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Object ID: 202331329349308123 - Rendered 2024-09-08
TIN: 15-0532081
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.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
Name of the organization
SYRACUSE UNIVERSITY
Employer identification number
15-0532081
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)
ORANGE INSURANCE COMPANY LLC
100 BANK ST SUITE 610
BURLINGTON
,
VT
05401
47-3844706
INSURANCE
VT
-358,671
7,635,361
SYRACUSE UNIVERSITY
(2)
SU SHERATON HOTEL & CONFERENCE CENTER
801 UNIVERSITY AVE
SYRACUSE
,
NY
13210
16-1586346
ACCOMODATIONS
NY
8,115,808
9,425,197
SYRACUSE UNIVERSITY
(3)
SU ADVANCE HOLDINGS LLC
900 SOUTH CROUSE AVE
SYRACUSE
,
NY
13244
88-2488637
INVESTMENTS
NY
0
0
SYRACUSE UNIVERSITY
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?
Yes
No
(1)
SU ALUMNI ASSOCIATION
401 UNIVERSITY PLACE
SYRACUSE
,
NY
13244
16-1431749
ALUMNI ACTIVITY
NY
501 (C) (3)
12A
SYRACUSE UNIVERSITY
Yes
(2)
SYRACUSE UNIVERSITY (USA LONDON)
48 OLD GLOUCESTER ST
LONDON
WC1N 38E
UK
EDUCATION
UK
N/A
N/A
SYRACUSE UNIVERSITY
Yes
(3)
SYRACUSE UNIVERSITY MADRID
CALLE MIGUEL ANGEL 8
MADRID
28010
SP
EDUCATION
SP
N/A
N/A
SYRACUSE UNIVERSITY
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
2
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
Yes
No
Yes
No
(1)
ORANGE VALUE FUND
721 UNIVERSITY AVE
SYRACUSE
,
NY
13244
20-4577033
INVESTMENTS
NY
SYRACUSE UNIVERSITY
EXCLUDED TAX
-148,841
3,604,195
No
No
78.560 %
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?
Yes
No
(1)
DRUMLINS INC
800 NOTTINGHAM RD
SYRACUSE
,
NY
13224
15-0516881
DINING/REC
NY
SYRACUSE UNIVERSITY
C
4,429,476
9,611,295
100.000 %
Yes
(2)
SYRACUSE IDEAS INC
254 HINDS HALL SU
SYRACUSE
,
NY
13244
46-2339155
EDUCATIONAL
NY
SYRACUSE UNIVERSITY
C
2,000
100.000 %
Yes
(3)
CHARITABLE REMAINDER ANNUITY TRUST - 1
CRAT
NY
SYRACUSE UNIVERSITY
T
Yes
(4)
CHARITABLE REMAINDER UNITRUST - 4
CRUT
NY
SYRACUSE UNIVERSITY
T
Yes
(5)
CHARITABLE REMAINDER TRUST - 1
CRT
NY
SYRACUSE UNIVERSITY
T
Yes
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
No
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
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
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)
DRUMLINS INC
P
303,325
COST
(2)
DRUMLINS INC
R
851,643
COST
(3)
DRUMLINS INC
K
84,826
COST
(4)
DRUMLINS INC
M
336,974
COST
(5)
DRUMLINS INC
A
11,635
COST
(6)
SU LONDON USA
R
7,044,913
COST
(7)
SU MADRID
R
2,152,371
COST
(8)
CRT
S
146,983
COST
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
4
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(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?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2021
Additional Data
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