2025-07-15T09:26:50-05:00 2024-08-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2023-09-01 943246199 STANFORD UNIVERSITY TRUST FOR POST RETIREMENT & POST EMPLOYMENT BENEFITS STAN 6504986259 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 SUPRIYA PAI TAX DIRECTOR 6504986259 2025-07-14 1 1 ERIN COUTURE P01390592 6177237900 2025-06-19 2023 2025-03-06 01:10:19Z VANGUARD FIDUCIARY TRUST 100 VANGUARD BOULEVARD MALVERN PA 19355 85233082 0 X NONE X 1994 CA THE ORGANIZATION PROVIDES POST-RETIREMENT AND POST-EMPLOYMENT, MEDICAL, DENTAL, LIFE INSURANCE AND OTHER COVERAGES FOR STANFORD'S RETIREES, DISABLED FORMER EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 1 0 0 0 0 0 0 0 27496860 30409294 8576025 13290511 0 0 36072885 43699805 0 0 40725937 43614096 148583 164071 0 0 0 1606145 1686007 42480665 45464174 -6407780 -1764369 282978274 317929799 2992784 1528799 279985490 316401000 X THE ORGANIZATION IS A TRUST AND HOLDS INVESTMENTS AND PAYS BENEFITS FOR THE STANFORD'S POST-RETIREMENT AND POST-EMPLOYMENT BENEFIT PLANS. IT PROVIDES POST-RETIREMENT AND POST-EMPLOYMENT MEDICAL, DENTAL, LIFE INSURANCE AND OTHER COVERAGES FOR STANFORD'S RETIREES, DISABLED FORMER EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 THE ORGANIZATION PROVIDES POST-RETIREMENT AND POST-EMPLOYMENT, MEDICAL, DENTAL, LIFE INSURANCE AND OTHER COVERAGES FOR STANFORD'S RETIREES, DISABLED FORMER EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 CA X SUPRIYA S PAI 6504986259 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 VANGUARD FIDUCIARY TRUST TRUSTEE 20.00 20.00 X 149568 168195 0 149568 168195 0 0 0 0 0 CALIFORNIA PHYSICIANS SERVICE (AKA BLUE 50 BEALE SAN FRANCISCO CA 94105 BENEFITS ADMIN 1301898 DELTA 100 1ST STREET M/S 6D SAN FRANCISCO CA 94105 BENEFITS ADMIN 182275 VITA 419 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 BENEFITS ADMIN 130959 3 EMPLOYEE CONTRIBUTIONS 900099 21231654 21231654 EMPLOYER CONTRIBUTIONS 900099 9177640 9177640 30409294 8566187 8566187 46257601 41533277 4724324 4724324 4724324 43699805 30409294 0 13290511 43614096 164071 1686007 45464174 3477881 3530255 279500393 314399544 282978274 317929799 2992784 1528799 2992784 1528799 X 279985490 316401000 279985490 316401000 282978274 317929799 -1764369 38179879 0 X 0 1 X 1 0 0 X 81879684 38179879 38179879 43699805 0 43699805 46928159 1463985 1463985 45464174 0 45464174 PART X, LINE 2: U.S. GAAP REQUIRES THE PLAN SPONSOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. NO UNCERTAIN POSITIONS HAVE BEEN IDENTIFIED THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AUGUST 31, 2024 AND 2023. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT FOR BENEFIT CLAIMS 1,463,985. FORM 990, PART V, LINE 2 VEBA TRUST DID NOT ISSUE FORMS 1099 FOR THEIR VENDORS THAT PROVIDED PROFESSIONAL SERVICES FOR VEBA TRUST DURING FISCAL YEAR 2024. THE STANFORD UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION AND MANAGEMENT OF VEBA TRUST. FORM 990, PART VI, SECTION A, LINE 7A UNDER AN AGREEMENT WITH THE TRUSTEE, STANFORD UNIVERSITY HAS THE RIGHT TO REMOVE THE TRUSTEE AND OTHER POWERS. FORM 990, PART VI, SECTION A, LINE 7B UNDER AN AGREEMENT WITH THE TRUSTEE, STANFORD UNIVERSITY HAS THE RIGHT TO REMOVE THE TRUSTEE AND OTHER POWERS. FORM 990, PART VI, SECTION A, LINE 8B AS THE TRUST'S GOVERNING BODY CONSISTS OF 1 TRUSTEE, GOVERNANCE MATTERS ARE ADDRESSED BY THE FULL GOVERNING BODY RATHER THAN BY COMMITTEE. THE FULL GOVERNING BODY ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE TRUST'S FINANCIAL STATEMENTS AND FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION A, LINE 9 VANGUARD FIDUCIARY TRUST 100 VANGUARD BOULEVARD MALVERN, PA 19355 FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR, STANFORD UNIVERSITY TRUST FOR POST RETIREMENT AND POST EMPLOYMENT BENEFITS ("THE TRUST") HAS ITS FINANCIAL STATEMENTS AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF MOSS-ADAMS, LLP. DATA FOR THE 990 IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENTS. THE RETURN IS THEN PREPARED BY GRANT THORNTON ADVISORS LLC AND REVIEWED BY PROFESSIONALS IN STANFORD UNIVERSITY'S TAX DEPARTMENT. THE TRUSTEE IS PROVIDED WITH A COPY OF THE 990. THE FINAL VERSION IS THEN SIGNED BY STANFORD UNIVERSITY'S SENIOR DIRECTOR, FINANCIAL COMPLIANCE & OPERATIONS. FORM 990, PART VI, SECTION B, LINE 12 STANFORD UNIVERSITY REGULARLY MONITORS THE PERFORMANCE OF THE TRUSTEE AND ASSURES THAT IT IS IN COMPLIANCE WITH ALL ESTABLISHED POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS FORM 990, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 2A-14 - POLICIES THE TRUST WAS CREATED BY STANFORD UNIVERSITY TO HOLD ASSETS NECESSARY TO FUND FUTURE MEDICAL BENEFIT PAYMENTS FOR STANFORD RETIREES AND THEIR ELIGIBLE DEPENDENTS. THE TRUST ALSO FUNDS FUTURE BENEFITS FOR TERMINATED EMPLOYEES WHO HAD BEEN RECEIVING LONG-TERM DISABILITY BENEFITS BEFORE THEIR TERMINATION. ACCORDINGLY, THE TRUST CONDUCTS ITS BUSINESS IN ACCORDANCE WITH ALL POLICIES OF STANFORD UNIVERSITY, WHICH INCLUDE WRITTEN POLICIES REGARDING CONFLICT OF INTEREST, "WHISTLEBLOWERS AND DOCUMENT RETENTION AND DESTRUCTION. FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II - TRUSTEE COMP. STANFORD UNIVERSITY HAS APPOINTED VANGUARD FIDUCIARY TRUST AS THE TRUSTEE OF THIS TRUST. VANGUARD ALSO PROVIDES RETIREMENT PLAN SERVICES TO STANFORD UNIVERSITY. FORM 990, PART XII, LINE 2C - OVERSIGHT OF INDEPENDENT ACCOUNTANTS STANFORD UNIVERSITY PAYS FOR AUDITING, ACTUARIAL AND OTHER ADMINISTRATIVE SERVICES RENDERED TO THE TRUST. RESPONSIBILITY OF OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS IS DONE BY STANFORD UNIVERSITY. 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CA 501(C)(7) STANFORD 1 STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO CA 94303 941492212 CREDIT UNION CA 501(C)(1) STANFORD 1 STANFORD HABITAT CONSERVATION BOARD 415 BROADWAY REDWOOD CITY CA 94063 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD 1 STANFORD HEALTH CARE 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 946174066 HEALTHCARE CA 501(C)(3) 3 STANFORD 1 STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BUILDING 11 CAPE TOWN SF EDUCATION SF 501(C)(3) STANFORD 1 STANFORD UNIVERSITY BOOKSTORE 505 BROADWAY 6TH FLOOR MC1065 REDWOOD CITY CA 94063 940894150 SUPPORT CA 501(C)(3) 12A, I STANFORD 1 THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE WI 53201 386841793 SUPPORT NY 501(C)(3) 15 STANFORD 1 THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 300519583 SUPPORT CA 501(C)(3) 12A, I STANFORD 1 THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 986078093 SUPPORT HK 501(C)(3) STANFORD 1 THE STANFORD TRUST 65 HIGH STREET OXFORD UK OX1 46L SUPPORT UK 501(C)(3) STANFORD 1 UNIVERSITY HEALTHCARE ALLIANCE 7999 GATEWAY BLVD STE 300 NEWARK CA 94560 943192446 HEALTHCARE CA 501(C)(3) 3 SHC 1 VALLEYCARE MEDICAL FOUNDATION INC 1111 E STANLEY BLVD LIVERMORE CA 94550 262593526 SR. 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