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TIN: 02-0222111
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.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
16
Open to Public Inspection
Name of the organization
Trustees of Dartmouth College
Employer identification number
02-0222111
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)
Tuck Capital Partners Management LLC
100 Tuck Hall
Hanover
,
NH
03755
47-5516892
Investments
NH
Trustees of Dartmouth College
(2)
TuckDEN Ventures Management LLC
100 Tuck Hall
Hanover
,
NH
03755
47-5535191
Investments
NH
Trustees of Dartmouth College
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)
Dartmouth Educational Loan Corporation
7 Lebanon St Suite 302
Hanover
,
NH
03755
02-0362923
Educational Loans
NH
501(c)(3)
Line 12a, I
Trustees of Dartmouth College
Yes
(2)
Centerra Marketplace Inc
7 Lebanon St Suite 302
Hanover
,
NH
03755
04-3369425
Real Estate Holding
NH
501(c)(25)
Trustees of Dartmouth College
Yes
(3)
Seven Lebanon Street Inc
7 Lebanon St Suite 302
Hanover
,
NH
03755
02-0514301
Real Estate Holding
NH
501(c)(25)
Trustees of Dartmouth College
Yes
(4)
South Street Downtown Holdings Inc
7 Lebanon St Suite 302
Hanover
,
NH
03755
02-0518373
Real Estate Holding
NH
501(c)(25)
Trustees of Dartmouth College
Yes
(5)
Foundation for Jewish Life at Dartmouth
7 Lebanon St Suite 302
Hanover
,
NH
03755
02-0486238
Real Estate Holding
NH
501(c)(2)
Trustees of Dartmouth College
Yes
(6)
Hamden Assurance Risk Retention Group Inc
30 Main Street Suite 330
Burlington
,
VT
05401
20-8530788
Insurance
VT
501(c)(3)
Line 12a, I
Dartmouth-Hitchcock Clinic
No
(7)
Dartmouth College Trust
7 Lebanon St Suite 302
Hanover
,
NH
03755
Fundraising
UK
Trustees of Dartmouth College
Yes
(8)
The Dartmouth Educational Association
3 Stoneview Lane
Sharon
,
MA
02067
04-6045227
Educational Loans
MA
501(c)(3)
Line 12c, III-FI
N/A
No
(9)
Dartmouth-Hitchcock Medical Center
One Medical Center Drive
Lebanon
,
NH
037560001
22-2715483
Health Care Administration
NH
501(c)(3)
Line 12a, I
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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)
Sarofim Multifamily Partners II LP
8115 Preston Rd Suite 400
Dallas
,
TX
75225
20-8782507
Real Estate Investment
TX
N/A
Investment
1,296,142
-5,083,845
No
No
50.130 %
(2)
Tuck Capital Partners LP
100 Tuck Hall
Hanover
,
NH
03755
38-3983593
Investments
NH
Trustees of Dartmouth College
Exempt
No
Yes
99.000 %
(3)
TuckDEN Ventures LP
100 Tuck Hall
Hanover
,
NH
03755
30-0887557
Investments
NH
Trustees of Dartmouth College
Exempt
No
Yes
99.000 %
(4)
TPH Midstream Opportunities Fund LP
27 Hospital Rd Walker Corp Ltd
George Town
,
Grand Cayman
KY1-9008
CJ
47-5277851
Investments
CJ
N/A
Investment
489,198
51,925,234
No
No
69.990 %
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)
Charitable Remainder Unitrusts (91)
Fundraising/Development
NH
Trustees of Dartmouth College
T
No
(2)
Pooled Income Funds (3)
Fundraising/Development
NH
Trustees of Dartmouth College
T
No
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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
Yes
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
No
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
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
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
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
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)
Dartmouth Educational Loan Corporation
A
2,102,100
Cost
(2)
Dartmouth Educational Loan Corporation
R
2,741,454
Cost
(3)
Dartmouth Educational Loan Corporation
L
288,921
Cost
(4)
Dartmouth Educational Loan Corporation
Q
123,605
Cost
(5)
Foundation for Jewish Life at Dartmouth
L
90,783
Cost
(6)
Foundation for Jewish Life at Dartmouth
S
79,701
Cost
(7)
Foundation for Jewish Life at Dartmouth
R
174,075
Cost
(8)
Seven Lebanon Street Inc
K
1,413,327
Cost
(9)
Seven Lebanon Street Inc
L
132,281
Cost
(10)
South Street Downtown Holdings Inc
L
197,870
Cost
(11)
South Street Downtown Holdings Inc
K
253,353
Cost
(12)
South Street Downtown Holdings Inc
S
350,000
Cost
(13)
Centerra Marketplace Inc
S
4,165,049
Cost
(14)
TPH Midstream Opportunities Fund
B
50,000,000
Cost
(15)
Charitable Remainder Trusts(7)
S
2,595,534
Cost
(16)
Dartmouth College Trust
C
176,917
Cost
(17)
Sarofim Multifamily Partners II LP
S
3,500,000
Cost
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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) 2016
Schedule R (Form 990) 2016
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
Part IV, Charitable Remainder Trusts and Pooled Income Funds
Dartmouth College controls a total of 91 Charitable Remainder Trusts and 3 Pooled Income Funds, all domiciled in the State of New Hampshire.
Schedule R (Form 990) 2016
Additional Data
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