Collection Contents
Accession ARCH-2004-187 Records
Note
- Photographs: results of Encina Hall attic fire circa 1972
- Livingston and Blayney, Stanford University Land Use Policy/Plan, 1971
Ford Foundation Reports [note regarding location of]
Uniform Management of Institutional Funds [general]
Uniform Management of Institutional Funds Act – Statute current (Adams #1121)
Uniform Management of Institutional Funds Act – Statute (Adams #1122) -1973
Uniform Management of Institutional Funds Act – reporting requirements (Adams #1123)
Uniform Management of Institutional Funds Act – Stanford implementation (Adams #1124)
Uniform Management of Institutional Funds Act – Stanford reports (Adams #1125)
Miscellaneous: Stanford Management Company
Miscellaneous: Historical Data
Miscellaneous: Documents
Endowment payment (Adams' files) 1977-81
Financing: Internal Endowment Payout: Background (Adams #1215)
Financing: Internal Endowment Payout: 5-yr income forecast (Adams #1217)
Financing: Internal Long-range Forecasts: Merged pool and EPF Payout: (Adams #1218)
Venture Distribution Policies (Adams #1382)
Internal Interest Rates on Advances of Funds (Adams #1219)
Extra copies of Parachini files [Victor M. Parachini, Capital Guardian Trust Co.] 1976-86
Hoover Institution (Adams #1325)
Hoover Investment Issues (Adams #1326)
DAPER Investment Pool (Adams #1321)
Other endowments: Harvard (Adams #1221)
Other endowments: Yale (Adams #1222)
Other endowments: California (Adams #1223)
Endowments generally, principally other institutions (Adams #1211)
Notebook: History of the Evolution of the Stanford Endowment 1903-2003. Archival Notes and Commentary. Robert R. Augsburger 2004 Sep
Admin: Department: SUIMO (209 Hamilton, PA): general (Adams #6361)
Real Estate, general (1 of 2)
Real Estate, general (2 of 2)
Real Estate: Gen/Policy: general correspondence (Adams #7111)
Real Estate: Tax advantage financing – sale-leasebacks (Adams #7123)
Real Estate: Tax and legal issues (Adams #7124)
Real Estate: Gen/Policy: Leasing – land lease guidelines (Adams #7131)
Real Estate: Gen/Policy: Leasing – Leasing and lease extension analysis (Adams #7133)
Real Estate: Stanford Shopping Center (SSC) – general (Adams #7241)
Real Estate: Stanford Shopping Center (SSC) – renovation (Adams #7242)
Real Estate: Stanford Shopping Center (SSC) – final phases (Adams #7243)
Real Estate: Stanford Shopping Center (SSC) – theaters (Adams #7244)
Real Estate: Alpine Chalet – audit reports (Adams #7251)
Real Estate: Alpine Chalet - general (Adams #7252)
Real Estate: Out Properties – report to Trustees (Adams #7212)
Option Writing – research, proposals and related materials (Adams #3251) 1973-81
Option Writing – research, proposals and related materials (Adams #3251) 1973-81
[Risk] Arbitrage Background (Adams #3211)
Investment Management Cost Allocation (Adams #3152)
ACCOUNT/TAX: Taxation: Legislation - Unrelated Business Income (Adams # 5424)
ACCOUNT/TAX: Endowment: General/Policy – general (Adams #5211)
Insurance and Risk Management Reports 1980-84
Advisory Task Force on Retirement Plan Alternatives. Final Report May 1977
Stanford Business School Trust Fund (Adams #1451)
Archival Materials (copies of documents with Augsburger's notes & analysis) 1903-1975
Archival Materials (copies of documents with Augsburger's notes & analysis) 1976-1997
Archival Materials (copies of documents with Augsburger's notes & analysis) 1998-2002
Archival Materials (copies of documents with Augsburger's notes & analysis) 1998-2002
Archival Materials (copies of documents with Augsburger's notes & analysis) 1998-2002
Annual Reports 1920s
Annual Reports 1930s
Annual Reports 1940s
Annual Reports 1950s
Annual Reports 1960s
Annual Reports 1970s
Annual Reports 1981-1990
Annual Reports 1991-2000
Annual Reports 2001
Annual Reports, extra copies
Quarterly Financial Reports 1975-1988
Stanford University Investment Performance Summary As of December 31, 1976 (Becker Securities Corporation)
Facilities Plan and Capital Funding Forecast 1975 to 1980 (March 1975)
Facilities Plan and Capital Funding Forecast 1976 to 1981 (April 1976)
Facilities Plan and Capital Funding Forecast 1977 to 1982 (May 1977)
"Constrained Maximization of a University Preference Function" by William F. Massy and David S. P. Hopkins. Academic Planning Office Feb. 1975
"Long-run Financial Equilibrium Calculations for Stanford's Operating Budget," by William F. Massy and David S. P. Hopkins. Academic Planning Office, Sept. 1974
"A Dynamic Equilibrium Model for University Budgeting," by William F. Massy, Academic Planning Office Oct. 1974
"A Model for Planning the Transition to Equilibrium of a University Budget," by David S. P. Hopkins and William F. Massy, Academic Planning Office Dec. 1974
"Planning Models for Top Administrators in Colleges and Universities," by William F. Massy, Academic Planning Office Jan. 1974
"Stanford University Energy Management and Conservation Program; a report to the Board of Trustees" April 1977
Final Report Palo Alto-Menlo Park Area Transportation Project by the PAMTRANS Study Group, James V. Jucker, Director Nov. 1975
Accession ARCH-2004-246 Records
Augsburger, Robert, "Evolution of an Endowment--100 Years of Trusteeship" 2003 May
Swenson, David, Pioneering Portfolio Management (New York: The Free Press) 2000
1.1 National Association of College and University Business Officers (NACUBO), Endowment Study 2002
1.2 Dengler, Herb, leading tour of local land trust staff at Jasper Ridge 1986 Apr 11
1.3 Steer, Stanley on Al Mauspeaker; John Packar 2001 May 6; Apr 24
1.4 Parachini, Vic 2001 May 30
1.5 Dennis, Reid 2003 Mar 12
1.6 Dennis, Reid 2003 Mar 14
1.7 Dengler, Herb, leading tour of local land trust staff at Jasper Ridge
Accession ARCH-2005-192 Records
Note
Ford Foundation Endowment Papers ["Investment Management for Endowed Institutions," 2001, and "Measuring Investment Results by the Unit Method"]
Original Stanford Endowment
Endowment income
Market Value – Endowment Assets 1903-2002
Endowment Book to Market 1903-2002
Limited Partnerships 1980-2002
Real Estate
Excel files for above spreadsheets