-
TIN:
Form
990-T
Department of the Treasury
Internal Revenue Service
Exempt Organization Business Income Tax Return
(and proxy tax under section 6033(e))
For calendar year 2023 or other tax year beginning
09-01-2023
and ending
08-31-2024
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
23
Open to Public Inspection for 501(c)(3) Organizations Only
A
Check box if address changed.
B
Exempt under section
501(
c3
)
408(e)
220(e)
408A
530(a)
529(a)
529A
Print or Type
Name of organization (
Check box if name changed and see instructions.)
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
Number, street, and room or suite no. If a P.O. box, see instructions.
485 BROADWAY MAIL CODE 8838
City or town, state or province, and ZIP or foreign postal code
REDWOOD CITY
,
CA
94063
C
Book value of all assets at end of year
.....
63,332,330,950
D
Employer identification number
94-1156365
E
Group exemption number
(see instructions)
F
Check box if an amended return.
G
Check organization type
501(c) corporation
501(c) trust
401(a) trust
Other trust
State college/university
6417(d)(1)(A) Applicable entity
H
Check if filing only to claim
Credit from Form 8941
Refund shown on Form 2439
Elective payment amount from Form 3800
I
Check if a 501(c)(3) organization filing a consolidated return with a 501(c)(2) titleholding corporation
.........
J
Enter the number of attached Schedules A (Form 990-T)
List of Attached Documents:
// Content
...............
12
K
During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group?
...
Yes
No
If "Yes," enter the name and identifying number of the parent corporation
L
The books are in care of
SUPRIYA S PAI
485 BROADWAY MAIL CODE 8838
REDWOOD CITY
,
CA
94063
Telephone number
(650) 498-6259
Part I
Total Unrelated Business Taxable Income
1
Total of unrelated business taxable income computed from all unrelated trades or businesses (see instructions)
..............................
1
89,712,785
2
Reserved
..............................
2
3
Add lines 1 and 2
............................
3
89,712,785
4
Charitable contributions (see instructions for limitation rules)
..............
4
5
Total unrelated business taxable income before net operating losses. Subtract line 4 from line 3
....
5
89,712,785
6
Deduction for net operating loss. See instructions
List of Attached Documents:
// Content
.................
6
89,712,785
7
Total of unrelated business taxable income before specific deduction and section 199A deduction.
Subtract line 6 from line 5
.........................
7
8
Specific deduction (generally $1,000, but see instructions for exceptions)
..........
8
0
9
Trusts.
Section 199A deduction. See instructions
.................
9
10
Total deductions.
Add lines 8 and 9
......................
10
0
11
Unrelated business taxable income.
Subtract line 10 from line 7. If line 10 is greater than line 7, enter zero
................................
11
0
Part II
Tax Computation
1
Organizations taxable as corporations.
Multiply Part I, line 11 by 21% (0.21)
.......
1
0
2
Trusts taxable at trust rates.
See instructions for tax computation. Income tax on the amount on
Part I, line 11 from:
Tax rate schedule or
Schedule D (Form 1041)
........
2
3
Proxy tax.
See instructions
.......................
3
4
Other tax amounts. See instructions
....................
4
5
Alternative minimum tax
.........................
5
6
Tax on noncompliant facility income.
See instructions
................
6
7
Total.
Add lines 3 through 6 to line 1 or 2, whichever applies
...............
7
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11291J
Form
990-T
(2023)
Form 990-T (2023)
Page
2
Part III
Tax and Payments
1a
Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116)
1a
b
Other credits (see instructions)
..............
1b
c
General business credit. Attach Form 3800 (see instructions)
.....
1c
0
d
Credit for prior year minimum tax (attach Form 8801 or 8827)
....
1d
e
Total credits.
Add lines 1a through 1d
.....................
1e
0
2
Subtract line 1e from Part II, line 7
.......................
2
0
3a
Amount due from Form 4255
...............
3a
b
Amount due from Form 8611
...............
3b
c
Amount due from Form 8697
...............
3c
d
Amount due from Form 8866
...............
3d
e
Other amounts due (see instructions)
............
3e
f
Total credits.
Add lines 3a through 3e
.....................
3f
0
4
Total tax.
Add lines 2 and 3f (see instructions).
Check if includes tax previously deferred under
section 1294. Enter the tax amount here
4
0
5
Current net 965 tax liability paid from Form 965-A, Part II, column (k)
...........
5
6a
Payments: Preceding year's overpayment credited to the current year
..
6a
b
Current Year's estimated tax payments. Check if section 643(g) election applies
6b
c
Tax deposited with Form 8868
..............
6c
d
Foreign organizations: Tax paid or withheld at source (see instructions)
.
6d
e
Backup withholding (see instructions)
............
6e
List of Attached Documents:
// Content
12,499
f
Credit for small employer health insurance premiums (attach Form 8941)
.
6f
g
Elective payment election amount from Form 3800
........
6g
h
Payment from Form 2439
................
6h
i
Credit from Form 4136
.................
6i
j
Other (see instructions)
................
6j
7
Total payments.
Add lines 6a through 6j
.....................
7
131,989
8
Estimated tax penalty (see instructions). Check if Form 2220 is attached
........
8
9
Tax due.
If line 7 is smaller than the total of lines 4, 5, and 8, enter amount owed
.......
9
10
Overpayment.
If line 7 is larger than the total of lines 4, 5, and 8, enter amount overpaid
....
10
131,989
11
Enter the amount of line 10 you want:
Credited to 2024 estimated tax
131,989
Refunded
11
Part IV
Statements Regarding Certain Activities and Other Information
(see instructions)
1
At any time during the 2023 calendar year, did the organization have an interest in or a signature or other authority over a financial account (bank, securities, or other) in a foreign country? If "Yes," the organization may have to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts. If "Yes," enter the name of the foreign country here
CI
CH
FR
GM
GH
HK
IN
IT
JA
JE
KE
KS
SF
SP
UK
Yes
No
Yes
2
During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?
Yes
If "Yes," see instructions for other forms the organization may have to file.
3
Enter the amount of tax-exempt interest received or accrued during the tax year
.....
$
4
Enter available pre-2018 NOL carryovers here. $
116,745,105
. Do not include any post-2017 NOL carryover shown on Schedule A (Form 990-T). Don't reduce the NOL carryover shown here by any deduction reported on Part I, line 4.
5
Post-2017 NOL carryovers. Enter the Business Activity Code and available post-2017 NOL carryovers. Don't reduce the amounts shown below by any NOL claimed on any Schedule A, Part II, line 17 for the tax year. See instructions.
Business activity code
Available post-2017 NOL carryover
720000
$
12,933,098
710000
$
0
540000
$
552,491
530000
$
6,681,366
901101
$
168,903,964
210000
$
13,286,373
620000
$
1,763,806
330000
$
241,422
510000
$
18,117
230000
$
0
610000
$
85,665
110000
$
1,275,103
6a
Reserved for future use
.................................
b
Reserved for future use
.................................
Part V
Supplemental Information
Provide any additional information. See instructions.
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Title
May the IRS discuss this return with the preparer shown below (see instructions)?
Yes
No
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-T
(2023)
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
B
Employer identification number
94-1156365
C
Unrelated business activity code (see instructions)
720000
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
HOTEL
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
69,386,750
b
Less returns and allowances
c
Balance
1c
69,386,750
2
Cost of goods sold (Part III, line 8)
.........
2
3
Gross profit. Subtract line 2 from line 1c
.......
3
69,386,750
69,386,750
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
List of Attached Documents:
// Content
31,796,982
31,796,982
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
65,508
65,508
6
Rent income (Part IV)
.............
6
7
Unrelated debt-financed income (Part V)
.......
7
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
10
Exploited exempt activity income (Part VIII)
......
10
11
Advertising income (Part IX)
...........
11
261,683
539,744
-278,061
12
Other income (see instructions; attach statement)
....
12
13
Total.
Combine lines 3 through 12
.........
13
69,386,750
0
69,386,750
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
2
Salaries and wages
............................
2
44,895
3
Repairs and maintenance
..........................
3
1,718,481
4
Bad debts
...............................
4
5
Interest (attach statement) (see instructions)
List of Attached Documents:
// Content
...................
5
3,669,817
6
Taxes and licenses
.............................
6
804,160
7
Depreciation (attach Form 4562) (see instructions)
List of Attached Documents:
// Content
.........
7
5,662,269
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
8b
5,662,269
9
Depletion
...............................
9
10
Contributions to deferred compensation plans
.....................
10
11
Employee benefit programs
..........................
11
12
Excess exempt expenses (Part VIII)
.......................
12
13
Excess readership costs (Part IX)
........................
13
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
47,623,685
15
Total deductions.
Add lines 1 through 14
.....................
15
59,478,412
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
9,908,338
17
Deduction for net operating loss (see instructions)
List of Attached Documents:
// Content
..................
17
0
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
9,908,338
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
2
Purchases
...............................
2
3
Cost of labor
..............................
3
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
........................
5
6
Total.
Add lines 1 through 5
..........................
6
7
Inventory at end of year
...........................
7
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
11
Total dividends-received deductions
included in line 10
.................
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
(2)
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
5
Gross income from activity that is not unrelated business income
..............
5
6
Expenses attributable to income entered on line 5
...................
6
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
STANFORD MAGAZINE
List of Attached Documents:
// Content
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
261,683
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
261,683
3
Direct Advertising costs by periodical
..
539,744
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
539,744
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
-278,061
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE D
(Form 1120)
List of Attached Documents:
// Content
Department of the Treasury
Internal Revenue Service
Capital Gains and Losses
Attach to Form 1120, 1120-C, 1120-F, 1120-FSC, 1120-H, 1120-IC-DISC, 1120-L,
1120-ND, 1120-PC, 1120-POL, 1120-REIT, 1120-RIC, 1120-SF, or certain Forms 990-T.
Go to
www.irs.gov/Form1120
for instructions and the latest information.
OMB No. 1545-0123
20
23
Name
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
Employer identification number
94-1156365
Did the corporation dispose of any investment(s) in a qualified opportunity fund during the tax year?
.......
Yes
No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I
Short–Term Capital Gains and Losses –– Generally Assets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(e)
Cost
(g)
Adjustments to gain or loss from Form(s) 8949, Part 1, line 2, column (g)
(h) Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
1a
Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b
1b
Totals for all transactions reported on
Form(s) 8949 with
Box A
checked
2
Totals for all transactions reported on
Form(s) 8949 with
Box B
checked
3
Totals for all transactions reported on
Form(s) 8949 with
Box C
checked
2,345,419
4
Short-term capital gain from installment sales from Form 6252, line 26 or 37
...........
4
5
Short-term capital gain or (loss) from like-kind exchanges from Form 8824
...........
5
6
Unused capital loss carryover (attach computation)
..................
6
(
)
7
Net short-term capital gain or (loss). Combine lines 1a through 6 in column h
...........
7
2,345,419
Part II
Long–Term Capital Gains and Losses –– Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(e)
Cost
(g)
Adjustments to gain or loss from Form(s) 8949, Part II, line 2, column (g)
(h) Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
8a
Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b
8b
Totals for all transactions reported on
Form(s) 8949 with
Box D
checked
9
Totals for all transactions reported on
Form(s) 8949 with
Box E
checked
10
Totals for all transactions reported on
Form(s) 8949 with
Box F
checked
4,977,393
11
Enter gain from Form 4797, line 7 or 9
.......................
11
67,864,236
12
Long-term capital gain from installment sales from Form 6252, line 26 or 37
...........
12
13
Long-term capital gain or (loss) from like-kind exchanges from Form 8824
...........
13
14
Capital gain distributions (see instructions)
.....................
14
15
Net long-term capital gain or (loss). Combine lines 8a through 14 in column h
..........
15
72,841,629
Part III
Summary of Parts I and II
16
Enter excess of net short-term capital gain (line 7) over net long-term capital loss (line 15)
......
16
2,345,419
17
Net capital gain. Enter excess of net long-term capital gain (line 15) over net short-term capital loss (line 7)
.
17
72,841,629
18
Add lines 16 and 17. Enter here and on Form 1120, page 1, line 8, or the applicable line on other returns
..
18
75,187,048
Note:
If losses exceed gains, see
Capital losses
in the instructions.
For Paperwork Reduction Act Notice, see the Instructions for Form 1120.
Cat. No. 11460M
Schedule D (Form 1120) 2023
Additional Data
Software ID:
Software Version:
-
TIN:
Form
3800
Department of the Treasury
Internal Revenue Service
General Business Credit
Go to
www.irs.gov/Form3800
for instructions and the latest information.
You must include all pages of Form 3800 with your return.
OMB No. 1545-0895
20
23
Attachment Sequence No.
22
Name(s) shown on return
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
Identifying number
94-1156365
A
Corporate Alternative Minimum Tax (CAMT) and Base Erosion Anti-Abuse Tax (BEAT).
Are you both (a) an "applicable corporation" within the meaning of IRC 59(k)(1) for the CAMT, and (b) an "applicable taxpayer" within the meaning of IRC 59A(e) for the BEAT? See instructions
..................
Yes
No
Part I
Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT)
Go to Part III before Parts I and II. See instructions.
1
General business credit from Part III, line 2, column (e)
...........
1
119,490
2
Passive activity credits from Part III, line 2, column (f)
2
619,536
3
Enter the applicable passive activity credits allowed for 2023. See instructions
.........
3
0
4
Carryforward of general business credit to 2023. See instructions for statement to attach.
.....
4
3,046,380
Check this box if the carryforward was changed or revised from the original reported amount
...
5
Carryback of general business credit from 2024. See instructions
..............
5
0
6
Add lines 1, 3, 4, and 5
...........................
6
3,165,870
Part II
Allowable Credit
7
Regular tax before credits:
Individuals. Enter the sum of the amounts from Form 1040, 1040-SR, or 1040-NR, line 16; and Schedule 2 (Form 1040), line 2.
Corporations. Enter the amount from Form 1120, Schedule J, Part I, line 1; or the applicable line of your return.
Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G, lines 1a and 1b, plus any Form 8978 amount included on line 1d; or the amount from the applicable line of your return.
.....
7
0
8
Alternative minimum tax:
Individuals. Enter the amount from Form 6251, line 11.
Corporations. Enter the amount from Form 4626, Part II, line 13.
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 54.
.....
8
9
Add lines 7 and 8
.............................
9
0
10a
Foreign tax credit
..................
10a
0
b
Certain allowable credits (see instructions)
..........
10b
0
c
Add lines 10a and 10b
...........................
10c
0
11
Net income tax.
Subtract line 10c from line 9. If zero, skip lines 12 through 15 and enter -0- on line 16
11
0
12
Net regular tax.
Subtract line 10c from line 7. If zero or less, enter -0-
..
12
0
13
Enter 25% (0.25) of the excess, if any, of line 12 (line 11 for corporations)
over $25,000. See instructions
..............
13
0
14
Tentative minimum tax:
Individuals. Enter the amount from Form 6251, line 9.
Corporations. Enter -0-.
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 52.
..
14
0
15
Enter the greater of line 13 or line 14
......................
15
0
16
Subtract line 15 from line 11. If zero or less, enter -0-
.................
16
0
17
Enter the
smaller
of line 6 or line 16
......................
17
0
C corporations:
See the line 17 instructions if there has been an ownership change, acquisition, or reorganization.
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 12392F
Form
3800
(2023)
Form 3800 (2023)
Page
2
Part II
Allowable Credit
(Continued)
Note:
If you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26.
18
Multiply line 14 by 75% (0.75). See instructions
...................
18
0
19
Enter the greater of line 13 or line 18
.....................
19
0
20
Subtract line 19 from line 11. If zero or less, enter -0-
.................
20
0
21
Subtract line 17 from line 20. If zero or less, enter -0-
.................
21
0
22
Combine the amounts from line 3 of Part III, column (e), and line 2zz of Part IV, columns (e) and (f)
..
22
0
23
Passive activity credit from line 3 of Part III, column (f)
......
23
0
24
Enter the applicable passive activity credit allowed for 2023. See instructions
.........
24
0
25
Add lines 22 and 24
...........................
25
0
26
Empowerment zone and renewal community employment credit allowed. Enter the smaller of line 21 or line 25
26
0
27
Subtract line 13 from line 11. If zero or less, enter -0-
.................
27
0
28
Add lines 17 and 26
...........................
28
0
29
Subtract line 28 from line 27. If zero or less, enter -0-
.................
29
0
30
Enter the general business credit from line 5 of Part III, column (e)
.............
30
0
31
Reserved
...............................
31
32
Passive activity credits from line 5 of Part III, column (f)
......
32
374,668
33
Enter the applicable passive activity credits allowed for 2023. See instructions
.........
33
0
34
Carryforward of business credit to 2023. Enter the amount from line 5 of Part IV, column (f), and line 6 of
Part IV, column (g). See instructions for statement to attach
...............
34
6,526,171
Check this box if the carryforward was changed or revised from the original reported amount
...
35
Carryback of business credit from 2024. Enter the amount from line 5 of Part IV, column (e). See
instructions
..............................
35
0
36
Add lines 30, 33, 34, and 35
.........................
36
6,526,171
37
Enter the
smaller
of line 29 or line 36
.....................
37
0
38
Credit allowed for the current year.
Add lines 28 and 37.
Report the amount from line 38 (if smaller than the sum of Part I, line 6, and Part II, lines 25 and 36; see instructions) as indicated below or on the applicable line of your return.
Individuals. Schedule 3 (Form 1040), line 6a.
Corporations. Form 1120, Schedule J, Part I, line 5c.
Estates and trusts. Form 1041, Schedule G, line 2b.
...............
38
0
Form
3800
(2023)
Form 3800 (2023)
Page
3
Part III
Current Year General Business Credits (GBCs)
(see instructions). If there is more than one credit amount to report on lines 1a through 1zz, 3, or 4a through 4z, enter the number of items you have for that line in column (c) and complete Part V.
(a)
Current year credits from:
(b)
Elective payment or transfer registration number
(c)
# items
(d)
Pass-through or transfer credit entity EIN
(e)
Credits from non-passive activities
(f)
Current and prior year passive activity credit allowed for the current year
(g)
Credit transfer election amount (enter amounts transferred out as a negative amount)
(h)
Gross elective payment election amount
(i)
Net elective payment election amount
(j)
Combine columns (e), (f), and (g), less column (i)
1a
Form 3468, Part II
......
b
Form 7207
........
c
Form 6765
........
34
84-4550787
619,536
d
Form 3468, Part III
......
e
Form 8826
........
f
Form 8835, Part II
......
g
Form 7210
........
h
Form 8820
.......
i
Form 8874
........
j
Form 8881, Part I
......
k
Form 8882
........
l
Form 8864 (diesel)
......
m
Form 8896
........
n
Form 8906
........
o
Form 3468, Part IV
......
p
Form 8908
........
q
Reserved (45Z)
.......
r
Form 8910
........
s
Form 8911, Part II
List of Attached Documents:
// Content
......
PA00124203LU
000000000
81,990
0
81,990
0
t
Form 8830
........
u
Form 7213, Part II
......
v
Form 3468, Part V
......
w
Form 8932
........
x
Form 8933
........
y
Form 8936, Part II
......
z
Reserved
.........
aa
Form 8936, Part V
List of Attached Documents:
// Content
......
PF00124103LU
5
000000000
37,500
0
37,500
0
bb
Form 8904
........
cc
Form 7213, Part I
......
dd
Form 8881, Part II
......
ee
Form 8881, Part III
......
ff
Form 8864, Line 8
......
gg
Reserved (1gg)
.......
hh
Reserved (1hh)
.......
ii
Reserved (1ii)
........
jj
Reserved (1jj)
........
zz
Other credits
.......
2
Add lines 1a through 1zz
.....
119,490
619,536
119,490
0
Form
3800
(2023)
Form 3800 (2023)
Page
4
Part III
Current Year General Business Credits (GBCs)
(see instructions). If there is more than one credit amount to report on lines 1a through 1zz, 3, or 4a through 4z, enter the number of items you have for that line in column (c) and complete Part V.
(continued)
(a)
Current year credits from:
(b)
Elective payment or transfer registration number
(c)
# items
(d)
Pass-through or transfer credit entity EIN
(e)
Credits from non-passive activities
(f)
Current year and carryover passive activity credit
(g)
Credit transfer election amount (enter amounts transferred out as a negative amount)
(h)
Gross elective payment election amount
(i)
Net elective payment election amount
(j)
Combine columns (e), (f), and (g), less column (i)
3
Form 8844
........
4
Specified credits:
a
Form 3468, Part VI
......
b
Form 5884
........
c
Form 6478
........
d
Form 8586
........
e
Form 8835, Part II
......
f
Form 8846
........
10
98-0546998
278,312
278,312
g
Form 8900
........
h
Form 8941
........
i
Form 6765 ESB credit
.....
j
Form 8994
........
k
Form 3468, Part VII
......
l
Reserved (4l)
........
m
Reserved (4m)
........
z
Other specified credits
......
3
27-2996434
96,356
5
Add lines 4a through 4z
.....
0
374,668
0
6
Add lines 2, 3, and 5
......
119,490
994,204
119,490
0
Form
3800
(2023)
Form 3800 (2023)
Page
5
Part IV
Carryovers of General Business Credits (GBCs) or Eligible Small Business Credits (ESBCs)
(see instructions)
(a)
Credits carried over to tax year 2023
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
1a
Form 3468, Part II (coal, gasification)
.....
b
Form 7207 (manufacturing production)
....
c
Form 6765 (research)
.........
2008
20-3949682
2,669,211
d
Form 3468, Part III (advanced energy)
....
e
Form 8826 (disabled access)
.......
2007
36-4384386
1,013
f
Form 8835, Part II (renewable electricity)
....
2007
36-4384386
364,112
g
Form 7210 (clean hydrogen)
.......
h
Form 8820 (orphan drug)
........
i
Form 8874 (new markets)
........
j
Form 8881, Part I (pension plan startup)
....
k
Form 8882 (employer-provided child care)
....
l
Form 8864 (biodiesel and renewable diesel)
...
m
Form 8896 (low sulfur diesel fuel)
......
n
Form 8906 (distilled spirits)
........
o
Form 3468, Part IV (advanced manufacturing)
...
p
Form 8908 (energy-efficient home)
......
2008
26-0330156
12,044
q
Reserved
.............
r
Form 8910 (alternative motor vehicle)
.....
s
Form 8911, Part II (alternative fuel refueling)
...
t
Form 8830 (enhanced oil recovery)
......
u
Form 7213, Part II (zero-emission nuclear production)
.
v
Form 3468, Part V (Reserved)
.......
w
Form 8932 (differential wage)
.......
x
Form 8933 (carbon oxide sequestration)
....
y
Form 8936, Part II (clean vehicle)
......
z
Reserved
.............
aa
Form 8936, Part V (commercial clean vehicle)
...
bb
Form 8904 (oil and gas production)
......
cc
Form 7213, Part I (advanced nuclear production)
..
dd
Form 8881, Part II (pension auto enrollment)
...
ee
Form 8881, Part III (military spouse)
.....
ff
Form 8864 (sustainable aviation fuel mixture)
...
gg
Reserved
.............
hh
Reserved
.............
ii
Reserved
.............
jj
Reserved
.............
zz
Other
..............
2
Credits for which only carryforwards are allowed:
a
Form 5884-A (employee retention)
......
b
Form 8586 (low-income housing)(pre-2008)
...
c
Form 8845 (Indian employment)
......
d
Form 8907 (nonconventional source fuel)
....
e
Form 8909 (energy efficient appliance)
....
f
Form 8923 (mine rescue team training)
....
g
Form 8834 (qualified plug-in electric vehicle)
...
h
Form 8931 (agricultural chemicals security)
...
i
Form 1065-B (GBCs from electing partnership)
...
j
Form 5884 (work opportunity pre-2007)
....
k
Form 6478 (alcohol fuel pre-2005)
.....
l
Form 8846 (employer taxes pre-2007)
....
Form
3800
(2023)
Form 3800 (2023)
Page
6
Part IV
Carryovers of General Business Credits (GBCs) or Eligible Small Business Credits (ESBCs)
(see instructions)
(continued)
(a)
Credits carried over to tax year 2023
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
m
Form 8900 (railroad track maintenance pre-2008)
..
n
Trans-Alaska pipeline liability fund credit
....
o
Form 5884-A, Section A (employers affected by Hurricane Katrina, Rita, or Wilma)
.........
p
Form 5884-A, Section B (Hurricane Katrina housing)
.
q
Form 5884-A, Section A (affected Midwestern disaster area employers)
...........
r
Form 5884-A, Section B (employer housing)
...
s
Form 5884-B (new hire retention)
......
t
Form 8847 (contributions to selected community development corporations)
........
u
Form 8861 (welfare to work)
.......
v
Form 8884 (New York Liberty Zone business employee)
w
Form 8942 (therapeutic drug)
.......
yy
yy Other credits (see instructions)
......
zz
Add lines 1a through 1zz and 2a through 2yy
...
3,046,380
3
Form 8844 (empowerment zone)
......
4
Specified credits:
a
Form 3468, Part VI (energy)
........
b
Form 5884 (work opportunity)
.......
c
Form 6478 (biofuel producer)
.......
2007
20-1556173
2,317
d
Form 8586 (low-income housing)(post-2007)
..
2018
81-3022976
133
e
Form 8835 (renewable electricity)
......
f
Form 8846 (employer taxes)
.......
2007
43-1717406
5,105,021
g
Form 8900 (railroad track maintenance)
....
h
Form 8941 (employer health insurance)
....
i
Form 6765 ESB credit (research)
......
j
Form 8994 (paid family and medical leave)
....
k
Form 3468, Part VII (rehabilitation)(post-2007)
..
l
Reserved (4l)
............
m
Reserved (4m)
...........
z
Other specified credits
.........
2005
03-0518191
1,418,700
5
Add lines 4a through 4z
.........
6,526,171
6
Add lines 2zz, 3, and 5
.........
9,572,551
Form
3800
(2023)
Form 3800 (2023)
Page
7
Part V
Breakdown of Aggregate Amounts on Part III for Facility-by-Facility, Multiple Pass-Through Entities, etc.
(see instructions)
(a)
Line number from Part III
(b)
Elective payment or transfer registration number
(c)
Pass-through or transfer credit entity EIN
(d)
Current year credits from non-passive activities
(e)
Current year credits from passive activity before passive activity credit limitation
(f)
Credit transfer election amount
(g)
Gross elective payment election amount
(h)
Net elective payment election amount
(i)
Carryover of passive activity credit allowable in current year
1
Part III Line 1c
90-0948961
31
2
Part III Line 1c
86-3990952
110
3
Part III Line 1c
85-3923429
3,997
4
Part III Line 1c
98-1467550
75,417
5
Part III Line 1c
38-3923025
751
6
Part III Line 1c
85-4053524
25,526
7
Part III Line 1c
85-0723421
74,941
8
Part III Line 1c
98-1538890
57
9
Part III Line 1c
98-1492935
18,081
10
Part III Line 1c
98-1493486
4,446
11
Part III Line 1c
98-1162303
1,478
12
Part III Line 1c
98-1184642
531
13
Part III Line 1c
83-4689392
258
14
Part III Line 1c
38-3907673
55
15
Part III Line 1c
85-2735658
4
16
Part III Line 1c
85-2642379
7
17
Part III Line 1c
85-0701741
28
18
Part III Line 1c
26-3639815
1,622
19
Part III Line 1c
61-1830732
145,759
20
Part III Line 1c
84-4177187
818
21
Part III Line 1c
98-1506071
336
22
Part III Line 1c
37-1803102
112
23
Part III Line 1c
37-1699332
10,517
24
Part III Line 1c
37-1699332
53
25
Part III Line 1c
98-0481298
16
26
Part III Line 1c
36-4789241
97
27
Part III Line 1c
98-1577468
4,785
28
Part III Line 1c
85-0548852
675
29
Part III Line 1c
46-0874161
415
30
Part III Line 1c
83-1505130
278
31
Part III Line 1c
84-4550787
124,250
32
Part III Line 1c
82-2712871
85,285
33
Part III Line 1c
88-0558312
18,306
34
Part III Line 1c
87-2683439
20,494
35
Part III Line 1s
PA00124203LU
000000000
81,990
81,990
36
Part III Line 1aa
PF00124103LU
000000000
7,500
7,500
37
Part III Line 1aa
PF00224103LU
000000000
7,500
7,500
38
Part III Line 1aa
PF00324103LU
000000000
7,500
7,500
39
Part III Line 1aa
PF00424103LU
000000000
7,500
7,500
40
Part III Line 1aa
PF00524103LU
000000000
7,500
7,500
41
Part III Line 2
119,490
619,536
119,490
42
Part III Line 4f
38-3923025
59
43
Part III Line 4f
80-0956089
11
44
Part III Line 4f
80-0007661
716
45
Part III Line 4f
98-0546998
98,995
46
Part III Line 4f
98-0546998
132,742
47
Part III Line 4f
26-3639815
141
48
Part III Line 4f
81-2828481
42,477
49
Part III Line 4f
81-2828481
213
50
Part III Line 4f
77-0287059
2,435
51
Part III Line 4f
26-4538585
523
52
Part III Line 4z
27-2996434
92,834
53
Part III Line 4z
27-2996434
1,722
54
Part III Line 4z
26-3639815
1,800
55
Part III Line 5
374,668
56
Part III Line 6
119,490
994,204
119,490
Form
3800
(2023)
Form 3800 (2023)
Page
8
Part VI
Breakdown of Aggregate Amounts in Part IV
(see instructions)
(a)
Line number
from Part IV
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
1
Part IV Line 1c
2008
20-3949682
1
2
Part IV Line 1c
2009
20-4521923
8
3
Part IV Line 1c
2010
20-4521923
11
4
Part IV Line 1c
2010
20-4770808
1,857
5
Part IV Line 1c
2010
26-1269450
1,741
6
Part IV Line 1c
2010
20-1863081
6
7
Part IV Line 1c
2010
06-1634170
2
8
Part IV Line 1c
2010
26-3639815
5
9
Part IV Line 1c
2010
20-3949682
48
10
Part IV Line 1c
2010
54-2007544
6
11
Part IV Line 1c
2010
42-1699472
52
12
Part IV Line 1c
2010
14-1984869
87
13
Part IV Line 1c
2010
77-0287059
3,962
14
Part IV Line 1c
2011
20-4521923
50
15
Part IV Line 1c
2011
26-1269450
1,716
16
Part IV Line 1c
2011
06-1634170
1
17
Part IV Line 1c
2011
54-2007544
2
18
Part IV Line 1c
2011
45-2871425
1,923
19
Part IV Line 1c
2011
20-8283524
390
20
Part IV Line 1c
2012
20-4521923
45
21
Part IV Line 1c
2012
20-4770808
1,173
22
Part IV Line 1c
2012
20-1863081
5
23
Part IV Line 1c
2012
26-3639815
358
24
Part IV Line 1c
2012
20-3949682
2
25
Part IV Line 1c
2012
77-0287059
5,872
26
Part IV Line 1c
2012
98-0439403
147
27
Part IV Line 1c
2012
20-3873840
3
28
Part IV Line 1c
2012
80-0621814
1,478
29
Part IV Line 1c
2013
20-4521923
68
30
Part IV Line 1c
2013
20-1863081
6
31
Part IV Line 1c
2013
26-3639815
16
32
Part IV Line 1c
2013
20-3873840
1
33
Part IV Line 1c
2013
80-0621814
4,532
34
Part IV Line 1c
2013
27-2025902
5,335
35
Part IV Line 1c
2013
56-2552814
399
36
Part IV Line 1c
2014
20-4521923
69
37
Part IV Line 1c
2014
20-3949682
17
38
Part IV Line 1c
2014
27-2025902
630
39
Part IV Line 1c
2014
47-2298421
189
40
Part IV Line 1c
2014
45-5304559
22,812
41
Part IV Line 1c
2014
46-2445852
494
42
Part IV Line 1c
2016
20-4521923
85
43
Part IV Line 1c
2016
26-3639815
395
44
Part IV Line 1c
2016
20-3949682
6
45
Part IV Line 1c
2016
20-3873840
1
46
Part IV Line 1c
2016
47-2298421
4,676
47
Part IV Line 1c
2016
45-5304559
25,653
48
Part IV Line 1c
2016
46-2445852
27,805
49
Part IV Line 1c
2016
90-0948961
10
50
Part IV Line 1c
2016
47-4281006
7,557
51
Part IV Line 1c
2016
47-2286244
12,686
52
Part IV Line 1c
2016
98-0534591
431
53
Part IV Line 1c
2016
98-1184642
3,651
54
Part IV Line 1c
2016
27-1080947
51
55
Part IV Line 1c
2016
38-3907673
10
56
Part IV Line 1c
2016
98-1027307
7,938
57
Part IV Line 1c
2016
81-3966927
508
58
Part IV Line 1c
2016
45-4110691
2,562
59
Part IV Line 1c
2016
45-4110691
34
60
Part IV Line 1c
2016
47-1245315
134
61
Part IV Line 1c
2016
81-2961493
10,952
62
Part IV Line 1c
2016
36-4756946
86,124
63
Part IV Line 1c
2016
37-1699332
33,713
64
Part IV Line 1c
2016
47-4223381
23,121
65
Part IV Line 1c
2017
20-4521923
361
66
Part IV Line 1c
2017
26-1269450
2
67
Part IV Line 1c
2017
26-3639815
802
68
Part IV Line 1c
2017
20-3873840
1
69
Part IV Line 1c
2017
90-0948961
34
70
Part IV Line 1c
2017
98-1184642
6,384
71
Part IV Line 1c
2017
38-3907673
28
72
Part IV Line 1c
2017
98-1027307
2,703
73
Part IV Line 1c
2017
81-3966927
2,050
74
Part IV Line 1c
2017
47-1245315
344
75
Part IV Line 1c
2017
36-4756946
367,402
76
Part IV Line 1c
2017
47-4223919
8
77
Part IV Line 1c
2017
47-1245315
34,000
78
Part IV Line 1c
2017
37-1803102
1
79
Part IV Line 1c
2018
20-4521923
100
80
Part IV Line 1c
2018
26-1269450
12
81
Part IV Line 1c
2018
26-3639815
3,800
82
Part IV Line 1c
2018
77-0287059
67
83
Part IV Line 1c
2018
47-2298421
9,312
84
Part IV Line 1c
2018
45-5304559
23,050
85
Part IV Line 1c
2018
90-0948961
6
86
Part IV Line 1c
2018
98-1184642
7,738
87
Part IV Line 1c
2018
38-3907673
24
88
Part IV Line 1c
2018
98-1027307
16,614
89
Part IV Line 1c
2018
47-1245315
701
90
Part IV Line 1c
2018
47-4223919
1,521
91
Part IV Line 1c
2018
47-1245315
69,387
92
Part IV Line 1c
2018
37-1803102
2
93
Part IV Line 1c
2018
47-3260122
37
94
Part IV Line 1c
2018
47-4281006
12,577
95
Part IV Line 1c
2018
98-0546998
6,913
96
Part IV Line 1c
2018
47-5301888
209
97
Part IV Line 1c
2018
90-0772119
2,401
98
Part IV Line 1c
2018
81-3022976
269
99
Part IV Line 1c
2018
98-1350388
1,690
100
Part IV Line 1c
2018
47-3899327
195,766
101
Part IV Line 1c
2018
47-5038946
3,522
102
Part IV Line 1c
2019
26-1269450
28
103
Part IV Line 1c
2019
26-3639815
3,454
104
Part IV Line 1c
2019
77-0287059
453
105
Part IV Line 1c
2019
47-2298421
2,475
106
Part IV Line 1c
2019
45-5304559
7,959
107
Part IV Line 1c
2019
90-0948961
10
108
Part IV Line 1c
2019
98-1184642
9,476
109
Part IV Line 1c
2019
38-3907673
27
110
Part IV Line 1c
2019
98-1027307
6,543
111
Part IV Line 1c
2019
47-1245315
284
112
Part IV Line 1c
2019
81-2961493
16,468
113
Part IV Line 1c
2019
47-1245315
28,148
114
Part IV Line 1c
2019
37-1803102
47
115
Part IV Line 1c
2019
47-3260122
52
116
Part IV Line 1c
2019
47-4281006
10,705
117
Part IV Line 1c
2019
98-0546998
38,543
118
Part IV Line 1c
2019
47-5301888
1,876
119
Part IV Line 1c
2019
47-3899327
305,814
120
Part IV Line 1c
2019
47-5038946
23,201
121
Part IV Line 1c
2019
80-0956089
13
122
Part IV Line 1c
2019
83-4689392
6
123
Part IV Line 1c
2019
38-3865939
29,245
124
Part IV Line 1c
2019
82-2712871
13,920
125
Part IV Line 1c
2019
98-1467550
852
126
Part IV Line 1c
2019
38-3923025
158
127
Part IV Line 1c
2019
83-0739836
119
128
Part IV Line 1c
2019
20-0331013
809
129
Part IV Line 1c
2019
46-4297719
335
130
Part IV Line 1c
2019
83-1505130
256
131
Part IV Line 1c
2019
83-0928746
1,540
132
Part IV Line 1c
2020
26-1269450
8
133
Part IV Line 1c
2020
26-3639815
4,587
134
Part IV Line 1c
2020
77-0287059
239
135
Part IV Line 1c
2020
90-0948961
1
136
Part IV Line 1c
2020
98-1184642
8,837
137
Part IV Line 1c
2020
38-3907673
119
138
Part IV Line 1c
2020
98-1027307
2,463
139
Part IV Line 1c
2020
45-4110691
162
140
Part IV Line 1c
2020
45-4110691
2
141
Part IV Line 1c
2020
47-1245315
153
142
Part IV Line 1c
2020
47-1245315
15,015
143
Part IV Line 1c
2020
37-1803102
50
144
Part IV Line 1c
2020
47-3260122
18
145
Part IV Line 1c
2020
98-0546998
8,438
146
Part IV Line 1c
2020
47-3899327
148,996
147
Part IV Line 1c
2020
82-2712871
1,596
148
Part IV Line 1c
2020
84-2134622
3,842
149
Part IV Line 1c
2020
98-1467550
5,745
150
Part IV Line 1c
2020
38-3923025
671
151
Part IV Line 1c
2020
98-1538890
7
152
Part IV Line 1c
2020
84-4216811
150
153
Part IV Line 1c
2020
83-4689392
16
154
Part IV Line 1c
2020
37-1859317
4
155
Part IV Line 1c
2020
83-0739836
217
156
Part IV Line 1c
2020
26-3310007
74
157
Part IV Line 1c
2020
83-1505130
333
158
Part IV Line 1c
2020
84-4550787
67,361
159
Part IV Line 1c
2020
47-5422071
13
160
Part IV Line 1c
2021
26-3639815
2,291
161
Part IV Line 1c
2021
98-1184642
388
162
Part IV Line 1c
2021
38-3907673
125
163
Part IV Line 1c
2021
37-1803102
72
164
Part IV Line 1c
2021
47-3260122
6
165
Part IV Line 1c
2021
98-0546998
12,430
166
Part IV Line 1c
2021
82-2712871
35,412
167
Part IV Line 1c
2021
84-2134622
944
168
Part IV Line 1c
2021
98-1467550
2,056
169
Part IV Line 1c
2021
38-3923025
440
170
Part IV Line 1c
2021
98-1538890
17
171
Part IV Line 1c
2021
84-4216811
302
172
Part IV Line 1c
2021
83-4689392
40
173
Part IV Line 1c
2021
37-1859317
8
174
Part IV Line 1c
2021
84-4550787
75,246
175
Part IV Line 1c
2021
85-4053524
13,391
176
Part IV Line 1c
2021
85-0723421
209,980
177
Part IV Line 1c
2021
85-2735658
2
178
Part IV Line 1c
2021
85-2642379
4
179
Part IV Line 1c
2021
61-1830732
9,074
180
Part IV Line 1c
2021
98-1506071
99
181
Part IV Line 1c
2021
20-0331013
30
182
Part IV Line 1c
2021
98-1577468
53
183
Part IV Line 1c
2021
46-4297719
2,392
184
Part IV Line 1c
2021
46-0874161
731
185
Part IV Line 1c
2021
83-1505130
9
186
Part IV Line 1c
2022
26-3639815
3,914
187
Part IV Line 1c
2022
77-0287059
13,749
188
Part IV Line 1c
2022
98-1184642
9,838
189
Part IV Line 1c
2022
38-3907673
82
190
Part IV Line 1c
2022
47-1245315
546
191
Part IV Line 1c
2022
47-1245315
54,083
192
Part IV Line 1c
2022
37-1803102
76
193
Part IV Line 1c
2022
82-2712871
41,468
194
Part IV Line 1c
2022
98-1467550
8,491
195
Part IV Line 1c
2022
98-1538890
44
196
Part IV Line 1c
2022
84-4216811
45
197
Part IV Line 1c
2022
83-4689392
210
198
Part IV Line 1c
2022
37-1859317
13
199
Part IV Line 1c
2022
84-4550787
88,116
200
Part IV Line 1c
2022
85-4053524
23,976
201
Part IV Line 1c
2022
85-0723421
74,974
202
Part IV Line 1c
2022
61-1830732
73,138
203
Part IV Line 1c
2022
98-1506071
330
204
Part IV Line 1c
2022
98-1577468
2,493
205
Part IV Line 1c
2022
46-0874161
1,485
206
Part IV Line 1c
2022
83-1505130
367
207
Part IV Line 1c
2022
85-3923429
6,723
208
Part IV Line 1c
2022
98-1492935
8,962
209
Part IV Line 1c
2022
98-1493486
4,055
210
Part IV Line 1c
2022
84-4177187
599
211
Part IV Line 1c
2022
87-3535114
20
212
Part IV Line 1c
2022
36-4789241
255
213
Part IV Line 1c
2022
87-2683439
12,350
214
Part IV Line 1c
2022
88-0558312
27,874
215
Part IV Line 1e
2007
36-4384386
1,013
216
Part IV Line 1f
2007
36-4384386
2,910
217
Part IV Line 1f
2011
98-0481298
20,643
218
Part IV Line 1f
2011
98-0629140
8,502
219
Part IV Line 1f
2013
26-3639815
1
220
Part IV Line 1f
2013
98-0481298
114,110
221
Part IV Line 1f
2013
98-0629140
40,284
222
Part IV Line 1f
2014
26-3639815
149
223
Part IV Line 1f
2014
20-3873840
2
224
Part IV Line 1f
2014
98-0481298
106,526
225
Part IV Line 1f
2014
98-0629140
47,009
226
Part IV Line 1f
2015
74-3155114
52
227
Part IV Line 1f
2016
26-3639815
1
228
Part IV Line 1f
2017
90-1007877
56
229
Part IV Line 1f
2017
81-2828481
3,626
230
Part IV Line 1f
2017
47-3103791
3,247
231
Part IV Line 1f
2017
77-0287059
11,965
232
Part IV Line 1f
2017
26-4538585
2,034
233
Part IV Line 1f
2019
90-1007877
1,191
234
Part IV Line 1f
2020
90-1007877
1,804
235
Part IV Line 1p
2008
26-0330156
5,325
236
Part IV Line 1p
2011
26-3639815
8
237
Part IV Line 1p
2016
26-3639815
117
238
Part IV Line 1p
2017
98-0546998
6,513
239
Part IV Line 1p
2017
77-0287059
81
240
Part IV Line 2zz
3,046,380
241
Part IV Line 4c
2007
20-1556173
770
242
Part IV Line 4c
2007
20-1556262
1,547
243
Part IV Line 4d
2018
81-3022976
132
244
Part IV Line 4d
2018
38-3923025
1
245
Part IV Line 4f
2007
43-1717406
3,131
246
Part IV Line 4f
2007
43-1693677
1,916
247
Part IV Line 4f
2007
43-1806558
897
248
Part IV Line 4f
2007
43-1796219
9,503
249
Part IV Line 4f
2007
43-1751213
693
250
Part IV Line 4f
2008
43-1717406
3,061
251
Part IV Line 4f
2008
43-1693677
1,494
252
Part IV Line 4f
2008
43-1806558
894
253
Part IV Line 4f
2008
43-1796219
9,059
254
Part IV Line 4f
2009
43-1717406
3,916
255
Part IV Line 4f
2009
43-1693677
1,241
256
Part IV Line 4f
2009
43-1806558
896
257
Part IV Line 4f
2009
43-1796219
7,243
258
Part IV Line 4f
2010
26-3639815
15
259
Part IV Line 4f
2010
43-1717406
2,930
260
Part IV Line 4f
2010
43-1693677
1,346
261
Part IV Line 4f
2010
43-1806558
988
262
Part IV Line 4f
2010
94-3106322
5
263
Part IV Line 4f
2010
43-1796219
7,421
264
Part IV Line 4f
2010
06-1634170
1
265
Part IV Line 4f
2011
26-3639815
17
266
Part IV Line 4f
2011
20-3949682
118
267
Part IV Line 4f
2011
43-1717406
2,264
268
Part IV Line 4f
2011
43-1693677
1,533
269
Part IV Line 4f
2011
43-1806558
1,168
270
Part IV Line 4f
2011
94-3106322
7
271
Part IV Line 4f
2011
43-1796219
4,149
272
Part IV Line 4f
2011
06-1634170
1
273
Part IV Line 4f
2012
26-3639815
19
274
Part IV Line 4f
2012
20-3949682
115
275
Part IV Line 4f
2012
38-3854218
427
276
Part IV Line 4f
2012
30-0702264
948
277
Part IV Line 4f
2012
43-1717406
4,504
278
Part IV Line 4f
2012
43-1693677
1,634
279
Part IV Line 4f
2012
43-1806558
590
280
Part IV Line 4f
2013
26-3639815
60
281
Part IV Line 4f
2013
20-3949682
43
282
Part IV Line 4f
2013
38-3854218
454
283
Part IV Line 4f
2013
30-0702264
1,010
284
Part IV Line 4f
2013
20-3873840
2
285
Part IV Line 4f
2013
43-1717406
6,718
286
Part IV Line 4f
2014
26-3639815
97
287
Part IV Line 4f
2014
26-4538585
1,886
288
Part IV Line 4f
2014
20-3949682
133
289
Part IV Line 4f
2014
38-3854218
440
290
Part IV Line 4f
2014
30-0702264
978
291
Part IV Line 4f
2015
47-3103791
1,225
292
Part IV Line 4f
2016
98-0546998
1,011,680
293
Part IV Line 4f
2016
26-3639815
102
294
Part IV Line 4f
2016
26-4538585
2,955
295
Part IV Line 4f
2016
47-3103791
3,079
296
Part IV Line 4f
2016
20-3949682
96
297
Part IV Line 4f
2016
46-3861026
59
298
Part IV Line 4f
2016
38-3854218
100
299
Part IV Line 4f
2016
30-0702264
222
300
Part IV Line 4f
2017
98-0546998
1,132,424
301
Part IV Line 4f
2017
26-3639815
216
302
Part IV Line 4f
2017
46-3861026
65
303
Part IV Line 4f
2018
98-0546998
1,053,715
304
Part IV Line 4f
2018
26-3639815
790
305
Part IV Line 4f
2018
81-2828481
32,453
306
Part IV Line 4f
2018
81-2828481
162
307
Part IV Line 4f
2018
77-0287059
19,682
308
Part IV Line 4f
2018
26-4538585
440
309
Part IV Line 4f
2018
47-3103791
2,124
310
Part IV Line 4f
2018
46-3861026
68
311
Part IV Line 4f
2018
47-5038946
7,689
312
Part IV Line 4f
2019
38-3923025
76
313
Part IV Line 4f
2019
80-0956089
8
314
Part IV Line 4f
2019
98-0546998
954,404
315
Part IV Line 4f
2019
26-3639815
430
316
Part IV Line 4f
2019
81-2828481
31,824
317
Part IV Line 4f
2019
81-2828481
160
318
Part IV Line 4f
2019
77-0287059
7,757
319
Part IV Line 4f
2019
26-4538585
275
320
Part IV Line 4f
2019
47-3103791
1,882
321
Part IV Line 4f
2019
20-3949682
173
322
Part IV Line 4f
2019
46-3861026
71
323
Part IV Line 4f
2019
47-5038946
3,561
324
Part IV Line 4f
2020
38-3923025
14
325
Part IV Line 4f
2020
80-0956089
31
326
Part IV Line 4f
2020
98-0546998
155,592
327
Part IV Line 4f
2020
26-3639815
154
328
Part IV Line 4f
2020
81-2828481
23
329
Part IV Line 4f
2020
77-0287059
2,394
330
Part IV Line 4f
2020
26-4538585
204
331
Part IV Line 4f
2020
47-3103791
601
332
Part IV Line 4f
2020
46-3861026
8
333
Part IV Line 4f
2021
38-3923025
263
334
Part IV Line 4f
2021
80-0956089
2
335
Part IV Line 4f
2021
80-0007661
522
336
Part IV Line 4f
2021
98-0546998
61,383
337
Part IV Line 4f
2021
98-0546998
163,113
338
Part IV Line 4f
2021
26-3639815
192
339
Part IV Line 4f
2021
81-2828481
58,936
340
Part IV Line 4f
2021
81-2828481
273
341
Part IV Line 4f
2021
77-0287059
1,584
342
Part IV Line 4f
2021
26-4538585
198
343
Part IV Line 4f
2021
47-3103791
535
344
Part IV Line 4f
2021
20-3949682
34
345
Part IV Line 4f
2022
38-3923025
438
346
Part IV Line 4f
2022
80-0007661
635
347
Part IV Line 4f
2022
98-0546998
110,095
348
Part IV Line 4f
2022
98-0546998
149,930
349
Part IV Line 4f
2022
81-2828481
37,802
350
Part IV Line 4f
2022
81-2828481
190
351
Part IV Line 4f
2022
77-0287059
2,767
352
Part IV Line 4f
2022
26-4538585
462
353
Part IV Line 4f
2022
47-3103791
714
354
Part IV Line 4z
2005
03-0518191
118
355
Part IV Line 4z
2005
54-2007544
5
356
Part IV Line 4z
2007
20-1556262
16,273
357
Part IV Line 4z
2007
36-4384386
697
358
Part IV Line 4z
2007
20-1556173
1,502
359
Part IV Line 4z
2008
20-4310816
2
360
Part IV Line 4z
2016
20-3701566
6
361
Part IV Line 4z
2017
20-1556262
61
362
Part IV Line 4z
2017
27-2996434
354,680
363
Part IV Line 4z
2017
27-2996434
7,686
364
Part IV Line 4z
2017
26-3639815
7,218
365
Part IV Line 4z
2017
20-3873840
6
366
Part IV Line 4z
2018
27-2996434
136,842
367
Part IV Line 4z
2018
27-2996434
2,363
368
Part IV Line 4z
2018
26-3639815
3,214
369
Part IV Line 4z
2019
83-4689392
17
370
Part IV Line 4z
2019
27-2996434
156,911
371
Part IV Line 4z
2019
27-2996434
3,109
372
Part IV Line 4z
2019
26-3639815
3,382
373
Part IV Line 4z
2020
83-4689392
34
374
Part IV Line 4z
2020
27-2996434
462,213
375
Part IV Line 4z
2020
27-2996434
9,244
376
Part IV Line 4z
2020
26-3639815
84,746
377
Part IV Line 4z
2021
27-2996434
51,808
378
Part IV Line 4z
2021
27-2996434
961
379
Part IV Line 4z
2022
27-2996434
111,241
380
Part IV Line 4z
2022
27-2996434
2,225
381
Part IV Line 4z
2022
26-3639815
2,136
382
Part IV Line 5
6,526,171
383
Part IV Line 6
9,572,551
Form
3800
(2023)
Additional Data
Software ID:
Software Version:
-
TIN:
Form
8949
Department of the Treasury
Internal Revenue Service
Sales and Other Dispositions of Capital Assets
File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.
Go to
www.irs.gov/Form8949
for instructions and the latest information.
OMB No. 1545-0074
20
23
Attachment
Sequence No.
12A
Name(s) shown on return
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
Social security number or taxpayer identification number
94-1156365
Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.
Part I
Short-Term.
Transactions involving capital assets you held 1 year or less are generally short term (see instructions). For long-term transactions, see page 2.
Note:
You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).
You
must
check Box A, B,
or
C below. Check only one box.
If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.
(A)
Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see
Note
above)
(B)
Short-term transactions reported on Form(s) 1099-B showing basis
wasn't
reported to the IRS
(C)
Short-term transactions not reported to you on Form 1099-B
1
(a)
Description of property
(Example: 100 sh. XYZ Co.)
(b)
Date acquired
(Mo., day, yr.)
(c)
Date sold or
disposed of
(Mo., day, yr.)
(d)
Proceeds
(sales price)
(see instructions)
(e)
Cost or other basis
See the
Note
below
and see
Column (e)
in the separate
instructions.
Adjustment, if any, to gain or loss.
If you enter an amount in column (g),
enter a code in column (f).
See the separate instructions.
(h)
Gain or (loss)
Subtract column (e)
from column (d) and
combine the result
with column (g).
(f)
Code(s) from
instructions
(g)
Amount of
adjustment
FROM SCHEDULES K-1 (FORM 1065)
(
)
2,313,211
FROM 6781, PART I
(
)
32,208
2 Totals
. Add the amounts in columns (d), (e), (g), and (h)
(subtract negative amounts). Enter each total here and include on your Schedule D,
line 1b
(if
Box A
above is checked),
line 2
(if
Box B
above is checked), or
line 3
(if
Box C
above is checked).
.......
(
)
2,345,419
Note:
If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See
Column
(g) in the separate instructions for how to figure the amount of the adjustment.
For Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 37768Z
Form
8949
(2023)
Form 8949 (2023)
Attachment Sequence No.
12A
Page
2
Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side
THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERSITY
Social security number or taxpayer identification number
94-1156365
Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.
Part II
Long-Term.
Transactions involving capital assets you held more than 1 year are generally long term (see instructions). For short-term transactions, see page 1.
Note:
You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions).
You
must
check Box D, E,
or
F below. Check only one box.
If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.
(D)
Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see
Note
above)
(E)
Long-term transactions reported on Form(s) 1099-B showing basis
wasn't
reported to the IRS
(F)
Long-term transactions not reported to you on Form 1099-B
1
(a)
Description of property
(Example: 100 sh. XYZ Co.)
(b)
Date acquired
(Mo., day, yr.)
(c)
Date sold or
disposed of
(Mo., day, yr.)
(d)
Proceeds
(sales price)
(see instructions)
(e)
Cost or other basis
See the
Note
below
and see
Column (e)
in the separate
instructions.
Adjustment, if any, to gain or loss.
If you enter an amount in column (g),
enter a code in column (f).
See the separate instructions.
(h)
Gain or (loss)
Subtract column (e)
from column (d) and
combine the result
with column (g).
(f)
Code(s) from
instructions
(g)
Amount of
adjustment
FROM SCHEDULES K-1 (FORM 1065)
(
)
4,929,080
FROM 6781, PART I
(
)
48,313
2 Totals
. Add the amounts in columns (d), (e), (g), and (h)
(subtract negative amounts). Enter each total here and include on your Schedule D,
line 8b
(if
Box D
above is checked),
line 9
(if
Box E
above is checked), or
line 10
(if
Box F
above is checked)
..........
(
)
4,977,393
Note:
If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See
Column
(g) in the separate instructions for how to figure the amount of the adjustment.
Form
8949
(2023)
Additional Data
Software ID:
Software Version: