Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 09-01-2010 and ending 08-31-2011
BCheck if applicable:
CName of organization
EMORY UNIVERSITY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1599 CLIFTON ROAD 3RD FLOOR
 
Room/suite
City or town, state or country, and ZIP + 4
ATLANTA, GA30322
D Employer identification number

58-0566256
E Telephone number

G Gross receipts $ 3,085,093,069
F Name and address of principal officer:
JAMES W WAGNER PRESIDENT
1599 CLIFTON ROAD 3RD FLOOR
ATLANTA,GA30322
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
http://www.emory.edu
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1836
M State of legal domicile: GA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE, ENHANCED BY EDUCATION AND RESEARCH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 43
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 30
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 20,593
6 Total number of volunteers (estimate if necessary) .... 6 5,721
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 31,700,089
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 534,237,968 597,623,779
9 Program service revenue (Part VIII, line 2g) ......... 1,911,684,337 1,978,143,527
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 287,517,130 479,419,659
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 11,500,031 29,681,251
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,744,939,466 3,084,868,216
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 209,551,116 237,278,731
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,365,953,653 1,446,159,604
16a Professional fundraising fees (Part IX, column (A), line 11e).... 30,000 13,750
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet20,613,780    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,085,704,247 1,073,983,851
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,661,239,016 2,757,435,936
19 Revenue less expenses. Subtract line 18 from line 12...... 83,700,450 327,432,280
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 9,161,729,578 9,779,880,221
21 Total liabilities (Part X, line 26)............ 3,241,835,438 3,230,385,863
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 5,919,894,140 6,549,494,358
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,415,831,181 including grants of $ 237,278,731 ) (Revenue $ 697,527,520 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 646,857,205 including grants of $   ) (Revenue $ 741,600,375 )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 477,583,116 including grants of $   ) (Revenue $ 539,015,632 )
SEE SCHEDULE O
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 2,540,271,502
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
21,848
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
20,593
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
43
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
30
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
EDITH C MURPHREE
1599 CLIFTON RD 3RD FLOOR
ATLANTA,GA30322
(404) 727-2827
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) J David Allen
Trustee
2.0 X           0 0 0
(2) Kathelen Amos
Trustee
1.0 X           0 0 0
(3) Facundo L Bacardi
Trustee
1.0 X           0 0 0
(4) Ellen A Bailey
Trustee
2.0 X           0 0 0
(5) Thomas D Bell Jr
Trustee
1.0 X           0 0 0
(6) Arthur M Blank
Trustee
1.0 X           0 0 0
(7) Henry L Bowden Jr
Trustee
3.0 X           0 0 0
(8) Susan A Cahoon
Trustee
1.0 X           0 0 0
(9) G Lindsey Davis
Trustee
2.0 X           0 0 0
(10) Walter M Deriso Jr
Trustee
3.0 X           0 0 0
(11) James L Ferman Jr
Trustee
2.0 X           0 0 0
(12) Russell R French
Trustee
2.0 X           0 0 0
(13) James R Gavin III
Trustee
1.0 X           0 0 0
(14) John T Glover
Trustee
3.0 X           0 0 0
(15) Robert C Goddard III
Trustee
1.0 X           0 0 0
(16) Laura J Hardman
Trustee
3.0 X           0 0 0
(17) C Rob Henrikson
Trustee
3.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) M Douglas Ivester
Trustee
3.0 X           0 0 0
(19) Charles Jenkins Jr
Trustee
1.0 X           0 0 0
(20) Ben F Johnson III
Trustee
3.0 X           0 0 0
(21) Ruth J Katz
Trustee
1.0 X           0 0 0
(22) Muhtar Kent
Trustee
1.0 X           0 0 0
(23) Jonathan K Layne
Trustee
1.0 X           0 0 0
(24) Teri Plummer McClure
Trustee
1.0 X           0 0 0
(25) John F Morgan
Trustee
3.0 X           0 0 0
(26) George D Overend
Trustee
2.0 X           0 0 0
(27) J Neal Purcell
Trustee
3.0 X           0 0 0
(28) Wendell S Reilly
Trustee
3.0 X           0 0 0
(29) John G Rice
Trustee
1.0 X           0 0 0
(30) Rick M Rieder
Trustee
1.0 X           0 0 0
(31) Teresa M Rivero
Trustee
1.0 X           0 0 0
(32) Katherine T Rohrer
Trustee
1.0 X           0 0 0
(33) Gary W Rollins
Trustee
2.0 X           0 0 0
(34) Diane W Savage
Trustee
1.0 X           0 0 0
(35) Jeffrey H Schwartz
Trustee
1.0 X           0 0 0
(36) Leah Ward Sears
Trustee
1.0 X           0 0 0
(37) Lynn H Stahl
Trustee
1.0 X           0 0 0
(38) James E Swanson Sr
Trustee
1.0 X           0 0 0
(39) Mary Virginia Taylor
Trustee
1.0 X           0 0 0
(40) Chilton D Varner
Trustee
3.0 X           0 0 0
(41) William C Warren IV
Trustee
1.0 X           0 0 0
(42) B MICHAEL WATSON
Trustee
1.0 X           0 0 0
(43) William H Willimon
Trustee
1.0 X           0 0 0
(44) Wright Caughman
EVP-Health Affairs
35.0     X       520,723 495,256 175,545
(45) Susan Cruse
SVP-Dev/Alum Relations
65.0     X       379,909 0 42,242
(46) John L Ford
SVP-Campus Life
65.0     X       279,786 0 32,102
(47) Michael ME Johns
Chancellor
65.0     X       508,133 0 37,267
(48) Earl Lewis
EVP-Academic Affairs
65.0     X       612,492 0 39,192
(49) Rosemary M Magee
VP-University Secretary
65.0     X       260,523 0 39,678
(50) Michael J Mandl
EVP-Finance/Admin
65.0     X       795,955 0 114,732
(51) Stephen D Sencer
SVP-General Counsel
65.0     X       302,790 0 39,588
(52) James W Wagner
President
80.0     X       910,870 0 261,527
(53) Robert J Bachman
COO-Emory University Hospital
60.0       X     277,889 74,514 96,654
(54) Mary L Cahill
VP-Investments and CIO
60.0       X     830,185 0 40,221
(55) Robin Forman
Dean
60.0       X     274,637 0 7,918
(56) John T Fox
CEO-Emory Healthcare
26.0       X     1,155,382 870,663 816,131
(57) Susan M Grant
Chief Nursing Officer
47.0       X     320,213 90,105 89,184
(58) Thomas J Lawley
Dean
52.0       X     1,448,600 203,161 81,309
(59) Dane Peterson
COO-Emory Hospital Midtown
60.0       X     261,943 70,483 76,509
(60) John D Puskas
Physician
40.0         X   1,191,876 597,055 30,519
(61) John M Rhee
Physician
2.0         X   50,613 1,502,788 29,764
(62) Paul Kirshbom
Physician
0.0         X   12,100 1,428,982 30,730
(63) Robert W Bruce
Physician
5.0         X   103,079 1,213,171 34,612
(64) John Xerogeanes
Physician
0.0         X   0 1,294,063 30,819
(65) Kent B Alexander
SVP-General Counsel
65.0           X 324,045 0 36,964
(66) Gary S Hauk
VP/Deputy to President
60.0           X 213,707 0 26,283
(67) Fred Sanfilippo
EVP-Health Affairs
26.0           X 526,736 716,471 86,416
(68) Ron Sauder
VP-Communications
60.0           X 238,259 0 35,189
(69) Robert APaul
Dean
60.0           X 407,009 0 35,917
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 12,207,454 8,556,712 2,367,012
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1,286
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
WHITING-TURNER CONTRACTING COMPANY
2300 WINDY RIDGE PARKWAY
ATLANTA,GA30330
CONTRACTING 26,664,882
GILBANE BUILDING COMPANY
3550 ENGINEERING DRIVE
NORCROSS,GA30092
CONTRACTING 17,669,093
NEW SOUTH CONSTRUCTION COMPANY
1132 WEST PEACHTREE STREET
ATLANTA,GA30309
CONTRACTING 14,000,315
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVE
SMYRNA,GA30080
CONTRACTING 7,363,874
FIRST TRANSIT
1880 JOHNSON ROAD A
ATLANTA,GA30306
SHUTTLE SERVICES 4,801,246
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet231
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 350,704
d Related organizations...1d  
e Government grants (contributions)1e 497,008,340
f All other contributions, gifts, grants, and
similar amounts not included above
1f
100,264,735
g Noncash contributions included in lines 1a-1f:$ 34,883,966
h Total. Add lines 1a-1f.......MediumBullet 597,623,779
 Program Service Revenue Business Code
2a TUITION AND FEES 611,600 483,251,442 483,251,442    
b HOSPITAL AND MEDICAL SERVICES 624,100 1,374,615,403 1,374,615,403    
c AUXILIARY OPERATIONS 611,600 65,342,078 65,342,078    
d INDEPENDENT OPERATIONS 721,110 21,118,684 12,188,617 8,930,067  
e EDUCATIONAL/CLINICAL/RESEARCH 611,600 33,815,920 33,815,920    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,978,143,527
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 72,493,290   22,770,022 49,723,268
4 Income from investment of tax-exempt bond proceeds..MediumBullet 647     647
5 Royalties............MediumBullet 6,819,357     6,819,357
(i) Real (ii) Personal
6a Gross Rents 11,897,354  
b Less: rental expenses    
c Rental income or (loss) 11,897,354  
d Net rental income or (loss).......MediumBullet 11,897,354     11,897,354
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 406,702,710 223,012
b Less: cost or other basis and sales expenses    
c Gain or (loss) 406,702,710 223,012
d Net gain or (loss)..........MediumBullet 406,925,722     406,925,722
8a Gross income from fundraising events (not including
$ 350,704
of contributions reported on line 1c). See Part IV, line 18 ...
a 51,540
b Less: direct expenses ...b 224,853
c Net income or (loss) from fundraising events..MediumBullet -173,313   -173,313
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a FINANCIAL ADMINISTRATION 611,710 971,539     971,539
b CONCESSIONS/SERVICES 611,710 9,939,800     9,939,800
c NETWORK AND COMMUNICATIONS 611,710 226,514     226,514
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 11,137,853
12 Total revenue. See Instructions....MediumBullet 3,084,868,216 1,969,213,460 31,700,089 486,330,888
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 50,052,949 50,052,949
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 177,934,217 177,934,217
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 9,291,565 9,291,565
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 10,072,948 6,532,986 3,106,364 433,598
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 981,918,505 903,365,025 68,734,295 9,819,185
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 72,852,569 67,024,363 5,099,680 728,526
9 Other employee benefits ....... 295,060,526 271,455,684 20,654,237 2,950,605
10 Payroll taxes ........... 86,255,056 79,354,652 6,037,854 862,550
11 Fees for services (non-employees):        
a Management ...... 14,689,177 14,689,177    
b Legal ......... 7,757,678 6,516,449 1,163,652 77,577
c Accounting ........... 908,106   908,106  
d Lobbying ........... 261,301   261,301  
e Professional fundraising. See Part IV, line 17.. 13,750 13,750
f Investment management fees ...... 23,885,718   23,885,718  
g Other .......... 56,157,436 31,448,165 24,147,696 561,575
12 Advertising and promotion .... 3,216,871 3,056,027 160,844  
13 Office expenses ....... 231,738,289 227,103,523 2,317,383 2,317,383
14 Information technology ...... 35,269,243 28,568,087 6,348,464 352,692
15 Royalties .. 133,371 133,371    
16 Occupancy ........... 93,961,717 82,686,311 10,335,789 939,617
17 Travel ............ 25,945,370 21,794,111 2,594,537 1,556,722
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 16,703,821 16,703,821    
20 Interest ........... 71,624,232 68,043,020 3,581,212  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 156,682,040 150,414,758 6,267,282  
23 Insurance .............. 17,385,106 17,385,106    
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a EDUCATIONAL 37,920,986 37,920,986    
b MEDICAL 152,015,542 152,015,542    
c PROVISION FOR BAD DEBTS 48,924,135 48,924,135    
d ADMINISTRATIVE 10,946,240   10,946,240  
e HOSPITAL OVERHEAD ALLOCATION 67,857,472 67,857,472    
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 2,757,435,936 2,540,271,502 196,550,654 20,613,780
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 453,812,106 2 490,313,983
3 Pledges and grants receivable, net ......... 165,564,671 3 175,168,536
4 Accounts receivable, net ......... 365,770,760 4 539,180,643
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 13,545,064 8 12,765,807
9 Prepaid expenses and deferred charges ............ 109,157,076 9 120,308,630
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,951,644,918
b Less: accumulated depreciation. ..... 10b 1,746,734,091 2,198,514,533 10c 2,204,910,827
11 Investments—publicly traded securities .......... 1,831,434,882 11 1,039,318,965
12 Investments—other securities. See Part IV, line 11 ...... 3,982,837,906 12 5,162,365,629
13 Investments—program-related. See Part IV, line 11 .. 29,509,557 13 27,724,270
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 11,583,023 15 7,822,931
16 Total assets. Add lines 1 through 15 (must equal line 34)... 9,161,729,578 16 9,779,880,221
Liabilities 17 Accounts payable and accrued expenses . 305,586,867 17 325,459,898
18 Grants payable ..........   18  
19 Deferred revenue .......... 348,493,610 19 344,399,741
20 Tax-exempt bond liabilities .......... 1,502,076,693 20 1,455,827,985
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 334,620,658 24 330,206,260
25 Other liabilities. Complete Part X of Schedule D..... 751,057,610 25 774,491,979
26 Total liabilities. Add lines 17 through 25..... 3,241,835,438 26 3,230,385,863
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 2,426,988,646 27 2,669,515,273
28 Temporarily restricted net assets ..... 2,190,430,685 28 2,383,357,779
29 Permanently restricted net assets ..... 1,302,474,809 29 1,496,621,306
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 5,919,894,140 33 6,549,494,358
34 Total liabilities and net assets/fund balances ..... 9,161,729,578 34 9,779,880,221
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
3,084,868,216
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
2,757,435,936
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
327,432,280
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
5,919,894,140
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
302,167,938
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
6,549,494,358
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
Yes
 
261,301
j
Total. lines 1c through 1i ...................................
261,301
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
OTHER ACTIVITIES FORM 990, SCHEDULE C, PART II-B, QUESTION 1i Emory University did not participate in or intervene in any political campaigns. An insubstantial portion of Emory University's total activities involve legislative and regulatory matters of direct concern to higher education and health care or of compelling importance to Emory University in particular. Under the Honest Leadership and Open Government Act of 2007, an amendment to the Lobbying Disclosure Act of 1995, Emory University reports detailed lobbying activities at the national level on a quarterly and semi-annual basis to the Secretary of the Senate and the Clerk of the House of Representatives. Emory University also reports detailed lobbying activities at the state level to the Georgia Government Transparency and Campaign Finance Commission. Efforts to influence legislation and regulation are directed by the Emory University Office of Governmental and Community Affairs. The office consists of seven employees who act as Emory University's liaisons and monitor proposed and enacted legislation and other governmental developments. Activities of the staff include contacts by letters, phone calls, and meetings with legislators and members of their legislative staffs or other government officials. Meetings with local citizens are also conducted regarding issues with local government. Emory University lobbies both the federal and state government on issues of major concern: higher education, economic development, human resources, cultural resources, community relations, youth issues, environmental concerns, university regulation, research issues, transportation and healthcare. Estimated expenses are as follows: Salaries: 171,380 Travel: 4,500 Miscellaneous: 41,015 Membership dues: 44,406 Total: 261,301
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 6,394,666
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 67,091,506
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
EDUCATIONAL PROGRAMS
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c 385,212,586
d Additions during the year .............................. 1d 56,219,287
e Distributions during the year ............................. 1e 1,041,070
f Ending balance ................................... 1f 440,390,803
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 4,343,712,644 4,472,220,954 5,347,608,546
b Contributions ........ 29,110,565 55,375,363 85,688,691
c Investment earnings or losses ... 709,113,678 434,756,550 -692,602,383
d Grants or scholarships ..... 14,292,388 14,224,317 15,568,994
e Other expenditures for facilities
and programs ........
198,090,359 583,583,912 240,641,295
f Administrative expenses .... 19,376,958 20,831,994 12,263,611
g End of year balance ...... 4,850,177,182 4,343,712,644 4,472,220,954
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet26.160 %
b
Permanent endowment: SchDMd Bullet51.340 %
c
Term endowment: SchDMd Bullet22.500 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 1,539,769 79,769,193 81,308,962
b Buildings ................   2,301,160,878 797,717,300 1,503,443,578
c Leasehold improvements ............        
d Equipment ................   1,569,175,078 949,016,791 620,158,287
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 2,204,910,827
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) FIXED INCOME SECURITIES
1,177,155,620 F

(B) U.S. EQUITY SECURITIES
506,806,080 F

(C) NON-U.S. EQUITY SECURITIES
647,133,504 F

(D) OIL AND GAS PROPERTIES
317,873,976 F

(E) PRIVATE MARKET INVESTMENTS
1,127,163,207 F

(F) MARKETABLE ALTERNATIVE INVEST.
892,185,785 F

(G) REAL ESTATE INVESTMENTS
270,342,029 F

(H) MISCELLANEOUS INVESTMENTS
223,705,428 F

Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 5,162,365,629
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
INTEREST PAYABLE 22,750,018
PROFESSIONAL LIABILITY RESERVE 62,937,952
DEPOSITS HELD IN CUSTODY 512,085,664
GOV ADVANCE-FEDERAL LOAN PROG 17,498,525
ANNUITIES PAYABLE 19,046,770
LIABILITY FOR DERIVATIVES 140,173,050



Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 774,491,979
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
COLLECTIONS OF ART & SIMILAR ASSETS FORM 990, SCHEDULE D, PART III, LINE 4 THE MICHAEL C. CARLOS MUSEUM COLLECTS, PRESERVES, EXHIBITS, AND INTERPRETS ART AND ARTIFACTS FROM ANTIQUITY TO THE PRESENT IN ORDER TO PROVIDE UNIQUE OPPORTUNITIES FOR EDUCATION AND ENRICHMENT IN THE COMMUNITY AND TO PROMOTE INTERDISCIPLINARY TEACHING AND RESEARCH AT EMORY UNIVERSITY. THE COLLECTIONS EMPHASIZE: A) WORKS OF ART ON PAPER B) THE ART OF THE ANCIENT CULTURES OF THE MEDITERRANEAN BASIN INCLUDING GREECE AND ROME C) THE ART OF ANCIENT EGYPT, NUBIA AND THE NEAR EAST D) THE ART OF THE ANCIENT AMERICAS E) THE ART OF SUB-SAHARAN AFRICA F) THE ART OF ASIA THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 148 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 4,200 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. The Manuscript, Archives and Rare Book Library (MARBL) develops, preserves and makes accessible focused areas to support the research and teaching mission of the university. MARBL's collections of rare books, distinctive collections in unpublished personal and organizational records, works of art, and research collections emphasize: a) Literature b) African American history and culture c) Early printed works from the Low Countries d) Southern history e) Religion f) The Civil Rights and Post-Civil Rights periods g) Frontiers of medicine h) Conflict resolution I) HISTORY OF EMORY UNIVERSITY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS
TRUST, ESCROW AND CUSTODIAL ARRANGEMENTS FORM 990, SCHEDULE D, PART IV, LINE 1b Emory University pools all endowment funds in a unitized investment vehicle, ("the pooled fund"), for which Emory serves as custodian. As a service to certain affiliated entities, the University allows them to participate in its pooled fund. The assets associated with the pooled fund are included in the investment section of part X, Balance Sheet, with a corresponding liability recorded at the prorated value of the affiliated entities' contributions. Emory University is a partial beneficiary of certain charitable remainder trusts, for which it serves as trustee. As such, the associated assets are recorded in the investment section of part X, Balance Sheet, with a corresponding liability in the amount held by Emory University on behalf of other beneficiaries. Emory University is the plan sponsor for the supplemental executive retirement plan that benefits certain officers and key employees. Emory serves as a custodian for the investment assets held to fund the associated benefit obligations. The benefit obligation and assets funding the contract for one officer are recorded on the financial statements of an affiliated entity not consolidated in part X, Balance Sheet, of the core Form 990.
INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS INCLUDE A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY BOOKS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
FIN 48 (ASC740) FOOTNOTE FORM 990, SCHEDULE D, PART X, LINE 2 The University is recognized as a tax exempt organization as defined in Section 501(c)(3) of the U.S. Internal Revenue Code (the Code) and is generally exempt from the federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes is made in the consolidated financial statements. As of August 31, 2011 and 2010, there were no material uncertain tax positions.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,
or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ............
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2010
Schedule E (Form 990 or 990EZ) 2010
Page 2
Part II
Supplemental Information
Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
NONDISCRIMINATORY POLICY FORM 990, SCHEDULE E, LINE 3 All University advertisements, solicitations and catalogs include a nondiscriminatory policy statement. The policy reflects that the University does not discriminate in admissions, educational programs, financial aid, or employment on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, or veteran's status; and prohibits such discrimination by its students, faculty and staff.
GOVERNMENTAL FINANCIAL AID FORM 990, SCHEDULE E, LINE 6A The financial aid or assistance received from a government agency consists of U.S. government advances received for Title IV Student Financial Assistance Programs and Title VII Health and Human Services Student Aid Assistance Programs. Federal, State of Georgia, and City of Atlanta funds are received for various restricted grants, scholarships and contracts.
Schedule E (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
Central America and the Caribbean 0 9 Program Services EDUCATION 0
Central America and the Caribbean 0 0 Program Services RESEARCH 0
Central America and the Caribbean 0 0 Program Services HEALTHCARE 0
Central America and the Caribbean 0 1 Program Services RECRUITING 0
Central America and the Caribbean 0 0 Investments   0
East Asia and the Pacific 0 8 Program Services EDCUCATION 0
East Asia and the Pacific 0 2 Program Services RESEARCH 0
East Asia and the Pacific 0 0 Program Services HEALTHCARE 0
East Asia and the Pacific 0 0 Program Services CONFERENCES 0
East Asia and the Pacific 0 1 Program Services RECRUITING 0
East Asia and the Pacific 0 30 Program Services OFFICIAL TRAVEL 0
Europe (Including Iceland and Greenland) 1 48 Program Services EDUCATION 0
Europe (Including Iceland and Greenland) 0 2 Program Services RESEARCH 0
Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCES 0
Europe (Including Iceland and Greenland) 0 1 Program Services RECRUITING 0
Europe (Including Iceland and Greenland) 0 9 Program Services OFFICIAL TRAVEL 0
Europe (Including Iceland and Greenland) 0 0 Investments   0
Middle East and North Africa 0 2 Program Services EDUCATION 0
Middle East and North Africa 0 0 Program Services RESEARCH 0
North America 0 0 Program Services RESEARCH 0
North America 0 12 Program Services CONFERENCE 0
North America 0 1 Program Services RECRUITING 0
North America 0 0 Investments   0
Russia and the Newly Independent States 0 0 Program Services EDUCATION 0
Russia and the Newly Independent States 0 0 Program Services RESEARCH 0
Russia and the Newly Independent States 0 0 Program Services HEALTHCARE 0
South America 0 5 Program Services EDUCATION 0
South America 0 2 Program Services RESEARCH 0
South America 0 0 Program Services HEALTHCARE 0
South America 0 0 Program Services CONFERENCE 0
South America 0 1 Program Services RECRUITING 0
South Asia 0 8 Program Services EDUCATION 0
South Asia 0 0 Program Services RESEARCH 0
South Asia 0 0 Program Services HEALTHCARE 0
South Asia 0 6 Program Services OFFICIAL TRAVEL 0
Sub-Saharan Africa 0 2 Program Services EDUCATION 0
Sub-Saharan Africa 3 30 Program Services RESEARCH 0
Sub-Saharan Africa 0 0 Program Services HEALTHCARE 0
Sub-Saharan Africa 0 0 Investments   0
Middle East and North Africa 0 1 Program Services RECRUITING 0
3a Sub-total ..... 1 111 0
b Total from continuation sheets to Part I ... 3 70 0
c Totals (add lines 3a and 3b) 4 181 0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
SOUTH AMERICA RESEARCH/SUBCONTRACT 105,986 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 67,081 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 8,291 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 14,750 CHECK      
NORTH AMERICA RESEARCH/SUBCONTRACT 23,426 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 44,222 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 31,800 CHECK      
SOUTH AMERICA RESEARCH/SUBCONTRACT 13,016 CHECK      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 75,255 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 154,795 WIRE      
CENTRAL AMERICA AND THE RESEARCH/SUBCONTRACT 8,762 WIRE      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 200,000 WIRE      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 69,865 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 227,928 CHECK      
SOUTH ASIA RESEARCH/SUBCONTRACT 21,494 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 184,404 WIRE      
MIDDLE EAST AND NORTH AF RESEARCH/SUBCONTRACT 212,827 WIRE      
EUROPE RESEARCH/SUBCONTRACT 143,166 CHECK      
EUROPE RESEARCH/SUBCONTRACT 58,556 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 496,971 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 28,000 CHECK      
Europe RESEARCH/SUBCONTRACT 50,000 WIRE      
EUROPE RESEARCH/SUBCONTRACT 23,143 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 67,050 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 22,594 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 152,641 WIRE      
SOUTH AFRICA RESEARCH/SUBCONTRACT 50,120 WIRE      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 5,433 WIRE      
SUB-SAHARAN AFRICA GRANT 289,901 WIRE      
EUROPE RESEARCH/SUBCONTRACT 30,550 WIRE      
EUROPE RESEARCH/SUBCONTRACT 2,280,368 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 150,480 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 39,453 CHECK      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 157,703 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 74,186 CHECK      
MIDDLE EAST AND NORTH AF RESEARCH/SUBCONTRACT 261,471 WIRE      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 69,719 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 13,128 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 122,271 WIRE      
East Asia/Pacific RESEARCH/SUBCONTRACT 22,594 WIRE      
RUSSIA AND THE NEWLY IND RESEARCH/SUBCONTRACT 8,453 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 232,600 WIRE      
SOUTH ASIA RESEARCH/SUBCONTRACT 57,500 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 46,176 CHECK      
SOUTH ASIA RESEARCH/SUBCONTRACT 202,525 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 1,098,940 WIRE      
Sub-Saharan Africa RESEARCH/SUBCONTRACT 117,369 WIRE      
Sub-Saharan Africa RESEARCH/SUBCONTRACT 55,482 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 39,479 WIRE      
SUB-SAHARAN AFRICA RESEARCH/SUBCONTRACT 44,180 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 91,163 WIRE      
SOUTH AMERICA RESEARCH/SUBCONTRACT 21,800 WIRE      
SOUTH AMERICA RESEARCH/SUBCONTRACT 42,081 WIRE      
EUROPE RESEARCH/SUBCONTRACT 51,147 CHECK      
NORTH AMERICA RESEARCH/SUBCONTRACT 130,163 CHECK      
SOUTH AMERICA RESEARCH/SUBCONTRACT 32,122 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 43,687 CHECK      
EUROPE RESEARCH/SUBCONTRACT 92,702 WIRE      
NORTH AMERICA RESEARCH/SUBCONTRACT 44,292 CHECK      
SOUTH ASIA RESEARCH/SUBCONTRACT 7,474 WIRE      
EAST ASIA AND THE PACIFI RESEARCH/SUBCONTRACT 59,700 WIRE      
Europe/Iceland/Greenland RESEARCH SUBCONTRACT 105,000 WIRE      
Sub-Saharan Africa RESEARCH SUBCONTRACT 594,130 WIRE      
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
57
3
Enter total number of other organizations or entities ........................MediumBullet
6
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. FORM 990, SCHEDULE F, PART I, LINE 2 EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. QUARTERLY AND FINAL REPORTS ARE REVIEWED CLOSELY. Emory University is responsible for ensuring that it communicates the relevant and necessary information contained in the award document to the subrecipients. The Office of Grants and Contracts Accounting maintains a copy of the Subcontract Agreement, which stipulates the terms of the award and is signed by representatives of both Emory University and the subrecipient organization. This agreement indicates that the subrecipient understands and is aware of the award requirements. In addition, if there are any further changes to the Agreement, an amendment to the agreement is generated and signed by the representative of Emory University and the subrecipient.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
MEDALIST SPORTS
1015 TYRONE ROAD 710
 
TYRONE, GA30290
FUNDRAISING   No 19,120 13,750 5,370
Total .................right arrow 19,120 13,750 5,370
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

VENERALIA
(event type)
(b) Event #2

SECOND CENTURY
(event type)
(c) Other Events

3
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 184,205 97,419 120,620 402,244
2 Less: Charitable
contributions . . .
162,085 97,419 91,200 350,704
3 Gross income (line 1
minus line 2) . . .
22,120   29,420 51,540
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .   5,575   5,575
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 78,894 84,375 56,009 219,278
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 224,853
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -173,313
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) ..
    46,898,236 0 46,898,236 1.740 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    97,569,623 96,396,040 1,173,583 0.040 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     3,939,211 1,228,114 2,711,097 0.100 %
dTotal Charity Care and
Means-Tested Government Programs .....
    148,407,070 97,624,154 50,782,916 1.880 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    2,425,099 1,250 2,423,849 0.090 %
f Health professions education
(from Worksheet 5) ..
    286,939,687 52,935,706 234,003,981 8.680 %
g Subsidized health services
(from Worksheet 6) ..
    209,388,251 85,641,186 123,747,065 4.590 %
h Research (from Worksheet 7)     450,275,232 96,268 450,178,964 16.690 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
    1,684,286 500 1,683,786 0.060 %
jTotal Other Benefits ...     950,712,555 138,674,910 812,037,645 30.110 %
kTotal. Add lines 7d and 7j. ..     1,099,119,625 236,299,064 862,820,561 31.990 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     1,875   1,875  
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total     1,875   1,875  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
20,305,707
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
406,114
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
312,151,986
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
305,776,798
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
6,375,188
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?2
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 EMORY UNIVERSITY HOSPITAL
1364 CLIFTON ROAD NE
ATLANTA,GA30322
X X   X   X X    
2 EMORY UNIVERSITY HOSPITAL MIDTOWN
550 PEACHTREE STREET NE
ATLANTA,GA30308
X X   X   X X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:EMORY UNIVERSITY HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:EMORY UNIVERSITY HOSPITAL MIDTOWN
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?3
Name and address Type of Facility (Describe)
1 EMORY AUTISM CENTER
1551 SHOOP CT
DECATUR,GA30033
DIAGNOSTSIC EVALUATION
2 EMORY AUTISM CENTER
1551 SHOOP CT
DECATUR,GA30033
DIAGNOSTSIC EVALUATION
3 EMORY AUTISM CENTER
1551 SHOOP CT
DECATUR,GA30033
DIAGNOSTSIC EVALUATION
4
5
6
7
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
FPG ELIGIBILITY PART I, LINE 3C NOT APPLICABLE
COMMUNITY BENEFIT REPORT PART I, LINE 6A EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2011/INDEX.HTML
SUBSIDIZED HEALTH SERVICES PART I, LINE 7G EMORY UNIVERSITY HAS INCLUDED $38,628,650 (ATTRIBUTABLE TO PURCHASED SERVICES FROM THE EMORY CLINIC, INC.) AS PART OF THE REPORTED SUBSIDIZED HEALTH SERVICES TOTAL ON PART I, LINE 7G.
PERCENT OF TOTAL EXPENSE PART I LINE 7, COLUMN F IN THE EMORY UNIVERSITY "PERCENT OF TOTAL EXPENSE" CALCULATION CONTAINED IN COLUMN F OF PART I, LINE 7, THE DENOMINATOR (TOTAL FUNCTIONAL EXPENSES REPORTED ON PART IX, LINE 25A) WAS REDUCED BY $60,145,333, THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS PART I, LINE 7 EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS FOR PEDIATRIC AND ADULT PATIENTS AS WELL AS THE FOLLOWING HOSPITALS: (1) TWO GENERAL AND ACUTE CARE HOSPITALS, EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN; (2) A GERIATRIC AND LONG-TERM CARE HOSPITAL, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG-TERM CARE HOSPITAL; AND (3) THREE JOINT VENTURES, EMORY-ADVENTIST HOSPITAL, EMORY EASTSIDE MEDICAL CENTER AND EMORY JOHNS CREEK HOSPITAL, THE LAST OF WHICH EMORY HEALTHCARE ASSUMED FULL OWNERSHIP OF EFFECTIVE MARCH 1, 2011. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. WESLEY WOODS GERIATRIC HOSPITAL IS AN OPERATING DIVISION OF WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. WESLEY WOODS LONG TERM HOSPITAL, INC. IS SEPARATELY INCORPORATED. EMORY ADVENTIST, INC. IS SEPARATELY INCORPORATED. EMORY JOHNS CREEK HOSPITAL AND EMORY EASTSIDE MEDICAL CENTER ARE PART OF A JOINT VENTURE WITH COLUMBIA HCA HEALTHCARE CORPORATION. EFFECTIVE MARCH 1ST, 2011 EMORY HEALTHCARE ASSUMED FULL OWNERSHIP OF EMORY JOHNS CREEK HOSPITAL. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG TERM CARE HOSPITAL, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC., SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $24 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2011. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $34.9 MILLION FOR THIS PURPOSE IN FY 2011. IN FY 2011 EMORY PROVIDED $24 MILLION TO GRADY FOR MEDICAL RESIDENTS AND PHYSICIANS. EMORY ALSO PROVIDES 66% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION (EMORY UNIVERSITY, EMORY UNIVERSITY HOSPITAL, AND EMORY UNIVERSITY HOSPITAL MIDTOWN) IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2011/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2011/CHARITY/INDEX.HTML FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2011/ECONOMIC-IMPACT.HTML IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENT'S ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO HAVE THE HIGHEST CASE-MIX INDEX OF ANY HOSPITAL IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMONG THE SICKEST TREATED ANY WHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG IT'S OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. THIS HOSPITAL CONTINUES TO BE IN THE TOP 10 OF HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES THIRTY SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM.
FOOTNOTE TO FINANCIAL STATEMENTS PART III, SECTION A, LINE 4 THE ORGANIZATION RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. COST TO CHARGE RATIO IS USED TO DETERMINE THE COST ASSOCIATED WITH RENDERING SERVICES TO MEDICARE PATIENTS. ANY DISCOUNT ON A PATIENT ACCOUNT IS NOT CONSIDERED TO BE BAD DEBT. LIKEWISE ANY PAYMENTS RECEIVED ON ACCOUNTS ARE NOT CONTEMPLATED IN THE CALCULATION.
TREATMENT OF SHORTFALL PART III, SECTION B, LINE 8 SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
DEBT COLLECTION POLICY PART III, SECTION B, LINE 9B POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY CREDIT/COLLECTION WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S CHARITY CARE POLICY.
HOSPITAL FACILITIES PART V EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
NEEDS ASSESSMENT PART VI, LINE 2 EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 CHARITY CARE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS.
COMMUNITY INFORMATION PART VI, LINE 4 EMORY HEALTHCARE DEFINES THE COMMUNITY IT SERVES BROADLY TO INCLUDE THE LOCAL METROPOLITAN ATLANTA AREA AND THE STATE OF GEORGIA. EMORY HEALTHCARE IS ALSO ACTIVE THROUGHOUT THE COUNTRY AND THE GLOBAL COMMUNITY. FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT http://www.emoryhealthcare.org/community/index.html. EMORY HEALTHCARE PARTICIPATES IN COUNTLESS LOCAL COMMUNITY EVENTS TO HELP RAISE FUNDING AND AWARENESS FOR IMPORTANT CAUSES. A FEW OF THESE ARE: ATLANTA HEART WALK, ATLANTA MOTOR SPEEDWAY, AND PEACHTREE ROAD RACE. EMORY HEALTHCARE IS ALSO ACTIVELY INVOLVED IN THE COMMUNITY AND CHARITABLE ORGANIZATIONS AROUND THE GLOBE. A LIST OF THE ORGANIZATIONS WE SUPPORT CAN BE FOUND AT http://www.emoryhealthcare.org/community/global-community-reach.html.
PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 NOT APPLICABLE
AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
STATE FILING OF COMMUNITY BENEFIT REPORT 990 SCHEDULE H, PART VI GA,
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number
58-0566256
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ABT ASSOCIATES INCPO BOX 84-5586
BOSTON,MA02284
04-2347643 N/A 249,543       RESEARCH/SUBCONTRACT
(2) AGNES SCOTT COLLEGE141 EAST COLLEGE AVENUE
DECATUR,GA30030
58-1978750 501(C)(3) 46,914       RESEARCH/SUBCONTRACT
(3) AHS HOSPITAL CORP DBA ATLANTIC HEALTHPO BOX 48328
NEWARK,NJ07101
52-1958352 501(C)(3) 28,200       RESEARCH/SUBCONTRACT
(4) AID ATLANTA INC1605 PEACHTREE ST NE
ATLANTA,GA30309
58-1537967 501(C)(3) 27,088       RESEARCH/SUBCONTRACT
(5) ALZHEIMER'S ASSOCIATION225 NORTH MICHIGAN AVE
CHICAGO,IL60601
36-3463656 501(C)(3) 10,000       SPONSORHIP
(6) AMERICAN HEART ASSOCIATION7272 GREENVILLE AVE
DALLAS,TX75231
13-5613797 501(C)(3) 15,000       SPONSORHIP
(7) ASSOCIATION OF IMMUNIZATION MANAGERS620 HUNGERFORD STE 29
ROCKVILLE,MD20850
52-2346043 501(C)(3) 25,624       RESEARCH/SUBCONTRACT
(8) ATLANTA RESEARCH & EDUCATION1670 CLAIRMONT ROAD 151F
ATLANTA,GA30033
58-1857346 501(C)(3) 19,976       RESEARCH/SUBCONTRACT
(9) BATTELLE505 KING AVE
COLUMBUS,OH43201
31-4379427 N/A 4,774,649       RESEARCH/SUBCONTRACT
(10) BAYLOR COLLEGE OF MEDICINE6621 FANNIN ST
HOUSTON,TX77030
74-1613878 501(C)(3) 586,232       RESEARCH/SUBCONTRACT
(11) BAYLOR RESEARCH INSTITUTE3310 LIVE OAK
DALLAS,TX75204
75-1921898 501(C)(3) 5,724       RESEARCH/SUBCONTRACT
(12) BERRIEN COUNTY COLLABORATIVE1015 EXUM RD
NASHVILLE,GA31639
56-2311325 115 7,500       RESEARCH/SUBCONTRACT
(13) BETH ISRAEL MEDICAL CENTER1ST AVE AT 16TH ST
NEW YORK,NY10003
13-5564934 501(C)(3) 63,227       RESEARCH/SUBCONTRACT
(14) BOSTON CHILDREN'S HOSPITAL1295 BOYLSTON STREET
BOSTON,MA02215
04-2774441 501(C)(3) 62,133       RESEARCH/SUBCONTRACT
(15) BRIGHAM AND WOMENS HOSPITAL75 FRANCES ST
BOSTON,MA02115
04-2312909 501(C)(3) 39,074       RESEARCH/SUBCONTRACT
(16) CAMBRIDGE HEALTH ALLIANCE1493 CAMBRIDGE ST
CAMBRIDGE,MA02139
04-3167608 501(C)(3) 221,444       RESEARCH/SUBCONTRACT
(17) CASE WESTERN RESERVE UNIVERSITY10900 EUCLID AVE
CLEVELAND,OH44106
34-1018992 501(C)(3) 104,614       RESEARCH/SUBCONTRACT
(18) CDC FOUNDATION55 PARK PLACE
ATLANTA,GA30303
58-2106707 115 173,910       RESEARCH/SUBCONTRACT
(19) CEDARS-SINAI MEDICAL CENTER6500 WILSHIRE BVD
LOS ANGELES,CA90048
95-1644600 501(C)(3) 113,931       RESEARCH/SUBCONTRACT
(20) CENTER FOR NEUROSCIENCE RIDDLE HEALTHRIDDLE MEMORIAL HOSPITAL
MEDIA,PA19063
23-1529076 501(C)(3) 22,345       RESEARCH/SUBCONTRACT
(21) CHATHAM SAVANNAH YOUTH FUTURES6 EAST BAY STREET
SAVANNAH,GA31401
58-1825259 115 7,500       RESEARCH/SUBCONTRACT
(22) CHILD WELFARE COLLABORATIVE1360 PEACHTREE ST NE
ATLANTA,GA30309
27-4872302 501(C)(3) 32,000       RESEARCH/SUBCONTRACT
(23) CHILDREN'S HEALTHCARE OF ATLANTA1584 TULLIE CIR
ATLANTA,GA30329
58-2367819 501(C)(3) 756,671       RESEARCH/SUBCONTRACT
(24) CHILDREN'S HOSPITAL & REGIONAL MED CTR4800 SAND POINT WAY NE
SEATTLE,WA98105
91-0564748 501(C)(3) 180,162       RESEARCH/SUBCONTRACT
(25) CHILDREN'S HOSPITAL MEDICAL CENTERONE PERKINS SQ
AKRON,OH44308
31-0833936 501(C)(3) 152,234       RESEARCH/SUBCONTRACT
(26) CHILDREN'S HOSPITAL OF PHILADELPHIAPO BOX 822350
PHILADELPHIA,PA19182
23-1352166 501(C)(3) 117,370       RESEARCH/SUBCONTRACT
(27) CHILDRENS RESEARCH INSTITUTE111 MICHIGAN AVE NW
WASHINGTON,DC20010
52-1654453 501(C)(3) 45,707       RESEARCH/SUBCONTRACT
(28) CHINA MEDICAL BOARD INC2 ARROW STREET
CAMBRIDGE,MA02138
13-1659619 501(C)(3) 5,554       RESEARCH/SUBCONTRACT
(29) CLARK ATLANTA UNIVERSITY223 JAMES P BRAWLEY DR
ATLANTA,GA30314
58-1825259 501(C)(3) 105,534       RESEARCH/SUBCONTRACT
(30) CLEMSON UNIVERSITY51 NEW CHERRY ST
CLEMSON,SC29634
57-0426335 501(C)(3) 16,920       RESEARCH/SUBCONTRACT
(31) CLEVELAND CLINIC FOUNDATIONP O BOX 931562
CLEVELAND,OH44193
34-0714585 501(C)(3) 24,005       RESEARCH/SUBCONTRACT
(32) COLUMBIA UNIVERSITY630 W 168TH ST UNIT 39
NEW YORK,NY10032
13-5598093 501(C)(3) 434,974       RESEARCH/SUBCONTRACT
(33) COMPREHENSIVE CARE CENTER1900 PATTERSON ST
NASHVILLE,TN37203
62-1546612 501(C)(3) 224,413       RESEARCH/SUBCONTRACT
(34) CONNECTICUT CHILDREN'S MEDICALCENTER
HARTFORD,CT06106
06-0646755 501(C)(3) 61,300       RESEARCH/SUBCONTRACT
(35) CONSORTIUM FOR CLINICAL DIAGNOSTICS4600 E WEST HWY STE 525
BETHESDA,MD20814
37-1473821 501(C)(3) 298,373       RESEARCH/SUBCONTRACT
(36) CORNELL UNIVERSITY DEPOSITORY341 PINE TREE RD
ITACHA,NY14850
15-0532082 501(C)(3) 113,842       RESEARCH/SUBCONTRACT
(37) CU AEROSPACE LLC2100 S OAK ST
CHAMPAIGN,IL61820
37-1373803 N/A 53,234       RESEARCH/SUBCONTRACT
(38) DANA FARBER CANCER INSTITUTE44 BINNEY ST
BOSTON,MA02115
04-2263040 501(C)(3) 834,386       RESEARCH/SUBCONTRACT
(39) DAVIDSON COLLEGEBOX 7180
DAVIDSON,NC28035
56-0529961 501(C)(3) 7,631       RESEARCH/SUBCONTRACT
(40) DECATUR BOOK FESTIVALPO BOX 337
DECATUR,GA30031
58-1543164 501(C)(3) 35,000       SPONSORHIP
(41) DEPARTMENT OF VETERANS AFFAIRS1670 CLAIRMONT RD
DECATUR,GA30033
58-2091280 115 33,353       RESEARCH/SUBCONTRACT
(42) DODGE CONNECTION720 COLLEGE STREET
EASTMAN,GA31023
58-2569486 115 7,500       RESEARCH/SUBCONTRACT
(43) DREXEL UNIVERSITYSTEINBRIGHT CAREER
PHILADELPHIA,PA19104
23-1352630 501(C)(3) 23,975       RESEARCH/SUBCONTRACT
(44) DUKE UNIVERSITYBOX 90183 03 RESEARCH DR
DURHAM,NC27708
56-0532129 501(C)(3) 226,150       RESEARCH/SUBCONTRACT
(45) DYSTONIA MEDICAL RESEARCH FOUNDATIONONE E WACKER DR STE 2810
CHICAGO,IL60601
95-3378526 501(C)(3) 202,180       RESEARCH/SUBCONTRACT
(46) EXAMINATION MANAGEMENT SVCS INCP O BOX 202669
DALLAS,TX75320
75-1444139 N/A 14,882       RESEARCH/SUBCONTRACT
(47) FARMWORKER ASSOCIATION OF FLORIDA INC1264 APOPKA BLVD
APOPKA,FL32703
59-2683978 501(C)(3) 110,048       RESEARCH/SUBCONTRACT
(48) FARMWORKER HEALTH & SAFETY INSTITUTE INC4 SOUTH DELSEA DR
GLASSBORO,NJ08028
22-3343271 501(C)(3) 26,641       RESEARCH/SUBCONTRACT
(49) FLORIDA INTERNATIONAL UNIVERSITY11200 SW 8TH ST MARC 430
MIAMI,FL33199
65-0177616 501(C)(3) 34,041       RESEARCH/SUBCONTRACT
(50) FOUNDATION OF WESLEY WOODS1817 CLIFTON RD
ATLANTA,GA30329
58-1543164 501(C)(3) 10,000       SPONSORHIP
(51) FOUR CORNERS PRIMARY CARE2570 RIVERSIDE PKWY
LAWRENCEVILLE,GA30046
20-8890972 501(C)(3) 7,500       RESEARCH/SUBCONTRACT
(52) GEORGE WASHINGTON UNIVERSITY44983 KNOLL SQ BLDG II
ASHBURN,VA20147
53-0196584 501(C)(3) 306,222       RESEARCH/SUBCONTRACT
(53) GEORGETOWN UNIVERSITY3700 RESERVOIR ROAD NW
WASHINGTON,DC20057
53-0196603 501(C)(3) 211,891       RESEARCH/SUBCONTRACT
(54) GEORGIA CENTER FOR ONCOLOGY50 HURT PLAZA
ATLANTA,GA30303
57-1159979 501(C)(3) 50,000       RESEARCH/SUBCONTRACT
(55) GEORGIA HEALTH SCIENCES UNIVERSITYMCG DEPT OF EMERGENCY MED
AUGUSTA,GA30912
58-1418202 501(C)(3) 97,522       RESEARCH/SUBCONTRACT
(56) GEORGIA INSTITUTE OF TECHNOLOGYPO BOX 100117
ATLANTA,GA30384
58-6002023 501(C)(3) 888,688       RESEARCH/SUBCONTRACT
(57) GEORGIA PUBLIC HEALTH ASSOCIATIONPO BOX 80524
ATLANTA,GA30366
58-1556077 501(C)(3) 25,000       RESEARCH/SUBCONTRACT
(58) GEORGIA STATE UNIV RESEARCH FNDN505 10TH ST NW
ATLANTA,GA30303
58-1845423 501(C)(3) 280,092       RESEARCH/SUBCONTRACT
(59) GEORGIA STATE UNIVERSITYPO BOX 4059
ATLANTA,GA30302
58-6002050 501(C)(3) 121,501       RESEARCH/SUBCONTRACT
(60) GEORGIA TECH RESEARCH CORPORATIONP O BOX 100117
ATLANTA,GA30384
58-0603146 501(C)(3) 4,425,850       RESEARCH/SUBCONTRACT
(61) GRADY HEALTH FOUNDATION191 PEACHTREE ST STE 800
ATLANTA,GA30303
58-2130437 501(C)(3) 10,000       SPONSORHIP
(62) GRADY HEALTH SYSTEM100 EDGEWOOD AVE 17TH FL
ATLANTA,GA30303
26-2037695 501(C)(3) 105,815       RESEARCH/SUBCONTRACT
(63) HARVARD MEDICAL SCHOOLBCMP HARVARD CANCER CENTER
BOSTON,MA02115
53-0199180 501(C)(3) 308,474       RESEARCH/SUBCONTRACT
(64) HARVARD UNIVERSITY494 ADAMS HOUSE
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 379,857       RESEARCH/SUBCONTRACT
(65) HEALTH RESEARCH INC150 BROADWAY
MENANDS,NY12204
14-1402155 501(C)(3) 128,623       RESEARCH/SUBCONTRACT
(66) HENRY FORD HEALTH SYSTEMONE FORD PLACE 5EF
DETROIT,MI48202
38-1357020 501(C)(3) 52,578       RESEARCH/SUBCONTRACT
(67) HIMFORMATICS LLC1735 BUFORD HWY
CUMMINGS,GA30041
75-3013235 N/A 216,471       RESEARCH/SUBCONTRACT
(68) HOWARD BROWN HEALTH CENTER4025 N SHERIDAN RD
CHICAGO,IL60613
36-2894128 501(C)(3) 5,741       RESEARCH/SUBCONTRACT
(69) INDIANA UNIVERSITYPO BOX 6020
INDIANAPOLIS,IN46206
35-6001673 501(C)(3) 32,743       RESEARCH/SUBCONTRACT
(70) INSTITUTE FOR MEDICAL RESEARCH INC508 FULTON STREET
DURHAM,NC27705
56-1655431 501(C)(3) 35,354       RESEARCH/SUBCONTRACT
(71) INSTITUTE FOR THE STUDY OF DISADVANTAGE DISABILITY776 WINDSOR PARKWAY
ATLANTA,GA30342
20-1060068 501(C)(3) 53,093       RESEARCH/SUBCONTRACT
(72) JAMES MADISON UNIVERSITYCARRIER LIBRARY
HARRISONBURG,VA22807
54-6001756 501(C)(3) 73,033       RESEARCH/SUBCONTRACT
(73) JMH CONSULTING892 ROSEDALE ROAD
ATLANTA,GA30306
58-2515537 N/A 83,803       RESEARCH/SUBCONTRACT
(74) JOHNS HOPKINS UNIVERSITY733 N BROADWAY ST
BALTIMORE,MD21205
52-0598110 501(C)(3) 230,586       RESEARCH/SUBCONTRACT
(75) JSI RESEARCH & TRAINING INSTITUTE44 FARNSWORT ST
BOSTON,MA02110
04-2679824 501(C)(3) 1,272,151       RESEARCH/SUBCONTRACT
(76) JUVENILE DIABETES RESEARCH FOUNDATION26 BROADWAY 14TH FLOOR
NEW YORK,NY10004
23-1907729 501(C)(3) 7,500       SPONSORHIP
(77) KAISER FOUNDATION HEALTH PLAN1800 HARRISON ST 16TH FL
OAKLAND,CA94612
94-1340523 501(C)(3) 54,774       RESEARCH/SUBCONTRACT
(78) KAISER FOUNDATION RESEARCH1800 HARRISON ST 16TH FL
OAKLAND,CA94612
94-1105628 501(C)(3) 102,883       RESEARCH/SUBCONTRACT
(79) LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY9420 ATHENA CIR
LA JOLLA,CA92037
33-0328688 501(C)(3) 263,011       RESEARCH/SUBCONTRACT
(80) LINCOLN PARK ZOOLOGICAL SOCIETYPO BOX 14903
CHICAGO,IL60614
36-2512404 501(C)(3) 20,196       RESEARCH/SUBCONTRACT
(81) LOUISIANA STATE UNIVERSITYSHREVEPORT MED LIBRARY
SHREVEPORT,LA71130
72-6000848 501(C)(3) 17,018       RESEARCH/SUBCONTRACT
(82) MARKETZERO1526 DEKALB AVE
ATLANTA,GA30307
27-0468516 N/A 10,700       RESEARCH/SUBCONTRACT
(83) MASSACHUSETTS GENERAL149 13TH ST STE 2264
CHARLESTOWN,MA02129
04-1564655 501(C)(3) 1,387,735       RESEARCH/SUBCONTRACT
(84) MAYO CLINIC ARIZONA13400 E SHE BOULEVARD
SCOTTSDALE,AZ85259
86-0800150 501(C)(3) 67,650       RESEARCH/SUBCONTRACT
(85) MAYO CLINIC FOUNDATION15 1ST STREET SE 604
ROCHESTER,MN55904
41-6011702 501(C)(3) 196,425       RESEARCH/SUBCONTRACT
(86) MEDICAL CENTER OF CENTRAL GEORGIA777 HEMLOCK ST
MACON,GA31201
58-2149128 501(C)(3) 31,346       RESEARCH/SUBCONTRACT
(87) MEDICAL UNIV OF SOUTH CAROLINADEPT OF OPHTHALMOLOGY
CHARLESTON,SC29425
57-6007222 501(C)(3) 358,058       RESEARCH/SUBCONTRACT
(88) MEDSHARE INTERNATIONAL INC3240 CLIFTON SPRINGS RD
DECATUR,GA30034
58-2433968 501(C)(3)   1,660,698 FMV MEDICAL SUPPLIES DONATION
(89) MERIDIAN EDUCATIONAL RESOURCE GR1353 GEO W BRUMLEY WAY SE
ATLANTA,GA30317
58-2180056 501(C)(3) 158,742       RESEARCH/SUBCONTRACT
(90) MIAMI CHILDREN'S HOSPITAL3100 SW 62ND AVE
MIAMI,FL33155
59-2602318 501(C)(3) 25,480       RESEARCH/SUBCONTRACT
(91) MONTEFIORE MEDICAL CENTER111 E210TH STREEET
BRONX,NY10467
13-1740114 501(C)(3) 37,904       RESEARCH/SUBCONTRACT
(92) MOREHOUSE COLLEGE830 WESTVIEW DR SW
ATLANTA,GA30314
58-0566205 501(C)(3) 35,300       RESEARCH/SUBCONTRACT
(93) MOREHOUSE SCHOOL OF MEDICINE720 WESTVIEW DR SW
ATLANTA,GA30310
58-1438873 501(C)(3) 1,529,542       RESEARCH/SUBCONTRACT
(94) MOUNT SINAI SCHOOL OF MEDICINE1 GUSTAVE L LEVY PL
NEW YORK,NY10029
13-6171197 501(C)(3) 793,042       RESEARCH/SUBCONTRACT
(95) NATIONAL BUSINESS GROUPP O BOX 75516
BALTIMORE,MD21275
52-1147591 501(C)(3) 5,854       RESEARCH/SUBCONTRACT
(96) NATIONAL RURAL HEALTH ASSOCIATION1108 K ST NE 2ND FL
WASHINGTON,DC20005
01-0363873 501(C)(3) 57,424       RESEARCH/SUBCONTRACT
(97) NEMOURS CHILDREN'S CLINIC10140 CENTURION PKWY
JACKSONVILLE,FL32256
59-0634433 501(C)(3) 9,814       RESEARCH/SUBCONTRACT
(98) NEW MEXICO INSTITUTE OF MINING801 LEROY PL
SOCORRO,NM87801
85-6000411 501(C)(3) 24,117       RESEARCH/SUBCONTRACT
(99) NEW YORK UNIVERSITYBOBST LIBRARY
NEW YORK,NY10012
13-5562308 501(C)(3) 641,157       RESEARCH/SUBCONTRACT
(100) NEWTON COUNTY1113 USHER ST NW STE101
COVINGTON,GA30014
58-6000295 501(C)(3) 7,501       RESEARCH/SUBCONTRACT
(101) NORTH CAROLINA STATECAMPUS BOX 7111
RALEIGH,NC27695
56-6000756 501(C)(3) 51,047       RESEARCH/SUBCONTRACT
(102) NORTHERN CALIFORNIA INSTITUTE OF4150 CLEMENT ST
SAN FRANCISCO,CA94121
94-3084159 501(C)(3) 50,068       RESEARCH/SUBCONTRACT
(103) NORTHRIDGE SYSTEMS INC1080 HOLCOMB BRIDGE ROAD
ROSWELL,GA30076
58-2573839 N/A 8,868       RESEARCH/SUBCONTRACT
(104) NORTHSHORE UNIVERSITY HEALTHSYSTEM1301 CENTRAL ST
EVANSTON,IL60201
36-4191793 501(C)(3) 11,715       RESEARCH/SUBCONTRACT
(105) NORTHWESTERN UNIVERSITY2145 SHERIDAN RD
EVANSTON,IL60208
36-2167817 501(C)(3) 8,181       RESEARCH/SUBCONTRACT
(106) OREGON HEALTH & SCIENCE UNIVMAIL CODE AD220
PORTLAND,OR97201
23-7083114 501(C)(3) 88,362       RESEARCH/SUBCONTRACT
(107) PALO ALTO INSTITUTE FOR RESEARCHPO BOX V-38
PALO ALTO,CA94304
77-0207331 501(C)(3) 337,491       RESEARCH/SUBCONTRACT
(108) PARTNERS FOR INTERNAT'L DEVELOPMENT69 JESSIE HILL DR
ATLANTA,GA30303
90-0082217 501(C)(3) 266,328       RESEARCH/SUBCONTRACT
(109) PEDIATRIX MEDICAL GROUP INC980 JOHNSON FERRY RD 620
ATLANTA,GA30342
65-0846739 N/A 26,809       RESEARCH/SUBCONTRACT
(110) PENNSYLVANIA STATE UNIVERSITY103 SHIELDS BLDG
UNIVERSITY PARK,PA16802
24-6000376 501(C)(3) 285,425       RESEARCH/SUBCONTRACT
(111) PETER CAMPOS INC3080 VINE CIR
DECATUR,GA30033
57-5236306 N/A 35,535       RESEARCH/SUBCONTRACT
(112) PHOEBE PUTNEY MEMORIAL HOSPITAL427 WEST THIRD AVE STE 100
ALBANY,GA31701
58-1928247 501(C)(3) 7,500       RESEARCH/SUBCONTRACT
(113) PHYSICAL SCIENCES INC100 NEW ENGLAND BUS CNTR
ANDOVER,MA01810
04-2517090 N/A 75,000       RESEARCH/SUBCONTRACT
(114) PRIMARY HEALTH CARE CENTER OF DADE INC13570 NO MAIN STREET
TRENTON,GA30752
58-1410404 115 7,500       RESEARCH/SUBCONTRACT
(115) PROGNOSYS BIOSCIENCE INC505 COAST BLVD S STE 405
LA JOLLA,CA92037
12-0215071 N/A 48,980       RESEARCH/SUBCONTRACT
(116) REGENTS OF THE UNIVERSITY OF CALIFORNIA1 SHIELDS AVE
DAVIS,CA95618
94-6036494 501(C)(3) 84,926       RESEARCH/SUBCONTRACT
(117) REHABILITATION INSTITUTE OF CHICAGO345 E SUPERIOR STREET
CHICAGO,IL60611
36-2256036 501(C)(3) 14,880       RESEARCH/SUBCONTRACT
(118) RHODE ISLAND HOSPITAL593 EDDY ST
PROVIDENCE,RI02903
05-0258954 501(C)(3) 19,000       RESEARCH/SUBCONTRACT
(119) RICHMOND COUNTY BOARD OF HEALTH1916 NORTH LEG ROAD
AUGUSTA,GA30909
58-6000310 115 94,926       RESEARCH/SUBCONTRACT
(120) ROCKEFELLER UNIVERSITY PRESSP O BOX 27530
NEW YORK,NY10087
13-1624158 501(C)(3) 43,400       RESEARCH/SUBCONTRACT
(121) RUSH UNIVERSITY MEDICAL CENTER1700 W VAN BURNE STREET
CHICAGO,IL60612
36-2174823 501(C)(3) 113,601       RESEARCH/SUBCONTRACT
(122) RUTGERS UNIVERSITY169 COLLEGE AVE
NEW BRUNSWICK,NJ08901
22-6001086 501(C)(3) 60,165       RESEARCH/SUBCONTRACT
(123) SAINT JOSEPH'S HOSPITAL5565 PTREE DUNWOODY RD
ATLANTA,GA30342
58-0566257 501(C)(3) 25,000       SPONSORHIP
(124) SAINT LOUIS UNIVERSITY3700 WEST PINE MALL
ST LOUIS,MO63108
43-0654872 501(C)(3) 45,130       RESEARCH/SUBCONTRACT
(125) SAN DIEGO STATE UNIVERSITY5250 CAMPANILE DR
SAN DIEGO,CA92182
95-6042721 501(C)(3) 142,968       RESEARCH/SUBCONTRACT
(126) SOMEONE CARES INC OF ATLANTA1950 SPECTRUM CIR
MARIETTA,GA30067
41-2025888 501(C)(3) 8,700       RESEARCH/SUBCONTRACT
(127) SOUTHWEST GEORGIA CANCER COALITIONP O BOX 1962
ALBANY,GA31702
82-0567901 501(C)(3) 239,288       RESEARCH/SUBCONTRACT
(128) SPELMAN COLLEGEBOX 333
ATLANTA,GA30314
58-0566243 501(C)(3) 189,789       RESEARCH/SUBCONTRACT
(129) ST FRANCIS MEDICAL CENTER530 NE GLEN OAK
PEORIA,IL61637
37-0662569 501(C)(3) 14,166       RESEARCH/SUBCONTRACT
(130) STAND INCORPORATED4319 COVINGTON HWY 117-A
DECATUR,GA30035
58-2548153 501(C)(3) 13,500       RESEARCH/SUBCONTRACT
(131) STANFORD UNIVERSITYFRANCES C ARRILLAGA ALUM
STANFORD,CA94305
94-1156365 501(C)(3) 1,543,676       RESEARCH/SUBCONTRACT
(132) STATE UNIVERSITY OF NEW YORKCAREER DEVELOP CTR
BINGHAMPTON,NY13902
14-6013200 501(C)(3) 121,235       RESEARCH/SUBCONTRACT
(133) TASK FORCE FOR CHILD SURVIVAL325 SWANTON WAY
DECATUR,GA30030
58-1698648 501(C)(3) 1,857,925       RESEARCH/SUBCONTRACT
(134) TEMPLE UNIVERSITY040-13 BROAD ST
PHILADELPHIA,PA19122
23-1365971 501(C)(3) 21,720       RESEARCH/SUBCONTRACT
(135) TEXAS BIOMEDICAL RESEARCH INSTITUTEPO BOX 760549
SAN ANTONIO,TX78245
74-1109630 501(C)(3) 122,709       RESEARCH/SUBCONTRACT
(136) THE CARTER CENTER453 FREEDOM PKWY
ATLANTA,GA30307
58-1454716 501(C)(3) 14,380       GRANT
(137) THE FEINSTEIN INSTITUTE FOR MED RESEARCH350 COMMUNITY DR
MANHASSET,NY11030
11-2673595 501(C)(3) 14,700       RESEARCH/SUBCONTRACT
(138) THE HENRY M JACKSON FOUNDATION1401 ROCKVILLE PIKE
ROCKVILLE,MD20852
52-1317896 501(C)(3) 60,346       RESEARCH/SUBCONTRACT
(139) THE MEDICAL COLLEGE OF WISCONSIN8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
39-0806261 501(C)(3) 25,200       RESEARCH/SUBCONTRACT
(140) THE NEW SCHOOL79 FIFTH AVE 17TH FL
NEW YORK,NY10003
13-3297197 501(C)(3) 61,004       RESEARCH/SUBCONTRACT
(141) THE OHIO STATE UNIVERSITY364 W LANE AVE
COLUMBUS,OH43210
31-6025986 501(C)(3) 22,714       RESEARCH/SUBCONTRACT
(142) THE PERINATAL RESEARCH CENTERMATERNAL-FETAL GRP PLZ
NASHVILLE,TN37203
62-1205221 501(C)(3) 44,933       RESEARCH/SUBCONTRACT
(143) THE REGENTS OF THE UNIV OF CALIFORNIA1130 K ST
SACRAMENTO,CA95798
94-1539563 501(C)(3) 102,423       RESEARCH/SUBCONTRACT
(144) THE RESEARCH INSTITUTE AT NATIONWIDEPO BOX 715245
COLUMBUS,OH43260
31-6056230 501(C)(3) 848,648       RESEARCH/SUBCONTRACT
(145) THE ROCKEFELLER UNIVERSITY1230 YORK AVE
NEW YORK,NY10021
13-1624188 501(C)(3) 555,324       RESEARCH/SUBCONTRACT
(146) THE SCRIPPS RESEARCH INSTITUTETPC-7
LA JOLLA,CA92037
33-0435954 501(C)(3) 123,136       RESEARCH/SUBCONTRACT
(147) THOMAS JEFFERSON UNIVERSITYBODINE CANCER CENTER
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 31,083       RESEARCH/SUBCONTRACT
(148) THOMSON REUTERS (HEALTHCARE) INC777 E EISENHOWER PKWY
ANN ARBOR,MI48408
06-1467923 N/A 161,946       RESEARCH/SUBCONTRACT
(149) TJ MARTELL FOUNDATION550 MADISON AVE
NEW YORK,NY10022
51-0180178 501(C)(3) 12,000       SPONSORHIP
(150) TOBACCO LAW CENTER875 SUMMIT AVE
ST PAUL,MN55105
41-1896367 501(C)(3) 78,603       RESEARCH/SUBCONTRACT
(151) TRUSTEES OF THE UNIVERSITY OF PENNTHE WHARTON SCHOOL
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 95,073       RESEARCH/SUBCONTRACT
(152) TUBMAN AFRICAN AMERICAN MUSEUM340 WALNUT STREET
MACON,GA31201
58-1420630 501(C)(3) 7,500       RESEARCH/SUBCONTRACT
(153) TUFTS UNIVERSITY169 HOLLAND STREET
SOMERVILLE,MA02144
04-2103634 501(C)(3) 309,022       RESEARCH/SUBCONTRACT
(154) TULANE UNIVERSITYLATIN AMERICAN LIB
NEW ORLEANS,LA70118
72-0423889 501(C)(3) 281,358       RESEARCH/SUBCONTRACT
(155) TURNER COUNTY BOARD OF EDUCATION423 NO CLEVELAND AVE
ASHBURN,GA31714
58-6000334 115 6,000       RESEARCH/SUBCONTRACT
(156) UCREGENTS505 PARNASSUS AVE
SAN FRANCISCO,CA94143
94-6036493 501(C)(3) 7,200       RESEARCH/SUBCONTRACT
(157) UCLAUCLA REMIT BOX 951432
LOS ANGELES,CA90095
95-6006143 501(C)(3) 290,281       RESEARCH/SUBCONTRACT
(158) UGA RESEARCH FOUNDATION INC456 E BROAD ST
ATHENS,GA30602
58-1353149 501(C)(3) 1,214,337       RESEARCH/SUBCONTRACT
(159) UNIV OF ARKANSAS FOR MEDICAL SCIENCES4301 W MARKHAM 812
LITTLE ROCK,AR72205
71-6046242 501(C)(3) 127,674       RESEARCH/SUBCONTRACT
(160) UNIVERSITY OF MASSACHUSETTS70 BUTTERFIELD TER 3RD FL
AMHERST,MA01003
04-3167352 501(C)(3) 43,538       RESEARCH/SUBCONTRACT
(161) UNIVERSITY OF ALABAMA - BIRMINGHAM1824 6TH AVE NP 2540
BIRMINGHAM,AL35294
63-6005396 501(C)(3) 1,604,232       RESEARCH/SUBCONTRACT
(162) UNIVERSITY OF ARIZONA1130 E HELEN ST
TUCSON,AZ85721
74-2652689 501(C)(3) 218,386       RESEARCH/SUBCONTRACT
(163) UNIVERSITY OF CALIFORNIAONE SHIELDS AVENUE
DAVIS,CA95616
95-6006144 501(C)(3) 714,199       RESEARCH/SUBCONTRACT
(164) UNIVERSITY OF CENTRAL FLORIDA4000 CENTRAL FLORIDA BLVD
ORLANDO,FL32816
59-2924021 501(C)(3) 25,732       RESEARCH/SUBCONTRACT
(165) UNIVERSITY OF CHICAGO6054 SOUTH DREXEL AVE
CHICAGO,IL60637
36-2177139 501(C)(3) 880,178       RESEARCH/SUBCONTRACT
(166) UNIVERSITY OF CINCINNATI440 LANGSAM LIBRARY
CINCINNATI,OH45221
31-6000989 501(C)(3) 111,228       RESEARCH/SUBCONTRACT
(167) UNIVERSITY OF COLORADO12631 E 19TH AVE C238-L15
AURORA,CO80045
84-6000555 501(C)(3) 317,074       RESEARCH/SUBCONTRACT
(168) UNIVERSITY OF COLORADO AT DENVEROFFICE OF GRANTSCONTRACTS
DENVER,CO80291
63-6005396 501(C)(3) 89,611       RESEARCH/SUBCONTRACT
(169) UNIVERSITY OF DAYTON300 COLLEGE PARK
DAYTON,OH45469
31-0536715 501(C)(3) 23,511       RESEARCH/SUBCONTRACT
(170) UNIVERSITY OF FLORIDAUNIVERSITY AVENUE
GAINESVILLE,FL32610
59-6002052 501(C)(3) 36,604       RESEARCH/SUBCONTRACT
(171) UNIVERSITY OF GEORGIA272 W HANCOCK AVE 200
ATHENS,GA30602
58-6001998 501(C)(3) 73,041       RESEARCH/SUBCONTRACT
(172) UNIVERSITY OF GEORGIA RESEARCHCONTRACTS GRANTS DIV
ATHENS,GA30602
58-1353149 501(C)(3) 361,605       RESEARCH/SUBCONTRACT
(173) UNIVERSITY OF ILLINOISOFFICE OF BUS FIN SVCS
CHICAGO,IL60612
37-6000511 501(C)(3) 566,806       RESEARCH/SUBCONTRACT
(174) UNIVERSITY OF IOWA2220 LINCOLN WAY
AMES,IA50011
42-6004813 501(C)(3) 10,904       RESEARCH/SUBCONTRACT
(175) UNIVERSITY OF KENTUCKY800 ROSE ST M-672
LEXINGTON,KY40536
61-6033693 501(C)(3) 203,554       RESEARCH/SUBCONTRACT
(176) UNIVERSITY OF LOUISVILLECONTROLLERS OFFICE
LOUISVILLE,KY40292
61-1014882 501(C)(3) 24,901       RESEARCH/SUBCONTRACT
(177) UNIVERSITY OF MARYLAND655 W LOMBARD ST STE102
BALTIMORE,MD21201
52-6002033 501(C)(3) 214,911       RESEARCH/SUBCONTRACT
(178) UNIVERSITY OF MEDICINE & DENTISTRY OF NJ675 HOES LANE
PISCATAWAY,NJ08854
22-1775306 501(C)(3) 69,983       RESEARCH/SUBCONTRACT
(179) UNIVERSITY OF MIAMICITI PROGRAM PO BOX 016960
MIAMI,FL33101
59-0624458 501(C)(3) 35,094       RESEARCH/SUBCONTRACT
(180) UNIVERSITY OF MICHIGANPO BOX 223131
PITTSBURGH,PA15251
38-6006309 501(C)(3) 2,405,336       RESEARCH/SUBCONTRACT
(181) UNIVERSITY OF MINNESOTAPO BOX 1450
MINNEAPOLIS,MN55485
41-6007513 501(C)(3) 52,533       RESEARCH/SUBCONTRACT
(182) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER2500 NORTH STATE STREET
JACKSON,MS39216
64-6008520 501(C)(3) 13,604       RESEARCH/SUBCONTRACT
(183) UNIVERSITY OF MONTANALOMMASSON CENTER
MISSOULA,MT59812
81-6001713 501(C)(3) 11,416       RESEARCH/SUBCONTRACT
(184) UNIVERSITY OF NORTH CAROLINACLUB GYMNASTICS
CHAPEL HILL,NC27599
56-6001393 501(C)(3) 392,448       RESEARCH/SUBCONTRACT
(185) UNIVERSITY OF PENNSYLVANIA3420 WALNUT ST
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 979,645       RESEARCH/SUBCONTRACT
(186) UNIVERSITY OF PITTSBURGH455 UNIVERSITY BLVD
PITTSBURGH,PA15260
25-0965591 501(C)(3) 262,315       RESEARCH/SUBCONTRACT
(187) UNIVERSITY OF SOUTH CAROLINATHOMAS COOPER LIBRARY
COLUMBIA,SC29208
57-6001153 501(C)(3) 200,867       RESEARCH/SUBCONTRACT
(188) UNIVERSITY OF SOUTHERN CALIFORNIAGA 850 W 37TH ST
LOS ANGELES,CA90033
95-1642394 501(C)(3) 8,385       RESEARCH/SUBCONTRACT
(189) UNIVERSITY OF SOUTHERN CALIFORNIA-LASPA 850 W 37TH ST
LOS ANGELES,CA90074
95-1642394 501(C)(3) 40,548       RESEARCH/SUBCONTRACT
(190) UNIVERSITY OF TENNESSEECOLLEGE OF VET MEDICINE
KNOXVILLE,TN37996
62-6001636 501(C)(3) 212,056       RESEARCH/SUBCONTRACT
(191) UNIVERSITY OF TEXAS727 EAST DEAN KEETON ST
AUSTIN,TX78705
75-6002868 501(C)(3) 33,223       RESEARCH/SUBCONTRACT
(192) UNIVERSITY OF TEXAS PRESSPO BOX 7819
AUSTIN,TX78713
74-6000203 501(C)(3) 68,234       RESEARCH/SUBCONTRACT
(193) UNIVERSITY OF UTAH201 S PRESIDENTS CIR
SALTLAKECITY,UT84112
87-6000525 501(C)(3) 22,800       RESEARCH/SUBCONTRACT
(194) UNIVERSITY OF WASHINGTON12455 COLLECTIONS DR
CHICAGO,IL60693
91-6001537 501(C)(3) 75,100       RESEARCH/SUBCONTRACT
(195) UNIVERSITY OF WISCONSIN115 EAST REINDL WAY
MILWAUKEE,WI53201
39-6006492 501(C)(3) 23,473       RESEARCH/SUBCONTRACT
(196) UNIVERSITY RESEARCH CO LLC7200 WISCONSIN AV STE600
BETHESDA,MD20814
52-0939806 501(C)(3) 544,483       RESEARCH/SUBCONTRACT
(197) URBAN INSTITUTE2100 M ST NW
WASHINGTON,DC20042
52-0880375 501(C)(3) 30,777       RESEARCH/SUBCONTRACT
(198) UT MD ANDERSON CANCER CENTER1515 HOLCOMBE BLVD
HOUSTON,TX77327
74-6001118 501(C)(3) 31,457       RESEARCH/SUBCONTRACT
(199) VACCINE & GENE THERAPY INST FLORIDA INC11352 SW VILLAGE PK
PORT ST LUCIE,FL34987
36-4631835 501(C)(3) 414,901       RESEARCH/SUBCONTRACT
(200) VANDERBILT UNIVERSITY2201 WEST END AVE
NASHVILLE,TN37232
62-0476822 501(C)(3) 182,885       RESEARCH/SUBCONTRACT
(201) VIRTUAL REALITY AIDS INC3204 CHURCHILL RD
RALEIGH,NC27607
56-2029750 N/A 40,932       RESEARCH/SUBCONTRACT
(202) W L CLIFTON POLITICAL CONSULTING378 ARIZONA AVE NE
ATLANTA,GA30307
26-1543465 N/A 18,750       RESEARCH/SUBCONTRACT
(203) WAKE FOREST UNIVERSITY1834 WAKE FOREST RD
WINSTONSALEM,NC27157
56-0532138 501(C)(3) 21,330       RESEARCH/SUBCONTRACT
(204) WASHINGTON UNIVERSITYONE BROOKLINE DR
ST LOUIS,MO63160
43-0653611 501(C)(3) 201,483       RESEARCH/SUBCONTRACT
(205) WEILL MEDICAL COLLEGE CORNELL UNIV1300 YORK AVE
NEW YORK,NY10005
13-1623978 501(C)(3) 18,798       RESEARCH/SUBCONTRACT
(206) WEST END MEDICAL CENTER868 YORK AVE SW
ATLANTA,GA30310
58-1233448 501(C)(3) 100,888       RESEARCH/SUBCONTRACT
(207) WISTAR INSTITUTE3601 SPRUCE ST
PHILADELPHIA,PA19104
23-6434390 501(C)(3) 26,234       RESEARCH/SUBCONTRACT
(208) WORLDSTRIDESPO BOX 6276
CHARLOTTESVILLE,VA22906
54-1902946 N/A 6,000       RESEARCH/SUBCONTRACT
(209) YALE UNIVERSITY300 GEORGE ST STE 2110
NEW HAVEN,CT06511
06-0646973 501(C)(3) 364,289       RESEARCH/SUBCONTRACT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
193
3
Enter total number of other organizations ................................ . Bullet Image
16
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) EMORY UNIVERSITY EDUCATIONAL ASSISTANCE 8642 177,934,217      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 Emory University's student aid awards consist of need-based and merit-based awards. Merit-based funding is awarded based upon donor preferences and restrictions or institutional academic criteria. Need-based aid is awarded based upon institutional methodology, a standard need analysis formula generally practiced by other private, non-profit peer institutions. Student financial aid is awarded to students for educational purposes. Award amounts are controlled by educational costs established by the institution and student progress is evaluated at key points in the student lifecycle if the award has contingencies that require such. Disbursement controls are in place which require THAT direct costs be paid prior to providing refunds for non-direct educational expenses. Emory University is responsible for ensuring that it communicates the relevant and necessary information contained in subcontracted award documents to the subrecipients. The Office of Grants and Contracts Accounting maintains a copy of the Subcontract Agreement, which stipulates the terms of the award and is signed by representatives of both Emory University and the subrecipient organization. This agreement indicates that the subrecipient understands and is aware of the award requirements. In addition, if there are any further changes to the Agreement, an amendment to the agreement is generated and signed by the representative of Emory University and the subrecipient.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Wright Caughman (i)
(ii)
517,674
178,596
0
273,467
3,049
43,193
157,350
0
5,196
12,999
683,269
508,255
0
0
(2) Susan Cruse (i)
(ii)
367,759
0
0
0
12,150
0
22,050
0
20,192
0
422,151
0
0
0
(3) John L Ford (i)
(ii)
276,276
0
0
0
3,510
0
22,050
0
10,052
0
311,888
0
0
0
(4) Michael ME Johns (i)
(ii)
480,989
0
0
0
27,144
0
23,350
0
13,917
0
545,400
0
0
0
(5) Earl Lewis (i)
(ii)
534,142
0
50,000
0
28,350
0
22,050
0
17,142
0
651,684
0
0
0
(6) Rosemary M Magee (i)
(ii)
260,523
0
0
0
0
0
22,050
0
17,628
0
300,201
0
0
0
(7) Michael J Mandl (i)
(ii)
605,252
0
90,750
0
99,953
0
100,193
0
14,539
0
910,687
0
0
0
(8) Stephen D Sencer (i)
(ii)
289,865
0
10,000
0
2,925
0
22,050
0
17,538
0
342,378
0
0
0
(9) James W Wagner (i)
(ii)
852,139
0
0
0
58,731
0
192,050
0
69,477
0
1,172,397
0
0
0
(10) Robert J Bachman (i)
(ii)
272,713
0
0
74,484
5,176
30
4,900
71,925
17,080
2,749
299,869
149,188
0
0
(11) Mary L Cahill (i)
(ii)
527,526
0
276,469
0
26,190
0
22,050
0
18,171
0
870,406
0
0
0
(12) Robin Forman (i)
(ii)
274,040
0
0
0
597
0
0
0
7,918
0
282,555
0
0
0
(13) John T Fox (i)
(ii)
488,315
478,625
0
350,884
667,067
41,154
760,850
29,554
212
25,515
1,916,444
925,732
654,204
0
(14) Susan M Grant (i)
(ii)
318,594
0
0
90,075
1,619
30
4,900
65,716
4,200
14,368
329,313
170,189
0
0
(15) Thomas J Lawley (i)
(ii)
705,749
0
0
203,161
742,851
0
27,826
38,168
4,029
11,286
1,480,455
252,615
0
0
(16) Dane Peterson (i)
(ii)
260,860
0
0
70,453
1,083
30
0
53,191
9,200
14,118
271,143
137,792
0
0
(17) John D Puskas (i)
(ii)
152,529
541,086
0
36,149
1,039,347
19,820
17,949
0
12,570
0
1,222,395
597,055
0
0
(18) John M Rhee (i)
(ii)
0
426,050
50,361
1,061,230
252
15,508
16,180
0
252
13,332
67,045
1,516,120
0
0
(19) Paul Kirshbom (i)
(ii)
12,088
767,333
0
645,451
12
16,198
16,480
0
4,164
10,086
32,744
1,439,068
0
0
(20) Robert W Bruce (i)
(ii)
103,061
395,606
0
795,526
18
22,039
18,684
0
15,328
600
137,091
1,213,771
0
0
(21) John Xerogeanes (i)
(ii)
0
556,312
0
722,225
0
15,526
16,180
0
246
14,393
16,426
1,308,456
0
0
(22) Kent B Alexander (i)
(ii)
322,840
0
0
0
1,205
0
22,050
0
14,914
0
361,009
0
0
0
(23) Gary S Hauk (i)
(ii)
213,707
0
0
0
0
0
19,380
0
6,903
0
239,990
0
0
0
(24) Robert APaul (i)
(ii)
387,698
0
18,511
0
800
0
22,050
0
13,867
0
442,926
0
0
0
(25) Fred Sanfilippo (i)
(ii)
511,657
397,035
0
279,173
15,079
40,263
28,250
34,039
9,493
14,634
564,479
765,144
0
0
(26) Ron Sauder (i)
(ii)
238,259
0
0
0
0
0
31,115
0
4,074
0
273,448
0
0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
QUESTIONS REGARDING COMPENSATION SCHEDULE J, PART I, LINE 1A First Class or Charter Travel: First class travel is not allowed unless it is the only seat available on a required flight or is a medical necessity for the employee. Travel for Companions: With the exception of the President, reimbursement or payment of the travel expenses of an eligible employee's family member must normally be pre-approved by the President or appropriate Executive Vice President or Senior Vice President. The travel expenses of an eligible employee's family member may be paid for or reimbursed by Emory University, and are not included in the employee's taxable income, provided the employee can establish that the presence of his or her family member serves a "bona fide business purpose," as defined in the Treasury Regulations. A family member's presence is considered to serve a bona fide business purpose if the individual has a significant role in the proceedings or makes an important contribution to the success of the event. If attendance of an eligible employee's family member is desirable but does not serve a bona fide business purpose to Emory, any such payment or reimbursement for such family member's travel expenses will be a taxable payment. Tax indemnification and gross up payments: Effective June 2, 2009, Emory University does not make tax indemnification or gross-up payments to executive staff members unless agreed to prior to such date. Pursuant to an initial employment agreement, Michael J. Mandl received a tuition benefit, which included a tax gross-up payment of $13,907. Housing allowance or residence for personal use: Emory University provides an on-campus residence for the President. The President must live in this residence as a requirement of his job and utilize the residence for University business purposes. Health or social club dues or initiation fees: Emory University provides certain executives with taxable compensation to reimburse the expense of membership dues and appropriate initiation fees for a social or country club used for Emory University business entertainment purposes. John T. Fox $2,827 Michael J. Mandl $8,076
ESTABLISHING COMPENSATION SCHEDULE J, PART I, LINE 3 The President's compensation is recommended by the Executive Compensation and Trustees' Conflict of Interest Committee of the EMORY UNIVERSITY Board of Trustees, comprised of five outside trustees, and approved by the Executive Committee of the Board of Trustees. The recommendation is based on compensation survey data with periodic review by an independent compensation consultant.
NON-QUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B Certain executives participate in a supplemental retirement plan intended to make up for limits on compensation in the qualified retirement plan. Mary L. Cahill $26,190 Susan Cruse $12,150 John L. Ford $ 3,510 John T. Fox $ 9,984 Earl Lewis $28,350 Michael J. Mandl $34,020 Stephen D. Sencer $ 2,925 James W. Wagner $55,980
NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 Earl Lewis received a $50,000 performance bonus. Stephen D. Sencer received a $10,000 performance bonus.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN Schedule J, Part II, Column C For purposes of retention, Emory University made a contribution of $134,000 to Wright Caughman's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory made a contribution of $732,600 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. In addition, Mr. Fox received a vested distribution from a 457(f) account in the amount of $654,204, which was related to awards from prior years. For purposes of retention, Emory University and Michael J. Mandl entered into a 457(f) deferred compensation agreement in 2008, pursuant to which Emory made an award of $547,000, which is not vested and is subject to a substantial risk of forfeiture, and which is reported ratably over seven years. John D. Puskas received a vested distribution from a 457(f) account in the amount of $1,039,079, which was related to awards from prior years. For purposes of retention, Emory University made a contribution of $170,000 to James W. Wagner's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number
58-0566256
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LSF6 08-04-2005 168,534,643 SEE PART V - 2005A   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LSJ8 08-04-2005 250,000,000 SEE PART V - 2005B   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LTD0 08-25-2005 281,575,000 SEE PART V - 2005C   X   X   X
D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LTV0 06-19-2008 328,058,432 SEE PART V - 2008ABC   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 31,185,000 0 0 198,225,000
2 Amount of bonds defeased . . . . 0 0 0 0
3 Total proceeds of issue . . . . 168,537,100 250,002,307 287,609,146 330,299,691
4 Gross proceeds in reserve funds . . 0 0 0 0
5 Capitalized interest from proceeds. 0 0 3,238,536 11,210,114
6 Proceeds in refunding escrow. . . . . 167,537,809 249,212,532 56,620,000 87,603,750
7 Issuance costs from proceeds . . . 996,834 787,468 1,684,295 1,810,978
8 Credit enhancement from proceeds. 0 0 0 0
9 Working capital expenditures from proceeds . . 2,457 2,307 0 91,614
10 Capital expenditures from proceeds . . 0 0 226,060,949 229,583,235
11 Other spent proceeds . . 0 0 5,366 0
12 Other unspent proceeds. . . 0 0 0 0
13 Year of substantial completion . . . 2002 2005 2007 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X     X   X    
15 Were the bonds issued as part of an advance refunding issue? X   X     X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X X   X  
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .   X   X X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 1.000 % 1.100 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 % 1.000 % 1.100 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue?   X X   X   X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X   X     X
b Name of provider . UBS & CITIGROUP
 
UBS & CITIGROUP
 
UBS & CITIGROUP
 
 
 
c Term of hedge . . 31. 31. 31.  
d Was the hedge superintegrated? .   X   X   X   X
e Was a hedge terminated? .   X   X   X   X
4a Were gross proceeds invested in a GIC? .   X   X X     X
b Name of provider . TRANSAMERICA OCCIDEN
 
 
 
TRANSAMERICA OCCIDEN
 
 
 
c Term of GIC . . 1.4   1.4  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X       X      
5 Were any gross proceeds invested beyond an available temporary period? . X   X     X   X
6 Did the bond issue qualify for an exception to rebate? . . . X     X X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SUPPLEMENTAL INFORMATION SCHEDULE K, PART V SEE SCHEDULE O FOR SUPPLEMENTAL INFORMATION RELATED TO SCHEDULE K.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SEE PART V          
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV (A) AMN HEALTHCARE, INC. (B) DIRECTOR IS CURRENT OFFICER (C) $889,108 (D) STAFFING AND MANAGED SERVICES (E) NO REVENUE SHARING (A) BAXTER HEALTHCARE INTERNATIONAL, INC. (B) DIRECTOR IS TRUSTEE (C) $5,346,912 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BLACK ROCK, INC. (B) MANAGING DIRECTOR, CIO, FUNDAMENTAL FIXED INCOME PORTFOLIO OFFICER IS TRUSTEE (C) $1,618,791 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) COCA COLA COMPANY, THE (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $510,994 (D) BEVERAGE PRODUCTS (E) NO REVENUE SHARING (A) COX ENTERPRISES, INC. (B) DIRECTOR IS TRUSTEE (C) $347,369 (D) ADVERTISING (E) NO REVENUE SHARING (A) DATEX OHMEDA (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $777,213 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) DEPUY (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $1,422,179 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) GE HEALTHCARE & MEDICAL SYSTEMS (B) PRESIDENT & CEO IS TRUSTEE (C) $19,989,883 (D) MEDICAL SUPPLIES & EQUIPMENT (E) NO REVENUE SHARING (A) GEORGIA POWER COMPANY (B) BOARD MEMBER OF PARENT IS TRUSTEE (C) $27,726,356 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) HYATT LEGAL PLANS, INC. (B) DIRECTOR OF PARENT IS TRUSTEE (C) $368,583 (D) EMPLOYEE LEGAL PLAN (E) NO REVENUE SHARING (A) JOHNSON & JOHNSON (B) DIRECTOR IS CURRENT OFFICER (C) $7,026,552 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) LAMAR ADVERTISING COMPANY (B) DIRECTOR IS TRUSTEE (C) $45,350 (D) ADVERTISING (E) NO REVENUE SHARING (A) MENTOR WORLDWIDE, LLC (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $286,149 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) METLIFE, INC (B) CHAIRMAN, PRESIDENT & CEO IS TRUSTEE (C) $2,555,232 (D) INSURANCE PROVIDER (E) NO REVENUE SHARING (A) ORKIN, INC. (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $509,146 (D) PEST CONTROL SERVICES (E) NO REVENUE SHARING (A) PUBLIX SUPER MARKETS, INC. (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $116,655 (D) SUPERMARKET PRODUCTS (E) NO REVENUE SHARING (A) SEIX-TRUSCO CAPITAL (B) DIRECTOR OF PARENT IS TRUSTEE (C) $763,171 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) STAPLES, INC. (B) BOARD MEMBER IS TRUSTEE (C) $4,090,148 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) SUNTRUST BANKS, INC. (B) BOARD MEMBER IS TRUSTEE (C) $444,779 (D) FEES (E) NO REVENUE SHARING (A) UNITED PARCEL SERVICE (B) OFFICER IS TRUSTEE (C) $201,183 (D) DELIVERY SERVICE (E) NO REVENUE SHARING (A) VISTAKON (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $165,678 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) PAMELA K. ALLEN (B) FAMILY MEMBER OF DIRECTOR (C) $27,151 (D) EMPLOYEE (E) NO REVENUE SHARING (A) WILLIAM CASTLE (B) FAMILY MEMBER OF TRUSTEE (C) $162,800 (D) EMPLOYEE (E) NO REVENUE SHARING (A) CHRISTOPHER YOUNGS CAUGHMAN (B) FAMILY MEMBER OF OFFICER (C) $25,418 (D) EMPLOYEE (E) NO REVENUE SHARING (A) KANEY FEDOVSKIY (B) FAMILY MEMBER OF OFFICER (C) $34,685 (D) EMPLOYEE (E) NO REVENUE SHARING (A) GEORGE H. GRANT (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $105,577 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MICHAEL M. JOHNS (B) FAMILY MEMBER OF OFFICER (C) $268,364 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $89,405 (D) EMPLOYEE (E) NO REVENUE SHARING (A) LESLIE LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $181,157 (D) EMPLOYEE (E) NO REVENUE SHARING (A) RACHEL LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $59,026 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JANET SANFILIPPO (B) FAMILY MEMBER OF OFFICER (C) $111,775 (D) EMPLOYEE (E) NO REVENUE SHARING (A) ANN SENCER (B) FAMILY MEMBER OF OFFICER (C) $109,889 (D) EMPLOYEE (E) NO REVENUE SHARING
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 8 20,375 APPRAISED
2 Art—Historical treasures . X 22 3,792,446 APPRAISED
3 Art—Fractional interests ..        
4 Books and publications .. X 1,455,571 APPRAISED
5 Clothing and household
goods .......
X 230,762 SELLING PRICE
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 118 34,883,966 MARKET QUOTATION
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies . X 3 25,708 APPRAISED
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
19
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
USE OF THIRD PARTIES FORM 990, SCHEDULE M, PART 1, LINE 32B EMORY UNIVERSITY USES REAL ESTATE BROKERS TO ASSIST WITH SALES OF REAL PROPERTY ORIGINALLY RECEIVED AS CHARITABLE CONTRIBUTIONS. SALES OF STOCK AND PARTNERSHIP INTERESTS GIFTED TO THE UNIVERSITY ARE MANAGED BY FINANCIAL AGENTS.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
EMORY UNIVERSITY
 
Employer identification number

58-0566256
Identifier Return Reference Explanation
MISSION STATEMENT FORM 990, PART III, LINE 1 EMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY. TO FULFILL THIS MISSION, THE UNIVERSITY SUPPORTS THE FULL RANGE OF SCHOLARSHIP, FROM UNDERGRADUATE TO ADVANCED GRADUATE AND PROFESSIONAL INSTRUCTION, AND FROM BASIC RESEARCH TO ITS APPLICATION IN PUBLIC SERVICE. WHILE BEING A COMPREHENSIVE RESEARCH UNIVERSITY, EMORY LIMITS ITS ACADEMIC SCOPE TO THOSE FIELDS IN WHICH, BY VIRTUE OF ITS HISTORY AND LOCATION, IT CAN EXCEL. HENCE ITS ACADEMIC PROGRAMS FOCUS ON THE ARTS AND SCIENCES, BUSINESS, LAW, THEOLOGY, AND THE HEALTH PROFESSIONS. THESE DISCIPLINES ARE UNIFIED BY THEIR DEVOTION TO LIBERAL LEARNING; BY COOPERATIVE INTERDISCIPLINARY PROGRAMS; AND BY THE COMMON PURSUIT OF INTELLECTUAL DISTINCTION. THE EMORY COMMUNITY IS OPEN TO ALL WHO MEET ITS HIGH STANDARDS OF INTELLIGENCE, COMPETENCE, AND INTEGRITY. IT WELCOMES A DIVERSITY OF ETHNIC, CULTURAL, SOCIOECONOMIC, RELIGIOUS, NATIONAL, AND INTERNATIONAL BACKGROUNDS, BELIEVING THAT THE INTELLECTUAL AND SOCIAL ENERGY THAT RESULTS FROM SUCH DIVERSITY IS A PRIMARY ASSET OF THE UNIVERSITY. IN KEEPING WITH THE DEMAND THAT TEACHING, LEARNING, RESEARCH, AND SERVICE BE MEASURED BY HIGH STANDARDS OF INTEGRITY AND EXCELLENCE, AND BELIEVING THAT EACH PERSON AND EVERY LEVEL OF SCHOLARLY ACTIVITY SHOULD BE VALUED ON ITS OWN MERITS, THE UNIVERSITY AIMS TO IMBUE SCHOLARSHIP AT EMORY WITH * A COMMITMENT TO HUMANE TEACHING AND MENTORSHIP AND A RESPECTFUL INTERACTION AMONG FACULTY, STUDENTS, AND STAFF; * OPEN DISCIPLINARY BOUNDARIES THAT ENCOURAGE INTEGRATIVE TEACHING, RESEARCH, AND SCHOLARSHIP; * A COMMITMENT TO USE KNOWLEDGE TO IMPROVE HUMAN WELL-BEING; AND * A GLOBAL PERSPECTIVE ON THE HUMAN CONDITION. THE UNIVERSITY, FOUNDED BY THE METHODIST EPISCOPAL CHURCH, CHERISHES ITS HISTORICAL AFFILIATION WITH THE UNITED METHODIST CHURCH. WHILE EMORY'S PROGRAMS ARE TODAY ENTIRELY NONSECTARIAN (EXCEPT FOR THOSE AT THE CANDLER SCHOOL OF THEOLOGY), THE UNIVERSITY HAS DERIVED FROM THIS HERITAGE THE CONVICTION THAT EDUCATION CAN BE A STRONG MORAL FORCE IN BOTH SOCIETY AND THE LIVES OF ITS INDIVIDUAL MEMBERS.
PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4 4a Emory University: A major research university that is privately endowed, coeducational and not-for-profit. With its nine colleges and schools, the University attracts top quality students from across the nation and abroad, and has a current total enrollment of approximately 13,400 students. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 20th among national universities in 2011 and has consistently been included in its Top 25 list since 1992. Emory also ranks in the top 20 schools for best value ("Great Schools, Great Prices") and in the "Up and "Comers list of schools having recently made the most promising and innovative changes in the areas of academics, faculty, student life, campus or facilities. In addition, Emory ranked 15th in Kiplinger's Personal Finance's "100 Best Values in Private Colleges." Emory was also recognized by The Chronicle of Higher Education for the third year in a row as one of the nation's "Great Colleges to Work For" in 2010. The University includes one of the nation's leading research and patient-care medical complexes, the Robert W. Woodruff Health Sciences Center. The Center includes the Emory University School of Medicine, Nell Hodgson Woodruff School of Nursing, Rollins School of Public Health, Yerkes National Primate Research Center, and Emory Healthcare. Among the other centers for specialized research and study at Emory are the Winship Cancer Institute; The Global Health Institute; The Center for Health Discovery and Well Being; The Center for Faculty Development and Excellence; The center for AIDS Research; The Michael C. Carlos Museum; Center for Ethics in Public Policy and the Professions; Center for International Programs Abroad; Center for Health, Culture and Society; Center for Teaching and Curriculum; The Cherry L. Emerson Center for Scientific Computation; Graduate Institute of the Liberal Arts; The Claus M. Halle Institute for Global Learning; and Institute for Women's Studies. 4b Emory University Hospital: A teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences and multiple organ and tissue transplantation. It was ranked one of "America's Best Hospitals" in 2010 and 2011 by U.S. News and World Report in 11 specialties. The Hospital provides integrated patient care with teaching and clinical research by physicians who are University faculty. It also provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital physicians provided $29.3 million in charity care during the current fiscal year. The Hospital has 685 licensed beds, of which 120 are located at Emory University Orthopedic and Spine Hospital, and 1,124 licensed physicians on staff. The Emory University Orthopedic and Spine Hospital has earned the highest patient satisfaction rankings in the country based on returned surveys from patients that have been nationally benchmarked by Press Ganey. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2011/index.html. 4c Emory University Hospital Midtown: Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. The Hospital provides advanced services such as cardiology, oncology and radiology as well as more traditional services such as obstetrics with both routine and intensive care nurseries. It also provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital Midtown physicians provided $18 million in charity care during the current fiscal year. Emory University Hospital Midtown has 511 licensed beds and 1,491 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2011/index.html.
FAMILY OR BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 (1) TRUSTEE WALTER M. DERISO, JR. IS THE DIRECTOR AND CHAIRMAN OF, AND IS EMPLOYED BY, ATLANTIC CAPITAL BANCSHARES, INC. AND ATLANTIC CAPITAL BANK. TRUSTEES J. DAVID ALLEN AND CHILTON D. VARNER SERVED AS DIRECTORS OF BOTH COMPANIES DURING THE FISCAL YEAR. (2) TRUSTEES WALTER M. DERISO, JR., RUSSELL R. FRENCH AND ROBERT C. GODDARD WERE ALL BOARD MEMBERS OF POST PROPERTIES, INC. DURING THE FISCAL YEAR. (3) TRUSTEES WENDELL REILLY AND CHILTON D. VARNER WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF BROWN AND BROWN, INC. DURING THE FISCAL YEAR. (4) KEY EMPLOYEE THOMAS J. LAWLEY SERVED ON THE BOARD OF DIRECTORS OF ROLLINS, INC., OF WHICH GARY W. ROLLINS IS PRESIDENT AND CEO, DURING THE FISCAL YEAR. (5) OFFICER MICHAEL M.E. JOHNS AND TRUSTEE GARY W. ROLLINS WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF GENUINE PARTS COMPANY DURING THE FISCAL YEAR.
PROVISION OF 990 TO GOVERNING BODY FORM 990, PART VI, QUESTION 11B PRIOR TO THE MAY 3, 2012, MEETING OF THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES AND THE JUNE 8, 2012, MEETING OF THE AUDIT COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, MANAGEMENT DISTRIBUTED A DRAFT OF THE 2010 FORM 990 TO THE COMMITTEE MEMBERS FOR THEIR REVIEW. DURING THE COURSE OF BOTH MEETINGS, MANAGEMENT PRESENTED AN OVERVIEW OF THE FORM 990 AND GAVE THE COMMITTEE MEMBERS AN OPPORTUNITY TO PROVIDE COMMENTS AND ASK QUESTIONS WITH RESPECT TO THE DRAFT. BASED ON FEEDBACK PROVIDED FROM THE COMMITTEE MEMBERS, MANAGEMENT UPDATED THE DRAFT FORM 990. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE 2010 FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT UPDATED THE FORM 990 FOR ALL COMMENTS RECEIVED AND FINALIZED THE RETURN PRIOR TO FILING.
CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C EMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES CERTAIN INDIVIDUALS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEES OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICTS OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO THE CONFLICT OF INTEREST COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE TRUSTEES WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING SUCH COMPANIES.
DETERMINATION OF COMPENSATION FORM 990, PART VI, LINE 15 EMORY UNIVERSITY HAS A COMMITTEE ON EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMPRISED OF FIVE NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. EACH YEAR, THE COMMITTEE REVIEWS MARKET DATA COMPILED BY INDEPENDENT CONSULTING FIRMS FROM COMPARABLE RESEARCH INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
PUBLIC AVAILABILITY OF DOCUMENTS FORM 990, PART VI, QUESTION 19 EMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
NUMBER OF HOURS PER WEEK WORKED AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B J. DAVID ALLEN 2 ELLEN A. BAILEY 3 RUSSELL R. FRENCH 1 JOHN T. GLOVER 1 ROBERT C. GODDARD III 1 GEORGE D. OVEREND 2 J. NEAL PURCELL 1 WENDELL S. REILLY 1 JOHN G. RICE 1 WRIGHT CAUGHMAN 34 MICHAEL M.E. JOHNS 1 MICHAEL J. MANDL 1 JOHN T. FOX 42 SUSAN M. GRANT 13 THOMAS J. LAWLEY 12 JOHN D. PUSKAS 20 JOHN M. RHEE 58 PAUL KIRSHBOM 60 ROBERT W. BRUCE 55 JOHN XEROGEANES 60 FRED SANFILIPPO 39
OTHER CHANGES IN NET ASSETS PART XI, LINE 5, RECONCILIATION OF NET ASSETS Unrealized gains (losses) on investments 272,058,740 Adjustment to annuities payable 393,863 Gain (loss) on advanced refunding of debt 2,255,435 Change in fair value of derivative instruments 13,369,502 Adjustment to Post-Retirement Benefit Plan - FAS 158 43,249,000 Adjustment to grants receivable per GAAP -40,313,633 Transfer of funds for partial purchase price - Emory Johns Creek -6,811,028 Prior year income tax refunds based on net operating loss carryback 3,691,943 Transfer of net assets to consolidated affiliates 14,273,116 TOTAL OTHER CHANGES IN NET ASSETS 302,167,938
FOREIGN BANK ACCOUNT REPORTING PART V, LINE 4b, FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES EMORY UNIVERSITY HAS TIMELY FILED FORM TD F 90-22.1, REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS, FOR THE FOLLOWING COUNTRIES: CHINA INDIA INDONESIA JAPAN KOREA MALAYSIA PHILIPPINES SPAIN TAIWAN THAILAND
FORMERLY REPORTED OFFICERS FORM 990, PART VII, SECTION A GARY S. HAUK AND RON SAUDER REMAIN IN EMORY UNIVERSITY'S PRESIDENT'S CABINET HOWEVER THEY ARE NO LONGER DISCLOSED AS OFFICERS PURSUANT TO THE FORM 990 INSTRUCTIONS. BASED ON THE UNIVERSITY BYLAWS, POSITIONS BELOW SENIOR VICE PRESIDENT ARE NOT OFFICERS OF THE ORGANIZATION.
PURPOSE AND ISSUE DATE OF REFUNDED ISSUES FORM 990, SCHEDULE K, PART I. COLUMN (F) A: 2005A - DEBT REFUNDING: 12/02/92 (1992A); 03/18/93 (1993A); 05/26/94 (1994A); 11/21/95 (1995A); 08/07/97 (1997A); 09/17/97 (1997C); 08/11/98 (1998A); 09/29/99 (1999A); AND 08/16/00 (2000A) B: 2005B - DEBT REFUNDING: 08/07/97(1997A); 09/17/97 (1997C); 08/11/98 (1998A); 09/29/99 (1999A); 08/16/00 (2000A); AND 10/10/01 (2001A) C: 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 05/26/94 (1994A); 11/21/95 (1995A); 09/17/97 (1997C); 09/29/99 (1999A); 08/16/00 (2000A); 08/16/00 (2000B); 10/10/01 (2001B); AND 10/17/02 (2002B) D: 2008ABC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/07/97 (1997A); AND 04/18/07 (2007CP) E: 2009B - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/16/00 (2000B); 10/10/01 (2001B); 10/17/02 (2002B); AND 03/10/09 & 03/24/09 (2007CP) F: 2009C - DEBT REFUNDING: 06/19/08 (2008A) G: 2010CP - DEBT REFUNDING: 08/11/98 (1998A); AND 04/18/07 (2007CP) H: 2011A - DEBT REFUNDING: 10/10/01 (2001A); 10/17/02 (2002A); AND 06/19/08 (2008B)
TOTAL PROCEEDS OF ISSUE FORM 990, SCHEDULE K, PART II, COLUMN (E), LINE 3 The Part I, Column (e) "issue price" does not agree with the Part II, line 3 "Total proceeds of issue" for certain bonds due to the inclusion of investment earnings on the proceeds accounts. The cumulative investment earnings included in Part II, line 3 are as follows: Private Colleges and Universities CUSIP # 74265LSF6 (2005A) $2,457 Private Colleges and Universities CUSIP # 74265LSJ8 (2005B) $2,307 Private Colleges and Universities CUSIP # 74265LTD0 (2005C) $6,034,146 Private Colleges and Universities CUSIP # 74265LTV0 (2008ABC) $2,241,259 Private Colleges and Universities CUSIP # 74265LVR6 (2009B) $6,913 Private Colleges and Universities CUSIP # 74265LXF0 (2009C) $1,780
REFUNDING OF PRE-2003 ISSUES FORM 990, SCHEDULE K, PART III, PRIVATE BUSINESS USE BOND ISSUES 2005A AND 2005B WERE USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY.
CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 DURING THE FISCAL YEAR THE BYLAWS OF EMORY UNIVERSITY WERE CHANGED TO Add a second Vice Chair who may serve as interim Board Chair under any of the following conditions: temporary incapacity of the Board Chair; permanent incapacity of the Board Chair; transition from existing Board Chair to a new Chair. .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
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 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) EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
HEALTH CLAIMS GA 0 0 NA
 
(2) GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 165,737 1,009,300 NA
 
(3) BOSKY ACQUISITIONS LLC
1230 PEACHTREE ST STE 3100
ATLANTA,GA30309
26-1718943
PROP HOLDING GA 0 0 NA
 
(4) EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVE
ATLANTA,GA30322
27-1119602
HEALTHCARE GA 1,067,135 145,644 NA
 
(5) ROSE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
45-4889158
INVESTMENTS GA 0 0 NA
 


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 organization
Yes No
(1) EMORY MEDICAL CARE FOUNDATION INC

1648 PIERCE DRIVE

ATLANTA,GA30322
58-1537752
MED MGMT GA 501(C)(3) 9 NA
 
 
 
(2) EMORY HEALTHCARE INC

201 DOWMAN DRIVE

ATLANTA,GA30322
58-2137993
MED MGMT GA 501(C)(3) 11.a NA
 
 
 
(3) THE EMORY CLINIC INC

1365 CLIFTON ROAD

ATLANTA,GA30322
58-2030692
HEALTHCARE GA 501(c)(3) 9 NA
 
 
 
(4) EMORY MEDICAL LABORATORIES INC

201 DOWMAN DRIVE

ATLANTA,GA30322
01-0553460
HEALTHCARE GA 501(C)(3) 3 NA
 
 
 
(5) WESLEY WOODS CENTER OF EMORY UNIVERSITY

1821 CLIFTON ROAD

ATLANTA,GA30322
58-1529366
HEALTHCARE GA 501(C)(3) 3 EMORY HEALTH
 
 
 
(6) EMORY-CHILDREN'S CENTER INC

201 DOWMAN DRIVE

ATLANTA,GA30322
58-2298500
HEALTHCARE GA 501(C)(3) 9 EMORY HEALTH
 
 
 
(7) LUTHER C FISCHER FOUNDATION

550 PEACHTREE ST

ATLANTA,GA30308
58-1052508
HEALTHCARE GA 501(C)(3) 11.a NA
 
 
 
(8) CRAWFORD W LONG MEMORIAL HOSPITAL AUXIL

550 PEACHTREE ST

ATLANTA,GA30308
58-6035386
HEALTHCARE GA 501(C)(3) 9 NA
 
 
 
(9) Emory University Post-Retirement Benefit

1599 Clifton Road NE

Atlanta,GA30322
58-2087692
VEBA GA 501(c)(9) N/A NA
 
 
 
(10) Emory Healthcare Post-Retirement Benefit

1440 Clifton Road NE

Atlanta,GA30322
90-0180674
VEBA GA 501(c)(9) N/A EMORY HEALTH
 
 
 
(11) EMORYSAINT JOSEPH'S INC

201 DOWMAN DRIVE

ATLANTA,GA30322
45-2721833
HEALTHCARE GA 501(C)(3) 3 EMORY HEALTH
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
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












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


(1) CLIFTON CASUALTY INSURANCE COMPANY LTD
 
 
Insurance CJ EMORY HEALTH
 
N/A 24,271,982 115,713,000 100.000 %
(2) NORTHLAKE REG PHYS CNTR CONDO ASSOC INC
2859 Paces Ferry Rd Ste 1140
Atlanta,GA30339
58-1850529
Medical Offices GA NA
 
C Corp 89,140 188,000 75.000 %
(3) EMORY UNIVERSITY POOLED LIFE INCOME FUND
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6095846
Charitable Trust GA NA
 
Trust 0 1,173,470 100.000 %
(4) J C M CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6219381
Charitable Trust GA NA
 
Trust 0 152,815 100.000 %
(5) M P & M P CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6251934
Charitable Trust GA NA
 
Trust 0 1,494,010 100.000 %
(6) F W S CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6278896
Charitable Trust GA NA
 
Trust 0 257,004 100.000 %
(7) H V S CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6278897
Charitable Trust GA NA
 
Trust 0 257,010 100.000 %
(8) C R CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6331774
Charitable Trust GA NA
 
Trust 0 125,081 75.000 %
(9) CLE & MLE CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352029
Charitable Trust GA NA
 
Trust 0 3,857,092 100.000 %
(10) FWS & HVS CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352030
Charitable Trust GA NA
 
Trust 0 77,046 100.000 %
(11) FWS & HVS CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352031
Charitable Trust GA NA
 
Trust 0 77,187 100.000 %
(12) FWS & HVS CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352032
Charitable Trust GA NA
 
Trust 0 77,344 100.000 %
(13) FWS & HVS CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352033
Charitable Trust GA NA
 
Trust 0 77,250 100.000 %
(14) C L E CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352034
Charitable Trust GA NA
 
Trust 0 3,908,869 100.000 %
(15) J L R CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352061
Charitable Trust GA NA
 
Trust 0 418,802 100.000 %
(16) C R CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352063
Charitable Trust GA NA
 
Trust 0 125,907 75.000 %
(17) J L R CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6352064
Charitable Trust GA NA
 
Trust 0 478,881 100.000 %
(18) J T L CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6361430
Charitable Trust GA NA
 
Trust 0 69,930 100.000 %
(19) S G CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6381857
Charitable Trust GA NA
 
Trust 0 712,559 100.000 %
(20) S G CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6381858
Charitable Trust GA NA
 
Trust 0 504,425 100.000 %
(21) S G CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6381859
Charitable Trust GA NA
 
Trust 0 504,931 100.000 %
(22) CLE & MLE CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6386922
Charitable Trust GA NA
 
Trust 0 2,204,016 100.000 %
(23) B P C CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6386924
Charitable Trust GA NA
 
Trust 0 23,729 100.000 %
(24) C M C CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6386925
Charitable Trust GA NA
 
Trust 0 24,468 100.000 %
(25) WB & EB CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6397976
Charitable Trust GA NA
 
Trust 0 143,361 100.000 %
(26) B C CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
04-7024611
Charitable Trust GA NA
 
Trust 0 890,504 100.000 %
(27) W R & M R CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
04-7024612
Charitable Trust GA NA
 
Trust 0 3,046,833 100.000 %
(28) V H & W H JR CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
04-7025968
Charitable Trust GA NA
 
Trust 0 251,736 100.000 %
(29) J W & F W CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
32-6089290
Charitable Trust GA NA
 
Trust 0 125,560 100.000 %
(30) J W & F W CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
32-6089289
Charitable Trust GA NA
 
Trust 0 125,559 100.000 %
(31) R INVESTMENT CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6397976
Charitable Trust GA NA
 
Trust 0 160,261 100.000 %
(32) W J B CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6366099
Charitable Trust GA NA
 
Trust 0 563,136 100.000 %
(33) H M CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6290534
Charitable Trust GA NA
 
Trust 0 650,707 100.000 %
(34) M M CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6290533
Charitable Trust GA NA
 
Trust 0 659,408 100.000 %
(35) R C M CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6106395
Charitable Trust GA NA
 
Trust 0 337,442 100.000 %
(36) D G CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
22-6676653
Charitable Trust GA NA
 
Trust 0 96,256 100.000 %
(37) M D B CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6333744
Charitable Trust GA NA
 
Trust 0 2,069,772 100.000 %
(38) K C C CHARITABLE REMAINDER TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6418757
Charitable Trust GA NA
 
Trust 0 296,729 100.000 %
(39) S C D TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6026550
Charitable Trust GA NA
 
Trust 0 14,854,693 100.000 %
(40) L D M & I M EYE RESEARCH TRUST FUND
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6267654
Charitable Trust GA NA
 
Trust 0 700,944 100.000 %
(41) H FAMILY TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6163830
Charitable Trust GA NA
 
Trust 0 9,323,743 100.000 %
(42) F W W TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6026015
Charitable Trust GA NA
 
Trust 0 3,305,952 100.000 %
(43) E D S TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6166635
Charitable Trust GA NA
 
Trust 0 1,883,973 100.000 %
(44) L L W TRUST FUND
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6109234
Charitable Trust GA NA
 
Trust 0 1,099,359 100.000 %
(45) C M & M M TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6310676
Charitable Trust GA NA
 
Trust 0 761,036 100.000 %
(46) J S D TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
58-6025990
Charitable Trust GA NA
 
Trust 0 1,773,943 100.000 %
(47) H SCHOLARSHIP TRUST
1599 Clifton Rd NE 3rd Floor
Atlanta,GA30322
63-0358756
Charitable Trust GA NA
 
Trust 0 12,670 100.000 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
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 (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
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 other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) EMORY-CHILDRENS CENTER INC

R 4,102,629  
(2) THE EMORY CLINIC INC

Q 29,341,239  
(3) CLIFTON CASUALTY INSURANCE COMPANY LLC

R 52,760,541  
(4) EMORY HEALTHCARE INC

R 1,579,221  
(5) WESLEY WOODS CENTER OF EMORY UNIVERSITY INC

R 16,311  
(6) EMORY MEDICAL CARE FOUNDATION INC

R 35,487,058  
(7) EMORY-CHILDRENS CENTER INC

R 18,629,890  
(8) THE EMORY CLINIC INC

R 40,141,090  
(9) EMORY HEALTHCARE INC

Q 7,402,576  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
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)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
TRANSACTIONS WITH RELATED ORGANIZATIONS FORM 990, 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.
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