$22,977$0$388,369$0$0$0
JOHN POWERS
PRESIDENT, STANFORD MGNT CO.$828,704$752,632$710,774$765,381$0$24,970$0$3,082,461$0$625,460$0
LLOYD B MINOR
DEAN, SCHOOL OF MEDICINE$1,300,912$250,000$176,725$302,550$0$73,057$0$2,103,244$0$0$0
RICHARD SALLER
DEAN, SCHOOL OF HUM & SCIENCES$504,717$0$40,723$25,500$0$10,913$0$581,853$0$0$0
GARY STEINBERG
CHAIR, NEUROSURGERY$621,877$667,119$500$25,159$0$21,756$0$1,336,411$0$0$0
THOMAS KRUMMEL
CHAIR, SURGERY$551,504$0$479,721$0$500$0$25,500$0$29,429$0$1,086,654$0$0$0
DAVID SHAW
COACH$1,561,185$100,000$59,034$475,500$0$28,716$0$2,224,435$0$0$0
FRANK HANLEY
CHIEF, PED CARDIOTHORACIC$566,602$0$1,325,000$0$0$0$25,500$0$21,432$0$1,938,534$0$0$0
JOHNNY DAWKINS
COACH$869,746$55,000$353,698$472,950$0$40,549$0$1,791,943$0$0$0
PHILIP A PIZZO
PROF & FORMER DEAN, SCH OF MED$619,321$0$0$0$76,032$0$174,250$0$6,485$0$876,088$0$0$0

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, SIX PERSONS LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES AND SIX PERSONS USED CHARTER TRAVEL DURING CALENDAR YEAR 2013. 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: LLOYD B. MINOR, WILLIAM MADIA, MARTIN SHELL, RICHARD SALLER, DAVID SHAW, AND JOHNNY DAWKINS. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4A SEVERANCE PLAN CERTAIN LISTED PERSONS PARTICIPATE IN A SEVERANCE PLAN THAT PROVIDES FOR PAYMENT OF SALARY BASED ON THE INDIVIDUAL'S YEARS OF SERVICE, FOR A PERIOD RANGING FROM OF 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. INDIVIDUALS WHO VOLUNTARILY RESIGN ARE NOT ENTITLED TO SEVERANCE PAY. NO SEVERANCE PAYMENTS TO LISTED PERSONS WERE MADE DURING CALENDAR YEAR 2013. PART I, LINE 4B DEFERRED COMPENSATION PLAN PROVISIONS CERTAIN OFFICERS AND OTHERS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A DEFERRED COMPENSATION PLAN. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN (C). 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). 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. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THEIR DEFERRED COMPENSATION ACCOUNT DURING CALENDAR YEAR 2013: JOHN POWERS - $708,172; ROBERT C. REIDY - $704,438. 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. UNDER THE CURRENT SERP, IF THE PRESIDENT REMAINS IN HIS POSITION THROUGH AUGUST 31, 2018, HE IS ELIGIBLE TO RECEIVE A BENEFIT APPROXIMATELY EQUAL TO AN ANNUAL PAYMENT FOR LIFE OF 12% OF HIS HIGHEST THREE YEAR AVERAGE BASE PAY (2.0 PERCENTAGE POINTS OF WHICH WAS EARNED IN FY 2014), 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, 2014, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $148,428 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. IF THE PROVOST REMAINS IN HIS POSITION THROUGH AUGUST 31, 2015, HE WILL BE 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 2014), 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, 2014, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $256,015 AND IS INCLUDED ON SCHEDULE J COLUMN (C) AS DEFERRED COMPENSATION.
VARIABLE COMPENSATION OF SCHOOL OF MEDICINE FACULTYTOTAL 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
A52170559213018AAA82013-06-27$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
C521705592130178JD92007-09-06$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$300,218,010$0$1,851,659$0$0$0$0$49,142,752$218,010$02010Yes (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 PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (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/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE KFormAndLineReferenceDesc
ExplanationTAX-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 5/22/08 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 ORIGINAL ISSUANCE DATE, 5/22/08. 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 5/2/2008 AND 3/24/2008 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 - 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. AT AUGUST 31, 2014, COMMERCIAL PAPER DEBT OUTSTANDING WAS $49,142,752. 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. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THEExplanationTxt

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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (true)
B0
CfalseYes (true)falseYes (true)Yes (true)0.000000.000000.00000falsefalse0.00000falseYes (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/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (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$02014Yes (true)falseYes (true)Yes (true)
B$0$0$350,065,369$0$87,808$0$0$0$0$46,384,554$3,071,287$300,521,7202014Yes (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 ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0
B0.00000falseYes (true)falseYes (true)Yes (true)0.000000.00000falsefalse0.00000falseYes (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/BusinessNameLine1Gross 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 S HAD A REBATE CALCULATION PERFORMED ON DECEMBER 3, 2007. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1 AND T-3 HAD A REBATE CALCULATION PERFORMED ON JULY 21, 2010.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (13 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
PHILIP PIZZO
FORMER KEY EMPLOYEEHOUSINGYes (X)$1,211,800$1,146,955falseYes (true)Yes (true)
PHILIP PIZZO
FORMER KEY EMPLOYEEHOUSINGYes (X)$1,500,000$1,500,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$25,000$25,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$300,000$90,000falseYes (true)Yes (true)
RICHARD SALLER
KEY EMPLOYEEHOUSINGYes (X)$300,000$250,000falseYes (true)Yes (true)
MARTIN SHELL
OFFICERHOUSINGYes (X)$1,000,000$900,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$719,466$719,466falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$780,534$780,534falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$1,150,000$1,150,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$700,000$700,000falseYes (true)Yes (true)
LLOYD MINOR
KEY EMPLOYEEHOUSINGYes (X)$1,695,000$1,684,732falseYes (true)Yes (true)
DAVID SHAW
HIGHEST COMPENSATEDHOUSINGYes (X)$700,000$700,000falseYes (true)Yes (true)
THOMAS KRUMMEL
HIGHEST COMPENSATEDHOUSINGYes (X)$500,000$500,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$10,146,687TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (15 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
IBM Corporation
SEE PART V$804,081PURCHASES OF GOODS & SERVICESfalse
GOOGLE
SEE PART V$1,627,785PURCHASES OF GOODS & SERVICESfalse
CISCO SYSTEMS INC
SEE PART V$6,732,110PURCHASES OF GOODS & SERVICESfalse
PACIFIC BIOSCIENCES INC
SEE PART V$395,897PURCHASES OF GOODS & SERVICESfalse
COSTCO WHOLESALE INC
SEE PART V$382,278PURCHASES OF GOODS & SERVICESfalse
THOMSON REUTERS CORPORATION
SEE PART V$403,178PURCHASES OF GOODS & SERVICESfalse
ALTAMONT CAPITAL PARTNERS
SEE PART V$55,907,993INVESTMENTSfalse
MORGAN STANLEY
SEE PART V$227,671BROKERAGE SERVICESfalse
OAK HILL CAPITAL PARTNERS
SEE PART V$73,373,352INVESTMENTSfalse
KLEINER PERKINS CAUFIELD AND BYERS
SEE PART V$83,509,768INVESTMENTSfalse
GENERAL ATLANTIC PARTNERS
SEE PART V$136,100,065INVESTMENTSfalse
PACIFIC INVESTMENT MANAGEMENT CO
SEE PART V$40,410,981INVESTMENTS, INVEST MANAGEMENTfalse
JEANNE MARIE DAVILA
SEE PART V$181,546COMPENSATIONfalse
THOMAS BYERS
SEE PART V$393,275COMPENSATIONfalse
BETH MCLELLAN
SEE PART V$83,923COMPENSATIONfalse

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II - LOANS TO AND/OR FROM INTERESTED PERSONSAS LISTED ON ATTACHMENT I, 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 AND OCCUPIED BY EMPLOYEES AND THEIR FAMILIES, WHICH, FROM TIME TO TIME, COULD INCLUDE OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY.
PART III - GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONSTHESE DISCLOSURES DO NOT INCLUDE TRANSACTIONS IN WHICH A TRUSTEE, OFFICER, OR FAMILY MEMBER THEREOF 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.
PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSAS DESCRIBED IN FURTHER DETAIL ON FORM 990, SCHEDULE O, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD CAN PARTICIPATE IN ANY DECISION IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. EACH TRUSTEE IS REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND INDICATE WHETHER THE UNIVERSITY DOES BUSINESS WITH AN ENTITY IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST. SIMILARLY, FOR SENIOR MANAGEMENT, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN, OR EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH, ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH SENIOR MANAGEMENT AND THEIR IMMEDIATE FAMILY MEMBERS. WHEN SUCH RELATIONSHIP EXISTS, MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT, INCLUDING REQUIRING THAT SUCH TRANSACTIONS BE 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. MEMBERS OF THE BOARD OF DIRECTORS OF STANFORD MANAGEMENT COMPANY ("SMC") ARE ALSO COVERED UNDER THE SMC BOARD'S CONFLICT OF INTEREST POLICY, WHICH GENERALLY PROHIBITS SMC FROM ENTERING INTO AN INVESTMENT TRANSACTION IN WHICH A DIRECTOR OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS A MATERIAL DIRECT OR INDIRECT FINANCIAL INTEREST. SMC WAS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES AS AN UNINCORPORATED DIVISION OF THE UNIVERSITY. SMC IS GOVERNED BY A "BOARD OF DIRECTORS" THAT IS DELEGATED AUTHORITY BY, AND IS SUBJECT TO THE DIRECTION AND CONTROL OF, THE UNIVERSITY'S BOARD OF TRUSTEES. THE PRIMARY PURPOSE OF SMC IS TO PROVIDE INVESTMENT MANAGEMENT SERVICES FOR THE UNIVERSITY'S ENDOWMENT AND CERTAIN OTHER UNIVERSITY INVESTMENT ASSETS. AS OF AUGUST 31, 2014 THERE WERE 11 MEMBERS OF SMC'S BOARD OF DIRECTORS, OF WHICH 4 WERE TRUSTEES OF THE UNIVERSITY. MEMBERS OF THE BOARD OF DIRECTORS OF SMC ARE SUBJECT TO SMC'S WRITTEN CONFLICT OF INTEREST POLICY AND MUST CERTIFY COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS. SUBJECT TO THE POLICIES AND PROVISIONS OUTLINED ABOVE, AND WITHIN A WELL-DIVERSIFIED PORTFOLIO OF OVER 600 INDIVIDUAL ALTERNATIVE INVESTMENTS THAT SPAN MOST REGIONS OF THE WORLD AND MOST OF THE APPROPRIATE ASSET CLASSES FOR INVESTMENTS OF THIS NATURE, THE UNIVERSITY MAY FROM TIME TO TIME INVEST ASSETS IN CERTAIN PARTNERSHIPS IN WHICH A TRUSTEE HAS A DIRECT OR INDIRECT PARTNERSHIP INTEREST. SUCH INVESTMENTS ARE MADE BASED ON COMPELLING HISTORICAL PERFORMANCE AND TRACK RECORDS OF THE MANAGERS. IN THE YEAR ENDED AUGUST 31, 2014, TRANSACTIONS WITH THE FOLLOWING INTERESTED PERSONS ROSE TO THE LEVEL OF DISCLOSURE REQUIRED BY THE IRS: (A) NAME OF THE INTERESTED PERSON: IBM CORPORATION (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: WILLIAM BRODY, TRUSTEE, IS A DIRECTOR OF IBM CORPORATION (C) AMOUNT OF TRANSACTION: $804,081 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: GOOGLE (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: JOHN HENNESSY, PRESIDENT AND TRUSTEE AND KAVITARK RAM SHRIRAM, TRUSTEE ARE DIRECTORS OF GOOGLE (C) AMOUNT OF TRANSACTION: $1,627,785 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO IN ADDITION TO PURCHASES OF GOODS AND SERVICES DESCRIBED ABOVE, AND CONSISTENT WITH THE UNIVERSITY MISSION OF SHARING AND DISSEMINATING KNOWLEDGE, STANFORD PROVIDED BOOKS TO THE GOOGLE BOOK SEARCH PROJECT, WHICH IS CURRENTLY THE SUBJECT OF LITIGATION. TO DATE, GOOGLE HAS SCANNED APPROXIMATELY 3 MILLION BOOKS OWNED BY STANFORD AT NO COST TO STANFORD. PRESIDENT HENNESSY AND TRUSTEE SHRIRAM HAVE NOT BEEN INVOLVED IN ANY OF THE NEGOTIATIONS OR DECISIONS INVOLVING THE GOOGLE BOOK SEARCH PROJECT. (A) NAME OF THE INTERESTED PERSON: CISCO SYSTEMS, INC. (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: JOHN HENNESSY, PRESIDENT AND TRUSTEE IS A DIRECTOR OF CISCO SYSTEMS, INC. (C) AMOUNT OF TRANSACTION: $6,732,110 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO THE UNIVERSITY PURCHASES GOODS AND SERVICES FROM CISCO AND GOOGLE IN THE NORMAL COURSE OF BUSINESS AND ALL PURCHASES ARE MADE, AT ARM'S LENGTH, IN ACCORDANCE WITH STANFORD PROCUREMENT POLICIES AND PROCEDURES. PRESIDENT HENNESSY DOES NOT PARTICIPATE IN ANY DECISIONS WITH RESPECT TO THESE COMPANIES. (A) NAME OF THE INTERESTED PERSON: PACIFIC BIOSCIENCES, INC. (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: BROOK BYERS, TRUSTEE AND RANDALL LIVINGSTON, OFFICER ARE DIRECTORS OF PACIFIC BIOSCIENCES, INC. (C) AMOUNT OF TRANSACTION: $395,897 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: COSTCO WHOLESALE, INC. (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: JEFFREY RAIKES, TRUSTEE IS A DIRECTOR OF COSTCO WHOLESALE CORPORATION (C) AMOUNT OF TRANSACTION: $382,278 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: THOMSON REUTERS CORPORATION (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: STEVEN DENNING, TRUSTEE, IS A DIRECTOR OF THOMSON REUTERS CORPORATION (C) AMOUNT OF TRANSACTION: $403,178 (D) DESCRIPTION OF TRANSACTION: PURCHASES OF GOODS & SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: ALTAMONT CAPITAL PARTNERS (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: MINDY ROGERS, TRUSTEE, IS A FAMILY MEMBER OF THE MANAGING DIRECTOR OF ALTAMONT CAPITAL PARTNERS (C) AMOUNT OF TRANSACTION: $55,907,993 THE ABOVE AMOUNT IS THE TOTAL AMOUNT INVESTED BY STANFORD IN ALTAMONT CAPITAL PARTNERS FUNDS AS OF THE END OF THE TAX YEAR AND REPRESENTS 0.20% OF STANFORD'S TOTAL INVESTMENTS AS OF THE END OF THE TAX YEAR. (D) DESCRIPTION OF TRANSACTION: INVESTMENTS (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MORGAN STANLEY (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: RUTH PORAT, TRUSTEE, WAS THE CFO OF MORGAN STANLEY. (C) AMOUNT OF TRANSACTION: $227,671 (D) DESCRIPTION OF TRANSACTION: BROKERAGE SERVICES (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: OAK HILL CAPITAL PARTNERS (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: ROBERT BASS, TRUSTEE IS THE FOUNDER AND A LEAD INVESTOR IN OAK HILL CAPITAL PARTNERS (C) AMOUNT OF TRANSACTION: $73,373,352 THE ABOVE AMOUNT IS THE TOTAL AMOUNT INVESTED BY STANFORD IN OAK HILL CAPITAL PARTNERS FUNDS AS OF THE END OF THE TAX YEAR AND REPRESENTS 0.26% OF STANFORD'S TOTAL INVESTMENTS AS OF THE END OF THE TAX YEAR. (D) DESCRIPTION OF TRANSACTION: INVESTMENTS (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: KLEINER PERKINS CAUFIELD AND BYERS (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: BROOK BYERS, TRUSTEE, IS THE CO-FOUNDER OF AND PARTNER IN KLEINER PERKINS CAUFIELD AND BYERS. (C) AMOUNT OF TRANSACTION: $83,509,768 THE ABOVE AMOUNT IS THE TOTAL AMOUNT INVESTED BY STANFORD IN KLEINER PERKINS CAUFIELD AND BYERS FUNDS AS OF THE END OF THE TAX YEAR AND REPRESENTS 0.30% OF STANFORD'S TOTAL INVESTMENTS AS OF THE END OF THE TAX YEAR. (D) DESCRIPTION OF TRANSACTION: INVESTMENTS (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: GENERAL ATLANTIC PARTNERS (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: STEVEN DENNING, TRUSTEE, IS THE CHAIRMAN OF GENERAL ATLANTIC (C) AMOUNT OF TRANSACTION: $136,100,065 THE ABOVE AMOUNT IS THE TOTAL AMOUNT INVESTED BY STANFORD IN GENERAL ATLANTIC PARTNERS FUNDS AS OF THE END OF THE TAX YEAR AND REPRESENTS 0.48% OF STANFORD'S TOTAL INVESTMENTS AS OF THE END OF THE TAX YEAR. (D) DESCRIPTION OF TRANSACTION: INVESTMENTS (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: PACIFIC INVESTMENT MANAGEMENT COMPANY (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: DEBORAH DECOTIS, TRUSTEE IS A DIRECTOR OF PIMCO (C) AMOUNT OF TRANSACTION: $40,410,981 THE ABOVE AMOUNT IS THE SUM OF THE TOTAL AMOUNT INVESTED BY STANFORD IN PIMCO FUNDS AS OF THE END OF THE TAX YEAR AND INVESTMENT MANAGEMENT FEES PAID BY STANFORD TO PIMCO DURING THE TAX YEAR. (D) DESCRIPTION OF TRANSACTION: INVESTMENTS, INVESTMENT MANAGEMENT (E) SHARING OF ORGANIZATION'S REVENUES? NO 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 CONTINUE

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution96ContributionCnt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$58,130NoncashContributionsRptF990Amt
Method Of Determining RevenuesRESALE VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2251ContributionCnt
Noncash Contributions Rpt F990$234,862,030NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$3,019,661NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution33ContributionCnt
Noncash Contributions Rpt F990$5,234,813NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$198,332NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$576,870NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution229ContributionCnt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)HORSES6$0N/A
Yes (X)MUSICAL INSTRUMENTS5$200,253FAIR MARKET VALUE
Yes (X)COMPUTERS2$134,100FAIR MARKET VALUE
Yes (X)OTHER EQUIPMENT10$734,193FAIR MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received53Form8283ReceivedCnt
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 ITEMS CONTRIBUTED. IN THE CASE OF SECURITIES, 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 $1,492,359,889 INCLUDING GRANTS OF $34,980,642, REVENUE $719,761,507) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 16,136 STUDENTS, INCLUDING 7,018 UNDERGRADUATE AND 9,118 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,118-PERSON FACULTY INCLUDES 21 NOBEL PRIZE WINNERS AND FIVE PULITZER PRIZE WINNERS. STANFORD HAS SEVEN SCHOOLS: BUSINESS, EARTH, ENERGY & ENVIRONMENTAL SCIENCES (F/K/A EARTH 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 $1,075,576,597 INCLUDING GRANTS OF $21,843,993, REVENUE "NON PUBLIC" ONLY $230,055,514; 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 $896,358,713 INCLUDING GRANTS OF $1,254,656, REVENUE $848,817,699) 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 FOR A $1.7 BILLION ASSET PORTFOLIO COMPRISING ONE-THIRD OF STANFORD'S PHYSICAL PLANT (OVER 1/3 OF CAMPUS) AND GENERATES REVENUES PRIMARILY THROUGH STUDENT ROOM AND BOARD, CONFERENCE FEES, AND OTHER ENTERPRISES. R&DE HOUSES 6,503 UNDERGRADUATE STUDENTS (96% OF TOTAL UNDERGRADUATE STUDENTS ELIGIBLE FOR HOUSING, EXCLUDING OVERSEAS) AND 5,477 GRADUATE STUDENTS (62% OF TOTAL GRADUATE STUDENTS ELIGIBLE FOR HOUSING) AND SERVES OVER 6.5M MEALS ANNUALLY TO STUDENTS (4,053 UNDERGRADUATE MEAL PLANS AND 4,250 GRADUATE STUDENTS PURCHASING VOLUNTARY MEALS). R&DE COMPLEMENTS STANFORD'S PREMIER 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 $644,217,432 INCLUDING GRANTS OF $355,258,811, REVENUE $402,714,638) ACADEMIC SUPPORT AND PUBLIC SERVICE $352,633,506 STUDENT FINANCIAL AID $248,847,732 SLAC CONSTRUCTION AND OTHER $42,736,194 ______________ TOTAL OTHER PROGRAM SERVICE EXPENSES $644,217,432 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 38 TERABYTES OF INCOMING DATA AND 26 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, 2014 AND AUGUST 31, 2013 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 GOOGLE. - 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. - ISAAC STEIN IS A DIRECTOR OF IRVINE FOUNDATION, WHERE JAMES E. CANALES SERVED AS CHIEF EXECUTIVE OFFICER IN THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 4 CHANGES IN THE BYLAWS THE UNIVERSITY'S BYLAWS WERE AMENDED IN FY 13 TO INCREASE THE MAXIMUM NUMBER OF TRUSTEES FROM 35 TO 38 AND TO INCREASE THE MAXIMUM NUMBER OF TRUSTEES ELECTED PURSUANT TO THE BOARD'S GENERAL ELECTION PROCEDURE FROM 26 TO 29.
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. THE RETURN IS THEN DISTRIBUTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW IN ADVANCE OF THE COMMITTEE MEETING. THE COMMITTEE IS OFFERED AN OPPORTUNITY TO ASK QUESTIONS OF THE TAX DIRECTOR AND THE CONTROLLER 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 $ 11,952,000 PAYMENTS TO LIVING TRUST BENEFICIARIES (39,182,494) NET HOSPITAL TRANSFERS 69,017,915 CHANGE IN VALUE OF SWAP AGREEMENTS (8,616,644) ------------- $ 33,170,777

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (41 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
STANFORD UNIVERSITY OTL LLC
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SU ACQUISITION LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$402,948$2,000,000STANFORD
SAA SIERRA PROGRAMS LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365ALUM RELATIONCA$6,093,562$9,877,799STANFORD
ANTS AT WORK LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365researchNM$0$55,000STANFORD
SHR HOTEL LLC
3145 PORTER DRIVEPALO ALTOCA94304412277925REAL ESTATECA$48,448,834$131,613,971STANFORD
SPECIALTY EVENTS LLC
3145 PORTER DRIVEPALO ALTOCA94304273665473GEN. BUS. OPSCA$0$0STANFORD
ROCKY HILL PROPERTY LLC
3145 PORTER DRIVEPALO ALTOCA94304454672921REAL ESTATECA$51,826$6,172,307STANFORD
STANFORD UNIVERSITY GLOBAL LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365EDUCATIONCA$2,629,259$1,256,856STANFORD
CARDINAL NEWBURY GP LLC
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CARDINAL NEWBURY LP LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$737,061-$6,419,388STANFORD
FAIRFIELD NORTH SEA ENERGY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$0$29,084,940STANFORD
SAND HILL INVESTMENTS GP LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305412262027INVESTMENTDE$0$0STANFORD
SMC DE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE$319,252$2,836,448STANFORD
ALTIRA TECHNOLOGY FUND IV DIRECT INVEST
C/O SMC 635 KNIGHT WAYSTANFORDCA94305941156365INVESTMENTDE-$3,548$2,756,904STANFORD
SNOWCREEK VII LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305954890334REAL ESTATECA$3,239,729$6,207,154STANFORD
GRE PROPERTIES LLC
3145 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$25,736STANFORD
GRE PROPERTIES II LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$28,736STANFORD
JPS NO 1 LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$3,860,123STANFORD
JPS NO 2 LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATEDE$0$1STANFORD
GREGORY STREET ACQUISITION LLC
3160 PORTER DRIVEPALO ALTOCA94304941156365REAL ESTATECO$0$4,914STANFORD
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$1,300$36,849,906CYPRESS MARI
CYPRESS MARINA PARTNERS LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSCA$1,300$41,023,190STANFORD
RED ALPINE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$0STANFORD
RED ALVARADO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$124,113$10,769,474STANFORD
RED ARBORETUM LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$11,416,935STANFORD
RED ARDENWOOD LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$21,236,152STANFORD
RED BART LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$16,408,800STANFORD
RED BROADWAY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$404$2,318,792STANFORD
RED CAMINO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE-$115,586$7,504,860STANFORD
RED DECOTO LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$32,796$2,522,669STANFORD
RED MARINA LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$15,557$5,896,274STANFORD
RED MARINER LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$31,991,000STANFORD
RED POPLAR LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$45,477,596STANFORD
RED QUARRY LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$3,157,747STANFORD
RED RECIPE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$17,224,960STANFORD
RED SANDHILL LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$8,692,855STANFORD
RED SKYLINE LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$19,650,224STANFORD
RED VELD LLC
C/O SMC 635 KNIGHT WAYSTANFORDCA94305INVESTMENTSDE$0$12,833,334STANFORD
SAND HILL INVESTMENTS LP
C/O SMC 635 KNIGHT WAYSTANFORDCA94305371557441INVESTMENTSDE$15,157,755$134,690,843SAND HILL GP

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
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)
THE FREIDENRICH SUPPORT FOUNDATION
3145 PORTER DRIVEPALO ALTOCA94304300519583SUPPORTCA501(C)(3)11, TYPE ISTANFORDYes (true)
SHR HOLDINGS INC
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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)11,TYPE IIISTANFORDYes (true)
STANFORD UNIVERSITY BOOK STORE
BLDG 60 MAIN QUAD NO 105STANFORDCA94305940894150SUPPORTCA501(C)(3)11, TYPE 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
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THE STANFORD TRUST
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STANFORD PROGRAMME (CAPE TOWN) NPC
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STANFORD FEDERAL CREDIT UNION
1860 EMBARCADERO RDPALO ALTOCA94303941492212CREDIT UNIONCA501(C)(1)N/ASTANFORDYes (true)
UNIVERSITY HEALTHCARE ADVANTAGE
3220 BLUME DR STE 260RICHMONDCA948065741464071746HEALTHCARECA501(c)(3)11, type 1SHCYes (true)
STANFORD SCHOOLS CORPORATION
475 POPE STREETMENLO PARKCA94025202699147EDUCATIONALCA501(C)(3)2STANFORDYes (true)
PACIFIC 12 CONFERENCE
1350 TREAT BOULEVARDWALNUT CREEKCA94597941459048EDUCATIONALCA501(C)(3)11,TYPE 1NAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryCdProvince Or StateForeignAddress/ProvinceOrState
ATWATER 12 LP
2100 ROSS AVE STE 1600DALLASTX75201752944481INVESTMENTSDESTANFORDEXCLUDED$633,625$21,313,726false$0false0.70000
AVENUE ASIA CAPITAL PARTNERS LP
399 Park Ave 6th FlNEW YORKNY10022010553224FOREIGN INV.DESTANFORDEXCLUDED-$3,570,904$171,285false$0false0.79270
JER R E QUALIFIED PARTNERS EUROPE LP
7950 JONES BRANCH DR STE 220MCLEANVA22107542029560INVESTMENTSDESTANFORDUNRELATED$106,160$125,559false$106,301false0.99000
LINCOLN COMMERCE PARK II LTD
PO BOX 1920DALLASTX75221204681486RE DEVELOPMENDESTANFORDEXCLUDED$1,766$0false$0false0.00000
PALO ALTO LP
FOREIGN INV.STANFORDEXCLUDED$644,414$77,700,596false$0false0.99790OGIER HOUSE THE ESPLANADEST. HELIERJEXC JE4 9WGJE
PARMENTER REALTY FUND II LP
1111 BRICKELL AVE STE 2910MIAMIFL33131200973616INVESTMENTSDESTANFORDEXCLUDED$281,033-$21,752,430falsefalse0.75410
SANDPIPER FUND LP
2000 MCKINNEY AVE STE 2125DALLASTX75201260341626INVESTMENTSTXSTANFORDEXCLUDED-$10,880,852$42,093,070false$0false0.97420
SAROFIM MULTIFAMILY PARTNERS LP
8115 PRESTON RD STE 400DALLASTX75225201929002RE DEVELOPMENDESTANFORDUNRELATED$11,846,213$67,146,659false-$494,879false0.63750
SKY HARBOR ASSOCIATES LP
PO BOX 1920DALLASTX75221205803431INVESTMENTSDESTANFORDEXCLUDED-$566,902$25,353false$0false1.00000
STERLING STAMOS REAL ASSETS FUND (A) LP
450 PARK AVE 23RD FLNEW YORKNY10022203949682INVESTMENTSDESTANFORDUNRELATED$1,153,704$22,996,564false-$141,731false0.62690
DEK PORTFOLIO LLC
C/O SPAULDING SLYE INV 1 PO SBOSTONMA02109043446765INVESTMENTSDESTANFORDEXCLUDED-$332,120$4,233,495false$0false0.97310
BROWN BARK I LP
PO BOX 1068STAFFORDTX774971068721604614INVESTMENTSDESTANFORDEXCLUDED-$706,497$922,549false$0false0.99000
BROWN BARK II LP
PO BOX 1068STAFFORDTX774971068208727391INVESTMENTSDESTANFORDEXCLUDED$893,731$1,528,018false$0false0.99000
BROWN BARK III LP
PO BOX 1068STAFFORDTX774971068261780743INVESTMENTSDESTANFORDEXCLUDED$1,030,913$479,391false$0false0.66000
FORTRESS IW COINVESTMENT (FUND B) LP
1345 AVE OF THE AMERICAS 23RD FLNEW YORKNY10105980509639INVESTMENTSSTANFORDEXCLUDED-$7,403,735$1,011,550false$0false0.71640CJ
JER REAL ESTATE PARTNERS EUROPE II LP
INVESTMENTSJER ALBERTA LPEXCLUDED-$333,408$0false$0false0.00000CLARGES HOUSE 6-12 CLARGES STLONDONUKW1J 8ADUKEN
STANFORD PET-CT LLC
300 PASTEUR DRIVE M/C 5555STANFORDCA94305611423414MED. DIAGNOSTCASHCRELATED$5,308,374$9,724,890$00.50000
CEE EQUITY HOLDINGS LP
INVESTMENTSSTANFORDEXCLUDED$178$25,598,088false$0false1.00000Elizabeth House 9 Castle StSt. Helier,JEJE4 2QPJEJe
LSF V DHB HOLDINGS LP
2711 N Haskell Ave Ste 1700DALLASTX75204272858604INVESTMENTSDESTANFORDEXCLUDED$2,614,811$5,641,684false$0false0.61880
SIC SNOWCREEK VIII LLC
635 KNIGHT WAYSTANFORDCA94305275431605RE DEVELOPMENCASTANFORDUNRELATED-$723,514$16,122,056false-$723,514false0.99870
SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL ROAD MC5713PALO ALTOCA94304263934706HOLDING COMPADESHC$0$0false$0false
ARCOLA VENTURE LLC
C/O STANFORD MGMT CO 635 KNIGHT WSTANFORDCA943057297371689632RE DEVELOPMENDESTANFORDEXCLUDED$91$20,991,603false$0false0.91430
BLACKSTONE REP VII TE 7-NQ LP
C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154900878802INVESTMENTSDESTANFORDUNRELATED$241,084$52,051,069false$554,139false0.51210
OUTLAWS CASINO LTD
3160 PORTER DRPALO ALTOCA94304841457498HOLDING COMPACOHP OUTLAWS LLC$0$0$0Yes (true)0.80000
STANFORD EMANUEL RAD ONCOLOGY CENTER
208885091RADIOLOGYCASHC$0$0$0
ARCOLA RESIDENTIAL VENTURE LLC
635 Knight WaystanfordCA943057297900818278real estateCAARCOLA RESIDENT$167,911$31,419,967false$0false0.91950
RESERVOIR RESOURCE PARTNERS TE LP
650 Madison Ave 26th Floornew yorkNY10022462286221investmentsNYSTANFORDEXCLUDED$0$2,136,399false$0false0.99980
STANFORD-STARTX FUND LLC
3145 PORTER DRIVEPALO ALTOCA94304464297719INVESTMENTSDESTANFORDEXCLUDED$108,565$14,166,561false$0Yes (true)0.66670

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINProvince Or StateForeignAddress/ProvinceOrStateAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCdPostal CodeForeignAddress/PostalCode
MARINER VOYAGER INTERNATIONAL LTD
C/O STUARTS CORP SVCS PO BOX 2510GEORGE TOWNCJINVESTMENTSCJSTANFORDC CORP$0$8,545,5320.67270Yes (true)
STANFORD SGGS EUROPE INC
UGLAND HOUSE S CHURCH STPO BOX 309GT, GEORGE TOWNCJINVESTMENTSCJSTANFORDC CORP$17,991,247$33,774,7481.00000Yes (true)131684331
BLACK RIVER EMEA INVESTORS FUND LTD
UGLAND HOUSE S CHURCH STGEORGE TOWNCJINVESTMENTSCJSTANFORDC CORP$26,106,917$141,544,6450.94580Yes (true)980428006
EAST SAIL
C/O INTL FS INC IFS COURTTWENTYEIGHT, CYBERCITY, EBENEMPINVESTMENTSMPSTANFORDC CORP$34,301,060$76,727,3611.00000Yes (true)
GAVEA INVESTMENT FUND II-C LP
PO BOX 896GT HARBOUR CENTREGEORGE TOWNCJINVESTMENTSCJSTANFORDC CORP-$5,436,018$24,021,6680.53190Yes (true)980537952cayman islands
JER ALBERTA LP
INVESTMENTSCASTANFORDC CORP-$333,408$01.00000Yes (true)980423557C/O JE ROBERT COS 1650 TYSON BLVDMCLEANVA22102
LS ALBERTA III LP
INVESTMENTSCASTANFORDC CORP$683,870$9,177,8361.00000Yes (true)980493425c/o JE ROBERT COS 1650 TYSON BLVDMCLEANVA22102
MARBLETON PROPERTY FUND (ALBERTA) LP
INVESTMENTSCASTANFORDC CORP-$3,520$01.00000Yes (true)980531893c/o JE ROBERT COMPANIES 1650 TYSMCLEANVA22102
CLAT (16)
CHARITABLE TRSTANFORDTRUSTCA
CRT (501)
CHARITABLE TRSTANFORDTRUSTCA
OTHER (7)
CHARITABLE TRSTANFORDTRUSTCA
PIF (79)
CHARITABLE TRSTANFORDTRUSTCA
ALPINE CHALET INC
SKI LODGESAA SUERRA PROGC CORP$281,237$468,9981.00000Yes (true)941556099PO BOX 9988SOUTH LAKE TAHOECA96158CA
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
5275TH FLBLDG CACADEMY SOUTH RDHAIDAN DISTRICTCHEDUCATIONCHSU GLOBAL LLCC CORP$562,750$180,9201.00000Yes (true)BEIJING
STANFORD UNIV MED NETWORK RISK AUTHORITY
RISK MGMT CONSUMIT HLDG INTC CORP$0$00.00000Yes (true)4611320021400 PAGE MILL RD MSC 5713PALO ALTOCA94304CA
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
INSURANCEUHAC CORP$0$00.00000Yes (true)900897686201 MERCHANT STREET SUITE 2400HONOLULUHI96813HI
ARCOLA RES DEVELOPMENT CORP
INVESTMENTSTANFORDC CORP$167,911$31,419,9671.00000Yes (true)800804754C/O SMC 635 KNIGHT WAYSTANFORDCA943057297DE
BREP VII ALBERTA FEEDER(OFFSHORE)TE7LP
INVESTMENTSCASTANFORDC CORP$614,647$4,389,3480.51720Yes (true)981066351C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154
BREP VII ALBERTA FEEDER(OFFSHORE)TE7NQLP
INVESTMENTSCASTANFORDC CORP$925,901$6,539,0050.51720Yes (true)981066355C/O THE BLACKSTONE GROUP 345 PARKNEW YORKNY10154
MBS AGENCY OFFSHORE FUND LTD
C/O WALKER SPV LTD 87 MARY STGEORGE TOWNCJINVESTMENTSCJSTANFORDC CORP$0$00.00000Yes (true)GRAND CAYMANKY1-9002
WOODBOURNE CANADA PARTNERS II -CAYMAN LP
C/O INTRTRST CORP SERV190 ELGIN AVGRAND CAYMANCJINVESTMENTSCJSTANFORDC CORP$3,496,871$40,249,0890.60000Yes (true)980705321CAYMAN ISLANDSKY1-9005
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
PO Box 10008 Willow HouseGrand CaymanCJInvestmentCJSTANFORDC CORP-$188,318$3,910,9530.99880Yes (true)981140761Cayman IslandsKY1-1001
MIDPOINT TECHNOLOGY PARK OWNERS ASSOC
REAL ESTATESTANFORDC CORP$0$0Yes (true)9432872543145 PORTER DRIVEPALO ALTOCA94304CA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth 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 (69 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ATWATER 12 LP
B$51,450BANK RECORDS
ATWATER 12 LP
S$686,000BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VII TE 7 - NQ
B$13,102,034BANK RECORDS
BLACKSTONE REAL ESTATE PARTNERS VII TE 7 - NQ
S$1,355,958BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 LP
B$3,653,657BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 LP
S$132,897BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7-NQ LP
B$3,809,675BANK RECORDS
BREP VII ALBERTA FEEDER (OFFSHORE) TE 7-NQ LP
S$417,916BANK RECORDS
BROWN BARK I LP
S$1,289,361BANK RECORDS
BROWN BARK II LP
S$1,310,070BANK RECORDS
BROWN BARK III LP
S$983,888BANK RECORDS
CEE EQUITY HOLDINGS LP
S$9,565,562BANK RECORDS
DEK PORTFOLIO LLC
S$2,007,016BANK RECORDS
EAST SAIL
B$369,153BANK RECORDS
GAVEA INVESTMENT FUND II-C LP
S$1,596,407BANK RECORDS
JER ALBERTA LP
S$450,367BANK RECORDS
LSF V DHB HOLDINGS LP
S$94,173,681BANK RECORDS
MARINER VOYAGER INTERNATIONAL LTD
S$2,769,148BANK RECORDS
MBS AGENCY OFFSHORE FUND LTD
S$2,425,213BANK RECORDS
RESERVOIR RESOURCE PARTNERS TE LP
B$3,692,774BANK RECORDS
RESERVOIR RESOURCE PARTNERS TE LP
S$89,498BANK RECORDS
SAROFIM MULTIFAMILY PARTNERS LP
S$40,231,735BANK RECORDS
SIC SNOWCREEK VIII LLC
B$1,056,000BANK RECORDS
SKY HARBOR ASSOCIATES LP
S$4,044,961BANK RECORDS
STANFORD SGGS EUROPE INC
S$8,986,220BANK RECORDS
STANFORD-STARTX FUND LLC
B$14,053,065BANK RECORDS
STERLING STAMOS REAL ASSETS FUND (A) LP
B$261,922BANK RECORDS
STERLING STAMOS REAL ASSETS FUND (A) LP
S$4,153,317BANK RECORDS
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
B$14,004,566BANK RECORDS
WEST FACE ALTERNATIVE CREDIT CAYMAN LP
S$10,878,233BANK RECORDS
WOODBOURNE CANADA PARTNERS II - CAYMAN LP
B$17,565,598BANK RECORDS
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
J$1,387,842BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
K$997,235BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
L$187,170,467BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
M$1,077,609BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
N$1,065,252BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
R$3,994,356BOOK
LUCILE SALTER PACKARD CHILDRENS HOSPITAL
S$18,665,073BOOK
STANFORD HEALTH CARE
J$4,070,762BOOK
STANFORD HEALTH CARE
K$6,093,421BOOK
STANFORD HEALTH CARE
L$503,297,540BOOK
STANFORD HEALTH CARE
M$30,352,948BOOK
STANFORD HEALTH CARE
N$11,177,994BOOK
STANFORD HEALTH CARE
R$6,953,265BOOK
STANFORD HEALTH CARE
S$58,725,399BOOK
ALPINE CHALET INC
A$5,585BOOK
PACKARD CHILDREN'S HEALTH ALLIANCE
Q$374,586BOOK
STANFORD FACULTY CLUB
A$204,181BOOK
STANFORD FACULTY CLUB
Q$368,642BOOK
STANFORD PET-CT LLC
L$1,971,208BOOK
STANFORD PET-CT LLC
S$4,262,500BOOK
STANFORD SCHOOLS CORPORATION
B$1,303,207BOOK
STANFORD UNIVERSITY BOOK STORE
A$118,301BOOK
THE DUDLEY E CHAMBERS FOUNDATION
C$4,290,286BOOK
THE FREIDENRICH SUPPORT FOUNDATION
C$5,590,244BOOK
THE HONG KONGSTANFORD UNIVERSITY CHARITABLE
C$1,153,538BANK RECORDS
THE STANFORD TRUST
C$1,410,639BANK RECORDS
UNIVERSITY HEALTHCARE ALLIANCE
Q$274,987BOOK
STANFORD (BEIJING) CONSULTING CO LTD (WFOE)
M$808,102BOOK
SHR HOLDINGS INC
C$9,751,588BOOK
SHR HOLDINGS INC
Q$1,286,268BOOK
SHR HOLDINGS INC
R$39,829BOOK
STANFORD FEDERAL CREDIT UNION
A$194,758BOOK
MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION
M$441,271BOOK
MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION
P$732,881BOOK
STANFORD EMANUEL RADIATION ONCOLOGY CTR LLC
L$476,722BOOK
STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST
R$18,530,514BOOK
STANFORD FEDERAL CREDIT UNION
L$180,400BOOK
STANFORD PROGRAMME(CAPE TOWN) NPC
R$564,625BOOK

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IV, LINE (3)FormAndLineReferenceDesc
ExplanationCHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (4) CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (5) OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE (6) POOLED INVESTMENT 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 2014.ExplanationTxt