PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE (EIN 94-1156617)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349320669
Schema version
2021v4.2
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)
Return2023-05-15T22:23:51-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRAMONAPersonFirstNm
Person LastSAUTERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$966,732,234GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SCU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1851FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSANTA 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.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee4492TotalEmployeeCnt
Total Volunteers2277TotalVolunteersCnt
Total Gross UBI$7,678,647TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$84,406,379PYContributionsGrantsAmt
CY Contributions Grants$108,556,279CYContributionsGrantsAmt
PY Program Service Revenue$410,662,863PYProgramServiceRevenueAmt
CY Program Service Revenue$497,684,403CYProgramServiceRevenueAmt
PY Investment Income$48,597,759PYInvestmentIncomeAmt
CY Investment Income$132,476,995CYInvestmentIncomeAmt
PY Other Revenue$1,029PYOtherRevenueAmt
CY Other Revenue-$1,314,261CYOtherRevenueAmt
PY Total Revenue$543,668,030PYTotalRevenueAmt
CY Total Revenue$737,403,416CYTotalRevenueAmt
PY Grants And Similar Paid$120,621,224PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$125,506,680CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$235,720,274PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$264,649,414CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,867,470CYTotalFundraisingExpenseAmt
PY Other Expenses$136,627,050PYOtherExpensesAmt
CY Other Expenses$174,335,340CYOtherExpensesAmt
PY Total Expenses$492,968,548PYTotalExpensesAmt
CY Total Expenses$564,491,434CYTotalExpensesAmt
PY Revenues Less Expenses$50,699,482PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$172,911,982CYRevenuesLessExpensesAmt
Total Assets BOY$2,958,910,318TotalAssetsBOYAmt
Total Assets EOY$2,905,592,698TotalAssetsEOYAmt
Total Liabilities BOY$649,347,298TotalLiabilitiesBOYAmt
Total Liabilities EOY$625,735,658TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,309,563,020NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,279,857,040NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$486,460,577ExpenseAmt
Grant$125,506,679GrantAmt
Revenue$497,684,403RevenueAmt
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 8,918 STUDENTS CONSISTING OF 5,895 UNDERGRADUATE, 2,306 GRADUATE AND 717 LAW STUDENTS. IN 2022, THE UNIVERSITY AWARDED 2,546 DEGREES AT ALL ACADEMIC LEVELS.Desc
Total Program Service Expenses$486,460,577TotalProgramServiceExpensesAmt
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 MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
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 Document10232IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4492EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryESForeignCountryCd
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 Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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
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 (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
HERBERT SENDEK
HEAD COACH, MEN'S BASKETBALL40.000.00Yes (X)$823,439$0$91,932
JOHN KERRIGAN
CHIEF INVESTMENT OFFICER40.000.00$707,485$0$44,346Yes (X)
LISA KLOPPENBERG
ACTING PRESIDENT50.000.00$599,936$0$57,483Yes (X)Yes (X)
JIM LYONS
VICE PRESIDENT, UNIVERSITY RELATIONS40.000.00$482,949$0$47,213Yes (X)
RENEE BAUMGARTNER
EXECUTIVE DIRECTOR, ATHLETICS40.000.00Yes (X)$447,546$0$69,758
MICHAEL CROWLEY
ASST. TREASURER, VP FINANCE & ADMIN40.003.00$422,512$0$55,695Yes (X)
JOHN OTTOBONI
ASST. SECRETARY, SR. LEGAL COUNSEL40.000.00$418,566$0$38,282Yes (X)
DONALD HEIDER
EXECUTIVE DIRECTOR, MARKKULA CENTER FOR APPLIED ET40.000.00Yes (X)$418,621$0$24,471
JERRY SMITH
HEAD COACH, WOMEN'S SOCCER40.000.00Yes (X)$365,660$0$75,882
SANJIV DAS
PROFESSOR40.000.00Yes (X)$370,078$0$45,428
MOLLY MCDONALD
ASSISTANT SECRETARY, CHIEF OF STAFF40.000.00$324,608$0$73,202Yes (X)
DANIEL PRESS
DEAN, COLLEGE OF ARTS AND SCIENCES40.000.00$297,614$0$61,492Yes (X)
GODFREY MUNGAL
FORMER DEAN OF THE SCHOOL OF ENGINEERING40.000.00$202,098$0$47,669Yes (X)
RAMONA SAUTER
ASSOCIATE VICE PRESIDENT FOR FINANCE40.000.00$212,275$0$32,021Yes (X)
JESSICA MATSUMORI THRU 0721
ASSOCIATE VICE PRESIDENT FOR FINANCE40.000.00$116,591$0$29,898Yes (X)
LARRY W SONSINI
CHAIR2.000.00$0$0$0Yes (X)Yes (X)
MATTHEW MATT E CARNES SJ
VICE CHAIR2.000.00$0$0$0Yes (X)Yes (X)
STEVEN STEVE J SORDELLO
TREASURER5.000.00$0$0$0Yes (X)Yes (X)
JOHN JACK C LEWIS
TREASURER (THRU 03/22)2.000.00$0$0$0Yes (X)Yes (X)
KRISTI M BOWERS
SECRETARY2.000.00$0$0$0Yes (X)Yes (X)
MARGARET PEGGY M BRADSHAW
TRUSTEE8.000.00$0$0$0Yes (X)
LUIS CALERO SJ
TRUSTEE2.003.00$0$0$0Yes (X)
WILLIAM BILL S CARTER
TRUSTEE2.000.00$0$0$0Yes (X)
LOUIS LOU M CASTRUCCIO
TRUSTEE2.000.00$0$0$0Yes (X)
HOWARD S CHARNEY
TRUSTEE2.000.00$0$0$0Yes (X)
GERALD JERRY T COBB SJ
TRUSTEE1.000.00$0$0$0Yes (X)
ELIZABETH CONNELLY
TRUSTEE2.000.00$0$0$0Yes (X)
WILLIAM DUFFY
TRUSTEE2.000.00$0$0$0Yes (X)
KATHLEEN DUNCAN
TRUSTEE2.000.00$0$0$0Yes (X)
STEPHEN A FINN
TRUSTEE2.000.00$0$0$0Yes (X)
TIMOTHY TIM HALEY
TRUSTEE2.000.00$0$0$0Yes (X)
RICHARD RICH D HAUGHEY
TRUSTEE2.000.00$0$0$0Yes (X)
MOLLY JOSEPH
TRUSTEE2.000.00$0$0$0Yes (X)
WILLIAM BILL P LEAHY SJ
TRUSTEE0.500.00$0$0$0Yes (X)
HEIDI LE BARON LEUPP
TRUSTEE2.000.00$0$0$0Yes (X)
ARTHUR F LIEBSCHER SJ
TRUSTEE (THRU 07/21)2.000.00$0$0$0Yes (X)
ROBERT LLOYD
TRUSTEE2.000.00$0$0$0Yes (X)
RONNIE LOTT
TRUSTEE2.000.00$0$0$0Yes (X)
JOSEPH M MCSHANE SJ
TRUSTEE2.000.00$0$0$0Yes (X)
JEFFREY JEFF A MILLER
TRUSTEE2.000.00$0$0$0Yes (X)
KAPIL K NANDA
TRUSTEE2.000.00$0$0$0Yes (X)
EDWARD ED A PANELLI
TRUSTEE4.000.00$0$0$0Yes (X)
RISE PICHON
TRUSTEE5.000.00$0$0$0Yes (X)
REBECCA M GUERRA
TRUSTEE2.000.00$0$0$0Yes (X)
WILLEM WIM P ROELANDTS
TRUSTEE2.000.00$0$0$0Yes (X)
GISEL RUIZ
TRUSTEE1.000.00$0$0$0Yes (X)
STEPHEN C SCHOTT
TRUSTEE2.000.00$0$0$0Yes (X)
ROBERT H SMITH
TRUSTEE2.000.00$0$0$0Yes (X)
TIMOTHY TIM SMITH
TRUSTEE2.000.00$0$0$0Yes (X)
JOHN A SOBRATO
TRUSTEE2.000.00$0$0$0Yes (X)
JOHN M SOBRATO
TRUSTEE (THRU 06/22)2.000.00$0$0$0Yes (X)
MARY STEVENS
TRUSTEE2.000.00$0$0$0Yes (X)
LUIS ARRIAGA SJ
TRUSTEE2.000.00$0$0$0Yes (X)
SUSAN VALERIOTE
TRUSTEE2.000.00$0$0$0Yes (X)
GREGORY GREG VAUGHAN
TRUSTEE2.000.00$0$0$0Yes (X)
PAUL VU SJ
TRUSTEE1.000.00$0$0$0Yes (X)
AGNIESZKA WINKLER
TRUSTEE4.008.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,209,978TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$794,772TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K630IndivRcvdGreaterThan100KCnt
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
DEVCON CONSTRUCTION INC
690 GIBRALTAR DRIVEMILPITASCA95035CONSTRUCTION$66,050,090
BON APPETIT - SANTA CLARA
301 MARKET STREETSANTA CLARACA95053FOOD SERVICES$8,803,753
EVERSPRING INC
123 N WACKER DRIVECHICAGOIL60606DIGITAL EDUCATIONAL SERVICES$6,863,528
COLOR HEALTH INC
831 MITTEN ROAD SUITE 100BURLINGAMECA94010HEALTH TESTING$3,034,000
SCELC
PO BOX 29007GLENDALECA91209LIBRARY SUBSCRIPTION SERVICES$2,358,847
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K109CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,513FederatedCampaignsAmt
Fundraising$1,311,165FundraisingAmt
Related Organizations$1,715,195RelatedOrganizationsAmt
Government Grants$2,111,174GovernmentGrantsAmt
All Other Contributions$103,415,232AllOtherContributionsAmt
Noncash Contributions$6,727,066NoncashContributionsAmt
Total Contributions$108,556,279TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION FEES525990$429,462,820$429,462,820
AUXILIARY ACTIVITIES611710$46,030,248$46,030,248
FED GRANTS & CONTRACTS900099$9,827,909$9,827,909
PROGRAM FEES611710$9,018,163$9,018,163
PROGRAM SALES INCOME453000$3,067,903$3,067,903

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,360TotalRevenueColumnAmt
Unrelated Business Revenue$277,360UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$497,684,403TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,464,569TotalRevenueColumnAmt
Unrelated Business Revenue$2,424,319UnrelatedBusinessRevenueAmt
Exclusion$14,040,250ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$343,087,550SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$226,736,605SecuritiesAmt
Other$338,519OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$116,350,945SecuritiesAmt
Other-$338,519OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,012,426TotalRevenueColumnAmt
Unrelated Business Revenue$4,976,968UnrelatedBusinessRevenueAmt
Exclusion$111,035,458ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$939,433FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,311,165ContriRptFundraisingEventAmt
Fundraising Direct Expenses$2,253,694FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,314,261TotalRevenueColumnAmt
Exclusion-$1,314,261ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$737,403,416TotalRevenueColumnAmt
Related Or Exempt Func Income$497,407,043RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,678,647UnrelatedBusinessRevenueAmt
Exclusion$123,761,447ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$372,725TotalAmt
Program Services$372,725ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$125,133,955TotalAmt
Program Services$125,133,955ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,339,692TotalAmt
Program Services$384,883ProgramServicesAmt
Management And General$3,373,782ManagementAndGeneralAmt
Fundraising$581,027FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$17,279TotalAmt
Program Services$17,279ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$194,162,041TotalAmt
Program Services$165,730,303ProgramServicesAmt
Management And General$22,434,258ManagementAndGeneralAmt
Fundraising$5,997,480FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$19,512,503TotalAmt
Program Services$16,901,318ProgramServicesAmt
Management And General$2,047,535ManagementAndGeneralAmt
Fundraising$563,650FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$33,336,579TotalAmt
Program Services$27,242,442ProgramServicesAmt
Management And General$4,833,742ManagementAndGeneralAmt
Fundraising$1,260,395FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,281,320TotalAmt
Program Services$11,213,007ProgramServicesAmt
Management And General$1,605,921ManagementAndGeneralAmt
Fundraising$462,392FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,285,512TotalAmt
Program Services$186,247ProgramServicesAmt
Management And General$2,099,265ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$446,188TotalAmt
Management And General$446,188ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,703TotalAmt
Management And General$1,703ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,146,839TotalAmt
Program Services$214,378ProgramServicesAmt
Management And General$5,932,461ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,658,279TotalAmt
Program Services$33,047,276ProgramServicesAmt
Management And General$4,460,191ManagementAndGeneralAmt
Fundraising$150,812FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,417,205TotalAmt
Program Services$1,116,671ProgramServicesAmt
Management And General$248,278ManagementAndGeneralAmt
Fundraising$52,256FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,426,941TotalAmt
Program Services$13,611,502ProgramServicesAmt
Management And General$2,576,961ManagementAndGeneralAmt
Fundraising$238,478FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,866,345TotalAmt
Program Services$6,293,755ProgramServicesAmt
Management And General$1,569,501ManagementAndGeneralAmt
Fundraising$3,089FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,481,552TotalAmt
Program Services$4,320,281ProgramServicesAmt
Management And General$109,222ManagementAndGeneralAmt
Fundraising$52,049FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,773,081TotalAmt
Program Services$4,662,344ProgramServicesAmt
Management And General$3,871,963ManagementAndGeneralAmt
Fundraising$238,774FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,892,107TotalAmt
Program Services$14,365,798ProgramServicesAmt
Management And General$526,309ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,675,627TotalAmt
Program Services$49,728,773ProgramServicesAmt
Management And General$2,943,203ManagementAndGeneralAmt
Fundraising$3,651FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,082,355TotalAmt
Program Services$2,624,989ProgramServicesAmt
Management And General$5,437,676ManagementAndGeneralAmt
Fundraising$19,690FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIR & MAINTENANCE$4,844,152$2,967,688$1,856,918$19,546
LIBRARY ACQUISITIONS$4,314,687$4,314,687
DUES AND MEMBERSHIPS$1,207,015$869,002$336,886$1,127
INDIRECT COSTS SPONSORE$923,276$923,276

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,892,476TotalAmt
Program Services$217,998ProgramServicesAmt
Management And General$451,424ManagementAndGeneralAmt
Fundraising$1,223,054FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$564,491,434TotalAmt
Program Services$486,460,577ProgramServicesAmt
Management And General$67,163,387ManagementAndGeneralAmt
Fundraising$10,867,470FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$54,503,431BOYAmt
EOY$66,915,432EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$47,357,511BOYAmt
EOY$37,769,281EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,693,230BOYAmt
EOY$59,313,487EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,483,909BOYAmt
EOY$7,561,190EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$354,337BOYAmt
EOY$520,678EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$741,321BOYAmt
EOY$865,350EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,652,778,084LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$537,597,978LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,117,229,293BOYAmt
EOY$1,115,180,106EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$502,178,729BOYAmt
EOY$546,103,444EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,135,683,367BOYAmt
EOY$1,034,372,426EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,829,699BOYAmt
EOY$2,170,585EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,855,491BOYAmt
EOY$34,820,719EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,958,910,318BOYAmt
EOY$2,905,592,698EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,095,819BOYAmt
EOY$65,718,796EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$31,686,460BOYAmt
EOY$30,112,422EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$335,006,601BOYAmt
EOY$325,456,956EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$216,558,418BOYAmt
EOY$204,447,484EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$649,347,298BOYAmt
EOY$625,735,658EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$856,401,825BOYAmt
EOY$1,015,865,034EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,453,161,195BOYAmt
EOY$1,263,992,006EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,309,563,020BOYAmt
EOY$2,279,857,040EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,958,910,318BOYAmt
EOY$2,905,592,698EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$172,911,982ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$204,113,745NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,495,783OtherChangesInNetAssetsAmt
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$49,591,178CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,983,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,186,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,091,764CurrentTaxYearMinus1YearAmt
Current Tax Year$108,556,279CurrentTaxYearAmt
Total$412,409,058TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,591,178CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,983,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,186,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,091,764CurrentTaxYearMinus1YearAmt
Current Tax Year$108,556,279CurrentTaxYearAmt
Total$412,409,058TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$40,192,284SubstantialContributorsTotAmt
Public Support Total170$372,216,774PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,824,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,660,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,207,988CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,618,209CurrentTaxYearMinus1YearAmt
Current Tax Year$14,040,250CurrentTaxYearAmt
Total$86,351,238TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$5,566,205CurrentTaxYearAmt
Total$5,566,205TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,280CurrentTaxYearMinus3YearsAmt
Total$7,280TotalAmt
FieldValueIRS element (for citing)
Total Support$504,333,781TotalSupportAmt
Gross Receipts Rltd Activities$2,209,872,813GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73800PublicSupportCY170Pct
Public Support PY1700.73100PublicSupportPY170Pct
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 - 2018 AMOUNT: $ 7,280.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$1,702OtherActivitiesAmt
Total Lobbying Expenditures$1,702TotalLobbyingExpendituresAmt
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$1,480,709,489BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$982,121,122BeginningYearBalanceAmt
Contributions$12,515,306ContributionsAmt
Investment Earnings Or Losses$44,830,126InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,172,070GrantsOrScholarshipsAmt
Other Expenditures$23,063,081OtherExpendituresAmt
Administrative Expenses$6,344,000AdministrativeExpensesAmt
End Year Balance$995,887,403EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$943,597,741BeginningYearBalanceAmt
Contributions$17,973,970ContributionsAmt
Investment Earnings Or Losses$64,253,445InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,416,940GrantsOrScholarshipsAmt
Other Expenditures$22,715,094OtherExpendituresAmt
Administrative Expenses$5,572,000AdministrativeExpensesAmt
End Year Balance$982,121,122EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$873,039,598BeginningYearBalanceAmt
Contributions$10,246,005ContributionsAmt
Investment Earnings Or Losses$102,911,647InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,253,518GrantsOrScholarshipsAmt
Other Expenditures$22,211,991OtherExpendituresAmt
Administrative Expenses$6,134,000AdministrativeExpensesAmt
End Year Balance$943,597,741EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17050BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.26380PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.56570TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$29,265,006InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$83,603,389OtherCostOrOtherBasisAmt
Book Value$112,868,395BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$10,891,003InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,188,925,304OtherCostOrOtherBasisAmt
Depreciation$355,529,541DepreciationAmt
Book Value$844,286,766BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$113,007,491OtherCostOrOtherBasisAmt
Depreciation$69,223,830DepreciationAmt
Book Value$43,783,661BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,589,341OtherCostOrOtherBasisAmt
Depreciation$109,981,377DepreciationAmt
Book Value$54,607,964BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,496,550OtherCostOrOtherBasisAmt
Depreciation$2,863,230DepreciationAmt
Book Value$59,633,320BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,115,180,106TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
VENTURE CAPITAL & PRIVATE EQUITY$480,820,314F
OTHER ALTERNATIVE INVESTMENTS$81,263,273F
HEDGE FUNDS$463,893,724F
NOTES RECEIVABLE$3,056,828F
PENDING TRADES$5,338,287F
FieldValueIRS element (for citing)
Total Book Value Securities$1,034,372,426TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AMOUNTS HELD ON BEHALF OF OTHERS$144,359,401
ANNUITY OBLIGATIONS$6,700,462
REFUNDABLE ADVANCES - US GOVERNMENT$2,472,253
ASSET RETIREMENT OBLIGATION$3,209,133
OBLIGATIONS UNDER CAPITALIZED LEASE$47,706,235
FieldValueIRS element (for citing)
Total Liability$204,447,484TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$412,143,604TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$204,113,745NetUnrealizedGainsInvstAmt
Other Revenue$4,564,738OtherRevenueAmt
Revenue Not Reported-$199,549,007RevenueNotReportedAmt
Revenue Subtotal$611,692,611RevenueSubtotalAmt
Other Revenues Not Included$125,710,805OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$125,710,805RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$737,403,416TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$445,596,652TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,389,877OtherExpensesIncludedAmt
Expenses Not Reported$6,389,877ExpensesNotReportedAmt
Expenses Subtotal$439,206,775ExpensesSubtotalAmt
Other Expenses Not Included$125,284,660OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$125,284,660ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$564,491,435TotalExpensesPerForm990Amt

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 80,620. BRONCO BENCH FUND REVENUE 308,495. SPECIAL EVENT EXPENSE 2,253,695. ACTUARIAL CHANGES TO SPLIT INTEREST AGREEMENTS 1,921,928.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES 5,515,983. STUDENT FINANCIAL AID 118,263,073. LOSS ON UNCOLLECTIBLE PLEDGES 426,145. ALLOWANCE FOR DOUBTFUL ACCOUNTS (PLEDGES)/OTHER ADJUSTMENTS 1,505,604.
PART XII, LINE 2D - OTHER ADJUSTMENTS:JESUIT SCHOOL OF THEOLOGY EXPENSES 4,012,166. BRONCO BENCH FUND STUDENT SERVICES EXPENSES 124,016. SPECIAL EVENT EXPENSE 2,253,695.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES 5,515,983. STUDENT FINANCIAL AID 118,263,073. ALLOWANCE FOR DOUBTFUL ACCOUNTS (PLEDGES) 1,505,604.

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 (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD$179,927
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSTUDY ABROAD$3,360,553
NORTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$24,308
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD$65,288
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD$18,141
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$322,663,758
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$33,277,350
SUB-SAHARAN AFRICA00INVESTMENTS$17,799,589
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$377,388,914SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$377,388,914TotalSpentAmt
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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLDEN CIRCLEEvent1Nm
Gross Receipts Event1$1,368,600GrossReceiptsEvent1Amt
Charitable Contri Event1$1,173,750CharitableContriEvent1Amt
Gross Revenue Event1$194,850GrossRevenueEvent1Amt
Rent Facility Costs Event1$108,795RentFacilityCostsEvent1Amt
Food And Beverage Event1$243,851FoodAndBeverageEvent1Amt
Entertainment Event1$1,321,200EntertainmentEvent1Amt
Other Direct Expenses Event1$44,951OtherDirectExpensesEvent1Amt
Event2KASNER SYMPOSIUMEvent2Nm
Gross Receipts Event2$349,799GrossReceiptsEvent2Amt
Gross Revenue Event2$349,799GrossRevenueEvent2Amt
Food And Beverage Event2$172,559FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$160,516OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$532,199GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$137,415CharitableContriOtherEventsAmt
Gross Revenue Other Events$394,784GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,781NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$77,462RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$73,581FoodAndBeverageOtherEventsAmt
Entertainment Other Events$13,348EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$35,650OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,250,598GrossReceiptsTotalAmt
Charitable Contributions Tot$1,311,165CharitableContributionsTotAmt
Gross Revenue Total Events$939,433GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,781NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$186,257RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$489,991FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,334,548EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$241,117OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,253,694DirectExpenseSummaryEventsAmt
Net Income Summary-$1,314,261NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CITY OF SANTA CLARA
1500 WARBURTON AVENUESANTA CLARACA95050946000426GOVERNMENT$75,000$0BOOKDONATION FOR COMMUNITY SUPPORT
INTERNATIONAL FOOD & AGRIBUSINESS MANAGEMENT ASSOCIATION (IFAMA)
922 NW CIRCLE BLVD SUITE 160 234CORVALLISOR97330742585021501(C)(3)$10,000$0BOOKSPONSORSHIP FOR IFAMA 2022 WORLD CONFERENCE
THE PANETTA INSTITUTE FOR PUBLIC POLICY
100 CAMPUS CENTER BUILDING 86E CSUSEASIDECA93955770495799501(C)(3)$20,000$0BOOKSUPPORT FOR PANETTA INSTITUTEMONTEREY BAY
ST PATRICK SCHOOL
51 NORTH 9TH STREETSAN JOSECA95112942734503501(C)(3)$21,577$0BOOKDONATION FOR IPAD PURCHASES FOR ST PATRICK SCHOOL
THE STEPHEN C & PATRICIA A SCHOTT FOUNDATION
404 SARATOGA AVENUE SUITE 100SANTA CLARACA95050943192795501(C)(3)$12,600$0BOOKSUPPORT FOR SCHOTT FOUNDATION
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD SUITE 201SAN JOSECA95134942762269501(C)(3)$75,000$0BOOKSUPPORT SERVICES PROVIDED BY THE CATHOLIC CHARITIES
CRISTO REY SAN JOSE JESUIT HIGH SCHOOL
1390 FIVE WOUNDS LANESAN JOSECA95116043832927501(C)(3)$72,000$0BOOKSUPPORT WORK STUDY PROGRAM OF CRISTO REY SAN JOSE JESUIT HIGH SCHOOL
ELEVATE TUTORING
2641 THRASHER LANESAN JOSECA95125451058760501(C)(3)$54,948$0BOOKSUPPORT FELLOWSHIP FUNDS, TRAINING TUTORS, FIGHT INEQUITY IN STEM EDUCATION
LUMEN CHRISTI INSTITUTE
1220 EAST 58TH STREETCHICAGOIL60637344191992501(C)(3)$31,600$0BOOKSUPPORT CATHOLIC CRIMINAL JUSTICE REFORM NETWORK'S INAUGURAL INVITATIONAL CONFERENCE AT GEORGETOWN UNIVERSITY
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID AND SCHOLARSHIPS5799$117,997,148BOOKNA
SCHOLARSHIPS & FELLOWSHIPS (FEDERAL WORK STUDY)925$1,710,517BOOKNA
CARES ACT (HIGHER EDUCATION EMERGENCY RELIEF FUND) AWARDS TO STUDENTS2113$4,603,451BOOKNA
OTHER GRANTS TO STUDENTS183$822,839BOOKNA

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE 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.
SCHEDULE I, PART III COLUMN (B):THE NUMBERS OF RECIPIENTS ARE OBTAINED FROM OUR STUDENT FINANCIAL ACCOUNTING RECORDS.

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 Payment0SeverancePaymentInd
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 (14 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
HERBERT SENDEK
HEAD COACH, MEN'S BASKETBALL$781,336$0$0$0$42,103$0$14,500$0$77,432$0$915,371$0$0$0
JOHN KERRIGAN
CHIEF INVESTMENT OFFICER$518,217$0$181,163$0$8,105$0$14,941$0$29,405$0$751,831$0$0$0
LISA KLOPPENBERG
ACTING PRESIDENT$566,001$0$0$0$33,935$0$14,549$0$42,934$0$657,419$0$0$0
JIM LYONS
VICE PRESIDENT, UNIVERSITY RELATIONS$404,292$0$15,000$0$63,657$0$18,109$0$29,104$0$530,162$0$0$0
RENEE BAUMGARTNER
EXECUTIVE DIRECTOR, ATHLETICS$382,443$0$65,000$0$103$0$18,519$0$51,239$0$517,304$0$0$0
MICHAEL CROWLEY
ASST. TREASURER, VP FINANCE & ADMIN$414,609$0$0$0$7,903$0$17,584$0$38,111$0$478,207$0$0$0
JOHN OTTOBONI
ASST. SECRETARY, SR. LEGAL COUNSEL$394,653$0$0$0$23,913$0$17,006$0$21,276$0$456,848$0$0$0
DONALD HEIDER
EXECUTIVE DIRECTOR, MARKKULA CENTER$361,878$0$0$0$56,743$0$19,237$0$5,234$0$443,092$0$0$0
JERRY SMITH
HEAD COACH, WOMEN'S SOCCER$225,502$0$134,000$0$6,158$0$18,354$0$57,528$0$441,542$0$0$0
SANJIV DAS
PROFESSOR$294,835$0$0$0$75,243$0$20,374$0$25,054$0$415,506$0$0$0
MOLLY MCDONALD
ASSISTANT SECRETARY, CHIEF OF STAFF$302,052$0$0$0$22,556$0$22,465$0$50,737$0$397,810$0$0$0
DANIEL PRESS
DEAN, COLLEGE OF ARTS AND SCIENCES$264,798$0$0$0$32,816$0$20,711$0$40,781$0$359,106$0$0$0
GODFREY MUNGAL
FORMER DEAN OF THE SCHOOL OF ENGINEE$201,793$0$0$0$305$0$15,786$0$31,883$0$249,767$0$0$0
RAMONA SAUTER
ASSOCIATE VICE PRESIDENT FOR FINANCE$198,695$0$0$0$13,580$0$15,110$0$16,911$0$244,296$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AWE PROVIDED FIRST CLASS TRAVEL TO EMPLOYEES FOR INTERNATIONAL TRAVEL IN ACCORDANCE WITH OUR POLICY. NO PORTION IS TAXABLE TO THE EMPLOYEE. WE PROVIDED GOLF CLUB MEMBERSHIPS TO INDIVDIDUALS WHO HAVE RESOPONSIBILITIES FOR FUNDRAISING. THERE IS NO WRITTEN POLICY REGARDING GOLF MEMBERSHIPS. THE UNIVERSITY HAS PROCEDUCRES 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 COMPESNATION POLICIES, AND IS CONSIDERED TAXABLE INCOME. SUCH ASSISTANCE MAY BE PROVIDED IN THE FORM OF UNIVERSITY FUNDED PROMISSORY NOTES (SEE SCHEDULE L FOR FURTHER DETAIL), AND THESE AMOUNTS ARE CONSIDERED TAXABLE INCOME. FOR ONE DISCLOSED EMPLOYEE, THE UNIVERSITY MADE A TAX GROSS UP PAYMENT RELATED TO DEPENDENT TUITION REIMBURSEMENT.
PART I, LINE 7JOHN KERRIGAN, JIM LYONS, RENEE BAUMGARTNER, AND JERRY SMITH 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
A521705592130179BS22015-08-28$117,173,098SEE PART VI000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705592130179JX32017-08-10$30,404,213SEE PART VI000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130179NF72017-12-28$63,096,951SEE PART VI000
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
D2015634662019-06-12$4,875,127SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmtCapitalized InterestCapitalizedInterestAmt
A$9,160,000$118,724,575$681,874$59,744,970$58,297,73020180Yes (1)Yes (1)Yes (1)
B$31,399,280$146,330$31,249,6130Yes (1)0Yes (1)$3,337
C$955,000$64,096,588$426,308$60,439,062000Yes (1)$9,902$3,221,316
D$1,600,000$4,875,127$45,127$4,830,00020190Yes (1)0Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.001000.000000.0010000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)
D00000.000000.000000.0000000Yes (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
A000Yes (1)0000Yes (1)
B0Yes (1)000000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COLUMN A: PART I(F)THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFUND A PORTION OF THE BORROWER SERIES 2008 (ISSUED 12/11/2008) AND TO FINANCE CONSTRUCTION AND IMPROVEMENTS OF CERTAIN FACILITIES AND PAY COSTS OF ISSUANCE.
COLUMN A: PART II, LINE 3THE 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 7AS 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 A: PART 4, LINE 2CTHE REBATE COMPUTATION FOR SERIES 2015 WAS COMPLETED BY BLX GROUP LLC ON SEPTEMBER 16, 2020.
COLUMN B: 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 B: PART II, LINE 3THE 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 B: PART III, LINE 7AS 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 II, LINE 3THE 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 7AS 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 I (F) -THE PROCEEDS OF THIS BOND ISSUE WERE USED TO REFINANCE THE BORROWER'S TAXABLE LOAN (ISSUED 6/25/2014).
COLUMN D: PART III, LINE 7AS 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 IV, LINE 2(B)THE CURRENT REFUNDING PORTION OF BONDS HAS MET THE 6-MONTH EXCEPTION TO REBATE.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
LISA KLOPPENBERG
TRUSTEENOTE RECEIVABLEYes (X)$250,000$85,40800Yes (1)
JIM LYONS
KEY EMPLOYEENOTE RECEIVABLEYes (X)$250,000$219,72200Yes (1)
DANIEL PRESS
KEY EMPLOYEENOTE RECEIVABLEYes (X)$250,000$215,54800Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$520,678TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
KELLEN ZUNICH
FAMILY MEMBER OF LISA KLOPPENBERG$17,279EMPLOYMENT0
SI 53 LLC
ENTITY MORE THAN 35% OWNED BY JOHN A AND JOHN M SOBRATO, TRUSTEES$2,323,297LONG-TERM LEASE0
SI 23 LLC
ENTITY MORE THAN 35% OWNED BY JOHN A AND JOHN M SOBRATO, TRUSTEES$656,512LONG-TERM LEASE0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution140ContributionCnt
Noncash Contributions Rpt F990$6,421,835NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE MKT VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT4$277,339SELLING PRICE
Yes (X)MISC SUPPLIES8$27,892SELLING PRICE
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
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 (7 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 A, LINE 2- JOHN A. SOBRATO AND JOHN M. SOBRATO HAVE A FAMILY AND BUSINESS RELATIONSHIP.
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 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.
FORM 990, PART XI, LINE 9:LOSS ON UNCOLLECTIBLE PLEDGES -426,145. ACTUARIAL CHANGES TO SPLIT INTEREST AGREEMENTS 1,921,928.

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$476,837TotalIncomeAmt
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

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MAKENA STRATEGIC OPPORTUNITIES FUND - KH LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12755 SAND HILL ROAD SUITE 200AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
EIN812032432EIN
Primary ActivitiesINVESTING PURPOSESPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SANTA CLARA UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeREVENUE EXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$729,936ShareOfTotalIncomeAmt
Share Of EOY Assets$15,659,258ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.73630OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (21)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$1,715,195FMV
JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA
D$21,370,721FMV
JESUIT SCHOOL OF THEOLOGY OF SANTA CLARA
R$1,502,632FMV

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