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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-14T15:33:43-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 COMMERCE SQ17002001 MARKET ST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOARD OF TRUSTEES OF THE LELAND STANFORD | BusinessNameLine1 |
| Business Name Line2 | JUNIOR UNIVERSITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER CANELLOS | InCareOfNm |
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 6507251732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3145 PORTER DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M SUZANNE CALANDRA | PersonNm |
| Person Title | SR ASSOCIATE VP FOR FINANCE | PersonTitleTxt |
| Phone | 6507251732 | PhoneNum |
| Signature | 2015-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 6507251732 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Hennessy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Building 10 | AddressLine1 |
| City | Stanford | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,106,358,334 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STANFORD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION, AND RESEARCH - CONT'D SCH O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 34698 | TotalEmployeeCnt |
| Total Volunteers | 11000 | TotalVolunteersCnt |
| Total Gross UBI | $13,793,521 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$62,561,524 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,719,795,101 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,821,722,630 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,042,740,583 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,201,349,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,069,740,558 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,579,276,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | $104,233,612 | PYOtherRevenueAmt |
| CY Other Revenue | $114,675,185 | CYOtherRevenueAmt |
| PY Total Revenue | $4,936,509,854 | PYTotalRevenueAmt |
| CY Total Revenue | $5,717,023,246 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $390,384,372 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $413,338,102 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,498,157,422 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,659,609,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $645,950 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $763,836 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,049,632 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,411,601,424 | PYOtherExpensesAmt |
| CY Other Expenses | $1,567,849,260 | CYOtherExpensesAmt |
| PY Total Expenses | $4,300,789,168 | PYTotalExpensesAmt |
| CY Total Expenses | $4,641,560,606 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $635,720,686 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,075,462,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,539,947,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,227,473,556 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,816,842,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,006,332,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,723,105,228 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,221,141,228 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION, AND RESEARCH - CONT'D SCH O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,492,359,889 | ExpenseAmt |
| Grant | $34,980,642 | GrantAmt |
| Revenue | $719,761,507 | RevenueAmt |
| Desc | INSTRUCTION AND DEPARTMENTAL RESEARCH - SEE SCH O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,075,576,597 | ExpenseAmt |
| Grant | $21,843,993 | GrantAmt |
| Revenue | $230,055,514 | RevenueAmt |
| Desc | ORGANIZED 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $896,358,713 | ExpenseAmt |
| Grant | $1,254,656 | GrantAmt |
| Revenue | $848,817,699 | RevenueAmt |
| Desc | UNIVERSITY AUXILIARY ACTIVITIES - SEE SCH O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $644,217,432 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $355,258,811 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $402,714,638 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,108,512,631 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 28560 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34698 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 7 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CANELLOS | PersonNm |
| Phone | 6507251732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3145 PORTER DRIVE | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN HENNESSY | ||||||||||
| PRESIDENT/TRUSTEE | 50.0 | Yes (X) | Yes (X) | $805,963 | $0 | $331,213 | ||||
| FRED W ALVAREZ | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Robert M Bass | ||||||||||
| Trustee, appointed 10/01/2013 | 2.0 | Yes (X) | ||||||||
| William R Brody | ||||||||||
| Trustee, until 05/31/2014 | 2.0 | Yes (X) | ||||||||
| BROOK H BYERS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| James E Canales | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| ROANN COSTIN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| James G Coulter | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| DEBORAH A DECOTIS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Steven A Denning | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Bruce W Dunlevie | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Armando Garza | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| John A Gunn | ||||||||||
| Trustee | 2.0 | Yes (X) | 2.0 | |||||||
| GAIL B HARRIS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Christine U Hazy | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Ronald B Johnson | ||||||||||
| Trustee | 2.0 | Yes (X) | 2.0 | |||||||
| LATONIA G KARR | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Frank D Lee | ||||||||||
| Trustee | 2.0 | Yes (X) | 2.0 | |||||||
| BERNARD LIAUTAUD | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Susan R McCaw | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| LLOYD M METZ | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| Hamid R Moghadam | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Paul A Ormond | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Ruth M Porat | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| LAURENE POWELL JOBS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| JEFFREY S RAIKES | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| MINDY B ROGERS | ||||||||||
| Trustee, appointed 12/01/2013 | 2.0 | Yes (X) | ||||||||
| Victoria B Rogers | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| Kavitark Ram Shriram | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| RONALD P SPOGLI | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | ||||||||
| SRINIJA SRINIVASAN | ||||||||||
| Trustee, appointed 4/01/2014 | 2.0 | Yes (X) | ||||||||
| Isaac Stein | ||||||||||
| Trustee | 2.0 | Yes (X) | 0.5 | |||||||
| Thomas F Steyer | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| GENE SYKES | ||||||||||
| TRUSTEE, appointed 02/01/2014 | 2.0 | Yes (X) | ||||||||
| Vaughn C Williams | ||||||||||
| Trustee | 2.0 | Yes (X) | 2.0 | |||||||
| Jerry Yang | ||||||||||
| Trustee | 2.0 | Yes (X) | ||||||||
| JOHN ETCHEMENDY | ||||||||||
| PROVOST | 50.0 | Yes (X) | $610,604 | $0 | $359,127 | |||||
| RANDALL LIVINGSTON | ||||||||||
| VP BUS AFFAIRS/CFO | 50.0 | Yes (X) | $553,511 | $0 | $197,000 | |||||
| MARTIN SHELL | ||||||||||
| VP DEVELOPMENT | 50.0 | Yes (X) | $661,415 | $0 | $150,642 | |||||
| DEBRA ZUMWALT | ||||||||||
| VP GENERAL COUNSEL | 50.0 | Yes (X) | $575,158 | $0 | $185,240 | |||||
| ROBERT C REIDY | ||||||||||
| VP LAND, BUILDINGS & REAL EST | 50.0 | Yes (X) | $1,366,832 | $0 | $1,483,978 | |||||
| DAVID DEMAREST | ||||||||||
| VP PUBLIC AFFAIRS | 50.0 | Yes (X) | $345,910 | $0 | $105,968 | |||||
| HOWARD WOLF | ||||||||||
| PRES. OF STANFORD ALUM. ASSOC. | 50.0 | Yes (X) | $381,493 | $0 | $199,117 | |||||
| WILLIAM MADIA | ||||||||||
| VP SLAC NAL | 38.0 | Yes (X) | $469,145 | $0 | $28,712 | |||||
| DAVID JONES | ||||||||||
| VP HUMAN RESOURCES | 50.0 | Yes (X) | $339,892 | $0 | $48,477 | |||||
| JOHN POWERS | ||||||||||
| PRESIDENT, STANFORD MGNT CO. | 50.0 | $2,292,110 | $790,351 | Yes (X) | ||||||
| LLOYD B MINOR | ||||||||||
| DEAN, SCHOOL OF MEDICINE | 50.0 | $1,727,637 | $375,607 | 4.0 | Yes (X) | |||||
| RICHARD SALLER | ||||||||||
| DEAN, SCHOOL OF HUM & SCIENCES | 50.0 | $545,440 | $36,413 | Yes (X) | ||||||
| GARY STEINBERG | ||||||||||
| CHAIR, NEUROSURGERY | 50.0 | $1,289,496 | $46,915 | Yes (X) | ||||||
| THOMAS KRUMMEL | ||||||||||
| CHAIR, SURGERY | 50.0 | $1,031,725 | $0 | $54,929 | 2.0 | Yes (X) | ||||
| DAVID SHAW | ||||||||||
| COACH | 50.0 | $1,720,219 | $504,216 | Yes (X) | ||||||
| FRANK HANLEY | ||||||||||
| CHIEF, PED CARDIOTHORACIC | 50.0 | $1,891,602 | $0 | $46,932 | Yes (X) | |||||
| JOHNNY DAWKINS | ||||||||||
| COACH | 50.0 | $1,278,444 | $513,499 | Yes (X) | ||||||
| PHILIP A PIZZO | ||||||||||
| PROF & FORMER DEAN, SCH OF MED | 50.0 | $695,353 | $0 | $180,735 | 2.0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,581,949 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,639,071 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5458 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 212971596 | CONSTRUCTION | $253,778,029 |
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DR | MILPITAS | CA | 95035 | CONSTRUCTION | $87,913,728 |
| VANCE BROWN INC | |||||
| 3197 PARK BOULEVARD | PALO ALTO | CA | 94306 | CONSTRUCTION | $75,006,070 |
| LEVEL 10 CONSTRUCTION LP | |||||
| 1050 ENTERPRISE WAY 250 | SUNNYVALE | CA | 94089 | CONSTRUCTION | $22,529,416 |
| HATHAWAY DINWIDDIE CONSTRUCTION CO | |||||
| 565 LAURELWOOD RD | SANTA CLARA | CA | 950542419 | CONSTRUCTION | $22,276,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 820 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $1,264,337 | FundraisingAmt |
| Government Grants | $1,036,090,761 | GovernmentGrantsAmt |
| All Other Contributions | $784,367,532 | AllOtherContributionsAmt |
| Noncash Contributions | $245,018,382 | NoncashContributionsAmt |
| Total Contributions | $1,821,722,630 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT INCOME | 900099 | $782,538,051 | $782,538,051 | |
| NONGOVERNMENT RESEARCH | 900099 | $230,055,514 | $230,055,514 | |
| PATIENT CARE | 900099 | $697,504,797 | $697,504,797 | |
| SPECIAL PROGRAMS | 900099 | $490,234,483 | $490,234,483 | |
| DRIVING RANGE | 713910 | $642,461 | $642,461 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $374,052 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $374,052 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,201,349,358 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,273,970 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,811,276 | UnrelatedBusinessRevenueAmt |
| Exclusion | $288,462,694 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,837 | TotalRevenueColumnAmt |
| Exclusion | $102,837 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,483,958 | TotalRevenueColumnAmt |
| Exclusion | $8,483,958 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,742,099 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $41,117,682 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,624,417 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,624,417 | TotalRevenueColumnAmt |
| Exclusion | $103,624,417 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,625,153,848 | SecuritiesAmt |
| Other | $2,487,988 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,342,810,460 | SecuritiesAmt |
| Other | $2,932,110 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,282,343,388 | SecuritiesAmt |
| Other | -$444,122 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,281,899,266 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,965,732 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,277,933,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,722 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,264,337 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $628,639 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$490,917 | TotalRevenueColumnAmt |
| Exclusion | -$490,917 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,903,924 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,846,197 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,057,727 | TotalRevenueColumnAmt |
| Exclusion | $3,057,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,717,023,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,200,332,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,793,521 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,681,174,250 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,085,970 | TotalAmt |
| Program Services | $20,085,970 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,738,678 | TotalAmt |
| Program Services | $382,738,678 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,513,454 | TotalAmt |
| Program Services | $10,513,454 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,887,400 | TotalAmt |
| Program Services | $4,160,590 | ProgramServicesAmt |
| Management And General | $6,775,818 | ManagementAndGeneralAmt |
| Fundraising | $950,992 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,017 | TotalAmt |
| Program Services | $376,971 | ProgramServicesAmt |
| Fundraising | $212,046 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,284,126 | TotalAmt |
| Program Services | $1,958,311,594 | ProgramServicesAmt |
| Management And General | $127,263,432 | ManagementAndGeneralAmt |
| Fundraising | $47,709,100 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,471,136 | TotalAmt |
| Program Services | $108,967,174 | ProgramServicesAmt |
| Management And General | $16,914,329 | ManagementAndGeneralAmt |
| Fundraising | $3,589,633 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,920,140 | TotalAmt |
| Program Services | $222,965,519 | ProgramServicesAmt |
| Management And General | $34,609,616 | ManagementAndGeneralAmt |
| Fundraising | $7,345,005 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,457,589 | TotalAmt |
| Program Services | $100,539,443 | ProgramServicesAmt |
| Management And General | $15,606,142 | ManagementAndGeneralAmt |
| Fundraising | $3,312,004 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,721,168 | TotalAmt |
| Program Services | $2,412,299 | ProgramServicesAmt |
| Management And General | $308,869 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,223,044 | TotalAmt |
| Program Services | $1,652,748 | ProgramServicesAmt |
| Management And General | $9,523,709 | ManagementAndGeneralAmt |
| Fundraising | $46,587 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256,704 | TotalAmt |
| Program Services | $167,859 | ProgramServicesAmt |
| Management And General | $2,088,393 | ManagementAndGeneralAmt |
| Fundraising | $452 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,007 | TotalAmt |
| Program Services | $6,072 | ProgramServicesAmt |
| Management And General | $52,905 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,836 | TotalAmt |
| Fundraising | $763,836 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,867,551 | TotalAmt |
| Management And General | $26,867,551 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,554,184 | TotalAmt |
| Program Services | $168,591,563 | ProgramServicesAmt |
| Management And General | $34,904,989 | ManagementAndGeneralAmt |
| Fundraising | $3,057,632 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,520,735 | TotalAmt |
| Program Services | $5,340,742 | ProgramServicesAmt |
| Management And General | $104,726 | ManagementAndGeneralAmt |
| Fundraising | $75,267 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,210,879 | TotalAmt |
| Program Services | $228,065,230 | ProgramServicesAmt |
| Management And General | $15,374,104 | ManagementAndGeneralAmt |
| Fundraising | $4,771,545 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,287,944 | TotalAmt |
| Program Services | $11,349,086 | ProgramServicesAmt |
| Management And General | $9,489,240 | ManagementAndGeneralAmt |
| Fundraising | $449,618 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,242,687 | TotalAmt |
| Program Services | $9,747,921 | ProgramServicesAmt |
| Management And General | $5,492,744 | ManagementAndGeneralAmt |
| Fundraising | $2,022 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,143,873 | TotalAmt |
| Program Services | $175,441,414 | ProgramServicesAmt |
| Management And General | $16,739,708 | ManagementAndGeneralAmt |
| Fundraising | $1,962,751 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,998,109 | TotalAmt |
| Program Services | $67,675,271 | ProgramServicesAmt |
| Management And General | $3,435,430 | ManagementAndGeneralAmt |
| Fundraising | $1,887,408 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,094 | TotalAmt |
| Management And General | $7,094 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,877,366 | TotalAmt |
| Program Services | $10,689,951 | ProgramServicesAmt |
| Management And General | $1,015,815 | ManagementAndGeneralAmt |
| Fundraising | $171,600 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,859,807 | TotalAmt |
| Program Services | $73,678,184 | ProgramServicesAmt |
| Management And General | $976,148 | ManagementAndGeneralAmt |
| Fundraising | $205,475 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,958,429 | TotalAmt |
| Program Services | $275,691,574 | ProgramServicesAmt |
| Management And General | $34,116,828 | ManagementAndGeneralAmt |
| Fundraising | $1,150,027 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,462,011 | TotalAmt |
| Program Services | $4,199,881 | ProgramServicesAmt |
| Management And General | $14,247,297 | ManagementAndGeneralAmt |
| Fundraising | $14,833 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,185,613 | TotalAmt |
| Program Services | $29,239,705 | ProgramServicesAmt |
| Management And General | $72,714,124 | ManagementAndGeneralAmt |
| Fundraising | $3,231,784 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,641,560,606 | TotalAmt |
| Program Services | $4,108,512,631 | ProgramServicesAmt |
| Management And General | $450,998,343 | ManagementAndGeneralAmt |
| Fundraising | $82,049,632 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,491 | BOYAmt |
| EOY | $197,773 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,275,739 | BOYAmt |
| EOY | $630,016,595 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,811,377 | BOYAmt |
| EOY | $711,795,169 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,131,767 | BOYAmt |
| EOY | $540,899,348 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,560,843 | BOYAmt |
| EOY | $10,146,687 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,206,208 | BOYAmt |
| EOY | $578,481,451 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,051,425 | BOYAmt |
| EOY | $5,613,335 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,171,680 | BOYAmt |
| EOY | $62,255,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,154,354,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,595,441,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,207,926,735 | BOYAmt |
| EOY | $4,558,913,034 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,545,012,603 | BOYAmt |
| EOY | $7,118,193,718 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,323,631,791 | BOYAmt |
| EOY | $21,010,960,688 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,539,947,659 | BOYAmt |
| EOY | $35,227,473,556 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,602,081,261 | BOYAmt |
| EOY | $1,443,948,910 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,067,049 | BOYAmt |
| EOY | $616,574,642 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,079,607 | BOYAmt |
| EOY | $1,501,429,376 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,353,400 | BOYAmt |
| EOY | $1,763,206,815 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,261,114 | BOYAmt |
| EOY | $681,172,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,816,842,431 | BOYAmt |
| EOY | $6,006,332,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,485,416,232 | BOYAmt |
| EOY | $15,467,693,876 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,612,755,241 | BOYAmt |
| EOY | $7,844,163,298 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,624,933,755 | BOYAmt |
| EOY | $5,909,284,054 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,723,105,228 | BOYAmt |
| EOY | $29,221,141,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,539,947,659 | BOYAmt |
| EOY | $35,227,473,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,075,462,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,389,402,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $33,170,777 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,448,832,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,573,066,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,964,094,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,719,795,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,821,722,630 | CurrentTaxYearAmt |
| Total | $8,527,511,469 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,448,832,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,573,066,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,964,094,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,719,795,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,821,722,630 | CurrentTaxYearAmt |
| Total | $8,527,511,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $79,449,771 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,448,061,698 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,252,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,682,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $423,308,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,521,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $450,602,864 | CurrentTaxYearAmt |
| Total | $1,822,367,388 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,149,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,097,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,217,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,341,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,041,646 | CurrentTaxYearAmt |
| Total | $26,846,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,376,725,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,513,585,207 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81414 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $2,807 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $140,127 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $21,671 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $472,831 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $76,465 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $11,355 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $725,256 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B - LOBBYING ACTIVITY EXPLANATION | FormAndLineReferenceDesc |
| Explanation | AN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES INVOLVED LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION OR OF COMPELLING IMPORTANCE TO STANFORD IN PARTICULAR. INSTITUTIONAL EFFORTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 46 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 32 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $45,244,166 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $10,300,091 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $29,878,102 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $24,631,349 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $345,480,292 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $88,539,700 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,688,868,000 | BeginningYearBalanceAmt |
| Contributions | $659,618,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,082,735,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,843,748 | GrantsOrScholarshipsAmt |
| Other Expenditures | $762,371,252 | OtherExpendituresAmt |
| End Year Balance | $21,446,006,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,035,804,000 | BeginningYearBalanceAmt |
| Contributions | $588,438,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,985,298,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $208,922,228 | GrantsOrScholarshipsAmt |
| Other Expenditures | $711,749,772 | OtherExpendituresAmt |
| End Year Balance | $18,688,868,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,502,606,000 | BeginningYearBalanceAmt |
| Contributions | $403,858,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,000,446,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,918,322 | GrantsOrScholarshipsAmt |
| Other Expenditures | $674,187,678 | OtherExpendituresAmt |
| End Year Balance | $17,035,804,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,851,115,000 | BeginningYearBalanceAmt |
| Contributions | $673,440,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,763,132,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $182,421,410 | GrantsOrScholarshipsAmt |
| Other Expenditures | $602,659,590 | OtherExpendituresAmt |
| End Year Balance | $16,502,606,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,619,094,000 | BeginningYearBalanceAmt |
| Contributions | $517,078,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,569,588,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,694,898 | GrantsOrScholarshipsAmt |
| Other Expenditures | $650,950,102 | OtherExpendituresAmt |
| End Year Balance | $13,851,115,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43857 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30656 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25487 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,528,738 | OtherCostOrOtherBasisAmt |
| Book Value | $98,528,738 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,553,939,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,135,182,255 | DepreciationAmt |
| Book Value | $3,418,756,951 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,531,679,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,246,883,790 | DepreciationAmt |
| Book Value | $284,795,343 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $970,207,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,375,482 | DepreciationAmt |
| Book Value | $756,832,002 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,558,913,034 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $1,693,241,436 | F |
| COLLATERAL FOR SECURITIES LOAN | $163,448,846 | F |
| DERIVATIVES | $14,921,763 | F |
| FIXED INCOME | $1,436,007,902 | F |
| REAL ESTATE | $5,926,194,429 | F |
| NATURAL RESOURCES | $2,010,161,094 | F |
| PRIVATE EQUITIES | $6,057,504,362 | F |
| ABSOLUTE RETURNS | $5,304,604,584 | F |
| ASSETS HELD BY OTHER TRUSTEES | $185,101,786 | F |
| OTHER INVESTMENTS | $217,638,271 | F |
| ASSETS LIMITED TO USE-TRUSTEES | $300,566,393 | F |
| HOSPITAL FUNDS IN MERGED POOL | -$2,298,430,178 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,010,960,688 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES - SECURITY AGREEMENTS | $191,010,895 |
| US GOVERNMENT REFUNDABLE LOAN FUNDS | $53,998,864 |
| INC.BENEFICIARY SHARE-SPLIT INT. | $436,162,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $681,172,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,789,876,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,389,402,583 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$221,706,832 | OtherRevenueAmt |
| Revenue Not Reported | $2,167,695,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,622,180,249 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $97,317,833 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,474,836 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $94,842,997 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,717,023,246 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,291,840,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,474,836 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,474,836 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,289,365,164 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $97,317,833 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $254,877,609 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $352,195,442 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,641,560,606 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART I, COLUMN (B) | COLUMN (B) REPRESENTS FUNDS CREATED TO MAKE GRANTS ONLY WITHIN THE UNIVERSITY. SCHEDULE D, PART I, LINE 2 INCLUDED IN AGGREGATE CONTRIBUTIONS TO FUNDS ARE NEW GIFTS AS WELL AS TRANSFERS FROM OTHER ACCOUNTS WITHIN THE UNIVERSITY. SCHEDULE D, PART III, LINE 1A WORKS OF ART 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 4 | THE CANTOR ARTS CENTER AT STANFORD UNIVERSITY IS A MUSEUM COMMITTED TO INTELLECTUAL EXPLORATION AND THE PURSUIT OF KNOWLEDGE, FOSTERING A SENSE OF DISCOVERY THROUGH DIRECT EXPERIENCES WITH WORKS OF ART. THE CENTER COLLECTS, PRESERVES, AND STUDIES ART FROM ALL CULTURES AND PERIODS, SERVING THE UNIVERSITY AND THE PUBLIC THROUGH EXHIBITIONS AND PROGRAMS THAT INSPIRE THE UNDERSTANDING AND ENJOYMENT OF ART. 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 4 | INTENDED USES OF THE ENDOWMENT FUNDS IN 1885, LELAND AND JANE LATHROP STANFORD SAID OF THEIR FOUNDING GRANT "IT SHALL CONSTITUTE THE FOUNDATION AND ENDOWMENT FOR THE UNIVERSITY HEREIN PROVIDED, AND UPON THE TRUST THAT THE PRINCIPAL THEREOF SHALL FOREVER REMAIN INTACT, AND THAT THE RENTS, ISSUES, AND PROFITS THEREOF SHALL BE DEVOTED TO THE FOUNDATION AND MAINTENANCE OF THE UNIVERSITY HEREBY FOUNDED AND ENDOWED, AND THE USES AND PURPOSES HEREIN MENTIONED." TODAY, STANFORD'S ENDOWMENT CONSISTS OF THOUSANDS OF INDIVIDUAL FUNDS, MANY OF WHICH ARE RESTRICTED TO PARTICULAR USES (E.G., SCHOLARSHIP FUNDS FOR UNDERGRADUATES, FELLOWSHIP FUNDS TO SUPPORT GRADUATE STUDENTS, RESEARCH FUNDS DIRECTED TO MANY DIFFERENT AREAS, PROGRAM SUPPORT FUNDS, FUNDS TO SUPPORT PROFESSORS, FUNDS TO SUPPORT LECTURES, FUNDS TO PROVIDE BUILDING AND GROUND MAINTENANCE, FUNDS TO SUPPORT THE UNIVERSITY'S MUSEUM, FUNDS TO SUPPORT THE ACQUISITION OF LIBRARY MATERIALS). THE FUNDS ARE INVESTED IN PERPETUITY FOR LONG TERM GROWTH AND THE PAYOUT 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 2 | ASC 740 LIABILITY - IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | FINANCIAL 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 4B | EXPENSES 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 2D | EXPENSES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | STANFORD MEETS THE CRITERIA OF SECTION 4.03.2(B) OF REV. PROC. 75-50 THROUGH ADMISSION AND FINANCIAL AID OFFICES OUTREACH PROGRAMS WHICH PUBLICIZE STANFORD UNIVERSITY'S ACADEMIC OPPORTUNITIES AT SECONDARY AND POST-SECONDARY SCHOOLS THROUGHOUT THE UNITED STATES. |
| SCHEDULE E, LINE 6A | STANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS, AND CONSTRUCTION AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (169 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 2 | 34 | Program Services | STUDY ABROAD | $4,142,837 |
| Europe (Including Iceland and Greenland) | 6 | 206 | Program Services | STUDY ABROAD | $7,781,613 |
| Russia and the newly independent States | 1 | Program Services | STUDY ABROAD | $86,952 | |
| South America | 1 | 20 | Program Services | STUDY ABROAD | $1,564,383 |
| Sub-Saharan Africa | 1 | 16 | Program Services | STUDY ABROAD | $879,161 |
| East Asia and the Pacific | 1 | 10 | Program Services | INTERDISCIPLINARY CENT | $1,128,703 |
| Central America and the Caribbean | Program Services | EDUCATION | $21,562 | ||
| East Asia and the Pacific | 3 | Program Services | EDUCATION | $529,925 | |
| Europe (Including Iceland and Greenland) | 1 | Program Services | EDUCATION | $959,832 | |
| Middle East and North Africa | 1 | Program Services | EDUCATION | $205,992 | |
| North America | Program Services | EDUCATION | $796,675 | ||
| Russia and the newly independent States | 1 | Program Services | EDUCATION | $96,167 | |
| South America | Program Services | EDUCATION | $490,228 | ||
| South Asia | Program Services | EDUCATION | $867,117 | ||
| Sub-Saharan Africa | 1 | 8 | Program Services | EDUCATION | $2,810,673 |
| Central America and the Caribbean | Program Services | EDUCATION: TRAVEL STU | $824,675 | ||
| East Asia and the Pacific | Program Services | EDUCATION: TRAVEL STU | $1,845,193 | ||
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION: TRAVEL STU | $4,170,553 | ||
| Middle East and North Africa | Program Services | EDUCATION: TRAVEL STU | $467,249 | ||
| North America | Program Services | EDUCATION: TRAVEL STU | $138,909 | ||
| Russia and the newly independent States | Program Services | EDUCATION: TRAVEL STU | $1,097,751 | ||
| South America | Program Services | EDUCATION: TRAVEL STU | $1,204,632 | ||
| South Asia | Program Services | EDUCATION: TRAVEL STU | $735,058 | ||
| Sub-Saharan Africa | Program Services | EDUCATION: TRAVEL STU | $473,970 | ||
| Central America and the Caribbean | 1 | Program Services | RESEARCH | $76,671 | |
| East Asia and the Pacific | 13 | Program Services | RESEARCH | $2,237,140 | |
| Europe (Including Iceland and Greenland) | 25 | Program Services | RESEARCH | $2,983,370 | |
| Middle East and North Africa | 4 | Program Services | RESEARCH | $103,360 | |
| North America | 7 | Program Services | RESEARCH | $377,753 | |
| Russia and the newly independent States | Program Services | RESEARCH | $90,582 | ||
| South America | 1 | Program Services | RESEARCH | $264,411 | |
| South Asia | 4 | Program Services | RESEARCH | $846,833 | |
| Sub-Saharan Africa | 10 | Program Services | RESEARCH | $997,819 | |
| East Asia and the Pacific | Program Services | RESEARCH SUB-AWARD CON | $293,481 | ||
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH SUB-AWARD CON | $1,441,213 | ||
| Middle East and North Africa | Program Services | RESEARCH SUB-AWARD CON | $56,424 | ||
| North America | Program Services | RESEARCH SUB-AWARD CON | $147,075 | ||
| Sub-Saharan Africa | Program Services | RESEARCH SUB-AWARD CON | $239,357 | ||
| Central America and the Caribbean | Program Services | CONFERENCES | $1,837 | ||
| East Asia and the Pacific | Program Services | CONFERENCES | $100,485 | ||
| Europe (Including Iceland and Greenland) | 2 | Program Services | CONFERENCES | $106,480 | |
| Middle East and North Africa | Program Services | CONFERENCES | $6,160 | ||
| North America | Program Services | CONFERENCES | $18,462 | ||
| South America | Program Services | CONFERENCES | $3,952 | ||
| Sub-Saharan Africa | Program Services | CONFERENCES | $12,106 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: ATHLE | $1,365 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: ATHLE | $5,587 | ||
| North America | Program Services | FOREIGN TRAVEL: ATHLE | $16,580 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: ATHLE | $1,374 | ||
| South Asia | Program Services | FOREIGN TRAVEL: ATHLE | $55,227 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: ACADE | $56,071 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: ACADE | $228,104 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: ACADE | $62,379 | ||
| North America | Program Services | FOREIGN TRAVEL: ACADE | $86,278 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: ACADE | $6,580 | ||
| South America | Program Services | FOREIGN TRAVEL: ACADE | $15,488 | ||
| South Asia | Program Services | FOREIGN TRAVEL: ACADE | $44,908 | ||
| Sub-Saharan Africa | Program Services | FOREIGN TRAVEL: ACADE | $13,849 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: ADMIN | $60,372 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: ADMIN | $352,631 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: ADMIN | $31,359 | ||
| North America | Program Services | FOREIGN TRAVEL: ADMIN | $793,631 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: ADMIN | $7,765 | ||
| South America | Program Services | FOREIGN TRAVEL: ADMIN | $3,962 | ||
| South Asia | Program Services | FOREIGN TRAVEL: ADMIN | $67,485 | ||
| Sub-Saharan Africa | Program Services | FOREIGN TRAVEL: ADMIN | $40,063 | ||
| Central America and the Caribbean | Program Services | FOREIGN TRAVEL: CLINI | $7,006 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: CLINI | $371 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: CLINI | $79,452 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: CLINI | $6,028 | ||
| North America | Program Services | FOREIGN TRAVEL: CLINI | $64,117 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: CLINI | $3,005 | ||
| South America | Program Services | FOREIGN TRAVEL: CLINI | $40,075 | ||
| South Asia | Program Services | FOREIGN TRAVEL: CLINI | $12,027 | ||
| Central America and the Caribbean | Program Services | FOREIGN TRAVEL: EDUCA | $46,907 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: EDUCA | $1,437,696 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: EDUCA | $4,075,619 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: EDUCA | $252,645 | ||
| North America | Program Services | FOREIGN TRAVEL: EDUCA | $640,817 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: EDUCA | $47,026 | ||
| South America | Program Services | FOREIGN TRAVEL: EDUCA | $371,276 | ||
| South Asia | Program Services | FOREIGN TRAVEL: EDUCA | $186,971 | ||
| Sub-Saharan Africa | Program Services | FOREIGN TRAVEL: EDUCA | $61,666 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: EXTER | $94,505 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: EXTER | $94,425 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: EXTER | $1,966 | ||
| North America | Program Services | FOREIGN TRAVEL: EXTER | $54,151 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: EXTER | $323 | ||
| South America | Program Services | FOREIGN TRAVEL: EXTER | $2,898 | ||
| South Asia | Program Services | FOREIGN TRAVEL: EXTER | $87,226 | ||
| Sub-Saharan Africa | Program Services | FOREIGN TRAVEL: EXTER | $11,243 | ||
| East Asia and the Pacific | Program Services | FOREIGN TRAVEL: LIBRA | $324,692 | ||
| Europe (Including Iceland and Greenland) | Program Services | FOREIGN TRAVEL: LIBRA | $969,689 | ||
| Middle East and North Africa | Program Services | FOREIGN TRAVEL: LIBRA | $29,848 | ||
| North America | Program Services | FOREIGN TRAVEL: LIBRA | $160,561 | ||
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: LIBRA | $12,210 | ||
| South America | Program Services | FOREIGN TRAVEL: LIBRA | $655 | ||
| South Asia | Program Services | FOREIGN TRAVEL: LIBRA | $1,217,407 | ||
| Central America and the Caribbean | 1 | Program Services | FOREIGN TRAVEL: RESEA | $4,412 | |
| East Asia and the Pacific | 11 | Program Services | FOREIGN TRAVEL: RESEA | $736,636 | |
| Europe (Including Iceland and Greenland) | 46 | Program Services | FOREIGN TRAVEL: RESEA | $2,554,338 | |
| Middle East and North Africa | 4 | Program Services | FOREIGN TRAVEL: RESEA | $188,009 | |
| North America | 24 | Program Services | FOREIGN TRAVEL: RESEA | $345,826 | |
| Russia and the newly independent States | Program Services | FOREIGN TRAVEL: RESEA | $64,904 | ||
| South America | 3 | Program Services | FOREIGN TRAVEL: RESEA | $63,802 | |
| South Asia | 3 | Program Services | FOREIGN TRAVEL: RESEA | $127,739 | |
| Sub-Saharan Africa | 1 | Program Services | FOREIGN TRAVEL: RESEA | $51,771 | |
| East Asia and the Pacific | Grantmaking | $258,066 | |||
| East Asia and the Pacific | Grantmaking | $62,254 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $138,258 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $14,700 | |||
| North America | Grantmaking | $7,200 | |||
| South America | Grantmaking | $6,600 | |||
| Sub-Saharan Africa | Grantmaking | $4,200 | |||
| Central America and the Caribbean | Grantmaking | $1,500 | |||
| East Asia and the Pacific | Grantmaking | $39,750 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $129,600 | |||
| North America | Grantmaking | $2,969 | |||
| Russia and the newly independent States | Grantmaking | $15,000 | |||
| South America | Grantmaking | $9,000 | |||
| South Asia | Grantmaking | $28,470 | |||
| Sub-Saharan Africa | Grantmaking | $31,600 | |||
| Central America and the Caribbean | Grantmaking | $12,600 | |||
| East Asia and the Pacific | Grantmaking | $28,100 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $30,000 | |||
| Middle East and North Africa | Grantmaking | $6,000 | |||
| North America | Grantmaking | $5,750 | |||
| South America | Grantmaking | $31,950 | |||
| South Asia | Grantmaking | $12,500 | |||
| Sub-Saharan Africa | Grantmaking | $81,313 | |||
| East Asia and the Pacific | Grantmaking | $35,000 | |||
| South Asia | Grantmaking | $17,500 | |||
| Sub-Saharan Africa | Grantmaking | $17,500 | |||
| Central America and the Caribbean | Grantmaking | $27,585 | |||
| East Asia and the Pacific | Grantmaking | $17,900 | |||
| Central America and the Caribbean | Grantmaking | $16,622 | |||
| East Asia and the Pacific | Grantmaking | $268,477 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $261,209 | |||
| Middle East and North Africa | Grantmaking | $23,130 | |||
| North America | Grantmaking | $81,176 | |||
| Russia and the newly independent States | Grantmaking | $50,543 | |||
| South America | Grantmaking | $35,050 | |||
| South Asia | Grantmaking | $65,804 | |||
| Sub-Saharan Africa | Grantmaking | $114,723 | |||
| East Asia and the Pacific | Grantmaking | $1,556,100 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $4,019,195 | |||
| Middle East and North Africa | Grantmaking | $462,802 | |||
| North America | Grantmaking | $1,392,805 | |||
| South America | Grantmaking | $24,903 | |||
| South Asia | Grantmaking | $712,718 | |||
| Sub-Saharan Africa | Grantmaking | $355,332 | |||
| Central America and the Caribbean | Investments | $8,995,017,433 | |||
| East Asia and the Pacific | Investments | $1,041,500,936 | |||
| Europe (Including Iceland and Greenland) | Investments | $1,402,428,239 | |||
| Middle East and North Africa | Investments | $23,989,971 | |||
| North America | Investments | $385,949,896 | |||
| Russia and the Newly Independent States | Investments | $40,473,126 | |||
| South America | Investments | $72,859,567 | |||
| South Asia | Investments | $72,120,665 | |||
| Sub-Saharan Africa | Investments | $283,885,353 | |||
| East Asia and the Pacific | Fundraising | $203,115 | |||
| Europe (Including Iceland and Greenland) | 1 | Fundraising | $268,086 | ||
| North America | Fundraising | $40,310 | |||
| Russia and the newly independent States | Fundraising | $620 | |||
| South America | Fundraising | $234 | |||
| South Asia | Fundraising | $8,917 | |||
| Central America and the Caribbean | Investments | $3,376,197 | |||
| North America | Investments | $2,824,531 | |||
| Sub-Saharan Africa | Investments | $1,353,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 12 | SubtotalOfficesCnt |
| Subtotal Employees | 301 | SubtotalEmployeesCnt |
| Continutation Total Employee | 161 | ContinutationTotalEmployeeCnt |
| Total Office | 12 | TotalOfficeCnt |
| Total Employee | 462 | TotalEmployeeCnt |
| Subtotal Spent | $25,031,688 | SubtotalSpentAmt |
| Continuation Spent | $12,371,990,287 | ContinuationSpentAmt |
| Total Spent | $12,397,021,975 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (50 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| East Asia and the Pacific | RESEARCH SUB | $737,883 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $10,005 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $7,190 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $85,462 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $102,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $46,492 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $68,497 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $15,000 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $347,532 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $22,299 | CHECK/WIRE |
| East Asia and the Pacific | RESEARCH SUB | $113,740 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $55,920 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $308,815 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $34,352 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $23,152 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $294,411 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $103,958 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $292,477 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $2,202,227 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $45,468 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $131,840 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $43,156 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $103,764 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $230,902 | CHECK/WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUB | $148,750 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $21,500 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $24,526 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $66,465 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $21,583 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $111,371 | CHECK/WIRE |
| Middle East and North Africa | RESEARCH SUB | $217,357 | CHECK/WIRE |
| North America | RESEARCH SUB | $104,428 | CHECK/WIRE |
| North America | RESEARCH SUB | $7,765 | CHECK/WIRE |
| North America | RESEARCH SUB | $276,304 | CHECK/WIRE |
| North America | RESEARCH SUB | $188,260 | CHECK/WIRE |
| North America | RESEARCH SUB | $127,001 | CHECK/WIRE |
| North America | RESEARCH SUB | $254,319 | CHECK/WIRE |
| North America | RESEARCH SUB | $207,732 | CHECK/WIRE |
| North America | RESEARCH SUB | $226,995 | CHECK/WIRE |
| South America | RESEARCH SUB | $24,903 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $629,152 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $7,500 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $70,266 | CHECK/WIRE |
| South Asia | RESEARCH SUB | $5,800 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $217,280 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $34,749 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $33,723 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $46,630 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH SUB | $22,950 | CHECK/WIRE |
| Sub-Saharan Africa | RESEARCH GRANT | $29,597 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (37 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STIPEND | Europe (Including Iceland and Greenland) | 79 | $138,258 | CHECK/EFT |
| STUDENT FEE SCHOLARSHIP | Europe (Including Iceland and Greenland) | 34 | $14,700 | CHECK/EFT |
| STUDENT FEE SCHOLARSHIP | North America | 10 | $7,200 | CHECK/EFT |
| STUDENT FEE SCHOLARSHIP | South America | 17 | $6,600 | CHECK/EFT |
| STUDENT FEE SCHOLARSHIP | Sub-Saharan Africa | 9 | $4,200 | CHECK/EFT |
| STUDENT AID | East Asia and the Pacific | 27 | $258,066 | EFT |
| FELLOWSHIP | East Asia and the Pacific | 8 | $62,254 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | Central America and the Caribbean | 1 | $1,500 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | East Asia and the Pacific | 9 | $39,750 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | Europe (Including Iceland and Greenland) | 25 | $129,600 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | North America | 2 | $2,970 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | Russia and the Newly Independent States | 4 | $15,000 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | South America | 6 | $9,000 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | South Asia | 6 | $28,470 | EFT |
| RESEARCH GRANTS - UNDERGRADUATE | Sub-Saharan Africa | 8 | $31,600 | EFT |
| SERVICE LEARNING FELLOWSHIPS | Central America and the Caribbean | 2 | $12,600 | EFT |
| SERVICE LEARNING FELLOWSHIPS | East Asia and the Pacific | 4 | $28,100 | EFT |
| SERVICE LEARNING FELLOWSHIPS | Europe (Including Iceland and Greenland) | 5 | $30,000 | EFT |
| SERVICE LEARNING FELLOWSHIPS | Middle East and North Africa | 1 | $6,000 | EFT |
| SERVICE LEARNING FELLOWSHIPS | North America | 1 | $5,750 | EFT |
| SERVICE LEARNING FELLOWSHIPS | South America | 5 | $31,950 | EFT |
| SERVICE LEARNING FELLOWSHIPS | South Asia | 2 | $12,500 | EFT |
| SERVICE LEARNING FELLOWSHIPS | Sub-Saharan Africa | 13 | $81,313 | EFT |
| INTERNATIONAL SERVICE FELLOWSHIP | East Asia and the Pacific | 2 | $35,000 | EFT |
| INTERNATIONAL SERVICE FELLOWSHIP | South Asia | 1 | $17,500 | EFT |
| INTERNATIONAL SERVICE FELLOWSHIP | Sub-Saharan Africa | 1 | $17,500 | EFT |
| IMPACT ABROAD TRAVEL STIPEND | Central America and the Caribbean | 13 | $27,585 | EFT |
| IMPACT ABROAD TRAVEL STIPEND | East Asia and the Pacific | 7 | $17,900 | EFT |
| RESEARCH GRANTS/FELLOWSHIPS | Central America and the Caribbean | 5 | $16,622 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | East Asia and the Pacific | 82 | $264,613 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | Europe (Including Iceland and Greenland) | 102 | $260,209 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | Middle East and North Africa | 9 | $23,130 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | North America | 42 | $81,176 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | Russia and the Newly Independent States | 24 | $50,543 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | South America | 11 | $30,050 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | South Asia | 22 | $65,804 | CHECK/EFT |
| RESEARCH GRANTS/FELLOWSHIPS | Sub-Saharan Africa | 31 | $85,126 | CHECK/EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I: GENERAL INFORMATION ON ACTIVITIES OUTSIDE OF THE US | PART 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 CONDUCTED | AT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALOCODY | ||||||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | STDNT PHONE APPEAL | false | $1,206,885 | $593,700 | $613,185 |
| THE STELTER COMPANY | ||||||||
| 10435 NEW YORK AVENUE | DES MOINES | IA | 50322 | BROCHURES | false | $38,584 | ||
| MRS JAYNE SHERRY MORDELL | ||||||||
| 40 PALMER LANE | PORTOLA VALLEY | CA | 94028 | EVENT MANAGEMENT | false | $986,453 | $35,750 | $950,703 |
| GRIZZARD | ||||||||
| 229 PEACHTREE STREET NE SUITE 1400 | ATLANTA | CA | 30303 | SOLICITATN& DEVELOPMENT | false | $37,400 | $27,872 | $9,528 |
| JOSH BIRKHOLZ | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | PROGRAM & TRAINING | false | $47,930 | ||
| TANGIBLE STRATEGIES | ||||||||
| 6818 CUTTING BLVD | EL CERRITO | CA | 94530 | MAIL CAMPAIGN | false | $300,000 | $20,000 | $280,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,530,738 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $763,836 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,853,416 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | UNDER ONE LUNCH | NameOfEvent1Amt |
| Gross Receipts Event1 | $999,853 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $962,358 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,495 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,635 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,597 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $117,535 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | RODIN MOONLIGHT | NameOfEvent2Amt |
| Gross Receipts Event2 | $161,065 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $147,044 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,021 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $50,786 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $177,998 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $241,141 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $154,935 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $86,206 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,108 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $223,980 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,402,059 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,264,337 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,722 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,743 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $100,383 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $519,513 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $628,639 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$490,917 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I | FormAndLineReferenceDesc |
| Explanation | LINE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | |||||||
| 9400 WEST HIGGINS ROAD | ROSEMONT | IL | 60018 | 362110592 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 630598743 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| AMERICAN RED CROSS | |||||||
| P O BOX 4002018 | DES MOINES | IA | 50340 | 530196605 | 501(C)(3) | $7,000 | GENERAL SUPPORT |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SF | CA | 94104 | 943058041 | 501(C)(3) | $8,500 | GENERAL SUPPORT |
| CAL POLY ENGINEERING | |||||||
| C/O CA POLYTECHNIC ST UNIV | SAN LOUIS OBISPO | CA | 934070444 | 204927897 | 501(C)(3) | $10,000 | SUPPORT EDUCATION |
| DENISON UNIVERSITY | |||||||
| PO BOX 716 | GRANVILLE | OH | 430230716 | 314379459 | 501(C)(3) | $10,000 | SCHOLARSHIP |
| JOHNS HOPKINS CHILDREN'S CENTER | |||||||
| 750 E PRATT | BALTIMORE | MD | 21202 | 520595110 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| UNHCR-THE UN REFUGEE AGENCY | |||||||
| P O BOX 97114 | WASHINGTON | DC | 20077 | 521662800 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| AMERICAN UNITED FOR SEPARATION OF CHURCH&STATE | |||||||
| 1301 K STREET NW | WASHINGTON | DC | 20005 | 530184647 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| CHABAD AT STANFORD | |||||||
| 1289 COLLEGE AVENUE | PALO ALTO | CA | 94306 | 731655874 | 501(C)(3) | $10,000 | RELIGIOUS |
| HEAD ROYCE SCHOOL | |||||||
| 4315 LINCOLN AVE | OAKLAND | CA | 94602 | 941518656 | 501(C)(3) | $10,000 | SUPPORT EDUCATION |
| SECOND HARVEST FOOD BANK | |||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | 942614101 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| 1990 INSTITUTE | |||||||
| P O BOX 383 | SAN FRANCISCO | CA | 941040383 | 943112912 | 501(C)(3) | $10,000 | SUPPORT EDUCATION |
| COMMUNITY LEGAL SERVICES OF EAST PALO ALTO | |||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | 223866910 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| THE NATIONAL ACADEMY OF ENGINEERING | |||||||
| 500 FIFTH STREET | WASHINGTON | DC | 20001 | 237284092 | 501(C)(3) | $20,000 | SUPPORT EDUCATION |
| YMCA SILICON VALLEY | |||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | 941156318 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| THE KEYS SCHOOL | |||||||
| 2890 MIDDLEFIELD RD | PALO ALTO | CA | 94306 | 942240127 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| SANTA BARBARA CENTER FOR THE PEFORMING ARTS | |||||||
| 1330 STATE STREET | SANTA BARBARA | CA | 93101 | 953847102 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| ALAMEDA SCHOOL | |||||||
| 2732 N E FREMONT ST | PORTLAND | OR | 97212 | 936000830 | 501(C)(3) | $21,363 | GENERAL SUPPORT |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA ST | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $25,000 | SUPPORT EDUCATION |
| LUMMI ISLAND HERITAGE TRUST | |||||||
| PO BOX 158 | LUMMI ISLAND | WA | 98262 | 911785342 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| OAKLAND CHILDREN'S FAIRYLAND | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | 943209054 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| MOSAIC PROJECT | |||||||
| 580 GRAND AVENUE | OAKLAND | CA | 946103567 | 943367263 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | 141338580 | 501(C)(3) | $30,000 | SUPPORT PROGRAM |
| GRINNELL COLLEGE | |||||||
| 733 BROAD ST | GRINNELL | IA | 501122227 | 420680387 | 501(C)(3) | $62,500 | GENERAL SUPPORT |
| TAOS SPORTS ASSOCIATES INC | |||||||
| P O BOX 3011 | TAOS | NM | 87571 | 850241076 | 501(C)(3) | $80,000 | PROGRAM DEVELOPMENT |
| FIELD INSTITUTE OF TAOS | |||||||
| P O BOX 486 | ARROYO SECO | NM | 87514 | 850442587 | 501(C)(3) | $85,000 | PROGRAM DEVELOPMENT |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440W EL CAMINO | MONTAIN VIEW | CA | 94040 | 205205488 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| UC SANTA BARBARA-INSTITUTE FOR ENERGY EFFICIENCY | |||||||
| UC FOUNDATION | SANTA BARBARA | CA | 931061130 | 237314834 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESER PARKWAY | OAKLAND | CA | 946121201 | 943136771 | 501(C)(3) | $157,000 | FELLOWSHIPS |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | 135660870 | 501(C)(3) | $400,000 | GENERAL SUPPORT |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 202121739 | 501(C)(3) | $925,000 | OPERATION SUPPORT |
| STANFORD SCHOOLS CORPORATION | |||||||
| 475 POPE ST | MENLO PARK | CA | 94025 | 202699147 | 501(C)(3) | $1,303,207 | GENERAL SUPPORT |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | 941156300 | 501(C)(3) | $1,000,000 | CAPITAL CAMPAIGN |
| SCHWAB CHARITABLE FUND | |||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 311640316 | 501(C)(3) | $1,260,000 | GENERAL SUPPORT |
| STANFORD HEALTH CARE | |||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | 946174066 | 501(C)(3) | $1,305,000 | GENERAL SUPPORT |
| THE SEQUOIA HOSPITAL FOUNDATION | |||||||
| 170 ALMDA DELASPULGAS | REDWOOD CITY | CA | 94062 | 942909990 | 501(C)(3) | $1,875,000 | GENERAL SUPPORT |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | $11,000,000 | HOSPITAL EXPANSION |
| STANFORD HABITAT CONSERVATION BOARD | |||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 461882243 | 501(C)(3) | $15,000 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID TO STUDENTS | GrantTypeTxt |
| Recipient | 13526 | RecipientCnt |
| Cash Grant | $382,738,678 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-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 FACULTY | TOTAL COMPENSATION FOR FACULTY IN THE SCHOOL OF MEDICINE IS MADE UP OF THE FOLLOWING INTEGRAL COMPONENTS: SALARY AND BENEFITS, ADMINISTRATIVE SUPPLEMENTS, AND BONUSES AWARDED UNDER DEPARTMENTAL PLANS. BASE SALARY IS BASED ON ACADEMIC RANK (E.G., PROFESSOR, ASSISTANT PROFESSOR). A VARIABLE COMPONENT OF SALARY IS DETERMINED BY THE CONTRIBUTION OF THE INDIVIDUAL TO THE DEPARTMENT/DIVISION AND THE CLINICAL SPECIALTY OF THE FACULTY MEMBER. OTHER SALARY SUPPLEMENTS ARE OCCASIONALLY USED TO PROVIDE FOR COMPENSATION GIVEN UP BY A FACULTY MEMBER WHEN ASSUMING A POSITION AT STANFORD. ADMINISTRATIVE SUPPLEMENTS ARE PAID TO FACULTY WHO TAKE ON DUTIES WHICH ARE OUTSIDE THEIR USUAL FACULTY RESPONSIBILITIES AND OUTSIDE NORMAL COMMITTEE WORK. INCENTIVE BONUSES ARE CONSIDERED A FUNDAMENTAL COMPONENT OF TOTAL COMPENSATION. THEY ARE PAID OUT BY THE DEPARTMENTS BASED ON THE DEPARTMENTS' INCENTIVE BONUS PLAN MEASURING THE FACULTY'S EFFORTS IN ADMINISTRATIVE LEADERSHIP, CLINICAL, RESEARCH, AND/OR TEACHING AREAS AS DEFINED BY THE PLAN. IN ADDITION, THE DEAN HAS A BONUS PLAN FOR CLINICAL CHAIRS BASED ON ACHIEVEMENT OF LEADERSHIP GOALS. SOME DEPARTMENTS HAVE "ON-CALL" AND "COVERAGE" BONUSES TO PROVIDE COMPENSATION FOR A FACULTY MEMBER'S PROVIDING OFF-HOURS COVERAGE. VARIABLE COMPENSATION OF INVESTMENT PROFESSIONALS A PORTION OF THE COMPENSATION PAID TO EACH LISTED INVESTMENT PROFESSIONAL IS BASED ON A COMBINATION OF THREE FACTORS: THREE YEAR ANNUALIZED PERFORMANCE VERSUS THE RELEVANT POLICY portfolio BENCHMARK RETURN FOR THAT PERIOD, THREE YEAR MERGED POOL ANNUALIZED PERFORMANCE VERSUS THE PERFORMANCE OF THE NINETEEN LARGEST COLLEGE AND UNIVERSITY ENDOWMENT INVESTMENT POOLS IN THE UNITED STATES, AND INDIVIDUAL PERFORMANCE. VARIABLE COMPENSATION OF ATHLETICS PROFESSIONALS LISTED ATHLETICS PROFESSIONALS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON THE ACADEMIC PERFORMANCE OF THE STUDENT-ATHLETES, ATHLETIC PERFORMANCE, ATTENDANCE AT ATHLETIC EVENTS, AND/OR LEADERSHIP, AS PROVIDED IN THE PROFESSIONALS' COMPENSATION AGREEMENTS. VARIABLE COMPENSATION OF OFFICERS AND OTHERS OFFICERS AND OTHERS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON PERFORMANCE. CURRENT YEAR BONUS AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). SUCH AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) IN THE YEAR OF DEFERRAL AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. |
| PART II, COLUMN (B) (iii) | OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES HOUSING ASSISTANCE AND OTHER MISCELLANEOUS COMPENSATION. THIS DOES NOT INCLUDE VARIOUS ITEMS OF "LISTED PROPERTY" (E.G., COMPUTERS AND PERIPHERALS) THAT STANFORD HAS PROVIDED TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE AND NOT AS COMPENSATION. Part II, Columns (C) AND (D) LISTED PERSONS ACCRUE FUTURE BENEFITS THAT ARE AVAILABLE TO ALL STANFORD EMPLOYEES, SUCH AS POST-RETIREMENT MEDICAL INSURANCE AND TUITION BENEFITS, AND LISTED PERSONS WHO ARE ALSO FACULTY ACCRUE FUTURE FACULTY BENEFITS SUCH AS SABBATICAL AND TENURE BUYOUT PROVISIONS. THESE BENEFITS ARE SUBJECT TO CERTAIN ELIGIBILITY REQUIREMENTS SUCH AS AGE, YEARS OF SERVICE, AND EMPLOYEE CLASSIFICATION. FOR SOME BENEFIT PLANS, THE UNIVERSITY RESERVES THE RIGHT TO CHANGE ELIGIBILITY REQUIREMENTS AND/OR THE NATURE AND EXTENT OF THE BENEFIT BEING PROMISED. THE VALUE OF THESE BENEFITS IS REPORTED FOR EACH LISTED PERSON IN THE YEAR, IF ANY, SUCH BENEFITS ARE RECEIVED. PART II, COLUMN (F) AMOUNTS APPEARING IN COLUMN (F) ARE DEFERRED COMPENSATION PAYMENTS REPORTED IN COLUMN (C) IN PRIOR YEARS AND THAT ARE REPORTED (A SECOND TIME) IN COLUMN (B)(III) IN THE CURRENT YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY CP | ||||||||
| A | 521705592 | 13018AAA8 | 2013-06-27 | $300,000,000 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S | ||||||||
| B | 521705592 | 130175P89 | 2004-06-24 | $181,196,530 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3 | ||||||||
| C | 521705592 | 130178JD9 | 2007-09-06 | $153,277,097 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 | ||||||||
| D | 521705592 | 130178TQ9 | 2009-08-04 | $59,147,724 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $300,218,010 | $0 | $1,851,659 | $0 | $0 | $0 | $0 | $49,142,752 | $218,010 | $0 | 2010 | Yes (true) | false | false | Yes (true) |
| B | $9,790,000 | $0 | $182,429,497 | $0 | $1,198,734 | $0 | $992,205 | $0 | $0 | $147,790,592 | $32,447,966 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $156,107,342 | $0 | $595,440 | $0 | $661,216 | $0 | $0 | $64,355,560 | $90,495,126 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $59,148,032 | $0 | $0 | $0 | $1,644 | $0 | $0 | $0 | $59,146,388 | $0 | 2003 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K | FormAndLineReferenceDesc |
| Explanation | TAX-EXEMPT BONDS FOR MORE THAN 30 YEARS, STANFORD AND THE MANY COMMUNITIES AND CONSTITUENCIES IT SERVES HAVE BENEFITED FROM TAX-EXEMPT BORROWING THROUGH THE CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY. THE UNIVERSITY USES GENEROUS DONOR GIFTS, UNIVERSITY RESERVES AND TAXABLE DEBT, IN ADDITION TO PROCEEDS FROM TAX EXEMPT BORROWING, TO FUND THE CONSTRUCTION OF ACADEMIC BUILDINGS, RESEARCH SUPPORT FACILITIES, RESIDENCES AND OTHER CAMPUS HOUSING, ROADS AND INFRASTRUCTURE. THESE FACILITIES HAVE, IN TURN, ENABLED THE UNIVERSITY TO ATTRACT OUTSTANDING FACULTY AND STUDENTS AND TO MORE EFFECTIVELY PERFORM INTERDISCIPLINARY RESEARCH DESIGNED TO ADDRESS FUNDAMENTAL WORLD PROBLEMS. THE NEW FACILITIES PROVIDE THE STANFORD COMMUNITY WITH THE MOST ADVANCED TECHNOLOGY AND ENVIRONMENT FOR TEACHING, LEARNING AND RESEARCH. THE FUNDING ALSO HAS PLAYED A KEY ROLE IN ENABLING STANFORD TO MEET SEISMIC AND OTHER FEDERAL AND STATE BUILDING REQUIREMENTS. THE FOLLOWING ARE EXAMPLES OF BUILDINGS FUNDED IN PART THROUGH TAX-EXEMPT DEBT: i. THE YANG YAMAZAKI ENVIRONMENTAL AND ENERGY BUILDING 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 THE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 | ||||||||
| A | 521705592 | 130178VU7 | 2010-05-06 | $251,631,228 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 | ||||||||
| B | 521705592 | 130178M86 | 2012-04-17 | $99,193,766 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3 | ||||||||
| C | 521705592 | 130178X76 | 2013-05-15 | $351,795,122 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES SERIES U-4 | ||||||||
| D | 521705592 | 130178X84 | 2013-05-15 | $52,773,978 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $251,878,327 | $0 | $1,309,386 | $0 | $1,631,228 | $0 | $0 | $112,490,614 | $136,447,099 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $99,194,474 | $0 | $0 | $0 | $572,646 | $0 | $0 | $0 | $98,621,828 | $0 | 2003 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $351,884,550 | $0 | $5,327,382 | $0 | $1,249,348 | $0 | $0 | $339,484,863 | $5,825,277 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $52,773,988 | $0 | $0 | $0 | $191,291 | $0 | $0 | $0 | $52,582,697 | $0 | 2003 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | 0 | ||||||||||||
| C | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES SERIES U-5 | ||||||||
| A | 521705592 | 1301783X2 | 2014-05-14 | $150,450,962 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 | ||||||||
| B | 521705592 | 1301783W4 | 2014-05-14 | $350,002,728 | SEE SCHEDULE O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $150,451,763 | $0 | $0 | $0 | $2,211 | $0 | $0 | $0 | $150,449,552 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $350,065,369 | $0 | $87,808 | $0 | $0 | $0 | $0 | $46,384,554 | $3,071,287 | $300,521,720 | 2014 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||||
| B | 0.00000 | false | Yes (true) | false | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY | FormAndLineReferenceDesc |
| Explanation | BOND ISSUE ARE: ISSUE: BIC% CEFA CP 0.0000% CEFA SERIES S 0.5476% CEFA SERIES T-1 0.4314% CEFA SERIES T-5 0.0028% CEFA SERIES U-1 0.6483% CEFA SERIES U-2 0.5773% CEFA SERIES U-3 0.3551% CEFA SERIES U-4 0.3625% CEFA SERIES U-5 0.0015% CEFA SERIES U-6 0.0000% 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 OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| PHILIP PIZZO | |||||||
| FORMER KEY EMPLOYEE | HOUSING | Yes (X) | $1,211,800 | $1,146,955 | false | Yes (true) | Yes (true) |
| PHILIP PIZZO | |||||||
| FORMER KEY EMPLOYEE | HOUSING | Yes (X) | $1,500,000 | $1,500,000 | false | Yes (true) | Yes (true) |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $25,000 | $25,000 | false | Yes (true) | Yes (true) |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $300,000 | $90,000 | false | Yes (true) | Yes (true) |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $300,000 | $250,000 | false | Yes (true) | Yes (true) |
| MARTIN SHELL | |||||||
| OFFICER | HOUSING | Yes (X) | $1,000,000 | $900,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $719,466 | $719,466 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $780,534 | $780,534 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $1,150,000 | $1,150,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| LLOYD MINOR | |||||||
| KEY EMPLOYEE | HOUSING | Yes (X) | $1,695,000 | $1,684,732 | false | Yes (true) | Yes (true) |
| DAVID SHAW | |||||||
| HIGHEST COMPENSATED | HOUSING | Yes (X) | $700,000 | $700,000 | false | Yes (true) | Yes (true) |
| THOMAS KRUMMEL | |||||||
| HIGHEST COMPENSATED | HOUSING | Yes (X) | $500,000 | $500,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $10,146,687 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (15 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| IBM Corporation | |||
| SEE PART V | $804,081 | PURCHASES OF GOODS & SERVICES | false |
| SEE PART V | $1,627,785 | PURCHASES OF GOODS & SERVICES | false |
| CISCO SYSTEMS INC | |||
| SEE PART V | $6,732,110 | PURCHASES OF GOODS & SERVICES | false |
| PACIFIC BIOSCIENCES INC | |||
| SEE PART V | $395,897 | PURCHASES OF GOODS & SERVICES | false |
| COSTCO WHOLESALE INC | |||
| SEE PART V | $382,278 | PURCHASES OF GOODS & SERVICES | false |
| THOMSON REUTERS CORPORATION | |||
| SEE PART V | $403,178 | PURCHASES OF GOODS & SERVICES | false |
| ALTAMONT CAPITAL PARTNERS | |||
| SEE PART V | $55,907,993 | INVESTMENTS | false |
| MORGAN STANLEY | |||
| SEE PART V | $227,671 | BROKERAGE SERVICES | false |
| OAK HILL CAPITAL PARTNERS | |||
| SEE PART V | $73,373,352 | INVESTMENTS | false |
| KLEINER PERKINS CAUFIELD AND BYERS | |||
| SEE PART V | $83,509,768 | INVESTMENTS | false |
| GENERAL ATLANTIC PARTNERS | |||
| SEE PART V | $136,100,065 | INVESTMENTS | false |
| PACIFIC INVESTMENT MANAGEMENT CO | |||
| SEE PART V | $40,410,981 | INVESTMENTS, INVEST MANAGEMENT | false |
| JEANNE MARIE DAVILA | |||
| SEE PART V | $181,546 | COMPENSATION | false |
| THOMAS BYERS | |||
| SEE PART V | $393,275 | COMPENSATION | false |
| BETH MCLELLAN | |||
| SEE PART V | $83,923 | COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II - LOANS TO AND/OR FROM INTERESTED PERSONS | AS 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 PERSONS | THESE 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 PERSONS | AS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 96 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,130 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2251 | ContributionCnt |
| Noncash Contributions Rpt F990 | $234,862,030 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,019,661 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,234,813 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $198,332 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $576,870 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 229 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HORSES | 6 | $0 | N/A |
| Yes (X) | MUSICAL INSTRUMENTS | 5 | $200,253 | FAIR MARKET VALUE |
| Yes (X) | COMPUTERS | 2 | $134,100 | FAIR MARKET VALUE |
| Yes (X) | OTHER EQUIPMENT | 10 | $734,193 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 53 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I | FormAndLineReferenceDesc |
| Explanation | IN COLUMN B, STANFORD IS REPORTING THE NUMBER OF 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, LINE K | FORM OF ORGANIZATION THE LELAND STANFORD JUNIOR UNIVERSITY WAS FOUNDED BY SENATOR AND MRS. LELAND STANFORD ON NOVEMBER 11, 1885, IN MEMORY OF THEIR ONLY CHILD, LELAND, JR. THE FOUNDING WAS ACCOMPLISHED BY A GRANT OF ENDOWMENT, KNOWN AS THE FOUNDING GRANT, WHICH CONVEYED IN TRUST TO A BOARD OF TRUSTEES CERTAIN PROPERTIES, DIRECTED THAT A UNIVERSITY BE ESTABLISHED AND OUTLINED THE OBJECTIVES AND GOVERNMENT OF THE UNIVERSITY. SUBSEQUENT LEGISLATION IN THE STATE OF CALIFORNIA GRANTED THE UNIVERSITY CORPORATE POWERS EFFECTIVE 1901. ACCORDINGLY, STANFORD HAS ELECTED TO BE TREATED AS A CORPORATION FOR THE PURPOSES OF THE ADMINISTRATION OF FEDERAL AND STATE INCOME TAX LAW. FORM 990, PART I, LINE 6 VOLUNTEERS THERE ARE THOUSANDS OF ALUMNI AND FRIENDS OF STANFORD UNIVERSITY WHO VOLUNTEERED THEIR SERVICES TO STANFORD OVER THE COURSE OF THE YEAR. EXAMPLES OF THE WIDE SPECTRUM OF VOLUNTEER SERVICES INCLUDE SERVING AS A MEMBER OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, SERVING ON A FUNDRAISING COMMITTEE, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 11,000 ALUMNI VOLUNTEERED DURING THE TAX YEAR. Form 990, Parts I and III, Line 1 Organization's Mission - CONTINUED FROM PART I, LINE 1 & PART III, LINE 1 STANFORD IS INTERNATIONALLY RECOGNIZED FOR THE QUALITY OF ITS TEACHING AND RESEARCH, ITS DISTINGUISHED FACULTY, AND ITS OUTSTANDING STUDENT BODY. IN THE YEARS SINCE ITS FOUNDING IN 1885, STANFORD HAS GROWN TO 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 4A | STATEMENT 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 4D | OTHER 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 12B | HOW 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 4B | STANFORD 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 2 | BUSINESS 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 & B | REVIEW OF THE FORM 990 THE FORM 990 IS PREPARED BY THE UNIVERSITY'S TAX DEPARTMENT IN CONSULTATION WITH THE OFFICE OF GENERAL COUNSEL, PAYROLL AND OTHER UNIVERSITY DEPARTMENTS. THE RETURN IS REVIEWED BY EXTERNAL ACCOUNTANTS, OUTSIDE COUNSEL, AND SENIOR MANAGEMENT. 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 12C | CONFLICT OF INTEREST MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("TRUSTEES"), OFFICERS AND FACULTY MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES THAT ARE STRICTLY ENFORCED TO ENSURE THAT ALL TRANSACTIONS WITH THESE PARTIES ARE ARM'S LENGTH, AND THERE IS NO FAVORABLE TREATMENT AS A RESULT OF THESE RELATIONSHIPS. CONFLICTS OF INTEREST ARE REGULARLY MONITORED, AND APPLICABLE POLICY IS CONSISTENTLY ENFORCED. UNIVERSITY-WIDE COMPLIANCE INITIATIVES INCLUDE TRAINING AND DOCUMENTATION, REQUIRED ANNUAL DISCLOSURE AND FOLLOW-UP; MANAGEMENT CONTROLS; ENTERPRISE RISK MANAGEMENT; REGULAR INTERNAL AND EXTERNAL AUDITS; WHISTLE-BLOWER PROVISIONS; SUPERVISION; AND REVIEW. PERCEIVED VIOLATIONS WOULD BE INVESTIGATED AND ADDRESSED AS APPROPRIATE THROUGH VARIOUS SANCTIONS, INCLUDING FINANCIAL PENALTIES AND TERMINATION, DEPENDING UPON THE NATURE AND DEGREE OF THE CONFLICT. FOR OFFICERS, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH OFFICERS AND THEIR IMMEDIATE FAMILY. WHEN SUCH ASSOCIATIONS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE, IN THE BEST INTERESTS OF THE UNIVERSITY, ANY ACTUAL OR PERCEIVED CONFLICT. FACULTY MUST COMPLY WITH THE FACULTY CONFLICT OF INTEREST POLICY, WHICH REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY AND DISCLOSURE OF INTERESTS IN OUTSIDE ENTITIES THAT ARE SPONSORS OF THEIR TEACHING OR RESEARCH OR OTHER TRANSACTIONS WITH THE UNIVERSITY IN WHICH THEY ARE INVOLVED. ALL PERSONAL FINANCIAL INTERESTS RELATED TO STANFORD ACTIVITIES MUST BE REPORTED, REGARDLESS OF DOLLAR AMOUNT. FOR TRUSTEES, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES IS PERMITTED TO PARTICIPATE IN ANY DECISION RELATING TO AN ENTITY IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. THE CONFLICT OF INTEREST POLICY ALSO PRECLUDES THE UNIVERSITY FROM ENTERING INTO CERTAIN TRANSACTIONS WITH AN ENTITY IN WHICH A TRUSTEE HAS A MATERIAL FINANCIAL INTEREST UNLESS MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT. NAMELY, THE POLICY REQUIRES THAT SUCH TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY, AND OTHERWISE IN ACCORDANCE WITH SOUND CONFLICT MANAGEMENT PRACTICES. THE CONFLICT OF INTEREST POLICY REQUIRES EACH TRUSTEE TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATION THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF BOTH THE TOP MANAGEMENT OFFICIAL (PRESIDENT OF THE UNIVERSITY) AND OF OTHER OFFICERS/KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. IN THE CASE OF THE UNIVERSITY'S PRESIDENT, THE VICE PRESIDENT 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 19 | STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, FACULTY AND STAFF CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC ON STANFORD'S WEBSITE, AND UPON REQUEST TO THE OFFICE OF UNIVERSITY COMMUNICATIONS. |
| FORM 990, PART VII, SECTION A, COLUMN B | HOURS FOR RELATED ORGANIZATIONS IN CONNECTION WITH THEIR POSITIONS AT STANFORD, CERTAIN LISTED INDIVIDUALS MAY, FROM TIME TO TIME, PARTICIPATE IN ACTIVITIES OF A RELATED ORGANIZATION. WHERE THE LISTED INDIVIDUALS ARE TRUSTEES, DIRECTORS, OFFICERS, OR EMPLOYEES OF THE RELATED ORGANIZATION, THE TIME DEVOTED TO THE RELATED ORGANIZATION BY SUCH INDIVIDUALS IS GENERALLY REPORTED AS RELATED ORGANIZATION HOURS IN PART VII, SECTION A, LINE 1A, COLUMN (B), BELOW THE DOTTED LINE. IN ALL OTHER CASES, THE HOURS IN CONNECTION WITH SUCH PARTICIPATION ARE INCLUDED IN THE HOURS REPORTED FOR THE INDIVIDUALS' POSITIONS AT STANFORD UNIVERSITY IN PART VII, SECTION A, LINE 1A, COLUMN (B), ABOVE THE DOTTED LINE. |
| FORM 990, PART VII, SECTION B | INDEPENDENT CONTRACTORS IN THE PRESENTATION OF THE DATA APPEARING IN FORM 990, PART VII, SECTION B, STANFORD REPORTS DIRECT CASH COMPENSATION PAID TO PROFESSIONAL INDEPENDENT CONTRACTORS. COMMISSIONS, DISCOUNTS, AND MANAGEMENT FEES EMBEDDED IN AND/OR DEDUCTED FROM INVESTMENT RETURNS AND AMOUNTS PROVIDED TO VENTURE CAPITAL, PRIVATE EQUITY, AND HEDGE FUND GENERAL PARTNERS DUE TO THEIR "CARRIED INTEREST" IN PARTNERSHIPS IN WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $ 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY OTL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | TECHNOLOGY | CA | $3,858 | $62,283 | STANFORD |
| SU ACQUISITION LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $402,948 | $2,000,000 | STANFORD |
| SAA SIERRA PROGRAMS LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | ALUM RELATION | CA | $6,093,562 | $9,877,799 | STANFORD |
| ANTS AT WORK LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | research | NM | $0 | $55,000 | STANFORD |
| SHR HOTEL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 412277925 | REAL ESTATE | CA | $48,448,834 | $131,613,971 | STANFORD |
| SPECIALTY EVENTS LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 273665473 | GEN. BUS. OPS | CA | $0 | $0 | STANFORD |
| ROCKY HILL PROPERTY LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 454672921 | REAL ESTATE | CA | $51,826 | $6,172,307 | STANFORD |
| STANFORD UNIVERSITY GLOBAL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | EDUCATION | CA | $2,629,259 | $1,256,856 | STANFORD |
| CARDINAL NEWBURY GP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENT | DE | $7,841 | -$68,301 | STANFORD |
| CARDINAL NEWBURY LP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENT | DE | $737,061 | -$6,419,388 | STANFORD |
| FAIRFIELD NORTH SEA ENERGY LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENT | DE | $0 | $29,084,940 | STANFORD |
| SAND HILL INVESTMENTS GP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 412262027 | INVESTMENT | DE | $0 | $0 | STANFORD |
| SMC DE LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENT | DE | $319,252 | $2,836,448 | STANFORD |
| ALTIRA TECHNOLOGY FUND IV DIRECT INVEST | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 941156365 | INVESTMENT | DE | -$3,548 | $2,756,904 | STANFORD |
| SNOWCREEK VII LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 954890334 | REAL ESTATE | CA | $3,239,729 | $6,207,154 | STANFORD |
| GRE PROPERTIES LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $25,736 | STANFORD |
| GRE PROPERTIES II LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $28,736 | STANFORD |
| JPS NO 1 LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $3,860,123 | STANFORD |
| JPS NO 2 LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $1 | STANFORD |
| GREGORY STREET ACQUISITION LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | CO | $0 | $4,914 | STANFORD |
| HP OUTLAWS LLC | |||||||||
| 3160 PORTER DRIVE SUITE 200 | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | $0 | $0 | STANFORD |
| 200 GREGORY STREET LLC | |||||||||
| 3160 PORTER DRIVE SUITE 200 | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | CO | $0 | $0 | STANFORD |
| CYPRESS MARINA HEIGHTS LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 954887979 | INVESTMENTS | CA | $1,300 | $36,849,906 | CYPRESS MARI |
| CYPRESS MARINA PARTNERS LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | CA | $1,300 | $41,023,190 | STANFORD | |
| RED ALPINE LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $0 | STANFORD | |
| RED ALVARADO LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $124,113 | $10,769,474 | STANFORD | |
| RED ARBORETUM LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $11,416,935 | STANFORD | |
| RED ARDENWOOD LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $21,236,152 | STANFORD | |
| RED BART LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $16,408,800 | STANFORD | |
| RED BROADWAY LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $404 | $2,318,792 | STANFORD | |
| RED CAMINO LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | -$115,586 | $7,504,860 | STANFORD | |
| RED DECOTO LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $32,796 | $2,522,669 | STANFORD | |
| RED MARINA LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $15,557 | $5,896,274 | STANFORD | |
| RED MARINER LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $31,991,000 | STANFORD | |
| RED POPLAR LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $45,477,596 | STANFORD | |
| RED QUARRY LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $3,157,747 | STANFORD | |
| RED RECIPE LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $17,224,960 | STANFORD | |
| RED SANDHILL LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $8,692,855 | STANFORD | |
| RED SKYLINE LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $19,650,224 | STANFORD | |
| RED VELD LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | $0 | $12,833,334 | STANFORD | |
| SAND HILL INVESTMENTS LP | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 371557441 | INVESTMENTS | DE | $15,157,755 | $134,690,843 | SAND HILL GP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STANFORD HEALTH CARE | |||||||||||||||
| 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | |||||||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| THE FREIDENRICH SUPPORT FOUNDATION | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 300519583 | SUPPORT | CA | 501(C)(3) | 11, TYPE I | STANFORD | Yes (true) | |||||
| SHR HOLDINGS INC | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | Yes (true) | |||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | Yes (true) | |||||
| UNIVERSITY HEALTHCARE ALLIANCE | |||||||||||||||
| 855 OAK GROVE AVE SUITE 100 | MENLO PARK | CA | 94205 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | SHC | Yes (true) | |||||
| THE DUDLEY E CHAMBERS FOUNDATION | |||||||||||||||
| JP MORGAN CHASE PO BOX 3038 | MILWAUKEE | WI | 53201 | 386841793 | SUPPORT | NY | 501(C)(3) | 11,TYPE III | STANFORD | Yes (true) | |||||
| STANFORD UNIVERSITY BOOK STORE | |||||||||||||||
| BLDG 60 MAIN QUAD NO 105 | STANFORD | CA | 94305 | 940894150 | SUPPORT | CA | 501(C)(3) | 11, TYPE I | STANFORD | Yes (true) | |||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | |||||||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | Yes (true) | |||||
| STANFORD HABITAT CONSERVATION BOARD | |||||||||||||||
| 3160 PORTER DR STE 200 | PALO ALTO | CA | 94304 | 461882243 | CONSERVATION | CA | 501(C)(3) | 7 | STANFORD | Yes (true) | |||||
| STANFORD FACULTY CLUB | |||||||||||||||
| PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | FAC INTERACT. | CA | 501(C)(7) | N/A | STANFORD | Yes (true) | |||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||
| 986078093 | SUPPORT | 501(C)(3) | STANFORD | Yes (true) | 1401 CAROLINE CENTER | 28 PING ROAD | CAUSEWAY | HK | HK | ||||||
| THE STANFORD TRUST | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | Yes (true) | 65 HIGH STREET | OXFORD | OX1 46L | UK | UK | |||||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | |||||||||||||||
| EDUCATION | 501(C)(3) | STANFORD | Yes (true) | WAVERLY BUSINESS PARK BUILDING 11 | CAPE TOWN | SF | SF | ||||||||
| STANFORD FEDERAL CREDIT UNION | |||||||||||||||
| 1860 EMBARCADERO RD | PALO ALTO | CA | 94303 | 941492212 | CREDIT UNION | CA | 501(C)(1) | N/A | STANFORD | Yes (true) | |||||
| UNIVERSITY HEALTHCARE ADVANTAGE | |||||||||||||||
| 3220 BLUME DR STE 260 | RICHMOND | CA | 948065741 | 464071746 | HEALTHCARE | CA | 501(c)(3) | 11, type 1 | SHC | Yes (true) | |||||
| STANFORD SCHOOLS CORPORATION | |||||||||||||||
| 475 POPE STREET | MENLO PARK | CA | 94025 | 202699147 | EDUCATIONAL | CA | 501(C)(3) | 2 | STANFORD | Yes (true) | |||||
| PACIFIC 12 CONFERENCE | |||||||||||||||
| 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | EDUCATIONAL | CA | 501(C)(3) | 11,TYPE 1 | NA | false | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ATWATER 12 LP | ||||||||||||||||||||
| 2100 ROSS AVE STE 1600 | DALLAS | TX | 75201 | 752944481 | INVESTMENTS | DE | STANFORD | EXCLUDED | $633,625 | $21,313,726 | false | $0 | false | 0.70000 | ||||||
| AVENUE ASIA CAPITAL PARTNERS LP | ||||||||||||||||||||
| 399 Park Ave 6th Fl | NEW YORK | NY | 10022 | 010553224 | FOREIGN INV. | DE | STANFORD | EXCLUDED | -$3,570,904 | $171,285 | false | $0 | false | 0.79270 | ||||||
| JER R E QUALIFIED PARTNERS EUROPE LP | ||||||||||||||||||||
| 7950 JONES BRANCH DR STE 220 | MCLEAN | VA | 22107 | 542029560 | INVESTMENTS | DE | STANFORD | UNRELATED | $106,160 | $125,559 | false | $106,301 | false | 0.99000 | ||||||
| LINCOLN COMMERCE PARK II LTD | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 204681486 | RE DEVELOPMEN | DE | STANFORD | EXCLUDED | $1,766 | $0 | false | $0 | false | 0.00000 | ||||||
| PALO ALTO LP | ||||||||||||||||||||
| FOREIGN INV. | STANFORD | EXCLUDED | $644,414 | $77,700,596 | false | $0 | false | 0.99790 | OGIER HOUSE THE ESPLANADE | ST. HELIER | JE | XC JE4 9WG | JE | |||||||
| PARMENTER REALTY FUND II LP | ||||||||||||||||||||
| 1111 BRICKELL AVE STE 2910 | MIAMI | FL | 33131 | 200973616 | INVESTMENTS | DE | STANFORD | EXCLUDED | $281,033 | -$21,752,430 | false | false | 0.75410 | |||||||
| SANDPIPER FUND LP | ||||||||||||||||||||
| 2000 MCKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 260341626 | INVESTMENTS | TX | STANFORD | EXCLUDED | -$10,880,852 | $42,093,070 | false | $0 | false | 0.97420 | ||||||
| SAROFIM MULTIFAMILY PARTNERS LP | ||||||||||||||||||||
| 8115 PRESTON RD STE 400 | DALLAS | TX | 75225 | 201929002 | RE DEVELOPMEN | DE | STANFORD | UNRELATED | $11,846,213 | $67,146,659 | false | -$494,879 | false | 0.63750 | ||||||
| SKY HARBOR ASSOCIATES LP | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 205803431 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$566,902 | $25,353 | false | $0 | false | 1.00000 | ||||||
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||||||||||||||||||||
| 450 PARK AVE 23RD FL | NEW YORK | NY | 10022 | 203949682 | INVESTMENTS | DE | STANFORD | UNRELATED | $1,153,704 | $22,996,564 | false | -$141,731 | false | 0.62690 | ||||||
| DEK PORTFOLIO LLC | ||||||||||||||||||||
| C/O SPAULDING SLYE INV 1 PO S | BOSTON | MA | 02109 | 043446765 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$332,120 | $4,233,495 | false | $0 | false | 0.97310 | ||||||
| BROWN BARK I LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 721604614 | INVESTMENTS | DE | STANFORD | EXCLUDED | -$706,497 | $922,549 | false | $0 | false | 0.99000 | ||||||
| BROWN BARK II LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 208727391 | INVESTMENTS | DE | STANFORD | EXCLUDED | $893,731 | $1,528,018 | false | $0 | false | 0.99000 | ||||||
| BROWN BARK III LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 261780743 | INVESTMENTS | DE | STANFORD | EXCLUDED | $1,030,913 | $479,391 | false | $0 | false | 0.66000 | ||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | ||||||||||||||||||||
| 1345 AVE OF THE AMERICAS 23RD FL | NEW YORK | NY | 10105 | 980509639 | INVESTMENTS | STANFORD | EXCLUDED | -$7,403,735 | $1,011,550 | false | $0 | false | 0.71640 | CJ | ||||||
| JER REAL ESTATE PARTNERS EUROPE II LP | ||||||||||||||||||||
| INVESTMENTS | JER ALBERTA LP | EXCLUDED | -$333,408 | $0 | false | $0 | false | 0.00000 | CLARGES HOUSE 6-12 CLARGES ST | LONDON | UK | W1J 8AD | UK | EN | ||||||
| STANFORD PET-CT LLC | ||||||||||||||||||||
| 300 PASTEUR DRIVE M/C 5555 | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOST | CA | SHC | RELATED | $5,308,374 | $9,724,890 | $0 | 0.50000 | ||||||||
| CEE EQUITY HOLDINGS LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | $178 | $25,598,088 | false | $0 | false | 1.00000 | Elizabeth House 9 Castle St | St. Helier, | JE | JE4 2QP | JE | Je | ||||||
| LSF V DHB HOLDINGS LP | ||||||||||||||||||||
| 2711 N Haskell Ave Ste 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | STANFORD | EXCLUDED | $2,614,811 | $5,641,684 | false | $0 | false | 0.61880 | ||||||
| SIC SNOWCREEK VIII LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 275431605 | RE DEVELOPMEN | CA | STANFORD | UNRELATED | -$723,514 | $16,122,056 | false | -$723,514 | false | 0.99870 | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | ||||||||||||||||||||
| 1400 PAGE MILL ROAD MC5713 | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPA | DE | SHC | $0 | $0 | false | $0 | false | ||||||||
| ARCOLA VENTURE LLC | ||||||||||||||||||||
| C/O STANFORD MGMT CO 635 KNIGHT W | STANFORD | CA | 943057297 | 371689632 | RE DEVELOPMEN | DE | STANFORD | EXCLUDED | $91 | $20,991,603 | false | $0 | false | 0.91430 | ||||||
| BLACKSTONE REP VII TE 7-NQ LP | ||||||||||||||||||||
| C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | 900878802 | INVESTMENTS | DE | STANFORD | UNRELATED | $241,084 | $52,051,069 | false | $554,139 | false | 0.51210 | ||||||
| OUTLAWS CASINO LTD | ||||||||||||||||||||
| 3160 PORTER DR | PALO ALTO | CA | 94304 | 841457498 | HOLDING COMPA | CO | HP OUTLAWS LLC | $0 | $0 | $0 | Yes (true) | 0.80000 | ||||||||
| STANFORD EMANUEL RAD ONCOLOGY CENTER | ||||||||||||||||||||
| 208885091 | RADIOLOGY | CA | SHC | $0 | $0 | $0 | ||||||||||||||
| ARCOLA RESIDENTIAL VENTURE LLC | ||||||||||||||||||||
| 635 Knight Way | stanford | CA | 943057297 | 900818278 | real estate | CA | ARCOLA RESIDENT | $167,911 | $31,419,967 | false | $0 | false | 0.91950 | |||||||
| RESERVOIR RESOURCE PARTNERS TE LP | ||||||||||||||||||||
| 650 Madison Ave 26th Floor | new york | NY | 10022 | 462286221 | investments | NY | STANFORD | EXCLUDED | $0 | $2,136,399 | false | $0 | false | 0.99980 | ||||||
| STANFORD-STARTX FUND LLC | ||||||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 464297719 | INVESTMENTS | DE | STANFORD | EXCLUDED | $108,565 | $14,166,561 | false | $0 | Yes (true) | 0.66670 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | EINEIN | Province Or StateForeignAddress/ProvinceOrState | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINER VOYAGER INTERNATIONAL LTD | ||||||||||||||||||
| C/O STUARTS CORP SVCS PO BOX 2510 | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | $0 | $8,545,532 | 0.67270 | Yes (true) | ||||||||
| STANFORD SGGS EUROPE INC | ||||||||||||||||||
| UGLAND HOUSE S CHURCH ST | PO BOX 309GT, GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | $17,991,247 | $33,774,748 | 1.00000 | Yes (true) | 131684331 | |||||||
| BLACK RIVER EMEA INVESTORS FUND LTD | ||||||||||||||||||
| UGLAND HOUSE S CHURCH ST | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | $26,106,917 | $141,544,645 | 0.94580 | Yes (true) | 980428006 | |||||||
| EAST SAIL | ||||||||||||||||||
| C/O INTL FS INC IFS COURT | TWENTYEIGHT, CYBERCITY, EBENE | MP | INVESTMENTS | MP | STANFORD | C CORP | $34,301,060 | $76,727,361 | 1.00000 | Yes (true) | ||||||||
| GAVEA INVESTMENT FUND II-C LP | ||||||||||||||||||
| PO BOX 896GT HARBOUR CENTRE | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | -$5,436,018 | $24,021,668 | 0.53190 | Yes (true) | 980537952 | cayman islands | ||||||
| JER ALBERTA LP | ||||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | -$333,408 | $0 | 1.00000 | Yes (true) | 980423557 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | ||||||
| LS ALBERTA III LP | ||||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | $683,870 | $9,177,836 | 1.00000 | Yes (true) | 980493425 | c/o JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | ||||||
| MARBLETON PROPERTY FUND (ALBERTA) LP | ||||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | -$3,520 | $0 | 1.00000 | Yes (true) | 980531893 | c/o JE ROBERT COMPANIES 1650 TYS | MCLEAN | VA | 22102 | ||||||
| CLAT (16) | ||||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | CA | |||||||||||||||
| CRT (501) | ||||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | CA | |||||||||||||||
| OTHER (7) | ||||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | CA | |||||||||||||||
| PIF (79) | ||||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | CA | |||||||||||||||
| ALPINE CHALET INC | ||||||||||||||||||
| SKI LODGE | SAA SUERRA PROG | C CORP | $281,237 | $468,998 | 1.00000 | Yes (true) | 941556099 | PO BOX 9988 | SOUTH LAKE TAHOE | CA | 96158 | CA | ||||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | ||||||||||||||||||
| 5275TH FLBLDG CACADEMY SOUTH RD | HAIDAN DISTRICT | CH | EDUCATION | CH | SU GLOBAL LLC | C CORP | $562,750 | $180,920 | 1.00000 | Yes (true) | BEIJING | |||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | ||||||||||||||||||
| RISK MGMT CON | SUMIT HLDG INT | C CORP | $0 | $0 | 0.00000 | Yes (true) | 461132002 | 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | CA | ||||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | ||||||||||||||||||
| INSURANCE | UHA | C CORP | $0 | $0 | 0.00000 | Yes (true) | 900897686 | 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | HI | ||||||
| ARCOLA RES DEVELOPMENT CORP | ||||||||||||||||||
| INVESTMENT | STANFORD | C CORP | $167,911 | $31,419,967 | 1.00000 | Yes (true) | 800804754 | C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | DE | ||||||
| BREP VII ALBERTA FEEDER(OFFSHORE)TE7LP | ||||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | $614,647 | $4,389,348 | 0.51720 | Yes (true) | 981066351 | C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | ||||||
| BREP VII ALBERTA FEEDER(OFFSHORE)TE7NQLP | ||||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | $925,901 | $6,539,005 | 0.51720 | Yes (true) | 981066355 | C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | ||||||
| MBS AGENCY OFFSHORE FUND LTD | ||||||||||||||||||
| C/O WALKER SPV LTD 87 MARY ST | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | $0 | $0 | 0.00000 | Yes (true) | GRAND CAYMAN | KY1-9002 | ||||||
| WOODBOURNE CANADA PARTNERS II -CAYMAN LP | ||||||||||||||||||
| C/O INTRTRST CORP SERV190 ELGIN AV | GRAND CAYMAN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | $3,496,871 | $40,249,089 | 0.60000 | Yes (true) | 980705321 | CAYMAN ISLANDS | KY1-9005 | |||||
| WEST FACE ALTERNATIVE CREDIT CAYMAN LP | ||||||||||||||||||
| PO Box 10008 Willow House | Grand Cayman | CJ | Investment | CJ | STANFORD | C CORP | -$188,318 | $3,910,953 | 0.99880 | Yes (true) | 981140761 | Cayman Islands | KY1-1001 | |||||
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOC | ||||||||||||||||||
| REAL ESTATE | STANFORD | C CORP | $0 | $0 | Yes (true) | 943287254 | 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | CA | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (69 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ATWATER 12 LP | ||
| B | $51,450 | BANK RECORDS |
| ATWATER 12 LP | ||
| S | $686,000 | BANK RECORDS |
| BLACKSTONE REAL ESTATE PARTNERS VII TE 7 - NQ | ||
| B | $13,102,034 | BANK RECORDS |
| BLACKSTONE REAL ESTATE PARTNERS VII TE 7 - NQ | ||
| S | $1,355,958 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 LP | ||
| B | $3,653,657 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 LP | ||
| S | $132,897 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7-NQ LP | ||
| B | $3,809,675 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7-NQ LP | ||
| S | $417,916 | BANK RECORDS |
| BROWN BARK I LP | ||
| S | $1,289,361 | BANK RECORDS |
| BROWN BARK II LP | ||
| S | $1,310,070 | BANK RECORDS |
| BROWN BARK III LP | ||
| S | $983,888 | BANK RECORDS |
| CEE EQUITY HOLDINGS LP | ||
| S | $9,565,562 | BANK RECORDS |
| DEK PORTFOLIO LLC | ||
| S | $2,007,016 | BANK RECORDS |
| EAST SAIL | ||
| B | $369,153 | BANK RECORDS |
| GAVEA INVESTMENT FUND II-C LP | ||
| S | $1,596,407 | BANK RECORDS |
| JER ALBERTA LP | ||
| S | $450,367 | BANK RECORDS |
| LSF V DHB HOLDINGS LP | ||
| S | $94,173,681 | BANK RECORDS |
| MARINER VOYAGER INTERNATIONAL LTD | ||
| S | $2,769,148 | BANK RECORDS |
| MBS AGENCY OFFSHORE FUND LTD | ||
| S | $2,425,213 | BANK RECORDS |
| RESERVOIR RESOURCE PARTNERS TE LP | ||
| B | $3,692,774 | BANK RECORDS |
| RESERVOIR RESOURCE PARTNERS TE LP | ||
| S | $89,498 | BANK RECORDS |
| SAROFIM MULTIFAMILY PARTNERS LP | ||
| S | $40,231,735 | BANK RECORDS |
| SIC SNOWCREEK VIII LLC | ||
| B | $1,056,000 | BANK RECORDS |
| SKY HARBOR ASSOCIATES LP | ||
| S | $4,044,961 | BANK RECORDS |
| STANFORD SGGS EUROPE INC | ||
| S | $8,986,220 | BANK RECORDS |
| STANFORD-STARTX FUND LLC | ||
| B | $14,053,065 | BANK RECORDS |
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||
| B | $261,922 | BANK RECORDS |
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||
| S | $4,153,317 | BANK RECORDS |
| WEST FACE ALTERNATIVE CREDIT CAYMAN LP | ||
| B | $14,004,566 | BANK RECORDS |
| WEST FACE ALTERNATIVE CREDIT CAYMAN LP | ||
| S | $10,878,233 | BANK RECORDS |
| WOODBOURNE CANADA PARTNERS II - CAYMAN LP | ||
| B | $17,565,598 | BANK RECORDS |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| J | $1,387,842 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| K | $997,235 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| L | $187,170,467 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| M | $1,077,609 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| N | $1,065,252 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| R | $3,994,356 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| S | $18,665,073 | BOOK |
| STANFORD HEALTH CARE | ||
| J | $4,070,762 | BOOK |
| STANFORD HEALTH CARE | ||
| K | $6,093,421 | BOOK |
| STANFORD HEALTH CARE | ||
| L | $503,297,540 | BOOK |
| STANFORD HEALTH CARE | ||
| M | $30,352,948 | BOOK |
| STANFORD HEALTH CARE | ||
| N | $11,177,994 | BOOK |
| STANFORD HEALTH CARE | ||
| R | $6,953,265 | BOOK |
| STANFORD HEALTH CARE | ||
| S | $58,725,399 | BOOK |
| ALPINE CHALET INC | ||
| A | $5,585 | BOOK |
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||
| Q | $374,586 | BOOK |
| STANFORD FACULTY CLUB | ||
| A | $204,181 | BOOK |
| STANFORD FACULTY CLUB | ||
| Q | $368,642 | BOOK |
| STANFORD PET-CT LLC | ||
| L | $1,971,208 | BOOK |
| STANFORD PET-CT LLC | ||
| S | $4,262,500 | BOOK |
| STANFORD SCHOOLS CORPORATION | ||
| B | $1,303,207 | BOOK |
| STANFORD UNIVERSITY BOOK STORE | ||
| A | $118,301 | BOOK |
| THE DUDLEY E CHAMBERS FOUNDATION | ||
| C | $4,290,286 | BOOK |
| THE FREIDENRICH SUPPORT FOUNDATION | ||
| C | $5,590,244 | BOOK |
| THE HONG KONGSTANFORD UNIVERSITY CHARITABLE | ||
| C | $1,153,538 | BANK RECORDS |
| THE STANFORD TRUST | ||
| C | $1,410,639 | BANK RECORDS |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| Q | $274,987 | BOOK |
| STANFORD (BEIJING) CONSULTING CO LTD (WFOE) | ||
| M | $808,102 | BOOK |
| SHR HOLDINGS INC | ||
| C | $9,751,588 | BOOK |
| SHR HOLDINGS INC | ||
| Q | $1,286,268 | BOOK |
| SHR HOLDINGS INC | ||
| R | $39,829 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| A | $194,758 | BOOK |
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION | ||
| M | $441,271 | BOOK |
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION | ||
| P | $732,881 | BOOK |
| STANFORD EMANUEL RADIATION ONCOLOGY CTR LLC | ||
| L | $476,722 | BOOK |
| STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST | ||
| R | $18,530,514 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| L | $180,400 | BOOK |
| STANFORD PROGRAMME(CAPE TOWN) NPC | ||
| R | $564,625 | BOOK |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE (3) | FormAndLineReferenceDesc |
| Explanation | CHARITABLE 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 |