2025-07-15T13:43:48-05:00 2024-08-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-09-01 941156365 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY % SUPRIYA S PAI BOAR 6504986259 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 ANNE SWEENEY-HOY DIRECTOR, TAX COMPLIANCE 6507253276 2025-07-11 true true ROBERT W FRIZ P00438748 2673303000 2025-06-27 2023 2025-03-06 01:10:19Z STANFORD UNIVERSITY JONATHAN D LEVIN 450 JANE STANFORD WAY BLDG 10 STANFORD CA 94305 26250256094 false X WWW.STANFORD.EDU X 1885 CA STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. 30 27 42965 13000 149962459 0 3468332075 3028978313 3723764565 3833786289 1064657583 2466063390 216912017 212751843 8473666240 9541579835 723702779 805429077 0 0 4884046726 5460272991 2492107 1856659 143723114 2523042635 2664831399 8133284247 8932390126 340381993 609189709 61810855396 63332330950 10572551350 10864742803 51238304046 52467588147 X STANFORD UNIVERSITY IS ONE OF A SELECT GROUP OF AMERICAN UNIVERSITIES THAT HAVE ACHIEVED EMINENCE IN BOTH UNDERGRADUATE AND GRADUATE EDUCATION AND RESEARCH - CONT'D SCH O. false false 3389054143 717499099 1424029958 INSTRUCTION AND DEPARTMENTAL RESEARCH AND STUDENT SERVICES - SEE SCH O. 1723050240 23101065 333121667 ORGANIZED RESEARCH - REVENUE AMOUNT REPORTED ON LINE 4B EXCLUDES $1,670,655,897. IN GOVERNMENT RESEARCH SUPPORT, WHICH IS REPORTED AS CONTRIBUTION REVENUE ON LINE 1E OF PART VIII. CONT'D SCH O. 1262202215 840980 1899807945 HEALTH CARE SERVICES - SEE SCH O. 1539585940 63987933 175216910 7913892538 true true false true false true false true false true true true false false true true false true true true true true true true true false false true true true true false false false false false true false false true false true true false false true true true true true false true 29336 0 true 42965 true true true true false false false true true true 5 false false false false false false true true X 30 27 true false false false false false false true true false false true true true true true true true true false CA NY OK X X SUPRIYA S PAI 6504986259 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 X ROBERT F WALLACE CHIEF EXECUTIVE OFFICER, SMC 50.0 0.0 X 5307588 0 1022160 FRANK HANLEY CHIEF, PED CARDIOTHORACIC 50.0 0.0 X 5207744 0 65413 PHILIP A PIZZO FORMER DEAN SCHOOL OF MEDICINE 50.0 0.0 X 3961095 0 0 JAY KANG SR. MD, SMC 50.0 0.0 X 2978619 0 430492 LLOYD B MINOR VP MEDICAL AFFAIRS 50.0 4.0 X 2883097 0 289646 YIPING WOO PROF. & CHAIR, CARDIO SURGERY 50.0 0.0 X 2915629 0 76211 TROY SCOTT TAYLOR DIRECTOR OF FOOTBALL 50.0 0.0 X 2923047 0 52862 MARC TESSIER-LAVIGNE FORMER PRESIDENT 50.0 0.0 X 1655841 0 302301 RANDALL LIVINGSTON VP BUS AFFAIRS/CFO 50.0 4.0 X 1626689 0 195300 ROBERT C REIDY VP LAND, BUILDINGS, REAL EST 50.0 0.0 X 1594773 0 218826 MARTIN SHELL VP & CHIEF ERO 50.0 0.0 X 1295154 0 308647 DEBRA ZUMWALT VP GENERAL COUNSEL 50.0 0.0 X 940449 0 418973 PERSIS DRELL PROVOST, THRU 9/30/23 50.0 0.0 X 1057725 0 286365 JON DENNEY VP DEVELOPMENT 50.0 0.0 X 1239650 0 77754 HOWARD WOLF VP ALUM AFFAIR,PRES ALUM ASSOC 50.0 0.0 X 997125 0 150306 JONATHAN D LEVIN PRESIDENT/TRUSTEE, APPT 8/1/24 50.0 0.0 X X 1007233 0 69753 MEGAN PIERSON VP UNI. AFFAIRS, APPT 7/29/24 50.0 0.0 X 959615 0 114858 JENNY MARTINEZ PROVOST, APPOINTED 10/1/23 50.0 0.0 X 814237 0 162236 FARNAZ KHADEM VP COMMUNICATION 50.0 0.0 X 886759 0 70760 STEPHEN STREIFFER VP SLAC, THRU 10/1/23 50.0 0.0 X 848718 0 58488 ELIZABETH ZACHARIAS VP HUMAN RESOURCES 50.0 0.0 X 621777 0 222172 RICHARD P SALLER PRESIDENT/TRUSTEE,THRU 7/31/24 50.0 0.0 X X 775911 0 49942 RYAN M ADESNIK VP GOVERNMENT AFFAIRS 50.0 0.0 X 493276 0 140219 DEBORAH CULLINAN VP ARTS 50.0 0.0 X 531576 0 55996 BRADLEY HAYWARD FORMER INTERIM VP COMMUN. 50.0 0.0 X 358454 0 115385 HOWARD B PEARSON FORMER INTERIM VP DEVT. 30.0 0.0 X 338252 0 31436 FELIX J BAKER TRUSTEE 5.0 0.0 X 0 0 0 RICHARD N BARTON TRUSTEE 5.0 0.0 X 0 0 0 ANEEL BHUSRI TRUSTEE 5.0 0.0 X 0 0 0 AMY M BROOKS TRUSTEE, APPOINTED 10/1/2023 5.0 0.0 X 0 0 0 MARISA D BRUTOCO TRUSTEE, APPOINTED 10/1/2023 5.0 0.0 X 0 0 0 DEANGELA J BURNS-WALLACE TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL C CAMUNEZ TRUSTEE 5.0 0.0 X 0 0 0 MICHELLE R CLAYMAN TRUSTEE, THROUGH 9/30/2023 5.0 0.0 X 0 0 0 JAMES G COULTER TRUSTEE 5.0 0.0 X 0 0 0 ROBERTA B DENNING TRUSTEE 5.0 0.0 X 0 0 0 KATHERINE B DUHAMEL TRUSTEE 5.0 0.0 X 0 0 0 JOSE E FELICIANO TRUSTEE 5.0 0.0 X 0 0 0 HENRY A FERNANDEZ TRUSTEE 5.0 0.0 X 0 0 0 ANGELA S FILO TRUSTEE 5.0 0.0 X 0 0 0 SAKURAKO D FISHER TRUSTEE 5.0 0.0 X 0 0 0 JAMES D HALPER TRUSTEE, THROUGH 9/30/2023 5.0 0.0 X 0 0 0 MARC E JONES TRUSTEE 5.0 4.0 X 0 0 0 SARAH H KETTERER TRUSTEE 5.0 0.0 X 0 0 0 JOHN B KLEINHEINZ TRUSTEE, APPOINTED 6/1/2024 5.0 0.0 X 0 0 0 CAROL C LAM TRUSTEE, THROUGH 9/30/2023 5.0 2.0 X 0 0 0 MARC S LIPSCHULTZ TRUSTEE 5.0 0.0 X 0 0 0 KENNETH E OLIVIER TRUSTEE 5.0 0.0 X 0 0 0 CARRIE W PENNER TRUSTEE 5.0 0.0 X 0 0 0 NADIA N RAWLINSON TRUSTEE 5.0 0.0 X 0 0 0 MINDY B ROGERS TRUSTEE, THROUGH 11/30/2023 5.0 4.0 X 0 0 0 LILY SARAFAN TRUSTEE 5.0 0.0 X 0 0 0 AMIT SINHA TRUSTEE, APPOINTED 10/1/2023 5.0 4.0 X 0 0 0 SRINIJA SRINIVASAN TRUSTEE, THROUGH 3/31/2024 5.0 0.0 X 0 0 0 JEFFREY E STONE TRUSTEE, THROUGH 9/30/2023 5.0 2.0 X 0 0 0 GENE T SYKES TRUSTEE, THROUGH 4/9/2024 5.0 0.0 X 0 0 0 ELIZABETH H WEATHERMAN TRUSTEE 5.0 0.0 X 0 0 0 MAURICE C WERDEGAR TRUSTEE 5.0 0.0 X 0 0 0 CLARA WU TSAI TRUSTEE 5.0 0.0 X 0 0 0 JERRY YANG TRUSTEE 5.0 0.0 X 0 0 0 CHARLES D YOUNG TRUSTEE 5.0 0.0 X 0 0 0 GIUSEPPE P ZOCCO TRUSTEE, APPOINTED 10/1/2023 5.0 0.0 X 0 0 0 43881781 0 4955065 12733 true true false THE WHITING-TURNER CONTRACTING CO PO BOX 17596 BALTIMORE MD 21297 CONSTRUCTION 114558240 GCI GENERAL CONTRACTORS 875 BATTERY ST 1ST FL SAN FRANCISCO CA 94111 CONSTRUCTION 60783047 DEVCON CONSTRUCTION INC 690 GIBRALTAR DR MILPITAS CA 95035 CONSTRUCTION 57268688 CAHILL CONTRACTORS LLC 425 CALIFORNIA ST STE 2200 SAN FRANCISCO CA 94104 CONSTRUCTION 45307596 THE CORE GROUP 1510 S WINCHESTER BLVD SAN JOSE CA 95128 CONSTRUCTION 44161763 1016 1173951 1670655897 1357148465 315309600 3028978313 STUDENT INCOME 900099 1261126809 1261126809 GOVT.& NON GOVT.CONTRACT 900099 333121667 333121667 PATIENT CARE 900099 1899807945 1899807945 SPECIAL PROGRAMS 900099 337579139 337579139 DRIVING RANGE 900099 1420789 540920 879869 729940 729940 3833786289 565701030 116555668 449145362 6574126 6574126 14770805 14770805 230673870 36240788 194433082 0 194433082 194433082 18559775605 3355001 16666987276 2355096 1892788329 999905 1893788234 31796982 1861991252 281060 1173951 510854 -229794 -229794 0 0 0 6359995 2582245 3777750 3777750 0 9541579835 3832176480 149962459 2530462583 74769837 74769837 716141384 716141384 14517856 14517856 0 14807843 5182745 8440471 1184627 3146462 2013736 1132726 4308781666 3938417737 276570325 93793604 273367894 222380713 45396238 5590943 620739015 504660125 103344706 12734184 239430111 194545886 39958223 4926002 9510460 9390619 119841 31780436 5430747 26320327 29362 2416857 269675 2144977 2205 145100 11274 133826 1856659 1856659 3423799 3423799 465020833 385032747 76313539 3674547 6473616 6439549 13387 20680 333815570 319183726 13267700 1364144 46604153 24964024 21232069 408060 14798164 9227366 5568119 2679 364768951 318479858 42995140 3293953 109201407 102459223 4051567 2690617 5163 5163 16964865 15750957 1087957 125951 193674588 164295374 28243679 1135535 0 533081949 475977916 52960653 4143380 15667036 4307844 11288666 70526 SLAC CONSTRUCTION 249455099 249145009 296645 13445 RESEARCH SUBAWARDS 120421186 120421186 EQUIPMENT RENT & MAINTENANCE 45306815 41329404 3815134 162277 PRINTING & PUBLICATION 11164154 8626881 1028663 1508610 91131198 -19480860 106753660 3858398 8932390126 7913892538 874774474 143723114 85184 73691 744929488 886153033 2630955551 2543622445 560196086 729275039 2628684 2643684 0 0 1119795505 1240056185 5541662 6065255 99093529 105549745 16041608927 7350840922 8558836981 8690768005 9843987692 9854590751 37588607721 38651032630 0 0 0 0 656197313 622500487 61810855396 63332330950 1028883991 1113185066 0 0 1766039345 1847945958 2335410000 2335410000 0 0 0 0 3135085406 3171969386 0 0 2307132608 2396232393 10572551350 10864742803 X 27193858518 27071684742 24044445528 25395903405 51238304046 52467588147 61810855396 63332330950 X 609189709 452780933 167313459 X false true X true true true X 2451185732 2732161169 3298247649 3468332075 3028978313 14978904938 0 0 2451185732 2732161169 3298247649 3468332075 3028978313 14978904938 748903585 14230001353 433166523 435266629 488368872 496531816 701164163 2554498003 0 4319243 5618565 4888809 6645138 6641055 28112810 17561515751 16748152164 0.81029 0.81391 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true true 648 true 190412 true 648 false true 29424 true 711006 true 131673 1063811 false PART II-B - LOBBYING ACTIVITY EXPLANATION AN INSUBSTANTIAL PORTION OF STANFORD UNIVERSITY'S TOTAL ACTIVITIES INVOLVED LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION OR OF COMPELLING IMPORTANCE TO STANFORD IN PARTICULAR. INSTITUTIONAL EFFORTS REGARDING LEGISLATION AND REGULATION ARE DIRECTED BY THE OFFICE OF GOVERNMENT AFFAIRS. DURING FISCAL YEAR 2024, THE OFFICE CONSISTED OF NINE PROFESSIONAL STAFF MEMBERS AND FOUR SUPPORT STAFF. ACTIVITIES BY THE OFFICE OF GOVERNMENT AFFAIRS STAFF INCLUDE CONTACTS BY LETTERS, PHONE CALLS AND MEETINGS WITH LEGISLATORS, MEMBERS OF THEIR STAFFS, OR OTHER GOVERNMENT OFFICIALS, AND MEETINGS WITH LOCAL CITIZENS REGARDING STANFORD ISSUES WITH LOCAL GOVERNMENT. IN FISCAL YEAR 2024, LEGISLATIVE, EXECUTIVE, AND LOCAL REGULATORY ISSUES HANDLED BY THE UNIVERSITY INCLUDED THE FOLLOWING: LOCAL ISSUES: POLICY ADVOCACY, ZONING AND LAND USE ENTITLEMENTS RELATED TO PROPERTY OWNED BY OR OF INTEREST TO THE UNIVERSITY AND OFTEN CONTIGUOUS TO THE UNIVERSITY'S ACADEMIC CAMPUS. STATE ISSUES: COLLEGE ATHLETICS, TITLE IX, CAMPUS SAFETY, STUDENT AFFAIRS, RESEARCH POLICIES AND HEALTHCARE SERVICES. FEDERAL ISSUES: STUDENT AID AND EDUCATION POLICY ISSUES; RESEARCH POLICY; TAXATION; REIMBURSEMENT OF FEDERAL COSTS; FUNDING LEVELS OF RESEARCH (E.G. NIH, DOE, NASA, DOD, NSF, NEH); FUNDING FOR SLAC NATIONAL ACCELERATOR LABORATORY; AI RESEARCH RESOURCES; HEALTH CARE; INTELLECTUAL PROPERTY; COLLEGE ATHLETICS; AND IMMIGRATION POLICY. THE TOTAL BUDGET EXPENDED BY THE OFFICE OF GOVERNMENT AFFAIRS WAS $3,583,104 AND INCLUDES SALARY AND BENEFITS FOR NINE PROFESSIONALS AND FOUR SUPPORT STAFF, AS WELL AS OTHER COMPENSATION. THE ESTIMATED TOTAL EXPENSES IN LOBBYING, INCLUDING DIRECT PREPARATION TIME BY THE OFFICE OF GOVERNMENT AFFAIRS EMPLOYEES, AS DEFINED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE AND ITS REGULATORS, AND PAYMENTS OF TRAVEL OR ENTERTAINMENT EXPENSES FOR FEDERAL OR LOCAL OFFICIALS, ARE ESTIMATED AS FOLLOWS: SALARIES, BENEFITS, % LOBBYING $ 494,434 GENERAL OFFICE OVERHEAD $ 372,830 PAID CONSULTANT, COALITION DUES $ 145,100 GRANTS TO OTHER ORGANIZATIONS $ 19,112 TRAVEL $ 32,335 TOTAL $ 1,063,811 THE TOTAL AMOUNT SPENT BY STANFORD IN LOBBYING REPRESENTS AN INSIGNIFICANT PART OF THE UNIVERSITY'S TOTAL EXPENDITURES, EVEN MAKING THE MOST GENEROUS ALLOWANCE FOR THE LOBBYING ACTIVITIES OF STANFORD UNIVERSITY EMPLOYEES OUTSIDE THE OFFICE OF GOVERNMENT AFFAIRS WORKING ON BEHALF OF THE UNIVERSITY. 73 66 7475028 5867932 84577931 10502990 680096411 86449402 true true X X X X false 36494893000 938289000 2020189000 415510998 1406801002 37631059000 36338794000 727164000 1165281000 394305749 1342040251 36494893000 37788187000 505403000 91944000 340758811 1705981189 36338794000 28948111000 1408620000 8761609000 325695774 1004457226 37788187000 27699834000 491459000 2111876000 309759498 1045298502 28948111000 0.44310 0.25520 0.30170 false true true 325622958 325622958 11610626237 4831128590 6779497647 2410953919 2050104356 360849563 1694405813 469607976 1224797837 8690768005 CASH & CASH EQUIVALENTS 1033901218 F DERIVATIVES -5873051 F FIXED INCOME 3292482630 F REAL ESTATE 9295319361 F NATURAL RESOURCES 1633402982 F PRIVATE EQUITIES 18124625523 F ABSOLUTE RETURNS 7808048731 F ASSETS HELD BY OTHER TRUSTEES 178869648 F OTHER INVESTMENTS 901533878 F ASSETS LIMITED TO USE 551352123 F HOSPITAL FUNDS IN MERGED POOL -4162630413 F 38651032630 0 INCOME BENEFICIARY SHARE-SPLIT 585681359 LEASE LIABILITIES 679649838 CURRENT AND DEFERRED EXCISE TAX 220322670 ACCRUED EXPENSE RESERVE 3626302 PENDING TRADES 890801 LIVING TRUST LIABILITY AND OTHER 78839359 RELATED PARTY LIABILITY 324008064 ACCRUED PENSION AND POST RETIREMENT 503214000 2396232393 X SCHEDULE D, PART I, COLUMN (B) COLUMN (B) REPRESENTS FUNDS CREATED TO MAKE GRANTS ONLY WITHIN THE UNIVERSITY. SCHEDULE D, PART I, LINE 2 INCLUDED IN AGGREGATE CONTRIBUTIONS TO FUNDS ARE NEW GIFTS AS WELL AS TRANSFERS FROM OTHER ACCOUNTS WITHIN THE UNIVERSITY. SCHEDULE D, PART III, LINE 1A WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED. PROCEEDS FROM SALES OF SUCH ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. SCHEDULE D, PART III, LINE 4 THE CANTOR ARTS CENTER AT STANFORD UNIVERSITY IS A MUSEUM COMMITTED TO INTELLECTUAL EXPLORATION AND THE PURSUIT OF KNOWLEDGE, FOSTERING A SENSE OF DISCOVERY THROUGH DIRECT EXPERIENCES WITH WORKS OF ART. THE CENTER COLLECTS, PRESERVES, AND STUDIES ART FROM ALL CULTURES AND PERIODS, SERVING THE UNIVERSITY AND THE PUBLIC THROUGH EXHIBITIONS AND PROGRAMS THAT INSPIRE THE UNDERSTANDING AND ENJOYMENT OF ART. THE ANDERSON COLLECTION IS AN OUTSTANDING ASSEMBLAGE OF MODERN AND CONTEMPORARY AMERICAN ART. THE COLLECTION IS ANCHORED IN THE WORK OF THE NEW YORK SCHOOL AND KEY MODERN AND CONTEMPORARY ARTISTS COLLECTED IN DEPTH, ACROSS MEDIA. MAJOR MOVEMENTS REPRESENTED INCLUDE ABSTRACT EXPRESSIONISM, COLOR FIELD PAINTING, POST-MINIMALISM, CALIFORNIA FUNK ART, BAY AREA FIGURATIVE ART, LIGHT AND SPACE, AND CONTEMPORARY PAINTING AND SCULPTURE. THE 144-WORK COLLECTION FEATURES 89 ARTISTS, INCLUDING JACKSON POLLACK, HELEN FRANKENTHALER AND RICHARD DIEBENKORN. ADMISSION TO THE MUSEUM IS FREE. THE COLLECTION, BUILT OVER 60 YEARS, WAS DONATED TO STANFORD BY HARRY W. AND MARY MARGARET ANDERSON AND MARY PATRICIA ANDERSON PENCE. SCHEDULE D, PART V, LINES 1B & 1E "CONTRIBUTIONS" (LINE 1B) INCLUDE CERTAIN INVESTMENT INCOME, CURRENT YEAR GIFTS TO ENDOWMENT, MATURED LIVING TRUSTS DIRECTED TO ENDOWMENT, AND CERTAIN OTHER FUNDS TRANSFERRED INTO THE ENDOWMENT. INCLUDED IN "OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS" (LINE 1E) ARE FUNDS DISTRIBUTED ANNUALLY FROM ENDOWMENT INVESTMENT RETURN TO SUPPORT FACULTY, INSTRUCTIONAL SUPPORT AND UNIVERSITY INFRASTRUCTURE PRIMARILY BASED ON DONOR RESTRICTIONS. PLEASE SEE FURTHER DISCUSSION BELOW IN "INTENDED USES OF THE ENDOWMENT FUNDS". 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. OVER 75% OF THE ENDOWMENT PAYOUT IS RESTRICTED BY PURPOSE. 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 CRITICAL 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 NEARLY 22% OF STANFORD'S OPERATING EXPENSES. STANFORD IS CURRENTLY DIRECTING CONSIDERABLE RESEARCH AND EDUCATION EFFORTS TOWARD ADDRESSING THE CHALLENGES CRITICAL TO THE WORLD. IN PARTICULAR, IT IS SEEKING SOLUTIONS TO SOME OF THE MOST CHALLENGING PROBLEMS IN HUMAN HEALTH, INTERNATIONAL PEACE AND SECURITY AND THE ENVIRONMENT AND SUSTAINABILITY. ONE OF THE UNIVERSITY'S HIGHEST PRIORITIES IS TO REMAIN AFFORDABLE AND ACCESSIBLE TO THE MOST TALENTED STUDENTS, REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. THE UNIVERSITY'S ADMISSION PROCESS FOR UNDERGRADUATE STUDENTS FROM THE UNITED STATES IS NEED-BLIND, WHICH MEANS THAT STUDENTS ARE ADMITTED IRRESPECTIVE OF THEIR ABILITY TO PAY; THE UNIVERSITY PROVIDES THE FINANCIAL AID NECESSARY TO MAKE STANFORD AFFORDABLE TO EVERY ADMITTED STUDENT. FOR INTERNATIONAL STUDENTS, THE UNIVERSITY IS NEED-AWARE: STANFORD ANALYZES THE NEED FOR AID AND AIMS TO MEET THE DETERMINED NEED. SINCE 2000, THE UNIVERSITY HAS CONTINUED TO ENHANCE ITS FINANCIAL AID PROGRAMS FOR BOTH ITS UNDERGRADUATE AND GRADUATE STUDENTS. DURING FY24, FAMILIES OF UNDERGRADUATE STUDENTS FROM THE U.S. WITH INCOMES BELOW $150,000 AND ASSETS TYPICAL OF THAT INCOME LEVEL RECEIVE AT LEAST ENOUGH SCHOLARSHIP TO COVER THE COST OF TUITION. THOSE WITH INCOMES BELOW $100,000 WITH TYPICAL ASSETS, WILL NOT HAVE TO PAY TUITION, ROOM OR BOARD. IN FY24, APPROXIMATELY 50% OF UNDERGRADUATES WERE AWARDED NEED-BASED FINANCIAL AID FROM STANFORD. GRADUATE STUDENT FINANCIAL AID AND OTHER SUPPORT IS AWARDED BASED ON ACADEMIC MERIT AND THE AVAILABILITY OF AID. IN THE FACE OF DIMINISHING FEDERAL SUPPORT, STANFORD HAS ASSUMED MORE OF THE FINANCIAL WEIGHT OF SUPPORTING ITS GRADUATE STUDENTS. IN FY24, OVER 80% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL SUPPORT. FOR THE YEAR ENDED AUGUST 31, 2024, ENDOWMENT PAYOUT SUPPORT INCLUDED THE FOLLOWING BROAD FUNCTIONS OF THE UNIVERSITY: INSTRUCTION AND RESEARCH $ 525,060,554 STUDENT FINANCIAL AID $ 415,510,998 FACULTY SALARIES AND SUPPORT $ 363,382,263 LIBRARIES $ 29,764,332 SCHEDULE D, PART X, LINE 2 ASC 740 LIABILITY - MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 STANFORD POSTS ITS NON-DISCRIMINATION POLICY ON ITS MAIN WEBSITE. IN ADDITION, ADMISSION AND FINANCIAL AID OFFICES OUTREACH PROGRAMS PUBLICIZE STANFORD UNIVERSITY'S ACADEMIC OPPORTUNITIES AT SECONDARY AND POST-SECONDARY SCHOOLS THROUGHOUT THE UNITED STATES. SCHEDULE E, LINE 6A STANFORD UNIVERSITY RECEIVED RESEARCH AND INSTRUCTIONAL GRANTS AND CONTRACTS, FELLOWSHIP AND STUDENT AID AWARDS, LIBRARY GRANTS, AND CONSTRUCTION AND CONTRACTS FROM VARIOUS FEDERAL AGENCIES. true Central America and the Caribbean 0 0 Program Services CONFERENCE & SEMINARS 260775 East Asia and the Pacific 0 0 Program Services CONFERENCE & SEMINARS 4651637 Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCE & SEMINARS 9954016 Middle East and North Africa 0 0 Program Services CONFERENCE & SEMINARS 455287 North America 0 0 Program Services CONFERENCE & SEMINARS 1990358 Russia and the Newly Independent States 0 0 Program Services CONFERENCE & SEMINARS 34756 South America 0 0 Program Services CONFERENCE & SEMINARS 391732 South Asia 0 0 Program Services CONFERENCE & SEMINARS 406347 Sub-Saharan Africa 0 0 Program Services CONFERENCE & SEMINARS 583236 Antarctica 0 0 Program Services EDUCATION 10366 Central America and the Caribbean 0 2 Program Services EDUCATION 67015 East Asia and the Pacific 0 33 Program Services EDUCATION 1447093 Europe (Including Iceland and Greenland) 0 159 Program Services EDUCATION 1930151 Middle East and North Africa 0 0 Program Services EDUCATION 162640 North America 0 45 Program Services EDUCATION 354079 Russia and the Newly Independent States 0 0 Program Services EDUCATION 3616 South America 0 40 Program Services EDUCATION 301081 South Asia 0 1 Program Services EDUCATION 554042 Sub-Saharan Africa 2 4 Program Services EDUCATION 4669100 Central America and the Caribbean 0 0 Program Services FOREIGN CENTER 637 East Asia and the Pacific 0 0 Program Services FOREIGN CENTER 2242217 Europe (Including Iceland and Greenland) 0 0 Program Services FOREIGN CENTER 74920 South America 0 0 Program Services FOREIGN CENTER 12566 Sub-Saharan Africa 0 0 Program Services FOREIGN CENTER 9178 Central America and the Caribbean 0 0 Program Services FOREIGN TRAVEL 85335 East Asia and the Pacific 0 0 Program Services FOREIGN TRAVEL 1220536 Europe (Including Iceland and Greenland) 0 0 Program Services FOREIGN TRAVEL 2703570 Middle East and North Africa 0 0 Program Services FOREIGN TRAVEL 100532 North America 0 0 Program Services FOREIGN TRAVEL 317541 Russia and the Newly Independent States 0 0 Program Services FOREIGN TRAVEL 11929 South America 0 0 Program Services FOREIGN TRAVEL 226921 South Asia 0 0 Program Services FOREIGN TRAVEL 53083 Sub-Saharan Africa 0 0 Program Services FOREIGN TRAVEL 260870 Antarctica 0 0 Program Services RESEARCH 1600 Central America and the Caribbean 0 9 Program Services RESEARCH 514958 East Asia and the Pacific 0 31 Program Services RESEARCH 4952412 Europe (Including Iceland and Greenland) 0 40 Program Services RESEARCH 8203340 Middle East and North Africa 0 12 Program Services RESEARCH 677713 North America 0 20 Program Services RESEARCH 2452461 Russia and the Newly Independent States 0 6 Program Services RESEARCH 121685 South America 0 18 Program Services RESEARCH 2424118 South Asia 0 37 Program Services RESEARCH 2090555 Sub-Saharan Africa 0 32 Program Services RESEARCH 1602410 East Asia and the Pacific 0 3 Program Services STUDY ABROAD 1351756 Europe (Including Iceland and Greenland) 5 244 Program Services STUDY ABROAD 12257165 Middle East and North Africa 0 1 Program Services STUDY ABROAD 0 North America 0 2 Program Services STUDY ABROAD 0 South Asia 0 1 Program Services STUDY ABROAD 0 Sub-Saharan Africa 0 3 Program Services STUDY ABROAD 0 Antarctica 0 0 Program Services STUDY TOURS 835348 Central America and the Caribbean 0 0 Program Services STUDY TOURS 90430 East Asia and the Pacific 0 0 Program Services STUDY TOURS 3123187 Europe (Including Iceland and Greenland) 0 0 Program Services STUDY TOURS 4741819 Middle East and North Africa 0 0 Program Services STUDY TOURS 463227 North America 0 0 Program Services STUDY TOURS 291051 Russia and the Newly Independent States 0 0 Program Services STUDY TOURS 253710 South America 0 0 Program Services STUDY TOURS 992975 South Asia 0 0 Program Services STUDY TOURS 399511 Sub-Saharan Africa 0 0 Program Services STUDY TOURS 1271639 East Asia and the Pacific 0 0 Program Services TRAVEL STUDY 72760 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL STUDY 372985 South Asia 0 0 Program Services TRAVEL STUDY 55149 Central America and the Caribbean 0 0 INVESTMENT ADMIN 2589 East Asia and the Pacific 0 0 INVESTMENT ADMIN 116206 Europe (Including Iceland and Greenland) 0 0 INVESTMENT ADMIN 299141 North America 0 0 INVESTMENT ADMIN 7446 South America 0 0 INVESTMENT ADMIN 39666 South Asia 0 0 INVESTMENT ADMIN 300 South America 0 0 INVESTMENT FEES 2576535 East Asia and the Pacific 5 41 INV. OPERATING SUBS 161444 Europe (Including Iceland and Greenland) 1 0 INV. OPERATING SUBS 0 South America 1 25 INV. OPERATING SUBS 10000 South Asia 1 20 INV. OPERATING SUBS 467349 Sub-Saharan Africa 1 36 INV. OPERATING SUBS 0 Central America and the Caribbean 0 0 INVESTMENTS 15349749801 East Asia and the Pacific 0 0 INVESTMENTS 459162557 Europe (Including Iceland and Greenland) 0 0 INVESTMENTS 1434590342 Middle East and North Africa 0 0 INVESTMENTS 17815 North America 0 0 INVESTMENTS 342592134 South America 0 0 INVESTMENTS 116844906 Sub-Saharan Africa 0 0 INVESTMENTS 1043355592 East Asia and the Pacific 0 0 GRANTMAKING 251187 Europe (Including Iceland and Greenland) 0 0 GRANTMAKING 223763 North America 0 0 GRANTMAKING 39750 South America 0 0 GRANTMAKING 26500 South Asia 0 0 GRANTMAKING 268990 Sub-Saharan Africa 0 0 GRANTMAKING 547525 Central America and the Caribbean 0 0 GRANTMAKING 103598 East Asia and the Pacific 0 0 GRANTMAKING 1095123 Europe (Including Iceland and Greenland) 0 0 GRANTMAKING 6272059 Middle East and North Africa 0 0 GRANTMAKING 989156 North America 0 0 GRANTMAKING 997591 South America 0 0 GRANTMAKING 894616 South Asia 0 0 GRANTMAKING 1412698 Sub-Saharan Africa 0 0 GRANTMAKING 1405801 East Asia and the Pacific 0 0 FUNDRAISING 454349 Europe (Including Iceland and Greenland) 0 0 FUNDRAISING 205312 Middle East and North Africa 0 0 FUNDRAISING 33492 North America 0 0 FUNDRAISING 178655 South America 0 0 FUNDRAISING 40651 South Asia 0 0 FUNDRAISING 6175 0 279 16 586 16 865 23004185 18827597755 18850601940 Central America and the Caribbean RESEARCH SUB 50000 CHECK/WIRE Central America and the Caribbean RESEARCH SUB 17731 CHECK/WIRE Central America and the Caribbean RESEARCH SUB 35867 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 103968 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 71979 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 180352 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 298526 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 122610 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 70043 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 8520 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 127881 CHECK/WIRE East Asia and the Pacific RESEARCH SUB 108115 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 46572 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 132597 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 166750 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 335000 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 7407 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 85864 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 1014616 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 111460 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 101730 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 43469 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 83973 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 618553 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 57920 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 83498 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 319927 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 274679 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 61992 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 208003 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 262362 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 85000 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 9404 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 57170 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 52310 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 73903 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 62640 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 87960 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 89406 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 201848 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 46233 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 178166 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 193551 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 72887 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 237329 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 10153 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 234129 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 126170 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 409259 CHECK/WIRE Europe (Including Iceland and Greenland) RESEARCH SUB 14055 CHECK/WIRE Middle East and North Africa RESEARCH SUB 47122 CHECK/WIRE Middle East and North Africa RESEARCH SUB 16662 CHECK/WIRE Middle East and North Africa RESEARCH SUB 623096 CHECK/WIRE Middle East and North Africa RESEARCH SUB 53255 CHECK/WIRE Middle East and North Africa RESEARCH SUB 61600 CHECK/WIRE Middle East and North Africa RESEARCH SUB 187421 CHECK/WIRE North America RESEARCH SUB 101794 CHECK/WIRE North America RESEARCH SUB 35000 CHECK/WIRE North America RESEARCH SUB 25056 CHECK/WIRE North America RESEARCH SUB 96620 CHECK/WIRE North America RESEARCH SUB 7136 CHECK/WIRE North America RESEARCH SUB 18450 CHECK/WIRE North America RESEARCH SUB 182031 CHECK/WIRE North America RESEARCH SUB 485035 CHECK/WIRE North America RESEARCH SUB 46468 CHECK/WIRE South America RESEARCH SUB 287220 CHECK/WIRE South America RESEARCH SUB 6000 CHECK/WIRE South America RESEARCH SUB 16674 CHECK/WIRE South America RESEARCH SUB 59126 CHECK/WIRE South America RESEARCH SUB 60803 CHECK/WIRE South America RESEARCH SUB 52370 CHECK/WIRE South America RESEARCH SUB 337374 CHECK/WIRE South America RESEARCH SUB 75050 CHECK/WIRE South Asia RESEARCH SUB 548718 CHECK/WIRE South Asia RESEARCH SUB 245053 CHECK/WIRE South Asia RESEARCH SUB 95798 CHECK/WIRE South Asia RESEARCH SUB 40351 CHECK/WIRE South Asia RESEARCH SUB 445646 CHECK/WIRE South Asia RESEARCH SUB 37133 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 85961 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 140361 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 862568 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 234847 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 26945 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 44107 CHECK/WIRE Sub-Saharan Africa RESEARCH SUB 11012 CHECK/WIRE 81 5 SCHOLARSHIP East Asia and the Pacific 34 251187 CHECK/EFT STIPENDS Europe (Including Iceland and Greenland) 35 223763 CHECK/EFT STIPENDS North America 3 39750 CHECK/EFT STIPENDS South America 2 26500 CHECK/EFT STIPENDS South Asia 25 268990 CHECK/EFT STIPENDS Sub-Saharan Africa 49 547525 CHECK/EFT true true true true true true PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES (US) ARE PRINCIPALLY GOVERNED BY THE PURPOSE FOR WHICH THE FUNDS WERE GRANTED. SUBAWARD GRANTS AND GRANTS PAID OUTSIDE OF THE US, OR FOR USE OUTSIDE THE US, FOR PROGRAMS WHICH HAVE A READILY IDENTIFIABLE FOREIGN COMPONENT AND ARE TRACKED SEPARATELY ARE REPORTED ON SCHEDULE F. (GRANTMAKING IS FURTHER DISCUSSED BELOW.) FINANCIAL AID: FINANCIAL AID AMOUNTS SUCH AS GRANTS, STIPENDS, FELLOWSHIPS AND SCHOLARSHIPS ARE PAID TO ENROLLED STUDENTS AND MAY BE USED FOR ACADEMIC ACTIVITIES ABROAD. STANFORD REQUIRES THAT STUDENTS WHO ARE RECEIVING FINANCIAL AID MAINTAIN THEIR REGISTRATION STATUS, AND BE ENROLLED FOR ACADEMIC CREDIT IN UNIVERSITY-APPROVED AND MONITORED PROGRAMS AND/OR RELATED ACADEMIC ACTIVITIES. ACCORDINGLY, THE UNIVERSITY DOES NOT CONSIDER FINANCIAL AID DISBURSEMENTS IN THE US TO ENROLLED STUDENTS AS "GRANTS TO FOREIGN INDIVIDUALS." SUBAWARDS: PROCEDURES FOR MONITORING SUBAWARDS (DISCUSSED FURTHER BELOW UNDER 3. GRANTMAKING) INCLUDE AN INITIAL RISK ASSESSMENT OF THE RECIPIENT TOGETHER WITH A REVIEW OF FINANCIAL STATEMENTS (PREFERABLY, AUDITED). THIS ASSESSMENT DETERMINES THE SCOPE OF THE ENSUING AGREEMENT TERMS TO ENSURE SAFE-HANDLING OF THE AWARD. IN ACCORDANCE WITH OFFICE OF MANAGEMENT AND BUDGET (OMB) UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS (UNIFORM GUIDANCE), SUB-RECIPIENTS WHO ARE NOT UNDER SINGLE AUDIT ARE REQUIRED TO ANNUALLY COMPLETE A QUESTIONNAIRE DESIGNED TO ASSESS CERTAIN ASPECTS OF THE SUB-RECIPIENT'S INTERNAL CONTROLS AND FINANCIAL STATUS. THIS INFORMATION IS COLLECTED AND REVIEWED BY UNIVERSITY SPONSORED RESEARCH SPECIALISTS. INVOICES SUBMITTED BY THE SUB RECIPIENT TO THE UNIVERSITY ARE REVIEWED TO ENSURE THAT CHARGED EXPENSES MEET BOTH INTERNAL ACCOUNTING POLICIES, AS WELL AS FEDERAL STANDARDS. AWARDS ARE MONITORED ON AN ONGOING BASIS. PART I, LINE 3: DETAILS FOR EACH TYPE OF ACTIVITY (1. PROGRAM SERVICES, 2. INVESTMENTS, 3. GRANTMAKING, 4. FUNDRAISING) CONDUCTED IN EACH REGION AND THE METHOD USED TO ACCOUNT FOR EXPENDITURES ON PART I, COLUMN (F): AS A LEADING RESEARCH INSTITUTION, STANFORD UNIVERSITY CONDUCTS ACTIVITIES WORLDWIDE IN PURSUIT OF ITS ACADEMIC MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. ITS STUDENTS, FACULTY AND ALUMNI COMMUNITIES ARE SIMILARLY INTERNATIONAL IN CHARACTER AND SEEK TO COLLABORATE IN AN INTERDEPENDENT WORLD TO UNDERSTAND AND SOLVE GLOBAL CHALLENGES. THE UNIVERSITY HAS REPORTED ON SCHEDULE F EXPENDITURES RELATING TO FOREIGN ACTIVITIES THAT ARE TRACKED IN THE ACCOUNTING SYSTEM, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. 1.PROGRAM SERVICES: PROGRAM SERVICES INCLUDE ACTIVITIES RELATING TO THE CORE INSTITUTIONAL MISSION OF TEACHING, RESEARCH AND HEALTH CARE. FOR THE FISCAL YEAR ENDED AUGUST 31, 2024, AMOUNTS ASSOCIATED WITH PROGRAM SERVICES INCREASED COMPARED TO PRIOR YEARS, DRIVEN BY GLOBAL ACTIVITIES IN SUPPORT OF THE UNIVERSITY'S CORE MISSION AND SUSTAINED INFLATIONARY PRESSURES. -TRAVEL STUDY: TRAVEL STUDY INCLUDES EXPENSES INCURRED IN REGION FOR STUDENTS TO EXAMINE GLOBAL ISSUES IN A FACULTY LED GROUP-LEARNING ENVIRONMENT. -STUDY TOURS: STUDY TOURS INCLUDE EXPENSES INCURRED IN THE REGION FOR ALUMNI ASSOCIATION SPONSORED STUDY TRIPS. -STUDY ABROAD: STUDY ABROAD INCLUDES OPERATING EXPENSES INCURRED IN THE REGION FOR PREDOMINANTLY STANFORD-RUN UNDERGRADUATE FOREIGN STUDY PROGRAMS. THIS INCLUDES SALARIES AND BENEFITS, PROFESSIONAL SERVICE FEES, STUDENT SUPPORT COST, OVERSEAS GENERAL SERVICE COST, SUPPLIES AND MATERIAL, AND OTHER ASSOCIATED EXPENSES. -RESEARCH: RESEARCH INCLUDES CONTRACT PAYMENTS TO FOREIGN SUB-RECIPIENTS AND DIRECT COSTS INCURRED REGIONALLY FOR ACADEMIC RESEARCH PROJECTS, INCLUDING PAYMENTS FOR PROFESSIONAL SERVICES ENGAGED TO FURTHER THE RESEARCH PURPOSE. -FOREIGN TRAVEL: FOREIGN TRAVEL IS CATEGORIZED SEPARATELY IN THE ACCOUNTING SYSTEM TO MEET COST PRINCIPLES OF OMB REQUIREMENTS. -FOREIGN CENTER: REPRESENTS EXPENSES INCURRED FOR THE OPERATION, SUPPORT, MAINTENANCE, AND MANAGEMENT OF FACILITIES IN THE EAST ASIA/PACIFIC REGION TO HOUSE STANFORD FACULTY, STAFF, AND STUDENTS ENGAGED IN ACADEMIC ACTIVITIES. -EDUCATION: INCLUDES PROGRAM FUNDING FOR US FACULTY AND STUDENTS FOR ACADEMIC ACTIVITIES CONDUCTED INTERNATIONALLY. STANFORD ALSO OFFERS EDUCATIONAL PROGRAMS TO NON-MATRICULATED STUDENTS. -CONFERENCES AND SEMINARS: INCLUDE EXPENSES INCURRED FOR LODGING, TRANSPORTATION AND MEALS FOR FACULTY AND STUDENTS TO ATTEND AND PRESENT ACADEMIC AND RESEARCH FINDINGS. 2.INVESTMENTS: I) INVESTMENTS ARE REPORTED AS OF AUGUST 31, 2024 AT FAIR MARKET VALUE, DETERMINED IN ACCORDANCE WITH US GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INVESTMENT MANAGEMENT FEES ARE DIRECT FEES EXPENSED DURING FISCAL YEAR 2024. ON OCCASION THE UNIVERSITY WILL INVEST IN AN ENTITY THAT WILL REQUIRE A PREPAYMENT OF CERTAIN INVESTMENT MANAGEMENT RELATED FEES. THE UNIVERSITY INCLUDES SUCH FEES AS PART OF THE INITIAL INVESTMENT FOR ACCOUNTING PURPOSES. IN ACCORDANCE WITH IRS SPECIFIC SCHEDULE F INSTRUCTIONS AND CONSISTENT WITH UNIVERSITY ACCOUNTING POLICY TO INCLUDE SUCH FEES AS PART OF THE INITIAL INVESTMENT BASIS, THE PREPAYMENT OF INVESTMENT MANAGEMENT FEES AND THE SUBSEQUENT AMORTIZATION THEREOF IS EXCLUDED FROM PART I REPORTING. THE REGION IN WHICH INVESTMENTS ARE REPORTED ON SCHEDULE F IS BASED ON THE INVESTMENT ENTITY'S LEGAL DOMICILE (I.E., COUNTRY WHOSE LAWS GOVERN THE ENTITY'S AFFAIRS) AND IS NOT INTENDED TO BE AN INDICATION OF WHERE THE INVESTMENT MANAGER DEPLOYS ASSETS. ACCORDINGLY, SUCH INFORMATION ON SCHEDULE F MAY NOT REFLECT THE REGIONS OF THE WORLD WHERE THE UNIVERSITY'S ASSETS ARE ACTUALLY INVESTED. STANFORD MANAGEMENT COMPANY ("SMC"), A DIVISION OF THE UNIVERSITY, ACTIVELY MANAGES THE UNIVERSITY'S MERGED POOL, WHICH COMPRISES THE SUBSTANTIAL MAJORITY OF STANFORD'S INVESTABLE ASSETS. THE PORTFOLIO IS CONSTRUCTED TO GENERATE ATTRACTIVE LONG-TERM RETURNS, ADJUSTED FOR RISK, SO THAT THE ENDOWMENT CAN PROVIDE MEANINGFUL ANNUAL SUPPORT TO THE OPERATING BUDGET OF THE UNIVERSITY WHILE PRESERVING PURCHASING POWER ACROSS GENERATIONS. STANFORD'S INVESTMENT PROGRAM IS CONSISTENT WITH ITS FIDUCIARY RESPONSIBILITIES UNDER THE CALIFORNIA UNIFORM PRUDENT INVESTOR ACT. TO EXECUTE ITS INVESTMENT STRATEGY, STANFORD INVESTS THROUGH ONSHORE AND OFFSHORE INVESTMENT VEHICLES. OFTEN, WHEN ACCESSING INTERNATIONAL OPPORTUNITIES, THERE IS NO ONSHORE OPTION. STANFORD REPORTS ITS HOLDINGS TO THE IRS AND OTHER TAX AUTHORITIES AND MAKES EVERY EFFORT TO BE FULLY COMPLIANT WITH ALL APPLICABLE DOMESTIC AND FOREIGN LAWS. OFFSHORE VEHICLES ARE STILL SUBJECT TO US TAX PROVISIONS, SPECIFICALLY ON INCOME THAT IS EFFECTIVELY CONNECTED TO THEIR OPERATIONS IN THE U.S., AS WELL AS ON DIVIDENDS RECEIVED FROM OPERATIONS DOMICILED IN THE U.S. IN SUMMARY, THE UNIVERSITY'S LONG-TERM INVESTMENT STRATEGY RELIES ON A PORTFOLIO DIVERSIFIED BY ASSET CLASS AND GEOGRAPHY, CONTINUALLY REFINED TO ACHIEVE DESIRED OVERALL RISK AND RETURN CHARACTERISTICS. COMBINED WITH A DISCIPLINED PAYOUT POLICY, STANFORD'S TRUSTEES AIM TO PROVIDE ROBUST ANNUAL SUPPORT FOR THE CURRENT OPERATING ACTIVITIES AND TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT FOR FUTURE GENERATIONS OF STUDENTS AND SCHOLARS. II) ALSO REPORTED AS INVESTMENTS ARE STANFORD'S INVESTMENTS IN RELATED OPERATING SUBSIDIARIES THROUGH WHICH THE UNIVERSITY CONDUCTS ONGOING PROGRAM ACTIVITIES IN CERTAIN FOREIGN COUNTRIES. 3.GRANTMAKING: STANFORD UNIVERSITY IS NOT A "GRANT MAKER" PER SE IN THAT ITS FUNDAMENTAL MISSION, AND PURPOSE FOR TAX-EXEMPTION, RELATES TO TEACHING, RESEARCH AND HEALTH CARE ACTIVITIES. HOWEVER, IN THE COURSE OF THESE MISSION-BASED ACTIVITIES, THE UNIVERSITY DOES MAKE PAYMENTS THAT MEET THE CRITERIA FOR 'GRANTMAKING' AS DEFINED BY THE INSTRUCTIONS TO IRS 990 SCHEDULE F. ACCORDINGLY, THESE GRANTS ARE REPORTED ON SCHEDULE F, PART I, AND ALSO REPORTED ON PARTS II AND III AS REQUIRED BY THE INSTRUCTIONS. FOR MOST 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, PERMANENT RESIDENTS AND UNDOCUMENTED STUDENTS; IT ADMITS QUALIFIED STUDENTS WITHOUT REGARD TO THEIR ABILITY TO PAY, AND PROVIDES A COMPREHENSIVE FINANCIAL AID PROGRAM FOR ALL ADMITTED US UNDERGRADUATE STUDENTS WHO HAVE UNIVERSITY-COMPUTED NEED, AND WHO MEET STATED FINANCIAL AID ELIGIBILITY REQUIREMENTS. FOR THE FISCAL YEAR ENDED AUGUST 31, 2024 (FY 2024), NEARLY 50% OF UNDERGRADUATE WERE AWARDED NEED-BASED FINANCIAL AID WHILE OVER 80% OF GRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL SUPPORT, WITH A TOTAL OF $895 MILLION OF FINANCIAL AID DISBURSED TO ALL STANFORD STUDENTS. STUDENT FINANCIAL AID TO GRADUATE AND UNDERGRADUATE STUDENTS INCREASED BY $33 MILLION TO $459 MILLION IN FY 2024 IN LINE WITH THE INCREASE IN TUITION AND ROOM AND BOARD RATES, AND THE INCREASE IN ENROLLMENT. IN ADDITION, UNDER THE UNIVERSITY'S EXPANDED FINANCIAL AID PROGRAMS, THE AVERAGE AID PER RECIPIENT INCREASED AS COMPARED TO THE PRIOR FISCAL YEAR. THE UNIVERSITY ALSO PROVIDED SUPPORT IN THE FORMS OF STIPENDS, TEACHING AND RESEARCH ASSISTANTSHIPS AND RELATED ALLOWANCES FOR TUITION OF $436 MILLION IN FY 2024. GRANTS TO ORGANIZATIONS ARE PRIMARILY IN THE FORM OF RESEARCH SUBAWARDS. SUBAWARDS ARE PAYMENTS TO THIRD PARTY RECIPIENTS FOR PERFORMING A PORTION OF A STANFORD RESEARCH PROGRAM, MOST OFTEN A SPONSORED-RESEARCH PROJECT. MANY SUBAWARDS ARE AGREEMENTS FOR CONTRACTUALLY DEFINED DELIVERABLES, USUALLY REQUIRING HIGHLY SPECIFIC EXPERTISE. AS SUCH, THEY COULD BE DESCRIBED AS RESEARCH CONTRACTS. HOWEVER, CERTAIN SUBAWARDS ARE CATEGORIZED AS GRANTS, DEPENDING ON THE NATURE OF THE ORIGINATING PRIME FUNDING SOURCE, SINCE THE TERMS AND CONDITIONS OF THE ORIGINATING FUNDING SOURCE GENERALLY FLOW THROUGH TO THE SUBAWARD. ACCORDINGLY, GRANT-FUNDED SUBAWARDS ARE REPORTED IN PART II. CONTRACT-FUNDED SUBAWARDS TO FOREIGN RECIPIENTS ARE REPORTED IN PART I, LINE 3 AS PROGRAM SERVICES - RESEARCH. GRANTS REPORTED ON SCHEDULE F ARE DIRECTLY TRACKED AND SOURCED FROM THE ACCOUNTING SYSTEM. IT IS CURRENTLY NOT POSSIBLE TO REPORT EXHAUSTIVELY ALL GRANTS TO FOREIGN INDIVIDUALS OR ORGANIZATIONS OR TO DOMESTIC INDIVIDUALS OR ORGANIZATIONS WITH DESIGNATED FOREIGN BENEFICIARIES. SEE BELOW FOR FURTHER EXPLANATION OF THE METHOD USED TO ACCOUNT FOR GRANTS ON PART II AND III. 4.FUNDRAISING: FUNDRAISING INCLUDES EXPENSES DIRECTLY INCURRED IN THE REGION FOR FUNDRAISING ACTIVITIES. PART II: METHOD USED TO ACCOUNT FOR GRANTS TO ORGANIZATIONS SUBAWARDS ARE SEPARATELY TRACKED IN THE ACCOUNTING SYSTEM WITH THE IDENTIFICATION OF THE FUNDING SOURCE OF THE SUBAWARD (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 U.S. THE UNIVERSITY DOES NOT TRACK WHETHER GRANTS TO ORGANIZATIONS WITHIN THE U.S. ARE MADE FOR THE PURPOSE OF PROVIDING GRANTS TO FOREIGN ORGANIZATIONS. SUBAWARDS ARE SUBJECT TO THE MONITORING PROCEDURES DISCUSSED IN PART V WITH RESPECT TO PART I, LINE 2 REGARDLESS OF WHETHER THE RECIPIENT WILL FURTHER SUBAWARD FUNDS IN ORDER TO ACCOMPLISH THE PURPOSES OF THE AWARD. PART III: METHOD USED TO ACCOUNT FOR GRANTS TO INDIVIDUALS PAYMENTS TO INDIVIDUALS OUTSIDE OF THE U.S. ARE TRACKED IN THE PAYABLES SUB-LEDGER OF THE ACCOUNTING SYSTEM. GRANT DISBURSEMENTS TO STUDENTS AND FACULTY ARE TRACKED AT A SUMMARY LEVEL IN THE ACCOUNTING SYSTEM. THE AWARDING AND MONITORING OF INDIVIDUAL GRANT FUNDS IS A DECENTRALIZED ACADEMIC PROGRAM LEVEL RESPONSIBILITY AND IT IS NOT FEASIBLE TO ENSURE COMPLETE REPORTING OF THOSE DETAILS AS THEY ARE NOT RECORDED IN THE ACCOUNTING SYSTEM THE NUMBER OF RECIPIENTS REPORTED IN PART III REFLECT IDENTIFIABLE ACTUAL RECIPIENTS OF THOSE PROGRAMS, OR OTHER IDENTIFIED STUDENT RECIPIENTS. 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THE UNIVERSITY'S ADMISSION PROCESS FOR UNDERGRADUATE STUDENTS FROM THE UNITED STATES IS NEED-BLIND, WHICH MEANS THAT STUDENTS ARE ADMITTED IRRESPECTIVE OF THEIR ABILITY TO PAY; THE UNIVERSITY PROVIDES THE FINANCIAL AID NECESSARY TO MAKE STANFORD AFFORDABLE TO EVERY ADMITTED STUDENT. FOR INTERNATIONAL STUDENTS, THE UNIVERSITY IS NEED-AWARE: STANFORD ANALYZES THE NEED FOR AID AND AIMS TO MEET THE DETERMINED NEED. SINCE 2000, THE UNIVERSITY HAS CONTINUED TO ENHANCE ITS FINANCIAL AID PROGRAMS FOR BOTH ITS UNDERGRADUATE AND GRADUATE STUDENTS. DURING FY24, FAMILIES OF UNDERGRADUATE STUDENTS FROM THE U.S. WITH INCOMES BELOW $150,000 AND ASSETS TYPICAL OF THAT INCOME LEVEL RECEIVE AT LEAST ENOUGH SCHOLARSHIP TO COVER THE COST OF TUITION. THOSE WITH INCOMES BELOW $100,000 WITH TYPICAL ASSETS, WILL NOT HAVE TO PAY TUITION, ROOM OR BOARD. STANFORD PROVIDES VALUABLE FINANCIAL SUPPORT TO ELIGIBLE GRADUATE STUDENTS WHICH ENABLES THEM TO PURSUE THEIR ADVANCED STUDIES. FUNDING MAY TAKE DIFFERENT FORMS, SUCH AS FELLOWSHIPS AND ASSISTANTSHIPS, AND THESE IN TURN FURTHER THEIR GRADUATE PROFESSIONAL DEVELOPMENT AND PROGRESS TO DEGREE COMPLETION. IN THE CASE OF GRADUATE RESEARCH AND TEACHING ASSISTANTSHIPS AS WELL AS FELLOWSHIPS, THE FUNDING COVERS PART OF STANFORD'S TUITION (WHICH IS FREE OF INCOME TAX), IN ADDITION TO PROVIDING A STIPEND OR SALARY THAT HELPS STUDENTS WITH THEIR LIVING EXPENSES. BOTH COMPONENTS ARE ESSENTIAL FOR DOCTORAL STUDENTS IN PARTICULAR, AS IT TAKES SEVERAL YEARS TO GAIN THEIR MASTERY OF SPECIALIZED SKILLS AND CONTENT KNOWLEDGE IN THEIR CHOSEN FIELDS. GRADUATE STUDENT FINANCIAL AID AND OTHER SUPPORT IS AWARDED BASED ON ACADEMIC MERIT AND THE AVAILABILITY OF AID. STANFORD HAS ASSUMED MORE OF THE FINANCIAL WEIGHT OF SUPPORTING ITS GRADUATE STUDENTS. IN FY24, OVER 80% OF GRADUATE STUDENTS RECEIVED FINANCIAL SUPPORT. THE KNIGHT-HENNESSY SCHOLARS PROGRAM IS AN ADDITIONAL SOURCE OF GRADUATE STUDENT SUPPORT. THE PROGRAM PROVIDES FULL FUNDING FOR THREE YEARS TO ENABLE GRADUATE STUDENTS TO PURSUE ADVANCED DEGREES AND DEVELOP THE CAPACITY TO LEAD AND BRING ABOUT POSITIVE CHANGES IN THE WORLD. THE TOTAL FINANCIAL AID INCLUDES $458,643,369 IN MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. AN ADDITIONAL $258,855,730 REFLECTS AMOUNTS PAID FOR ADDITIONAL FINANCIAL SUPPORT TO STUDENTS, INCLUDING PAYMENTS FOR HEALTH INSURANCE, LIVING EXPENSES, AND SUPPORT OF POSTDOCTORAL FELLOWS. THESE AMOUNTS INCLUDE $1,357,715 IN GRANTS TO INDIVIDUALS OUTSIDE THE UNITED STATES. GRANTS LISTED IN PART II ARE PRIMARILY GRANTS MADE FROM DONOR ADVISED FUNDS (DAF). A DAF IS A GIVING ACCOUNT ESTABLISHED AT STANFORD WHICH ALLOWS DONORS TO MAKE A CHARITABLE CONTRIBUTION TO THE UNIVERSITY AS A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEN RECOMMEND GRANTS TO OTHER CHARITIES FROM THE ACCOUNT OVER TIME. WHILE STANFORD HAS LEGAL CONTROL OVER THE FUNDS IN THE ACCOUNT, THE DONOR RETAINS ADVISORY PRIVILEGES WITH RESPECT TO THE DISTRIBUTION OF FUNDS. ANY GRANTS MADE AT THE REQUEST OF THE DONOR ARE REVIEWED AND APPROVED BY SENIOR OFFICIALS IN THE UNIVERSITY OFFICE OF DEVELOPMENT PRIOR TO DISBURSEMENT. ONLY GRANTS MADE DURING THE TAX YEAR ARE REPORTED ON SCHEDULE I. 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. X X X true true X X X X X false true false false false false false true false JONATHAN D LEVIN PRESIDENT/TRUSTEE, APPT 8/1/24 1006633 0 0 0 600 0 32185 0 37568 0 1076986 0 0 0 RICHARD P SALLER PRESIDENT/TRUSTEE,THRU 7/31/24 433947 0 0 0 341964 0 31865 0 18077 0 825853 0 0 0 RYAN M ADESNIK VP GOVERNMENT AFFAIRS 428026 0 65250 0 0 0 70250 0 69969 0 633495 0 0 0 DEBORAH CULLINAN VP ARTS 444826 0 86750 0 0 0 29175 0 26821 0 587572 0 0 0 JON DENNEY VP DEVELOPMENT 795510 0 195000 0 249140 0 33000 0 44754 0 1317404 0 102778 0 PERSIS DRELL PROVOST, THRU 9/30/23 1057547 0 0 0 178 0 177438 0 108927 0 1344090 0 0 0 FRANK HANLEY CHIEF, PED CARDIOTHORACIC 2058102 0 2600000 0 549642 0 31333 0 34080 0 5273157 0 0 0 BRADLEY HAYWARD FORMER INTERIM VP COMMUN. 297784 0 30670 0 30000 0 31297 0 84088 0 473839 0 0 0 JAY KANG SR. 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AFFAIRS, APPT 7/29/24 580593 0 58000 0 321022 0 79102 0 35756 0 1074473 0 0 0 PHILIP A PIZZO FORMER DEAN SCHOOL OF MEDICINE 0 0 0 0 3961095 0 0 0 0 0 3961095 0 728875 0 ROBERT C REIDY VP LAND, BUILDINGS, REAL EST 676813 0 350000 0 567960 0 195963 0 22863 0 1813599 0 250000 0 MARTIN SHELL VP & CHIEF ERO 826603 0 250000 0 218551 0 215333 0 93314 0 1603801 0 126667 0 STEPHEN STREIFFER VP SLAC, THRU 10/1/23 551381 0 183000 0 114337 0 25803 0 32685 0 907206 0 0 0 TROY SCOTT TAYLOR DIRECTOR OF FOOTBALL 2862256 0 0 0 60791 0 0 0 52862 0 2975909 0 0 0 MARC TESSIER-LAVIGNE FORMER PRESIDENT 1655841 0 0 0 0 0 158000 0 144301 0 1958142 0 0 0 ROBERT F WALLACE CHIEF EXECUTIVE OFFICER, SMC 1155915 0 2483333 0 1668340 0 935181 0 86979 0 6329748 0 790457 0 HOWARD WOLF VP ALUM AFFAIR,PRES ALUM ASSOC 561750 0 70000 0 365375 0 93185 0 57121 0 1147431 0 177778 0 YIPING WOO PROF. & CHAIR, CARDIO SURGERY 1687186 0 1043301 0 185142 0 20378 0 55833 0 2991840 0 0 0 ELIZABETH ZACHARIAS VP HUMAN RESOURCES 496306 0 100100 0 25371 0 152500 0 69672 0 843949 0 0 0 DEBRA ZUMWALT VP GENERAL COUNSEL 919449 0 0 0 21000 0 397941 0 21032 0 1359422 0 0 0 PART I, LINE 1A FIRST-CLASS, COMPANION AND CHARTER TRAVEL STANFORD UNIVERSITY TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES, INCLUDING PERSONS LISTED ON FORM 990, PART VII, LINE 1A, TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL. FIRST CLASS TRAVEL IS AUTHORIZED IN SOME INSTANCES, SUCH AS ON INTERNATIONAL FLIGHTS OVER A CERTAIN LENGTH, IF NO BUSINESS CLASS SERVICE IS AVAILABLE ON THE FLIGHT. FIRST CLASS TRAVEL IS ALSO AUTHORIZED IN CASE OF A MEDICAL NEED OR OTHER EXIGENCY APPROVED BY THE PROVOST. IN ADDITION, THE PRESIDENT HAS PERMISSION TO FLY FIRST CLASS ON CERTAIN DOMESTIC FLIGHTS DEPENDING ON LENGTH. OCCASIONALLY, THE UNIVERSITY MAY PURCHASE CHARTERED AIRCRAFT SERVICES WHEN DEEMED APPROPRIATE FOR THE CONDUCT OF UNIVERSITY BUSINESS AND PURSUANT TO UNIVERSITY POLICY RELATED TO CHARTER TRAVEL. IN COMPLIANCE WITH THE UNIVERSITY'S TRAVEL POLICY DESCRIBED ABOVE, FOUR EMPLOYEES LISTED ON PART VII USED FIRST CLASS TRAVEL SERVICES DURING CALENDAR YEAR 2023. IN GENERAL, COMPANION TRAVEL IS REIMBURSABLE ONLY IF THE ACCOMPANYING PERSON HAS A POSITION WITH THE UNIVERSITY AND IS TRAVELING TO MAKE A SIGNIFICANT CONTRIBUTION IN FURTHERANCE OF UNIVERSITY BUSINESS. EXCEPTIONS TO THIS POLICY ARE RARE AND MUST BE APPROVED IN ADVANCE OF TRAVEL BY THE PROVOST. NO EMPLOYEE LISTED ON PART VII RECEIVED COMPANION TRAVEL DURING CALENDAR YEAR 2023. NON-TAXABLE HOUSING/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT AND THE PROVOST ARE REQUIRED TO LIVE ON CAMPUS. THESE RESIDENCES ARE USED FREQUENTLY FOR UNIVERSITY BUSINESS INCLUDING OFFICIAL GATHERINGS OF FACULTY, STAFF, STUDENTS, ALUMNI, DONORS AND THEIR FAMILIES. WHERE APPLICABLE AND AS PART OF A PROGRAM OF APPROPRIATE AND REGULAR MAINTENANCE OF THESE HOUSES, THE UNIVERSITY PROVIDES CLEANING SERVICE FOR THE PUBLIC AND PRIVATE AREAS. THE UNIVERSITY HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE ESTIMATED RENTAL VALUE OF HOUSING BASED UPON THE PREVAILING RENTAL RATES IN THE LOCAL AREA, AND WHERE APPLICABLE, ACTUAL COSTS OF RELATED SERVICES, INCLUDING MAINTENANCE AND UTILITIES DURING CALENDAR YEAR 2023. THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE HOUSING BENEFITS DURING CALENDAR YEAR 2023: FARNAZ KHADEM, FRANK HANLEY, LLOYD B. MINOR, BRADLEY HAYWARD, ROBERT F. WALLACE, STEPHEN STREIFFER, ELIZABETH ZACHARIAS, AND TROY SCOTT TAYLOR. 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 PART VII, SECTION A, LINE 1A PARTICIPATE IN A DEFERRED COMPENSATION PLAN. AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). IN GENERAL, PER THE INSTRUCTIONS FOR SCHEDULE J, PART II, COLUMN (C), DEFERRED COMPENSATION IS TREATED AS EARNED RATABLY OVER THE PERIOD OF SERVICE REQUIRED FOR VESTING. A MONTHLY CONVENTION HAS BEEN USED TO PRORATE AMOUNTS OVER THE APPLICABLE VESTING PERIOD. COLUMN (C) DOES NOT INCLUDE AMOUNTS DEFERRED IN A CALENDAR YEAR TO A DATE ON OR BEFORE MARCH 15TH OF THE FOLLOWING CALENDAR YEAR. THE NET EFFECT OF APPLYING THE FOREGOING RULES AND CONVENTIONS, AND DIFFERING VESTING SCHEDULES, IS THAT DEFERRED COMPENSATION REPORTED IN COLUMN (C) FOR AN INDIVIDUAL MAY VARY OVER TIME. DEFERRED COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN (C), AS DESCRIBED ABOVE, AND IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III), AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THEIR DEFERRED COMPENSATION ACCOUNT DURING CALENDAR YEAR 2023: JON DENNEY, $249,140; FARNAZ KHADEM, $332,608; RANDALL LIVINGSTON, $703,881; MEGAN PIERSON, $321,022; HOWARD WOLF, $351,941; ROBERT F. WALLACE, $1,658,966; ROBERT C. REIDY, $552,498; MARTIN SHELL, $198,897; JAY KANG, $610,158; PHILIP A. PIZZO, $3,961,095. 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 MEMBER'S EFFORTS IN ADMINISTRATIVE LEADERSHIP, CLINICAL, RESEARCH, AND/OR TEACHING AREAS AS DEFINED BY THE PLAN. IN ADDITION, THE DEAN HAS A BONUS PLAN FOR CLINICAL CHAIRS BASED ON ACHIEVEMENT OF LEADERSHIP GOALS. SOME DEPARTMENTS HAVE "ON-CALL"COVERAGE" BONUSES TO PROVIDE COMPENSATION FOR A FACULTY MEMBER'S PROVIDING OFF-HOURS COVERAGE. VARIABLE COMPENSATION OF INVESTMENT PROFESSIONALS A PORTION OF THE COMPENSATION PAID TO EACH LISTED INVESTMENT PROFESSIONAL AT STANFORD MANAGEMENT COMPANY (SMC) IS BASED ON A COMBINATION OF THREE FACTORS: MERGED POOL ANNUALIZED PERFORMANCE VERSUS A BENCHMARK PORTFOLIO, MERGED POOL ANNUALIZED PERFORMANCE VERSUS THE PERFORMANCE OF CERTAIN OTHER COLLEGE AND UNIVERSITY ENDOWMENT INVESTMENT POOLS IN THE UNITED STATES, AND INDIVIDUAL PERFORMANCE. VARIABLE COMPENSATION OF ATHLETICS PROFESSIONALS LISTED ATHLETICS PROFESSIONALS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON FACTORS INCLUDING THE ACADEMIC PERFORMANCE OF THE STUDENT-ATHLETES, ATHLETIC PERFORMANCE, ATTENDANCE AT ATHLETIC EVENTS, AND/OR LEADERSHIP, AS PROVIDED IN THE PROFESSIONALS' COMPENSATION AGREEMENTS. VARIABLE COMPENSATION OF DEVELOPMENT PROFESSIONALS LISTED DEVELOPMENT PROFESSIONALS ARE ELIGIBLE TO RECEIVE BONUSES AND INCENTIVE COMPENSATION BASED ON PERFORMANCE AGAINST METRICS INCLUDING NEW DEVELOPMENT ACTIVITY, THREE-YEAR AVERAGE CASH RESULTS, AND ONE-YEAR CASH RESULTS. 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) RATABLY OVER THE PERIOD OF TIME REQUIRED FOR VESTING AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (F) IN THE YEAR OF PAYMENT, IF APPLICABLE. PART II, COLUMN (B)(III) OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES HOUSING ASSISTANCE AND OTHER MISCELLANEOUS COMPENSATION. THIS DOES NOT INCLUDE VARIOUS ITEMS OF "LISTED PROPERTY" (E.G., COMPUTERS AND PERIPHERALS) THAT STANFORD HAS PROVIDED TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE AND NOT AS COMPENSATION. PART II, COLUMNS (C) AND (D) LISTED PERSONS ACCRUE FUTURE BENEFITS THAT ARE AVAILABLE TO ALL STANFORD EMPLOYEES, SUCH AS POST-RETIREMENT MEDICAL INSURANCE AND TUITION BENEFITS, AND LISTED PERSONS WHO ARE ALSO FACULTY OR OFFICERS ACCRUE FUTURE BENEFITS SUCH AS SABBATICAL. THESE BENEFITS ARE SUBJECT TO CERTAIN ELIGIBILITY REQUIREMENTS SUCH AS AGE, YEARS OF SERVICE, AND EMPLOYEE CLASSIFICATION. FOR SOME BENEFIT PLANS, THE UNIVERSITY RESERVES THE RIGHT TO CHANGE ELIGIBILITY REQUIREMENTS AND/OR THE NATURE AND EXTENT OF THE BENEFIT BEING PROMISED. THE VALUE OF THESE BENEFITS IS REPORTED FOR EACH LISTED PERSON IN THE YEAR, IF ANY, SUCH BENEFITS ARE RECEIVED. PART II, COLUMN (F) AMOUNTS APPEARING IN COLUMN (F) ARE DEFERRED COMPENSATION PAYMENTS REPORTED IN COLUMN (C) IN PRIOR YEARS AND THAT ARE REPORTED (A SECOND TIME) IN COLUMN (B)(III) IN THE CURRENT YEAR UPON RECEIPT. A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S 521705592 130175P89 2004-06-24 181196530 SEE SCHEDULE K, PART VI false false false B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY T-1&3 521705592 130178JD9 2007-06-19 153277097 SEE SCHEDULE K, PART VI false false false C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-1 521705592 130178VU7 2010-05-06 251631228 SEE SCHEDULE K, PART VI false false false A 9790000 0 182429497 0 1198734 0 992205 0 0 147790592 32447966 0 2009 true false true true B 0 0 156107342 0 595440 0 661216 0 0 64355560 90495126 0 2012 true false true true C 0 0 251878327 0 1310928 0 1631228 0 0 112489072 136447099 0 2016 true false true true A false true true true true true 0.00000 0.00100 0.00100 false false false true B false true true true true true 0.00000 0.00000 0.00000 false false false true C false true true true true true 0.00000 0.00000 0.00000 false false false true A false false false true true false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true A true B true C true TAX-EXEMPT BONDS FOR NEARLY 50 YEARS, STANFORD AND THE MANY COMMUNITIES AND CONSTITUENCIES IT SERVES HAVE BENEFITED FROM TAX-EXEMPT BORROWING THROUGH THE CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY. THE UNIVERSITY USES GENEROUS DONOR GIFTS, UNIVERSITY RESERVES AND TAXABLE DEBT, IN ADDITION TO PROCEEDS FROM TAX EXEMPT BORROWING, TO FUND THE CONSTRUCTION OF ACADEMIC BUILDINGS, RESEARCH SUPPORT FACILITIES, RESIDENCES AND OTHER CAMPUS HOUSING, ROADS AND INFRASTRUCTURE. THESE FACILITIES HAVE, IN TURN, ENABLED THE UNIVERSITY TO ATTRACT OUTSTANDING FACULTY AND STUDENTS AND TO MORE EFFECTIVELY PERFORM INTERDISCIPLINARY RESEARCH DESIGNED TO ADDRESS FUNDAMENTAL WORLD PROBLEMS. THE NEW FACILITIES PROVIDE THE STANFORD COMMUNITY WITH THE MOST ADVANCED TECHNOLOGY AND ENVIRONMENT FOR TEACHING, LEARNING AND RESEARCH. THE FUNDING ALSO HAS PLAYED A KEY ROLE IN ENABLING STANFORD TO MEET SEISMIC AND OTHER FEDERAL AND STATE BUILDING REQUIREMENTS. THE FOLLOWING ARE EXAMPLES OF BUILDINGS FUNDED IN PART THROUGH TAX-EXEMPT DEBT: I. THE YANG YAMAZAKI ENVIRONMENTAL AND ENERGY BUILDING (Y2E2) IS THE HUB OF STANFORD'S ENVIRONMENTAL SUSTAINABILITY TEACHING AND RESEARCH. IT IS A MODEL FOR SUSTAINABILITY BUILDING STANDARDS, USING 37% LESS ENERGY AND 90% LESS POTABLE WATER THAN A TRADITIONALLY CONSTRUCTED BUILDING OF ITS SIZE. Y2E2 WAS THE FIRST CAMPUS BUILDING TO ACHIEVE LEED-EBOM (EXISTING BUILDING: OPERATIONS AND MAINTENANCE) PLATINUM CERTIFICATION. II. THE LI KA SHING CENTER FOR LEARNING AND KNOWLEDGE BRINGS TOGETHER CUTTING-EDGE MEDICINE, MODERN EDUCATION AND ADVANCED TECHNOLOGY TO TRAIN THE PHYSICIANS OF TOMORROW. MEDICAL STUDENTS PRACTICE LIFE-SAVING SKILLS IN REALISTIC SIMULATIONS AND LEARN TO APPLY RESEARCH TO BEDSIDE TREATMENTS. THE CENTER IS A GATHERING PLACE FOR MEDICAL EXPERTS TO SHARE RESEARCH AND HEALTH CARE INSIGHTS AND TO BRING THEIR COMBINED EXPERTISE TO BEAR ON THE WORLD'S GREATEST HEALTH CHALLENGES. III. THE JAMES AND ANNA MARIE SPILKER ENGINEERING AND APPLIED SCIENCES BUILDING FOSTERS COLLABORATIVE DEVELOPMENT IN THE BURGEONING FIELD OF NANOTECHNOLOGY. RESEARCH ACTIVITIES SPAN A BROAD RANGE OF AREAS FROM PHOTONICS AND QUANTUM ENGINEERING TO SINGLE-MOLECULE BIOPHYSICS AND EXPLORATION OF NANOSCALE PROPERTIES AND DEVICES WITH POTENTIAL APPLICATIONS AS DIVERSE AS WATER PURIFICATION, ENERGY CONSERVATION, DRUG DELIVERY AND NATIONAL SECURITY. IV. THE HUANG ENGINEERING CENTER HOUSES THE SCHOOL OF ENGINEERING, WHOSE TIES TO THE HIGH-TECHNOLOGY INDUSTRY CONTINUE TO FUEL THE GROWTH AND ECONOMY OF SILICON VALLEY AND NORTHERN CALIFORNIA. THE SCHOOL OF ENGINEERING IS WORLD RENOWNED FOR PUSHING THE FRONTIERS OF MODERN SCIENCE AND ENGINEERING, ESPECIALLY IN THE FIELDS OF COMPUTER SCIENCE, BIOENGINEERING AND ENVIRONMENTAL SUSTAINABILITY. V. THE LORRY I. LOKEY STEM CELL RESEARCH BUILDING IS THE LARGEST DEDICATED STEM CELL RESEARCH BUILDING IN THE COUNTRY. THE BUILDING HOUSES THE STANFORD STEM CELL BIOLOGY AND REGENERATIVE MEDICINE INSTITUTE, WHICH INTEGRATES RESEARCHERS FROM CANCER, NEUROSCIENCE, CARDIOVASCULAR MEDICINE, TRANSPLANTATION, IMMUNOLOGY, BIOENGINEERING AND DEVELOPMENTAL BIOLOGY. ALL ARE FOCUSED ON MAKING DISCOVERIES IN STEM CELL RESEARCH AND QUICKLY TRANSLATING THEM INTO PRECLINICAL APPLICATIONS, INNOVATIVE THERAPIES AND TREATMENTS. VI. THE MUNGER GRADUATE RESIDENCE IS A FIVE-BUILDING, 358 UNIT RESIDENTIAL COMPLEX FOR APPROXIMATELY 600 STANFORD LAW AND OTHER GRADUATE STUDENTS. IT IS A SIGNIFICANT INVESTMENT BY STANFORD IN MITIGATING TRAFFIC AND OTHER ENVIRONMENTAL CONCERNS AS IT GREATLY REDUCES THE NUMBER OF PEOPLE DRIVING TO CAMPUS DAILY. VII. THE WILLIAM H. NEUKOM BUILDING, WHICH HOUSES THE CLINICS OF THE STANFORD LAW SCHOOL, OPENED IN 2011 AND WAS BUILT TO SATISFY THE EQUIVALENT OF A LEED GOLD CERTIFICATION FOR SUSTAINABILITY. THE BUILDING USES 30% LESS ENERGY THAN REQUIRED BY CODE. THE BUILDING HOUSES THE MILLS LEGAL CLINIC, WHICH INCLUDES 11 CLINICS THAT TEACH THROUGH EXPERIENTIAL EDUCATION. LAW STUDENTS LEARN THE PRACTICE OF LAW BY REPRESENTING, FOR INSTANCE, LOW-INCOME OR INDIGENT PEOPLE IN CIVIL AND CRIMINAL LITIGATIONS, AND BY PROVIDING LEGAL COUNSEL ON ENVIRONMENTAL ISSUES, INTELLECTUAL PROPERTY, HUMAN RIGHTS, IMMIGRATION, NONPROFIT CORPORATE GOVERNANCE, EDUCATION, AND RELIGIOUS FREEDOM. VIII. STANFORD ENERGY SYSTEM INNOVATIONS (SESI) IS A STATE-OF-THE-ART ENERGY SYSTEM EMPLOYING HEAT RECOVERY, RENEWABLE ELECTRICITY, AND ADVANCED CONTROLS TO SERVE THE POWER, HEATING AND COOLING NEEDS OF THE UNIVERSITY. IT INCLUDES A CENTRAL ENERGY FACILITY AND ELECTRICAL SUBSTATION, ENERGY DISTRIBUTION INFRASTRUCTURE AND MARKET-BASED ENERGY PROCUREMENT PROGRAM. SESI REDUCES STANFORD'S GREENHOUSE GAS EMISSIONS BY 68% AND WATER USE BY 15%. SESI HAS RECEIVED THE HIGHEST HONORS AT THE REGIONAL, STATE AND NATIONAL LEVELS FOR ENERGY ECONOMICS, EFFICIENCY AND SUSTAINABILITY, INCLUDING THE STATE OF CALIFORNIA GOVERNOR'S ENVIRONMENT AND ECONOMIC LEADERSHIP AWARD AND THE ENERGY EFFICIENCY GLOBAL FORUM, ALLIANCE TO SAVE ENERGY: ENERGY EFFICIENCY VISIONARY AWARD, AMONG OTHERS. IX. THE SAPP CENTER FOR TEACHING AND LEARNING OFFERS ADAPTIVE CLASSROOMS FOR CHEMISTRY AND BIOLOGY, RECOGNIZING THEIR INEXTRICABLE LINK IN LIFE SCIENCES' RESEARCH AND IN MEDICINE. IT ALLOWS STUDENTS TO BUILD STRONG FOUNDATIONS IN THESE SCIENCES AND LEARN TO THINK. CREATIVELY ACROSS DISCIPLINES. THE 60,000 SQUARE FOOT BUILDING INCLUDES A 300 SEAT AUDITORIUM, LABORATORY SPACE, A SCIENCE LIBRARY COMBINING THE UNIVERSITY'S BIOLOGY, CHEMISTRY, MATHEMATICS, STATISTICS AND CHEMICAL ENGINEERING COLLECTIONS AND AMPLE STUDY SPACE. X. STANFORD'S LARGEST-EVER HOUSING DEVELOPMENT, ESCONDIDO VILLAGE GRADUATE RESIDENCES (EVGR) HAVE FOUR BUILDINGS LOCATED ON THE EAST SIDE OF CAMPUS. THE COMPLEX PROVIDES OVER 2,400 GRADUATE AND UNDERGRADUATE STUDENT BEDS. THIS SIGNIFICANTLY HELPS MEET THE DEMAND FOR SUBSIDIZED ON-CAMPUS HOUSING. FORM 990, SCHEDULE K, PART I, COLUMN F DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY S - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES. REFUND CEFA SERIES L-8 ISSUED 10/31/2000, REFUND CEFA SERIES L-9 ISSUED 10/31/2000, REFUND CEFA TAX EXEMPT COMMERCIAL PAPER REVENUE NOTES ISSUED 3/18/2003. 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. B. 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. C. CALIFORNIA EDUCATIONAL FACILITIES 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. FORM 990, SCHEDULE K, PART II, LINES 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, 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 TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE 0% and 0.1%. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES S 0.5476% CEFA SERIES T-1&3 0.4314% CEFA SERIES U-1 0.6483% 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 A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES S HAD A REBATE CALCULATION PERFORMED ON DECEMBER 3, 2007. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES T-1 AND T-3 HAD A REBATE CALCULATION PERFORMED ON JULY 21, 2010. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-1 HAD A REBATE CALCULATION PERFORMED ON JUNE 21, 2013. A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 521705592 130178M86 2012-04-17 99193766 SEE SCHEDULE K, PART VI false false false B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-3 521705592 130178X76 2013-05-15 351795122 SEE SCHEDULE K, PART VI false false false C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 521705592 130178X84 2013-05-15 52773978 SEE SCHEDULE K, PART VI false false false D CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 521705592 1301783W4 2014-05-14 350002728 SEE SCHEDULE K, PART VI false false false A 0 0 99194474 0 0 0 572646 0 0 0 98621828 0 2007 true false true true B 0 0 351884550 0 7095560 0 1247028 0 0 337716686 5825276 0 true false true true C 0 0 52773989 0 0 0 193613 0 0 0 52580376 0 2003 false true true true D 0 0 350612045 0 4390142 0 0 0 0 342603940 3617963 0 2022 true false true true A 0 B false true true true true true 0.00000 0.00000 0.00000 false false false true C 0 D false true true true true true 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true FORM 990, SCHEDULE K, PART I, COLUMN F DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-2 - REFUND TAXABLE COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES THAT WERE USED TO REFUND TAX-EXEMPT CEFA SERIES Q ISSUED ON 5/3/2001. COSTS OF ISSUANCE. B. 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. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-4 - ADVANCE REFUND CEFA SERIES P BONDS ISSUED ON 3/30/1999 AND PAY COSTS OF ISSUANCE. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-6 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. 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 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 TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE ZERO. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES U-2 0.5773% CEFA SERIES U-3 0.3551% CEFA SERIES U-4 0.3625% CEFA SERIES U-6 0.0000% FORM 990, SCHEDULE K, PART IV FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. FORM 990, SCHEDULE K, PART IV, LINE 2(C) REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-2 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-3 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-4 HAD A REBATE CALCULATION PERFORMED ON JANUARY 19, 2016. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-6 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 521705592 130179GV0 2016-06-22 250000550 SEE SCHEDULE K, PART VI false false false B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1 521705592 130179SD7 2019-04-04 599999105 SEE SCHEDULE K, PART VI false false false C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2 521705592 130179TN4 2021-04-28 374997928 SEE SCHEDULE K, PART VI false false false D CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-3 521705592 130179UU6 2023-06-01 299996476 SEE SCHEDULE K, PART VI false false false A 0 0 252402872 0 6606403 0 0 0 0 243394147 2402322 0 2022 false false true true B 0 0 602254637 0 11283625 0 0 0 0 338966293 252004719 0 2023 true false true true C 0 0 377014463 0 5379754 0 0 0 0 145503174 226131535 0 true false false true D 0 0 309148561 0 3354417 0 0 0 0 160131114 92073326 53589704 true false false true A false true true true true true 0.00000 0.00000 0.00000 false false false true B false true true true true true 0.00000 0.00000 0.00000 false false false true C false true true true true true 0.00000 0.00000 0.00000 false false false true D false true true true true true 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false true false true false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true FORM 990, SCHEDULE K, PART I, COLUMN F DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY U-7 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-1 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER NOTES ISSUED ON VARIOUS DATES. REFUND PRIOR TAXABLE BONDS. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-2 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND TAX EXEMPT COMMERCIAL PAPER. NOTES ISSUED ON VARIOUS DATES. REFUND CEFA U-5. D. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY V-3 - CAPITAL EXPENDITURES FOR EDUCATIONAL FACILITIES, CAPITAL EQUIPMENT, LAND IMPROVEMENTS, UTILITIES AND SYSTEMS. REFUND CEFA T-5. REFUND TAX-EXEMPT COMMERCIAL PAPER ISSUED ON VARIOUS DATES. REPAY REVOLVING LINE OF CREDIT. 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, 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 TREASURY REGULATION SECTION 1.141-6, AND THUS ALLOCATES SUCH "PRIVATE BUSINESS USE" FIRST TO THAT PORTION OF THE FACILITY FUNDED BY TAXABLE DEBT, GIFTS OR OTHER UNIVERSITY FUNDS. ACCORDINGLY, STANFORD REPORTS 0% AS THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE (PART III, QUESTION 4). IN ADDITION TO THE CONSTRUCTION COST OF BUILDINGS, TAX-EXEMPT DEBT ALSO FUNDED A SIGNIFICANT PORTION OF THE UNIVERSITY'S INFRASTRUCTURE, INCLUDING ROADS AND UNDERGROUND UTILITIES. THE PORTION OF THE FUNDING OF THESE IMPROVEMENTS BY SOURCES OTHER THAN TAX-EXEMPT DEBT AS A PERCENTAGE OF TOTAL FUNDING WAS WELL IN EXCESS OF THE MEASURED AMOUNT OF PRIVATE BUSINESS USE TO TOTAL USE. ACCORDINGLY, THE AMOUNTS REPORTED ON PART III, LINES 4 AND 5, FOR THE PERCENTAGE OF FINANCED PROPERTY USED IN PRIVATE BUSINESS USE BY OTHER ENTITIES AND AS A RESULT OF AN UNRELATED TRADE OR BUSINESS ACTIVITY, RESPECTIVELY, ARE ZERO. BOND ISSUANCE COSTS (BIC) AS A PERCENTAGE OF THE TOTAL PROCEEDS BY BOND ISSUE ARE: ISSUE: BIC% CEFA SERIES U-7 0.0000% CEFA SERIES V-1 0.0000% CEFA SERIES V-2 0.0000% CEFA SERIES V-3 0.0000% FORM 990, SCHEDULE K, PART IV FORM 8038-T: DURING THE PERIODS SINCE THESE BONDS WERE ISSUED, THE INTEREST COST ON THE BONDS HAS EXCEEDED THE INVESTMENT RETURN ON ANY UNSPENT PROCEEDS. ACCORDINGLY, NO FORM 8038-T HAS BEEN ISSUED. FORM 990, SCHEDULE K, PART IV, LINE 2(C) REBATE CALCULATIONS A. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES U-7 HAD A REBATE CALCULATION PERFORMED ON JANUARY 11, 2019. B. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES V-1 HAD A REBATE CALCULATION PERFORMED ON DECEMBER 24, 2020. C. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY SERIES V-2 HAD AN INTERIM REBATE CALCULATION PERFORMED ON MAY 24, 2024. FARNAZ KHADEM OFFICER HOUSING X 512100 512100 false true true FARNAZ KHADEM OFFICER HOUSING X 170700 170700 false true true FARNAZ KHADEM OFFICER HOUSING X 85350 85350 false true true ELIZABETH ZACHARIAS OFFICER HOUSING X 700000 700000 false true true ELIZABETH ZACHARIAS OFFICER HOUSING X 250000 250000 false true true ELIZABETH ZACHARIAS OFFICER HOUSING X 100000 100000 false true true ELIZABETH ZACHARIAS OFFICER HOUSING X 100000 20000 false true true LLOYD B MINOR OFFICER HOUSING X 780534 780534 false true true RICHARD P SALLER OFFICER/TRUSTEE HOUSING X 25000 25000 false true true 2643684 ARIA ANVAR SEE PART V 251346 COMPENSATION false ROBERT HASSAN EHSAN SEE PART V 212455 COMPENSATION false MARY HYNES SEE PART V 39355 COMPENSATION false TANYA LUHRMANN SEE PART V 301040 COMPENSATION false MAREN P PIMENTEL SEE PART V 13272 COMPENSATION false LISA M PEARSON SEE PART V 89363 COMPENSATION false JAMES J WELCH SEE PART V 101246 COMPENSATION false KATHERINE L WOLF SEE PART V 66293 COMPENSATION false KAMBA TSHIONYI SEE PART V 209069 COMPENSATION false SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS: IN A PROGRAM TO ATTRACT AND RETAIN EXCELLENT FACULTY AND SENIOR STAFF, THE UNIVERSITY PROVIDES HOME MORTGAGE FINANCING ASSISTANCE, PRIMARILY IN THE FORM OF SUBORDINATED LOANS, TYPICALLY IN CONJUNCTION WITH FIRST MORTGAGE LOANS PROVIDED BY PRIVATE LENDERS. THESE LOANS ARE COLLATERALIZED BY DEEDS OF TRUST ON PROPERTIES IN THE REGION SURROUNDING THE UNIVERSITY. DEPENDING ON CIRCUMSTANCES, THE BORROWER WILL RECEIVE A COMBINATION OF LOANS WITH VARYING INTEREST RATE AND PRINCIPAL PAYMENT TERMS. ELIGIBLE FACULTY AND SENIOR STAFF MAY ALSO RECEIVE A TAXABLE STIPEND TO ASSIST IN SERVICING THEIR MORTGAGE DEBT. FROM TIME TO TIME, CERTAIN OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY MAY BE ELIGIBLE FOR SUCH SUPPORT. EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES (COLUMN H). FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN STANFORD AND THE BORROWER (COLUMN I). MORTGAGE TERMS GOVERN THE CALCULATION AND PAYMENT OF INTEREST WHICH APPROXIMATE MARKET RATES. SCHEDULE L, PART III GRANTS TO INTERESTED PERSONS: THE ONLY GRANT RELATED TRANSACTIONS ARE THOSE IN WHICH AN INTERESTED PERSON PAYS TUITION, ROOM AND/OR BOARD COSTS OR RECEIVES FINANCIAL AID, WORK/STUDY ASSISTANCE, AND/OR RESEARCH GRANTS FOR A STUDENT AT THE UNIVERSITY. SUCH AMOUNTS WOULD BE IN ACCORDANCE WITH FINANCIAL AID OR GRANT PRACTICES AT ARM'S LENGTH, AND ARE PROTECTED UNDER FERPA, THEREFORE, THEY CANNOT BE DISCLOSED ON PART III. SCHEDULE L, PART IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: CERTAIN STANFORD EMPLOYEES HAVE A FAMILY RELATIONSHIP WITH A LISTED PERSON. GENERALLY, SUCH EMPLOYEES WERE EITHER HIRED PRIOR TO THE LISTED PERSON'S EMPLOYMENT WITH STANFORD OR PRIOR TO THEIR APPOINTMENT AS AN OFFICER, TRUSTEE, OR KEY EMPLOYEE OF STANFORD. IN SOME INSTANCES, THE FAMILY MEMBER WAS HIRED CONCURRENTLY WITH THE LISTED PERSON'S EMPLOYMENT AT STANFORD, SUCH AS HIRING BOTH SPOUSES IN ONE RECRUITMENT. IN NO CASE WAS THE LISTED PERSON RESPONSIBLE FOR OR INVOLVED IN THE HIRING OF THE RELATED EMPLOYEE. NEITHER WERE THEY RESPONSIBLE FOR THE COMPENSATION, DIRECTION, EVALUATION OR CONTINUED EMPLOYMENT OF THE RELATED EMPLOYEE OR SELECTION AND COMPENSATION OF AN INDEPENDENT CONTRACTOR. (A) NAME OF THE INTERESTED PERSON: ARIA ANVAR (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF VP COMMUNICATION, FARNAZ KHADEM (C)AMOUNT OF TRANSACTION: $233,973 IN CASH COMPENSATION AND $17,373 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HIS POSITION AS CLINICAL ASSISTANT PROFESSOR AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: ROBERT HASSAN EHSAN (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: STEPBROTHER OF TRUSTEE LILY SARAFAN (C) AMOUNT OF TRANSACTION: $173,218 IN CASH COMPENSATION AND $39,237 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HIS POSITION AS ASSISTANT COACH OF MEN'S BASKETBALL AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MARY HYNES (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF FORMER PRESIDENT, MARC TESSIER-LAVIGNE (C) AMOUNT OF TRANSACTION: $39,355 IN CASH COMPENSATION DURING FISCAL YEAR 2024 EARNED IN HER POSITION AS ASSOCIATE PROFESSOR (RESEARCH) OF BIOLOGY AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: TANYA LUHRMANN (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PRESIDENT AND TRUSTEE, RICHARD SALLER (C) AMOUNT OF TRANSACTION: $259,007 IN CASH COMPENSATION AND $42,033 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HER POSITION AS PROFESSOR OF ANTHROPOLOGY AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: MAREN P. PIMENTEL (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: DAUGHTER OF FORMER INTERIM OFFICER, HOWARD B. PEARSON (C) AMOUNT OF TRANSACTION: $13,272 IN CASH COMPENSATION DURING FISCAL YEAR 2024 EARNED IN HER POSITION AS SEASONAL READER OF UNDERGRADUATE ADMISSION AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: LISA PEARSON (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF FORMER INTERIM OFFICER, HOWARD B. PEARSON (C) AMOUNT OF TRANSACTION: $54,464 IN CASH COMPENSATION AND $34,899 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HER POSITION AS LECTURER AT LAW SCHOOL AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: JAMES WELCH (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF PROVOST, PERSIS DRELL (C) AMOUNT OF TRANSACTION: $92,904 IN CASH COMPENSATION AND $8,342 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HIS POSITION AS PHYSICIST AT SLAC NATIONAL ACCELERATOR LABORATORY - STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: KATHERINE L. WOLF (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF VP FOR ALUMNI AFFAIRS/PRESIDENT OF STANFORD ALUMNI ASSOCIATION, HOWARD WOLF (C) AMOUNT OF TRANSACTION: $66,293 IN CASH COMPENSATION DURING FISCAL YEAR 2024 EARNED THROUGH CONSULTING WITH STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO (A) NAME OF THE INTERESTED PERSON: KAMBA TSHIONYI (B) RELATIONSHIP BETWEEN THE INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF TRUSTEE, MARISA D. BRUTOCO (C) AMOUNT OF TRANSACTION: $188,800 IN CASH COMPENSATION AND $20,269 IN BENEFITS DURING FISCAL YEAR 2024 EARNED IN HIS POSITION AS DIRECTOR OF DEVELOPMENT FOR UNDERGRADUATE EDUCATION AT STANFORD. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION'S REVENUES? NO X 14 0 N/A X 0 N/A X 1168 310943925 FAIR MARKET VALUE X 1 514028 FAIR VALUE X 2 3545000 APPRAISAL X 1 0 N/A X TECH EQUIPMENT 8 276000 FAIR MRKT VALUE X DIGIT CURRENCY 1 16697 FAIR MRKT VALUE X SILVER COINS 1 13950 FAIR MRKT VALUE X COMPUTERS 1 0 N/A X HORSES 1 0 N/A X EQUIPMENT 2 0 N/A 22 false true true SCHEDULE M, PART I IN COLUMN B, STANFORD IS REPORTING THE NUMBER OF CONTRIBUTIONS. LINE 32A, USE OF THIRD-PARTY - STANFORD MAY, FROM TIME TO TIME, ENGAGE THIRD PARTIES (E.G., REAL ESTATE BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS. LINE 33, NON-CASH CONTRIBUTIONS - WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS, ARTIFACTS, AND THE LIKE, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. FORM 990, PAGE 1, LINE K FORM OF ORGANIZATION THE LELAND STANFORD JUNIOR UNIVERSITY WAS FOUNDED BY SENATOR AND MRS. LELAND STANFORD ON NOVEMBER 11, 1885, IN MEMORY OF THEIR ONLY CHILD, LELAND, JR. THE FOUNDING WAS ACCOMPLISHED BY A GRANT OF ENDOWMENT, KNOWN AS THE FOUNDING GRANT, WHICH CONVEYED IN TRUST TO A BOARD OF TRUSTEES CERTAIN PROPERTIES, DIRECTED THAT A UNIVERSITY BE ESTABLISHED AND OUTLINED THE OBJECTIVES AND GOVERNMENT OF THE UNIVERSITY. SUBSEQUENT LEGISLATION IN THE STATE OF CALIFORNIA GRANTED THE UNIVERSITY CORPORATE POWERS EFFECTIVE 1901. ACCORDINGLY, STANFORD HAS ELECTED TO BE TREATED AS A CORPORATION FOR THE PURPOSES OF THE ADMINISTRATION OF FEDERAL AND STATE INCOME TAX LAW. FORM 990, PART I, LINE 6 VOLUNTEERS THERE ARE THOUSANDS OF ALUMNI AND FRIENDS OF STANFORD UNIVERSITY WHO VOLUNTEERED THEIR SERVICES TO STANFORD OVER THE COURSE OF THE YEAR. EXAMPLES OF THE WIDE SPECTRUM OF VOLUNTEER SERVICES INCLUDE SERVING AS A MEMBER OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, ORGANIZING COMMUNITY SERVICE EVENTS, HELPING PLAN REUNIONS, AND SERVING ON AN ADVISORY BOARD OF AN INSTITUTE. WHILE STANFORD DOES NOT FORMALLY TRACK THE TOTAL NUMBER OF VOLUNTEERS, IT ESTIMATES THAT APPROXIMATELY 13,000 ALUMNI AND OTHER INDIVIDUALS VOLUNTEERED DURING THE TAX YEAR. FORM 990, PARTS I AND III, LINE 1 ORGANIZATION'S MISSION - CONTINUED FROM PART I, LINE 1 & PART III, LINE 1 STANFORD IS INTERNATIONALLY RECOGNIZED FOR THE QUALITY OF ITS TEACHING AND RESEARCH, ITS DISTINGUISHED FACULTY, AND ITS OUTSTANDING STUDENT BODY. IN THE YEARS SINCE ITS FOUNDING IN 1885, STANFORD HAS GROWN TO OVER 2,345 FACULTY MEMBERS AND AN ENROLLMENT OF APPROXIMATELY 7,554 UNDERGRADUATE AND 9,933 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 ON BEHALF OF HUMANITY AND CIVILIZATION, TEACHING THE BLESSINGS OF LIBERTY REGULATED BY LAW, AND INCULCATING LOVE AND REVERENCE FOR THE GREAT PRINCIPLES OF GOVERNMENT AS DERIVED FROM THE INALIENABLE RIGHTS OF MAN TO LIFE, LIBERTY, AND THE PURSUIT OF HAPPINESS." FORM 990, PART III, LINE 4A STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $3,389,054,143 INCLUDING GRANTS OF $717,499,099; REVENUE $1,424,029,958) STUDENT FINANCIAL AID: INCLUDES MERIT AND NEED-BASED SCHOLARSHIPS AND FELLOWSHIPS. INSTRUCTION AND DEPARTMENTAL RESEARCH: INCLUDES THE SALARIES, FRINGE BENEFITS AND SUPPLIES NECESSARY TO TEACH 17,487 STUDENTS, INCLUDING 7,554 UNDERGRADUATE AND 9,933 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS. STANFORD'S 2,345-PERSON FACULTY INCLUDES 20 NOBEL LAUREATES ARE CURRENTLY MEMBERS OF THE STANFORD COMMUNITY. STANFORD HAS SEVEN SCHOOLS: BUSINESS, DOERR SCHOOL OF SUSTAINABILITY, EDUCATION, ENGINEERING, HUMANITIES AND SCIENCES, LAW, AND MEDICINE. UNDERGRADUATES CHOOSE AMONG 66 MAJORS AND ARE ENCOURAGED TO LEARN CRITICAL THINKING SKILLS THROUGH RESEARCH. SEVEN SCHOOLS ON ONE CAMPUS OFFER STUDENTS' BOUNDLESS OPPORTUNITIES TO PURSUE THEIR PASSIONS AND COLLABORATE ON SOLVING COMPLEX GLOBAL PROBLEMS. IN CLOSE INTERACTION WITH FACULTY, STANFORD STUDENTS CREATE AND APPLY KNOWLEDGE BY THINKING AND DOING, PREPARING FOR LEADERSHIP IN A RAPIDLY CHANGING WORLD. FORM 990, PART III, LINE 4B STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (EXPENSES $1,723,050,240 INCLUDING GRANTS OF $23,101,065; REVENUE $333,121,667) ORGANIZED RESEARCH: RESEARCH IS INTEGRAL TO THE EDUCATIONAL MISSION OF STANFORD AND INVOLVES FACULTY, GRADUATE STUDENTS, AND UNDERGRADUATES WHO SEEK NEW KNOWLEDGE IN SERVICE TO HUMANITY. STANFORD FACULTY MEMBERS HAVE CONTRIBUTED TO ADVANCEMENTS IN HIGH TECH, INCLUDING THE CREATION OF DIGITAL SUBSCRIBER LINES, IDENTITY-BASED ENCRYPTION, GLOBAL POSITIONING SYSTEMS AND THE REDUCED INSTRUCTION SET COMPUTER, AMONG OTHER DISCOVERIES; DISEASE IDENTIFICATION AND MANAGEMENT, INCLUDING PROGRAMS USED BY MORE THAN 500 ORGANIZATIONS WORLDWIDE CONCERNED WITH CHRONIC HEALTH PROBLEMS SUCH AS ARTHRITIS AND HIV/AIDS; AND GENOME SEQUENCING, INCLUDING DISCOVERIES THAT CREATED THE FIELD OF GENETIC ENGINEERING. TODAY'S STANFORD FACULTY MEMBERS ARE LEADERS IN NEUROSCIENCE, ENERGY, STEM CELL RESEARCH, ARTIFICIAL INTELLIGENCE, NANOTECHNOLOGY, BIOENGINEERING, COMPUTING TECHNOLOGY, REFORM OF OUR NATION'S SCHOOLS AND ENVIRONMENTAL SUSTAINABILITY. THROUGH BOTH BASIC AND APPLIED RESEARCH, STANFORD IS COMMITTED TO PROVIDING NEW KNOWLEDGE THAT FUELS OUR NATIONAL ECONOMY AND TO TRAINING GRADUATE STUDENTS WHO WILL BECOME TOMORROW'S TEACHERS AND RESEARCHERS. ENTREPRENEURIAL STANFORD FACULTY MEMBERS ARE KNOWN FOR THEIR ABILITY TO CROSS INTERDISCIPLINARY BOUNDARIES TO CREATE TEAMS OF RESEARCHERS ABLE TO PROVIDE NEW INSIGHTS TO COMPLEX, WORLDWIDE PROBLEMS. FORM 990, PART III, LINE 4C STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS (EXPENSES $1,262,202,215 INCLUDING GRANTS OF $840,980; REVENUE $1,899,807,945) HEALTH CARE SERVICES: STANFORD SCHOOL OF MEDICINE FACULTY MEMBERS ARE HEALTH-CARE PRACTITIONERS AS WELL AS TEACHERS, COMBINING EXPERTISE HONED BY RESEARCH WITH THE MOST ADVANCED TECHNOLOGY TO TREAT PATIENTS AT STANFORD HEALTH CARE AND THE LUCILE PACKARD CHILDREN'S HOSPITAL. STANFORD FACULTY AND OTHER HEALTH CARE PROFESSIONALS, PROVIDE APPROXIMATELY 91% OF THE PATIENT CARE AT STANFORD HEALTH CARE AND 95% OF THE PEDIATRIC CARE AT LUCILE PACKARD CHILDREN'S HOSPITAL. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES (EXPENSES $1,539,585,940 INCLUDING GRANTS OF $63,987,933; REVENUE $175,216,910) UNIVERSITY AUXILIARY ACTIVITIES: INCLUDES AMONG OTHERS RESIDENTIAL & DINING ENTERPRISES AND INTER-COLLEGIATE ATHLETIC PROGRAMS. RESIDENTIAL & DINING ENTERPRISES (R&DE) IS THE STEWARD OF 7 MILLION SQ FT OF PHYSICAL PLANT (APPROXIMATELY 1/3 OF CAMPUS) AND GENERATES REVENUE PRIMARILY THROUGH STUDENT ROOM AND BOARD. R&DE HOUSES 15,000 STUDENTS AND FAMILIES. R&DE COMPLEMENTS STANFORD'S ACADEMIC PROGRAMS WITH A ROBUST RESIDENTIAL LIVING AND LEARNING ENVIRONMENT. THE UNIVERSITY HAS BEEN INVESTING IN THE RESIDENTIAL EDUCATION PROGRAM TO FOSTER AN ENVIRONMENT OF INTELLECTUAL, EDUCATIONAL, AND COMMUNITY-BUILDING ACTIVITIES IN STUDENT RESIDENCES. SLAC CONSTRUCTION AND OTHER: THE UNIVERSITY MANAGES AND OPERATES THE SLAC NATIONAL ACCELERATOR LABORATORY FOR THE U.S. DEPARTMENT OF ENERGY ("DOE") UNDER A MANAGEMENT AND OPERATING CONTRACT. REVENUES AND EXPENDITURES ARE INCLUDED IN STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS; ASSETS AND LIABILITIES ARE OWNED BY DOE AND THEREFORE EXCLUDED ON STANFORD'S STATEMENT OF FINANCIAL POSITION. ACCORDINGLY, CONSTRUCTION EXPENDITURES ARE RECORDED AS EXPENDITURES HEREIN. FORM 990 PART IV, LINES 12A AND 12B AUDIT OF CONSOLIDATED FINANCIAL STATEMENTS STANFORD'S CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED AUGUST 31, 2024 AND AUGUST 31, 2023 WERE AUDITED BY THE ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS ("PWC"). IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, STANFORD'S FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS AND REFLECT THE COMBINED FINANCIAL POSITION AND RESULTS OF THE UNIVERSITY, STANFORD HEALTH CARE AND LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD, INCLUDING THEIR RESPECTIVE CONTROLLED AFFILIATES. IN ADDITION, THE FINANCIAL STATEMENTS PRESENT CONSOLIDATING STATEMENTS THAT DISCLOSE SEPARATELY THE ACCOUNTS OF THE UNIVERSITY AND ITS CONSOLIDATED SUBSIDIARIES. UNDER SEPARATE COVER, THE CONTROLLED AFFILIATES PROVIDE AUDITED FINANCIAL STATEMENTS OF THEIR OWN ACCOUNTS. PWC UTILIZES SEPARATE AUDIT TEAMS TO CONDUCT THE AUDIT ENGAGEMENTS OF STANFORD AND EACH OF THE CONSOLIDATED SUBSIDIARIES. EACH AUDIT IS CONDUCTED BY QUALIFIED PROFESSIONAL ACCOUNTANTS WITH AUDIT PLANS DESIGNED FROM THE SEPARATE ACCOUNTS FOR THE RESPECTIVE ENTITIES, IN ACCORDANCE WITH AUDITING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. FORM 990, PART V, LINE 4B STANFORD HAS AN INTEREST IN OR SIGNATURE AUTHORITY OVER BANK AND/OR INVESTMENT ACCOUNTS IN THE FOLLOWING COUNTRIES: CHILE; CHINA; FRANCE; GERMANY; GHANA; HONG KONG; INDIA; ITALY; JAPAN; JERSEY; KENYA; SOUTH AFRICA; SOUTH KOREA; SPAIN; UNITED KINGDOM. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS THE FOLLOWING INDIVIDUALS LISTED ON PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - ANEEL BHUSRI AND JERRY YANG; - MARC S. LIPSCHULTZ AND JAMES D. HALPER. FORM 990, PART VI, SECTION B, LINES 11A & B REVIEW OF THE FORM 990 THE FORM 990 IS PREPARED BY THE UNIVERSITY'S TAX DEPARTMENT IN CONSULTATION WITH STAKEHOLDERS INTERNAL TO FINANCIAL MANAGEMENT SERVICES AND ACROSS THE UNIVERSITY INCLUDING OFFICE OF DEVELOPMENT, THE OFFICE OF GENERAL COUNSEL, STANFORD MANAGEMENT COMPANY AND UNIVERSITY HUMAN RESOURCES. THE RETURN IS REVIEWED BY EXTERNAL ACCOUNTANTS, OUTSIDE COUNSEL, AND INTERNALLY WITH SENIOR MANAGEMENT INCLUDING THE SENIOR ASSOCIATE VICE PRESIDENT FOR FINANCE, THE CONTROLLER, THE TREASURER AND STANFORD MANAGEMENT COMPANY. THE RETURN IS THEN DISTRIBUTED TO THE BOARD COMMITTEE ON AUDIT, COMPLIANCE AND RISK FOR THEIR REVIEW IN ADVANCE OF THE COMMITTEE MEETING. THE COMMITTEE IS OFFERED AN OPPORTUNITY TO ASK QUESTIONS BOTH AT THE MEETING AND ANYTIME THEREAFTER. SUBSEQUENT TO THE MEETING, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ("TRUSTEES"), OFFICERS AND FACULTY MAY, FROM TIME TO TIME, BE ASSOCIATED, EITHER DIRECTLY OR INDIRECTLY, WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES THAT ARE STRICTLY ENFORCED TO ENSURE THAT ALL TRANSACTIONS WITH THESE PARTIES ARE ARM'S LENGTH, AND THERE IS NO FAVORABLE TREATMENT OF THE VENDOR AS A RESULT OF THESE RELATIONSHIPS. CONFLICTS OF INTEREST ARE REGULARLY MONITORED, AND APPLICABLE POLICY IS CONSISTENTLY ENFORCED. UNIVERSITY-WIDE COMPLIANCE INITIATIVES INCLUDE TRAINING AND DOCUMENTATION, REQUIRED ANNUAL DISCLOSURE AND FOLLOW-UP; MANAGEMENT CONTROLS; ENTERPRISE RISK MANAGEMENT; REGULAR INTERNAL AND EXTERNAL AUDITS; WHISTLE-BLOWER PROVISIONS; SUPERVISION; AND REVIEW. PERCEIVED VIOLATIONS WOULD BE INVESTIGATED AND ADDRESSED AS APPROPRIATE THROUGH VARIOUS SANCTIONS, INCLUDING FINANCIAL PENALTIES AND TERMINATION, DEPENDING UPON THE NATURE AND DEGREE OF THE CONFLICT. FOR OFFICERS, THE UNIVERSITY REQUIRES ANNUAL DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS IN EMPLOYMENT OR CONSULTING RELATIONSHIPS WITH ENTITIES DOING BUSINESS WITH THE UNIVERSITY. THESE ANNUAL DISCLOSURES COVER BOTH OFFICERS AND THEIR IMMEDIATE FAMILY. WHEN SUCH ASSOCIATIONS EXIST, MEASURES ARE TAKEN TO APPROPRIATELY MANAGE, IN THE BEST INTERESTS OF THE UNIVERSITY, ANY ACTUAL OR PERCEIVED CONFLICT. FACULTY MUST COMPLY WITH THE FACULTY CONFLICT OF INTEREST POLICY, WHICH REQUIRES ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY AND DISCLOSURE OF INTERESTS IN OUTSIDE ENTITIES THAT ARE SPONSORS OF THEIR TEACHING OR RESEARCH OR OTHER TRANSACTIONS WITH THE UNIVERSITY IN WHICH THEY ARE INVOLVED. ALL PERSONAL FINANCIAL INTERESTS RELATED TO STANFORD ACTIVITIES MUST BE REPORTED, REGARDLESS OF DOLLAR AMOUNT. FOR TRUSTEES, THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES, AMONG OTHER THINGS, THAT NO MEMBER OF THE BOARD OF TRUSTEES IS PERMITTED TO PARTICIPATE IN ANY DECISION RELATING TO AN ENTITY IN WHICH HE OR SHE (OR AN IMMEDIATE FAMILY MEMBER) HAS A MATERIAL FINANCIAL INTEREST. THE CONFLICT OF INTEREST POLICY ALSO PRECLUDES THE UNIVERSITY FROM ENTERING INTO CERTAIN TRANSACTIONS WITH AN ENTITY IN WHICH A TRUSTEE HAS A MATERIAL FINANCIAL INTEREST UNLESS MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT. NAMELY, THE POLICY REQUIRES THAT SUCH TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY, AND OTHERWISE IN ACCORDANCE WITH SOUND CONFLICT MANAGEMENT PRACTICES. THE CONFLICT OF INTEREST POLICY REQUIRES EACH TRUSTEE TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION THE ANNUAL PROCESS FOR DETERMINING COMPENSATION OF BOTH THE TOP MANAGEMENT OFFICIAL (PRESIDENT OF THE UNIVERSITY) AND OF OTHER OFFICERS/KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. IN THE CASE OF THE UNIVERSITY'S PRESIDENT, THE VICE PRESIDENT FOR HUMAN RESOURCES, AT A PRELIMINARY MEETING WITH A SUBCOMMITTEE OF THE BOARD COMMITTEE ON COMPENSATION, INCLUDING NON-EMPLOYEE TRUSTEES, PRESENTS AN ANALYSIS OF CURRENT RELEVANT MARKET DATA, CONTAINING SALARY INFORMATION OF INDIVIDUALS SERVING IN A COMPARABLE POSITION, OBTAINED FROM AN INDEPENDENT HUMAN RESOURCE CONSULTING FIRM. THE SAME MATERIALS ARE SENT TO THE FULL COMMITTEE. AT THE MEETING OF THE FULL COMMITTEE AND IN THE ABSENCE OF THE PRESIDENT, DISCUSSION OCCURS PRIOR TO A VOTE. MINUTES OF ALL MEETINGS ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. IN THE CASE OF OTHER OFFICERS/KEY EMPLOYEES, PER GUIDELINES IN THE COMMITTEE'S EXECUTIVE COMPENSATION POLICY AND PROCEDURES DOCUMENT, EACH YEAR THE VICE PRESIDENT FOR HUMAN RESOURCES PROVIDES CURRENT RELEVANT MARKET DATA AND THE HISTORICAL PAY INFORMATION RELATING TO THESE PERSONS TO THE PRESIDENT OR TO THE PROVOST BASED ON THE REPORTING STRUCTURE. THE PRESIDENT AND PROVOST PROPOSE CHANGES IN COMPENSATION BASED ON EACH INDIVIDUAL'S PERFORMANCE AND ON THE MARKET DATA. THE COMMITTEE ON COMPENSATION REVIEWS THE RECOMMENDATIONS AND, FOLLOWING DISCUSSION, APPROVES THE RECOMMENDATIONS AS SUBMITTED OR WITH MODIFICATIONS. MINUTES OF THE MEETING ARE ON FILE IN THE OFFICE OF THE VICE PRESIDENT FOR HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 STANFORD UNIVERSITY MAKES ITS FOUNDING GRANT, FACULTY AND STAFF CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC THROUGH STANFORD'S WEBSITE, AND UPON REQUEST TO THE OFFICE OF UNIVERSITY COMMUNICATIONS. FORM 990, PART VII, SECTION A, COLUMN B HOURS FOR RELATED ORGANIZATIONS IN CONNECTION WITH THEIR POSITIONS AT STANFORD, CERTAIN LISTED INDIVIDUALS MAY, FROM TIME TO TIME, PARTICIPATE IN ACTIVITIES OF A RELATED ORGANIZATION. WHERE THE LISTED INDIVIDUALS ARE TRUSTEES, DIRECTORS, OFFICERS, OR EMPLOYEES OF THE RELATED ORGANIZATION, THE TIME DEVOTED TO THE RELATED ORGANIZATION BY SUCH INDIVIDUALS IS GENERALLY REPORTED AS RELATED ORGANIZATION HOURS IN PART VII, SECTION A, LINE 1A, COLUMN (B), BELOW THE DOTTED LINE. IN ALL OTHER CASES, THE HOURS IN CONNECTION WITH SUCH PARTICIPATION ARE INCLUDED IN THE HOURS REPORTED FOR THE INDIVIDUALS' POSITIONS AT STANFORD UNIVERSITY IN PART VII, SECTION A, LINE 1A, COLUMN (B), ABOVE THE DOTTED LINE. FORM 990, PART VII, SECTION B INDEPENDENT CONTRACTORS IN THE PRESENTATION OF THE DATA APPEARING IN FORM 990, PART VII, SECTION B, STANFORD REPORTS DIRECT CASH COMPENSATION PAID TO PROFESSIONAL INDEPENDENT CONTRACTORS. COMMISSIONS, DISCOUNTS, AND MANAGEMENT FEES EMBEDDED IN AND/OR DEDUCTED FROM INVESTMENT RETURNS AND AMOUNTS PROVIDED TO VENTURE CAPITAL, PRIVATE EQUITY, AND HEDGE FUND GENERAL PARTNERS DUE TO THEIR "CARRIED INTEREST" IN PARTNERSHIPS IN WHICH STANFORD PARTICIPATES ARE NOT CONSIDERED IN THIS REPORTING. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN POST RETIREMENT BENEFIT OBLIGATION $ (37,351,000) CHANGE IN VALUE OF SPLIT INTEREST (57,669,637) NET HOSPITAL TRANSFERS 191,096,361 CHANGE IN VALUE OF SWAP AGREEMENTS (1,869,951) CHANGE IN NON-CONTROLLING INTEREST 73,107,686 ------------------------- $ 167,313,459 200 GREGORY STREET LLC 415 BROADWAY REDWOOD CITY CA 94063 941156365 REAL ESTATE CO 0 0 STANFORD A2A RWC HOLDINGS LLC 415 BROADWAY 3RD FLOOR REDWOOD CITY CA 94063 933314911 REAL ESTATE DE -534336 277312 STANFORD ANTS AT WORK LLC 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 941156365 RESEARCH NM 0 0 STANFORD ARCOLA LLC 635 KNIGHT WAY STANFORD CA 94305 204222260 REAL ESTATE DE ARCOLA VENTU ARCOLA RESIDENTIAL DEVELOPMENT LLC 635 KNIGHT WAY STANFORD CA 94305 800804754 REAL ESTATE DE ARCOLA VENTU ARCOLA RETAIL DEVELOPMENT LLC 635 KNIGHT WAY STANFORD CA 94305 800804058 REAL ESTATE DE ARCOLA VENTU ATFIV DIRECT LLC 635 KNIGHT WAY STANFORD CA 94305 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