TY 2017 Form 990 Schedule R

efile Public Visual Render ObjectId: 201941969349301259 - Submission: 2019-07-15 TIN: 94-6174066

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2017

Open to Public Inspection

Name of the organization

STANFORD HEALTH CARE

Employer identification number

94-6174066

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) CARE COUNSEL LLC 899 NORTHGATE DRIVE STE 530 SAN RAFAEL,CA94903 68-0396696	HLTHCRE ADVOC	CA	2,086,135	556,204	SHC
(2) STANFORD BLOOD CENTER LLC 3373 HILLVIEW AVENUE PALO ALTO,CA94304 81-0816100	BLOOD CENTER	CA	68,182,463	28,187,162	SHC
(3) AUGMNTED INTELLIGENCE MED SYS PSYCHIATRY PO BOX 60954 PALO ALTO,CA94306 37-1865230	RESEARCH	DE		0	SHC

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)THE BRD OF TRUST LELAND STANF JR UNIV 3145 PORTER DRIVE PALO ALTO,CA94304 94-1156365	EDUCATION	CA	501(C)(3)	2	NA		No
(2)EAST PALO ALTO ACADEMY 475 POPE STREET MENLO PARK,CA94025 20-2699147	EDUCATIONAL	CA	501(C)(3)	2	STANFORD	Yes
(3)HOSPITAL COMMITTEE FOR THE L-P AREAS 1111 E STANLEY BLVD LIVERMORE,CA94550 94-1429628	HOSPITAL	CA	501(C)(3)	3	SHC	Yes
(4)LUCILE PACKARD FOUNDATION FOR CHILDREN'S 400 HAMILTON AVENUE SUITE 340 PALO ALTO,CA94301 77-0440090	HEALTHCARE	CA	501(C)(3)	7	LPCH	Yes
(5)LUCILE SALTER PACKARD CHILDRENS HOSPITAL 725 WELCH ROAD MC 5553 PALO ALTO,CA94304 77-0003859	HEALTHCARE	CA	501(C)(3)	3	STANFORD	Yes
(6)PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO,CA94304 32-0359189	HEALTHCARE	CA	501(C)(3)	3	LPCH	Yes
(7)SHR HOLDINGS INC 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 94-3187167	REAL ESTATE	CA	501(C)(25)	N/A	STANFORD	Yes
(8)STANFORD FACULTY CLUB PO BOX 7229 STANFORD,CA94309 94-1187089	FAC INTERACT.	CA	501(C)(7)	N/A	STANFORD	Yes
(9)STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO,CA94303 94-1492212	CREDIT UNION	CA	501(C)(1)	N/A	STANFORD	Yes
(10)STANFORD HABITAT CONSERVATION BOARD 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 46-1882243	CONSERVATION	CA	501(C)(3)	7	STANFORD	Yes
(11)STANFORD HEALTH CARE ADVANTAGE 1221 BROADWAY 3RD FLOOR OAKLAND,CA94612 46-4071746	HEALTHCARE	CA	501(c)(3)	12A, I	SHC	Yes
(12)STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BUILDING 11 CAPE TOWN SF	EDUCATION	SF	501(C)(3)	N/A	STANFORD	Yes
(13)STANFORD UNIVERSITY BOOKSTORE BLDG 60 MAIN QUAD NO 105 STANFORD,CA94305 94-0894150	SUPPORT	CA	501(C)(3)	12A, I	STANFORD	Yes
(14)SU EMP BEN TRUST POST RETEMPYNT BEN 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 94-3246199	BENEFITS	CA	501(C)(9)	N/A	STANFORD	Yes
(15)THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE,WI53201 38-6841793	SUPPORT	NY	501(C)(3)	12D, III-O	STANFORD	Yes
(16)THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 30-0519583	SUPPORT	CA	501(C)(3)	12A, I	STANFORD	Yes
(17)THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 98-6078093	SUPPORT	HK	501(C)(3)	N/A	STANFORD	Yes
(18)THE STANFORD TRUST 65 HIGH STREET OXFORD OX1 46L UK	SUPPORT	UK	501(C)(3)	N/A	STANFORD	Yes
(19)UNIVERSITY HEALTHCARE ALLIANCE 7999 GATEWAY BLVD STE 300 NEWARK,CA94560 94-3192446	HEALTHCARE	CA	501(C)(3)	3	SHC	Yes
(20)VALLEYCARE MEDICAL FOUNDATION INC 5655 W LAS POSITAS BLVD 220 PLEASANTON,CA94588 26-2593526	SUPPRT SHC-VC	CA	501(C)(3)	10	HOSP CMTE LP	Yes
(21)VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE,CA94550 94-3382224	SR. FACILITY	CA	501(C)(3)	12A, I	HOSP CMTE LP	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2017

Page 2

Schedule R (Form 990) 2017

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Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) ADOM PARTNERS LP 590 MADISON AVENUE 27TH FLOOR NEW YORK,NY10022 81-3083288	INVESTMENTS	DE	NA
(2) ALBUS SELECT FUND LP 750 MENLO AVENUE MENLO PARK,CA94025 81-2064357	INVESTMENTS	DE	NA
(3) CANARY SC FUND LP 399 PARK AVENUE NEW YORK,NY10022 47-5662144	INVESTMENTS	DE	NA
(4) CANARY SC MASTER FUND LP 89 NEXUS WAY CAMANA BAY GRAND CAYMAN KY1-9009 CA 98-1267847	INVESTMENTS	CJ	NA
(5) CARLSBAD CO-INVEST LP 51 JOHN F KENNEDY PARKWAY SUITE 2 SHORT HILLS,NJ07078 47-1702425	INVESTMENTS	DE	NA
(6) CEE EQUITY HOLDINGS LP JTC HOUSE 28 ESPLANADE ST HELIER JERSEY JE4 2QP JE	INVESTMENTS	JE	NA
(7) CLAIRVUE CAPITAL PARTNERS II-TE 1 LP TWO EMBARCADERO CENTER SUITE 480 SAN FRANCISCO,CA94111 80-0909516	INVESTMENTS	DE	NA
(8) CLAIRVUE CAPITAL PARTNERS II-TE 2 LP TWO EMBARCADERO CENTER SUITE 480 SAN FRANCISCO,CA94111 80-0909556	INVESTMENTS	DE	NA
(9) EZP OPPORTUNITY LP 635 KNIGHT WAY STANFORD,CA943057297 81-4562962	INVESTMENTS	DE	NA
(10) FORTRESS IW COINVESTMENT (FUND B) LP 1345 AVE OF THE AMERICAS 45TH FL NEW YORK,NY10105 98-0509639	INVESTMENTS	CJ	NA
(11) FOUR CROSSINGS INSTITUTIONAL PARTNERS V ONE MARITIME PLAZA SUITE 200 SAN FRANCISCO,CA94111 81-4323705	INVESTMENTS	DE	NA
(12) FOXLANE LP 410 E WATER STREET SUITE 888 CHARLOTTESVILLE,VA22902 81-3314647	INVESTMENTS	DE	NA
(13) HHBG-II Investment LP 89 NEXUS WAY CAMANA BAY PO BOX 31 GRAND CAYMAN KY1-9009 CA	INVESTMENTS	CJ	NA
(14) KEB INVESTORS II LP WASHINGTON MALL STE 304 7 REID ST HAMILTON HM 11 BD	INVESTMENTS	BD	NA
(15) LSF V DHB HOLDINGS LP 2711 N HASKELL AVE STE 1700 DALLAS,TX75204 27-2858604	INVESTMENTS	DE	NA
(16) OLIFANT FUND LTD 635 KNIGHT WAY STANFORD,CA94305	INVESTMENTS	CJ	NA
(17) OUTLAWS CASINO LTD 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 84-1457498	HOLDING COMPANY	CO	NA
(18) PALO ALTO LP 13 CASTLE STREET ST HELIER JERSEY JE 98-1126622	INVESTMENTS	JE	NA
(19) RMS FOREST GROWTH II LP 31 INVERNESS CENTER PARKWAY STE 36 BIRMINGHAM,AL35242 20-0841908	INVESTMENTS	CA	NA
(20) SANDOVAL LP 635 KNIGHT WAY STANFORD,CA943057297 37-1873346	INVESTMENTS	DE	NA
(21) SANDPIPER FUND LP 2000 MCKINNEY AVE STE 2125 DALLAS,TX75201 26-0341626	INVESTMENT	TX	NA
(22) SAROFIM MULTIFAMILY PARTNERS LP 8115 PRESTON RD ST400 DALLAS,TX75225 20-1929002	RE DEVELOPMENT	TX	NA
(23) SCP REAL ASSETS FUND (A) LP 2498 SAND HILL RD MENLO PARK,CA94025 20-3949682	INVESTMENTS	DE	NA
(24) SEQUOIA MFM OPERATING COMPANY LLC 770 WELCH ROAD LPCH- ADMIN MC5551 PALO ALTO,CA94304 47-5060529	MFM PROGRAM	CA	NA
(25) SIC SNOWCREEK VIII LLC 635 KNIGHT WAY STANFORD,CA94305 27-5431605	RE DEVELOPMENT	CA	NA
(26) SP SMC PARTNERS LLC PO BOX 5377 NEW YORK,NY10185 47-3103791	INVESTMENTS	DE	NA
(27) STANFORD EMANUEL RADIATION ONCOLOGY CENT 825 DELBON AV TURLOCK,CA95382 20-8885091	RADIOLOGY	CA	SHC	RELATED	3,131,180	9,501,782		No	0		No	60.000 %
(28) STANFORD PET-CT LLC 300 PASTEUR DR MC 5555 STANFORD,CA94305 61-1423414	MED. DIAGNOST	CA	SHC	RELATED	8,583,783	10,604,260		No	0	Yes		50.000 %
(29) STANFORD-STARTX FUND LLC 485 BROADWAY MAIL CODE 8838 REDWOOD CITY,CA94063 46-4297719	INVESTMENTS	DE	NA	EXCLUDED	307,726	63,804,982		No	0		No	33.333 %
(30) SUMIT HOLDING INTERNATIONAL LLC 1400 PAGE MILL ROAD MC5713 PALO ALTO,CA94304 26-3934706	HOLDING COMPANY	DE	SHC	RELATED	-1,885,785	41,729,132		No	0		No	82.000 %
(31) TESSERA IONIC LP 635 KNIGHT WAY STANFORD,CA943057297	INVESTMENTS	DE	NA
(32) VEDA INVESTORS FUND LP ONE FAWCETT PL GREENWICH,CT06830 81-1810345	INVESTMETNS	DE	NA
(33) VERMILION PEAK MASTER FUND 635 KNIGHT WAY STANFORD,CA943057297	INVESTMENTS	DE	NA
(34) WINTER ROCK ALTERNATIVE CREDIT MASTER L PO BOX 10008 WILLOW HOUSE CRICKET GRAND CAYMAN KY1-1001 CJ 94-1141686	INVESTMENTS	CJ	NA
(35) WOLFF REAL ESTATE PARTNERS III A LP 6710 E CAMELBACK ROAD SUITE 100 SCOTTSDALE,AZ85251 47-4780701	INVESTMENTS	DE	NA

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets		Yes	No
(1) ALPINE CHALET INC PO BOX 9988 SOUTH LAKE TAHOE,CA96158 94-1556099	SKI LODGE	CA	NA	C CORP
(2) BIENVILLE ARGENTINA OPPS OFFSHORE FUND 405 LEXINGTON AVE 34TH FLOOR NEW YORK,NY10174	INVESTMENTS	CJ	NA	C CORP
(3) BISHOP ROCK OPPORTUNITY OFFSHORE FUND LT 635 KNIGHT WAY STANFORD,CA94305	INVESTMENTS	CJ	NA	C CORP
(4) BREP VII Alberta Feeder (Offshore) TE7 635 KNIGHT WAY STANFORD,CA94305 98-1066351	INVESTMENTS	CA	NA	C CORP
(5) BREP VII Alberta Feeder (Offshore) TE7- 635 KNIGHT WAY STANFORD,CA94305 98-1066355	INVESTMENTS	CA	NA	C CORP
(6) CANARY SC FUND LTD 89 NEXUS WAY CAYMANA BAY GRAND CAYMAN KY1-9009 CJ 98-1268195	INVESTMENTS	CJ	NA	C CORP
(7) CLAT (16)	CHARITABLE TR	CA	NA	TRUST
(8) CRT (552)	CHARITABLE TR	CA	NA	TRUST
(9) EAST SAIL C/O INTL FS INC IFS COURT TWENTYEIGHT CYBERCITY EBENE MP	INVESTMENTS	MP	NA	C CORP
(10) GAVEA INVESTMENT FUND II-C LP PO BOX 896GT HARBOUR CENTRE GEORGE TOWN CJ 98-0537952	INVESTMENTS	CJ	NA	C CORP
(11) HHBG SF Limited 635 KNIGHT WAY STANFORD,CA94305	REAL ESTATE	CA	NA	C CORP
(12) KAIZEN FUND 2ND FL MIDTOWN PLAZA PO BOX 448 GRAND CAYMAN KY1-1106 CJ	INVESTMENTS	CJ	NA	C CORP
(13) LS ALBERTA III LP C/O JE ROBERT COS 1650 TYSON BLVD MCLEAN,VA22102 98-0493425	INVESTMENTS	CA	NA	C CORP
(14) OTHER (5)	CHARITABLE TR	CA	NA	TRUST
(15) PIF (2)	CHARITABLE TR	CA	NA	TRUST
(16) PROFESSIONAL EXCHANGE ASSURANCE COMPANY 201 MERCHANT STREET SUITE 2400 HONOLULU,HI96813 90-0897686	INSURANCE	HI	NA	C CORP
(17) SBFF LTD PO BOX 1344 GEORGE TOWN KY1-1108 CJ	INVESTMENTS	CJ	NA	C CORP
(18) SEA SMOKE FUND LLC 190 ELGIN AVENUE GEORGE TOWN KY 9005 CJ	INVESTMENTS	DE	NA	C CORP
(19) SEA SMOKE FUND LTD 635 KNIGHT WAY STANFORD,CA943057297	INVESTMENTS	CJ	NA	C CORP
(20) STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) 5275TH FLBLDG CACADEMY SOUTH RD BEIJING CH	EDUCATION	CH	NA	C CORP
(21) STANFORD IN JAPAN GODO KAISHA DOSHISHA UNIVERSITY MEITOKUKAN-NAI KYOTOSHI JA	EDUCATION	JA	NA	C CORP
(22) STANFORD INDIA PVT LTD 333 3RD FLOOR DEVIKA TOWER 6 NEH DELHI IN	EDUCATION	IN	NA	C CORP
(23) STANFORD INTL MEDICAL SERVICES RAK FZE PO BOX 56500 AE	PATIENT SRVC	AE	NA	C CORP	0	0	100.000 %	Yes
(24) STANFORD MEDICINE INTL (HONG KONG) CO LT 833 CHEUNG SHA WAN ROAD KOWLOON HK	PATIENT SRVC	HK	NA	C CORP	0	0	100.000 %	Yes
(25) STANFORD SGGS EUROPE INC UGLAND HOUSE S CHURCH ST PO BOX 3 GEORGE TOWN CJ 13-1684331	INVESTMENTS	CJ	NA	C CORP
(26) STANFORD UNIV MED NETWORK RISK AUTHORITY 1400 PAGE MILL RD MSC 5713 PALO ALTO,CA94304 46-1132002	RISK MGMT CON	CA	NA	C CORP
(27) STRUCTURED SERVICING HOLDINGS (OFFSHORE) 87 MARY STREET GEORGE TOWN KY1-9002 CJ	INVESTMENTS	CJ	NA	C CORP
(28) THE RUBRUM FUND PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ	INVESTMENTS	CJ	NA	C CORP
(29) VERMILION PEAK FUND 635 KNIGHT WAY STANFORD,CA943057297	INVESTMENTS	CJ	NA	C CORP
(30) WINTER ROCK ALTERNATIVE CREDIT I LP PO BOX 10008 WILLOW HOUSE CRICKET GRAND CAYMAN KY1-1001 CJ 98-1140761	INVESTMENTS	CJ	NA	C CORP

Schedule R (Form 990) 2017

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Schedule R (Form 990) 2017

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

Yes

g Sale of assets to related organization(s) ............................

Yes

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SUMIT HOLDING INTERNATIONAL LLC	F	4,182,000	BOOK
(2) SUMIT HOLDING INTERNATIONAL LLC	R	10,711,983	BOOK
(3) LPCH	L	84,279,710	FMV
(4) LPCH	M	607,965	FMV
(5) LPCH	N	3,437,550	FMV
(6) LPCH	O	33,724,945	FMV
(7) LPCH	Q	12,604,963	COST
(8) LPCH	S	2,068,019	COST
(9) UNIVERSITY HEALTHCARE ALLIANCE	B	45,069,622	BOOK
(10) UNIVERSITY HEALTHCARE ALLIANCE	L	9,152,158	COST
(11) UNIVERSITY HEALTHCARE ALLIANCE	P	47,939,388	COST
(12) UNIVERSITY HEALTHCARE ALLIANCE	Q	18,479,526	COST
(13) UNIVERSITY HEALTHCARE ALLIANCE	S	22,340,747	COST
(14) HOSPITAL COMMITTEE FOR THE L-P AREAS	A	2,123,325	COST
(15) HOSPITAL COMMITTEE FOR THE L-P AREAS	P	15,597,393	COST
(16) HOSPITAL COMMITTEE FOR THE L-P AREAS	Q	29,886,740	COST
(17) HOSPITAL COMMITTEE FOR THE L-P AREAS	R	54,527,634	COST
(18) HOSPITAL COMMITTEE FOR THE L-P AREAS	S	2,070,000	COST
(19) STANFORD HEALTH CARE ADVANTAGE	B	14,800,000	BOOK
(20) STANFORD HEALTH CARE ADVANTAGE	L	8,887,463	COST
(21) STANFORD HEALTH CARE ADVANTAGE	O	349,394	COST
(22) STANFORD HEALTH CARE ADVANTAGE	Q	522,661	COST
(23) STANFORD HEALTH CARE ADVANTAGE	S	5,224,962	COST
(24) SEROC	C	1,800,000	COST
(25) SEROC	Q	1,030,131	COST

Schedule R (Form 990) 2017

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Schedule R (Form 990) 2017

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Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2017

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Schedule R (Form 990) 2017

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Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation
SCHEDULE R, PART IV, LINE 5	CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 6	CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 5	OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 6	POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.

Schedule R (Form 990) 2017

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