Nonprofit · EIN 94-3246199
THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT
Tax-exempt · REDWOOD CITY, CA 94063
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $49,391,931 | $53,741,267 | -$4,349,336 | $331,365,542 | $2,113,439 | $329,252,103 |
| August 31, 2024 | 990 | $43,699,805 | $45,464,174 | -$1,764,369 | $317,929,799 | $1,528,799 | $316,401,000 |
| August 31, 2023 | 990 | $36,072,885 | $42,480,665 | -$6,407,780 | $282,978,274 | $2,992,784 | $279,985,490 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,241,319
- Investment income
- $17,150,612
- Net gain from sales of assets
- $8,888,086
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $51,740,709
- Compensation of officers, directors and key employees
- $50,852
- Salaries, compensation and benefits (total)
- $50,852
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $317,929,799
- Total assets, end of year
- $331,365,542
- Total liabilities, end of year
- $2,113,439
- Net assets, end of year
- $329,252,103
- Publicly traded securities
- $327,831,942
- Net assets without donor restrictions
- $329,252,103
- Gross receipts
- $145,673,805
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST | TRUSTEE Institutional trustee | 20 | $178,589 | $176,684 |
990 for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST | TRUSTEE Institutional trustee | 20 | $149,568 | $168,195 |
990 for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST | TRUSTEE Institutional trustee | 20 | $155,097 | $166,098 |
Address and contacts
- Address (IRS master file)
- 415 BROADWAY ST MSC 8442, REDWOOD CITY, CA 94063-3133
- Principal officer (990 for 2024)
- VANGUARD FIDUCIARY TRUST, 100 VANGUARD BOULEVARD, MALVERN, PA 19355
- Signed the 990
- KELLY WRIGHT, CHIEF FC&O EXECUTIVE
- Phone
- (650) 498-6259
- Return prepared by
- GRANT THORNTON ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3246199 or by the name THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 94-3246199
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $331,365,542
- Income (IRS master file)
- $145,673,805
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $49,391,931 | $53,741,267 | $331,365,542 | XML |
| 990 | August 2024 | $43,699,805 | $45,464,174 | $317,929,799 | XML |
| 990 | August 2023 | $36,072,885 | $42,480,665 | $282,978,274 | XML |
| 990 | August 2022 | $26,204,332 | $44,385,376 | $274,787,825 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3246199).
Questions about THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT
- What is the EIN of THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT?
- The employer identification number (EIN) of THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT is 94-3246199.
- Is THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT?
- The 990 for the year ended August 31, 2025 names VANGUARD FIDUCIARY TRUST.
- Who are the officers and directors of THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT?
- The 990 for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $178,589 (VANGUARD FIDUCIARY TRUST, TRUSTEE).
- How much revenue does THE STANFORD UNIVERSITY EMPLOYEE BENEFITS TRUST FOR POST RETIREMENT have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $49,391,931, expenses of $53,741,267 and total assets of $331,365,542 at year end.
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