PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE (EIN 94-1156617)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202641349349312274
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T17:15:06-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 W MARCH LN STE 200AddressLine1Txt
CitySTOCKTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP952192367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156617EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESIDENT-BOARD OF TRUSTEESBusinessNameLine1Txt
Business Name Line2SANTA CLARA COLLEGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPRESBusinessNameControlTxt
Phone4085544398PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EL CAMINO REALAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95053ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAMONA SAUTERPersonNm
Person TitleAVP FOR FINANCEPersonTitleTxt
Phone4085544398PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone2099556100PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SANTA CLARA UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJULIE SULLIVANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EL CAMINO REALAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95053ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,112,294,161GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SCU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1851FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSCU IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee5460TotalEmployeeCnt
Total Volunteers2957TotalVolunteersCnt
Total Gross UBI$7,233,540TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,380,247NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$71,582,111PYContributionsGrantsAmt
CY Contributions Grants$57,631,447CYContributionsGrantsAmt
PY Program Service Revenue$557,968,945PYProgramServiceRevenueAmt
CY Program Service Revenue$593,522,261CYProgramServiceRevenueAmt
PY Investment Income$51,718,924PYInvestmentIncomeAmt
CY Investment Income$66,363,018CYInvestmentIncomeAmt
PY Other Revenue-$1,579,406PYOtherRevenueAmt
CY Other Revenue$8,868,280CYOtherRevenueAmt
PY Total Revenue$679,690,574PYTotalRevenueAmt
CY Total Revenue$726,385,006CYTotalRevenueAmt
PY Grants And Similar Paid$139,019,707PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$157,283,729CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$311,344,664PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$333,945,097CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,108,046CYTotalFundraisingExpenseAmt
PY Other Expenses$199,442,409PYOtherExpensesAmt
CY Other Expenses$199,198,161CYOtherExpensesAmt
PY Total Expenses$649,806,780PYTotalExpensesAmt
CY Total Expenses$690,426,987CYTotalExpensesAmt
PY Revenues Less Expenses$29,883,794PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,958,019CYRevenuesLessExpensesAmt
Total Assets BOY$2,995,576,494TotalAssetsBOYAmt
Total Assets EOY$3,118,534,110TotalAssetsEOYAmt
Total Liabilities BOY$602,927,008TotalLiabilitiesBOYAmt
Total Liabilities EOY$597,419,508TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,392,649,486NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,521,114,602NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$598,058,862ExpenseAmt
Grant$157,283,729GrantAmt
Revenue$592,536,224RevenueAmt
DescSANTA CLARA UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION OFFERING DEGREES AT THE UNDERGRADUATE AND GRADUATE LEVEL AND LAW DEGREES. THE UNIVERSITY CONSISTS OF THE COLLEGE OF ARTS AND SCIENCES, THE SCHOOL OF ENGINEERING, THE LEAVEY SCHOOL OF BUSINESS, THE SCHOOL OF EDUCATION AND COUNSELING PSYCHOLOGY, THE SCHOOL OF LAW, AND THE JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA UNIVERSITY. CURRENT ENROLLMENT IS 9,728 STUDENTS CONSISTING OF 6,577 UNDERGRADUATE, 2,558 GRADUATE AND 593 LAW STUDENTS. IN FISCAL YEAR 2024-2025, THE UNIVERSITY AWARDED 2,822 DEGREES AT ALL ACADEMIC LEVELS.Desc
Total Program Service Expenses$598,058,862TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12064IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5460EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMONA SAUTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085542757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EL CAMINO REALAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95053ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JULIE SULLIVAN
PRESIDENT40.003.00Yes (X)Yes (X)$1,189,082$0$23,097
LARRY W SONSINI
CHAIR5.000.00Yes (X)Yes (X)$0$0$0
MOLLY JOSEPH
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
STEVEN STEVE J SORDELLO
TREASURER (THRU 06/24), TRUSTEE2.000.00Yes (X)$0$0$0
MIGUEL ABOITIZ
TRUSTEE2.000.00Yes (X)$0$0$0
CRAIG ALBANESE
TRUSTEE2.000.00Yes (X)$0$0$0
LUIS ARRIAGA VALENZUELA SJ
TRUSTEE2.000.00Yes (X)$0$0$0
KRISTI M BOWERS
TRUSTEE2.000.00Yes (X)$0$0$0
MARGARET PEGGY M BRADSHAW
TRUSTEE2.000.00Yes (X)$0$0$0
LUIS CALERO SJ
TRUSTEE2.003.00Yes (X)$0$0$0
WILLIAM BILL S CARTER
TRUSTEE2.000.00Yes (X)$0$0$0
LOUIS LOU M CASTRUCCIO
TRUSTEE2.000.00Yes (X)$0$0$0
HOWARD S CHARNEY
TRUSTEE3.000.00Yes (X)$0$0$0
KATHRYN KATHY CHOU
TRUSTEE2.000.00Yes (X)$0$0$0
GERALD JERRY T COBB SJ
TRUSTEE2.000.00Yes (X)$0$0$0
WILLIAM DUFFY
TRUSTEE2.000.00Yes (X)$0$0$0
KATHLEEN DUNCAN
TRUSTEE2.000.00Yes (X)$0$0$0
REBECCA M GUERRA
TRUSTEE2.000.00Yes (X)$0$0$0
TIMOTHY TIM HALEY
TRUSTEE2.000.00Yes (X)$0$0$0
RICHARD RICH D HAUGHEY
TRUSTEE2.000.00Yes (X)$0$0$0
SEAN HUURMAN
TRUSTEE2.000.00Yes (X)$0$0$0
DARIUS JOHNSON CLASS OF '23
TRUSTEE2.000.00Yes (X)$0$0$0
WILLIAM BILL P LEAHY SJ
TRUSTEE2.000.00Yes (X)$0$0$0
HEIDI LE BARON LEUPP
TRUSTEE5.000.00Yes (X)$0$0$0
ROBERT LLOYD
TRUSTEE2.000.00Yes (X)$0$0$0
JOSEPH M MCSHANE SJ
TRUSTEE2.000.00Yes (X)$0$0$0
JEFFREY JEFF A MILLER
TRUSTEE4.000.00Yes (X)$0$0$0
KAPIL K NANDA
TRUSTEE2.000.00Yes (X)$0$0$0
RISE JONES PICHON
TRUSTEE2.000.00Yes (X)$0$0$0
SAHIL SAGAR
TRUSTEE2.000.00Yes (X)$0$0$0
STEPHEN C SCHOTT
TRUSTEE2.000.00Yes (X)$0$0$0
DEBORA DEB SHOQUIST
TRUSTEE2.000.00Yes (X)$0$0$0
ROBERT BOB H SMITH
TRUSTEE2.000.00Yes (X)$0$0$0
TIMOTHY TIM SMITH
TRUSTEE2.000.00Yes (X)$0$0$0
THOMAS TOM SMOLICH
TRUSTEE2.000.00Yes (X)$0$0$0
MARY STEVENS
TRUSTEE2.000.00Yes (X)$0$0$0
JOHN TORREY
TRUSTEE2.000.00Yes (X)$0$0$0
JOHN P UNDERWOOD
TRUSTEE2.000.00Yes (X)$0$0$0
SUSAN VALERIOTE
TRUSTEE2.000.00Yes (X)$0$0$0
GREGORY GREG VAUGHAN
TRUSTEE2.000.00Yes (X)$0$0$0
PAUL H VU SJ
TRUSTEE2.000.00Yes (X)$0$0$0
AGNIESZKA WINKLER
TRUSTEE4.0010.00Yes (X)$0$0$0
JOHN KERRIGAN - ASST TREAS
CIO (OUTGOING 06/25)40.000.00Yes (X)$1,070,532$0$59,886
FRANK TESSIER - ASST TREAS
CIO (INCOMING 02/25)40.000.00Yes (X)$615,631$0$21,128
WILSON GARONE - TREASURER
(AS OF 07/24), VP FINANCE & ADMIN40.000.00Yes (X)$489,250$0$55,551
KELLY CAPEN DOUGLAS - SECRETARY
(AS OF 07/24), GENERAL COUNSEL40.003.00Yes (X)$437,161$0$49,934
MOLLY MCDONALD
ASSISTANT SECRETARY, CHIEF OF STAFF40.000.00Yes (X)$357,127$0$79,076
RAMONA SAUTER
ASST. TREASURER, AVP FOR FINANCE40.000.00Yes (X)$254,946$0$41,252
JAMES LYONS
VP FOR UNIVERSITY RELATIONS40.000.00$678,467$0$65,010Yes (X)
JAMES GLASER
EXECUTIVE VICE PRESIDENT AND PROVOST40.000.00$351,277$0$21,315Yes (X)
EVANGELINA BLANCO
VP FOR ENROLLMENT MANAGEMENT40.000.00$344,950$0$47,188Yes (X)
DANIEL PRESS
DEAN, COLLEGE OF ARTS AND SCIENCES40.000.00$337,259$0$35,656Yes (X)
ED RYAN - ACTING PROVOST
VICE PROVOST FOR PLANNING & INST.40.000.00$332,388$0$25,252Yes (X)
KATE MORRIS - FORMER ACTING
PROVOST & VICE PROVOST FOR ACAD. AFF.40.000.00$323,513$0$56,029Yes (X)
HERBERT SENDEK
HEAD COACH, MEN'S BASKETBALL40.000.00$970,864$0$105,857Yes (X)
RENEE BAUMGARTNER
EXECUTIVE DIRECTOR, ATHLETICS40.000.00$725,817$0$60,906Yes (X)
MICHAEL KAUFMAN
DEAN, SCHOOL OF LAW40.000.00$550,613$0$41,481Yes (X)
ED GRIER
DEAN, SCHOOL OF BUSINESS40.000.00$464,892$0$40,922Yes (X)
LISA KLOPPENBERG - PROF OF LAW
DEAN EMER, SPEC ASST OF VP UNIV REL40.000.00$457,157$0$58,754Yes (X)
JOHN OTTOBONI
FORMER SR. COUNSEL & SPECIAL ADVISOR40.000.00$204,157$0$43,501Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,155,083TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$931,795TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K948IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BON APPETIT - SANTA CLARA
PO BOX 50196LOS ANGELESCA90074DINING SERVICES$23,206,641
EVERSPRING INC
123 N WACKER DRIVECHICAGOIL60606DIGITAL EDUCATIONAL SERVICES$5,765,993
ABLE BUILDING MAINTENANCE CO
PO BOX 884651LOS ANGELESCA90088FACILITIES MAINTENANCE$3,943,559
DEVCON CONSTRUCTION INC
690 GILBRATER DRIVEMILPITASCA95035CONSTRUCTION$3,747,482
ASTRO TURF CORPORATION
2680 ABUTMENT ROAD SEDALTONCA30721ARTIFICIAL TURF REPLACEMENT AND INSTALLA$1,953,968
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K163CntrctRcvdGreaterThan100KCnt
Federated Campaigns$13,500FederatedCampaignsAmt
Fundraising$1,695,476FundraisingAmt
Related Organizations$2,435,575RelatedOrganizationsAmt
Government Grants$2,331,385GovernmentGrantsAmt
All Other Contributions$51,155,511AllOtherContributionsAmt
Noncash Contributions$8,458,899NoncashContributionsAmt
Total Contributions$57,631,447TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION FEES525990$513,480,079$513,480,079
AUXILIARY ACTIVITIES611710$55,341,214$55,341,214
FED GRANTS & CONTRACTS900099$10,770,447$10,770,447
PROGRAM FEES611710$7,865,423$7,865,423
PROGRAM SALES INCOME611710$5,079,061$5,079,061

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$986,037TotalRevenueColumnAmt
Unrelated Business Revenue$986,037UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$593,522,261TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,677,890TotalRevenueColumnAmt
Unrelated Business Revenue$1,339,859UnrelatedBusinessRevenueAmt
Exclusion$21,338,031ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$427,059,158SecuritiesAmt
Other$507,083OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$383,881,113SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$43,178,045SecuritiesAmt
Other$507,083OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,685,128TotalRevenueColumnAmt
Unrelated Business Revenue$4,907,644UnrelatedBusinessRevenueAmt
Exclusion$38,777,484ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$917,958FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,695,476ContriRptFundraisingEventAmt
Fundraising Direct Expenses$2,028,042FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,110,084TotalRevenueColumnAmt
Exclusion-$1,110,084ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescGAIN ON DEFEASANCE OF DEBTDesc
Business900099BusinessCd
Total Revenue Column$9,978,364TotalRevenueColumnAmt
Exclusion$9,978,364ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,978,364OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$726,385,006TotalRevenueColumnAmt
Related Or Exempt Func Income$592,536,224RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,233,540UnrelatedBusinessRevenueAmt
Exclusion$68,983,795ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$93,085TotalAmt
Program Services$93,085ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$157,190,644TotalAmt
Program Services$157,190,644ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,436,131TotalAmt
Program Services$1,354,453ProgramServicesAmt
Management And General$6,307,200ManagementAndGeneralAmt
Fundraising$774,478FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$310,519TotalAmt
Program Services$310,519ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$241,912,168TotalAmt
Program Services$207,770,781ProgramServicesAmt
Management And General$23,339,312ManagementAndGeneralAmt
Fundraising$10,802,075FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,703,000TotalAmt
Program Services$17,373,085ProgramServicesAmt
Management And General$2,391,010ManagementAndGeneralAmt
Fundraising$938,905FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,620,965TotalAmt
Program Services$37,552,256ProgramServicesAmt
Management And General$6,240,883ManagementAndGeneralAmt
Fundraising$1,827,826FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,962,314TotalAmt
Program Services$14,282,774ProgramServicesAmt
Management And General$1,897,284ManagementAndGeneralAmt
Fundraising$782,256FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,511,490TotalAmt
Program Services$262,194ProgramServicesAmt
Management And General$1,249,296ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$451,179TotalAmt
Management And General$451,179ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,003TotalAmt
Management And General$2,003ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,962,354TotalAmt
Management And General$4,962,354ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,795,907TotalAmt
Program Services$31,746,507ProgramServicesAmt
Management And General$3,058,454ManagementAndGeneralAmt
Fundraising$990,946FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,034,480TotalAmt
Program Services$557,864ProgramServicesAmt
Management And General$461,948ManagementAndGeneralAmt
Fundraising$14,668FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,844,725TotalAmt
Program Services$19,688,621ProgramServicesAmt
Management And General$2,648,837ManagementAndGeneralAmt
Fundraising$507,267FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,334,953TotalAmt
Program Services$10,929,544ProgramServicesAmt
Management And General$1,402,147ManagementAndGeneralAmt
Fundraising$3,262FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,772,217TotalAmt
Program Services$8,150,264ProgramServicesAmt
Management And General$279,038ManagementAndGeneralAmt
Fundraising$342,915FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,240,633TotalAmt
Program Services$9,311,721ProgramServicesAmt
Management And General$4,963,524ManagementAndGeneralAmt
Fundraising$965,388FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,973,783TotalAmt
Program Services$12,547,176ProgramServicesAmt
Management And General$426,607ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,750,156TotalAmt
Program Services$49,697,018ProgramServicesAmt
Management And General$3,050,400ManagementAndGeneralAmt
Fundraising$2,738FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,011,698TotalAmt
Program Services$7,516,463ProgramServicesAmt
Management And General$4,481,936ManagementAndGeneralAmt
Fundraising$13,299FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
IT SOFTWARE & MAINTENAN$6,658,295$4,263,204$2,373,670$21,421
LIBRARY ACQUISITIONS$4,902,202$4,902,202
INDIRECT COSTS SPONSORE$3,150,473$3,150,473
DUES AND MEMBERSHIPS$1,067,378$682,213$303,706$81,459

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,734,235TotalAmt
Program Services$1,876,274ProgramServicesAmt
Management And General$818,818ManagementAndGeneralAmt
Fundraising$39,143FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$690,426,987TotalAmt
Program Services$598,058,862ProgramServicesAmt
Management And General$74,260,079ManagementAndGeneralAmt
Fundraising$18,108,046FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$59,830,655BOYAmt
EOY$95,311,623EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$142,796,675BOYAmt
EOY$115,008,498EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,529,830BOYAmt
EOY$51,414,584EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,041,440BOYAmt
EOY$12,173,311EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$761,405BOYAmt
EOY$1,019,820EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$862,914BOYAmt
EOY$890,838EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,745,869,523LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$686,731,530LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,082,699,698BOYAmt
EOY$1,059,137,993EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$551,935,286BOYAmt
EOY$566,946,170EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,055,885,332BOYAmt
EOY$1,184,101,428EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,700,253BOYAmt
EOY$575,025EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,533,006BOYAmt
EOY$31,954,820EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,995,576,494BOYAmt
EOY$3,118,534,110EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$67,146,880BOYAmt
EOY$74,392,620EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$24,262,935BOYAmt
EOY$25,251,763EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$297,181,455BOYAmt
EOY$272,834,456EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$214,335,738BOYAmt
EOY$224,940,669EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$602,927,008BOYAmt
EOY$597,419,508EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,045,186,420BOYAmt
EOY$1,078,416,850EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,347,463,066BOYAmt
EOY$1,442,697,752EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,392,649,486BOYAmt
EOY$2,521,114,602EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,995,576,494BOYAmt
EOY$3,118,534,110EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$35,958,019ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$90,252,526NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$44,065DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$2,210,506OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,963,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,513,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,501,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,582,111CurrentTaxYearMinus1YearAmt
Current Tax Year$57,631,447CurrentTaxYearAmt
Total$383,191,423TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,963,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,513,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,501,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,582,111CurrentTaxYearMinus1YearAmt
Current Tax Year$57,631,447CurrentTaxYearAmt
Total$383,191,423TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$46,634,513SubstantialContributorsTotAmt
Public Support Total170$336,556,910PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,618,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,040,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,785,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,063,679CurrentTaxYearMinus1YearAmt
Current Tax Year$22,677,890CurrentTaxYearAmt
Total$99,185,289TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,566,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,956,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$3,745,996CurrentTaxYearAmt
Total$16,268,897TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$9,978,364CurrentTaxYearAmt
Total$9,978,364TotalAmt
FieldValueIRS element (for citing)
Total Support$508,623,973TotalSupportAmt
Gross Receipts Rltd Activities$2,586,678,756GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66170PublicSupportCY170Pct
Public Support PY1700.69900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 9,978,364.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$2,003OtherActivitiesAmt
Total Lobbying Expenditures$2,003TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSCU PAYS ANNUAL DUES TO MEMBERSHIP ORGANIZATIONS; A PORTION OF THE ANNUAL DUES ARE USED BY THE ORGANIZATIONS FOR LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,500,109,304BeginningYearBalanceAmt
Contributions$22,941,807ContributionsAmt
Investment Earnings Or Losses$151,095,119InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,029,203GrantsOrScholarshipsAmt
Other Expenditures$32,580,433OtherExpendituresAmt
Administrative Expenses$7,202,299AdministrativeExpensesAmt
End Year Balance$1,610,334,295EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,424,838,443BeginningYearBalanceAmt
Contributions$28,103,797ContributionsAmt
Investment Earnings Or Losses$111,775,494InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,991,662GrantsOrScholarshipsAmt
Other Expenditures$30,459,768OtherExpendituresAmt
Administrative Expenses$12,157,000AdministrativeExpensesAmt
End Year Balance$1,500,109,304EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,417,914,424BeginningYearBalanceAmt
Contributions$33,772,541ContributionsAmt
Investment Earnings Or Losses$26,813,826InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,659,993GrantsOrScholarshipsAmt
Other Expenditures$26,551,355OtherExpendituresAmt
Administrative Expenses$7,451,000AdministrativeExpensesAmt
End Year Balance$1,424,838,443EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,480,709,489BeginningYearBalanceAmt
Contributions$46,798,394ContributionsAmt
Investment Earnings Or Losses-$60,558,975InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,124,047GrantsOrScholarshipsAmt
Other Expenditures$23,637,437OtherExpendituresAmt
Administrative Expenses$8,273,000AdministrativeExpensesAmt
End Year Balance$1,417,914,424EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$995,887,403BeginningYearBalanceAmt
Contributions$13,116,787ContributionsAmt
Investment Earnings Or Losses$518,220,847InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,268,598GrantsOrScholarshipsAmt
Other Expenditures$22,275,950OtherExpendituresAmt
Administrative Expenses$7,971,000AdministrativeExpensesAmt
End Year Balance$1,480,709,489EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.27800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.56100TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$30,412,979InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$89,507,792OtherCostOrOtherBasisAmt
Book Value$119,920,771BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,843,030InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,226,589,638OtherCostOrOtherBasisAmt
Depreciation$454,858,079DepreciationAmt
Book Value$782,574,589BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$129,232,286OtherCostOrOtherBasisAmt
Depreciation$80,737,396DepreciationAmt
Book Value$48,494,890BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$201,915,091OtherCostOrOtherBasisAmt
Depreciation$147,513,311DepreciationAmt
Book Value$54,401,780BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,368,707OtherCostOrOtherBasisAmt
Depreciation$3,622,744DepreciationAmt
Book Value$53,745,963BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,059,137,993TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$552,056,004F
VENTURE CAPITAL & PRIVATE EQUITY$546,329,309F
OTHER ALTERNATIVE INVESTMENTS$59,669,985F
PENDING TRADED$23,096,053F
NOTES RECEIVABLE$2,950,077F
FieldValueIRS element (for citing)
Total Book Value Securities$1,184,101,428TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AMOUNTS HELD ON BEHALF OF OTHERS$171,031,036
OBLIGATIONS UNDER CAPITALIZED LEASE$37,863,884
ANNUITY OBLIGATIONS$11,552,528
ASSET RETIREMENT OBLIGATION$3,728,440
REFUNDABLE ADVANCES - US GOVERNMENT$764,781
FieldValueIRS element (for citing)
Total Liability$224,940,669TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$665,059,836TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$90,252,526NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$44,065DonatedServicesAndUseFcltsAmt
Other Revenue$13,615,195OtherRevenueAmt
Revenue Not Reported$103,911,786RevenueNotReportedAmt
Revenue Subtotal$561,148,050RevenueSubtotalAmt
Other Revenues Not Included$165,236,956OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$165,236,956RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$726,385,006TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$532,339,940TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,996,409OtherExpensesIncludedAmt
Expenses Not Reported$6,996,409ExpensesNotReportedAmt
Expenses Subtotal$525,343,531ExpensesSubtotalAmt
Other Expenses Not Included$165,083,456OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$165,083,456ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$690,426,987TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS, WHICH HAVE BEEN ACQUIRED THROUGH CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF FINANCIAL POSITION.
PART III, LINE 4:THE UNIVERSITY MAINTAINS THE DE SAISSET MUSEUM FOR STUDENTS WHICH IS ALSO OPEN TO THE PUBLIC. THE DE SAISSET MUSEUM SUPPORTS SANTA CLARA UNIVERSITY'S GOAL OF EDUCATING THE WHOLE PERSON THROUGH A DIVERSE AND ACCESSIBLE RANGE OF EXHIBITIONS, COLLECTIONS, AND EDUCATIONAL PROGRAMS THAT HIGHLIGHT THE ART AND HISTORY OF THE SAN FRANCISCO BAY AREA AND THE LOCAL SANTA CLARA VALLEY.
PART V, LINE 4:ENDOWED GIFTS ARE MEANT TO EXIST IN PERPETUITY, AND ARE INVESTED FOR LONG-TERM GROWTH. EACH YEAR, A PORTION OF THE FUND'S EARNINGS IS MADE AVAILABLE IN THE FORM OF AN ALLOCATION TO SUPPORT STUDENT SCHOLARSHIPS, FACULTY CHAIRS, AND OTHER ENDOWED PROGRAMS THAT FURTHER THE UNIVERSITY'S STRATEGIC PRIORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:JESUIT SCHOOL OF THEOLOGY REVENUE & INVESTMENT REALIZED GAINS 8,980,924. BRONCO BENCH FUND REVENUE 242,223. SPECIAL EVENT EXPENSE 2,028,042. ACTUARIAL CHANGES TO SPLIT INTEREST AGREEMENTS 2,364,006.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES 4,962,354. STUDENT FINANCIAL AID 155,194,911. LOSS ON UNCOLLECTIBLE PLEDGES 153,500. ALLOWANCE FOR DOUBTFUL ACCOUNTS (PLEDGES)/OTHER ADJUSTMENTS 3,249,951. LOAN FUND EXPENSE 120,467. ANNUITY FUND EXPENSE 651,779. OTHER MANAGEMENT FEES 597,423. ENDOWMENT ASSOCIATED EXPENSES 306,571.
PART XII, LINE 2D - OTHER ADJUSTMENTS:JESUIT SCHOOL OF THEOLOGY EXPENSES 4,789,772. BRONCO BENCH FUND STUDENT SERVICES EXPENSES 178,595. SPECIAL EVENT EXPENSE 2,028,042.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES 4,962,354. STUDENT FINANCIAL AID 155,194,911. ALLOWANCE FOR DOUBTFUL ACCOUNTS (PLEDGES)/OTHER ADJUSTMENTS 3,249,951. LOAN FUND EXPENSE 120,467. ANNUITY FUND EXPENSE 651,779. OTHER MANAGEMENT FEES 597,423. ENDOWMENT ASSOCIATED EXPENSES 306,571.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY MEETS THE CRITERIA UNDER SUBSECTION 4.03.2(B) OF REVENUE PROCEDURE 1975-50.
SCHEDULE E, PART I, LINE 6FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES CONSISTS OF STUDENT FINANCIAL AID RECEIVED FROM SUCH AGENCIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSTUDY ABROAD$6,611,317
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD$273,296
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$10,511
NORTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$9,200
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$408,542,041
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$30,779,697
SUB-SAHARAN AFRICA00INVESTMENTS$21,208,348
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$467,434,410SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$467,434,410TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLDEN CIRCLEEvent1Nm
Gross Receipts Event1$1,855,375GrossReceiptsEvent1Amt
Charitable Contri Event1$1,667,475CharitableContriEvent1Amt
Gross Revenue Event1$187,900GrossRevenueEvent1Amt
Rent Facility Costs Event1$569,488RentFacilityCostsEvent1Amt
Food And Beverage Event1$108,353FoodAndBeverageEvent1Amt
Entertainment Event1$812,650EntertainmentEvent1Amt
Other Direct Expenses Event1$24,011OtherDirectExpensesEvent1Amt
Event2KASNER SYMPOSIUMEvent2Nm
Gross Receipts Event2$407,200GrossReceiptsEvent2Amt
Gross Revenue Event2$407,200GrossRevenueEvent2Amt
Rent Facility Costs Event2$93,328RentFacilityCostsEvent2Amt
Food And Beverage Event2$120,298FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$107,435OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$350,859GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$28,001CharitableContriOtherEventsAmt
Gross Revenue Other Events$322,858GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$371NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$39,752RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$78,492FoodAndBeverageOtherEventsAmt
Entertainment Other Events$7,484EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$66,380OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,613,434GrossReceiptsTotalAmt
Charitable Contributions Tot$1,695,476CharitableContributionsTotAmt
Gross Revenue Total Events$917,958GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$371NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$702,568RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$307,143FoodAndBeverageTotalEventsAmt
Entertainment Total Events$820,134EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$197,826OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,028,042DirectExpenseSummaryEventsAmt
Net Income Summary-$1,110,084NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ST CLARE PARISH
725 WASHINGTON STREETSANTA CLARACA95050942734503501(C)(3)$12,443$0DONATION FOR COMMUNITY SUPPORT
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA94305941156365501(C)(3)$10,000$0DONATION FOR COMMUNITY SUPPORT
CRISTO REY SAN JOSE HIGH SCHOOL
1389 E SANTA CLARA STREETSAN JOSECA95116822530868501(C)(3)$6,000$0DONATION FOR COMMUNITY SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID AND SCHOLARSHIPS6542$155,194,911BOOKNA
SCHOLARSHIPS & FELLOWSHIPS (FEDERAL WORK STUDY)736$1,501,089BOOKNA
OTHER GRANTS TO STUDENTS110$494,643BOOKNA

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY PROVIDES GRANTS AND OTHER ASSISTANCE TO DOMESTIC CHARITABLE ORGANIZATIONS TO SUPPORT PROGRAMS AND ACTIVITIES IN LINE WITH OUR MISSION. SOME OF THESE DONATIONS ARE COLLECTED DURING MASS AT THE MISSION CHURCH AND THEN PROVIDED TO VARIOUS CHARITABLE ORGANIZATIONS. THE UNIVERSITY PROVIDES GRANTS FOR SCHOLARSHIPS, FELLOWSHIPS, AND STUDENT LOANS USING GUIDELINES ESTABLISHED BY THE ORGANIZATION'S BOARD OF TRUSTEES TO ENSURE THEY ARE MADE BASED ON NEED AND OR MERIT. SCU MAKES FINANCIAL AID GRANTS TO STUDENT ACCOUNT TO OFFSET AMOUNTS THAT STUDENTS OWE THE UNIVERSITY FOR TUITION AND FEES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JULIE SULLIVAN
PRESIDENT$951,727$0$234,000$0$3,355$0$0$0$23,097$0$1,212,179$0$0$0
JOHN KERRIGAN - ASST TREAS
CIO (OUTGOING 06/25)$575,704$0$486,723$0$8,105$0$25,008$0$34,878$0$1,130,418$0$0$0
HERBERT SENDEK
HEAD COACH, MEN'S BASKETBALL$900,706$0$0$0$70,158$0$30,500$0$75,357$0$1,076,721$0$0$0
RENEE BAUMGARTNER
EXECUTIVE DIRECTOR, ATHLETICS$280,344$0$53,000$0$392,473$0$30,500$0$30,406$0$786,723$0$0$0
JAMES LYONS
VP FOR UNIVERSITY RELATIONS$570,205$0$75,000$0$33,262$0$30,000$0$35,010$0$743,477$0$0$0
FRANK TESSIER - ASST TREAS
CIO (INCOMING 02/25)$374,260$0$241,349$0$22$0$0$0$21,128$0$636,759$0$0$0
MICHAEL KAUFMAN
DEAN, SCHOOL OF LAW$521,201$0$0$0$29,412$0$0$0$41,481$0$592,094$0$0$0
WILSON GARONE - TREASURER
(AS OF 07/24), VP FINANCE & ADMIN$425,989$0$0$0$63,261$0$0$0$55,551$0$544,801$0$0$0
LISA KLOPPENBERG - PROF OF LAW
DEAN EMER, SPEC ASST OF VP UNIV REL$429,017$0$0$0$28,140$0$27,600$0$31,154$0$515,911$0$0$0
ED GRIER
DEAN, SCHOOL OF BUSINESS$428,587$0$0$0$36,305$0$0$0$40,922$0$505,814$0$0$0
KELLY CAPEN DOUGLAS - SECRETARY
(AS OF 07/24), GENERAL COUNSEL$369,258$0$0$0$67,903$0$30,500$0$19,434$0$487,095$0$0$0
MOLLY MCDONALD
ASSISTANT SECRETARY, CHIEF OF STAFF$348,132$0$0$0$8,995$0$24,000$0$55,076$0$436,203$0$0$0
EVANGELINA BLANCO
VP FOR ENROLLMENT MANAGEMENT$309,629$0$0$0$35,321$0$22,152$0$25,036$0$392,138$0$0$0
KATE MORRIS - FORMER ACTING
PROVOST & VICE PROVOST FOR ACAD. AFF$323,410$0$0$0$103$0$27,295$0$28,734$0$379,542$0$0$0
DANIEL PRESS
DEAN, COLLEGE OF ARTS AND SCIENCES$308,614$0$0$0$28,645$0$30,500$0$5,156$0$372,915$0$0$0
JAMES GLASER
EXECUTIVE VICE PRESIDENT AND PROVOST$274,595$0$0$0$76,682$0$13,180$0$8,135$0$372,592$0$0$0
ED RYAN - ACTING PROVOST
VICE PROVOST FOR PLANNING & INST.$280,525$0$0$0$51,863$0$9,600$0$15,652$0$357,640$0$0$0
RAMONA SAUTER
ASST. TREASURER, AVP FOR FINANCE$254,843$0$0$0$103$0$22,529$0$18,723$0$296,198$0$0$0
JOHN OTTOBONI
FORMER SR. COUNSEL & SPECIAL ADVISOR$194,888$0$0$0$9,269$0$23,000$0$20,501$0$247,658$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE UNIVERSITY PROVIDED FIRST-CLASS TRAVEL TO EMPLOYEES FOR INTERNATIONAL TRAVEL IN ACCORDANCE WITH OUR POLICY. NO PORTION IS TAXABLE TO THE EMPLOYEE. THE UNIVERSITY ALSO PROVIDED GOLF MEMBERSHIPS TO INDIVIDUALS WHO HAVE RESPONSIBILITY FOR FUNDRAISING. THERE IS NO WRITTEN POLICY REGARDING GOLF MEMBERSHIPS. THE UNIVERSITY HAS PROCEDURES IN PLACE TO ENSURE THAT NO PERSONAL CHARGES ARE REIMBURSED AND NO PORTION IS TAXABLE TO THE EMPLOYEE. RENTAL/HOUSING ASSISTANCE MAY BE PROVIDED IN ACCORDANCE WITH UNIVERSITY COMPENSATION POLICIES, AND IS CONSIDERED TAXABLE INCOME. SUCH ASSISTANCE MAY BE PROVIDED IN THE FORM OF UNIVERSITY FUND PROMISSORY NOTES (SEE SCHEDULE L FOR FURTHER DETAIL), AND THESE AMOUNTS ARE CONSIDERED TAXABLE INCOME.
PART I, LINE 4ARENEE BAUMGARTNER RECEIVED SEVERANCE PAYMENTS OF $305,445 IN 2024 AND $305,445 IN 2025. THIS SEVERANCE IS SUBJECT TO AN AGREEMENT BETWEEN THE UNIVERSITY AND THE EMPLOYEE, DETAILS WILL BE PROVIDED TO THE IRS UPON REQUEST.
PART I, LINE 7VARIOUS UNIVERSITY EMPLOYEES INCLUDED ON SCHEDULE J RECEIVED BONUS PAYMENTS FOR THEIR SERVICES AND PERFORMANCE DURING THE FISCAL YEAR.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130179WE02025-01-23$85,593,682SEE PART VI000
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
B2015634662019-06-12$4,875,127SEE PART VI000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130179NF72017-08-10$63,096,951SEE PART VI000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705592130179JX32017-08-10$30,404,213SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtSubstantial CompletionSubstantialCompletionYrCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmt
A$85,593,862$610,131$84,923,158$61,573Yes (1)0Yes (1)Yes (1)
B$4,875,127$45,127$4,830,0000Yes (1)Yes (1)Yes (1)$4,000,0002019
C$64,097,826$426,308$11,13900Yes (1)Yes (1)$4,135,000$3,221,316$60,439,062
D$31,399,697$146,330$31,249,613$3,7550Yes (1)Yes (1)Yes (1)$3,740,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.000700.000000.0007000Yes (1)
B0Yes (1)000.000000.000000.0000000Yes (1)
C0Yes (1)000.000000.000000.0000000Yes (1)
D0Yes (1)000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)Yes (1)00000Yes (1)
B0Yes (1)Yes (1)00000Yes (1)
C000Yes (1)0000Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceCOLUMN A: PART I (F)FormAndLineReferenceDesc
ExplanationTHE BONDS WERE ISSUED TO REFUND, ON A CURRENT BASIS, THE AUTHORITY'S REVENUE BONDS (SANTA CLARA UNIVERSITY) SERIES 2015, WHICH WERE ORIGINALLY ISSUED ON AUGUST 28, 2015. COLUMN A: PART II, LINE 3 - THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. COLUMN A: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN B: PART I (F) - THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFINANCE THE BORROWER'S TAXABLE LOAN (ISSUED 6/25/2014). COLUMN B: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN B: PART IV, LINE 2(B) - THE CURRENT REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE. COLUMN B: PART 4, LINE 2C - NO REBATE COMPUTATION WAS PERFORMED FOR THE SERIES 2019 BECAUSE ALL FUNDS WERE SPENT ON THE ISSUE DATE. COLUMN C: PART II, LINE 3 - THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. COLUMN C: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN C: PART 4, LINE 2C - THE REBATE COMPUTATION FOR 2017C WAS COMPLETED BY BLX GROUP LLC ON MARCH 8, 2023 AND NO REBATE WAS DUE AT THAT TIME. COLUMN D: PART I(F) - THE PROCEEDS OF THE BOND ISSUE WERE USED TO REFUND A PORTION OF THE BORROWER'S SERIES 2010 (ISSUED 9/15/2010). COLUMN D: PART II, LINE 3 - THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. COLUMN D: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN D: PART 4, LINE 2C - THE REBATE COMPUTATION FOR SERIES 2017B WAS COMPLETED BY BLX GROUP LLC ON AUGUST 25, 2022 AND NO REBATE WAS DUE AT THAT TIME.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
WILSON GARONE
OFFICERNOTE RECEIVABLE FOR HOUSINGYes (X)$250,000$154,02200Yes (1)
EVANGELINA BLANCO
KEY EMPLOYEENOTE RECEIVABLE FOR HOUSINGYes (X)$250,000$161,21800Yes (1)
DANIEL PRESS
KEY EMPLOYEENOTE RECEIVABLE FOR HOUSINGYes (X)$250,000$143,60700Yes (1)
JIM LYONS
KEY EMPLOYEENOTE RECEIVABLE FOR HOUSINGYes (X)$250,000$148,18900Yes (1)
JAMES GLASER
OFFICERNOTE RECEIVABLE FOR HOUSINGYes (X)$500,000$412,78400Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$1,019,820TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MICHAEL BOWES
FAMILY MEMBER OF STEVE SCHOTT, TRUSTEE$87,678EMPLOYMENT0
RICHARD LANDOWSKI
FAMILY MEMBER OF DANIEL PRESS, KEY EMPLOYEE$57,225EMPLOYMENT0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$36,102NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution72ContributionCnt
Noncash Contributions Rpt F990$2,863,123NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE MKT VALUEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,175,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT11$343,486FMV
Yes (X)MISC SUPPLIES23$41,189FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):NUMBER OF CONTRIBUTION
PART I, LINE 32B:THE UNIVERSITY USES STOCK BROKERS TO SELL DONATED SECURITIES AND REAL ESTATE BROKERS TO SELL DONATED REAL ESTATE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1:SANTA CLARA UNIVERSITY IS A CATHOLIC AND JESUIT INSTITUTION THAT MAKES STUDENT LEARNING ITS CENTRAL FOCUS, PROMOTES FACULTY AND STAFF LEARNING IN ITS VARIOUS FORMS, AND EXHIBITS ORGANIZATIONAL LEARNING. STUDENT LEARNING TAKES PLACE AT THE UNDERGRADUATE AND GRADUATE LEVEL IN AN EDUCATIONAL ENVIRONMENT THAT INTEGRATES RIGOROUS INQUIRY AND SCHOLARSHIP, CREATIVE IMAGINATION, REFLECTIVE ENGAGEMENT WITH SOCIETY, AND A COMMITMENT TO FASHIONING A MORE HUMANE AND JUST WORLD. AS AN ACADEMIC COMMUNITY, WE EXPAND THE BOUNDARIES OF KNOWLEDGE AND INSIGHT THROUGH TEACHING, RESEARCH, ARTISTIC EXPRESSION, AND OTHER FORMS OF SCHOLARSHIP. IT IS PRIMARILY THROUGH DISCOVERING, COMMUNICATING, AND APPLYING KNOWLEDGE THAT WE EXERCISE OUR INSTITUTIONAL RESPONSIBILITY AS A VOICE OF REASON AND CONSCIENCE IN SOCIETY, WE OFFER CHALLENGING ACADEMIC PROGRAMS AND DEMONSTRATE A COMMITMENT TO THE DEVELOPMENT OF: 1) UNDERGRADUATE STUDENTS WHO SEEK AN EDUCATION WITH A STRONG HUMANISTIC ORIENTATION IN A PRIMARILY RESIDENTIAL SETTING. 2) GRADUATE STUDENTS, MANY OF THEM WORKING PROFESSIONALS IN SILICON VALLEY, WHO SEEK ADVANCED DEGREE PROGRAMS THAT PREPARE THEM TO MAKE SIGNIFICANT CONTRIBUTIONS TO THEIR FIELDS. IN ADDITION TO THESE CORE PROGRAMS, WE ALSO PROVIDE A VARIETY OF CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR NON-MATRICULATED STUDENTS.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CONTROLLER'S OFFICE WORKED CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGED TO PREPARE THE RETURN. INFORMATION FOR THE RETURN WAS ALSO OBTAINED THROUGH DISCUSSIONS WITH SENIOR ADMINISTRATION AND THE GENERAL COUNSEL. THE AUDIT AND RISK OVERSIGHT COMMITTEE ALSO MET WITH THE CONTROLLER'S OFFICE AND THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 AND THE RETURN WAS ACCEPTED. THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY AS PART OF THE BYLAWS. THE ASSISTANT TREASURER IS RESPONSIBLE FOR MONITORING POTENTIAL CONFLICT OF INTEREST. ANNUALLY, A QUESTIONNAIRE IS SENT TO THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ASKING FOR ANY POSSIBLE BUSINESS OR PERSONAL CONNECTION TO THE ORGANIZATION THAT MAY CAUSE A POTENTIAL CONFLICT. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE PRESIDENT AND BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE AUTHORITY TO REVIEW AND DETERMINE THE PRESIDENT'S COMPENSATION. DISCUSSIONS OF THE PRESIDENT'S COMPENSATION WERE DOCUMENTED IN THE MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE. THE COMPENSATION OF THE PROVOST AND VICE PRESIDENTS ARE DETERMINED BY THE PRESIDENT. OTHER KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE RESPECTIVE VICE PRESIDENT OR PROVOST. IN ALL CASES, COMPARABLE DATA FROM SIMILAR ORGANIZATIONS AND POSITIONS WERE USED TO DETERMINE COMPENSATION LEVELS. THIS INFORMATION COMES FROM INDEPENDENT SURVEY DATA. EACH EMPLOYEE'S COMPENSATION IS DOCUMENTED IN THEIR RESPECTIVE PERSONNEL FILES AND THEY ARE PERSONALLY NOTIFIED OF ANY CHANGES IN COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:ACTUARIAL CHANGES TO SPLIT INTEREST AGREEMENTS 2,364,006. LOSS ON UNCOLLECTIBLE PLEDGES -153,500.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ADOBE MANAGEMENT A LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EL CAMINO REALAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95053ZIPCd
FieldValueIRS element (for citing)
EIN811570359EIN
Primary ActivitiesINVESTING PURPOSESPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$3,803,318EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SANTA CLARA UNIVERSITYBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BRONCO BENCH FOUNDATION
SANTA CLARA UNIVERSITYSANTA CLARACA95053946121957FUNDRAISINGCA501(C)(3)LINE 12B, IIPRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGEYes (1)
JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA
1735 LE ROY AVEBERKELEYCA94709941156462EDUCATIONCA501(C)(3)LINE 1PRESIDENT-BOARD OF TRUSTEE SANTA CLARA COLLEGEYes (1)
WEST COAST CONFERENCE
1111 BAYHILL DRIVE STE 405SAN BRUNOCA94066237286818COLLEGIATE ATHLETICSCA501(C)(3)LINE 12A, I0N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
MAKENA STRATEGIC OPPORTUNITIES FUND - KH LP
2755 SAND HILL ROAD SUITE 200MENLO PARKCA94025812032432INVESTING PURPOSESDESANTA CLARA UNIVERSITYREVENUE EXCLUDED$13,948,325$24,290,0800$296,13600.73170
CONVERSANT MK HOLDINGS FUND TE LP
25 DEFOREST AVENUE 3RD FLOORSUMMITNJ07901993513022INVESTING PURPOSESDESANTA CLARA UNIVERSITYREVENUE EXCLUDED-$30,212$289,695000.58980

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (25)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesHOLDINGSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRONCO BENCH FOUNDATION
C$2,435,575FMV
JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA
D$26,733,208FMV
JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA
R$1,277,333FMV

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