Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 09-01-2018 , and ending 08-31-2019
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 3101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atlanta, GA30322
D Employer identification number

58-0566256
E Telephone number

G Gross receipts $ 4,746,011,333
F Name and address of principal officer:
Claire E Sterk President
1599 Clifton Road 3rd Floor 3101
Atlanta,GA30322
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EMORY.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 40
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 39
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 24,121
6 Total number of volunteers (estimate if necessary) ............. 6 12,868
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -23,432,374
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) ......... 1,090,729,734 850,730,627
9 Program service revenue (Part VIII, line 2g) ......... 3,118,517,868 3,404,008,732
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 288,498,651 454,392,482
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 33,503,229 36,256,742
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,531,249,482 4,745,388,583
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 426,464,152 477,031,740
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) 1,996,686,509 2,157,503,535
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 64,882 176,508
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet24,573,870    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,625,048,278 1,751,499,931
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,048,263,821 4,386,211,714
19 Revenue less expenses. Subtract line 18 from line 12....... 482,985,661 359,176,869
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,174,398,357 14,816,952,045
21 Total liabilities (Part X, line 26)............. 4,172,231,894 4,192,824,491
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,002,166,463 10,624,127,554
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
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Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Emory University's mission is to create, preserve, teach, and apply knowledge in the service of humanity. (See Schedule O for continuation)
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 2,104,171,725 including grants of $ 477,031,740 ) (Revenue $ 1,095,474,334 )
EMORY UNIVERSITY ("Emory" or "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 15,400 students. The University is a member of the Association of American Universities. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 21st among national universities in 2018 and has consistently been included in its top 25 list since 1992. Emory also ranks in the top 25 schools for "best value schools". In addition, Emory ranked 13th in Kiplinger's "100 best college values" and was named a "best value college" by the Princeton Review. 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 Hodson Woodruff School of Nursing, Rollins School of Public Health, and Yerkes National Primate Research Center. Among the many 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; The Cherry L. Emerson Center for Scientific Computation; and The Claus M. Halle Institute for Global Learning.
4b (Code:   ) (Expenses $ 1,022,973,919 including grants of $ 0 ) (Revenue $ 1,164,622,893 )
EMORY UNIVERSITY HOSPITAL MIDTOWN Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. Emory University Hospital Midtown was ranked the seventh best hospital in Atlanta, Georgia in 2018 by U.S. News and World Report and tenth in the state of Georgia. 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 as well as 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 $32.2 million in charity care during the current fiscal year. Emory University Hospital Midtown has 529 licensed beds and more than 1,200 licensed physicians on staff. The current community benefits report is published at http://whsc.emory.edu/publications/community-benefits-2019/index.html
4c (Code:   ) (Expenses $ 971,920,155 including grants of $ 0 ) (Revenue $ 1,143,911,505 )
EMORY UNIVERSITY HOSPITAL A teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences, multiple organ and tissue transplantation, orthopaedics, geriatrics and endocrinology. In 2018, Emory University Hospital was ranked as the number one hospital in metro Atlanta and in the state of Georgia by U.S. News and World Report for the seventh year in a row. The Hospital was also recognized as one of the nation's top hospitals by the national research corporation's consumer choice awards in 2017 and for 18 of the past 19 years. Emory University Hospital provides integrated patient care with teaching and clinical research by physicians who are university faculty as well as 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 $43.7 million in charity care during the current fiscal year. The Hospital has 871 licensed beds, of which 120 are located at Emory University Orthopaedic and Spine Hospital and 82 are located at Wesley Woods, and more than 1,300 licensed physicians on staff. The Emory University Orthopaedic 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/publications/community-benefits-2019/index.html
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,099,065,799
Form 990 (2018)
Form 990 (2018)
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 (see instructions)? 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 I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick 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 III.................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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..................
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 II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick 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.......
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............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick 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 and XII .................
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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 I(see instructions) ....Click to see attachment
17
Yes
 
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
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........................
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click 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.
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, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
26,513
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
24,121
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” to line 3b, 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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletHU , IN , AR , ID , IS , JA , KS , MY , MX , NI , PE , PL , SA , LO , SP , TU , BR , CJ , CI , CH , CO , EZ , DA , ET , FR , GR
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
Yes
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
Yes
 
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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
40
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
39
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBelva White1599 CLIFTON RD 3RD FLOOR   ATLANTA,GA30322 (404) 727-6018
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KATHELEN AMOS
 
Trustee
 2.0
.................
0.0 		X           0 0 0
(2) FACUNDO L BACARDI
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(3) THOMAS I BARKIN
 
Trustee
 2.0
.................
1.0 		X           0 0 0
(4) THOMAS D BELL JR
 
Trustee
 4.0
.................
0.0 		X           0 0 0
(5) HENRY L BOWDEN JR
 
Trustee
 2.0
.................
0.0 		X           0 0 0
(6) WILLIAM A BROSIUS
 
Trustee
 1.0
.................
1.0 		X           0 0 0
(7) SARAH BROWN
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(8) JAMES W BURNS
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(9) SUSAN A CAHOON
 
Trustee, Secretary
 1.0
.................
0.0 		X           0 0 0
(10) SHANTELLA CARR COOPER
 
Trustee
 3.0
.................
0.0 		X           0 0 0
(11) CRYSTAL EDMONSON
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(12) ROBERT C GODDARD III
 
Trustee
 4.0
.................
0.0 		X           0 0 0
(13) JAVIER C GOIZUETA
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(14) SUE HAUPERT-JOHNSON
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(15) MUHTAR KENT
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(16) JOHN L LATHAM
 
Trustee
 1.0
.................
0.0 		X           0 0 0
(17) JONATHAN K LAYNE
 
Trustee
 4.0
.................
0.0 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) STEVEN H LIPSTEIN
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(19) DEBORAH A MARLOWE
 
Trustee
 2.0
.......................0.0 		X           0 0 0
(20) WILLIAM T McALILLY
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(21) LEE P MILLER
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(22) JOHN G RICE
 
Trustee
 4.0
.......................0.0 		X           0 0 0
(23) RICK M RIEDER
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(24) TERESA M RIVERO
 
Trustee
 3.0
.......................0.0 		X           0 0 0
(25) ADAM H ROGERS
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(26) WILLIAM H ROGERS JR
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(27) KATHERINE T ROHRER
 
Trustee
 3.0
.......................0.0 		X           0 0 0
(28) TIMOTHY C ROLLINS
 
Trustee
 4.0
.......................0.0 		X           0 0 0
(29) STUART A ROSE
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(30) CYNTHIA M SANBORN
 
Trustee
 2.0
.......................0.0 		X           0 0 0
(31) DIANE W SAVAGE
 
Trustee
 4.0
.......................0.0 		X           0 0 0
(32) LEAH WARD SEARS
 
Trustee
 3.0
.......................0.0 		X           0 0 0
(33) LYNN H STAHL
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(34) ROSA TARBUTTON SUMTER
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(35) JAMES E SWANSON SR
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(36) MITCHELL A TANZMAN
 
Trustee
 3.0
.......................0.0 		X           0 0 0
(37) MARY VIRGINIA TAYLOR
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(38) GREGORY J VAUGHN
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(39) WILLIAM C WARREN IV
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(40) B MICHAEL WATSON
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(41) MARK A WEINBERGER
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(42) E JENNER WOOD III
 
Trustee
 1.0
.......................0.0 		X           0 0 0
(43) CHRISTOPHER AUGOSTINI
 
EVP - Business and Administration
 65.0
.......................3.0 		    X       1,027,249 0 52,322
(44) DEBORAH BRUNER
 
SVP RESEARCH
 60.0
.......................0.0 		    X       320,361 0 40,507
(45) ALLISON DYKES JOHNSON
 
VP - University Secretary
 60.0
.......................0.0 		    X       383,451 0 49,384
(46) DELBRIDGE KING
 
VP - Human Resources
 60.0
.......................0.0 		    X       304,302 0 41,941
(47) CAROL KISSAL
 
VP - Finance ; Chief Finance Officer
 60.0
.......................1.0 		    X       795,240 0 49,510
(48) JONATHAN S LEWIN MD
 
See Schedule J, Part III
 65.0
.......................5.0 		    X       722,628 1,396,208 55,770
(49) PAUL P MARTHERS
 
Interim SVP
 65.0
.......................0.0 		    X       387,144 0 48,026
(50) DWIGHT A McBRIDE
 
Provost/Exec VP, Academic Affairs
 65.0
.......................1.0 		    X       769,785 0 35,314
(51) THERESA MILAZZO
 
VP - Human Resources
 60.0
.......................0.0 		    X       318,947 0 39,953
(52) JOSHUA R NEWTON
 
SVP - Adv. & Alum. Engagement
 65.0
.......................0.0 		    X       358,164 0 19,488
(53) SRINIVAS PULAVARTI
 
VP-Investments
 60.0
.......................0.0 		    X       871,575 0 28,071
(54) DAVID B SANDOR
 
SVP Communications
 65.0
.......................0.0 		    X       438,340 0 44,990
(55) STEPHEN D SENCER
 
Sr VP & General Counsel
 65.0
.......................1.0 		    X       665,571 0 58,176
(56) CLAIRE STERK
 
President
 80.0
.......................0.0 		    X       1,226,632 0 512,885
(57) MARY BETH ALLEN
 
Chief HR Officer - EHC
 30.0
.......................30.0 		      X     0 655,022 30,719
(58) GREG ANDERSON
 
VP&CFO Emory University Hospital Midtown
 60.0
.......................0.0 		      X     151,876 198,443 50,935
(59) BILL BORNSTEIN MD
 
CMO & CQPSO
 30.0
.......................30.0 		      X     825 882,095 49,208
(60) CARLA CHANDLER
 
VP&CFO Emory University Hospital
 60.0
.......................1.0 		      X     294,615 66,700 44,250
(61) MICHAEL ELLIOTT
 
Dean of Emory College
 60.0
.......................0.0 		      X     503,499 0 39,840
(62) BRYCE GARTLAND MD
 
Hospital Group President & CEO - Emory University Hospital
 60.0
.......................2.0 		      X     514,533 227,017 118,069
(63) PATRICK HAMMOND
 
CEO - Emory Healthcare Network
 30.0
.......................30.0 		      X     0 1,134,925 52,686
(64) JAMES T HATCHER
 
CFO Emory Healthcare
 30.0
.......................31.0 		      X     0 876,826 38,720
(65) DAN OWENS
 
CEO - Emory University Hospital Midtown
 60.0
.......................1.0 		      X     439,701 273,199 112,293
(66) SHARON PAPPAS
 
Chief Nursing Officer
 30.0
.......................31.0 		      X     15,675 615,316 100,207
(67) DANE PETERSON
 
Chief Operating Officer - EHC
 30.0
.......................32.0 		      X     0 1,691,063 175,933
(68) SHEILA SANDERS
 
Chief Information Officer
 30.0
.......................30.0 		      X     0 511,861 36,833
(69) VIKAS SUKHATME MD
 
Dean, School of Medicine
 60.0
.......................4.0 		      X     617,569 504,910 44,360
(70) MATT WAIN
 
CEO - Emory University Hospital
 60.0
.......................0.0 		      X     0 0 0
(71) FAIZ U AHMAD MD
 
Physician
 0.0
.......................60.0 		        X   1,003,050 1,789,662 55,933
(72) KEITH WALTER MICHAEL MD
 
Physician
 0.0
.......................60.0 		        X   262,968 1,423,718 38,257
(73) DAN REFAI MD
 
Physician
 0.0
.......................60.0 		        X   6,000 1,883,970 48,604
(74) JOHN M RHEE MD
 
Physician
 0.0
.......................60.0 		        X   28 2,146,605 42,978
(75) SANGWOOK TIM YOON MD
 
Physician
 0.0
.......................60.0 		        X   2,083 1,597,066 51,875
(76) CHRISTIAN P LARSEN MD
 
Former Key Employee
 40.0
.......................20.0 		          X 269,869 409,479 47,766
(77) DAVID STEPHENS MD
 
Former Key Employee
 60.0
.......................4.0 		          X 555,630 326,485 30,779
(78) CHARLIE COY (Peter) BARNES JR
 
Former Officer
 60.0
.......................0.0 		          X 459,700 0 34,236
(79) S WRIGHT CAUGHMAN MD
 
Former Officer
 40.0
.......................20.0 		          X 341,860 77,704 44,558
(80) SUSAN CRUSE
 
Former Officer
 65.0
.......................0.0 		          X 1,022,371 0 44,892
(81) VINCE DOLLARD
 
Former Officer
 65.0
.......................0.0 		          X 240,444 0 38,234
(82) RICHARD A MENDOLA
 
Former officer
 60.0
.......................0.0 		          X 656,478 0 56,422
(83) AJAY NAIR
 
Former Officer
 0.0
.......................0.0 		          X 152,185 0 20,131
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 16,100,348 18,688,274 2,525,055
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2,183
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HOLDER CONSTRUCTION COMPANY

3333 RIVERWOOD PARKWAY
ATLANTA,GA30339 		CONSTRUCTION 37,763,450
GAY CONSTRUCTION COMPANY

2907 LOG CABIN DRIVE
SMYRNA,GA30080 		CONSTRUCTION 24,988,473
MCCARTHY BUILDING COMPANIES INC

2859 PACES FERRY ROAD
ATLANTA,GA30339 		CONSTRUCTION 18,838,955
STRUCTOR GROUP INC

3200 COBB GALLERIA PKWY
ATLANTA,GA30339 		CONSTRUCTION 13,997,852
BON APPETIT MANAGEMENT CO

PO BOX 50196
LOS ANGELES,CA90074 		FOOD SERVICES 10,535,730
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet308
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 2,502,319
d Related organizations1d  
e Government grants (contributions)1e 643,372,677
f All other contributions, gifts, grants, and similar amounts not included above1f 204,855,631
g Noncash contributions included in lines 1a - 1f:$ 33,473,448
h Total. Add lines 1a-1f.......MediumBullet 850,730,627
Program Service RevenueAmt Business Code
2a Tuition and fees 611600 757,484,081 757,484,081    
b Medical Services 624100 2,478,371,068 2,477,427,590 943,478  
c Auxiliary operating activities 611600 74,665,836 74,665,836    
d Independent operations 721110 23,798,286 14,349,956 9,448,330  
e Education/Clinical Research 611600 69,689,461 69,689,461    
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ....MediumBullet 3,404,008,732
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 62,360,270   -33,824,182 96,184,452
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 4,873,356     4,873,356
(ii) Personal (i) Real
6a Gross rents   11,303,102
b Less: rental expenses    
c Rental income or (loss) 0 11,303,102
d Net rental income or (loss)......MediumBullet 11,303,102     11,303,102
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory -2,838,099 394,870,311
b Less: cost or other basis and sales expenses    
c Gain or (loss) -2,838,099 394,870,311
d Net gain or (loss).....MediumBullet 392,032,212     392,032,212
8a Gross income from fundraising events (not including $ 2,502,319of contributions reported on line 1c). See Part IV, line 18 ....
a 109,500
b Less: direct expenses ...b 622,750
c Net income or (loss) from fundraising events..MediumBullet -513,250   -513,250
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        
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        
Business Code Miscellaneous Revenue
11a Financial Administration 611710 7,436,635     7,436,635
b Concessions/Services 611710 12,934,093     12,934,093
c Network and communications 611710 222,806     222,806
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 20,593,534
12 Total revenue. See Instructions......MediumBullet 4,745,388,583 3,393,616,924 -23,432,374 524,473,406
Form 990 (2018)
Form 990 (2018)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 146,734,128 146,734,128
2 Grants and other assistance to domestic individuals. See Part IV, line 22 305,060,918 305,060,918
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 25,236,694 25,236,694
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 20,377,168 12,159,404 7,403,698 814,066
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 3,441,543   3,441,543  
7 Other salaries and wages 1,620,149,100 1,500,290,982 104,232,506 15,625,612
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 112,863,732 103,834,634 7,900,461 1,128,637
9 Other employee benefits ....... 289,627,395 266,457,203 20,273,918 2,896,274
10 Payroll taxes ........... 111,044,597 102,161,029 7,773,122 1,110,446
11 Fees for services (non-employees):        
a Management ...... 25,911,260   25,911,260  
b Legal ......... 8,699,676 7,307,728 1,304,951 86,997
c Accounting ........... 922,545   922,545  
d Lobbying ........... 178,664   178,664  
e Professional fundraising services. See Part IV, line 17 176,508 176,508
f Investment management fees ...... 145,742   145,742  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 73,993,465 41,436,340 31,817,190 739,935
12 Advertising and promotion .... 2,370,729 2,252,193 118,536  
13 Office expenses ....... 26,820,844 26,284,428 268,208 268,208
14 Information technology ...... 15,753,123 12,760,030 2,835,562 157,531
15 Royalties ..        
16 Occupancy ........... 89,895,971 79,108,454 9,888,557 898,960
17 Travel ............ 11,178,260 9,389,738 1,117,826 670,696
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 7,507,165 7,507,165    
20 Interest ........... 68,914,532 65,468,805 3,445,727  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 223,162,246 214,235,756 8,926,490  
23 Insurance ... 21,031,742 21,031,742    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Educational Expense 14,735,592 14,735,592    
b Medical Expense 790,836,308 790,836,308    
c Provision for Bad Debts 138,310,413 138,310,413    
d Administrative Expense 24,665,499   24,665,499  
e All other expenses 206,466,155 206,466,115 40 0
25 Total functional expenses. Add lines 1 through 24e 4,386,211,714 4,099,065,799 262,572,045 24,573,870
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 1,161,311,855 2 1,318,922,793
3 Pledges and grants receivable, net ...... 396,126,560 3 193,792,160
4 Accounts receivable, net ............. 450,454,435 4 802,478,641
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 0 7 0
8 Inventories for sale or use ........ 22,563,699 8 24,448,135
9 Prepaid expenses and deferred charges ...... 256,038,953 9 128,196,452
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,918,616,686
b Less: accumulated depreciation 10b 3,047,501,670 2,758,266,336 10c 2,871,115,016
11 Investments—publicly traded securities . 2,177,877,924 11 1,372,827,001
12 Investments—other securities. See Part IV, line 11 ..... 6,928,620,799 12 8,083,211,502
13 Investments—program-related. See Part IV, line 11 .. 23,137,557 13 21,960,345
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 239 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 14,174,398,357 16 14,816,952,045
Liabilities 17 Accounts payable and accrued expenses ..... 438,541,109 17 465,401,315
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 468,038,927 19 286,380,981
20 Tax-exempt bond liabilities ......... 1,575,574,581 20 1,756,467,191
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 376,433,736 24 223,592,502
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,313,643,541 25 1,460,982,502
26 Total liabilities. Add lines 17 through 25.. 4,172,231,894 26 4,192,824,491
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 4,587,104,447 27 4,842,311,630
28 Temporarily restricted net assets ........... 3,192,920,608 28 0
29 Permanently restricted net assets 2,222,141,408 29 5,781,815,924
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ..... 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 0 32 0
33 Total net assets or fund balances ........... 10,002,166,463 33 10,624,127,554
34 Total liabilities and net assets/fund balances ........ 14,174,398,357 34 14,816,952,045
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,745,388,583
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,386,211,714
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
359,176,869
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
10,002,166,463
5
Net unrealized gains (losses) on investments ...............
5
88,615,042
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
174,169,180
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
10,624,127,554
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 585,280,325 639,959,619 717,202,964 1,090,729,734 850,730,627 3,883,903,269
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 585,280,325 639,959,619 717,202,964 1,090,729,734 850,730,627 3,883,903,269
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).. 427,436,811
6 Public support. Subtract line 5 from line 4. 3,456,466,458
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 585,280,325 639,959,619 717,202,964 1,090,729,734 850,730,627 3,883,903,269
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 130,867,565 132,718,201 98,559,100 111,030,258 78,536,728 551,711,852
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 12,860,220 16,765,014 12,941,763 15,950,816 20,080,284 78,598,097
11 Total support. Add lines 7 through 10 4,514,213,218
12
12
14,598,250,233
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
76.57 %
15
15
73.44 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 216210.0, COLUMN B - -337376.0, COLUMN C - 248305.0, COLUMN D - -122362.0, COLUMN E - -513250.0, COLUMN F - -508473.0; DESCRIPTION - FINANCIAL ADMINISTRATION, COLUMN A - 1062611.0, COLUMN B - 2225983.0, COLUMN C - 2338366.0, COLUMN D - 3535935.0, COLUMN E - 7436635.0, COLUMN F - 16599530.0; DESCRIPTION - CONCESSIONS / SERVICES, COLUMN A - 11388013.0, COLUMN B - 14588781.0, COLUMN C - 10262454.0, COLUMN D - 12313225.0, COLUMN E - 12934093.0, COLUMN F - 61486566.0; DESCRIPTION - NETWORK/COMMUNICATIONS, COLUMN A - 193386.0, COLUMN B - 287626.0, COLUMN C - 92638.0, COLUMN D - 224018.0, COLUMN E - 222806.0, COLUMN F - 1020474.0;
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
Emory University
  		Employer identification number
58-0566256
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
Emory University
  		Employer identification number

58-0566256
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
Emory University
  		Employer identification number

58-0566256
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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 function 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
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)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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
 
0
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
 
183,640
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
577,493
j
Total. Add lines 1c through 1i ....................................................................................................
761,133
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B EMORY UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. A DE MINIMIS 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 GOVERNMENT 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 CONTACT BY LETTERS, PHONE CALLS, EMAILS, AND MEETINGS WITH LEGISLATORS AND MEMBERS OF THEIR 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, APPROPRIATIONS/BUDGET, TAX ISSUES, AND HEALTHCARE. ESTIMATED EXPENSES ARE AS FOLLOWS: LINE 1G: CONTRACT LOBBYISTS: $178,664 STATE LOBBYING: $4,976 TOTAL: $183,640 LINE 1I: SALARIES: $395,167 TRAVEL: $42,977 MEMBERSHIP DUES: $128,911 OFFICE OVERHEAD: $10,438 TOTAL: $577,493
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 3,059,635
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 111,870,977
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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 6,464,536,599 6,175,223,812 5,775,784,405 5,763,138,887 5,962,965,212
b Contributions ... 292,998,264 59,005,107 62,885,056 54,586,238 108,493,602
c Net investment earnings, gains, and losses 599,055,065 502,127,129 603,741,196 213,296,802 -66,428,385
d Grants or scholarships ... 29,942,643 27,763,922 35,098,656 24,897,719 22,051,776
e Other expenditures for facilities
and programs ... 		230,701,487 221,891,319 210,272,785 209,481,805 200,138,770
f Administrative expenses .... 23,189,627 22,164,208 21,815,404 20,857,998 19,700,996
g End of year balance ...... 7,072,756,171 6,464,536,599 6,175,223,812 5,775,784,405 5,763,138,887
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet22.7 %
b
Permanent endowment SchDMd Bullet37.06 %
c
Temporarily restricted endowment SchDMd Bullet40.24 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   123,116,754 123,116,754
b Buildings ....   3,360,764,488 1,401,458,731 1,959,305,757
c Leasehold improvements        
d Equipment ....   2,434,735,444 1,646,042,939 788,692,505
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,871,115,016
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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.........   F
(2) Closely-held equity interests........    
(3) Other
(A) SHORT-TERM INVESTMENTS		    

(B) COMMINGLED FUNDS-EQUITY		    

(C) COMMINGLED FUNDS-FIXED INCOME		    

(D) REAL ESTATE PARTNERSHIPS		    

(E) INVESTMENT-PRIVATE SECURITIES		    

(F) MARKETABLE REAL ESTATE		    

(G) MISCELLANEOUS INVESTMENTS		    

(H) HEDGED STRATEGIES		    

(I) PRIVATE MARKET INVESTMENTS		    

(J) NATURAL RESOURCES		    

(K) OIL/GAS		    

(L) INTEREST IN PERPETUAL FUNDS		    

(M) Short-term investments		 146,040,028 F

(N) Public Equity		 2,732,353,256 F

(O) Fixed Income Securities		 38 F

(P) Real Estate		 730,857,091 F

(Q) Private Equity/Venture Capital		 1,786,918,047 F

(R) Miscellaneous Investments		 929,467,252 F

(S) Interest in Perpetual Funds		 1,757,575,790 F

(T) Hedged Strategies		   F

(U) Private Market Investments		   F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 8,083,211,502
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
INTEREST PAYABLE  
PROFESSIONAL LIABILITY RESERVE  
FUNDS HELD IN TRUST FOR OTHERS  
GOV ADVANCE-FEDERAL LOAN PROG  
ANNUITIES PAYABLE  
LIABILITY FOR DERIVATIVES  
ASSET RETIREMENT OBLIGATION  
Interest payable 14,892,412
Annuities payable 15,286,755
Benefit obligations/professional liabilities 294,403,411
Funds held in trust for others 826,663,329
Government advances federal loan programs 16,638,366
Liability for derivative instruments 238,111,858
Asset Retirement Obligation 54,986,371
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,460,982,502
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 4 Collections of art - description of collections COLLECTIONS OF ART, HISTORICAL TREASURES & SIMILAR ASSETS 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 INDIGENOUS AMERICAS; E) THE ART OF SUB-SAHARAN AFRICA; F) THE ART OF ASIA. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 68 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 1,100 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. THE STUART A. ROSE MANUSCRIPT, ARCHIVES AND RARE BOOK LIBRARY (ROSE LIBRARY) DEVELOPS, PRESERVES AND MAKES ACCESSIBLE FOCUSED AREAS TO SUPPORT THE RESEARCH AND TEACHING MISSION OF THE UNIVERSITY. ROSE LIBRARY'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; AND I) HISTORY OF EMORY UNIVERSITY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS.
Schedule D, Part V, Line 4 Intended uses of endowment funds INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY MATERIALS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. Unrelated business income of the University is reported on Form 990-T. In December 2017, the Tax Cuts and Job Acts (the Act) was approved by the United States Congress. Emory has adopted the relevant positions of the Act, and there was no material impact on the consolidated financial statements.
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on 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.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047 2018Open 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 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2018)
Schedule E (Form 990 or 990EZ) (2018)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY EMORY UNIVERSITY IS DEDICATED TO PROVIDING EQUAL OPPORTUNITIES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, RELIGION, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, VETERAN'S STATUS, OR ANY FACTOR THAT IS A PROHIBITED CONSIDERATION UNDER APPLICABLE LAW. EMORY UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSIONS, EDUCATIONAL PROGRAMS, OR EMPLOYMENT ON THE BASIS OF ANY FACTOR OUTLINED ABOVE OR PROHIBITED UNDER APPLICABLE LAW. STUDENTS, FACULTY, AND STAFF ARE ASSURED OF PARTICIPATION IN UNIVERSITY PROGRAMS AND IN THE USE OF FACILITIES WITHOUT SUCH DISCRIMINATION. EMORY UNIVERSITY COMPLIES WITH ALL APPLICABLE EQUAL EMPLOYMENT OPPORTUNITY LAWS AND REGULATIONS, AND FOLLOWS THE PRINCIPLES OUTLINED ABOVE IN ALL ASPECTS OF EMPLOYMENT INCLUDING RECRUITMENT, HIRING, PROMOTIONS, TRANSFERS, DISCIPLINE, TERMINATIONS, WAGE AND SALARY ADMINISTRATION, BENEFITS, AND TRAINING. NONDISCRIMINATORY POLICY: 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, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, OR VETERAN'S STATUS; AND PROHIBITS SUCH DISCRIMINATION BY ITS STUDENTS, FACULTY AND STAFF.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT 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) (2018)
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean     Investments Investments 3,505,594,393
Central America and the Caribbean     Program Services Conference 2,229
Central America and the Caribbean     Program Services Education 135,878
Central America and the Caribbean     Program Services Meetings 6,544
Central America and the Caribbean     Program Services Recruiting 8,545
Central America and the Caribbean   2 Program Services Research 166,305
Central America and the Caribbean     Program Services Subcontract 1,588,812
East Asia and the Pacific     Investments Investments 31,644,264
East Asia and the Pacific     Investments Management 21,544
East Asia and the Pacific     Program Services Alumni Activity 28,735
East Asia and the Pacific   1 Program Services Conference 256,318
East Asia and the Pacific     Program Services Donations 2,941
East Asia and the Pacific   4 Program Services Education 272,259
East Asia and the Pacific     Program Services Meetings 54,236
East Asia and the Pacific     Program Services Performance/Exhibition 3,044
East Asia and the Pacific     Program Services Recruiting 80,605
East Asia and the Pacific   9 Program Services Research 705,432
East Asia and the Pacific     Program Services Subcontract 1,081,066
Europe (Including Iceland and Greenland)     Investments Investments 331,460,145
Europe (Including Iceland and Greenland)     Investments Management 20,698
Europe (Including Iceland and Greenland)     Program Services Alumni Activity 10,778
Europe (Including Iceland and Greenland)     Program Services Conference 578,951
Europe (Including Iceland and Greenland)     Program Services Donations 23,417
Europe (Including Iceland and Greenland) 1 49 Program Services Education 2,884,738
Europe (Including Iceland and Greenland)     Program Services Meetings 104,768
Europe (Including Iceland and Greenland)     Program Services Performance / Exhibition 42,287
Europe (Including Iceland and Greenland)     Program Services Recruiting 64,671
Europe (Including Iceland and Greenland)   17 Program Services Research 1,791,428
Europe (Including Iceland and Greenland)     Program Services Subcontract 3,469,173
Middle East and North Africa     Investments Investments 4,800,647
Middle East and North Africa     Program Services Conference 15,354
Middle East and North Africa   2 Program Services Education 73,457
Middle East and North Africa     Program Services Meetings 1,959
Middle East and North Africa     Program Services Performance / Exhibition 675
Middle East and North Africa     Program Services Recruiting 4,831
Middle East and North Africa   4 Program Services Research 122,587
North America (Canada & Mexico only)     Investments Investments 46,505,224
North America (Canada & Mexico only)     Program Services Alumni Activity 1,118
North America (Canada & Mexico only)     Program Services Conference 185,853
North America (Canada & Mexico only)   3 Program Services Education 137,648
North America (Canada & Mexico only)     Program Services Grant 5,000
North America (Canada & Mexico only)     Program Services Meetings 67,149
North America (Canada & Mexico only)     Program Services Performance / Exhibition 29
North America (Canada & Mexico only)     Program Services Recruiting 10,332
North America (Canada & Mexico only)   7 Program Services Research 130,932
North America (Canada & Mexico only)     Program Services Subcontract 350,199
Russia and Neighboring States     Program Services Conference 18,255
Russia and Neighboring States     Program Services Meetings 10,369
Russia and Neighboring States   20 Program Services Research 223,473
Russia and Neighboring States     Program Services Subcontract 1,056,330
South America     Investments Investments 7,534,499
South America     Program Services Alumni Activity 700
South America     Program Services Conference 15,169
South America   1 Program Services Education 58,780
South America     Program Services Grant 5,000
South America     Program Services Meetings 26,489
South America     Program Services Recruiting 63,130
South America   14 Program Services Research 125,363
South America     Program Services Subcontract 1,453,541
South Asia     Investments Investments 5,859,469
South Asia     Investments Management fees 11,690
South Asia     Program Services Alumni Activity 8,082
South Asia     Program Services Conference 30,686
South Asia   19 Program Services Education 805,751
South Asia     Program Services Grant 5,000
South Asia     Program Services Meetings 45,880
South Asia     Program Services Recruiting 59,657
South Asia   18 Program Services Research 586,539
South Asia     Program Services Subcontract 4,684,771
Sub-Saharan Africa     Program Services Conference 124,679
Sub-Saharan Africa     Program Services Donations 8,035
Sub-Saharan Africa   2 Program Services Education 217,399
Sub-Saharan Africa     Program Services Grant 35,000
Sub-Saharan Africa     Program Services Meetings 89,719
Sub-Saharan Africa     Program Services Recruiting 2,133
Sub-Saharan Africa 7 123 Program Services Research 6,076,545
Sub-Saharan Africa     Program Services Subcontract 11,342,936
Sub-Saharan Africa     Investments Investments 184,981,682
3a Sub-total ..... 0 16 3,539,866,652
b Total from continuation sheets to Part I ...     620,217,297
c Totals (add lines 3a and 3b) 8 295 4,160,083,949
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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. Part II can be duplicated 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 non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) SubContract 673,250 Wire      
South Asia SubContract 38,586 Wire      
Russia and Neighboring States SubContract 9,997 Wire      
Sub-Saharan Africa SubContract 155,192 Wire      
South America SubContract 1,118,632 Wire      
South America SubContract 42,550 Wire      
Europe (Including Iceland and Greenland) SubContract 126,454 Wire      
South Asia SubContract 70,332 Wire      
Sub-Saharan Africa SubContract 120,256 Wire      
East Asia and the Pacific SubContract 28,053 Wire      
South Asia SubContract 67,304 Wire      
Sub-Saharan Africa SubContract 71,258 Wire      
North America (Canada & Mexico only) SubContract 117,763 Wire      
East Asia and the Pacific SubContract 197,368 Wire      
East Asia and the Pacific SubContract 22,034 Wire      
East Asia and the Pacific SubContract 44,701 Wire      
Russia and Neighboring States SubContract 332,083 Wire      
Europe (Including Iceland and Greenland) SubContract 3,340,511 Wire      
Sub-Saharan Africa SubContract 18,850 Wire      
East Asia and the Pacific SubContract 200,531 Wire      
Sub-Saharan Africa SubContract 55,520 Wire      
South America SubContract 12,201 Wire      
South America SubContract 6,845 Wire      
Sub-Saharan Africa SubContract 2,763,102 Wire      
Europe (Including Iceland and Greenland) SubContract 48,538 Wire      
Europe (Including Iceland and Greenland) SubContract 47,503 Wire      
Europe (Including Iceland and Greenland) SubContract 190,000 Wire      
East Asia and the Pacific SubContract 143,123 Wire      
South Asia SubContract 41,542 Wire      
Central America and the Caribbean SubContract 306,548 Wire      
Sub-Saharan Africa SubContract 495,490 Wire      
Europe (Including Iceland and Greenland) SubContract 133,197 Wire      
South Asia SubContract 137,585 Wire      
South Asia SubContract 269,222 Wire      
South Asia SubContract 2,008,875 Wire      
Sub-Saharan Africa SubContract 12,892 Wire      
South Asia SubContract 15,089 Wire      
Europe (Including Iceland and Greenland) SubContract 41,393 Wire      
Sub-Saharan Africa SubContract 47,750 Wire      
Sub-Saharan Africa Donation 8,035 Wire      
Europe (Including Iceland and Greenland) SubContract 2,741,629 Wire      
South Asia SubContract 455,885 Wire      
East Asia and the Pacific SubContract 101,486 Wire      
Europe (Including Iceland and Greenland) Donation 22,500 Wire      
East Asia and the Pacific SubContract 13,112 Wire      
Sub-Saharan Africa SubContract 15,600 Wire      
South Asia SubContract 24,186 Wire      
Russia and Neighboring States SubContract 175,000 Wire      
Russia and Neighboring States SubContract 178,564 Wire      
South America SubContract 82,725 Wire      
South Asia SubContract 19,780 Wire      
Sub-Saharan Africa SubContract 63,386 Wire      
Russia and Neighboring States SubContract 243,094 Wire      
South Asia SubContract 128,642 Wire      
South Asia SubContract 52,494 Wire      
North America (Canada & Mexico only) SubContract 29,624 Wire      
East Asia and the Pacific SubContract 100,365 Wire      
Europe (Including Iceland and Greenland) SubContract 180,000 Wire      
South Asia SubContract 704,267 Wire      
Sub-Saharan Africa SubContract 27,080 Wire      
Sub-Saharan Africa SubContract 10,919 Wire      
Russia and Neighboring States SubContract 103,079 Wire      
Europe (Including Iceland and Greenland) SubContract 27,432 Wire      
South Asia SubContract 590,132 Wire      
Europe (Including Iceland and Greenland) SubContract 7,000 Wire      
Europe (Including Iceland and Greenland) SubContract 35,809 Wire      
North America (Canada & Mexico only) SubContract 126,420 Wire      
South America SubContract 83,956 Wire      
Europe (Including Iceland and Greenland) SubContract 79,208 Wire      
Central America and the Caribbean SubContract 1,282,263 Wire      
South America SubContract 38,752 Wire      
South America SubContract 49,500 Wire      
South America SubContract 18,380 Wire      
North America (Canada & Mexico only) SubContract 76,391 Wire      
Sub-Saharan Africa SubContract 59,118 Wire      
Sub-Saharan Africa SubContract 17,949 Wire      
Europe (Including Iceland and Greenland) SubContract 230,557 Wire      
Europe (Including Iceland and Greenland) SubContract 213,154 Wire      
East Asia and the Pacific SubContract 21,479 Wire      
East Asia and the Pacific SubContract 208,814 Wire      
Sub-Saharan Africa SubContract 2,434,346 Wire      
Sub-Saharan Africa SubContract 388,061 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
82
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 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.
Part III can be duplicated 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) 2018
Schedule F (Form 990) 2018
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. 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. TECHNICAL AND FINANCIAL 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 SPONSORED PROGRAMS 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, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. 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. TECHNICAL AND FINANCIAL 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 SPONSORED PROGRAMS 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) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1



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" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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.


(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
 
AMERGENT
9 CENTENNIAL DRIVE
 
PEABODY, MA019607906 		DONOR ACQ   No 514,323 176,508 337,815
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 514,323 176,508 337,815
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA, CO, CT, DE, DC, FL, GA, AL, HI, ID, IL, IN, IA, KS, KY, LA, ME, AK, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, AZ, RI, SC, SD, TN, TX, UT, VT, VA, AR, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

A Family Affair
(event type) 		(b) Event #2

Winship 5K
(event type) 		(c) Other events

5
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
805,743
784,216
1,021,860
2,611,819

2
Less: Contributions . . . .
784,243
769,421
948,655
2,502,319
3 Gross income (line 1 minus
line 2) . . . . . .
21,500
14,795
73,205
109,500



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 6,500 0 93,621 100,121
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 94,379 171,528 256,722 522,629
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 622,750
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -513,250
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance 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 discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance 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 Financial Assistance at cost
(from Worksheet 1) . . . 		    74,021,204   74,021,204 1.74 %
b Medicaid (from Worksheet 3, column a) . . . . .     180,323,571 142,067,209 38,256,362 0.90 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 254,344,775 142,067,209 112,277,566 2.64 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     3,946,453 600 3,945,853 0.09 %
f Health professions education (from Worksheet 5) . . .     485,379,591 69,938,905 415,440,686 9.78 %
g Subsidized health services (from Worksheet 6) . . . .     274,227,002 142,067,209 132,159,793 3.11 %
h Research (from Worksheet 7) .     628,648,940 502,581,083 126,067,857 2.97 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     299,449   299,449 0.01 %
j Total. Other Benefits . . 0 0 1,392,501,435 714,587,797 677,913,638 15.96 %
k Total. Add lines 7d and 7j . 0 0 1,646,846,210 856,655,006 790,191,204 18.60 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did 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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
137,678,782
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
2,753,000
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
391,647,829
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
418,672,288
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-27,024,459
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(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) 2018
Schedule H (Form 990) 2018
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?4Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 EMORY UNIVERSITY HOSPITAL
1364 CLIFTON ROAD NE
ATLANTA,GA30322
EMORYHEALTHCARE.ORG
044-699 		X X   X   X X     A
2 EMORY UNIVERSITY HOSPITAL MIDTOWN
550 PEACHTREE STREET NE
ATLANTA,GA30308
WWW.EMORYHEALTHCARE.ORG
060-453 		X X   X   X X     A
3 EMORY UNIVERSITY ORTHOPAEDICS & SPINE
1455 MONTREAL ROAD EAST
TUCKER,GA30084
WWW.EMORYHEALTHCARE.ORG
044-636 		X X   X   X       A
4 EMORY UNIVERSITY HOSPITAL SMYRNA
3949 SOUTH COBB DRIVE
SMYRNA,GA30080
WWW.EMORYHEALTHCARE.ORG
033-709 		X X               A
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 18
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): emoryhealthcare.org/about/community-impact/index.html
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
emoryhealthcare.org/patients-visitors/financial-assistance.html
b
emoryhealthcare.org/patients-visitors/financial-assistance.html
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: TO UNDERSTAND THE NEEDS OF THE COMMUNITY WE SERVE, A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED USING QUANTITATIVE DATA (E.G., DEMOGRAPHICS DATA, MORTALITY RATES, MORBIDITY DATA, DISEASE PREVALENCE RATES, HEALTH CARE RESOURCE DATA, ETC.) AND INPUT FROM STAKEHOLDERS REPRESENTING THE BROAD INTEREST OF OUR COMMUNITY (E.G., INDIVIDUALS WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH, THE NEEDS OF THE UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, THE NEEDS OF POPULATIONS WITH CHRONIC DISEASES, ETC.). FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY STAKEHOLDER INTERVIEWS: A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH SEVENTEEN REPRESENTATIVES FROM ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDED: EMORY JOHNS CREEK HOSPITAL SAINT JOSEPH'S HOSPITAL OF ATLANTA Emory Decatur Hospital Emory Hillandale Hospital EMORY REHABILITATION HOSPITAL Emory Long-Term Acute Care
Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - Reporting Group A. The Community Health Needs Assessment - organizations other than hospital facilities: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE and included all of Emory Healthcare which consists of physician groups as well as the hospital facilities.
Schedule H, Part V, Section B, Line 7 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY AND SHARED WITH ORGANIZATIONS INCLUDING GEORGIA DEPARTMENT OF COMMUNITY HEALTH, GEORGIA DEPARTMENT OF PUBLIC HEALTH, ROLLINS SCHOOL OF PUBLIC HEALTH, AMERICAN CANCER SOCIETY, UNITED WAY OF GREATER ATLANTA, SAINT JOSEPH'S MERCY CARE SERVICES, VISITING NURSE HEALTH SYSTEMS, VISTACARE HOSPICE, GWINNETT SEXUAL ASSAULT CENTER & CHILDREN'S ADVOCACY CENTER, GOOD SHEPHERD CLINIC, THE DRAKE HOUSE, DEKALB COMMUNITY SERVICE BOARD, CITY OF JOHN'S CREEK POLICE DEPARTMENT, CLAYTON COUNTY BOARD OF HEALTH, AREA AGENCY ON AGING WITH ATLANTA REGIONAL COMMISSION, AND ADDITIONAL GROUPS.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - Reporting Group A. DURING FISCAL YEAR 2019, EMORY HEALTHCARE CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) TO ASSESS THE NEEDS OF THE COMMUNITIES SERVED BY OUR HOSPITALS. USING THE REPORTS, EACH HOSPITAL IDENTIFIED PRIORITY HEALTH NEEDS FOR ITS COMMUNITY AND DEVELOPED STRATEGIES TO ADDRESS ACTIONABLE WAYS IN WHICH WE PLAN TO AID THOSE WITHIN OUR COMMUNITY. THROUGH THESE STRATEGIES, IT WAS AND CONTINUES TO BE OUR GOAL TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY MEMBERS, WHILE CONTINUALLY DELIVERING OPTIMAL CARE TO OUR PATIENTS. SINCE FISCAL YEAR 2019, EMORY HEALTHCARE HAS SOUGHT TO ADDRESS ALL THE NEEDS IDENTIFIED IN THE FISCAL YEAR 2019 CHNAS THROUGH A VARIETY OF ACTIONS. THE FISCAL YEAR 2019 CHNAS INCLUDE AN ASSESSMENT OF PROGRESS MADE ON THE 2016 IMPLEMENTATION STRATEGY PLANS DEVELOPED BY EACH HOSPITAL. SEE FURTHER DETAILS AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - Reporting Group A. FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE 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. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/financial-assistance.html
Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - Reporting Group A. Same as line 13B above
Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - Reporting Group A. Emory Healthcare makes this Financial Assistance Policy, the Financial Assistance Policy Application form and a plain language summary of this Financial Assistance Policy widely available on its website at: emoryhealthcare.org/patients-visitors/financialassistance.html in both English and Spanish. In addition, Emory Healthcare makes paper copies of this Financial Assistance Policy, the Financial Assistance Application, the Amounts Generally Billed ("AGB") document and a plain language summary of this Financial Assistance Policy available, upon request and without charge, in Admissions and Registration areas, in the Emergency Room and, during normal business hours, at all its hospital locations as well as The Emory Clinic Patient Access Department and Emory Specialty Associates Patient Access Department
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care 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 		DIAGNOSTIC EVALUATION
2 FACULTY STAFF ASSISTANCE PROGRAM
1762 CLIFTON RD
ATLANTA,GA30322 		FACULTY AND STAFF HEALTHCARE
3 STUDENT HEALTH & COUNSELING SERVICES
1525 CLIFTON RD
ATLANTA,GA30322 		STUDENT HEALTHCARE
4
5
6
7
8
9
10
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
Schedule H, Part I, Line 6a COMMUNITY BENEFIT REPORT EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: http://whsc.emory.edu/publications/community-benefits-2019/index.html
Schedule H, Part V FACILITY INFORMATION EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
Schedule H, Part I, Line 7 Financial Assistance and Certain Other Community Benefits at Cost 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 AS WELL AS THE FOLLOWING HOSPITALS: (1) Seven GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, EMORY UNIVERSITY HOSPITAL SMYRNA, Emory Decatur Hospital, Emory Hillandale Hospital, and Emory Long-Term Acute Care Hospital; and (2) TWO JOINT VENTURES: EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC.) AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WITH SELECT MEDICAL CORPORATION. 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 80% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, 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 $34.1 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2019. 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 $59.7 MILLION FOR THIS PURPOSE IN FY 2019. EMORY ALSO PROVIDES 80% 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 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/PUBLICATIONS/COMMUNITY-BENEFITS-2019/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY AND FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS-2019/CC-OVERVIEW.HTM L 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 PATIENTS' 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 a CASE-MIX INDEX higher than other academic medical centers. 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 ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES NUMEROUS 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. EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH), AN EXTENSION OF EUH'S ACUTE CARE SERVICES, IS A 120-BED FACILITY THAT PROVIDES MEDICAL AND SURGICAL CARE FOR ORTHOPAEDIC AND SPINE PATIENTS AS WELL AS GENERAL ACUTE CARE FOR PATIENTS WITH NONSURGICAL NEEDS. AS A NOT-FOR-PROFIT ACADEMIC MEDICAL CENTER, EUH AND EUOSH ARE COMMITTED TO PROVIDING THE BEST CARE FOR OUR PATIENTS, EDUCATING HEALTH PROFESSIONALS AND LEADERS FOR THE FUTURE, PURSUING DISCOVERY RESEARCH, AND SERVING OUR COMMUNITY. EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) HAS PROUDLY SERVED THE HEALTH CARE NEEDS OF OUR NEIGHBORS SINCE 1974. EUHS IS AN 88-BED COMMUNITY HOSPITAL THAT IS LOCATED IN SMYRNA (COBB COUNTY) GEORGIA. ORIGINALLY FOUNDED AS SMYRNA HOSPITAL BY A GROUP OF PHYSICIANS IN 1974, ADVENTIST HEALTH SYSTEM ACQUIRED THE HOSPITAL IN 1976, MAKING IT THE FIRST HEALTHCARE INSTITUTION IN THE ATLANTA AREA AFFILIATED WITH THE SEVENTH-DAY ADVENTIST CHURCH. IN 1995, ADVENTIST HEALTH SYSTEM ENTERED INTO A JOINT VENTURE WITH EMORY HEALTHCARE, THUS CREATING THE FIRST HOSPITAL CO-OWNED BY TWO LEADING HEALTHCARE PROVIDERS. THE FACILITY WAS RENAMED EMORY-ADVENTIST HOSPITAL. IN 2015, EMORY UNIVERSITY ACQUIRED EMORY-ADVENTIST HOSPITAL AND RENAMED IT EMORY UNIVERSITY HOSPITAL SMYRNA. THE FACILITY IS ANTICIPATED TO UNDERGO SIGNIFICANT RENOVATION IN THE UPCOMING YEARS TO BETTER MEET THE NEEDS OF ITS COMMUNITY.
Schedule H, Part I, Line 3 Lines 3a & 3b Please see the Financial Assistance Policy and plain language summary at emoryhealthcare.org/patients-visitors/financial-assistance.html
Schedule H, Part I, Line 7g Subsidized Health Services Emory University has included $125,677,934 attributable to purchased services from the Emory Clinic, Inc. as part of the reported subsidized health services total on Part I, Line 7g
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 137678782
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount See Emory's audited financial statement footnote #7 for a detailed discussion.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology Emory uses a percentage of total bad debts to determine the estimated amount of charity care portion based on historical numbers.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #7 NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs 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.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part V, Section B, Line 16a FAP website A - EMORY UNIVERSITY HOSPITAL: Line 16a URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part V, Section B, Line 16b FAP Application website A - EMORY UNIVERSITY HOSPITAL: Line 16b URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - EMORY UNIVERSITY HOSPITAL: Line 16c URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part VI, Line 2 Needs assessment 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.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE 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. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML
Schedule H, Part VI, Line 4 Community information AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL (EUH) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 55% OF EUH'S INPATIENT ADMISSIONS ORIGINATE. EUH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUHM'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUHM'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF EUHM'S INPATIENT ADMISSIONS ORIGINATE. EUHM'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH) SERVES PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUOSH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUOSH'S COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 55% OF EUOSH'S INPATIENT ADMISSIONS ORIGINATE. EUOSH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY, AND CLAYTON COUNTIES. THE EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 75% OF EUHS'S INPATIENT ADMISSIONS ORIGINATE. EUHS'S COMMUNITY OR PRIMARY SERVICE AREA IS COBB COUNTY IN GEORGIA.
Schedule H, Part VI, Line 5 Promotion of community health FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part VI, Line 6 Affiliated health care system 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.
Schedule H, Part VI, Line 7 State filing of community benefit report GA
Schedule H (Form 990) 2018
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ADVANCED CLINICAL LLC
8053 SOLUTIONS CENTER
CHICAGO,IL60677 		30-0215509 LLC 768,651       RESEARCH/SUBCONTRACT
(2) AFFINITY HEALTH CENTER
455 LAKESHORE PKY
ROCK HILL,SC29730 		57-1092940 501(c)(3) 56,250       RESEARCH/SUBCONTRACT
(3) AIDS Leadership Foothills-area Alliance
FAIRGROVE CHCH RD
HICKORY,NC28602 		58-1842529 501(c)(3) 27,500       RESEARCH/SUBCONTRACT
(4) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVE
BRONX,NY10461 		13-1624225 501(c)(3) 75,316       RESEARCH/SUBCONTRACT
(5) AMERICAN ACADEMY OF NURSING
1000 VERMONT AVE NW
WASHINGTON,DC20005 		52-2213870 501(c)(3) 15,000       DONATION
(6) AMERICAN ASSOC OF KIDNEY PATIENTS
14440 BRUCE DOWNS BLVD
TAMPA,FL33613 		11-2306416 501(c)(3) 13,515       RESEARCH/SUBCONTRACT
(7) AMERICAN LIVER FOUNDATION
127 WASHINGTON AVE
NORTH HAVEN,CT06473 		36-2883000 501(c)(3) 12,000       DONATION
(8) ANDREWS RESEARCH AND EDUCATION FDN
1020 GULF BREEZE PKY
GULF BREEZE,FL32561 		46-5182138 501(c)(3) 147,121       RESEARCH/SUBCONTRACT
(9) ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVE
CHICAGO,IL60611 		36-2170833 501(c)(3) 6,750       RESEARCH/SUBCONTRACT
(10) APEX HEALTH INNOVATIONS
3158 EVELYN AVE
SIMI VALLEY,CA93063 		46-0784811 smllc 60,000       RESEARCH/SUBCONTRACT
(11) ARIZONA STATE UNIVERSITY
P O BOX 870502
TEMPE,AZ85287 		86-0196696 GOVT 232,255       RESEARCH/SUBCONTRACT
(12) ATLANTA BUSINESS CHRONICLE
ATCOMM PUBL
ATLANTA,GA30384 		43-1366184 C Corp 8,250       DONATION
(13) ATLANTA JEWISH FILM SOCIETY
1800 PEACHTREE ST NW
ATLANTA,GA30309 		47-1260411 501(c)(3) 14,417       DONATION
(14) ATLANTA METROPOLITAN STATE COLLEGE
1630 METROPOLITAN PKY SW
ATLANTA,GA30310 		58-1190222 Gov't 67,040       RESEARCH/SUBCONTRACT
(15) ATLANTA RESEARCH & EDU FOUNDATION INC
1902 CLAIRMONT RD
ATLANTA,GA30329 		58-1857346 501(c)(3) 98,963       RESEARCH/SUBCONTRACT
(16) AUGUSTA UNIVERSITY
1120 15TH ST CJ 3301
AUGUSTA,GA30912 		58-6002053 GOVT 579,028       RESEARCH/SUBCONTRACT
(17) AUGUSTA UNIVERSITY RESEARCH INSTITUTE
1120 15TH ST
AUGUSTA,GA30912 		58-1418202 501(c)(3) 18,542       RESEARCH/SUBCONTRACT
(18) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		74-1613878 501(c)(3) 629,145       RESEARCH/SUBCONTRACT
(19) BAYLOR RESEARCH INSTITUTE
2001 Bryan ST
DALLAS,TX75207 		75-1921898 501(c)(3) 108,750       RESEARCH/SUBCONTRACT
(20) BE THE MATCH FOUNDATION
500 NORTH 5TH ST
MINNEAPOLIS,MN55401 		41-1704734 501(c)(3) 10,000       DONATION
(21) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON,MA02215 		04-2103881 501(c)(3) 207,872       RESEARCH/SUBCONTRACT
(22) BIOANALYTICAL SYSTEMS INC
2701 KENT AVE
W LAFAYETTE,IN47906 		35-1345024 C Corp 596,378       RESEARCH/SUBCONTRACT
(23) BLOOD SYSTEMS INC
P O BOX 53022
PHOENIX,AZ85072 		86-0098929 501(c)(3) 9,531       RESEARCH/SUBCONTRACT
(24) BLOODWORKS NORTHWEST
921 Terry AVE
SEATTLE,WA98104 		91-1019655 501(c)(3) 805,373       RESEARCH/SUBCONTRACT
(25) BOARD OF REGENTS NSHE
BOARD OF REGENTS - UNR
RENO,NV89557 		88-6000024 GOVT 200,088       RESEARCH/SUBCONTRACT
(26) BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RD
BOCA RATON,FL33486 		59-1006663 501(c)(3) 250,000       RESEARCH/SUBCONTRACT
(27) BOISE STATE UNIVERSITY
1910 UNIVERSITY DRIVE
BOISE,ID83725 		82-0290701 115 31,660       RESEARCH/SUBCONTRACT
(28) BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVE
BOSTON,MA02241 		04-2774441 501(c)(3) 692,805       RESEARCH/SUBCONTRACT
(29) BOSTON UNIVERSITY
25 BUICK ST
NEW YORK,NY10087 		04-2103547 501(c)(3) 28,637       RESEARCH/SUBCONTRACT
(30) BRIGHAM AND WOMEN'S HOSPITAL
800 BOYLSTON ST
BOSTON,MA02241 		04-2312909 501(c)(3) 116,911       RESEARCH/SUBCONTRACT
(31) BROWARD HOUSE INC
1726 SE 3RD AVE
FORT LAUDERDALE,FL33316 		59-2913416 501(c)(3) 25,000       RESEARCH/SUBCONTRACT
(32) BROWN UNIVERSITY
BOX 1997
PROVIDENCE,RI02912 		05-0258809 501(c)(3) 199,341       RESEARCH/SUBCONTRACT
(33) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD
PASADENA,CA91125 		95-1643307 501(c)(3) 181,237       RESEARCH/SUBCONTRACT
(34) CASE
1307 NEW YORK AVE
WASHINGTON,DC20042 		52-1012307 501(c)(3) 7,425       DONATION
(35) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND,OH441067037 		34-1018992 501(c)(3) 303,520       RESEARCH/SUBCONTRACT
(36) CDC FOUNDATION
55 PARK PLACE
ATLANTA,GA30308 		58-2106707 501(c)(3) 1,671,156       RESEARCH/SUBCONTRACT
(37) CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVD
LOS ANGELES,CA90048 		95-1644600 501(c)(3) 228,170       RESEARCH/SUBCONTRACT
(38) CENTER FOR VETERANS RESEARCH AND EDUCATION
ONE VETERANS DRIVE
MINNEAPOLIS,MN55417 		41-1652941 501(c)(3) 5,616       RESEARCH/SUBCONTRACT
(39) CENTERS FOR DISEASE CONTROL & PREVENTION
UNIV OFFICE PARK
ATLANTA,GA30333 		58-6051157 GOVT 3,044,802       RESEARCH/SUBCONTRACT
(40) CENTRAL ALABAMA ALLIANCE RESOURCE & ADVOCACY CTR
120 HILL RIDGE DRIVE
WETUMPKA,AL36092 		27-2914021 501(c)(3) 63,750       RESEARCH/SUBCONTRACT
(41) CENTRAL LOUISIANA AIDS SUPPORT SERVICES
1785 JACKSON ST
ALEXANDRIA,LA71301 		72-1097079 501(c)(3) 42,757       RESEARCH/SUBCONTRACT
(42) CENTRAL MICHIGAN UNIVERSITY
ATTN GRANT ACCOUNTING
MT PLEASANT,MI48859 		38-6004447 Gov't 38,988       RESEARCH/SUBCONTRACT
(43) CHESTNUT HEALTH SYSTEMS INC
1003 MARTIN LUTHER KING DRIVE
BLOOMINGTON,IL61701 		37-0964629 501(c)(3) 32,960       RESEARCH/SUBCONTRACT
(44) CHILDREN'S HEALTHCARE OF ATLANTA
1584 TULLIE CIR NE
ATLANTA,GA30341 		58-2367819 501(c)(3) 3,482,366       RESEARCH/SUBCONTRACT/DONATION
(45) CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
747 52ND ST
OAKLAND,CA94609 		94-0382330 501(c)(3) 47,880       RESEARCH/SUBCONTRACT
(46) CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVE
CINCINNATI,OH452293039 		31-0833936 501(c)(3) 86,519       RESEARCH/SUBCONTRACT
(47) CHILDREN'S HOSPITAL OF PHILADELPHIA
34TH ST
PHILADELPHIA,PA19104 		23-1352166 501(c)(3) 415,995       RESEARCH/SUBCONTRACT
(48) CHRISTOPHER NEWPORT UNIVERSITY
ATTN CASHIERS OFFICE
NEWPORT NEWS,VA236063072 		54-0701501 115 44,580       RESEARCH/SUBCONTRACT
(49) CINCINNATI CHILDREN'S HOSPITAL MED CTR
333 BURNETT AVE
CINCINNATI,OH452293030 		31-0833936 501(c)(3) 611,493       RESEARCH/SUBCONTRACT
(50) CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DR
ATLANTA,GA30314 		58-1825259 501(c)(3) 45,086       RESEARCH/SUBCONTRACT
(51) CLEVELAND CLINIC FOUNDATION
PO BOX 931517
CLEVELAND,OH441935012 		34-0714585 501(c)(3) 128,980       RESEARCH/SUBCONTRACT
(52) COLD SPRING HARBOR LABORATORY PRESS
1 BUNGTOWN RD
COLD SPRING HARBOR,NY11724 		11-2013303 501(c)(3) 56,836       RESEARCH/SUBCONTRACT
(53) COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERY
FORT COLLINS,CO805232002 		84-6000545 GOVT 242,619       RESEARCH/SUBCONTRACT
(54) COLUMBIA UNIVERSITY
PO BOX 29789
NEW YORK,NY100879789 		13-5598093 501(c)(3) 784,750       RESEARCH/SUBCONTRACT
(55) COMPREHENSIVE PET THERAPY
6600 ROSWELL RD STE K-2
SANDY SPRINGS,GA30328 		58-2025659 s Corp 23,707       RESEARCH/SUBCONTRACT
(56) CORNELL UNIVERSITY
PO BOX 22
ITHACA,NY14851 		15-0532082 501(c)(3) 220,412       RESEARCH/SUBCONTRACT
(57) CURATORS OF THE UNIVERSITY OF MISSOURI
PO BOX 807012
KANSAS CITY,MO641807012 		43-6003859 GOVT 86,174       RESEARCH/SUBCONTRACT
(58) CVS PHARMACY INC
ONE CVS DRIVE
DALLAS,TX75284 		05-0340626 C Corp 375,000       RESEARCH/SUBCONTRACT
(59) DANA FARBER CANCER INSTITUTE
44 BINNEY ST
BOSTON,MA02215 		04-2263040 501(c)(3) 415,066       RESEARCH/SUBCONTRACT
(60) DARTMOUTH COLLEGE
11 ROPE FERRY RD
HANOVER,NH037551404 		02-0222111 501(c)(3) 148,397       RESEARCH/SUBCONTRACT
(61) DECATUR BOOK FESTIVAL
P O BOX 337
DECATUR,GA30331 		58-1836162 501(c)(3) 7,500       RESEARCH/SUBCONTRACT
(62) DEKALB MEDICAL CENTER
PO BOX 935312
ATLANTA,GA311935312 		58-1966795 501(c)(3) 10,000       DONATION
(63) DENVER HEALTH & HOSPITAL AUTHORITY
777 BANNOCK ST
DENVER,CO802044507 		84-1343242 Gov't 142,597       RESEARCH/SUBCONTRACT
(64) DUKE UNIVERSITY
PO BOX 602651
CHARLOTTE,NC282602651 		56-0532129 501(c)(3) 354,284       RESEARCH/SUBCONTRACT
(65) DYSTONIA MEDICAL RESEARCH FOUNDATION
ONE EAST WACKER DR STE 2810
CHICAGO,IL60601 		95-3378526 501(c)(3) 300,000       RESEARCH/SUBCONTRACT
(66) EAST TENNESSEE STATE UNIVERSITY
1276 GILBREATH DR
JOHNSON CITY,TN376140732 		62-6021046 501(c)(3) 28,974       RESEARCH/SUBCONTRACT
(67) EMERSON RESOURCES INC
600 MARKLEY ST
NORRISTOWN,PA19401 		23-2392703 s Corp 23,966       RESEARCH/SUBCONTRACT
(68) Family & Children First LLC dba GEORGIA HOPE
PO BOX 863
DALTON,GA30722 		58-2571871 LLC 21,388       RESEARCH/SUBCONTRACT
(69) FAMILY CARE STRATEGIES LLC
2574 BEDFORD RD
ANN ARBOR,MI48104 		46-3959073 smllc 28,290       RESEARCH/SUBCONTRACT
(70) FARMWORKER ASSOCIATION OF FLORIDA INC
1264 APOPKA BLVD
APOPKA,FL32703 		59-2683978 501(c)(3) 131,439       RESEARCH/SUBCONTRACT
(71) FDTN FOR ATLANTA VETERANS EDUCATION & RESEARCH INC
2250 NORTH DRUID HILLS RD
ATLANTA,GA30329 		58-1857346 501(c)(3) 57,248       RESEARCH/SUBCONTRACT
(72) FENWAY COMMUNITY HEALTH CENTER INC
1340 BOYLSTON ST
BOSTON,MA022154302 		04-2510564 501(c)(3) 47,932       RESEARCH/SUBCONTRACT
(73) FLORIDA A&M UNIVERSITY
S ADAMS ST
TALLAHASSEE,FL323073200 		59-0990735 GOVT 32,904       RESEARCH/SUBCONTRACT
(74) FLORIDA STATE UNIVERSITY
425 W JEFFERSON ST
TALLAHASSEE,FL323064166 		59-1961248 GOVT 230,127       RESEARCH/SUBCONTRACT
(75) FOUNDATION FOR PHYSICAL THERAPY RESEARCH
PITTSBURGH-MARQUETTE
ALEXANDRIA,VA22314 		13-6161225 501(c)(3) 5,196       DONATION
(76) FOUNDATION OF WESLEY WOODS
1817 CLIFTON RD NE
ATLANTA,GA30329 		58-1543164 501(c)(3) 7,000       DONATION
(77) FRED HUTCHINSON CANCER RESEARCH CTR
1100 FAIRVIEW AVE
SEATTLE,WA981091024 		23-7156071 501(c)(3) 156,468       RESEARCH/SUBCONTRACT
(78) GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE
PHILADELPHIA,PA19182 		53-0196584 501(c)(3) 326,727       RESEARCH/SUBCONTRACT
(79) GEORGE WEST MENTAL HEALTH FOUNDATION DBA SKYLAND TRAIL
GEORGE WEST MENTAL HEALTH FDT
ATLANTA,GA30329 		58-1489941 501(c)(3) 6,000       DONATION
(80) GEORGIA INSTITUTE OF TECHNOLOGY
500 TECH PKY
ATLANTA,GA30384 		58-6002023 GOVT 24,208       RESEARCH/SUBCONTRACT
(81) GEORGIA MENTAL HEALTH CONSUMER NETWORK
246 SYCAMORE ST
DECATUR,GA30030 		58-1981093 501(c)(3) 35,251       RESEARCH/SUBCONTRACT
(82) GEORGIA NATURAL RESOURCES FOUNDATION
ATTN KATHY SHARP
EAST ATLANTA,GA30334 		27-3489565 501(c)(3) 12,000       DONATION
(83) GEORGIA PUBLIC LIBRARY SERVICE
1800 CENTURY PLACE
ATLANTA,GA30345 		58-6002348 Gov't 10,000       RESEARCH/SUBCONTRACT
(84) GEORGIA SOUTHERN UNIVERSITY
PO BOX 8005
STATESBORO,GA30460 		58-6034031 501(c)(3) 26,530       RESEARCH/SUBCONTRACT
(85) GEORGIA STATE MEDICAL ASSOCIATION INC
720 WESTVIEW DR SW
ATLANTA,GA30310 		58-0055908 501(c)(6) 7,500       DONATION
(86) GEORGIA STATE UNIV RESEARCH
P O BOX 3999
ATLANTA,GA303023999 		58-1845423 501(c)(3) 500,491       RESEARCH/SUBCONTRACT
(87) GEORGIA STATE UNIVERSITY
ONE PARK PLACE
ATLANTA,GA303023999 		58-6002050 GOVT 76,238       RESEARCH/SUBCONTRACT
(88) GEORGIA TECH RESEARCH CORPORATION
P O BOX 100117
ATLANTA,GA30384 		58-0603146 501(c)(3) 5,471,008       RESEARCH/SUBCONTRACT
(89) GEORGIA TRANSPLANT FOUNDATION
2202 MACY DRIVE
ROSWELL,GA30075 		58-2075193 501(c)(3) 10,000       DONATION
(90) GLOBAL DIALOGUES INC
2552 SHETLAND DRIVE
DECATUR,GA30033 		47-4029672 501(c)(3) 66,279       RESEARCH/SUBCONTRACT
(91) GRADY HEALTH FOUNDATION
191 PEACHTREE ST SUITE 820
ATLANTA,GA30303 		58-2130437 501(c)(3) 47,500       DONATION
(92) GRADY HEALTH SYSTEM
50 HURT PLAZA
ATLANTA,GA30303 		26-2037695 501(c)(3) 3,997,153       RESEARCH/SUBCONTRACT
(93) HEALTH RESEARCH INC
150 BRDWAY
MENANDS,NY12204 		14-1402155 501(c)(3) 63,598       RESEARCH/SUBCONTRACT
(94) HEALTHCARE INTERACTIVE INC
3300 Edinborough Way Suite 400
Minneaspolis,MN55435 		41-1923414 s Corp 15,930       RESEARCH/SUBCONTRACT
(95) HEALTHMPOWERS INC
250 SCIENTIFIC DR STE 500
NORCROSS,GA30092 		58-2524601 501(c)(3) 606,521       RESEARCH/SUBCONTRACT
(96) HJF MEDICAL RESEARCH INTERNATIONAL INC
6720A ROCKLEDGE DR
BETHESDA,MD20817 		52-2322791 501(c)(3) 4,892,806       RESEARCH/SUBCONTRACT
(97) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY100296574 		13-6171197 501(c)(3) 700,450       RESEARCH/SUBCONTRACT
(98) INDIANA UNIVERSITY
PO Box 66057
DETROIT,MI482780867 		35-6001673 GOVT 120,865       RESEARCH/SUBCONTRACT
(99) INOVA HEALTH CARE SERVICES
8110 GATEHOUSE RD STE 400W
FALLS CHURCH,VA22042 		54-0620889 501(c)(3) 16,995       RESEARCH/SUBCONTRACT
(100) JOHNS HOPKINS UNIVERSITY
733 N BRDWAY
CHICAGO,IL60693 		52-0595110 501(c)(3) 5,184,950       RESEARCH/SUBCONTRACT
(101) KAISER PERMANENTE FOUNDATION RESEARCH INSTITUTE
1800 HARRISON ST
OAKLAND,CA946123433 		94-1105628 501(c)(3) 334,360       RESEARCH/SUBCONTRACT
(102) KANSAS STATE UNIVERSITY
2323 ANDERSON AVE
MANHATTAN,KS66502 		48-0771751 GOVT 105,240       RESEARCH/SUBCONTRACT
(103) KITWARE INC
28 CORPORATE DR
CLIFTON PARK,NY12065 		14-1802694 Corporation 330,367       RESEARCH/SUBCONTRACT
(104) LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY
9420 ATHENA CIR
LA JOLLA,CA92037 		33-0328688 501(c)(3) 289,634       RESEARCH/SUBCONTRACT
(105) LAGRANGE COLLEGE
601 BRD ST
LAGRANGE,GA30240 		58-0566199 501(c)(3) 30,000       RESEARCH/SUBCONTRACT
(106) LATINO COMMISSION ON AIDS INC
24 W 25TH ST
NEW YORK,NY10010 		13-3629466 501(c)(3) 50,000       RESEARCH/SUBCONTRACT
(107) LEHIGH UNIVERSITY
526 BRODHEAD AVE
BETHLEHEM,PA18015 		24-0795445 501(c)(3) 73,064       RESEARCH/SUBCONTRACT
(108) LOUISIANA STATE UNIV HEALTH SCIENCES CTR
433 BOLIVAR ST
NEW ORLEANS,LA70112 		72-6087770 501(c)(3) 241,771       RESEARCH/SUBCONTRACT
(109) LOVELACE RESPIRATORY RESEARCH INSTITUTE
2425 RIDGECREST DR
ALBUQUERQUE,NM87108 		85-0110669 501(c)(3) 95,534       RESEARCH/SUBCONTRACT
(110) MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST
BOSTON,MA022413829 		04-2697983 501(c)(3) 509,206       RESEARCH/SUBCONTRACT
(111) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASS AVE
CAMBRIDGE,MA02139 		04-2103594 501(c)(3) 156,355       RESEARCH/SUBCONTRACT
(112) MASSACHUSETTS UNIVERSITY OF
333 SOUTH ST
BOSTON,MA021253393 		04-3167352 GOVT 192,041       RESEARCH/SUBCONTRACT
(113) MAYO CLINIC
200 FIRST ST SW
ROCHESTER,MN55905 		59-3337028 501(c)(3) 14,326       RESEARCH/SUBCONTRACT
(114) MEDICAL CENTER OF CENTRAL GEORGIA
777 HEMLOCK ST
MACON,GA31201 		58-2149128 501(c)(3) 38,933       RESEARCH/SUBCONTRACT
(115) MEDICAL UNIV OF SOUTH CAROLINA
19 HAGOOD AVE
CHARLESTON,SC294258040 		57-6007222 GOVT 121,934       RESEARCH/SUBCONTRACT
(116) MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS RD
ATLANTA,GA30034 		58-2433968 501(c)(3)   152,807 FMV MEDICAL SUPPLIES MEDICAL SUPPLIES
(117) METACLIPSE THERAPEUTICS CORPORATION
3175 PRESIDENTIAL DR
ATLANTA,GA30340 		80-0937738 Corporation 104,666       RESEARCH/SUBCONTRACT
(118) MICHIGAN PUBLIC HEALTH INSTITUTE
2436 WOODLAKE CIR
OKEMOS,MI48864 		38-2963835 501(c)(3) 18,558       RESEARCH/SUBCONTRACT
(119) MID-MICHIGAN DISTRICT HEALTH DEPARTMENT
615 N STATE ST SUITE 2
STANTON,MI488889702 		38-1808049 501(c)(3) 21,820       RESEARCH/SUBCONTRACT
(120) MINNEAPOLIS MEDICAL RESEARCH FOUNDATION
701 PARK AVE PP7700
MINNEAPOLIS,MN55415 		41-1677920 501(c)(3) 78,875       RESEARCH/SUBCONTRACT
(121) MIRIAM HOSPITAL
ONE HOPPIN ST
PROVIDENCE,RI02903 		05-0258905 501(c)(3) 148,003       RESEARCH/SUBCONTRACT
(122) MISSISSIPPI PUBLIC HEALTH INSTITUTE
829 WILSON DRIVE
RIDGELAND,MS39157 		45-3005888 501(c)(3) 15,136       RESEARCH/SUBCONTRACT
(123) MISSISSIPPI STATE UNIVERSITY
PO DRAWER 5227
MISSISSIPPI STATE,MS39762 		64-6000810 GOVT 57,109       RESEARCH/SUBCONTRACT
(124) MOREHOUSE COLLEGE
830 WESTVIEW DR
ATLANTA,GA303143773 		58-0566205 501(c)(3) 36,070       RESEARCH/SUBCONTRACT
(125) MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DRIVE SW
ATLANTA,GA303101495 		58-1438873 501(c)(3) 1,375,573       RESEARCH/SUBCONTRACT
(126) MUSCULAR DYSTROPHY ASSOCIATION
ATTN NIGHT OF HOPE
ATLANTA,GA30345 		13-1665552 501(c)(3) 6,000       DONATION
(127) NASHVILLE CARES
633 THOMPSON LANCE
NASHVILLE,TN37080 		62-1274532 501(c)(3) 20,000       RESEARCH/SUBCONTRACT
(128) NATIONAL BLACK ARTS FESTIVAL
235 PEACHTREE RD
ATLANTA,GA30303 		58-1736780 501(c)(3) 6,000       DONATION
(129) NATIONAL DEVELOPMENT AND RESEARCH
71 WEST 23RD ST
NEW YORK,NY10010 		23-7009089 501(c)(3) 335,725       RESEARCH/SUBCONTRACT
(130) NATIONAL MEDICAL FELLOWSHIPS INC
347 5TH AVE STE 510
NEW YORK,NY10016 		01-0963657 501(c)(3) 18,000       DONATION
(131) NATIONAL ORGANIZATION OF NURSE PRACTITIONER FACULTIES
1615 M ST NW
WASHINGTON,DC20036 		85-0320332 501(c)(3) 12,000       DONATION
(132) NEW YORK CITY HEALTH AND HOSPITALS CORP
125 WORTH ST ROOM 507
NEW YORK,NY10038 		13-2655001 GOVT 809,293       RESEARCH/SUBCONTRACT
(133) NEW YORK UNIVERSITY
105 EAST 17TH ST
BOSTON,MA022415026 		13-5562308 501(c)(3) 365,322       RESEARCH/SUBCONTRACT
(134) NOAIDS TASK FORCE dba CRESCENT CARE
1631 ELYSIAN FIELD AVE
NEW ORLEANS,LA70117 		72-1059635 501(c)(3) 29,167       RESEARCH/SUBCONTRACT
(135) NORTH CAROLINA STATE UNIVERSITY
UNIVERSITY
RALEIGH,NC276957214 		56-6000756 Gov't 6,607       RESEARCH/SUBCONTRACT
(136) NORTHEASTERN UNIVERSITY
NU-RES FINANCE
BOSTON,MA02115 		04-1679980 501(c)(3) 5,935       RESEARCH/SUBCONTRACT
(137) NORTHWESTERN UNIVERSITY
750 NORTH LAKESHORE DR
EVANSTON,IL602081112 		36-2167817 501(c)(3) 240,849       RESEARCH/SUBCONTRACT
(138) OCEAN NANOTECH LLC
7964 ARJONS DR STE G
SAN DIEGO,CA92126 		27-0097569 LLC 61,652       RESEARCH/SUBCONTRACT
(139) OLON RICERCA BIOSCIENCE LLC
MAIL CODE 11139
PHILADELPHIA,PA19176 		82-1583049 LLC 765,420       RESEARCH/SUBCONTRACT
(140) OPEN HAND ATLANTA INC
181 ARMOUR DR NE
ATLANTA,GA30324 		58-1816778 501(c)(3) 54,991       RESEARCH/SUBCONTRACT
(141) OREGON HEALTH & SCIENCE UNIV FOUNDATION
3181 SW S JACKSON PK RD
PORTLAND,OR97239 		23-7083114 501(c)(3) 60,613       RESEARCH/SUBCONTRACT
(142) OREGON HEALTH & SCIENCE UNIVERSITY
MAILCODE L106OPAM
PORTLAND,OR97239 		93-1176109 GOVT 170,892       RESEARCH/SUBCONTRACT
(143) ORLANDO HEALTH INC
N/A
ORLANDO,FL32806 		59-1726273 501(c)(3) 22,731       RESEARCH/SUBCONTRACT
(144) PALO ALTO VETERANS INSTITUTE FOR RESEARCH
3801 MIRANDA AVE
PALO ALTO,CA943040038 		77-0207331 501(c)(3) 238,334       RESEARCH/SUBCONTRACT
(145) PEDIATRIX MEDICAL GROUP OF GEORGIA PC
PO BOX 281034
ATLANTA,GA303841034 		65-0592449 Corp 201,904       RESEARCH/SUBCONTRACT
(146) PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE
STATE COLLEGE,PA168014819 		24-6000376 Gov't 45,336       RESEARCH/SUBCONTRACT
(147) PHOEBE PHYSICIAN GROUP INC
417 Third Ave
ALBANY,GA31701 		26-3792403 501(c)(3) 136,600       RESEARCH/SUBCONTRACT
(148) PHYSICAL SCIENCES INC
20 NEW ENGLAND BUSINESS CENTER
ANDOVER,MA01810 		04-2517090 C Corp 24,591       RESEARCH/SUBCONTRACT
(149) PIEDMONT HOSPITAL
1968 PEACHTREE RD
ATLANTA,GA30309 		58-0566213 501(c)(3) 15,182       RESEARCH/SUBCONTRACT
(150) PRESIDENT & FELLOWS OF HARVARD COLLEGE
122 BOYLSTON ST
CAMBRIDGE,MA02138 		04-2103580 501(c)(3) 278,080       RESEARCH/SUBCONTRACT
(151) PRINCETON UNIVERSITY
4 NEW SOUTH BUILDING
PRINCETON,NJ08540 		21-0634483 501(c)(3) 115,133       RESEARCH/SUBCONTRACT
(152) PROVIDENCE HEALTH & SERVICES WASHINGTON
1801 Lind Ave SW
Renton,WA98057 		51-0216586 501(c)(3) 65,787       RESEARCH/SUBCONTRACT
(153) PUBLIC HEALTH INSTITUTE
555 12TH ST
OAKLAND,CA94607 		94-1646278 501(c)(3) 22,790       RESEARCH/SUBCONTRACT
(154) PUGET SOUND BLOOD CENTER
ATTN CASH RECEIPTS
SEATTLE,WA981041256 		91-1019655 501(c)(3) 286,937       RESEARCH/SUBCONTRACT
(155) PURDUE UNIVERSITY
ACCOUNTS RECEIVABLE
CHICAGO,IL606731235 		35-6002041 GOVT 53,471       RESEARCH/SUBCONTRACT
(156) REGENTS OF THE UNIV OF CALI AT BERKELEY
CONTRACTS GRANTS ACCtg
BERKELEY,CA947201103 		94-6002123 Gov't 318,554       RESEARCH/SUBCONTRACT
(157) REGENTS OF THE UNIVERSITY OF CALIFORNIA
1156 High ST
Santa Cruz,CA95064 		94-1539563 GOVT 753,490       RESEARCH/SUBCONTRACT
(158) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 Gilmand Dr
LA JOLLA,CA92093 		95-6006144 GOVT 175,952       RESEARCH/SUBCONTRACT
(159) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO
220 MONTGOMERY ST
SAN FRANCISCO,CA94104 		94-6036493 GOVT 208,531       RESEARCH/SUBCONTRACT
(160) REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
ONE SHIELDS AVE
DAVIS,CA95616 		94-6036494 GOVT 261,495       RESEARCH/SUBCONTRACT
(161) RELIGIOUS INSTITUTE
135 CLARENCE ST
BRIDGEPORT,CT06608 		90-0802328 501(c)(3) 17,040       RESEARCH/SUBCONTRACT
(162) RESEARCH Foundation FOR THE STATE UNIV OF NY
PO Box 9
ALBANY,NY122010009 		14-1368361 501(c)(3) 406,985       RESEARCH/SUBCONTRACT
(163) RESEARCH FOUNDATION MENTAL HYGIENE INC
RIVERVIEW CENTER
MENANDS,NY12204 		14-1410842 501(c)(3) 408,912       RESEARCH/SUBCONTRACT
(164) RHODE ISLAND HOSPITAL
593 EDDY ST
PROVIDENCE,RI029034141 		05-0258954 501(c)(3) 47,143       RESEARCH/SUBCONTRACT
(165) RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN ST
CHICAGO,IL606123833 		36-2174823 501(c)(3) 350,069       RESEARCH/SUBCONTRACT
(166) RUTGERS UNIVERSITY
64 DAVIDSON RD
PISCATAWAY,NJ08854 		46-2354111 GOVT 255,414       RESEARCH/SUBCONTRACT
(167) SAGE BIONETWORKS
1100 FAIRVIEW AVE N
SEATTLE,WA98121 		26-4489946 501(c)(3) 311,579       RESEARCH/SUBCONTRACT
(168) SAINT JOSEPH'S MERCY CARE SERVICES INC
424 DECATUR ST SE
ATLANTA,GA30312 		58-1752700 501(c)(3) 25,278       RESEARCH/SUBCONTRACT
(169) SAN ANTONIO AIDS FOUNDATION
818 E GRAYSON ST
SAN ANTONIO,TX78208 		74-2427853 501(c)(3) 31,500       RESEARCH/SUBCONTRACT
(170) SANFORD BURNHAM PREBYS MEDICAL DISCOVERY
10901 N TORREY PINES
LA JOLLA,CA920371005 		51-0197108 501(c)(3) 104,826       RESEARCH/SUBCONTRACT
(171) SANFORD RESEARCH
SANFORD CENTER
SIOUX FALLS,SD57104 		46-0450378 Corp 187,117       RESEARCH/SUBCONTRACT
(172) SAVANNAH COLLEGE OF ART & DESIGN
26 W HARRIS ST
SAVANNAH,GA31401 		58-1357177 501(c)(3) 34,995       RESEARCH/SUBCONTRACT
(173) SEATTLE CHILDREN'S HEALTHCARE SYSTEM
SEATTLE CHILDRENS HOSPITAL
SEATTLE,WA981240728 		91-1250116 501(c)(3) 234,893       RESEARCH/SUBCONTRACT
(174) SISTERLOVE INC
P O BOX 10558
ATLANTA,GA30310 		58-2016070 501(c)(3) 39,968       RESEARCH/SUBCONTRACT
(175) SOUTHERN BLACK POLICY AND ADVOCACY NETWORK
1075 W GRIFFIN ST
DALLAS,TX75215 		83-1197219 501(c)(3) 80,000       RESEARCH/SUBCONTRACT
(176) SPELMAN COLLEGE
350 SPELMAN LANE SW
ATLANTA,GA303144399 		58-0566243 501(c)(3) 42,004       RESEARCH/SUBCONTRACT
(177) ST JUDE CHILDREN'S RESEARCH
PO BOX 100 DEPT 949
MEMPHIS,TN381480949 		62-0646012 501(c)(3) 163,174       RESEARCH/SUBCONTRACT
(178) ST LOUIS UNIVERSITY
3545 LINDELL BLVD
ST LOUIS,MO63108 		43-0654872 501(c)(3) 10,850       RESEARCH/SUBCONTRACT
(179) STANFORD UNIVERSITY
P O BOX 44253
SAN FRANCISCO,CA941444253 		94-1156365 501(c)(3) 3,786,053       RESEARCH/SUBCONTRACT
(180) SWEETSENSE INC
N/A
DENVER,CO80205 		46-0753599 Corp 50,000       RESEARCH/SUBCONTRACT
(181) T J MARTELL FOUNDATION
2870 PEACHTREE RD 455
ATLANTA,GA303052918 		80-0377727 501(c)(3) 7,500       DONATION
(182) TEMPLE UNIVERSITY
1801 N BRD ST
PHILADELPHIA,PA191824242 		23-1365971 501(c)(3) 217,453       RESEARCH/SUBCONTRACT
(183) TEXAS TECH UNIVERSITY
Box 41105
LUBBOCK,TX794091105 		75-6002622 Gov't 39,705       RESEARCH/SUBCONTRACT
(184) THE FEINSTEIN INSTITUTE FOR MED RESEARCH
972 BRUSH HOLLOW RD
PHILADELPHIA,PA191957530 		11-2673595 501(c)(3) 6,300       RESEARCH/SUBCONTRACT
(185) THE HENRY M JACKSON FOUNDATION
1401 ROCKVILLE PIKE
BETHESDA,MD20817 		52-1317896 501(c)(3) 38,677       RESEARCH/SUBCONTRACT
(186) THE JACKSON LABORATORY
600 MAIN ST
BAR HARBOR,ME04609 		01-0211513 501(c)(3) 16,582       RESEARCH/SUBCONTRACT
(187) THE MEDICAL CENTER INC
710 Center ST
COLUMBUS,GA31901 		58-1685139 501(c)(3) 183,760       RESEARCH/SUBCONTRACT
(188) THE OHIO STATE UNIVERSITY
90 I WOODY HAYES DR
COLUMBUS,OH432101063 		31-6025986 GOVT 242,441       RESEARCH/SUBCONTRACT
(189) THE REGENTS OF THE UNIVERSITY OF COLORADO
1800 Grant ST
DENVER,CO80203 		84-6000555 Gov't 79,074       RESEARCH/SUBCONTRACT
(190) THE RIGHT CHOICE PROJECT
516 EAST AIRLINE HWY
LAPLACE,LA70068 		47-2778681 501(c)(3) 13,067       RESEARCH/SUBCONTRACT
(191) THE ROCKEFELLER UNIVERSITY
1230 YORK AVE
NEW YORK,NY100656399 		13-1624158 501(c)(3) 183,074       RESEARCH/SUBCONTRACT
(192) THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RD
LA JOLLA,CA92037 		33-0435954 501(c)(3) 565,189       RESEARCH/SUBCONTRACT
(193) THE TASK FORCE FOR GLOBAL HEALTH INC
325 SWANTON WAY
DECATUR,GA30030 		58-1698648 501(c)(3) 1,901,715       RESEARCH/SUBCONTRACT
(194) THE UNIVERSITY OF OKLAHOMA
GRANTS CONTRACTS ACCOUNTING
OKLAHOMA CITY,OK731260901 		73-6017987 GOVT 14,031       RESEARCH/SUBCONTRACT
(195) THE UNIVERSITY OF TEXAS AT DALLAS
AD37 P O BOX 830688
RICHARDSON,TX75080 		75-1305566 GOVT 6,101       RESEARCH/SUBCONTRACT
(196) TRUSTEES OF CLARK UNIVERSITY
950 Main ST
WORCESTER,MA01610 		04-2111203 501(c)(3) 59,160       RESEARCH/SUBCONTRACT
(197) TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT ST
PHILADELPHIA,PA191785541 		23-1352685 GOVT 887,816       RESEARCH/SUBCONTRACT
(198) TRUSTEES OF TUFTS COLLEGE
169 Holland ST
Somerville,MA02144 		04-2103634 501(c)(3) 39,271       RESEARCH/SUBCONTRACT
(199) TULANE UNIVERSITY
100 JONES HALL
HARAHAN,LA701233330 		72-0423889 501(c)(3) 304,008       RESEARCH/SUBCONTRACT
(200) UGA RESEARCH FOUNDATION INC
200 DW BROOKS DRIVE
ATHENS,GA30602 		58-1353149 501(c)(3) 2,859,477       RESEARCH/SUBCONTRACT
(201) UNIVERSITY OF ALABAMA - BIRMINGHAM
1530 3rd AVE SOUTH
BIRMINGHAM,AL35294 		63-6005396 GOVT 2,117,780       RESEARCH/SUBCONTRACT
(202) UNIVERSITY OF ARIZONA
1040 E 4TH ST
TUCSON,AZ857190521 		74-2652689 GOVT 282,783       RESEARCH/SUBCONTRACT
(203) UNIVERSITY OF ARKANSAS
210 ADMIN BLDG
LITTLE ROCK,AR722041099 		71-0236904 GOVT 9,749       RESEARCH/SUBCONTRACT
(204) UNIVERSITY OF CHICAGO
5801 S ELLIS AVE
CHICAGO,IL60637 		36-2177139 501(c)(3) 618,081       RESEARCH/SUBCONTRACT
(205) UNIVERSITY OF CINCINNATI
PO BOX 932368
CINCINNATI,OH452210222 		31-6000989 GOVT 44,037       RESEARCH/SUBCONTRACT
(206) UNIVERSITY OF COLORADO AT DENVER
13199 EAST MONTVIEW
DENVER,CO802910238 		84-6000555 GOVT 615,183       RESEARCH/SUBCONTRACT
(207) UNIVERSITY OF CONNECTICUT
263 Farmington Ave
FARMINGTON,CT06030 		52-1725543 GOVT 18,689       RESEARCH/SUBCONTRACT
(208) UNIVERSITY OF FLORIDA
201 CRISER HALL
GAINESVILLE,FL32611 		59-6002052 GOVT 68,303       RESEARCH/SUBCONTRACT
(209) UNIVERSITY OF ILLINOIS
504 EAST PENN AVE
CHICAGO,IL60673 		37-6000511 GOVT 58,941       RESEARCH/SUBCONTRACT
(210) UNIVERSITY OF IOWA
100 MOSSMAN BUS SVS
IOWA CITY,IA52242 		42-6004813 GOVT 13,392       RESEARCH/SUBCONTRACT
(211) UNIVERSITY OF KANSAS MEDICAL CENTER
KUMC RESEARCH INSTITUTE INC
KANSAS CITY,KS66160 		48-1108830 501(c)(3) 85,051       RESEARCH/SUBCONTRACT
(212) UNIVERSITY OF KENTUCKY
301 PETERSON SVC BLDG
CLEVELAND,OH44193 		61-6001218 GOVT 84,984       RESEARCH/SUBCONTRACT
(213) UNIVERSITY OF LOUISVILLE
CTRS OFFICE
LOUISVILLE,KY402021959 		61-1014882 501(c)(3) 148,266       RESEARCH/SUBCONTRACT
(214) UNIVERSITY OF MARYLAND
P O BOX 41428
BALTIMORE,MD21201 		52-6002033 GOVT 2,237,175       RESEARCH/SUBCONTRACT
(215) UNIVERSITY OF MIAMI
PO BOX 025405
ATLANTA,GA303845803 		59-0624458 501(c)(3) 454,074       RESEARCH/SUBCONTRACT
(216) UNIVERSITY OF MICHIGAN
2901 HUBBARD ST
PITTSBURGH,PA152512131 		38-6006309 GOVT 1,460,676       RESEARCH/SUBCONTRACT
(217) UNIVERSITY OF MINNESOTA
1300 S 2ND
MINNEAPOLIS,MN554855957 		41-6007513 GOVT 1,374,393       RESEARCH/SUBCONTRACT
(218) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
OFF OF SPON PROGRAMS
JACKSON,MS392164505 		64-6008520 501(c)(3) 386,704       RESEARCH/SUBCONTRACT
(219) UNIVERSITY OF MISSOURI
PO BOX 807012
KANSAS CITY,MO641807012 		43-6003859 GOVT 148,544       RESEARCH/SUBCONTRACT
(220) UNIVERSITY OF NEBRASKA
3835 Holdrege ST
Lincoln,NE68583 		47-0049123 Gov't 2,142,996       RESEARCH/SUBCONTRACT
(221) UNIVERSITY OF NEW MEXICO
HEALTH SCIENCES CENTER
ALBUQUERQUE,NM87131 		85-6000642 Gov't 65,560       RESEARCH/SUBCONTRACT
(222) UNIVERSITY OF NORTH CAROLINA
103 SOUTH BUILDING
CHAPEL HILL,NC275991350 		56-6001393 GOVT 633,057       RESEARCH/SUBCONTRACT
(223) UNIVERSITY OF NORTH CAROLINA-WILMINGTON
600 S COLLEGE RD
WILMINGTON,NC28403 		56-1258660 GOVT 53,636       RESEARCH/SUBCONTRACT
(224) UNIVERSITY OF PITTSBURGH
116 ATWOOD ST
PITTSBURGH,PA15260 		25-0965591 501(c)(3) 683,289       RESEARCH/SUBCONTRACT
(225) UNIVERSITY OF ROCHESTER
115 SULLYS TRAIL
ROCHESTER,NY14611 		16-0743209 501(c)(3) 98,625       RESEARCH/SUBCONTRACT
(226) UNIVERSITY OF SOUTH CAROLINA
1400 GREENE ST
COLUMBIA,SC29208 		57-6001153 GOVT 298,952       RESEARCH/SUBCONTRACT
(227) UNIVERSITY OF SOUTH FLORIDA
4019 E Fowler Ave
TAMPA,FL33617 		59-3102112 Gov't 16,321       RESEARCH/SUBCONTRACT
(228) UNIVERSITY OF SOUTHERN CALIFORNIA
3540 S FIGUEROA ST
LOS ANGELES,CA900898001 		95-1642394 GOVT 75,212       RESEARCH/SUBCONTRACT
(229) UNIVERSITY OF TENNESSEE
527 ANDY HOLD TOWER
KNOXVILLE,TN379960225 		62-6001636 GOVT 108,340       RESEARCH/SUBCONTRACT
(230) UNIVERSITY OF TEXAS
AD37 P O BOX 830688
DALLAS,TX75303 		74-1761309 GOVT 204,581       RESEARCH/SUBCONTRACT
(231) UNIVERSITY OF TEXAS MEDICAL BRANCH
UTMB AT GALVESTON OSP DEPT 750
DALLAS,TX752660120 		74-6000949 Gov't 13,855       RESEARCH/SUBCONTRACT
(232) UNIVERSITY OF TEXAS SOUTHWESTERN
MEDICAL CENTER
DALLAS,TX752841765 		75-1573968 Gov't 51,795       RESEARCH/SUBCONTRACT
(233) UNIVERSITY OF UTAH
201 S 1460 E
SALT LAKE CITY,UT84112 		87-6000525 GOVT 319,208       RESEARCH/SUBCONTRACT
(234) UNIVERSITY OF VERMONT
PO BOX 1389
WILLISTON,VT054951389 		03-0179440 GOVT 38,108       RESEARCH/SUBCONTRACT
(235) UNIVERSITY OF VIRGINIA
PO BOX 400127
CHARLOTTESVILLE,VA229044195 		54-6001796 GOVT 6,218       RESEARCH/SUBCONTRACT
(236) UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PKY
SEATTLE,WA981956465 		91-6001537 GOVT 931,008       RESEARCH/SUBCONTRACT
(237) UNIVERSITY OF WISCONSIN
1848 UNIVERSITY AVE
MILWAUKEE,WI532780538 		39-1805963 GOVT 504,097       RESEARCH/SUBCONTRACT
(238) UNIVERSITY SYSTEM OF NEW HAMPSHIRE
51 COLLEGE RD
DURHAM,NH038243585 		02-6000937 GOVT 82,623       RESEARCH/SUBCONTRACT
(239) URBAN INSTITUTE THE
500 LEFANT PLAZA SW
WASHINGTON,DC20024 		52-0880375 501(c)(3) 6,260       RESEARCH/SUBCONTRACT
(240) UTAH STATE UNIVERSITY
PO BOX 410027
SALT LAKE CITY,UT841410027 		87-6000528 GOVT 12,051       RESEARCH/SUBCONTRACT
(241) VANDERBILT UNIVERSITY
2361 VANDERBILT PLACE
NASHVILLE,TN372406310 		62-0476822 501(c)(3) 235,754       RESEARCH/SUBCONTRACT
(242) VANDERBILT UNIVERSITY MEDICAL CENTER
DEPT 1236 P O BOX 121236
NASHVILLE,TN372406310 		35-2528741 501(c)(3) 1,146,142       RESEARCH/SUBCONTRACT
(243) VETERANS HEALTH ADMINISTRATION
1660 S COLUMBIAN WAY
SEATTLE,WA98108 		74-1612229 Gov't 21,243       RESEARCH/SUBCONTRACT
(244) VIRGINIA COMMONWEALTH UNIVERSITY
BOX 843039
RICHMOND,VA23298 		54-6001758 115 217,268       RESEARCH/SUBCONTRACT
(245) VITALANT
6210 E Oak ST
Scottsdale,AZ85257 		86-0098929 501(c)(3) 16,657       RESEARCH/SUBCONTRACT
(246) WAKE FOREST UNIVERSITY
1834 WAKE FOREST RD
WINSTONSALEM,NC27157 		56-0532138 501(c)(3) 113,374       RESEARCH/SUBCONTRACT
(247) WASHINGTON STATE UNIVERSITY
240 FRENCH ADMN BLDG
PULLMAN,WA991641025 		91-6001108 GOVT 168,979       RESEARCH/SUBCONTRACT
(248) WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVE
ST LOUIS,MO631121408 		43-0653611 501(c)(3) 296,972       RESEARCH/SUBCONTRACT
(249) WAYNE STATE UNIVERSITY
5057 WOODWARD AVE
DETROIT,MI48202 		38-6028429 Gov't 61,536       RESEARCH/SUBCONTRACT
(250) WEILL CORNELL MEDICAL COLLEGE AT CORNELL
575 LEXINGTON AVE 9TH FLOOR
NEW YORK,NY10022 		13-1623978 Gov't 13,840       RESEARCH/SUBCONTRACT
(251) WEST VIRGINIA UNIVERSITY
PO BOX 6002
MORGANTOWN,WV26506 		55-6000842 GOVT 109,419       RESEARCH/SUBCONTRACT
(252) WESTERN WASHINGTON UNIVERSITY
516 HIGH ST
BELLINGHAM,WA98225 		91-6000562 Gov't 8,187       RESEARCH/SUBCONTRACT
(253) WILLIAM MARSH RICE UNIVERSITY
6100 Main ST
HOUSTON,TX77251 		74-1109620 501(c)(3) 48,973       RESEARCH/SUBCONTRACT
(254) WOLFE LABORATORIES LLC
PO BOX 681088
CHICAGO,IL60695 		04-3479806 Corp 67,735       RESEARCH/SUBCONTRACT
(255) WOMEN & INFANTS HOSPITAL OF RHODE ISLAND
DIRECTOR OF RESEARCH ACCOUNTING
PROVIDENCE,RI02905 		05-0258937 501(c)(3) 44,122       RESEARCH/SUBCONTRACT
(256) YALE UNIVERSITY
PO BOX 2038
NEW HAVEN,CT065081873 		06-0646973 501(c)(3) 346,477       RESEARCH/SUBCONTRACT
(257) YOUTH AMBASSADORS INC
5809 MICHIGAN AVE
KANSAS CITY,MI64130 		45-5220294 501(c)(3) 19,590       RESEARCH/SUBCONTRACT
(258) University of Puerto Rico
Medical Sciences Campus
San Juan,PR009365067 		66-0433762 Gov't 179,332       Research/Subcontract
(259) Saint Joseph's Hospital of Atlanta Inc
5673 Peachtree Dunwoody Rd
Atlanta,GA30342 		58-0566257 501(c)(3) 18,904,249       Donation
(260) EmorySaint Joseph's Inc
1440 Clifton Rd NE
Atlanta,GA30322 		45-2721833 501(c)(3) 11,366,229       Donation
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
240
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
20
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Emory University grants & assistance 10746 305,060,918      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part III 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 THAT REQUIRE DIRECT COSTS BE PAID PRIOR TO PROVIDING REFUNDS FOR NON-DIRECT EDUCATIONAL EXPENSES.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 SPONSORED PROGRAMS 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) 2018



Additional Data


Software ID: 18007697
Software Version: 2018v3.1


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1CHARLIE COY (Peter) BARNES JR
 
Former Officer 		(i)

(ii)		 459,700
-------------
0 		0
-------------
0 		0
-------------
0 		24,750
-------------
0 		9,486
-------------
0 		493,936
-------------
0 		0
-------------
0
2S WRIGHT CAUGHMAN MD
 
Former Officer 		(i)

(ii)		 320,782
-------------
68,949 		0
-------------
0 		21,078
-------------
8,755 		27,922
-------------
0 		5,263
-------------
11,373 		375,045
-------------
89,077 		0
-------------
0
3SUSAN CRUSE
 
Former Officer 		(i)

(ii)		 507,889
-------------
0 		0
-------------
0 		514,482
-------------
0 		24,750
-------------
0 		20,142
-------------
0 		1,067,263
-------------
0 		0
-------------
0
4VINCE DOLLARD
 
Former Officer 		(i)

(ii)		 224,844
-------------
0 		15,000
-------------
0 		600
-------------
0 		20,104
-------------
0 		18,130
-------------
0 		278,678
-------------
0 		0
-------------
0
5RICHARD A MENDOLA
 
Former officer 		(i)

(ii)		 613,277
-------------
0 		10,000
-------------
0 		33,201
-------------
0 		24,750
-------------
0 		31,672
-------------
0 		712,900
-------------
0 		0
-------------
0
6AJAY NAIR
 
Former Officer 		(i)

(ii)		 152,185
-------------
0 		0
-------------
0 		0
-------------
0 		13,887
-------------
0 		6,244
-------------
0 		172,316
-------------
0 		0
-------------
0
7CHRISTOPHER AUGOSTINI
 
EVP - Business and Administration 		(i)

(ii)		 923,184
-------------
0 		0
-------------
0 		104,065
-------------
0 		24,750
-------------
0 		27,572
-------------
0 		1,079,571
-------------
0 		0
-------------
0
8DEBORAH BRUNER
 
SVP RESEARCH 		(i)

(ii)		 320,361
-------------
0 		0
-------------
0 		0
-------------
0 		23,480
-------------
0 		17,027
-------------
0 		360,868
-------------
0 		0
-------------
0
9ALLISON DYKES JOHNSON
 
VP - University Secretary 		(i)

(ii)		 383,451
-------------
0 		0
-------------
0 		0
-------------
0 		24,750
-------------
0 		24,634
-------------
0 		432,835
-------------
0 		0
-------------
0
10DELBRIDGE KING
 
VP - Human Resources 		(i)

(ii)		 304,302
-------------
0 		0
-------------
0 		0
-------------
0 		24,750
-------------
0 		17,191
-------------
0 		346,243
-------------
0 		0
-------------
0
11CAROL KISSAL
 
VP - Finance ; Chief Finance Officer 		(i)

(ii)		 463,387
-------------
0 		313,845
-------------
0 		18,008
-------------
0 		24,750
-------------
0 		24,760
-------------
0 		844,750
-------------
0 		0
-------------
0
12JONATHAN S LEWIN MD
 
See Schedule J, Part III 		(i)

(ii)		 653,036
-------------
662,102 		0
-------------
691,427 		69,592
-------------
42,679 		30,250
-------------
0 		9,014
-------------
16,506 		761,892
-------------
1,412,714 		0
-------------
0
13PAUL P MARTHERS
 
Interim SVP 		(i)

(ii)		 377,144
-------------
0 		10,000
-------------
0 		0
-------------
0 		24,750
-------------
0 		23,276
-------------
0 		435,170
-------------
0 		0
-------------
0
14DWIGHT A McBRIDE
 
Provost/Exec VP, Academic Affairs 		(i)

(ii)		 706,515
-------------
0 		0
-------------
0 		63,270
-------------
0 		24,750
-------------
0 		10,564
-------------
0 		805,099
-------------
0 		0
-------------
0
15THERESA MILAZZO
 
VP - Human Resources 		(i)

(ii)		 316,696
-------------
0 		0
-------------
0 		2,251
-------------
0 		24,750
-------------
0 		15,203
-------------
0 		358,900
-------------
0 		0
-------------
0
16JOSHUA R NEWTON
 
SVP - Adv. & Alum. Engagement 		(i)

(ii)		 235,601
-------------
0 		100,000
-------------
0 		22,563
-------------
0 		12,600
-------------
0 		6,888
-------------
0 		377,652
-------------
0 		0
-------------
0
17SRINIVAS PULAVARTI
 
VP-Investments 		(i)

(ii)		 471,575
-------------
0 		400,000
-------------
0 		0
-------------
0 		16,500
-------------
0 		11,571
-------------
0 		899,646
-------------
0 		0
-------------
0
18DAVID B SANDOR
 
SVP Communications 		(i)

(ii)		 347,953
-------------
0 		60,000
-------------
0 		30,387
-------------
0 		24,750
-------------
0 		20,240
-------------
0 		483,330
-------------
0 		0
-------------
0
19STEPHEN D SENCER
 
Sr VP & General Counsel 		(i)

(ii)		 630,149
-------------
0 		0
-------------
0 		35,422
-------------
0 		24,750
-------------
0 		33,426
-------------
0 		723,747
-------------
0 		0
-------------
0
20CLAIRE STERK
 
President 		(i)

(ii)		 1,065,884
-------------
0 		78,750
-------------
0 		81,998
-------------
0 		444,750
-------------
0 		68,135
-------------
0 		1,739,517
-------------
0 		0
-------------
0
21CHRISTIAN P LARSEN MD
 
Former Key Employee 		(i)

(ii)		 269,473
-------------
315,532 		0
-------------
60,728 		396
-------------
33,219 		30,250
-------------
0 		5,706
-------------
11,810 		305,825
-------------
421,289 		0
-------------
0
22DAVID STEPHENS MD
 
Former Key Employee 		(i)

(ii)		 537,133
-------------
185,867 		16,540
-------------
137,004 		1,957
-------------
3,614 		30,250
-------------
0 		216
-------------
313 		586,096
-------------
326,798 		0
-------------
0
23MARY BETH ALLEN
 
Chief HR Officer - EHC 		(i)

(ii)		 0
-------------
403,434 		0
-------------
213,042 		0
-------------
38,546 		0
-------------
19,250 		0
-------------
11,469 		0
-------------
685,741 		0
-------------
0
24GREG ANDERSON
 
VP&CFO Emory University Hospital Midtown 		(i)

(ii)		 150,987
-------------
140,543 		0
-------------
57,611 		889
-------------
289 		16,500
-------------
0 		21,408
-------------
13,027 		189,784
-------------
211,470 		0
-------------
0
25BILL BORNSTEIN MD
 
CMO & CQPSO 		(i)

(ii)		 0
-------------
536,982 		0
-------------
286,118 		825
-------------
58,995 		20,321
-------------
0 		14,916
-------------
13,971 		36,062
-------------
896,066 		0
-------------
0
26CARLA CHANDLER
 
VP&CFO Emory University Hospital 		(i)

(ii)		 293,496
-------------
0 		0
-------------
66,670 		1,119
-------------
30 		18,847
-------------
0 		22,822
-------------
2,581 		336,284
-------------
69,281 		0
-------------
0
27MICHAEL ELLIOTT
 
Dean of Emory College 		(i)

(ii)		 503,499
-------------
0 		0
-------------
0 		0
-------------
0 		24,750
-------------
0 		15,090
-------------
0 		543,339
-------------
0 		0
-------------
0
28BRYCE GARTLAND MD
 
Hospital Group President & CEO - Emory University Hospital 		(i)

(ii)		 513,336
-------------
4,956 		0
-------------
222,029 		1,197
-------------
32 		19,285
-------------
74,899 		5,280
-------------
18,605 		539,098
-------------
320,521 		0
-------------
0
29PATRICK HAMMOND
 
CEO - Emory Healthcare Network 		(i)

(ii)		 0
-------------
441,562 		0
-------------
613,148 		0
-------------
80,215 		0
-------------
19,250 		0
-------------
33,436 		0
-------------
1,187,611 		0
-------------
0
30JAMES T HATCHER
 
CFO Emory Healthcare 		(i)

(ii)		 0
-------------
532,775 		0
-------------
284,481 		0
-------------
59,570 		0
-------------
19,250 		0
-------------
19,470 		0
-------------
915,546 		0
-------------
0
31DAN OWENS
 
CEO - Emory University Hospital Midtown 		(i)

(ii)		 437,947
-------------
1,000 		0
-------------
229,121 		1,754
-------------
43,078 		19,250
-------------
64,969 		8,376
-------------
19,698 		467,327
-------------
357,866 		82,705
-------------
0
32SHARON PAPPAS
 
Chief Nursing Officer 		(i)

(ii)		 15,000
-------------
411,284 		0
-------------
196,227 		675
-------------
7,805 		16,500
-------------
61,800 		14,916
-------------
6,991 		47,091
-------------
684,107 		0
-------------
0
33DANE PETERSON
 
Chief Operating Officer - EHC 		(i)

(ii)		 0
-------------
743,580 		0
-------------
893,156 		0
-------------
54,327 		0
-------------
138,702 		0
-------------
37,231 		0
-------------
1,866,996 		0
-------------
97,861
34SHEILA SANDERS
 
Chief Information Officer 		(i)

(ii)		 0
-------------
406,972 		0
-------------
103,691 		0
-------------
1,198 		0
-------------
16,500 		0
-------------
20,333 		0
-------------
548,694 		0
-------------
0
35VIKAS SUKHATME MD
 
Dean, School of Medicine 		(i)

(ii)		 579,095
-------------
251,302 		10,400
-------------
249,666 		28,074
-------------
3,942 		25,750
-------------
0 		6,712
-------------
11,898 		650,031
-------------
516,808 		0
-------------
0
36FAIZ U AHMAD MD
 
Physician 		(i)

(ii)		 560,973
-------------
603,309 		442,017
-------------
1,156,946 		60
-------------
29,407 		30,250
-------------
0 		9,271
-------------
16,412 		1,042,571
-------------
1,806,074 		0
-------------
0
37KEITH WALTER MICHAEL MD
 
Physician 		(i)

(ii)		 256,770
-------------
404,723 		6,144
-------------
991,244 		54
-------------
27,751 		29,380
-------------
0 		1,363
-------------
7,514 		293,711
-------------
1,431,232 		0
-------------
0
38DAN REFAI MD
 
Physician 		(i)

(ii)		 6,000
-------------
822,974 		0
-------------
1,049,693 		0
-------------
11,303 		22,075
-------------
0 		216
-------------
26,313 		28,291
-------------
1,910,283 		0
-------------
0
39JOHN M RHEE MD
 
Physician 		(i)

(ii)		 0
-------------
1,078,473 		0
-------------
1,056,571 		28
-------------
11,561 		22,150
-------------
0 		188
-------------
20,640 		22,366
-------------
2,167,245 		0
-------------
0
40SANGWOOK TIM YOON MD
 
Physician 		(i)

(ii)		 1,455
-------------
768,361 		0
-------------
816,766 		628
-------------
11,939 		22,050
-------------
0 		18,296
-------------
11,529 		42,429
-------------
1,608,595 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part II SCHEDULE J, PART II, COLUMN C & COLUMN F SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR PURPOSES OF RETENTION, EMORY UNIVERSITY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: BRYCE GARTLAND, MD $74,899 DANIEL OWENS $64,969 SHARON PAPPAS $61,800 DANE PETERSON $108,702 Claire Sterk $420,000 THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT OF VESTED DEFERRED COMPENSATION AWARDS MADE DURING PRIOR YEARS. THESE AWARDS WERE REPORTED AS DEFERRED COMPENSATION IN THOSE YEARS ON FORM 990. Dan Owens $82,705 DANE PETERSON $97,861
Schedule J, Part II Titles Jonathan S. Lewin, MD - EVP Health Affairs, Emory University; Executive Director, Woodruff Health Sciences Center; President, CEO and Chairman of the Board, Emory Healthcare
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.
Schedule J, Part I, Line 1a 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.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments EMORY UNIVERSITY DOES NOT MAKE TAX INDEMNIFICATION OR GROSS-UP PAYMENTS TO EXECUTIVE STAFF MEMBERS UNLESS AGREED TO PRIOR TO PAYMENT.
Schedule J, Part I, Line 1a 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 THE POSITION AND UTILIZE THE RESIDENCE FOR UNIVERSITY BUSINESS PURPOSES.
Schedule J, Part I, Line 1a 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. SUSAN CRUSE $3,150 Joshua Newton $1,400 CLAIRE STERK $7,290
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ESTABLISHING COMPENSATION: THE PRESIDENT'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, COMPOSED OF OUTSIDE TRUSTEES. THE RECOMMENDATION IS BASED ON COMPENSATION SURVEY DATA WITH PERIODIC REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT.
Schedule J, Part I, Line 4a Severance or change-of-control payment At the time of her departure from Emory, Susan Cruse received $500,000 as a separation payment.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. Christopher Augostini $60,998 CAROL D. KISSAL $17,408 JONATHAN S. LEWIN MD $61,834 Dwight McBride $40,770 RICHARD A. MENDOLA $32,451 STEPHEN D. SENCER $34,722 CLAIRE E. STERK $74,475
Schedule J (Form 990) 2018
Additional Data


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Software Version: 2018v3.1

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 74265LSJ8 08-04-2005 250,000,000 SEE PART VI - 2005B   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LTD0 08-25-2005 281,575,000 SEE PART VI - 2005C   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LYF9 08-23-2011 238,277,766 SEE PART VI - 2011A   X   X   X
D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA57 08-15-2013 214,792,974 SEE PART VI - 2013A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA73 08-15-2013 192,965,000 SEE PART VI - 2013BC   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LK23 09-29-2016 151,433,077 SEE PART VI - 2016A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LM70 09-29-2016 249,693,667 SEE PART VI -2016B   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 000000000 09-13-2018 177,270,000 See Part VI - 2018 CP   X   X   X
Private Colleges and Universities Authority
  		58-1407780 74265LS41 08-28-2019 327,814,168 See Part VI - 2019AB   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 157,425,000 92,150,000 23,695,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 250,002,307 287,609,146 238,277,809 214,803,734
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 3,238,536 0 2,745,515
6 Proceeds in refunding escrows ............... 249,212,532 56,620,000 23,667,844 58,968,426
7 Issuance costs from proceeds ............... 787,468 1,684,295 1,609,965 1,564,110
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 2,307 226,066,315 0 151,525,683
11 Other spent proceeds ............. 0 0 0 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2005 2007 2011 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
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 of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.53 % 0.14 % 0.22 % 0.64 %
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 % 0.14 % 0.22 % 0.64 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.05 % 0.06 % 0.01 % 0.01 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X     X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X     X   X
b Name of provider .......... WELLS FARGO CITIGROUP
  		WELLS FARGO CITIGROUP
  		 
  		 
 
c Term of hedge ......... 3100 % 3100 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X X     X   X
b Name of provider ..........  
  		TRANSAMERICA OCCIDEN
  		 
  		 
 
c Term of GIC .........   100 %    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........     X          
6 Were any gross proceeds invested beyond an available temporary period? X     X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUES A. 2005B - DEBT REFUNDING: 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 10/10/01 (2001A) B. 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 5/26/94 (1994A), 11/21/95 (1995A), 9/17/97 (1997C), 9/29/99 (1999A), 8/16/00 (2000A), 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B) C. 2011A - DEBT REFUNDING: 10/10/2001 (2001A), 10/17/2002 (2002A), 6/19/2008 (2008B) D. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) F. 2013BC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/25/05 (2005C) G. 2016A - NEW FACILITY CONSTRUCTION H. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) I. 2018CP - New Facility Acquisition of DMC Assets J. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE 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 # 74265LSJ8 (2005B) $2,307 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTD0 (2005C) $6,034,146 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LYF9 (2011A) $43 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,761 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA73 (2013BC) $25,232 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,970
Schedule K, Part III SCH K, PART III PRIVATE BUSINESS USE BOND ISSUE 2005B WAS USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY
Schedule K, Part IV, Line 2c REBATE COMPUTATIONS PERFORMED ISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2011A - 08/23/2016 ISSUE 2013A - 8/15/2018 ISSUE 2013BC - 8/15/2018
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6 A PORTION OF THE PROCEEDS OF THE SERIES 2005B, 2013A, AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS. A portion of the proceeds of the series 2013B Bonds were invested in a construction fund beyond an available temporary period. However, the proceeds were yield restricted in accordance with the code and treasury regulations.
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 74265LSJ8 08-04-2005 250,000,000 SEE PART VI - 2005B   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LTD0 08-25-2005 281,575,000 SEE PART VI - 2005C   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LYF9 08-23-2011 238,277,766 SEE PART VI - 2011A   X   X   X
D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA57 08-15-2013 214,792,974 SEE PART VI - 2013A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA73 08-15-2013 192,965,000 SEE PART VI - 2013BC   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LK23 09-29-2016 151,433,077 SEE PART VI - 2016A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LM70 09-29-2016 249,693,667 SEE PART VI -2016B   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 000000000 09-13-2018 177,270,000 See Part VI - 2018 CP   X   X   X
Private Colleges and Universities Authority
  		58-1407780 74265LS41 08-28-2019 327,814,168 See Part VI - 2019AB   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 157,425,000 92,150,000 23,695,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 250,002,307 287,609,146 238,277,809 214,803,734
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 3,238,536 0 2,745,515
6 Proceeds in refunding escrows ............... 249,212,532 56,620,000 23,667,844 58,968,426
7 Issuance costs from proceeds ............... 787,468 1,684,295 1,609,965 1,564,110
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 2,307 226,066,315 0 151,525,683
11 Other spent proceeds ............. 0 0 0 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2005 2007 2011 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
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 of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.53 % 0.14 % 0.22 % 0.64 %
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 % 0.14 % 0.22 % 0.64 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.05 % 0.06 % 0.01 % 0.01 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X     X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X     X   X
b Name of provider .......... WELLS FARGO CITIGROUP
  		WELLS FARGO CITIGROUP
  		 
  		 
 
c Term of hedge ......... 3100 % 3100 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X X     X   X
b Name of provider ..........  
  		TRANSAMERICA OCCIDEN
  		 
  		 
 
c Term of GIC .........   100 %    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........     X          
6 Were any gross proceeds invested beyond an available temporary period? X     X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUES A. 2005B - DEBT REFUNDING: 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 10/10/01 (2001A) B. 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 5/26/94 (1994A), 11/21/95 (1995A), 9/17/97 (1997C), 9/29/99 (1999A), 8/16/00 (2000A), 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B) C. 2011A - DEBT REFUNDING: 10/10/2001 (2001A), 10/17/2002 (2002A), 6/19/2008 (2008B) D. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) F. 2013BC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/25/05 (2005C) G. 2016A - NEW FACILITY CONSTRUCTION H. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) I. 2018CP - New Facility Acquisition of DMC Assets J. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE 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 # 74265LSJ8 (2005B) $2,307 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTD0 (2005C) $6,034,146 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LYF9 (2011A) $43 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,761 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA73 (2013BC) $25,232 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,970
Schedule K, Part III SCH K, PART III PRIVATE BUSINESS USE BOND ISSUE 2005B WAS USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY
Schedule K, Part IV, Line 2c REBATE COMPUTATIONS PERFORMED ISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2011A - 08/23/2016 ISSUE 2013A - 8/15/2018 ISSUE 2013BC - 8/15/2018
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6 A PORTION OF THE PROCEEDS OF THE SERIES 2005B, 2013A, AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS. A portion of the proceeds of the series 2013B Bonds were invested in a construction fund beyond an available temporary period. However, the proceeds were yield restricted in accordance with the code and treasury regulations.
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 74265LSJ8 08-04-2005 250,000,000 SEE PART VI - 2005B   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LTD0 08-25-2005 281,575,000 SEE PART VI - 2005C   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LYF9 08-23-2011 238,277,766 SEE PART VI - 2011A   X   X   X
D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA57 08-15-2013 214,792,974 SEE PART VI - 2013A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LA73 08-15-2013 192,965,000 SEE PART VI - 2013BC   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LK23 09-29-2016 151,433,077 SEE PART VI - 2016A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 74265LM70 09-29-2016 249,693,667 SEE PART VI -2016B   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
  		58-1407780 000000000 09-13-2018 177,270,000 See Part VI - 2018 CP   X   X   X
Private Colleges and Universities Authority
  		58-1407780 74265LS41 08-28-2019 327,814,168 See Part VI - 2019AB   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 157,425,000 92,150,000 23,695,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 250,002,307 287,609,146 238,277,809 214,803,734
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 3,238,536 0 2,745,515
6 Proceeds in refunding escrows ............... 249,212,532 56,620,000 23,667,844 58,968,426
7 Issuance costs from proceeds ............... 787,468 1,684,295 1,609,965 1,564,110
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 2,307 226,066,315 0 151,525,683
11 Other spent proceeds ............. 0 0 0 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2005 2007 2011 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
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 of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any 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 0.53 % 0.14 % 0.22 % 0.64 %
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 % 0.14 % 0.22 % 0.64 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?............. X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.05 % 0.06 % 0.01 % 0.01 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X     X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X     X   X
b Name of provider .......... WELLS FARGO CITIGROUP
  		WELLS FARGO CITIGROUP
  		 
  		 
 
c Term of hedge ......... 3100 % 3100 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X X     X   X
b Name of provider ..........  
  		TRANSAMERICA OCCIDEN
  		 
  		 
 
c Term of GIC .........   100 %    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........     X          
6 Were any gross proceeds invested beyond an available temporary period? X     X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUES A. 2005B - DEBT REFUNDING: 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 10/10/01 (2001A) B. 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 5/26/94 (1994A), 11/21/95 (1995A), 9/17/97 (1997C), 9/29/99 (1999A), 8/16/00 (2000A), 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B) C. 2011A - DEBT REFUNDING: 10/10/2001 (2001A), 10/17/2002 (2002A), 6/19/2008 (2008B) D. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) F. 2013BC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/25/05 (2005C) G. 2016A - NEW FACILITY CONSTRUCTION H. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) I. 2018CP - New Facility Acquisition of DMC Assets J. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE 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 # 74265LSJ8 (2005B) $2,307 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTD0 (2005C) $6,034,146 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LYF9 (2011A) $43 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,761 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA73 (2013BC) $25,232 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,970
Schedule K, Part III SCH K, PART III PRIVATE BUSINESS USE BOND ISSUE 2005B WAS USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY
Schedule K, Part IV, Line 2c REBATE COMPUTATIONS PERFORMED ISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2011A - 08/23/2016 ISSUE 2013A - 8/15/2018 ISSUE 2013BC - 8/15/2018
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6 A PORTION OF THE PROCEEDS OF THE SERIES 2005B, 2013A, AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS. A portion of the proceeds of the series 2013B Bonds were invested in a construction fund beyond an available temporary period. However, the proceeds were yield restricted in accordance with the code and treasury regulations.
Schedule K (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
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) Christopher Y Caughman
  		FAMILY MEM OF FORMER OFFICER 71,858 EMPLOYEE   No
(2) Sheryl Gabram-Mendola
  		FAMILY MEM OF FORMER OFFICER 613,966 EMPLOYEE   No
(3) James Hunter Hatcher
  		FAMILY MEM OF KEY EMPLOYEE 31,406 EMPLOYEE   No
(4) Sheri Latham
  		FAMILY MEM OF TRUSTEE 11,496 EMPLOYEE   No
(5) Linda Orkin Lewin MD
  		FAMILY MEM OF OFFICER 94,115 EMPLOYEE   No
(6) Deborah Long
  		FAMILY MEM OF FORMER OFFICER 100,466 EMPLOYEE   No
(7) Jennifer Mathews
  		FAMILY MEM OF KEY EMPLOYEE 95,962 EMPLOYEE   No
(8) Debbie King Miller
  		FAMILY MEM OF OFFICER 44,313 EMPLOYEE   No
(9) Ruth Pappas
  		FAMILY MEM OF KEY EMPLOYEE 66,880 EMPLOYEE   No
(10) Ann Sencer
  		FAMILY MEM OF OFFICER 113,759 EMPLOYEE   No
(11) Kathleen Stephens
  		FAMILY MEM OF Former Key Employee 97,127 EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 13 2,297,865 Other
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 282,454 Other
5 Clothing and household
goods ....... 		X 46,388 Market value
6 Cars and other vehicles .. X 1 22,076 Other
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 279 28,950,042 Other
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 ..... X 1 450 Other
19 Food inventory ...        
20 Drugs and medical supplies . X 4 161,112 Market value
21 Taxidermy ......        
22 Historical artifacts .... X 5 1,677,551 Other
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( EVENT EXPENSES ) X 18 26,076 Market value
26 Other Right pointing arrow large image ( TRAVEL ) X 11 9,434 Market value
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
18
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Number of contributions The numbers listed in Part I, Column (b) are the number of contributions and not the number of items.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions 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) (2018)

Additional Data


Software ID: 18007697
Software Version: 2018v3.1
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
Return Reference Explanation
Form 990, Part I, Line 5 FORM 990, PART I, QUESTION 5 AND PART V, QUESTION 2A: NUMBER OF EMPLOYEES THE EMORY CLINIC, INC. ("TEC") (EIN: 58-2030692) AND EMORY CHILDREN'S CENTER, INC. ("ECC") (EIN: 58-2298500) HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY. THE SALARIES OF TEC'S AND ECC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC AND ECC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. THE STAFF MEMBERS OF EMORY MEDICAL CARE FOUNDATION, INC. ("EMCF") (EIN:58-1537752) AND EMORY INNOVATIONS, INC. ("EI") (EIN: 45-5372942) ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990.
Form 990, Part III, Line 1 MISSION, CONTINUED To fulfill this mission, the university supports teaching from the undergraduate to the advanced graduate and professional levels, and scholarship from basic research to its application in public service. As a comprehensive research university, Emory's academic programs span a great range from arts and sciences to business, law, theology, and the health professions. These different fields of study are knit together by robust interdisciplinary programs and a core devotion to liberal learning. The Emory community is open to all who meet its high standards of academic excellence and integrity. The university 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 critical to advancing knowledge. Emory is committed to opening disciplinary boundaries and supporting interdisciplinary research and teaching from a global perspective. Along with this, Emory strives to create a community characterized by respectful and mutually supportive interaction among faculty, students, staff, and the wider world. 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.
Form 990, Part IV, Line 12a FORM 990, PART IV, LINE 12A & PART XII, LINE 2B A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2019 AUDITED FINANCIAL STATEMENTS IS ATTACHED TO THIS RETURN. THE FOLLOWING ENTITIES INCLUDED IN THESE FINANCIAL STATEMENTS ARE NOT INCLUDED IN THE EMORY UNIVERSITY RETURNS BUT ARE INCLUDED IN THE EMORY GROUP RETURN - EMORY HEALTHCARE INC ("EHC"), THE EMORY CLINIC INC ("TEC"), WESLEY WOODS CENTER OF EMORY UNIVERSITY INC ("WWC"), EMORY MEDICAL CARE FOUNDATION INC("EMCF"), EMORY INNOVATIONS INC("EI"), EMORY/SAINT JOSEPH'S INC ("ESJ"), SAINT JOSEPH'S HOSPITAL OF ATLANTA INC ("SJHA"), AND EMORY CHILDREN'S CENTER INC ("ECC").
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons TRUSTEES Sara Brown, MUHTAR KENT AND JAVIER GOIZUETTA - Business relationship, Trustees Robert Goddard and Leah Ward Sears - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND REVIEWED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE 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 PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy EMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND OTHER DECISION MAKERS 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 BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICT 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 APPLICABLE 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.
Form 990, Part VI, Line 15a Process to establish compensation of top management official EMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE 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.
Form 990, Part VI, Line 15b Process to establish compensation of other employees EMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE 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.
Form 990, Part VI, Line 19 Required documents available to the public EMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances ADJUSTMENT TO ANNUITIES PAYABLE - 715963; CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - -XXX-XX-XXXX; ADJUSTMENT TO PERPETUAL FUND INCOME - XXX-XX-XXXX; Gain on Defeasement - 4277441; Pension & Post Retirement Benefit Plan Adj - -20353000; TRANSFER OF NET ASSETS TO CONSOLIDATED AFFILIATES - XXX-XX-XXXX; GAAP ADJUSTMENTS - -1573875;
Schedule J, Part I, Line 7 Non-fixed payments PERFORMANCE BONUSES WERE PAID TO CERTAIN EXECUTIVES DURING THE YEAR Vince Dollard $15,000 Paul Marthers $10,000 Richard Mendola $10,000
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception Per his employment letter, Srinivas Pulavarti received $300,000 to make up for lost compensation at his former employment.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007697
Software Version: 2018v3.1
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA -36,753 2,690,063 EMORY UNIVER
 
(2) GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVE
ATLANTA,GA30322
26-1718943 		INVESTMENTS GA -1,839 224,127 EMORY UNIVER
 
(3) EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVE
ATLANTA,GA30322
27-1119602 		HEALTHCARE GA -3,657 498,111 EMORY UNIVER
 
(4) ROSE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
45-4889158 		INVESTMENTS GA -166,007 4,055,499 EMORY UNIVER
 
(5) EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		HEALTH CLAIMS GA 0 0 EMORY UNIVER
 
(6) EUEP LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		REAL ESTATE GA 1,817,497 53,413,536 EMORY UNIVER
 
(7) LOTUS ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(8) POPPY ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(9) ORCHID ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(10) MAGNOLIA ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(11) CLOVER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(12) LAVENDER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(13) JASMINE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(14) VIOLET ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		INVESTMENTS GA 0 0 EMORY UNIVER
 
(15) EAC SERVICES LLC
1551 SHOUP COURT
ATLANTA,GA30322
82-4732084 		EDUCATION GA 286,173 519,790 EMORY UNIVER
 
(16) EUMI LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		REAL ESTATE GA -58,720 8,034,484 EMORY UNIVER
 
(17) Emory International LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		Global GA 0 0 EMORY UNIVER
 
(18) Emory Global LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256 		Global GA 0 0 EMORY UNIVER
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVE

ATLANTA,GA30322
58-1537752 		MED MGMT GA 501(c)(3) 10 NA
 
Yes
 
(2)EMORY HEALTHCARE INC
201 DOWMAN DRIVE

ATLANTA,GA30322
58-2137993 		MED MGMT GA 501(c)(3) Type I NA
 
Yes
 
(3)THE EMORY CLINIC INC
1365 CLIFTON ROAD

ATLANTA,GA30322
58-2030692 		HEALTHCARE GA 501(c)(3) 10 NA
 
Yes
 
(4)EMORY MEDICAL LABORATORIES INC
1364 CLIFTON ROAD NE

ATLANTA,GA30322
01-0553460 		MD CARE PRACT GA 501(c)(3) 3 EMORY HEALTHCARE INC
 
Yes
 
(5)WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROAD

ATLANTA,GA30322
58-1529366 		HEALTHCARE GA 501(c)(3) 3 EMORY HEALTHCARE INC
 
Yes
 
(6)EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVE

ATLANTA,GA30322
58-2298500 		HEALTHCARE GA 501(c)(3) 10 EMORY HEALTHCARE INC
 
Yes
 
(7)EMORY INNOVATIONS INC
201 DOWMAN DRIVE

ATLANTA,GA30322
45-5372942 		RESEARCH GA 501(c)(3) Type I NA
 
Yes
 
(8)EMORYSAINT JOSEPH'S INC
1440 CLIFTON ROAD NE

ATLANTA,GA30322
45-2721833 		HEALTHCARE GA 501(c)(3) 4 EMORY HEALTHCARE INC
 
Yes
 
(9)SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE DUNWOODY RD

ATLANTA,GA30342
58-0566257 		HOSPITAL GA 501(c)(3) 3 EMORYST JOS
 
Yes
 
(10)DeKalb Regional Health System Inc
2701 N Decatur Rd

Decatur,GA30033
58-2034958 		MED MGMT GA 501(c)(3) Type I EMORY HEALTHCARE INC
 
Yes
 
(11)Decatur Health Resources Inc
2675 N Decatur Rd

Decatur,GA30033
58-2081599 		HEALTHCARE GA 501(c)(3) 3 DeKalb Regional Health System Inc
 
Yes
 
(12)DeKalb Medical Center Inc
2701 N Decatur Rd

Decatur,GA30033
58-1966795 		HEALTHCARE GA 501(c)(3) 3 DeKalb Regional Health System Inc
 
Yes
 
(13)DeKalb Medical Center Foundation Inc
2701 N Decatur Rd

Decatur,GA30033
58-1024605 		Fundraising GA 501(c)(3) Type I DeKalb Regional Health System Inc
 
Yes
 
(14)LUTHER C FISCHER FOUNDATION
550 PEACHTREE ST

ATLANTA,GA30308
58-1052508 		SUPPORTING ORG GA 501(c)(3) Type I NA
 
Yes
 
(15)EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE ST

ATLANTA,GA30308
58-6035386 		SUPPORT GA 501(c)(3) 10 NA
 
 
No
(16)Emory Childrens Pediatric Institute Inc
2015 UPPER GATE DRIVE NE

ATLANTA,GA30322
58-1692698 		SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(17)LETTIE PATE EVANS FOUNDATION INC
191 PEACHTREE ST NE STE 3540

ATLANTA,GA30303
23-7282939 		SUPPORTING ORG GA 501(c)(3) Type III-O NA
 
 
No
(18)M L SIMPSON FOUNDATION TRUST
1862 INDEPENDENCE SQUARE

ATLANTA,GA30338
58-6418299 		SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(19)ROBERT W WOODRUFF HEALTH SCIENCES CENTER
191 PEACHTREE ST NE STE 3540

ATLANTA,GA30303
58-2229271 		SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(20)EMORY UNIVERSITY POST-RETIREMENT BENEFIT
1599 CLIFTON ROAD NE

ATLANTA,GA30322
58-2087692 		VEBA GA 501(c)(9)   NA
 
 
No
(21)EMORY HEALTHCARE POST-RETIREMENT BENEFIT
1440 CLIFTON ROAD NE

ATLANTA,GA30322
90-0180674 		VEBA GA 501(c)(9)   EMORY HEALTHCARE INC
 
 
No
(22)EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NE

ATLANTA,GA30322
02-0689035 		DB PLAN GA 501(c)(9)   EMORY HEALTHCARE INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) ES REHABILITATION LLC

201 DOWMAN DRIVE
ATLANTA,GA30322
46-3808276 		HEALTHCARE GA EMORY HEALTH
  		Excluded 3,180,394 10,070,867   No     No 51 %
(2) THL CREDIT DIRECT LENDING COIN

100 FEDERAL ST 31ST FLOOR
BOSTON,MA02110
32-0510874 		INVESTMENTS DE THL CREDIT DIR
  		N/A 460,784 20,061,961   No -4,426   No 100 %
(3) Segra Resource Onshore Partners LP

1845 Woodall Rodgers Fwy
Dallas,TX75201
35-2583377 		INVESTMENTS DE Segra Global Management LLC
  		N/A 0 0   No     No 62 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CLIFTON CASUALTY INSURANCE COMPANY LTD

PO BOX 1159
878 WEST BAY RD
  GRAND CAYMAN  
CJ
84-0825711 		CAPTIVE INSURANCE CJ EMORY HEALTH
  		C Corporation -19,394,202 224,273,233 100 % Yes  
(2) NORTHLAKE REGIONAL PHYSICIANS CENTER

2850 PACES FERRY ROAD SUITE 1140
ATLANTA,GA30339
58-1850529 		MEDICAL BLDG GA NA
  		C Corporation 96,498 280,441 96 % Yes  
(3) CHARITABLE REMAINDER TRUSTS (41)

201 DOWMAN DRIVE
ATLANTA,GA30322
 CHARITABLE TR GA NA
  		Trust          
(4) POOLED INCOME FUND (1)

201 DOWMAN DRIVE
ATLANTA,GA30322
 INCOME FUND GA NA
  		Trust          
(5) Madison Avenue Offshore Fund LTD

PO Box 309
Ugland House
  GRAND CAYMANKY11104
CJ
INVESTMENTS CJ Madison Avenue Partners LP
  		C Corporation -166,430 17,333,570 53 % Yes  
(6) DRHS Ventures Inc

2701 N Decatur Rd
Decatur,GA30030
20-1864828 		Joint Venture GA Emory Health
  		C Corporation 69,310 208,803 100 % Yes  


Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Saint Joseph's Hospital of Atlanta Inc

 B 18,904,249 FMV
(2) EmorySaint Joseph's Inc

 B 11,366,229 FMV
(3) Dekalb Medical Center Inc

 S 4,500 FMV
(4) The Emory Clinic Inc

 S 11,488,885 FMV
(5) Emory Healthcare Inc

 S 100,230,283 FMV
(6) Emory Children's Center Inc

 R 553,157 FMV
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part V SCHEDULE R, PART V ALL TRANSFERS TO AND FROM EMORY UNIVERSITY AND RELATED ORGANIZATIONS WERE CASH TRANSACTIONS AND THEREFORE THE METHOD USED FOR DETERMINING THE AMOUNT INVOLVED WAS BASED ON U.S. DOLLARS.
Schedule R (Form 990) 2018

Additional Data


Software ID: 18007697
Software Version: 2018v3.1