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TIN: 36-2167817
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
Northwestern University
Employer identification number
36-2167817
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)
Triad WIS NWU LLC
550 N Green Bay Rd
Lake Forest
,
IL
60045
47-3504918
Investment
IL
3
5,039,981
Northwestern University
(2)
Northwestern University USA Foundation Limited
21 Holborn Viaduct
London
,
England
EC1A2DY
UK
98-1458225
Fundraising
UK
182,325
12,594
Northwestern 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)
RUBICON INSURANCE COMPANY
2020 RIDGE AVENUE
EVANSTON
,
IL
60208
36-3694409
PROVIDING MEDICAL MALPRACTICE, General/Professional/Auto Liability Insurance to the University
IL
501(c)(3)
Type II
NORTHWESTERN UNIVERSITY
Yes
(2)
STUDENTS PUBLISHING COMPANY
1999 SHERIDAN RD
EVANSTON
,
IL
60208
36-6002654
PUBLISHES STUDENT PERIODICALS
IL
501(c)(3)
Type II
N/A
No
(3)
MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY
420 E SUPERIOR ST
CHICAGO
,
IL
60611
36-2656113
COORDINATION OF MEDICAL RESIDENTS
IL
501(c)(3)
Type I
Northwestern University
Yes
(4)
THE BIG TEN CONFERENCE INC
1500 W HIGGINS RD
PARK RIDGE
,
IL
60068
36-3640583
FACILITATE QUALITY INTERCOLLEGIATE ATHLETIC COMPETITION
IL
501(c)(3)
Type II
N/A
No
(5)
COMMITTEE ON INSTITUTIONAL COOPERATION
1819 S NEIL ST
CHAMPAIGN
,
IL
61820
46-3254996
ACADEMIC CONSORTIUM TO ADVANCE MISSION OF MEMBER INSTITUTIONS
IL
501(c)(3)
Type III-O
N/A
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)
Kuramo Africa Opportunity Fund II LP
500 5th Ave 44th Fl
New York
,
NY
10110
47-3117325
Investment
NY
Northwestern University
Excluded
43,415
10,932,127
No
No
99 %
(2)
KCG 64 CI-1 LP
7121 Fairway Dr Ste 410
Palm Beach Gardens
,
FL
33418
82-3391115
Investment
FL
Northwestern University
Excluded
9,882,130
3,705,232
No
No
85.09 %
(3)
Nighthawk Partners LP
2000 MCKINNEY AVENUE SUITE 2125
Dallas
,
TX
75201
82-5246719
Investment
DE
Northwestern University
Excluded
-9,897,333
294,731,288
No
No
100 %
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 UNITRUSTSAnnuity TrustsPIF (63 7 2 respectively)
Charitable Trust
IL
NA
Trust
Yes
(2)
Bensell US Feeder LP
98-0492320
Investments
UK
Northwestern University
C Corporation
83,281
2,564,809
56.6 %
Yes
(3)
Gotham Neutral Strategies Ltd
Corporate Services Cayman Limited
190 Elgin Ave
George Town
,
Grand Cayman
KT19005
CJ
Investment
CJ
Northwestern University
C Corporation
3,597,672
142,688,791
88.57 %
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
No
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
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
Yes
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
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)
Rubicon Insurance Company
Q
2,621,994
Cash
(2)
Rubicon Insurance Company
R
2,662,605
Cash
(3)
McGaw Medical Center
J
159,347
Cash
(4)
McGaw Medical Center
M
10,264,026
Cash
(5)
McGaw Medical Center
N
550,000
Cash
(6)
McGaw Medical Center
O
156,733
Cash
(7)
McGaw Medical Center
P
184,423
Cash
(8)
McGaw Medical Center
Q
152,240
Cash
(9)
KCG 64 CI-1 LP
R
103,395
Cash
(10)
KCG 64 CI-1 LP
S
18,409,367
Cash
(11)
Kuramo Africa Opportunity Fund II LP
R
2,419,828
Cash
(12)
Bensell US Feeder LP
S
1,995,501
Cash
(13)
Nighthawk Partners LP
R
30,699,233
Cash
(14)
Nighthawk Partners LP
S
20,000,000
Cash
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 IV, Column (c)
The Charitable Remainder Unitrusts and Charitable Remainder Annuity Trusts are predominantly domiciled in Illinois
Schedule R (Form 990) 2019
Additional Data
Software ID:
19010655
Software Version:
2019v5.0