Instrumentl eFile Render
Object ID: 202121959349301672 - Rendered 2024-05-03
TIN: 58-0566256
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
19
Open to Public Inspection
Name of the organization
Emory University
Employer identification number
58-0566256
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)
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
881,110
3,571,173
EMORY UNIVER
(2)
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
26-1718943
INVESTMENTS
GA
8,033
232,159
EMORY UNIVER
(3)
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
27-1119602
HEALTHCARE
GA
-2,429
227,094
EMORY UNIVER
(4)
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
45-4889158
INVESTMENTS
GA
10,252
0
EMORY UNIVER
(5)
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
HEALTH CLAIMS
GA
0
0
EMORY UNIVER
(6)
EUEP LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
REAL ESTATE
GA
853,890
40,093,185
EMORY UNIVER
(7)
LOTUS ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(8)
POPPY ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(9)
ORCHID ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(10)
MAGNOLIA ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(11)
CLOVER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(12)
LAVENDER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(13)
JASMINE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(14)
VIOLET ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
INVESTMENTS
GA
0
0
EMORY UNIVER
(15)
EAC SERVICES LLC
1551 SHOUP COURT
ATLANTA
,
GA
30322
82-4732084
EDUCATION
GA
-122,894
404,821
EMORY UNIVER
(16)
EUMI LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
REAL ESTATE
GA
101,942
8,044,791
EMORY UNIVER
(17)
Emory International LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
Global
GA
14
14
EMORY UNIVER
(18)
Emory Global LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-0566256
Global
GA
1,393
1,346
EMORY UNIVER
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)
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVE
ATLANTA
,
GA
30322
58-1537752
MED MGMT
GA
501(c)(3)
10
NA
Yes
(2)
EMORY HEALTHCARE INC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-2137993
MED MGMT
GA
501(c)(3)
Type I
NA
Yes
(3)
THE EMORY CLINIC INC
1365 CLIFTON ROAD
ATLANTA
,
GA
30322
58-2030692
HEALTHCARE
GA
501(c)(3)
10
NA
Yes
(4)
EMORY MEDICAL LABORATORIES INC
1364 CLIFTON ROAD NE
ATLANTA
,
GA
30322
01-0553460
MD CARE PRACT
GA
501(c)(3)
3
EMORY HEALTHCARE INC
Yes
(5)
WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROAD
ATLANTA
,
GA
30322
58-1529366
HEALTHCARE
GA
501(c)(3)
3
EMORY HEALTHCARE INC
Yes
(6)
EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
58-2298500
HEALTHCARE
GA
501(c)(3)
10
EMORY HEALTHCARE INC
Yes
(7)
EMORY INNOVATIONS INC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
45-5372942
RESEARCH
GA
501(c)(3)
Type I
NA
Yes
(8)
EMORYSAINT JOSEPH'S INC
1440 CLIFTON ROAD NE
ATLANTA
,
GA
30322
45-2721833
HEALTHCARE
GA
501(c)(3)
4
EMORY HEALTHCARE INC
Yes
(9)
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE DUNWOODY RD
ATLANTA
,
GA
30342
58-0566257
HOSPITAL
GA
501(c)(3)
3
EMORYST JOS
Yes
(10)
DeKalb Regional Health System Inc
2701 N Decatur Rd
Decatur
,
GA
30033
58-2034958
MED MGMT
GA
501(c)(3)
Type I
EMORY HEALTHCARE INC
Yes
(11)
Decatur Health Resources Inc
2675 N Decatur Rd
Decatur
,
GA
30033
58-2081599
HEALTHCARE
GA
501(c)(3)
3
DeKalb Regional Health System Inc
Yes
(12)
DeKalb Medical Center Inc
2701 N Decatur Rd
Decatur
,
GA
30033
58-1966795
HEALTHCARE
GA
501(c)(3)
3
DeKalb Regional Health System Inc
Yes
(13)
DeKalb Medical Center Foundation Inc
2701 N Decatur Rd
Decatur
,
GA
30033
58-1024605
Fundraising
GA
501(c)(3)
Type I
DeKalb Regional Health System Inc
Yes
(14)
LUTHER C FISCHER FOUNDATION
550 PEACHTREE ST
ATLANTA
,
GA
30308
58-1052508
SUPPORTING ORG
GA
501(c)(3)
Type I
NA
Yes
(15)
EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE ST
ATLANTA
,
GA
30308
58-6035386
SUPPORT
GA
501(c)(3)
10
NA
No
(16)
Emory Childrens Pediatric Institute Inc
2015 UPPER GATE DRIVE NE
ATLANTA
,
GA
30322
58-1692698
SUPPORTING ORG
GA
501(c)(3)
Type I
NA
No
(17)
LETTIE PATE EVANS FOUNDATION INC
191 PEACHTREE ST NE STE 3540
ATLANTA
,
GA
30303
23-7282939
SUPPORTING ORG
GA
501(c)(3)
Type III-O
NA
No
(18)
M L SIMPSON FOUNDATION TRUST
1862 INDEPENDENCE SQUARE
ATLANTA
,
GA
30338
58-6418299
SUPPORTING ORG
GA
501(c)(3)
Type I
NA
No
(19)
ROBERT W WOODRUFF HEALTH SCIENCES CENTER
191 PEACHTREE ST NE STE 3540
ATLANTA
,
GA
30303
58-2229271
SUPPORTING ORG
GA
501(c)(3)
Type I
NA
No
(20)
EMORY UNIVERSITY POST-RETIREMENT BENEFIT
1599 CLIFTON ROAD NE
ATLANTA
,
GA
30322
58-2087692
VEBA
GA
501(c)(9)
NA
No
(21)
EMORY HEALTHCARE POST-RETIREMENT BENEFIT
1440 CLIFTON ROAD NE
ATLANTA
,
GA
30322
90-0180674
VEBA
GA
501(c)(9)
EMORY HEALTHCARE INC
No
(22)
EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NE
ATLANTA
,
GA
30322
02-0689035
DB PLAN
GA
501(c)(9)
EMORY HEALTHCARE INC
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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)
ES REHABILITATION LLC
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
46-3808276
HEALTHCARE
GA
EMORY HEALTH
Excluded
3,055,683
13,044,695
No
No
51 %
(2)
THL CREDIT DIRECT LENDING COIN
100 FEDERAL ST 31ST FLOOR
BOSTON
,
MA
02110
32-0510874
INVESTMENTS
DE
THL CREDIT DIR
N/A
2,058,112
19,563,369
No
-7,340
No
100 %
(3)
Segra Resource Onshore Partners LP
1845 Woodall Rodgers Fwy
Dallas
,
TX
75201
35-2583377
INVESTMENTS
DE
Segra Global Management LLC
N/A
-7,170,603
27,829,397
No
-270,162
No
58 %
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)
CLIFTON CASUALTY INSURANCE COMPANY LTD
PO BOX 1159
878 WEST BAY RD
GRAND CAYMAN
CJ
84-0825711
CAPTIVE INSURANCE
CJ
EMORY HEALTH
C Corporation
-21,700,469
252,897,738
100 %
Yes
(2)
NORTHLAKE REGIONAL PHYSICIANS CENTER
2850 PACES FERRY ROAD SUITE 1140
ATLANTA
,
GA
30339
58-1850529
MEDICAL BLDG
GA
NA
C Corporation
207,833
209,023
96 %
Yes
(3)
CHARITABLE REMAINDER TRUSTS (41)
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
CHARITABLE TR
GA
NA
Trust
(4)
POOLED INCOME FUND (1)
201 DOWMAN DRIVE
ATLANTA
,
GA
30322
INCOME FUND
GA
NA
Trust
(5)
Madison Avenue Offshore Fund LTD
PO Box 309
Ugland House
GRAND CAYMAN
KY11104
CJ
INVESTMENTS
CJ
Madison Avenue Partners LP
C Corporation
6,458,981
58,792,551
35 %
Yes
(6)
DRHS Ventures Inc
2701 N Decatur Rd
Decatur
,
GA
30030
20-1864828
Joint Venture
GA
Emory Health
C Corporation
-88,239
234,500
100 %
Yes
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
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
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
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)
Saint Joseph's Hospital of Atlanta Inc
B
21,968,825
FMV
(2)
EMORYSAINT JOSEPH'S INC
B
17,360,242
FMV
(3)
Saint Joseph's Hospital of Atlanta Inc
R
469,019
FMV
(4)
EMORYSAINT JOSEPH'S INC
R
359,112
FMV
(5)
Emory Healthcare Inc
S
97,028,443
FMV
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference
Explanation
Schedule R, Part V SCHEDULE R, PART V
ALL TRANSFERS TO AND FROM EMORY UNIVERSITY AND RELATED ORGANIZATIONS WERE CASH TRANSACTIONS AND THEREFORE THE METHOD USED FOR DETERMINING THE AMOUNT INVOLVED WAS BASED ON U.S. DOLLARS.
Schedule R (Form 990) 2019
Additional Data
Software ID:
19010655
Software Version:
2019v5.0