← THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT

Form 990 for tax year 2022

Filed by THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT.

Totals

Total revenue: $36,072,885
Total expenses: $42,480,665
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $27,496,860
Investment income: $8,576,025
Other revenue: $0
Total assets, end of year: $282,978,274
Total liabilities, end of year: $2,992,784
Net assets or fund balances, end of year: $279,985,490
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

2a · Program service revenue: EMPLOYEE CONTRIBUTIONS

total $22,153,370 · related or exempt $22,153,370
2b · Program service revenue: EMPLOYER CONTRIBUTIONS

total $5,343,490 · related or exempt $5,343,490
3 · Investment income

total $7,119,504 · excluded $7,119,504
7a · Gross sales of assets other than inventory

securities $50,660,651
7b · Less cost or other basis and sales expenses

securities $49,204,130
7c · Gain or loss

securities $1,456,521
7d · Net gain or loss

total $1,456,521 · excluded $1,456,521

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $40,725,937
5 · Compensation of officers, directors and key employees

total $148,583
11f · Fees: investment management

total $1,606,145

Balance sheet

Part X, book values.

4 · Accounts receivable

beginning of year $1,610,507 · end of year $3,477,881
11 · Investments: publicly traded securities

beginning of year $273,177,318 · end of year $279,500,393
17 · Accounts payable and accrued expenses

beginning of year $1,370,139 · end of year $2,992,784
27 · Net assets without donor restrictions

beginning of year $273,417,686 · end of year $279,985,490

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

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.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Vanguard Fiduciary TrustVANGUARD FIDUCIARY TRUST

TRUSTEE

Total calculated

$321,195

From this org

$155,097

From related orgs

$166,098

Other

$0

Hours/week

20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

THE BRD OF TRUSTEES LELAND STANFORD UNIVERSITY

501(C)(3) · EDUCATION · CA
FUNDACION STANFORD UNIVERSITY EN CHILE

501(C)(3) · EDUCATION · CI · controlled entity

Directly controlled by STANFORD
STANFORD HEALTH CARE TRI-VALLEY

501(C)(3) · HOSPITAL · CA · controlled entity

Directly controlled by SHC
JAEDAN BUPIN STANFORD CENTER IN THE REPUBLIC OF KOREA

501(C)(3) · RESEARCH · KS · controlled entity

Directly controlled by STANFORD
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HOSPITAL

501(C)(3) · HEALTHCARE · CA · controlled entity

Directly controlled by LPCH
LUCILE SALTER PACKARD CHILDRENS HOSPITAL

501(C)(3) · HEALTHCARE · CA · controlled entity

Directly controlled by STANFORD
PACIFIC 12 CONFERENCE

501(C)(3) · EDUCATION · CA
PACKARD CHILDREN'S HEALTH ALLIANCE

501(C)(3) · HEALTHCARE · CA · controlled entity

Directly controlled by LPCH
SHR HOLDINGS INC

501(C)(25) · REAL ESTATE · CA · controlled entity

Directly controlled by STANFORD
STANFORD FACULTY CLUB

501(C)(7) · FAC INTERACT. · CA · controlled entity

Directly controlled by STANFORD
STANFORD FEDERAL CREDIT UNION

501(C)(1) · CREDIT UNION · CA · controlled entity

Directly controlled by STANFORD
STANFORD HABITAT CONSERVATION BOARD

501(C)(3) · CONSERVATION · CA · controlled entity

Directly controlled by STANFORD
STANFORD HEALTH CARE

501(C)(3) · HEALTHCARE · CA · controlled entity

Directly controlled by STANFORD
STANFORD PROGRAMME (CAPE TOWN) NPC

501(C)(3) · EDUCATION · SF · controlled entity

Directly controlled by STANFORD
STANFORD UNIVERSITY BOOKSTORE

501(C)(3) · SUPPORT · CA · controlled entity

Directly controlled by STANFORD
THE DUDLEY E CHAMBERS FOUNDATION

501(C)(3) · SUPPORT · NY · controlled entity

Directly controlled by STANFORD
THE FREIDENRICH SUPPORT FOUNDATION

501(C)(3) · SUPPORT · CA · controlled entity

Directly controlled by STANFORD
THE HONG KONGSU CHARITABLE TRUST

501(C)(3) · SUPPORT · HK · controlled entity

Directly controlled by STANFORD
THE STANFORD TRUST

501(C)(3) · SUPPORT · UK · controlled entity

Directly controlled by STANFORD
UNIVERSITY HEALTHCARE ALLIANCE

501(C)(3) · HEALTHCARE · CA · controlled entity

Directly controlled by SHC
VALLEYCARE MEDICAL FOUNDATION INC

501(C)(3) · SR. FACILITY · CA · controlled entity

Directly controlled by SHC TRI-VALLEY
VALLEYCARE SENIOR HOUSING

501(C)(3) · SR. FACILITY · CA · controlled entity

Directly controlled by SHC TRI-VALLEY

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

ADOM PARTNERS LP

INVESTMENTS · DE
ALBUS SELECT FUND LP

INVESTMENTS · DE
AM ENGINE HOLDINGS FUND I LP

INVESTMENTS · DE
ARCOLA VENTURE LLC

REAL ESTATE · DE
CANARY SC FUND LP

INVESTMENTS · DE
CANARY SC MASTER FUND LP

INVESTMENTS · CJ
CARLSBAD CO-INVEST LP

INVESTMENTS · DE
CERASUS FUND II CAYMAN LP

INVESTMENTS · CJ
CHP GTS BLOCKER HOLDINGS A LP

INVESTMENTS · DE
CROSSPOINT CAPITAL FUND II LP

INVESTMENTS · CA
CYPRESS MARINA HEIGHTS LLC

INVESTMENTS · CA
DGD INVESTMENT LP

INVESTMENTS · CJ
EAGLE ROCK LI HOLDINGS II LLC

INVESTMENTS · DE
EDEN RADIATION THERAPY SERVICES LLC

HEALTHCARE · CA
ER-S JV LLC

INVESTMENTS · DE
ER-S JV II LLC

INVESTMENTS · DE
ER-S INVESTOR LLC

INVESTMENTS · DE
ER-S INVESTOR II LLC

INVESTMENTS · DE
ER PROPERTIES FUND LLC

INVESTMENTS · DE
ER PROPERTIES FUND II LLC

INVESTMENTS · DE
EZP OPPORTUNITY LP

INVESTMENTS · DE
FORTRESS IW COINVESTMENT (FUND B) LP

INVESTMENTS · CJ
FOUR CROSSINGS INSTITUTIONAL PARTNERS V LP

INVESTMENTS · DE
FOXLANE LP

INVESTMENTS · DE
HHBG-II INVESTMENT LP

INVESTMENTS · CJ
KEB INVESTORS II LP

INVESTMENTS · BD
KF VERMILLION FUND LP

INVESTMENTS · DE
LSF V DHB HOLDINGS LP

INVESTMENTS · DE
OLIFANT FUND LTD

INVESTMENTS · CJ
ONCOLOGY SOLUTIONS VENTURE LLC

HEALTHCARE · CA
OUTLAWS CASINO LTD

HOLDING COMPANY · CO
SANDPIPER FUND LP

INVESTMENT · TX
SCP REAL ASSETS FUND (A) LP

INVESTMENTS · DE
SEQUOIA MFM OPERATING COMPANY LLC

MFM PROGRAM · CA
SP SMC PARTNERS LLC

INVESTMENTS · DE
STANFORD EMANUEL RADIATION ONCOLOGY CENTER LLC

RADIOLOGY · CA
STANFORD PET-CT LLC

MED. DIAGNOST · CA
STANFORD-STARTX FUND LLC

INVESTMENTS · DE
SUMIT HOLDING INTERNATIONAL LLC

HOLDING COMPANY · DE
TESSERA IONIC LP

INVESTMENTS · DE
VEDA INVESTORS FUND LP

INVESTMENTS · DE
VERMILION PEAK MASTER FUND

INVESTMENTS · CJ
WREP III A LP

INVESTMENTS · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

BREP VII ALBERTA FDR (OFFSHORE) TE7 LP

C · INVESTMENTS · CA
BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ LP

C · INVESTMENTS · CA
CANARY SC FUND LTD

C · INVESTMENTS · CJ
CLAT (13)

T · CHARITABLE TR · CA
CLUT (2)

T · CHARITABLE TR · CA
CRT (561)

T · CHARITABLE TR · CA
EAST SAIL

C · INVESTMENTS · MP
ER-S REIT LLC

C · INVESTMENTS · DE
ER-S REIT II LLC

C · INVESTMENTS · DE
GAVEA INVESTMENT FUND II-C LP

C · INVESTMENTS · CA
HHBG SF LIMITED

C · INVESTMENTS · CJ
KAIZEN FUND

C · INVESTMENTS · CJ
LS ALBERTA III LP

C · INVESTMENTS · UK
LUMINA STRATEGIC SOLUTIONS FEEDER FUND (C) LP

C · INVESTMENTS · CA
OTHER (4)

T · CHARITABLE TR · CA
PIF (2)

T · CHARITABLE TR · CA
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP

C · INVESTMENTS · CJ
PROFESSIONAL EXCHANGE ASSURANCE COMPANY

C · INSURANCE · HI
SBFF LTD

C · INVESTMENTS · CJ
SOLKATT LIMITED

C · INVESTMENTS · CJ
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)

C · EDUCATION · CH
STANFORD IN JAPAN GODO KAISHA

C · EDUCATION · JA
STANFORD INDIA PVT LTD

C · EDUCATION · IN
STANFORD MEDICINE INTL (HONG KONG) CO LT

C · PATIENT SRVC · HK
STANFORD UNIV MED NETWORK RISK AUTHORITY

C · RISK MGMT CON · CA
THE RUBRUM FUND

C · INVESTMENTS · UK
TRIVISTA FUND

C · INVESTMENTS · CJ
TVC MATSU FUND

C · INVESTMENTS · CJ
VERMILION PEAK FUND

C · INVESTMENTS · CJ
WOODBOURNE CANADA PARTNERS II - CAYMAN LP

C · INVESTMENTS · CJ

Provenance

Return type: form_990
Tax year: 2022
Filed: 27 June 2024
IRS schema version: 2022v5.0
Source object: 202411799349300026

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