THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (EIN 94-1156365)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-16
- IRS object ID
- 201421979349300907
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-16T11:23:20-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156365 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD UNIVERSITY BOARD OF TRUSTEES | BusinessNameLine1 |
| Business Name Line2 | OF THE LELAND STANFORD JUNIOR UNIVERSITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CHRISTOPHER CANELLOS | InCareOfName |
| Name Control | STAN | NameControl |
| Phone | 6507251732 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUZANNE CALANDRA | Name |
| Title | SENIOR ASSOCIATE VP FOR FINANCE | Title |
| Phone | 6507251732 | Phone |
| Date Signed | 2014-07-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John Hennessy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 24194977828 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STANFORD.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1885 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND IN A BROAD RANGE OF ACADEMIC DISCIPLINES.CONT'D SCH O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 33387 | TotalNbrEmployees |
| Total Gross UBI | 24344647 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -50142751 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1964094849 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1719795101 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1886831779 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2042740583 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 969227776 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1069740558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 88467309 | OtherRevenuePriorYear |
| Other Revenue Current Year | 104233612 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4908621713 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4936509854 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 377365552 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 390384372 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2334359124 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2498157422 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 645950 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 74787192 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1383585171 | OtherExpensePriorYear |
| Other Expenses Current Year | 1411601424 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4095309847 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4300789168 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 813311866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 635720686 | RevenuesLessExpensesCY |
| Total Assets BOY | 28981773890 | TotalAssetsBOY |
| Total Assets EOY | 31539947659 | TotalAssetsEOY |
| Total Liabilities BOY | 5476353723 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5816842431 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23505420167 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25723105228 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND IN A BROAD RANGE OF ACADEMIC DISCIPLINES. CONT'D SCH O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1400572930 | Expense |
| Grants | 46731959 | Grants |
| Revenue | 740193516 | Revenue |
| Description | INSTRUCTION AND DEPARTMENTAL RESEARCH - See Schedule O. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1040951784 | Expense |
| Grants | 24119455 | Grants |
| Revenue | 209079560 | Revenue |
| Description | ORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B DOES NOT INCLUDE $1,024,123,558 IN FEDERAL RESEARCH SUPPORT. CONT'D SCH O. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 788938480 | Expense |
| Grants | 1147259 | Grants |
| Revenue | 768483418 | Revenue |
| Description | UNIVERSITY AUXILIARY ACTIVITIES - See Schedule O. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 580924072 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 318385699 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 324984089 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3811387266 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 28250 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 33387 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 10 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTOPHER CANELLOS | NamePerson |
| Telephone Number | 6507251732 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HENNESSY | |||||||||
| PRESIDENT/TRUSTEE | 50.0 | X | X | 775681 | 0 | 291885 | |||
| FRED W ALVAREZ | |||||||||
| TRUSTEE, APPOINTED 03/01/2013 | 2.0 | X | |||||||
| Robert M Bass | |||||||||
| Trustee | 2.0 | X | |||||||
| William R Brody | |||||||||
| Trustee | 2.0 | X | |||||||
| BROOK H BYERS | |||||||||
| TRUSTEE | 2.0 | X | |||||||
| James E Canales | |||||||||
| Trustee | 2.0 | X | |||||||
| ROANN COSTIN | |||||||||
| TRUSTEE, APPOINTED 10/01/2012 | 2.0 | X | |||||||
| James G Coulter | |||||||||
| Trustee | 2.0 | X | |||||||
| DEBORAH A DECOTIS | |||||||||
| TRUSTEE | 2.0 | X | |||||||
| Steven A Denning | |||||||||
| Trustee | 2.0 | X | |||||||
| Bruce W Dunlevie | |||||||||
| Trustee | 2.0 | X | |||||||
| Armando Garza | |||||||||
| Trustee | 2.0 | X | |||||||
| John A Gunn | |||||||||
| Trustee | 2.0 | X | 2.0 | ||||||
| GAIL B HARRIS | |||||||||
| TRUSTEE, APPOINTED 03/01/2013 | 2.0 | X | |||||||
| Christine U Hazy | |||||||||
| Trustee | 2.0 | X | |||||||
| LAURENE POWELL JOBS | |||||||||
| TRUSTEE, APPOINTED 10/01/2012 | 2.0 | X | |||||||
| Ronald B Johnson | |||||||||
| Trustee | 2.0 | X | 2.0 | ||||||
| LATONIA G KARR | |||||||||
| TRUSTEE, APPOINTED 02/01/2013 | 2.0 | X | |||||||
| Ann H Lamont | |||||||||
| TRUSTEE, UNTIL 03/01/2013 | 2.0 | X | |||||||
| Frank D Lee | |||||||||
| Trustee | 2.0 | X | 2.0 | ||||||
| BERNARD LIAUTAUD | |||||||||
| TRUSTEE, APPOINTED 03/01/2013 | 2.0 | X | |||||||
| Goodwin Liu | |||||||||
| TRUSTEE, UNTIL 03/01/2013 | 2.0 | X | 20000 | ||||||
| Susan R McCaw | |||||||||
| Trustee | 2.0 | X | |||||||
| LLOYD M METZ | |||||||||
| TRUSTEE, APPOINTED 03/01/2013 | 2.0 | X | |||||||
| Hamid R Moghadam | |||||||||
| Trustee | 2.0 | X | |||||||
| Wendy Munger | |||||||||
| TRUSTEE, UNTIL 02/01/2013 | 2.0 | X | |||||||
| Paul A Ormond | |||||||||
| Trustee | 2.0 | X | |||||||
| Ruth M Porat | |||||||||
| Trustee | 2.0 | X | |||||||
| Penny S Pritzker | |||||||||
| TRUSTEE, UNTIL 06/28/2013 | 2.0 | X | |||||||
| JEFFREY S RAIKES | |||||||||
| TRUSTEE | 2.0 | X | |||||||
| Miriam Rivera | |||||||||
| Trustee, UNTIL 03/01/2013 | 2.0 | X | |||||||
| Victoria B Rogers | |||||||||
| Trustee | 2.0 | X | |||||||
| Richard A Sapp | |||||||||
| Trustee, UNTIL 03/01/2013 | 2.0 | X | |||||||
| Kavitark Ram Shriram | |||||||||
| Trustee | 2.0 | X | |||||||
| Ronald P Spogli | |||||||||
| Trustee | 2.0 | X | |||||||
| Isaac Stein | |||||||||
| Trustee | 2.0 | X | |||||||
| Thomas F Steyer | |||||||||
| Trustee | 2.0 | X | |||||||
| Vaughn C Williams | |||||||||
| Trustee | 2.0 | X | 2.0 | ||||||
| Jerry Yang | |||||||||
| Trustee | 2.0 | X | |||||||
| JOHN ETCHEMENDY | |||||||||
| PROVOST | 50.0 | X | 596771 | 0 | 295544 | ||||
| RANDALL LIVINGSTON | |||||||||
| VP BUS AFFAIRS/CFO | 50.0 | X | 526350 | 0 | 155109 | ||||
| MARTIN SHELL | |||||||||
| VP DEVELOPMENT | 50.0 | X | 670425 | 0 | 122282 | ||||
| DEBRA ZUMWALT | |||||||||
| VP GENERAL COUNSEL | 50.0 | X | 570952 | 0 | 198148 | ||||
| ROBERT C REIDY | |||||||||
| VP LAND, BUILDINGS & REAL EST | 50.0 | X | 684725 | 0 | 277985 | ||||
| DAVID DEMAREST | |||||||||
| VP PUBLIC AFFAIRS | 50.0 | X | 358733 | 0 | 116642 | ||||
| HOWARD WOLF | |||||||||
| PRES. OF STANFORD ALUM. ASSOC. | 50.0 | X | 368872 | 0 | 155938 | ||||
| WILLIAM MADIA | |||||||||
| VP SLAC NAL | 38.0 | X | 501832 | 0 | 23789 | ||||
| DAVID JONES | |||||||||
| VP HUMAN RESOURCES | 50.0 | X | 321927 | 0 | 44697 | ||||
| JOHN POWERS | |||||||||
| PRESIDENT, STANFORD MGNT CO. | 50.0 | 2464714 | 0 | 1103644 | X | ||||
| PHILIP A PIZZO | |||||||||
| DEAN,SCH OF MED(UNTIL 12/1/12) | 50.0 | 670765 | 0 | 294039 | 4.0 | X | |||
| LLOYD B MINOR | |||||||||
| DEAN,SCH OF MED(SINCE 12/1/12) | 50.0 | 734169 | 0 | 29784 | 4.0 | X | |||
| RICHARD SALLER | |||||||||
| DEAN SCHOOL OF HUM & SCIENCES | 50.0 | 535859 | 0 | 33983 | X | ||||
| FRANK HANLEY | |||||||||
| CHIEF, PED CARDIOTHORACIC | 50.0 | 1894804 | 0 | 44899 | X | ||||
| GARY STEINBERG | |||||||||
| CHAIR, NEUROSURGERY | 50.0 | 1270954 | 0 | 45742 | X | ||||
| THOMAS KRUMMEL | |||||||||
| CHAIR, SURGERY | 50.0 | 1026966 | 0 | 53110 | 3.0 | X | |||
| TARA VANDERVEER | |||||||||
| Coach | 50.0 | 2326520 | 0 | 384711 | X | ||||
| DAVID SHAW | |||||||||
| Coach | 50.0 | 1513334 | 0 | 499332 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 17834353 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4171263 | TotalOtherCompensation |
| Number Individuals GT100 K | 4998 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING CO | |||||
| PO BOX 17596 | BALTIMORE | MD | 212971596 | CONSTRUCTION | 93896959 |
| TURNER CONSTRUCTION CO | |||||
| 1625 CLAY ST | OAKLAND | CA | 94612 | CONSTRUCTION | 38298184 |
| DEVCON CONSTRUCTION INC | |||||
| 690 GIBRALTAR DR | MILPITAS | CA | 95035 | CONSTRUCTION | 31787387 |
| HATHAWAY DINWIDDIE CONSTRUCTION CO | |||||
| 565 LAURELWOOD RD | SANTA CLARA | CA | 950542419 | CONSTRUCTION | 19959548 |
| OVERAA CONSTRUCTION | |||||
| 200 PARR BOULEVARD | RICHMOND | CA | 94801 | CONSTRUCTION | 17353950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 688 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 914104 | FundraisingEvents |
| Government Grants | 1024123558 | GovernmentGrants |
| All Other Contributions | 694757439 | AllOtherContributions |
| Noncash Contributions | 235683432 | NoncashContributions |
| Total Contributions | 1719795101 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT INCOME | 900099 | 752955818 | 752955818 | |
| NONGOVERNMENT RESEARCH | 900099 | 209079560 | 209079560 | |
| PATIENT CARE | 900099 | 623596652 | 623596652 | |
| SPECIAL PROGRAMS | 900099 | 456183621 | 456183621 | |
| DRIVING RANGE | 713910 | 582693 | 582693 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 342239 | TotalRevenueColumn |
| Unrelated Business Revenue | 342239 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2042740583 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 281203970 | TotalRevenueColumn |
| Unrelated Business Revenue | 10028287 | UnrelatedBusinessRevenue |
| Exclusion | $271,175,683 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16 | TotalRevenueColumn |
| Exclusion | $16 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7446939 | TotalRevenueColumn |
| Exclusion | $7,446,939 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 139870339 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46904616 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 92965723 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92965723 | TotalRevenueColumn |
| Exclusion | $92,965,723 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19971662747 | Securities |
| Other | 25916568 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19181518747 | Securities |
| Other | 27523996 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 790144000 | Securities |
| Other | -1607428 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 788536572 | TotalRevenueColumn |
| Unrelated Business Revenue | 13391428 | UnrelatedBusinessRevenue |
| Exclusion | $775,145,144 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 606990 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 914104 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 542312 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64678 | TotalRevenueColumn |
| Exclusion | $64,678 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5734575 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1978303 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3756272 | TotalRevenueColumn |
| Exclusion | $3,756,272 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4936509854 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2041815651 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24344647 | UnrelatedBusinessRevenue |
| Exclusion | $1,150,554,455 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14760838 | Total |
| Program Services | 14760838 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367192547 | Total |
| Program Services | 367192547 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8430987 | Total |
| Program Services | 8430987 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8882136 | Total |
| Program Services | 3066367 | ProgramServices |
| Management And General | 5061898 | ManagementAndGeneral |
| Fundraising | 753871 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498925 | Total |
| Program Services | 318965 | ProgramServices |
| Fundraising | 179960 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991950296 | Total |
| Program Services | 1823371494 | ProgramServices |
| Management And General | 124949302 | ManagementAndGeneral |
| Fundraising | 43629500 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122703605 | Total |
| Program Services | 103654136 | ProgramServices |
| Management And General | 15821308 | ManagementAndGeneral |
| Fundraising | 3228161 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261744091 | Total |
| Program Services | 220900739 | ProgramServices |
| Management And General | 33882153 | ManagementAndGeneral |
| Fundraising | 6961199 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112378369 | Total |
| Program Services | 94749816 | ProgramServices |
| Management And General | 14633878 | ManagementAndGeneral |
| Fundraising | 2994675 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2548149 | Total |
| Program Services | 2281193 | ProgramServices |
| Management And General | 266956 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7986466 | Total |
| Program Services | 948800 | ProgramServices |
| Management And General | 7009238 | ManagementAndGeneral |
| Fundraising | 28428 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613329 | Total |
| Program Services | 52510 | ProgramServices |
| Management And General | 1560819 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67588 | Total |
| Program Services | 5924 | ProgramServices |
| Management And General | 61633 | ManagementAndGeneral |
| Fundraising | 31 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645950 | Total |
| Fundraising | 645950 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21704655 | Total |
| Management And General | 21704655 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193941193 | Total |
| Program Services | 156556724 | ProgramServices |
| Management And General | 34714680 | ManagementAndGeneral |
| Fundraising | 2669789 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5396259 | Total |
| Program Services | 5189673 | ProgramServices |
| Management And General | 104263 | ManagementAndGeneral |
| Fundraising | 102323 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283220877 | Total |
| Program Services | 204392816 | ProgramServices |
| Management And General | 74134270 | ManagementAndGeneral |
| Fundraising | 4693791 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19796826 | Total |
| Program Services | 10831038 | ProgramServices |
| Management And General | 8602335 | ManagementAndGeneral |
| Fundraising | 363453 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7957476 | Total |
| Program Services | 2630282 | ProgramServices |
| Management And General | 5325528 | ManagementAndGeneral |
| Fundraising | 1666 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170006810 | Total |
| Program Services | 153739494 | ProgramServices |
| Management And General | 14477390 | ManagementAndGeneral |
| Fundraising | 1789926 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63310243 | Total |
| Program Services | 59142360 | ProgramServices |
| Management And General | 2575277 | ManagementAndGeneral |
| Fundraising | 1592606 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34476 | Total |
| Management And General | 34476 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10750343 | Total |
| Program Services | 9744666 | ProgramServices |
| Management And General | 904173 | ManagementAndGeneral |
| Fundraising | 101504 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65301599 | Total |
| Program Services | 59941301 | ProgramServices |
| Management And General | 5184992 | ManagementAndGeneral |
| Fundraising | 175306 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291732197 | Total |
| Program Services | 258305304 | ProgramServices |
| Management And General | 32336866 | ManagementAndGeneral |
| Fundraising | 1090027 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4574891 | Total |
| Program Services | 2759544 | ProgramServices |
| Management And General | 1805575 | ManagementAndGeneral |
| Fundraising | 9772 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAINTENANCE | 7399768 | 6316613 | 730247 | 352908 |
| PRINTING & PUBLICATION | 10915337 | 8518284 | 1377936 | 1019117 |
| SLAC NON-SALARY EXPENSE | 130528141 | 130412164 | 114545 | 1432 |
| RESEARCH SUBAWARDS | 64909884 | 64909884 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47904917 | Total |
| Program Services | 38262803 | ProgramServices |
| Management And General | 7240317 | ManagementAndGeneral |
| Fundraising | 2401797 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4300789168 | Total |
| Program Services | 3811387266 | ProgramServices |
| Management And General | 414614710 | ManagementAndGeneral |
| Fundraising | 74787192 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189657 | BOY |
| EOY | 167491 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1139898720 | BOY |
| EOY | 784275739 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707377611 | BOY |
| EOY | 644811377 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444590629 | BOY |
| EOY | 440131767 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5501528 | BOY |
| EOY | 4560843 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 529793653 | BOY |
| EOY | 527206208 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5809589 | BOY |
| EOY | 6051425 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75525835 | BOY |
| EOY | 56171680 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7571154544 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3363227809 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3826386774 | BOY |
| EOY | 4207926735 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4580667353 | BOY |
| EOY | 5545012603 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17666032541 | BOY |
| EOY | 19323631791 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28981773890 | BOY |
| EOY | 31539947659 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1648901274 | BOY |
| EOY | 1602081261 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556727769 | BOY |
| EOY | 584067049 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140179875 | BOY |
| EOY | 1466079607 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1568525771 | BOY |
| EOY | 1632353400 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 562019034 | BOY |
| EOY | 532261114 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5476353723 | BOY |
| EOY | 5816842431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12086362475 | BOY |
| EOY | 13485416232 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6032515369 | BOY |
| EOY | 6612755241 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5386542323 | BOY |
| EOY | 5624933755 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23505420167 | BOY |
| EOY | 25723105228 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28981773890 | BOY |
| EOY | 31539947659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 635720686 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1428176901 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 153787474 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | true | MediaAdvertisements |
| Media Advertisements | $2,785 | MediaAdvertisementsAmount |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $144,306 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $20,816 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $496,397 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $78,477 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $10,475 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 753256 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B - LOBBYING ACTIVITY EXPLANATION | Identifier |
| Return Reference | AN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES | ReturnReference |
| Explanation | 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 2012-2013, THE OFFICE CONSISTED OF FIVE 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 AND COMMUNITY RELATIONS STAFF INCLUDE CONTACTS BY LETTERS, PHONE CALLS AND MEETINGS WITH LEGISLATORS, MEMBERS OF THEIR STAFFS, OR OTHER GOVERNMENT OFFICIALS, AND MEETINGS WITH LOCAL CITIZENS REGARDING STANFORD ISSUES WITH LOCAL GOVERNMENTS. DURING FISCAL YEAR 2012-2013, 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: PROFESSIONAL FIDUCIARIES ACT; CLEAN ENERGY INNOVATION PROGRAM; PUBLIC GOODS CHARGE; BUDGET (CAL GRANT); CAP & TRADE FEE POLICY; STUDENT ATHLETE BILL OF RIGHTS; AND GENETIC INFORMATION PRIVACY ACT. FEDERAL ISSUES: STUDENT AID; TAXATION; REIMBURSEMENT OF FEDERAL RESEARCH COSTS; FUNDING LEVELS OF RESEARCH (E.G. NIH, DOE, NASA, DOD, NSF, NEH); FUNDING FOR SLAC NATIONAL ACCELERATOR LABORATORY; 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 $1,391,657. THE ESTIMATED TOTAL EXPENSES FOR LOBBYING ARE AS FOLLOWS: SALARIES AND BENEFITS $514,967 GENERAL OFFICE OVERHEAD $141,508 PAID CONSULTANT COALITION DUES $67,588 DUES TO MEMBER ORGANIZATIONS $8,507 TRAVEL $20,686 ___________ TOTAL $753,256 AMOUNTS APPEARING ON PART II-B ARE REASONABLE ESTIMATED ALLOCATIONS OF THE ABOVE EXPENSES. OCCASIONALLY STANFORD UNIVERSITY EMPLOYEES OUTSIDE THE GOVERNMENT AND COMMUNITY RELATIONS OFFICE MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THE UNIVERSITY. INCLUDING SUCH CONTACT, THE TOTAL AMOUNT SPENT BY STANFORD IN LOBBYING REPRESENTS AN INSIGNIFICANT PART OF THE UNIVERSITY'S TOTAL EXPENDITURES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 37 | NumberDAFsHeld |
| Number Funds Held | 34 | NumberFundsHeld |
| Donor Advised Contributions | 18725534 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 12897396 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 29316008 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 21842886 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 268317227 | AggregateDAFValue |
| Aggregate Fund Value | 114070984 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17035804000 | BeginningOfYearBalance |
| Contributions | 588438000 | Contributions |
| Investment Earnings Or Losses | 1985298000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 208922228 | GrantsOrScholarships |
| Other Expenditures | 711749772 | OtherExpenditures |
| End Of Year Balance | 18688868000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16502606000 | BeginningOfYearBalance |
| Contributions | 403858000 | Contributions |
| Investment Earnings Or Losses | 1000446000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 196918322 | GrantsOrScholarships |
| Other Expenditures | 674187678 | OtherExpenditures |
| End Of Year Balance | 17035804000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13851115000 | BeginningOfYearBalance |
| Contributions | 673440000 | Contributions |
| Investment Earnings Or Losses | 2763132000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 182421410 | GrantsOrScholarships |
| Other Expenditures | 602659590 | OtherExpenditures |
| End Of Year Balance | 16502606000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12619094000 | BeginningOfYearBalance |
| Contributions | 517078000 | Contributions |
| Investment Earnings Or Losses | 1569588000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 203694898 | GrantsOrScholarships |
| Other Expenditures | 650950102 | OtherExpenditures |
| End Of Year Balance | 13851115000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17214373000 | BeginningOfYearBalance |
| Contributions | 155359000 | Contributions |
| Investment Earnings Or Losses | -3470843000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 209983118 | GrantsOrScholarships |
| Other Expenditures | 1069811882 | OtherExpenditures |
| End Of Year Balance | 12619094000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.42730 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27690 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29580 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 98551448 | OtherCostOrOtherBasis |
| Book Value | 98551448 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5049871680 | OtherCostOrOtherBasis |
| Depreciation | 1961134491 | Depreciation |
| Book Value | 3088737189 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 156247522 | OtherCostOrOtherBasis |
| Depreciation | 146334114 | Depreciation |
| Book Value | 9913408 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1716170357 | OtherCostOrOtherBasis |
| Depreciation | 1255759204 | Depreciation |
| Book Value | 460411153 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 550313537 | OtherCostOrOtherBasis |
| Book Value | 550313537 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4207926735 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEE PART XIII | Description |
| Book Value | 19323631791 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19323631791 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEE PART XIII | Description |
| Amount | $532,261,114 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 532261114 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6190533000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1428176901 | NetUnrealizedGainsInvestments |
| Other Revenues | -176672510 | OtherRevenues |
| Revenue Not Rptd F990 | 1251504391 | RevenueNotRptdF990 |
| Revenue Subtotal | 4939028609 | RevenueSubtotal |
| Other Revenues Not Included | -2518755 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2518755 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4936509854 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3972849000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2519816 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2519816 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3970329184 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 88948255 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 241511729 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 330459984 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4300789168 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 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 STUDENTS FROM MOST FAMILIES WITH INCOMES LESS THAN $100,000. STUDENTS FROM MOST FAMILIES MAKING LESS THAN $60,000 WILL HAVE THE FULL COST OF ATTENDANCE (PRINCIPALLY TUITION, ROOM & BOARD, AND BOOKS) COVERED. FOR THE YEAR ENDED AUGUST 31, 2013, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $273,058,910 STUDENT FINANCIAL AID $208,922,228 LIBRARIES $17,171,654 SCHEDULE D, PART VI BALANCES AS REPORTED ON THE UNIVERSITY FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED TO COMPLY WITH 990 REPORTING REQUIREMENTS. SCHEDULE D, PART VII, INVESTMENTS - OTHER SECURITIES CASH & CASH EQUIVALENTS $1,303,198,884 COLLATERAL HELD FOR SECURITIES LOANED $57,810,018 DERIVATIVES $5,941,671 FIXED INCOME $1,273,525,101 REAL ESTATE $5,337,236,220 NATURAL RESOURCES $1,796,785,706 PRIVATE EQUITIES $5,361,599,142 ABSOLUTE RETURN $5,579,274,313 ASSETS HELD BY OTHER TRUSTEES $172,604,572 ------------------ $20,887,975,627 LESS HOSPITAL FUNDS INVESTED IN THE UNIVERSITY MERGED POOL ($1,729,581,683) ------------------ $19,158,393,944 ASSETS LIMITED AS TO USE HELD BY TRUSTEES $165,237,847 ------------------ $19,323,631,791 SCHEDULE D, PART X, LINE 1 DEPOSITS PAYABLE: COLLATERAL FOR SECURITIES LOANED $84,047,757 US GOVERNMENT REFUNDABLE LOAN FUNDS $54,018,782 INCOME BENEFICIARY SHARE OF SPLIT INTEREST AGREEMENTS $394,194,575 ---------------- $532,261,114 |
| SCHEDULE D, PART X, LINE 2 | STANFORD DID NOT REPORT A FIN 48 LIABILITY. | |
| SCHEDULE D, PART XI, LINE 2D | FINANCIAL AID ($241,511,729) | DECREASE IN PROVISION FOR POST RETIREMENT BENEFITS $145,927,000 PAYMENTS TO LIVING TRUST BENEFICIARIES ($36,717,572) NET HOSPITAL TRANSFERS $29,002,255 OTHER - PRINCIPALLY RECEIPTS FROM AFFILIATES NET OF GAINS ON DERIVATIVE TRANSACTIONS $15,575,791 INVESTMENT EXPENSE ($88,948,255) -------------- ($176,672,510) |
| SCHEDULE D, PART XI, LINE 4B | EXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B ($542,312) | COST OF GOODS SOLD FROM 990 PART VIII, LINE 10B ($1,978,303) FINANCIAL STATEMENT ROUNDING $1,860 ------------ ($2,518,755) |
| SCHEDULE D, PART XII LINE 2D | EXPENSES OF SPECIAL EVENTS FROM 990, PART VIII, LINE 8B $542,312 | COST OF GOODS SOLD FROM 990 PART VIII LINE 10B $1,978,303 FINANCIAL STATEMENT ROUNDING ($799) ------------ $2,519,816 SCHEDULE D, PART XIII LINE 4B FINANCIAL AID $241,511,729 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | false | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE E, LINE 3 | STANFORD MEETS THE CRITERIA OF SECTION 4.03.2(B) OF REV. PROC. 75-50 | THROUGH ADMISSION AND FINANCIAL AID OFFICES OUTREACH PROGRAMS WHICH PUBLICIZE STANFORD UNIVERSITY'S ACADEMIC OPPORTUNITIES AT SECONDARY AND POST-SECONDARY SCHOOLS THROUGHOUT THE UNITED STATES. |
| SCHEDULE E, LINE 6A | STANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND | CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS AND CONSTRUCTION GRANTS, AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (169 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 2 | 31 | Program Services | Study Abroad | 3891018 |
| Europe (Including Iceland and Greenland) | 5 | 90 | Program Services | Study Abroad | 7946569 |
| Russia and the Newly Independent States | 10 | Program Services | Study Abroad | 358155 | |
| South America | 1 | 20 | Program Services | Study Abroad | 1116757 |
| Sub-Saharan Africa | 1 | 14 | Program Services | Study Abroad | 861841 |
| East Asia and the Pacific | 1 | 10 | Program Services | Interdisciplinary Cent | 2487295 |
| East Asia and the Pacific | Program Services | Foreign Travel: Athle | 1193 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Athle | 3649 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Acade | 7963 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Acade | 175945 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Acade | 365288 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Acade | 17969 | ||
| North America | Program Services | Foreign Travel: Acade | 62654 | ||
| Russia and the Newly Independent States | Program Services | Foreign Travel: Acade | 26526 | ||
| South America | Program Services | Foreign Travel: Acade | 13799 | ||
| South Asia | Program Services | Foreign Travel: Acade | 2269 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Acade | 16502 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Admin | 71022 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Admin | 161267 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Admin | 17849 | ||
| North America | Program Services | Foreign Travel: Admin | 76026 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Admin | 82 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Clini | 4073 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Clini | 48880 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Clini | 97553 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Clini | 11902 | ||
| North America | Program Services | Foreign Travel: Clini | 30260 | ||
| South America | Program Services | Foreign Travel: Clini | 2520 | ||
| South Asia | Program Services | Foreign Travel: Clini | 13739 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Clini | 19215 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Educa | 190804 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Educa | 2789791 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Educa | 6308939 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Educa | 469407 | ||
| North America | Program Services | Foreign Travel: Educa | 667772 | ||
| Russia and the Newly Independent States | Program Services | Foreign Travel: Educa | 141447 | ||
| South America | Program Services | Foreign Travel: Educa | 328960 | ||
| South Asia | Program Services | Foreign Travel: Educa | 313552 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Educa | 254677 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Exter | 8618 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Exter | 48465 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Exter | 50808 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Exter | 7780 | ||
| North America | Program Services | Foreign Travel: Exter | 8919 | ||
| Russia and the Newly Independent States | Program Services | Foreign Travel: Exter | 764 | ||
| South Asia | Program Services | Foreign Travel: Exter | 21777 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Exter | 3841 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Libra | 1519 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Libra | 167425 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Libra | 492546 | ||
| North America | Program Services | Foreign Travel: Libra | 32683 | ||
| South America | Program Services | Foreign Travel: Libra | 9448 | ||
| South Asia | Program Services | Foreign Travel: Libra | 10149 | ||
| Antarctica | Program Services | Foreign Travel: Resea | 1371 | ||
| Central America and the Caribbean | Program Services | Foreign Travel: Resea | 49817 | ||
| East Asia and the Pacific | Program Services | Foreign Travel: Resea | 1472712 | ||
| Europe (Including Iceland and Greenland) | Program Services | Foreign Travel: Resea | 3319482 | ||
| Middle East and North Africa | Program Services | Foreign Travel: Resea | 175132 | ||
| North America | Program Services | Foreign Travel: Resea | 303139 | ||
| Russia and the Newly Independent States | Program Services | Foreign Travel: Resea | 168681 | ||
| South America | Program Services | Foreign Travel: Resea | 167832 | ||
| South Asia | Program Services | Foreign Travel: Resea | 176428 | ||
| Sub-Saharan Africa | Program Services | Foreign Travel: Resea | 290386 | ||
| Central America and the Caribbean | Program Services | Education | 27501 | ||
| East Asia and the Pacific | 1 | Program Services | Education | 453454 | |
| Europe (Including Iceland and Greenland) | Program Services | Education | 182551 | ||
| Middle East and North Africa | Program Services | Education | 96507 | ||
| North America | Program Services | Education | 9253 | ||
| South America | Program Services | Education | 191973 | ||
| South Asia | Program Services | Education | 64943 | ||
| Sub-Saharan Africa | 1 | 5 | Program Services | Education | 1195575 |
| Antarctica | Program Services | Education: Travel Stu | 263015 | ||
| Central America and the Caribbean | Program Services | Education: Travel Stu | 1058283 | ||
| East Asia and the Pacific | Program Services | Education: Travel Stu | 3155293 | ||
| Europe (Including Iceland and Greenland) | Program Services | Education: Travel Stu | 3620674 | ||
| Middle East and North Africa | Program Services | Education: Travel Stu | 1202532 | ||
| North America | Program Services | Education: Travel Stu | 802833 | ||
| Russia and the Newly Independent States | Program Services | Education: Travel Stu | 1411706 | ||
| South America | Program Services | Education: Travel Stu | 1618731 | ||
| South Asia | Program Services | Education: Travel Stu | 738106 | ||
| Sub-Saharan Africa | Program Services | Education: Travel Stu | 841136 | ||
| Central America and the Caribbean | Program Services | Education: Executive | 223 | ||
| East Asia and the Pacific | Program Services | Education: Executive | 444321 | ||
| Europe (Including Iceland and Greenland) | 3 | Program Services | Education: Executive | 385862 | |
| Middle East and North Africa | Program Services | Education: Executive | 84793 | ||
| North America | Program Services | Education: Executive | 204014 | ||
| Russia and the Newly Independent States | Program Services | Education: Executive | 9070 | ||
| South America | 1 | Program Services | Education: Executive | 124786 | |
| South Asia | Program Services | Education: Executive | 108993 | ||
| Sub-Saharan Africa | Program Services | Education: Executive | 4282 | ||
| Antarctica | Program Services | Research | 138 | ||
| Central America and the Caribbean | 1 | Program Services | Research | 322285 | |
| East Asia and the Pacific | 6 | Program Services | Research | 1087306 | |
| Europe (Including Iceland and Greenland) | 13 | Program Services | Research | 1568938 | |
| Middle East and North Africa | 3 | Program Services | Research | 91876 | |
| North America | 2 | Program Services | Research | 127836 | |
| Russia and the Newly Independent States | Program Services | Research | 2509 | ||
| South America | 4 | Program Services | Research | 325358 | |
| South Asia | 2 | Program Services | Research | 437366 | |
| Sub-Saharan Africa | 4 | Program Services | Research | 1391544 | |
| East Asia and the Pacific | Program Services | Research Sub-award Con | 186205 | ||
| Europe (Including Iceland and Greenland) | Program Services | Research Sub-award Con | 1545786 | ||
| North America | Program Services | Research Sub-award Con | 622120 | ||
| East Asia and the Pacific | Grantmaking | Research Sub-awards Gr | 501326 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Research Sub-awards Gr | 4104631 | ||
| Middle East and North Africa | Grantmaking | Research Sub-awards Gr | 112811 | ||
| North America | Grantmaking | Research Sub-awards Gr | 997917 | ||
| South Asia | Grantmaking | Research Sub-awards Gr | 621970 | ||
| Sub-Saharan Africa | Grantmaking | Research Sub-awards Gr | 318045 | ||
| East Asia and the Pacific | Grantmaking | Loan Forgiveness | 9500 | ||
| South Asia | Grantmaking | Loan Forgiveness | 10991 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Stipends | 112728 | ||
| East Asia and the Pacific | Grantmaking | Stipends | 664000 | ||
| Central America and the Caribbean | Grantmaking | Student fee Scholarshi | 2700 | ||
| East Asia and the Pacific | Grantmaking | Student fee Scholarshi | 6300 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Student fee Scholarshi | 5700 | ||
| Middle East and North Africa | Grantmaking | Student fee Scholarshi | 5700 | ||
| North America | Grantmaking | Student fee Scholarshi | 4800 | ||
| South America | Grantmaking | Student fee Scholarshi | 6900 | ||
| Sub-Saharan Africa | Grantmaking | Student fee Scholarshi | 3600 | ||
| Central America and the Caribbean | Grantmaking | Service Learning | 15250 | ||
| East Asia and the Pacific | Grantmaking | Service Learning | 38100 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Service Learning | 11500 | ||
| Middle East and North Africa | Grantmaking | Service Learning | 15000 | ||
| Russia and the Newly Independent States | Grantmaking | Service Learning | 7350 | ||
| South America | Grantmaking | Service Learning | 11100 | ||
| South Asia | Grantmaking | Service Learning | 15300 | ||
| Sub-Saharan Africa | Grantmaking | Service Learning | 74400 | ||
| Central America and the Caribbean | Grantmaking | Undergraduate research | 12550 | ||
| East Asia and the Pacific | Grantmaking | Undergraduate research | 33570 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Undergraduate research | 131400 | ||
| Middle East and North Africa | Grantmaking | Undergraduate research | 8500 | ||
| Russia and the Newly Independent States | Grantmaking | Undergraduate research | 9000 | ||
| South America | Grantmaking | Undergraduate research | 32480 | ||
| South Asia | Grantmaking | Undergraduate research | 16000 | ||
| Sub-Saharan Africa | Grantmaking | Undergraduate research | 38500 | ||
| Sub-Saharan Africa | Grantmaking | Community & Int'l Serv | 35000 | ||
| East Asia and the Pacific | Grantmaking | Community & Int'l Serv | 42000 | ||
| Europe (Including Iceland and Greenland) | Grantmaking | Community & Int'l Serv | 35000 | ||
| Central America and the Caribbean | Grantmaking | Impact Abroad Travel S | 22750 | ||
| East Asia and the Pacific | Grantmaking | Impact Abroad Travel S | 15500 | ||
| East Asia and the Pacific | Grantmaking | Student Aid | 321119 | ||
| Central America and the Caribbean | Investments | 7948570064 | |||
| East Asia and the Pacific | Investments | 860620220 | |||
| Europe (Including Iceland and Greenland) | Investments | 1220494985 | |||
| Middle East and North Africa | Investments | 3114273 | |||
| North America | Investments | 339550920 | |||
| Russia and the Newly Independent States | Investments | -1017725 | |||
| South America | Investments | 18809169 | |||
| South Asia | Investments | 41729261 | |||
| Sub-Saharan Africa | Investments | 203465874 | |||
| Central America and the Caribbean | Investment | Management Expense | 4519081 | ||
| Europe (Including Iceland and Greenland) | Investment | Management Expense | 326851 | ||
| North America | Investment | Management Expense | 1125394 | ||
| Sub-Saharan Africa | Investment | Management Expense | 824463 | ||
| Central America and the Caribbean | Investments | Foreign Travel | 2619 | ||
| East Asia and the Pacific | Investments | Foreign Travel | 407606 | ||
| Europe (Including Iceland and Greenland) | Investments | Foreign Travel | 188779 | ||
| North America | Investments | Foreign Travel | 41476 | ||
| South America | Investments | Foreign Travel | 109562 | ||
| Sub-Saharan Africa | Investments | Foreign Travel | 37351 | ||
| East Asia and the Pacific | Fundraising | Foreign Travel: Fundr | 188466 | ||
| Europe (Including Iceland and Greenland) | Fundraising | Foreign Travel: Fundr | 113748 | ||
| Middle East and North Africa | Fundraising | Foreign Travel: Fundr | 1309 | ||
| North America | Fundraising | Foreign Travel: Fundr | 4322 | ||
| South America | Fundraising | Foreign Travel: Fundr | 6270 | ||
| South Asia | Fundraising | Foreign Travel: Fundr | 1583 | ||
| East Asia and the Pacific | Fundraising | Fundraising Admin | 1323 | ||
| Europe (Including Iceland and Greenland) | Fundraising | Fundraising Admin | 183636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 10 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 175 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 1 | ContNumberOfOffices |
| Cont Number Of Employees | 45 | ContNumberOfEmployees |
| Total Number Of Offices | 11 | TotalNumberOfOffices |
| Total Number Of Employees | 220 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 17355392 | SubtotalAmountSpent |
| Cont Amount Spent | 10696871004 | ContAmountSpent |
| Total Amount Spent | 10714226396 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (38 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| East Asia and the Pacific | Research Sub-award | 286267 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 10005 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 58867 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 58828 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 25000 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 5489 | Check/wire |
| East Asia and the Pacific | Research Sub-award | 56870 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 60960 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 255052 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 186759 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 185893 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 43275 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 361656 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 2090023 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 57777 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 28936 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 50160 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 149723 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 150308 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 107151 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 130563 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 71678 | Check/wire |
| Europe (Including Iceland and Greenland) | Research Sub-award | 174717 | Check/wire |
| Middle East and North Africa | Research Sub-award | 14950 | Check/wire |
| Middle East and North Africa | Research Sub-award | 40221 | Check/wire |
| Middle East and North Africa | Research Sub-award | 54727 | Check/wire |
| North America | Research Sub-award | 315209 | Check/wire |
| North America | Research Sub-award | 13401 | Check/wire |
| North America | Research Sub-award | 84687 | Check/wire |
| North America | Research Sub-award | 306469 | Check/wire |
| North America | Research Sub-award | 65844 | Check/wire |
| North America | Research Sub-award | 212307 | Check/wire |
| South Asia | Research Sub-award | 394662 | Check/wire |
| South Asia | Research Sub-award | 184138 | Check/wire |
| South Asia | Research Sub-award | 43170 | Check/wire |
| Sub-Saharan Africa | Research Sub-award | 153322 | Check/wire |
| Sub-Saharan Africa | Research Sub-award | 15650 | Check/wire |
| Sub-Saharan Africa | Research Sub-award | 149073 | Check/wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 30 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 8 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (33 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Stipend | Europe (Including Iceland and Greenland) | 48 | 112728 | check/eft |
| Stipend | East Asia and the Pacific | 9 | 664000 | check/eft |
| Student fee Scholarship | Central America and the Caribbean | 6 | 2700 | check/eft |
| Student fee Scholarship | East Asia and the Pacific | 14 | 6300 | check/eft |
| Student fee Scholarship | Europe (Including Iceland and Greenland) | 13 | 5700 | check/eft |
| Student fee Scholarship | Middle East and North Africa | 11 | 5700 | check/eft |
| Student fee Scholarship | North America | 6 | 4800 | check/eft |
| Student fee Scholarship | South America | 12 | 6900 | check/eft |
| Student fee Scholarship | Sub-Saharan Africa | 10 | 3600 | check/eft |
| Service Learning Fellowships | Central America and the Caribbean | 3 | 15250 | eft |
| Service Learning Fellowships | East Asia and the Pacific | 6 | 38100 | eft |
| Service Learning Fellowships | Europe (Including Iceland and Greenland) | 2 | 11500 | EFT |
| Service Learning Fellowships | Middle East and North Africa | 3 | 15000 | EFT |
| Service Learning Fellowships | Russia and the Newly Independent States | 1 | 7350 | EFT |
| Service Learning Fellowships | South America | 2 | 11100 | EFT |
| Service Learning Fellowships | South Asia | 3 | 15300 | EFT |
| Service Learning Fellowships | Sub-Saharan Africa | 14 | 74400 | EFT |
| Research Grants - Undergraduate | Central America and the Caribbean | 6 | 12550 | EFT |
| Research Grants - Undergraduate | East Asia and the Pacific | 9 | 33570 | eft |
| Research Grants - Undergraduate | Europe (Including Iceland and Greenland) | 26 | 131400 | EFT |
| Research Grants - Undergraduate | Middle East and North Africa | 2 | 8500 | EFT |
| Research Grants - Undergraduate | Russia and the Newly Independent States | 2 | 9000 | EFT |
| Research Grants - Undergraduate | South America | 10 | 32480 | EFT |
| Research Grants - Undergraduate | South Asia | 4 | 16000 | EFT |
| Research Grants - Undergraduate | Sub-Saharan Africa | 10 | 38500 | EFT |
| Community & Int'l Service Fellowships | Sub-Saharan Africa | 1 | 35000 | check/EFT |
| Community & Int'l Service Fellowships | East Asia and the Pacific | 2 | 42000 | check/EFT |
| Community & Int'l Service Fellowships | Europe (Including Iceland and Greenland) | 1 | 35000 | check/EFT |
| Impact Abroad Travel Stipend | Central America and the Caribbean | 12 | 22750 | check/EFT |
| Impact Abroad Travel Stipend | East Asia and the Pacific | 8 | 15500 | check/EFT |
| Student Aid | East Asia and the Pacific | 40 | 321119 | EFT |
| Loan Forgiveness | East Asia and the Pacific | 1 | 9500 | check |
| Loan Forgiveness | South Asia | 2 | 10991 | check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | true | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I: GENERAL INFORMATION ON ACTIVITIES OUTSIDE OF THE US | PART I, COLUMN A | PART I, LINE 2: DESCRIBE IN 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 TEACHING, RESEARCH AND PATIENT CARE ACTIVITIES. HOWEVER, IN THE COURSE OF THESE MISSION-BASED ACTIVITIES, THE UNIVERSITY DOES MAKE PAYMENTS THAT MEET THE CRITERIA FOR 'GRANTMAKING' AS DEFINED BY THE INSTRUCTIONS TO IRS 990 SCHEDULE F. PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF THE U.S. ARE PRINCIPALLY GOVERNED BY THE PURPOSE FOR WHICH THE FUNDS WERE GRANTED: FINANCIAL AID: SCHOLARSHIPS, STIPENDS AND FELLOWSHIPS FOR MOST U.S. INSTITUTIONS OF HIGHER EDUCATION, PROVISION OF FINANCIAL AID TO STUDENTS IS AN IMPORTANT ACTIVITY ENABLING QUALIFIED STUDENTS TO OBTAIN A COLLEGE EDUCATION AT THE UNDERGRADUATE, GRADUATE OR POSTDOCTORAL LEVEL. STANFORD IS COMMITTED TO A "NEED-BLIND" ADMISSION POLICY FOR U.S. CITIZENS AND PERMANENT RESIDENTS; IT ADMITS QUALIFIED STUDENTS WITHOUT REGARD TO THEIR ABILITY TO PAY, AND PROVIDES A COMPREHENSIVE FINANCIAL AID PROGRAM FOR ALL ADMITTED STUDENTS WHO HAVE UNIVERSITY-COMPUTED NEED, AND WHO MEET STATED FINANCIAL AID ELIGIBILITY REQUIREMENTS. FOR THE FISCAL YEAR, ENDED AUGUST 31, 2013, 84% (5,862) OF UNDERGRADUATE AND 83% (7,376) OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID, WITH A TOTAL OF $368,969,747 OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. APPROXIMATELY 66% OF THIS AID TOOK THE FORM OF TRANSFERS FROM INTERNAL UNIVERSITY FUNDS TO OFFSET TUITION AND OTHER UNIVERSITY CHARGES THAT WOULD OTHERWISE HAVE BEEN RECEIVED BY THE UNIVERSITY. THE BALANCE OF $127,458,018 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: STANFORD'S HAAS CENTER FOR PUBLIC SERVICE MANAGES A PROGRAM TO ENGAGE STANFORD STUDENTS IN SERVICE LEARNING OPPORTUNITIES. THESE PLACEMENTS ARE CLOSELY MONITORED BY PROGRAM OFFICERS PRIOR TO AND AFTER THEY OCCUR, TO ASSURE MAXIMUM BENEFIT OF THE LEARNING EXPERIENCE. FELLOWSHIPS PLACEMENTS OUTSIDE OF THE U.S. FOR WHICH STUDENTS RECEIVED SUPPORT ARE REPORTED IN PART III. 3. SCHOLARSHIPS: STANFORD MANAGES A CONSORTIUM LANGUAGE PROGRAM LOCATED IN THE EAST ASIA/PACIFIC REGION ON BEHALF OF SEVERAL U.S. UNIVERSITIES. SCHOLARSHIPS TO ATTEND THIS PROGRAM ARE AWARDED BY THE CONSORTIUM, AND ARE DISBURSED FROM STANFORD DIRECTLY TO THE IN-COUNTRY CONSORTIUM PROGRAM OFFICE. THESE AMOUNTS ARE REPORTED IN PART III. 4. OVERSEAS STUDIES PROGRAM-INTERNSHIP STIPENDS: AS PART OF ITS UNDERGRADUATE OVERSEAS STUDY PROGRAM, THE UNIVERSITY IS ABLE TO PLACE ELIGIBLE STANFORD STUDENTS IN LOCAL INTERNSHIPS FOR 3-6 MONTHS. STUDENTS ARE PAID A STIPEND TO COVER THEIR HOUSING, FOOD AND LIVING EXPENSES. UNIVERSITY PROGRAM MANAGERS IN THESE COUNTRIES WORK WITH RECIPIENT ORGANIZATIONS TO MONITOR STUDENT PERFORMANCE AND PROVIDE FEEDBACK. THESE AMOUNTS ARE REPORTED IN PART III AS GRANTS TO INDIVIDUALS, LIVING OUTSIDE OF THE U.S. THE IN-COUNTRY EXPENDITURES RELATING TO EACH OF THE OVERSEAS STUDIES CENTERS ARE REPORTED IN PART I, LINE 3 AS A PROGRAM ACTIVITY. A VERY SMALL PROPORTION OF THOSE EXPENSES ARE REPRESENTED BY CASH PAYMENTS TO STUDENTS FOR PER DIEM MEAL ALLOWANCES. THESE HAVE BEEN INCLUDED AS PROGRAM ACTIVITY EXPENSES, NOT AS GRANTS TO INDIVIDUALS. 5. LOAN FORGIVENESS: THE AMOUNT REPORTED IN PART III REPRESENTS A PAYMENT MADE UNDER STANFORD'S GRADUATE SCHOOL OF BUSINESS (GSB) INTERNATIONAL OR NON-PROFIT LOAN FORGIVENESS PROGRAMS. THESE PROGRAMS ARE PART OF THE GSB'S BROADER GOAL TO HAVE GREATER INTERNATIONAL IMPACT AND TO INCREASE ACCESS TO GLOBAL OPPORTUNITIES. ELIGIBILITY FOR BOTH PROGRAMS IS MONITORED BY THE GSB FINANCIAL AID OFFICE, AND SINCE THE PROGRAMS ARE GIFT-FUNDED, THE UNIVERSITY IS REQUIRED TO DEMONSTRATE THAT IT HAS USED THE FUNDS IN ACCORDANCE WITH DONOR RESTRICTIONS. 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 INSTRUCTION, 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 TEACHING, RESEARCH AND PATIENT CARE. FOR FINANCIAL STATEMENT PURPOSES, EXPENDITURES ARE REPORTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE STATEMENT OF ACTIVITIES REPORTS BY COST OBJECT (SALARIES & BENEFITS, DEPRECIATION AND OTHER OPERATING EXPENSES), WITH ADDITIONAL DISCLOSURE AS TO FUNCTIONAL BASIS OF EXPENDITURES. STUDY ABROAD: 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-EXECUTIVE AND PROFESSIONAL DEVELOPMENT: STANFORD'S GRADUATE SCHOOLS OFFER EXECUTIVE EDUCATION PROGRAMS TO FACILITATE LIFE-LONG PROFESSIONAL LEARNING, AND DISSEMINATION OF CURRENT RESEARCH FINDINGS. EDUCATION-TRAVEL/STUDY PROGRAM: 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 2012 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 SELF-IDENTIFIED STUDENT RECIPIENTS, OR OTHER SELF-IDENTIFIED STUDENT RECIPIENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| MICHELE WACHS | 1017 EL CAMINO REAL 392 | REDWOOD CITY | CA | 94063 | FUNDRAISING SERVICES | false | 681500 | 47500 | 634000 |
| RUFFALOCODY | 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | STDNT PHONE APPEAL | false | 1495000 | 589700 | 905300 |
| NIKKI NOBLE | 990 CAROLINA STREET | SAN FRANCISCO | CA | 94107 | PHILOSOPHY TALK WORK | false | 13692 | 8750 | 4942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2190192 | TotalGrossReceipts |
| Total Retained By Contractors | 645950 | TotalRetainedByContractors |
| Total Net To Organization | 1544242 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | UNDER ONE LUNCH | NameOfEvent1 |
| Gross Receipts Event1 | 936292 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 914104 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22188 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 12984 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 150042 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RODIN MOONLIGHT | NameOfEvent2 |
| Gross Receipts Event2 | 427226 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 427226 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 110748 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 157576 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 157576 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 12884 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 255654 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1521094 | GrossReceiptsTotal |
| Charitable Contributions Total | 914104 | CharitableContributionsTotal |
| Gross Revenue Total Events | 606990 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 25868 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 516444 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 542312 | DirectExpenseSummaryEvents |
| Net Income Summary | 64678 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (41 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Science and Environmental Policy Project | |||||||
| 1600 S Eads St | S Arlington | VA | 222022907 | 541645372 | 501(c)(3) | 10000 | GENERAL GRANT |
| TRUSTEES FOR HARVARD UNIVERSITY | |||||||
| 124 Mt Auburn St | Cambridge | MA | 02138 | 530199180 | 501(c)(3) | 200000 | GENERAL GRANT |
| Chabad Jewish Center of Santa Fe | |||||||
| 242 W San Mateo Rd | Santa Fe | NM | 87505 | 850446049 | 501(c)(3) | 20000 | GENERAL GRANT |
| St John's College in Santa Fe | |||||||
| 1160 Cam de Cruz Blanca | Santa Fe | NM | 875054599 | 850162247 | 501(c)(3) | 150000 | VARIOUS |
| UCSB INSTITUTE FOR ENERGY EFFICIENCY | |||||||
| UCSB | Santa Barbara | CA | 931061130 | 237314834 | 501(c)(3) | 100000 | VARIOUS |
| Second Harvest Food Bank | |||||||
| 750 Curtner Ave | San Jose | CA | 95125 | 942614101 | 501(c)(3) | 25000 | GENERAL GRANT |
| Schwab Charitable Fund | |||||||
| 211 Main St | San Francisco | CA | 94105 | 311640316 | 501(c)(3) | 1110000 | VARIOUS |
| Portland State University | |||||||
| PO BOX 751-DEV | Portland | OR | 97207 | 930619733 | 501(c)(3) | 75000 | Support an endowment for the Stampfer Professor of |
| Oakland Children's Fairyland | |||||||
| 699 Bellevue Ave | Oakland | CA | 94610 | 943209054 | 501(c)(3) | 25000 | GENERAL GRANT |
| Girls Incorporated of Alameda County | |||||||
| 13666 E 14th St | San Leandro | CA | 94578 | 941558073 | 501(c)(3) | 50000 | GENERAL GRANT |
| Mills College | |||||||
| 5000 MacArthur Blvd | Oakland | CA | 946131301 | 941156566 | 501(c)(3) | 25000 | VARIOUS |
| AMERICAN COMM FOR THE WEIZMANN INST OF SCIENCE | |||||||
| 1166 AVE OF AMERICAS | NEW YORK | NY | 10036 | 131623886 | 501(c)(3) | 10000000 | GENERAL GRANT |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 7338 | LONG BEACH | CA | 90807 | 951643981 | 501(c)(3) | 25000 | GENERAL GRANT |
| GRINNELL COLLEGE THE PIONEER FUND | |||||||
| 733 BROAD ST | GRINNELL | IA | 501121690 | 420680387 | 501(c)(3) | 62500 | GENERAL GRANT |
| HEARTLAND INSTITUTE | |||||||
| 19 SOUTH LASALLE ST | CHICAGO | IL | 60603 | 363309812 | 501(c)(3) | 10000 | GENERAL GRANT |
| OPERATION GRATITUDE | |||||||
| 16444 REFUGIO RD | ENCINO | CA | 914363740 | 200103575 | 501(C)(3) | 25000 | GENERAL GRANT |
| ST VINCENT HOSPITAL FOUNDATION | |||||||
| 455 ST MICHAELS DR | SANTA FE | MN | 87505 | 850106941 | 501(C)(3) | 25000 | GENERAL GRANT |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 202121739 | 501(C)(3) | 250000 | GENERAL GRANT |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | 141338580 | 501(C)(3) | 30000 | GENERAL GRANT |
| WOMENONE LTD | |||||||
| 19 E 88TH ST | NEW YORK | NY | 10128 | 263679243 | 501(C)(3) | 50000 | GENERAL GRANT |
| AMERICAN UNITED FOR SEPERATION OF CHURCH & STATE | |||||||
| 1301 K ST NW STE 850E | WASHINGTON | DC | 20005 | 530184647 | 501(C)(3) | 10000 | GENERAL GRANT |
| CAL POLY ENGINEERING | |||||||
| CAL POLY STATE UNIV | SAN LOUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | 10000 | GENERAL GRANT |
| CHILDREN'S HEALTH COUNCIL | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | 941312311 | 501(C)(3) | 10000 | GENERAL GRANT |
| CHILDREN'S HOSPITAL & RESEARCH CENTER FDN | |||||||
| 2201 BROADWAY STE 600 | OAKLAND | CA | 94612 | 941312311 | 501(C)(3) | 10000 | GENERAL GRANT |
| DENNISON UNIVERSITY | |||||||
| PO BOX 716 | GRANVILLE | OH | 430230716 | 314379459 | 501(C)(3) | 10000 | VARIOUS |
| GREATER TWIN CITIES UNITED WAY | |||||||
| PO BOX 2949 | MINNEAPOLIS | MN | 55402 | 411973442 | 501(C)(3) | 30000 | GENERAL GRANT |
| THE CENTER FOR JEWISH CAMPUS LIFE INC | |||||||
| PO BOX 20526 | STANFORD | CA | 94309 | 770492512 | 501(C)(3) | 10000 | GENERAL GRANT |
| INTERNATIONAL MENTAL HEALTH RESEARCH ORG | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | 680359707 | 501(C)(3) | 25000 | GENERAL GRANT |
| JOHNS HOPKINS CHILDREN'S CENTER | |||||||
| 100 N CHARLES ST | BALTIMORE | MD | 21201 | 520595110 | 501(C)(3) | 10000 | GENERAL GRANT |
| KEYS SCHOOL | |||||||
| 2890 MIDDLEFIELD RD | PALO ALTO | CA | 94306 | 942240127 | 501(C)(3) | 25000 | GENERAL GRANT |
| LUCILE PACKARD FOUND FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE | PALO ALTO | CA | 94301 | 770440090 | 501(C)(3) | 1000000 | GENERAL GRANT |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | 100000 | GENERAL GRANT |
| MENLO PARK PRESBYTERIAN CHURCH | |||||||
| 950 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 941167435 | 501(C)(3) | 10000 | GENERAL GRANT |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 420 MONGOMERY ST | SAN FRANCISCO | CA | 94104 | 941156300 | 501(C)(3) | 1226538 | VARIOUS |
| SUMMER SEARCH | |||||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | 680200133 | 501(C)(3) | 17000 | GENERAL GRANT |
| UNHCR-THE UN REFUGEE AGENCY | |||||||
| 1225 CONNECTICUT AVE | WASHINGTON | DC | 20036 | 521662800 | 501(C)(3) | 10000 | GENERAL GRANT |
| VALLEY PRESBYTERIAN CHURCH | |||||||
| 945 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | 941556664 | 501(C)(3) | 7500 | GENERAL GRANT |
| LUCILE SALTER PACKARD CHILD HOSP STANFORD | |||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | 11000000 | VARIOUS |
| STANFORD HOSPITAL AND CLINICS | |||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94305 | 946174066 | 501(C)(3) | 275000 | VARIOUS |
| 1990 INSTITUTE | |||||||
| PO BOX 1681 | BURLINGAME | CA | 94011 | 943112912 | 501(C)(3) | 8000 | VARIOUS |
| STANFORD SCHOOLS CORPORATION | |||||||
| 475 POPE ST | MENLO PARK | CA | 94025 | 202699147 | 501(C)(3) | 903100 | GENERAL GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 41 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR STUDENTS | TypeOfGrant |
| Number Of Recipients | 13238 | NumberOfRecipients |
| Amount Of Cash Grant | 367192547 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND ASSISTANCE | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| Explanation | 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 84% OF UNDERGRADUATES RECEIVED SOME FORM OF FINANCIAL ASSISTANCE DURING THE TAX YEAR AS WELL AS 83% OF ALL GRADUATE STUDENTS from stanford and other sources. THE TOTAL FINANCIAL AID INCLUDES $241,511,729 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $127,458,018 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $1,777,200 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 AND THE CONTROLLER'S OFFICE PRIOR TO PAYMENT. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN HENNESSY | |||||||||||||
| PRESIDENT/TRUSTEE | 765668 | 0 | 10013 | 148933 | 0 | 142952 | 0 | 1067566 | 0 | 0 | 0 | ||
| JOHN ETCHEMENDY | |||||||||||||
| PROVOST | 566291 | 0 | 480 | 221252 | 0 | 74292 | 0 | 892315 | 0 | 0 | 0 | 30000 | |
| RANDALL LIVINGSTON | |||||||||||||
| VP BUS AFFAIRS/CFO | 525808 | 0 | 542 | 97451 | 0 | 57658 | 0 | 681459 | 0 | 0 | 0 | ||
| MARTIN SHELL | |||||||||||||
| VP DEVELOPMENT | 545565 | 0 | 54860 | 75954 | 0 | 46328 | 0 | 792707 | 0 | 0 | 0 | 70000 | |
| DEBRA ZUMWALT | |||||||||||||
| VP GENERAL COUNSEL | 550952 | 0 | 174391 | 0 | 23757 | 0 | 769100 | 0 | 0 | 0 | 20000 | ||
| ROBERT C REIDY | |||||||||||||
| VP LAND, BUILDINGS & REAL EST | 374725 | 0 | 228316 | 0 | 49669 | 0 | 962710 | 0 | 0 | 0 | 310000 | ||
| DAVID DEMAREST | |||||||||||||
| VP PUBLIC AFFAIRS | 323098 | 0 | 30635 | 83601 | 0 | 33041 | 0 | 475375 | 0 | 0 | 0 | 5000 | |
| HOWARD WOLF | |||||||||||||
| PRES. OF STANFORD ALUM. ASSOC. | 318780 | 0 | 592 | 125000 | 0 | 30938 | 0 | 524810 | 0 | 0 | 0 | 49500 | |
| WILLIAM MADIA | |||||||||||||
| VP SLAC NAL | 353500 | 0 | 36332 | 22062 | 0 | 1727 | 0 | 525621 | 0 | 0 | 0 | 112000 | |
| DAVID JONES | |||||||||||||
| VP HUMAN RESOURCES | 296927 | 0 | 23410 | 0 | 21287 | 0 | 366624 | 0 | 0 | 0 | 25000 | ||
| JOHN POWERS | |||||||||||||
| PRESIDENT, STANFORD MGNT CO. | 802743 | 0 | 601971 | 1078889 | 0 | 24755 | 0 | 3568358 | 0 | 516271 | 0 | 1060000 | 0 |
| PHILIP A PIZZO | |||||||||||||
| DEAN,SCH OF MED(UNTIL 12/1/12) | 656396 | 0 | 14369 | 268223 | 0 | 25816 | 0 | 964804 | 0 | 0 | 0 | ||
| LLOYD B MINOR | |||||||||||||
| DEAN,SCH OF MED(SINCE 12/1/12) | 376771 | 0 | 54534 | 0 | 0 | 29784 | 0 | 763953 | 0 | 0 | 0 | 302864 | |
| RICHARD SALLER | |||||||||||||
| DEAN SCHOOL OF HUM & SCIENCES | 483794 | 0 | 43565 | 23600 | 0 | 10383 | 0 | 569842 | 0 | 0 | 0 | 8500 | |
| FRANK HANLEY | |||||||||||||
| CHIEF, PED CARDIOTHORACIC | 567645 | 0 | 2159 | 25000 | 0 | 19899 | 0 | 1939703 | 0 | 0 | 0 | 1325000 | |
| GARY STEINBERG | |||||||||||||
| CHAIR, NEUROSURGERY | 601593 | 0 | 24941 | 0 | 20801 | 0 | 1316696 | 0 | 0 | 0 | 669361 | ||
| THOMAS KRUMMEL | |||||||||||||
| CHAIR, SURGERY | 533668 | 0 | 25000 | 0 | 28110 | 0 | 1080076 | 0 | 0 | 0 | 493298 | ||
| TARA VANDERVEER | |||||||||||||
| Coach | 504770 | 0 | 1725187 | 374924 | 0 | 9787 | 0 | 2711231 | 0 | 0 | 0 | 96563 | |
| DAVID SHAW | |||||||||||||
| Coach | 1175288 | 0 | 48046 | 471479 | 0 | 27853 | 0 | 2012666 | 0 | 0 | 0 | 290000 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE 1A | TRAVEL POLICY | STANFORD UNIVERSITY TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL. IN ORDER TO BE REIMBURSED ON A TAX-FREE BASIS EMPLOYEES ARE REQUIRED TO COMPLY WITH THE ACCOUNTABLE PLAN RULES UNDER I.R.C. SECTION 62. UNIVERSITY OFFICERS AND OTHER INDIVIDUALS ENUMERATED IN SCHEDULE J ARE FULLY SUBJECT TO THE SAME POLICIES AND PROCEDURES AS ANY OTHER EMPLOYEE OF THE UNIVERSITY. ON RARE OCCASIONS, FIRST CLASS TRAVEL WILL BE AUTHORIZED BASED ON MEDICAL NEED OR OTHER EXIGENCY APPROVED BY THE PROVOST. SIMILARLY, REIMBURSEMENT OF TRAVEL FOR COMPANIONS IS SUBJECT TO THE PRE-APPROVAL OF THE PROVOST AND MUST DIRECTLY SUPPORT THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL IN ORDER TO BE TREATED AS NON-TAXABLE. 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: WILLIAM MADIA, MARTIN SHELL, PHILIP PIZZO, RICHARD SALLER, DAVID SHAW, AND TARA VANDERVEER. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B DEFERRED COMPENSATION PLAN PROVISIONS CERTAIN OFFICERS AND OTHERS LISTED IN 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. INCLUDED IN JOHN POWERS' COMPENSATION REPORTED IN COLUMN (B)(III) IS A PAYMENT FROM HIS DEFERRED COMPENSATION ACCOUNT OF $601,971. INCLUDED IN TARA VANDERVEER'S COMPENSATION REPORTED IN COLUMN (B)(III) IS A PAYMENT FROM HER DEFERRED COMPENSATION ACCOUNT OF $1,661,926. 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 2013 - THE FIRST YEAR OF THE CURRENT SERP), 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, 2013, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $123,933 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 ACCURALS 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 2013), 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, 2013, THE VALUE OF THE ANNUAL ACCRUAL OF THIS BENEFIT WAS $196,252 AND IS INCLUDED ON SCHEDULE J COLUMN (C) AS DEFERRED COMPENSATION. |
| PART I, LINE 7 AND PART II, COLUMN (B) (II) | VARIABLE COMPENSATION OF SCHOOL OF MEDICINE FACULTY | TOTAL COMPENSATION FOR FACULTY IN THE SCHOOL OF MEDICINE IS MADE UP OF THE FOLLOWING INTEGRAL COMPONENTS: SALARY AND BENEFITS, ADMINISTRATIVE SUPPLEMENTS, AND BONUSES AWARDED UNDER DEPARTMENTAL PLANS. BASE SALARY IS BASED ON ACADEMIC RANK (E.G., PROFESSOR, ASSISTANT PROFESSOR). A VARIABLE COMPONENT OF SALARY IS DETERMINED BY THE CONTRIBUTION OF THE INDIVIDUAL TO THE DEPARTMENT/DIVISION AND THE CLINICAL SPECIALTY OF THE FACULTY MEMBER. OTHER SALARY SUPPLEMENTS ARE OCCASIONALLY USED TO PROVIDE FOR COMPENSATION GIVEN UP BY A FACULTY MEMBER WHEN ASSUMING A POSITION AT STANFORD. ADMINISTRATIVE SUPPLEMENTS ARE PAID TO FACULTY WHO TAKE ON DUTIES WHICH ARE OUTSIDE THEIR USUAL FACULTY RESPONSIBILITIES AND OUTSIDE NORMAL COMMITTEE WORK. INCENTIVE BONUSES ARE CONSIDERED A FUNDAMENTAL COMPONENT OF TOTAL COMPENSATION. THEY ARE PAID OUT BY THE DEPARTMENTS BASED ON THE DEPARTMENTS' INCENTIVE BONUS PLAN MEASURING THE FACULTY'S EFFORTS IN ADMINISTRATIVE LEADERSHIP, CLINICAL, RESEARCH, AND/OR TEACHING AREAS AS DEFINED BY THE PLAN. IN ADDITION, THE DEAN HAS A BONUS PLAN FOR CLINICAL CHAIRS BASED ON ACHIEVEMENT OF LEADERSHIP GOALS. SOME DEPARTMENTS HAVE "ON-CALL" AND "COVERAGE" BONUSES TO PROVIDE COMPENSATION FOR A FACULTY MEMBER'S PROVIDING OFF-HOURS COVERAGE. VARIABLE COMPENSATION OF INVESTMENT PROFESSIONALS A PORTION OF THE COMPENSATION PAID TO LISTED INVESTMENT PROFESSIONAL EMPLOYEES 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 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 I, LINE 8 CERTAIN INDIVIDUALS ARE, FROM TIME TO TIME, SERVING UNDER THE PROVISIONS OF THEIR INITIAL CONTRACTS TO SERVE AS OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY, WHICH PRINCIPALLY ESTABLISHES THEIR COMPENSATION, RESPONSIBILITIES, AND DUTIES. |
| PART II, COLUMN (B) (iii) | HOUSING ASSISTANCE | 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. SCHEDULE J, 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
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY CP | ||||||||
| A | 521705592 | 13018AAA8 | 2008-05-22 | 300000000 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S | ||||||||
| B | 521705592 | 130175P89 | 2004-06-24 | 181196530 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3 | ||||||||
| C | 521705592 | 130178JD9 | 2007-09-06 | 153277097 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-4 | ||||||||
| D | 521705592 | 130178NH5 | 2008-05-15 | 188501621 | SEE SCHEDULE O | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 300218010 | 0 | 1851659 | 0 | 0 | 0 | 0 | 70218341 | 218010 | 0 | 2010 | true | false | false | true |
| B | 9790000 | 0 | 182429480 | 0 | 1198734 | 0 | 992205 | 0 | 0 | 147790591 | 32447950 | 0 | 2006 | true | false | true | true |
| C | 0 | 0 | 156107242 | 0 | 595440 | 0 | 661216 | 0 | 0 | 64355560 | 90495026 | 0 | 2009 | true | false | true | true |
| D | 0 | 0 | 188507303 | 0 | 0 | 0 | 951621 | 0 | 0 | 0 | 187555682 | 0 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | true | false | true | true | 0 | false | false | false | true |
| B | false | true | false | true | true | 0 | false | false | false | true |
| C | false | true | false | true | true | 0 | false | false | false | true |
| D | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | true | false | true | false | false | 0 | false | true |
| 0 | ||||||||||
| B | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| C | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| D | false | false | false | true | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K | Identifier |
| Return Reference | 0 | ReturnReference |
| 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: A. 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. B. 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. C. 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. D. 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. E. 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. F. 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. G. 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-4 - REFUND PRIOR COMMERCIAL PAPER NOTES ISSUED ON OR ABOUT MARCH 3, 2008 AND MARCH 6, 2008. COSTS OF ISSUANCE. E. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 - REFUND $59,180,000 OF CEFA SERIES P REVENUE BONDS - ISSUED MARCH 30, 1999. F. 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. G. 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. H. 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. I. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 - ADVANCE REFUND CEFA SERIES P BONDS ISSUED ON 3/30/1999. COSTS OF ISSUANCE. 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, 2013, COMMERCIAL PAPER DEBT OUTSTANDING WAS $70,218,341. 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-4, T-5, U-2, AND U-4 PROCEEDS WERE USED TO REFINANCE DEBT ISSUED PRIOR TO JANUARY 1, 2003. ACCORDINGLY, PART III IS NOT COMPLETED FOR THESE ISSUES. FORM 990, SCHEDULE K, PART III, LINES 4-5 PRIVATE BUSINESS USE STANFORD UNIVERSITY FINANCES ITS FACILITIES WITH A COMBINATION OF TAX-EXEMPT DEBT, TAXABLE DEBT, GIFTS AND OTHER UNIVERSITY FUNDS. OCCASIONALLY, SOME OF THESE FACILITIES WILL HOUSE ACTIVITIES THAT MAY CONSTITUTE "PRIVATE BUSINESS USE", AS DEFINED IN IRC SECTION 141. FOR INSTANCE, STANFORD MAY RENT A SMALL PORTION OF A FACILITY TO A FOR-PROFIT OPERATOR OF CAFETERIAS (PRIMARILY FOR THE CONVENIENCE OF FACULTY, STAFF, STUDENTS AND THEIR GUESTS). IN OTHER SITUATIONS, STANFORD MAY RECEIVE A GENEROUS CORPORATE GIFT TO FUND A PORTION OF A BUILDING AND MAY CHOOSE TO ACKNOWLEDGE SUCH GENEROSITY BY NAMING A CLASSROOM, LIBRARY OR AUDITORIUM IN HONOR OF THE CORPORATE DONOR. IN SUCH CASES, STANFORD ELECTS THE "UNDIVIDED PORTION ALLOCATION METHOD" DESCRIBED IN 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 PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE ZERO. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-5 | ||||||||
| A | 521705592 | 130178TQ9 | 2009-08-04 | 59147724 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 | ||||||||
| B | 521705592 | 130178VU7 | 2010-05-06 | 251631228 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 | ||||||||
| C | 521705592 | 130178M86 | 2012-04-17 | 99193766 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES SERIES U-3 | ||||||||
| D | 521705592 | 130178X76 | 2013-05-15 | 351795122 | SEE SCHEDULE O | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 59148032 | 0 | 0 | 0 | 1644 | 0 | 0 | 0 | 59146388 | 0 | 2003 | false | true | true | true |
| B | 0 | 0 | 251876963 | 0 | 1309386 | 0 | 1631228 | 0 | 0 | 112490614 | 136445735 | 0 | 2012 | true | false | true | true |
| C | 0 | 0 | 99194467 | 0 | 0 | 0 | 572646 | 0 | 0 | 0 | 98621821 | 0 | 2003 | true | false | true | true |
| D | 0 | 0 | 351797017 | 0 | 738631 | 0 | 1249349 | 0 | 0 | 179204281 | 5735422 | 164869334 | 2013 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||
| B | 0 | false | true | false | true | true | false | false | false | true |
| C | 0 | |||||||||
| D | 0 | false | true | false | true | true | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | true | false | false | false | false | 0 | false | true |
| 0 | ||||||||||
| B | false | false | false | true | false | false | false | 0 | false | true |
| 0 | ||||||||||
| C | false | false | true | false | false | false | false | 0 | false | true |
| 0 | ||||||||||
| D | false | true | false | false | false | false | false | 0 | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL FACILITIES SERIES U-4 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521705592 | IssuerEIN |
| CUSIP Number | 130178X84 | CUSIPNumber |
| Date Issued | 2013-05-15 | DateIssued |
| Issue Price | 52773978 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 52773988 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 52582697 | RefundingEscrow |
| Issuance Costs From Proceeds | 191291 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA CP 0.0000% CEFA SERIES S 0.5476% CEFA SERIES T-1 0.4314% CEFA SERIES T-4 0.5048% 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% 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. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-4 HAD A REBATE CALCULATION PERFORMED ON JULY 21, 2010. F. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 HAD A REBATE CALCULATION PERFORMED ON JUNE 21, 2013. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (7 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| PHILIP PIZZO | |||||||
| KEY EMPLOYEE | HOUSING | X | $1,211,800 | 1165843 | false | true | true |
| PHILIP PIZZO | |||||||
| KEY EMPLOYEE | HOUSING | X | $1,500,000 | 1500000 | false | true | true |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | X | $300,000 | 300000 | false | true | true |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | X | $300,000 | 120000 | false | true | true |
| RICHARD SALLER | |||||||
| KEY EMPLOYEE | HOUSING | X | $25,000 | 25000 | false | true | true |
| THOMAS KRUMMEL | |||||||
| HIGHEST COMP | HOUSING | X | $500,000 | 500000 | false | true | true |
| MARTIN SHELL | |||||||
| OFFICER | HOUSING | X | $1,000,000 | 950000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 4560843 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | SEE SCH O- COI DISCL | NameOfInterestedPerson |
| Amount Of Grant | 0 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PLEASE SEE SCHEDULE O FOR A COMPLETE DISCLOSURE OF THE UNIVERSITY'S | Identifier |
| Explanation | CONFLICT OF INTEREST POLICIES AND DISCLOSURES OF TRANSACTIONS WITH INTERESTED PERSONS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 77 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1682 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 171196468 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 34029724 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1269648 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12798380 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13118188 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | HORSES | 2 | 0 | N/A |
| X | EQUIPMENT | 11 | 3271024 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 26 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I | Identifier |
| Return Reference | EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | ReturnReference |
| Explanation | PART I, LINE 33 NON-CASH CONTRIBUTIONS - GENERAL EXPLANATION STANFORD DOES NOT INCLUDE IN GIFT REVENUE TOTALS THE FOLLOWING TYPES OF NON-CASH CONTRIBUTIONS: - ART - HORSES IN MANY CASES, VALUES OF SUCH ITEMS ARE DIFFICULT AND EXPENSIVE TO ASCERTAIN AND CONFIRM FOR FINANCIAL STATEMENT PURPOSES AND THEREFORE ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. ART - WORKS OF ART : IN COLUMN B, STANFORD IS REPORTING THE NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| INDEX OF RESPONSES APPEARING IN SCHEDULE O | Form Reference Description ============== =========== FORM 990, PAGE 1, LINE K FORM OF ORGANIZATION Form 990, Parts I and III, Line 1 Organization's Mission Form 990, Part I, Line 6 Volunteers Form 990, Part III, Line 4a-d Statement of Program Accomplishments Form 990, Part IV, Line 12A-12B How the Financial Statements were Audited Form 990, Part V, Line 4b Countries of Foreign Bank Accounts Form 990, Part VI, Section A, Line 2; Section B, Line 12c; and Schedule L, Part IV CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 11A&B PREPARATION AND REVIEW OF THE FORM 990 Form 990, Part VI, Section B, Line 15 Compensation Determination Form 990, Part VI, Section C, Line 19 How Stanford Makes Its Governing Documents Available to the Public FORM 990, PART VII, SECTION A, COLUMN B HOURS FOR RELATED ORGANIZATIONS FORM 990, PART VII, SECTION B INDEPENDENT CONTRACTORS FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OF FUND BALANCES SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS 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, 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 1900 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7000 UNDERGRADUATE AND 8900 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 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. | |
| FORM 990, PART III, LINE 4A | (EXPENSES $1,400,572,930 INCLUDING GRANTS OF $46,731,959, REVENUE $740,193,516) INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 15,877 STUDENTS, INCLUDING 6,980 UNDERGRADUATE AND 8,897 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 1,995-PERSON FACULTY INCLUDES 19 NOBEL PRIZE WINNERS AND FIVE PULITZER PRIZE WINNERS. STANFORD HAS SEVEN SCHOOLS: BUSINESS, 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 $1,040,951,784 INCLUDING GRANTS OF $24,119,455, REVENUE "NON PUBLIC" ONLY $209,079,560; 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 $788,938,480 INCLUDING GRANTS OF $1,147,259, REVENUE $768,483,418) UNIVERSITY AUXILIARY ACTIVITIES: INCLUDES AMONG OTHERS PATIENT CARE, STUDENT RESIDENCE AND DINING (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 THE STANFORD HOSPITAL AND CLINICS AND THE LUCILE PACKARD CHILDREN'S HOSPITAL. STANFORD FACULTY PROVIDE APPROXIMATELY 84 PERCENT OF THE PATIENT CARE AT STANFORD HOSPITAL AND CLINICS AND 96 PERCENT OF THE PEDIATRIC CARE AT LUCILE PACKARD CHILDREN'S HOSPITAL. RESIDENTIAL & DINING ENTERPRISES (R&DE) GENERATES REVENUES PRIMARILY THROUGH STUDENT ROOM AND BOARD, CONFERENCE FEES, AND OTHER ENTERPRISES. R&DE HOUSES 6,448 UNDERGRADUATE RESIDENTS (97% OF TOTAL UNDERGRADUATE STUDENTS, EXCLUDING OVERSEAS) AND 5,007 GRADUATE RESIDENTS (57% OF TOTAL GRADUATE STUDENTS) AND SERVES ABOUT 12,000 MEALS PER DAY (4,042 UNDERGRADUATE STUDENTS ON MEAL PLAN), WHILE PROVIDING STEWARDSHIP FOR 5 MILLION SQ FT OF PHYSICAL PLANT (OVER 1/3 OF CAMPUS). 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 $580,924,072 INCLUDING GRANTS OF $318,386,699, REVENUE $324,984,089) ACADEMIC SUPPORT AND PUBLIC SERVICE $315,885,559 STUDENT FINANCIAL AID $241,511,729 SLAC CONSTRUCTION AND OTHER $23,526,784 ______________ TOTAL OTHER PROGRAM SERVICE EXPENSES $580,924,072 ACADEMIC SUPPORT AND PUBLIC SERVICE: STANFORD'S 17 MAIN AND BRANCH LIBRARIES INCLUDE MORE THAN 9.1 MILLION VOLUMES, 2.3 MILLION AUDIOVISUAL MATERIALS, 83,000 CURRENT SERIALS, THOUSANDS OF DIGITAL RESOURCES, AND 5.7 MILLION MICROFORM HOLDINGS. SPECIAL COLLECTIONS INCLUDE ABOUT 290,000 RARE BOOKS AND MORE THAN 59 MILLION PAGES OF MATERIALS. THE STANFORD UNIVERSITY INFORMATION TECHNOLOGY NETWORK AND INFRASTRUCTURE INCLUDES MORE THAN 150,000 COMPUTERS WITH ASSIGNED INTERNET PROTOCOL ADDRESSES. MORE THAN 9.5 TERABYTES OF DATA FLOW BETWEEN SUNET 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 DEPARTMENT OF ENERGY ("DOE") UNDER A MANAGEMENT AND OPERATING CONTRACT. REVENUES AND EXPENDITURES ARE INCLUDED IN STANFORD'S FINANCIAL STATEMENTS; ASSETS AND LIABILITIES ARE 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, 2013 AND AUGUST 31, 2012 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 HOSPITAL AND CLINICS 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. STANFORD'S FORM 990 REPRESENTS THE ACCOUNTS OF THE UNIVERSITY. THE HOSPITALS FILE THEIR OWN SEPARATE FORMS 990. | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, CONTINUED FROM PAGE 3 |
| FORM 990, PART V, LINE 4b | STANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK AND 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; SECTION B, LINE 12C; SCHEDULE L, PART III; AND SCHEDULE L, PART IV 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 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. STANFORD MANAGEMENT COMPANY ("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. CURRENTLY THERE ARE 10 MEMBERS OF SMC'S BOARD OF DIRECTORS, OF WHICH THREE ARE 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. THE POLICY 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. 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, STANFORD 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. THE INVESTMENT STRATEGIES OF THESE MANAGERS WERE ALSO ADDITIVE TO THE EXISTING PORTFOLIO AT THE TIME OF THE INVESTMENTS. IN ACCORDANCE WITH ITS CONTRACTUAL ARRANGEMENTS AS A GENERAL OR LIMITED PARTNER, WHICH ARE SIMILAR TO THOSE OF ALL OTHER INVESTORS IN SUCH ENTITIES, STANFORD IS REQUIRED, FROM TIME TO TIME, TO MAKE ADDITIONAL INVESTMENTS IN SUCH PARTNERSHIPS AND RECEIVES CASH DISTRIBUTIONS FROM REDEMPTION OR OTHER DISTRIBUTION OF PRINCIPAL, AS WELL AS ITS PRO-RATA SHARE OF EARNINGS AND OTHER GAINS GENERATED BY THE PARTNERSHIP, NET OF ANY FEES OR CARRIED INTEREST DILUTION OF THE GENERAL PARTNER. IN THE YEAR ENDED AUGUST 31, 2013, TRANSACTIONS WITH THE FOLLOWING TRUSTEES ROSE TO THE LEVEL OF DISCLOSURE REQUIRED BY THE IRS: WITH RESPECT TO STANFORD INVESTMENTS WHERE ROBERT BASS, A TRUSTEE, HAD A DIRECT OR INDIRECT INTEREST AS A PARTNER, THE UNIVERSITY INVESTED $4,947,948 (0.02% OF TOTAL INVESTMENTS MADE DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $21,580,991. WITH RESPECT TO STANFORD INVESTMENTS WHERE THOMAS STEYER, A TRUSTEE, HAD A DIRECT OR INDIRECT INTEREST AS A PARTNER, THE UNIVERSITY INVESTED $2,133,732 (0.01% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $21,859,671. WITH RESPECT TO STANFORD INVESTMENTS WHERE STEVEN DENNING, A TRUSTEE, HAD A DIRECT OR INDIRECT FINANCIAL INTEREST AS A PARTNER, THE UNIVERSITY INVESTED $24,026,164 (0.12% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $31,346,933. WITH RESPECT TO STANFORD INVESTMENTS WHERE BROOK BYERS, A TRUSTEE, HAD A DIRECT OR INDIRECT FINANCIAL INTEREST AS A PARTNER, THE UNIVERSITY INVESTED $7,511,210 (0.04% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $9,537,584. WITH RESPECT TO STANFORD INVESTMENTS WHERE ANN LAMONT, A TRUSTEE, HAD A DIRECT OR INDIRECT FINANCIAL INTEREST AS A PARTNER, THE UNIVERSITY INVESTED $2,056,219 (0.01% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $7,185,042. WITH RESPECT TO STANFORD INVESTMENTS WHERE DEBORAH DECOTIS, A TRUSTEE, SERVED AS A DIRECTOR, THE UNIVERSITY INVESTED $316,978,772 (1.59% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND RECEIVED DISTRIBUTIONS OF $18,364,655. IN AGGREGATE, RELATED PARTY TRANSACTIONS RELATING TO ALL SUCH INVESTMENT RELATIONSHIPS WITH TRUSTEES AMOUNTED TO AN INVESTMENT BY STANFORD OF $357,654,045 (1.79% OF TOTAL INVESTMENTS DURING THE YEAR ENDED AUGUST 31, 2013) AND A DISTRIBUTION TO STANFORD OF $109,874,876. IN CONNECTION WITH THE MANAGEMENT OF CERTAIN INVESTMENTS REFERRED TO ABOVE, STANFORD PAID FEES AND REIMBURSED EXPENSES OF $3,421,728 TO AN ENTITY WHERE TRUSTEE DENNING IS AN OFFICER. PARTNERSHIPS IN WHICH MR. BASS OWNS A DIRECT OR INDIRECT PARTNERSHIP INTEREST RENTED FACILITIES DIRECTLY OR INDIRECTLY OWNED BY STANFORD UNIVERSITY AND PAID RENT AT FAIR MARKET RATES TO STANFORD IN THE AMOUNT OF $3,893,509 DURING THE YEAR ENDED 8/31/2013. | COUNTRIES OF FOREIGN BANK ACCOUNTS |
| JOHN HENNESSY, PRESIDENT AND A TRUSTEE, IS A MEMBER OF THE BOARD OF | 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. MR. HENNESSY DOES NOT PARTICIPATE IN ANY DECISIONS WITH RESPECT TO THESE COMPANIES. DURING THE YEAR ENDED AUGUST 31, 2013, STANFORD PURCHASES FROM CISCO AND GOOGLE AMOUNTED TO $4,880,916 AND $1,031,167 RESPECTIVELY: KAVITARK RAM SHRIRAM, A TRUSTEE, IS ALSO A DIRECTOR OF GOOGLE; JERRY YANG, A TRUSTEE, WAS A DIRECTOR OF CISCO THROUGH NOVEMBER 15, 2012. 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. OVER THE PAST SEVEN YEARS GOOGLE HAS SCANNED ABOUT 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. RANDALL LIVINGSTON, AN OFFICER, AND BROOK BYERS, A TRUSTEE, ARE DIRECTORS OF PACIFIC BIOSCIENCES, INC. STANFORD PURCHASED $325,755 OF GOODS AND SERVICES FROM PACIFIC BIOSCIENCES. MR. LIVINGSTON AND MR. BYERS DID NOT PARTICIPATE IN ANY DECISIONS WITH RESPECT TO THESE TRANSACTIONS. RUTH PORAT, A TRUSTEE, SERVES AS AN OFFICER OF MORGAN STANLEY. UNDER A CONTRACT EXECUTED PRIOR TO THE COMMENCEMENT OF HER TRUSTEE SERVICE, MORGAN STANLEY ACTS AS REMARKETING AGENT AND COMMERCIAL PAPER DEALER FOR CERTAIN OF STANFORD'S SECURITIES. STANFORD PAID MORGAN STANLEY $138,308 FOR THIS SERVICE, AND $132,757 FOR GENERAL INVESTMENT MANAGEMENT SERVICES, DURING THE YEAR ENDED AUGUST 31, 2013. TOTAL FEES PAID BY STANFORD TO MORGAN STANLEY COMPRISE AN INSIGNIFICANT AMOUNT OF THE TOTAL REVENUES OF MORGAN STANLEY AND THE EXPENSES OF THE UNIVERSITY. WILLIAM BRODY, A TRUSTEE, IS A DIRECTOR OF IBM CORPORATION. STANFORD PURCHASED $1,162,316 OF GOODS AND SERVICES FROM IBM CORPORATION. JEFFREY RAIKES, A TRUSTEE, IS A DIRECTOR OF COSTCO WHOLESALE CORPORATION. STANFORD PURCHASED $344,010 OF GOODS AND SERVICES FROM COSTCO WHOLESALE CORPORATION. PENNY PRITZKER, A TRUSTEE, WAS A BENEFICIARY OF A TRUST THAT HELD AN INTEREST IN CC-DEVELOPMENT GROUP, INC. D/B/A VI (FORMERLY KNOWN AS CLASSIC RESIDENCE BY HYATT) UNTIL JUNE 27, 2013. MS. PRITZKER ALSO HELD A PERSONAL INTEREST IN CC-DEVELOPMENT GROUP, INC. UNTIL JUNE 27, 2013. PURSUANT TO A CONTRACT BETWEEN THE UNIVERSITY AND CC-PALO ALTO, INC., A SUBSIDIARY OF CC-DEVELOPMENT GROUP, INC., EXECUTED PRIOR TO THE COMMENCEMENT OF MS. PRITZKER'S SERVICE AS A STANFORD TRUSTEE, CC-PALO ALTO, INC. PAID THE UNIVERSITY $5,430,641 IN RENT DURING THE YEAR ENDED AUGUST 31, 2013. ISAAC STEIN, A TRUSTEE, IS A DIRECTOR OF THE NON-PROFIT IRVINE FOUNDATION, WHERE JAMES CANALES, A TRUSTEE, SERVES AS CHIEF EXECUTIVE OFFICER. Certain Stanford employees have a family relationship with a listed person. In the cases reported below, such employees had been employed by Stanford prior to appointment of the listed person to the position of officer or trustee and, in no case, was the listed person responsible for the compensation, direction, evaluation or continued employment of the relative employee. Jeanne Marie Davila, sister of Provost John Etchemendy, earned $148,308 in cash compensation and $33,370 in benefits during the calendar year end December 31, 2012, in her full time staff position at Stanford. Thomas Byers, brother of Trustee Brook Byers, earned $281,656 in cash compensation and $36,198 in benefits for the same period in his full time faculty position at Stanford. Beth McLellan, spouse of Trustee Fred Alvarez, earned $67,594 in cash compensation and $23,988 in benefits for the same period in her full time staff position at Stanford. ALL RELATIONSHIPS DESCRIBED ABOVE ARE IN FULL COMPLIANCE WITH THE CONTROLLING CONFLICT OF INTEREST POLICIES. 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. THE UNIVERSITY PAYS REASONABLE COMPENSATION AND REIMBURSEMENT OF EXPENSES FOR EMPLOYEES OF THE UNIVERSITY AND REASONABLE REIMBURSEMENT OF EXPENSES (AND NO COMPENSATION) FOR TRUSTEES. FORM 990, PART VI, SECTION B, LINES 11A & B PREPARATION AND REVIEW OF THE FORM 990 EACH YEAR, THE UNIVERSITY HAS ITS FINANCIAL STATEMENTS AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). DATA FOR THE 990 IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION. COMPENSATION DATA REPORTED ON SCHEDULE J IS EXTRACTED FROM PAYROLL RECORDS, AND IN EACH CASE CONFIRMED BY THE REPORTED INDIVIDUAL. THIS RETURN IS PREPARED BY THE TAX DEPARTMENT AND REVIEWED BY EXTERNAL ACCOUNTANTS (PWC) AND SENIOR MANAGEMENT. THE BOARD OF TRUSTEES OF THE UNIVERSITY IS PROVIDED A COMPLETE COPY OF THIS FORM 990 BEFORE IT IS FILED. THE FINAL VERSION IS THEN SIGNED BY THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE AND PWC AS PAID PREPARER. | DIRECTORS OF CISCO SYSTEMS, INC. (CISCO) AND GOOGLE INC. (GOOGLE). THE |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 CREATION OF CONTEMPORANEOUS SUBSTANTIATION 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. SEE ADDITIONAL DISCLOSURE FOR SCHEDULE L, PART II, BELOW. FORM 990, PART VI, SECTION C, LINE 19 STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, CONFLICT OF INTEREST POLICY, 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 A, COLUMN D GOODWIN LIU, A TRUSTEE, RECEIVED $20,000 IN CASH COMPENSATION AND $0 IN BENEFITS AS A LECTURER IN THE LAW SCHOOL. 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 WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OF FUND BALANCES CHANGE IN POST RETIREMENT BENEFITS OBLIGATION $145,927,000 PAYMENTS TO LIVING TRUST BENEFICIARIES ($36,717,572) NET HOSPITAL TRANSFERS $29,002,255 OTHER - PRINCIPALLY RECEIPTS FROM AFFILIATES NET OF GAINS ON DERIVATIVE TRANSACTIONS $15,575,791 --------------- $153,787,474 FORM 990, SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS LOANS TO INTERESTED PERSONS ARE DISCLOSED IN SCHEDULE L, PART II. IN EACH CASE THE LOAN IS MADE FROM STANFORD TO THE INDIVIDUAL (COLUMN B). NONE OF THESE LOANS ARE IN DEFAULT (COLUMN E). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES (COLUMN F) AND FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN STANFORD AND THE BORROWER (COLUMN G). 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. MORTGAGE TERMS GOVERN THE CALCULATION AND PAYMENT OF INTEREST WHICH APPROXIMATE MARKET RATES. | COMPENSATION DETERMINATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY OTL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | TECHNOLOGY | CA | 14692 | 59439 | STANFORD |
| SU ACQUISITION LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | 830177 | 1477078 | STANFORD |
| SAA SIERRA PROGRAMS LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | ALUM RELATION | CA | 6035128 | 9176288 | STANFORD |
| ANTS AT WORK LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | research | NM | 0 | 55000 | STANFORD |
| SHR HOTEL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 412277925 | REAL ESTATE | CA | 45743100 | 135317513 | 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 | 116282 | 6166332 | STANFORD |
| STANFORD UNIVERSITY GLOBAL LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | EDUCATION | CA | -1217199 | 895399 | STANFORD |
| CARDINAL NEWBURY GP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 941156365 | INVESTMENT | DE | 1813 | -66300 | STANFORD |
| CARDINAL NEWBURY LP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 941156365 | INVESTMENT | DE | 170477 | -777665 | STANFORD |
| CARDINAL REGENT LP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 912116398 | INVESTMENT | DE | 66 | 0 | STANFORD |
| FAIRFIELD NORTH SEA ENERGY LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 941156365 | INVESTMENT | DE | 0 | 36616147 | STANFORD |
| SAND HILL INVESTMENTS GP LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 412262027 | INVESTMENT | DE | STANFORD | ||
| SMC DE LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 941156365 | INVESTMENT | DE | 228105 | 5309034 | STANFORD |
| ALTIRA TECHNOLOGY FUND IV DIRECT INVEST | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 941156365 | INVESTMENT | DE | 1904803 | 7172095 | STANFORD |
| SNOWCREEK VII LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 954890334 | REAL ESTATE | CA | 830000 | 9037975 | STANFORD |
| GRE PROPERTIES LLC | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | 0 | 28710 | STANFORD |
| GRE PROPERTIES II LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | 0 | 0 | STANFORD |
| JPS NO 1 LLC | |||||||||
| 3160 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | DE | 0 | 3812170 | 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 | 5447 | 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 |
| SNOOK EQUITY LLC | |||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 94305 | 455481615 | HOLDING COMP | DE | 0 | 0 | STANFORD |
Form990 Schedule R Part II Form990ScheduleRPartII (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STANFORD HOSPITAL AND CLINICS | |||||||||||||||
| 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | true | |||||
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | |||||||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | true | |||||
| THE FREIDENRICH SUPPORT FOUNDATION | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 300519583 | SUPPORT | CA | 501(C)(3) | 11, TYPE I | STANFORD | true | |||||
| PACIFIC 12 CONFERENCE | |||||||||||||||
| 1350 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941459048 | EDUCATIONAL | CA | 501(C)(3) | 11, TYPE I | NA | false | |||||
| SHR HOLDINGS INC | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | true | |||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | |||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | true | |||||
| UNIVERSITY HEALTHCARE ALLIANCE | |||||||||||||||
| 855 OAK GROVE AVE SUITE 100 | MENLO PARK | CA | 94205 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | SHC | 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 | true | |||||
| STANFORD UNIVERSITY BOOK STORE | |||||||||||||||
| BLDG 60 MAIN QUAD NO 105 | STANFORD | CA | 94305 | 940894150 | SUPPORT | CA | 501(C)(3) | 11, TYPE I | STANFORD | true | |||||
| STANFORD SCHOOLS CORPORATION | |||||||||||||||
| 475 POPE STREET | MENLO PARK | CA | 94025 | 202699147 | EDUCATIONAL | CA | 501(C)(3) | 2 | STANFORD | true | |||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | |||||||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | true | |||||
| STANFORD HABITAT CONSERVATION BOARD | |||||||||||||||
| 3160 PORTER DR STE 200 | PALO ALTO | CA | 94304 | 461882243 | CONSERVATION | CA | 501(C)(3) | 7 | STANFORD | true | |||||
| STANFORD FACULTY CLUB | |||||||||||||||
| PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | FAC INTERACT. | CA | 501(C)(7) | N/A | STANFORD | true | |||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | true | 1401 CAROLINE CENTER | 28 PING ROAD | CAUSEWAY | HK | HK | |||||||
| THE STANFORD TRUST | |||||||||||||||
| SUPPORT | 501(C)(3) | STANFORD | true | 65 HIGH STREET | OXFORD | OX1 46L | UK | UK | |||||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | |||||||||||||||
| EDUCATION | 501(C)(3) | STANFORD | true | WAVERLY BUSINESS PARK BUILDING 11 | CAPE TOWN | SF | SF | ||||||||
| STANFORD FEDERAL CREDIT UNION | |||||||||||||||
| 1860 EMBARCADERO RD | PALO ALTO | CA | 943033335 | 941492212 | CREDIT UNION | CA | 501(C)(1) | N/A | STANFORD | true | |||||
Form990 Schedule R Part III Form990ScheduleRPartIII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCOLA LP | ||||||||||||||||||||
| C/O ARCOLOA GP LLC 1 EMBARCADERO C | SAN FRANCISCO | CA | 94111 | 204222260 | RE DEVELOPMENT | DE | STANFORD | EXCLUDED | -9747 | 0 | false | -$35,529 | false | 0.00000 | ||||||
| ATWATER 12 LP | ||||||||||||||||||||
| 2001 ROSS AVE STE 1600 | DALLAS | TX | 75201 | 752944481 | INVESTMENTS | DE | STANFORD | EXCLUDED | 1468883 | 21151515 | 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 | -4848046 | 3792831 | false | $0 | false | 0.79420 | ||||||
| JER R E QUALIFIED PARTNERS EUROPE LP | ||||||||||||||||||||
| C/O JE ROBERT COS 1650 TYSON BL | STE MCLEAN | VA | 22102 | 542029560 | INVESTMENTS | DE | STANFORD | EXCLUDED | 0 | 147652 | false | $0 | false | 0.99000 | ||||||
| KEB INVESTORS II LP | ||||||||||||||||||||
| FOREIGN INV. | STANFORD | EXCLUDED | 20471298 | 0 | false | $0 | false | 0.63820 | wASHINGTON MALL STE 304 7 REID ST | HAMILTON | BD | BD | BD | BD | ||||||
| LINCOLN COMMERCE PARK II LTD | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 204681486 | RE DEVELOPMENT | DE | STANFORD | EXCLUDED | 6633038 | 32334 | false | $0 | false | 0.70000 | ||||||
| PALO ALTO LP | ||||||||||||||||||||
| FOREIGN INV. | STANFORD | EXCLUDED | 3223689 | 70000398 | false | $0 | false | 0.99810 | 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 | 40697629 | -21797314 | false | $0 | false | 0.75410 | ||||||
| REGENT OFFICE CENTER LP | ||||||||||||||||||||
| c/o Bentall Kennedy US LP 1215 4 | SEATTLE | WA | 98161 | 912116424 | INVESTMENTS | TX | CARDINAL REGENT | EXCLUDED | 66 | 0 | false | $0 | false | |||||||
| SANDPIPER FUND LP | ||||||||||||||||||||
| 2100 MCKINNEY AVE STE 1770 | DALLAS | TX | 75201 | 260341626 | INVESTMENTS | TX | STANFORD | EXCLUDED | -280082 | 64788344 | false | $0 | false | 0.97140 | ||||||
| SAROFIM MULTIFAMILY PARTNERS LP | ||||||||||||||||||||
| 8115 PRESTON RD STE 400 | DALLAS | TX | 75225 | 201929002 | RE DEVELOPMENT | DE | STANFORD | EXCLUDED | 5551240 | 92560590 | false | -$212,840 | false | 0.63750 | ||||||
| SKY HARBOR ASSOCIATES LP | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 205803431 | INVESTMENTS | DE | STANFORD | EXCLUDED | -153947 | 6598370 | false | $0 | false | 0.70000 | ||||||
| SNOWCREEK VI PARTNERS LLC | ||||||||||||||||||||
| C/O SMC 2770 SAND HILL RD | MENLO PARK | CA | 94025 | 861089966 | RE DEVELOPMENT | CA | STANFORD | UNRELATED | -192216 | 0 | false | -$192,216 | false | |||||||
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||||||||||||||||||||
| 250 PARK AVE 29TH FL | NEW YORK | NY | 10022 | 203949682 | INVESTMENTS | DE | STANFORD | EXCLUDED | 1378693 | 24011753 | false | $121,260 | false | 0.62670 | ||||||
| DEK PORTFOLIO LLC | ||||||||||||||||||||
| C/O SPAULDING SLYE INV 1 PO S | BOSTON | MA | 02109 | 043446765 | INVESTMENTS | DE | STANFORD | EXCLUDED | -196562 | 4426595 | false | $0 | false | 0.97310 | ||||||
| BROWN BARK I LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 721604614 | INVESTMENTS | DE | STANFORD | EXCLUDED | -3891382 | 3442417 | false | $0 | false | 0.99000 | ||||||
| BROWN BARK II LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 208727391 | INVESTMENTS | DE | STANFORD | EXCLUDED | 1263797 | 2117957 | false | $0 | false | 0.99000 | ||||||
| BROWN BARK III LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 261780743 | INVESTMENTS | DE | STANFORD | EXCLUDED | 1189491 | 1702370 | 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 | 217399 | 1011549 | false | $0 | false | 0.71640 | CJ | ||||||
| JER REAL ESTATE PARTNERS EUROPE II LP | ||||||||||||||||||||
| INVESTMENTS | JER ALBERTA LP | EXCLUDED | -3163850 | 4863196 | false | $0 | false | 0.60820 | CLARGES HOUSE 6-12 CLARGES ST | LONDON | EN | UK | W1J 8AD | UK | ||||||
| STANFORD PET-CT LLC | ||||||||||||||||||||
| 300 PASTEUR DRIVE M/C 5555 | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOSTICS | CA | SHC | RELATED | 4166009 | 8679016 | false | $0 | false | 0.50000 | ||||||
| CEE EQUITY HOLDINGS LP | ||||||||||||||||||||
| INVESTMENTS | STANFORD | EXCLUDED | 665 | 22768213 | false | $0 | false | 1.00000 | Elizabeth House 9 Castle St | St. Helier, | Je | JE | JE4 2QP | JE | ||||||
| LSF V DHB HOLDINGS LP | ||||||||||||||||||||
| 2711 N Haskell Ave Ste 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | STANFORD | EXCLUDED | 804731 | 13924986 | false | $0 | false | 0.61880 | ||||||
| SIC SNOWCREEK VIII LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 275431605 | RE DEVELOPMENT | CA | STANFORD | EXCLUDED | -637352 | 16101478 | false | -$637,972 | false | 0.99870 | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | ||||||||||||||||||||
| 1400 PAGE MILL ROAD MC5713 | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | SHC | 0 | 0 | $0 | 0.00000 | |||||||||
| ARCOLA VENTURE LLC | ||||||||||||||||||||
| C/O STANFORD MGMT CO 635 KNIGHT W | STANFORD | CA | 943057297 | 371689632 | RE DEVELOPMENT | DE | STANFORD | EXCLUDED | 0 | -13206758 | false | $0 | false | 0.93170 | ||||||
| BLACKSTONE REP VII TE 7-NQ LP | ||||||||||||||||||||
| C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | 900878802 | INVESTMENTS | DE | STANFORD | UNRELATED | -165270 | 30337218 | false | $40,159 | false | 0.51210 | ||||||
| OUTLAWS CASINO LTD | ||||||||||||||||||||
| 3160 PORTER DR | PALO ALTO | CA | 94304 | 841457498 | HOLDING COMPANY | CO | HP OUTLAWS LLC | EXCLUDED | 0 | 0 | false | $0 | true | |||||||
| STANFORD EMANUEL RAD ONCOLOGY | ||||||||||||||||||||
| RADIOLOGY | CA | SHC | 0 | 0 | ||||||||||||||||
| SAND HILL INVESTMENTS LP | ||||||||||||||||||||
| C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | 371557441 | INVESTMENT | DE | SAND HILL INV | EXCLUDED | 13659968 | 58556709 | false | $0 | false | 1.00000 | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (24 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Province Or StateAddressForeign/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINER VOYAGER INTERNATIONAL LTD | |||||||||||||||||
| C/O STUARTS CORP SVCS PO BOX 2510 | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | 15742986 | 1084444 | 0.67270 | true | |||||||
| STANFORD SGGS EUROPE INC | |||||||||||||||||
| UGLAND HOUSE S CHURCH ST | PO BOX 309GT, GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | -2033033 | 65814511 | 1.00000 | true | 131684331 | ||||||
| BLACK RIVER EMEA INVESTORS FUND LTD | |||||||||||||||||
| UGLAND HOUSE S CHURCH ST | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | 24470675 | 137288771 | 0.89860 | true | 980428006 | ||||||
| EAST SAIL | |||||||||||||||||
| C/O INTL FS INC IFS COURT | TWENTYEIGHT, CYBERCITY, EBENE | MP | INVESTMENTS | MP | STANFORD | C CORP | 3727406 | 42412749 | 1.00000 | true | |||||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||||||
| PO BOX 896GT HARBOUR CENTRE | GEORGE TOWN | CJ | INVESTMENTS | CJ | STANFORD | C CORP | 2748327 | 36261751 | 0.53190 | true | 980537952 | ||||||
| JER ALBERTA LP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | -3163850 | 4863193 | 1.00000 | true | 980423557 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | |||||
| JER ALBERTA III LP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | 1149938 | 8143559 | 1.00000 | true | 980493425 | c/o JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | |||||
| MARBLETON PROPERTY FUND (ALBERTA) LP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | 33067 | 41158 | 0.64110 | true | 980531893 | c/o JE ROBERT COMPANIES 1650 TYS | MCLEAN | VA | 22102 | |||||
| CLAT (16) | |||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | true | CA | |||||||||||||
| CRT (507) | |||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | true | CA | |||||||||||||
| OTHER (9) | |||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | true | CA | |||||||||||||
| PIF (82) | |||||||||||||||||
| CHARITABLE TR | STANFORD | TRUST | true | CA | |||||||||||||
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOC | |||||||||||||||||
| REAL ESTATE | STANFORD | C CORP | 0 | 0 | 0.00000 | true | 943287254 | 3145 PORTER DR | PALO ALTO | CA | 94304 | CA | |||||
| ALPINE CHALET INC | |||||||||||||||||
| SKI LODGE | SAA SIERRA PROG | C CORP | 335363 | 441705 | 1.00000 | true | PO BOX 9988 | SOUTH LAKE TAHOE | CA | 96158 | CA | ||||||
| NW CAMPUS MIDPOINT TECH PARK OWNRS ASSOC | |||||||||||||||||
| REAL ESTATE | STANFORD | C CORP | 0 | 0 | 0.00000 | true | 943287254 | 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | CA | |||||
| STANFORD CAMPUS RECREATION ASSOCIATION | |||||||||||||||||
| SOCIAL CLUB | STANFORD | C CORP | 0 | 0 | 0.00000 | true | 941539127 | 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | CA | |||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | |||||||||||||||||
| 5275TH FLBLDG CACADEMY SOUTH RD | HAIDAN DISTRICT | CH | EDUCATION | CH | SU GLOBAL LLC | C CORP | -150 | 150975 | 1.00000 | true | BEIJING | ||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | |||||||||||||||||
| RISK MGMT CONSULT | SUMIT HLDG INT | C CORP | 0 | 0 | true | 461132002 | 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | CA | ||||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | |||||||||||||||||
| INSURANCE | UHA | C CORP | 0 | 0 | true | 900897686 | 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | HI | ||||||
| ARCOLA RES DEVELOPMENT CORP | |||||||||||||||||
| INVESTMENT | STANFORD | C CORP | 0 | -21794791 | 1.00000 | true | 800804754 | C/O SMC 635 KNIGHT WAY | STANFORD | CA | 943057297 | DE | |||||
| BREP VII ALBERTA FEEDER(OFFSHORE)TE7LP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | 100988 | 1490475 | 0.51720 | true | 981066351 | C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | |||||
| BREP VII ALBERTA FEEDER(OFFSHORE)TE7NQLP | |||||||||||||||||
| INVESTMENTS | CA | STANFORD | C CORP | 662761 | 2966336 | 0.51720 | true | 981066355 | C/O THE BLACKSTONE GROUP 345 PARK | NEW YORK | NY | 10154 | |||||
| SPM DIRECT MORTGAGE PREPAY OFFSHORE FUND | |||||||||||||||||
| INVESTMENTS | CJ | STANFORD | C CORP | 13992569 | 87662802 | 1.00000 | true | ||||||||||
| WOODBOURNE CANADA PARTNERS II -CAYMAN LP | |||||||||||||||||
| INVESTMENTS | CJ | STANFORD | C CORP | 2174106 | 19314011 | 0.60000 | true | 980705321 | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (73 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ARCOLA LP | ||
| B | 3037267 | BANK RECORDS |
| ATWATER 12 LP | ||
| B | 456300 | BANK RECORDS |
| ATWATER 12 LP | ||
| S | 324000 | BANK RECORDS |
| AVENUE ASIA CAPITAL PARTNERS LP | ||
| S | 7149019 | BANK RECORDS |
| BROWN BARK I LP | ||
| S | 2227434 | BANK RECORDS |
| BROWN BARK II LP | ||
| S | 891000 | BANK RECORDS |
| BROWN BARK III LP | ||
| S | 3172235 | BANK RECORDS |
| EAST SAIL | ||
| B | 993033 | BANK RECORDS |
| GAVEA INVESTMENT FUND II-C LP | ||
| S | 11983828 | BANK RECORDS |
| LINCOLN COMMERCE PARK II LTD | ||
| S | 347000 | BANK RECORDS |
| LSF V DHB HOLDINGS LP | ||
| S | 3997354 | BANK RECORDS |
| MARBLETON PROPERTY FUND (ALBERTA) LP | ||
| S | 622568 | BANK RECORDS |
| PARMENTER REALTY FUND II LP | ||
| S | 19717849 | BANK RECORDS |
| SAROFIM MULTIFAMILY PARTNERS LP | ||
| S | 5577181 | BANK RECORDS |
| SNOWCREEK VI PARTNERS LLC | ||
| S | 894438 | BANK RECORDS |
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||
| S | 227174 | BANK RECORDS |
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||
| B | 76280 | BANK RECORDS |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| J | 1343334 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| K | 761588 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| L | 172602253 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| M | 896645 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| N | 1360514 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| R | 1018000 | BOOK |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||
| S | 24052451 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| J | 3822636 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| K | 5694880 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| L | 450232518 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| M | 30590974 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| N | 8929193 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| R | 25157992 | BOOK |
| STANFORD HOSPITAL AND CLINICS | ||
| S | 32113837 | BOOK |
| CEE EQUITY HOLDINGS LP | ||
| B | 2004383 | BANK RECORDS |
| CYPRESS MARINA PARTNERS LP | ||
| B | 2734538 | BANK RECORDS |
| DEK PORTFOLIO LLC | ||
| B | 219876 | BANK RECORDS |
| EAST SAIL | ||
| S | 22105583 | BANK RECORDS |
| JER ALBERTA LP | ||
| S | 5516253 | BANK RECORDS |
| JER ALBERTA III LP | ||
| S | 590244 | BANK RECORDS |
| MARBLETON PROPERTY FUND (ALBERTA) LP | ||
| B | 6461 | BANK RECORDS |
| PALO ALTO LP | ||
| S | 70000000 | BANK RECORDS |
| RED MARINA LLC | ||
| B | 4844618 | BANK RECORDS |
| SAND HILL INVESTMENTS LP | ||
| B | 16025499 | BANK RECORDS |
| SAND HILL INVESTMENTS LP | ||
| S | 8310834 | BANK RECORDS |
| STANFORD SGGS EUROPE INC | ||
| S | 27345386 | BANK RECORDS |
| THE FREIDENRICH SUPPORT FOUNDATION | ||
| C | 4675000 | BANK RECORDS |
| ALPINE CHALET INC | ||
| A | 4840 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 LP | ||
| B | 1256851 | BANK RECORDS |
| BREP VII ALBERTA FEEDER (OFFSHORE) TE 7 NQ LP | ||
| B | 2182852 | BANK RECORDS |
| SPM DIRECT MORTGAGE PREPAY OFFSHORE FUND II | ||
| S | 77626000 | BANK RECORDS |
| WOODBOURNE CANADA PARTNERS II - CAYMAN LP | ||
| B | 8687244 | BANK RECORDS |
| WOODBOURNE CANADA PARTNERS II - CAYMAN LP | ||
| S | 7686421 | BANK RECORDS |
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||
| Q | 858682 | BOOK |
| SHR HOLDINGS INC | ||
| C | 11540254 | BOOK |
| SHR HOLDINGS INC | ||
| Q | 1635462 | BOOK |
| STANFORD (BEIJING) CONSULTING CO LTD (WFOE) | ||
| B | 151500 | BOOK |
| STANFORD (BEIJING) CONSULTING CO LTD (WFOE) | ||
| M | 325282 | BOOK |
| STANFORD CAMPUS RECREATION ASSOCIATION | ||
| A | 103304 | BOOK |
| STANFORD CAMPUS RECREATION ASSOCIATION | ||
| Q | 590291 | BOOK |
| STANFORD EMANUEL RADIATION ONCOLOGY CTR LLC | ||
| L | 467708 | BOOK |
| STANFORD FACULTY CLUB | ||
| A | 195377 | BOOK |
| STANFORD FACULTY CLUB | ||
| B | 362802 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| A | 194990 | BOOK |
| STANFORD FEDERAL CREDIT UNION | ||
| L | 479567 | BOOK |
| STANFORD PET-CT LLC | ||
| L | 1633727 | BOOK |
| STANFORD PET-CT LLC | ||
| S | 3572000 | BOOK |
| STANFORD PROGRAMME (CAPE TOWN) NPC | ||
| R | 813637 | BOOK |
| STANFORD SCHOOLS CORPORATION | ||
| B | 903100 | BOOK |
| STANFORD UNIVERSITY BOOK STORE | ||
| A | 79176 | BOOK |
| STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST | ||
| R | 19976314 | BOOK |
| THE DUDLEY E CHAMBERS FOUNDATION | ||
| C | 1603902 | BOOK |
| THE HONG KONGSTANFORD UNIVERSITY CHAR TRUST | ||
| C | 1359749 | BANK RECORDS |
| THE STANFORD TRUST | ||
| C | 1117935 | BANK RECORDS |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| Q | 411268 | BOOK |
| MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION | ||
| M | 362029 | BOOK |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE R, PART I, LINE (1), COLUMNS (D) AND (E) | Identifier |
| Return Reference | STANFORD CONSOLIDATES ITS INTERESTS IN SAND HILL INVESTMENTS GP LLC AND | ReturnReference |
| Explanation | SAND HILL INVESTMENTS LP IN ITS FINANCIAL STATEMENTS. TOGETHER, STANFORD AND SAND HILL INVESTMENTS GP LLC OWN 100% OF THE INCOME AND ASSETS OF SAND HILL INVESTMENTS LP. SCHEDULE R, PART III, LINE (7), COLUMN (K) STANFORD DOES NOT TRACK ITS OWNERSHIP PERCENTAGE IN OUTLAWS CASINO LTD, WHICH HOLDS NO ASSETS. SCHEDULE R, PART IV, LINE (3) 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 2013. SCHEDULE R, PART V, LINE 2 AMOUNTS REPORTED FOR MIDPOINT TECHNOLOGY PARK OWNERS ASSOCIATION DO NOT INCLUDE CERTAIN PAYMENTS BY STANFORD TO THE ASSOCIATION FOR EXPENSES BORNE BY THE ASSOCIATION. | Explanation |