TY 2023 Form 990

- TIN:

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)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
UNIVERSITY OF SOUTHERN CALIFORNIA

% CASANDRA PORTER COMPTROLLER

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
UNIVERSITY GARDENS UGB203

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA900898003

D Employer identification number

95-1642394

E Telephone number

G Gross receipts $ 5,579,230,366

F Name and address of principal officer:
Dr Carol L Folt
UNIVERSITY GARDENS UGB203
LOS ANGELES,CA900898003

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

HTTP://WWW.USC.EDU

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 1895

M State of legal domicile: CA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	37
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	35
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	45,873
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	24,117,612
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	1,255,720

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,038,579,958	1,338,148,373
9	Program service revenue (Part VIII, line 2g) .........	3,830,588,040	3,994,415,350
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	248,405,583	239,550,677
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,746,657	3,186,615
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,119,320,238	5,575,301,015
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	775,730,369	1,016,479,601
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)	2,731,185,260	2,958,673,391
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	45,000	0
b	Total fundraising expenses (Part IX, column (D), line 25) 91,464,618
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,569,520,646	1,562,621,936
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,076,481,275	5,537,774,928
19	Revenue less expenses. Subtract line 18 from line 12.......	42,838,963	37,526,087
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	13,778,469,076	15,054,111,883
21	Total liabilities (Part X, line 26).............	4,208,324,515	4,801,343,782
22	Net assets or fund balances. Subtract line 21 from line 20.....	9,570,144,561	10,252,768,101

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2023)

Form 990 (2023)

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..............

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

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 $ 3,869,800,373 including grants of $ 1,016,479,601 ) (Revenue $ 3,106,452,183 )
	INSTRUCTION AND RESEARCH: APPROXIMATELY 21,000 STUDENTS IN UNDERGRADUATE CLASSES: APPROXIMATELY 26,000 STUDENTS IN GRADUATE AND PROFESSIONAL CLASSES: 5,440 BACHELOR DEGREES CONFERRED AND 14,105 ADVANCED DEGREES CONFERRED IN 2023-2024. THE MAJOR RESEARCH IS IN MEDICINE, ENGINEERING AND THE SCIENCES. THE INSTITUTION HAS 563 CONTRACTS/GRANTS AWARDED BY THE FEDERAL GOVERNMENT AND 324 AWARDED IN 2023-2024 BY PRIVATE CORPORATIONS, FOUNDATIONS, OTHER UNIVERSITIES, OR STATE AND LOCAL GOVERNMENTS FOR BASIC RESEARCH.

4b	(Code: ) (Expenses $ 507,982,099 including grants of $ ) (Revenue $ 568,026,360 )
	HEALTH CARE SERVICES: THE DOCTORS OF USC ARE MORE THAN 600 PHYSICIANS AND SPECIALISTS WHO ARE FULL-TIME FACULTY MEMBERS OF THE KECK SCHOOL OF MEDICINE OF USC. USC PHYSICIANS PRACTICE AT KECK HOSPITAL OF USC, USC NORRIS CANCER HOSPITAL, USC VERDUGO HILLS HOSPITAL, USC ARCADIA HOSPITAL, DOHENY EYE INSTITUTE, HEALTH CARE CENTERS ON THE HEALTH SCIENCES CAMPUS AND IN DOWNTOWN LOS ANGELES, AND AT LOS ANGELES COUNTY & USC MEDICAL CENTER AND CHILDRENS HOSPITAL LOS ANGELES.

4c	(Code: ) (Expenses $ 343,813,986 including grants of $ ) (Revenue $ 319,936,809 )
	AUXILIARY ENTERPRISES: APPROXIMATELY 47,000 STUDENTS AND 31,000 FACULTY AND STAFF ARE SERVED BY THE BOOKSTORE, DINING SERVICES, HOUSING, PARKING FACILITIES AND OTHER SERVICES THAT SUPPORT EDUCATIONAL ACTIVITIES.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses4,721,596,458

Form 990 (2023)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...

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 Click to see attachment

List of Attached Documents:

// Content

.............

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 II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

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 Click to see attachment

List of Attached Documents:

// Content

.........................

Yes

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 Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Yes

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 Click to see attachment

List of Attached Documents:

// Content

..............

Yes

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 V Click to see attachment

List of Attached Documents:

// Content

......

Yes

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.

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

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

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

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E Click to see attachment

List of Attached Documents:

// Content

Yes

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Yes

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

List of Attached Documents:

// Content

14b

Yes

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

List of Attached Documents:

// Content

Yes

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... Click to see attachment

List of Attached Documents:

// Content

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

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

// Content

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment

List of Attached Documents:

// Content

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

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

List of Attached Documents:

// Content

Yes

Form 990 (2023)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

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

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

// Content

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...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

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 .... Click to see attachment

List of Attached Documents:

// Content

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I....................... Click to see attachment

List of Attached Documents:

// Content

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

List of Attached Documents:

// Content

...........

Yes

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

List of Attached Documents:

// Content

.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

List of Attached Documents:

// Content

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

List of Attached Documents:

// Content

28b

Yes

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment

List of Attached Documents:

// Content

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

// Content

Yes

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

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

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

List of Attached Documents:

// Content

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

List of Attached Documents:

// Content

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 Click to see attachment

List of Attached Documents:

// Content

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

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

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

65,186

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2023)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

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 ..................

45,873

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

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)? ..

Yes

If "Yes," enter the name of the foreign country: SP , FR , HK , CH , MX , TW , KS
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

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? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

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? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

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? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

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

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

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

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 the instructions and file Form 4720, Schedule N.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2023)

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

Enter the number of voting members of the governing body at the end of the tax year

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.

Enter the number of voting members included in line 1a, above, who are independent

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? .................

Yes

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

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? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

Yes

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

Yes

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

Describe on 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

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on 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

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

List the states with which a copy of this Form 990 is required to be filed

CA , OK , WA

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, address, and telephone number of the person who possesses the organization's books and records:
CASANDRA PORTER COMPTROLLERUNIV GARDENS UGB203 LOS ANGELES,CA90089 (213) 821-1900

Form 990 (2023)

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.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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.

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.

See the instructions for the order in which to list the persons above.

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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) LINCOLN RILEY...................................................................... HEAD FOOTBALL COACH	50.0 ................. 0.0				X		11,458,647	0	78,913
(2) CAROL L FOLT...................................................................... PRESIDENT/TRUSTEE	50.0 ................. 2.25	X	X				4,004,857	0	976,418
(3) ANDY ENFIELD...................................................................... MEN'S HEAD BASKETBALL COACH	50.0 ................. 0.0				X		4,267,118	0	423,989
(4) CHARLES HELTON...................................................................... SEE SCHEDULE O FOR TITLE	0.0 ................. 0.0					X	4,250,000	0	0
(5) LOUIS VANDERMOLEN MD...................................................................... PROFESSOR OF CLINICAL MEDICINE	50.0 ................. 0.0				X		3,876,581	0	155,243
(6) VAUGHN STARNES MD...................................................................... CHAIR & DIST PROG SURGERY	50.0 ................. 0.0				X		3,810,717	0	79,063
(7) STEVEN D SHAPIRO MD...................................................................... SVP, HEALTH AFFAIRS	50.0 ................. 8.0		X				3,022,882	0	294,862
(8) JENNIFER COHEN...................................................................... DIR ATHLETICS (AS OF 8/22/23)	50.0 ................. 0.0				X		3,001,135	0	94,073
(9) ROD HANNERS...................................................................... CEO KECK MEDICINE OF USC	50.0 ................. 7.5			X			2,288,159	0	59,481
(10) AMY DIAMOND...................................................................... CHIEF INVESTMENT OFFICER	50.0 ................. 0.0			X			1,617,999	0	357,903
(11) CAROLYN MELTZER MD...................................................................... SEE SCHEDULE O FOR TITLE	50.0 ................. 4.5			X			1,608,522	0	50,764
(12) FELICIA A WASHINGTON...................................................................... SVP, HUMAN RESOURCES	50.0 ................. 0.0		X				1,457,056	0	68,258
(13) BEONG-SOO KIM...................................................................... SVP & GENERAL COUNSEL	50.0 ................. 8.0		X				1,270,799	0	239,341
(14) ERIK BRINK...................................................................... SEE SCHEDULE O FOR TITLE	50.0 ................. 8.0		X				1,302,529	0	146,400
(15) GEOFFREY GARRETT...................................................................... DEAN, MARSHALL SCHOOL OF BUS.	50.0 ................. 0.0			X			1,215,875	0	65,375
(16) CHARLES F ZUKOSKI...................................................................... SEE SCHEDULE O FOR TITLE	50.0 ................. 2.25					X	1,120,070	0	71,989
(17) ANDREW T GUZMAN...................................................................... SEE SCHEDULE O FOR TITLE	50.0 ................. 0.0		X				967,454	0	146,376

Form 990 (2023)

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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) ISHWAR K PURI........................................................................ SVP, RESEARCH & INNOVATION	50.0 .......................0.25		X			1,003,519	0	53,797
(19) SCOTT RABENOLD........................................................................ SVP, UNIVERSITY ADVANCEMENT	50.0 .......................0.0		X			965,493	0	71,499
(20) LAURA MOSQUEDA MD........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.5				X	917,736	0	57,745
(21) DAVID W WRIGHT........................................................................ SVP, ADMINISTRATION	50.0 .......................0.0		X			832,660	0	66,040
(22) CHRYSOSTOMOS L NIKIAS........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	847,028	0	37,558
(23) ELIZABETH GRADDY........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	752,609	0	53,994
(24) AMBER MILLER........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0			X		725,364	0	67,037
(25) SAMUEL GARRISON........................................................................ SVP, UNIVERSITY RELATIONS	50.0 .......................0.0		X			671,078	0	83,481
(26) MICHAEL QUICK........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	673,260	0	45,192
(27) TRACEY VRANICH........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	637,121	0	64,729
(28) YANNIS C YORTSOS........................................................................ DEAN, VITERBI SCHOOL OF ENG.	50.0 .......................0.25			X		621,776	0	72,899
(29) JAMES M STATEN........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................10.75				X	604,125	0	54,317
(30) CAROLYN DOMEN-BROSHEARS........................................................................ SECRETARY OF THE UNIVERSITY	50.0 .......................6.25		X			460,242	0	74,242
(31) JOEL CURRAN........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0		X			427,530	0	102,822
(32) GLENN OSAKI........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	401,341	0	112,203
(33) NARSING RAO MD........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	414,221	0	67,160
(34) KYLE HENLEY........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	209,072	0	31,659
(35) GARETH JAMES........................................................................ SEE SCHEDULE O FOR TITLE	50.0 .......................0.0				X	210,489	0	24,311
(36) JOHN M IINO........................................................................ See Schedule O for title	50.0 .......................0.0	X				20,788	0	249
(37) SUZANNE NORA JOHNSON........................................................................ TRUSTEE, CHAIR	2.0 .......................0.0	X	X			0	0	0
(38) STEPHANIE A ARGYROS........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(39) MARC R BENIOFF........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(40) CORII D BERG........................................................................ TRUSTEE (UNTIL 3/12/24)	2.0 .......................0.0	X				0	0	0
(41) ROBERT D BEYER........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(42) DAVID C BOHNETT........................................................................ TRUSTEE, VICE CHAIR	2.0 .......................0.0	X	X			0	0	0
(43) ROBERT A BRADWAY........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(44) RICK J CARUSO........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(45) DAVID H DORNSIFE........................................................................ TRUSTEE (UNTIL 6/5/24)	2.0 .......................0.0	X				0	0	0
(46) MICHELE DEDEAUX ENGEMANN........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(47) MICHAEL A FELIX........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(48) STAYCE D HARRIS........................................................................ TRUSTEE (AS OF 10/11/23)	2.0 .......................0.0	X				0	0	0
(49) STEPHEN M KECK........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(50) KENNETH R KLEIN........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(51) JAIME L LEE........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(52) KATHY LEVENTHAL........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(53) WILLIAM J MCMORROW........................................................................ TRUSTEE (UNTIL 6/5/2024)	2.0 .......................0.0	X				0	0	0
(54) JOHN MORK........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(55) OSCAR MUNOZ........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(56) ROD Y NAKAMOTO........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(57) CARMEN NAVA........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(58) SHELLY L NEMIROVSKY........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(59) DOMINIC NG........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(60) PATRICIA REON ROSKI........................................................................ TRUSTEE (AS OF 10/11/23)	2.0 .......................0.0	X				0	0	0
(61) AMY A ROSS PHD........................................................................ TRUSTEE	2.0 .......................5.0	X				0	0	0
(62) FREDERICK J RYAN JR........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(63) LEONARD D SCHAEFFER........................................................................ TRUSTEE	2.0 .......................2.0	X				0	0	0
(64) WILLIAM E B SIART........................................................................ TRUSTEE	2.0 .......................2.0	X				0	0	0
(65) JEFFREY H SMULYAN........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(66) HELIANE M STEDEN........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(67) MARK A STEVENS........................................................................ TRUSTEE (AS OF 6/5/2024)	2.0 .......................0.0	X				0	0	0
(68) RONALD D SUGAR........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(69) TRACY M SYKES........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(70) DANIEL M TSAI........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(71) ALIA S TUTOR........................................................................ TRUSTEE (AS OF 6/5/2024)	2.0 .......................0.0	X				0	0	0
(72) JOSEPH B UCUZOGLU........................................................................ TRUSTEE (AS OF 6/5/2024)	2.0 .......................0.0	X				0	0	0
(73) WENXUE WANG........................................................................ TRUSTEE	2.0 .......................0.0	X				0	0	0
(74) NADINE WATT........................................................................ TRUSTEE (AS OF 6/5/2024)	2.0 .......................0.0	X				0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	57,255,887	0	3,799,599

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 9,293

Yes

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 ..............

Yes

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...........................

Yes

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 ........

Section B. Independent Contractors

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
THE TURNER CORPORATION, 66 HUDSON BLVD EAST NEW YORK,NY10001	CONSTRUCTION SVCS	71,738,259
2U INC, 1150 S OLIVE STREET SUITE 2050 LOS ANGELES,CA90015	ONLINE EDUCATION SVC	49,958,959
MATT CONSTRUCTION, 9814 NORWALK BOULEVARD SUITE 100 SANTA FE SPRINGS,CA90670	CONSTRUCTION SVCS	23,076,235
SMITHGROUP INC, 550 S HOPE ST 1950 LOS ANGELES,CA90071	ENGI/ARCHIT SERVICES	22,939,192
DELOITTE CONSULTING LLP, 4022 SELLS DRIVE HERMITAGE,TN37076	CONSULTING SERVICES	18,648,619
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 943

Form 990 (2023)

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

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	762,990
d	Related organizations		1d
e	Government grants (contributions)		1e	630,054,113

f	All other contributions, gifts, grants, and similar amounts not included above		1f	707,331,270

g	Noncash contributions included in lines 1a - 1f:$		1g	48,038,084

h Total. Add lines 1a-1f.......		1,338,148,373

		Business Code
2a	TUITION & FEES	900099	2,549,424,038	2,549,424,038
b	NET PATIENT SERVICE REVENUE	900099	430,125,689	430,125,689
c	AUXILIARY ENTERPRISES	900099	319,936,808	309,132,647	10,804,161
d	RECOVERY OF INDIRECT COST	900099	223,199,645	223,199,645
e	PROFESSIONAL SERVICES AGREEMENT	900099	137,900,670	137,900,670
f	All other program service revenue.		333,828,500	333,007,798	820,702
g	Total. Add lines 2a–2f .....		3,994,415,350

3 Investment income (including dividends, interest, and othersimilar amounts) ......			93,387,101		7,766,513	85,620,588
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			3,947,456			3,947,456
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	148,971,102	-2,807,526
b	Less: cost or other basis and sales expenses	7b	0	0
c	Gain or (loss)	7c	148,971,102	-2,807,526
d	Net gain or (loss).........			146,163,576		4,726,236	141,437,340
8a	Gross income from fundraising events (not including $ 762,990of contributions reported on line 1c). See Part IV, line 18 ....
			8a	3,168,510
b	Less: direct expenses ...		8b	3,929,351
c	Net income or (loss) from fundraising events..			-760,841			-760,841
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			5,575,301,015	3,982,790,487	24,117,612	230,244,543

Form 990 (2023)

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 ....	174,182,717	174,182,717
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	826,812,297	826,812,297
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	15,484,587	15,484,587
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	26,814,147	10,608,829	14,032,124	2,173,194
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	5,923,975	3,914,729	1,107,348	901,898
7	Other salaries and wages........	2,386,558,059	2,078,608,240	254,257,357	53,692,462
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	240,472,986	208,149,419	26,722,942	5,600,625
9	Other employee benefits .......	99,752,585	87,314,930	10,536,463	1,901,192
10	Payroll taxes ...........	199,151,639	172,382,347	22,131,042	4,638,250
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	36,452,191		36,452,191
c	Accounting ...........	3,692,394		3,692,394
d	Lobbying ...........	561,106	561,106
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	15,180,430		15,180,430
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	126,427,933	86,182,421	37,765,939	2,479,573
12	Advertising and promotion ....	22,191,167	15,127,104	6,628,838	435,225
13	Office expenses .......	121,205,014	33,097,525	72,856,957	15,250,532
14	Information technology ......	159,608,116	108,800,433	47,677,362	3,130,321
15	Royalties ..	97,959,915	97,959,915
16	Occupancy ...........	42,462,180	28,945,292	12,684,097	832,791
17	Travel ............	86,076,716	79,150,217	5,383,330	1,543,169
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	107,333,064	87,444,265	19,888,799
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	225,414,506	204,510,340	19,046,288	1,857,878
23	Insurance ...	104,096,195		104,096,195
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	COST OF GOODS SOLD	158,163,298	158,163,298
b	UNIVERSITY SERVICES	110,212,522	110,212,522
c	RESEARCH EXPENSES	100,726,403	100,726,403
d	EVENT EXPENSES	44,858,786	33,257,522	14,573,756	-2,972,492
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	5,537,774,928	4,721,596,458	724,713,852	91,464,618
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 if following SOP 98-2 (ASC 958-720).

Form 990 (2023)

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

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			336,411,175	2	705,450,077
3	Pledges and grants receivable, net ......			334,605,637	3	504,514,230
4	Accounts receivable, net .............			603,790,499	4	821,475,374
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				15,726,497	5	16,327,543
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			15,492,551	7	8,854,377
8	Inventories for sale or use ............			36,631,131	8	38,644,584
9	Prepaid expenses and deferred charges ......			285,426,233	9	248,727,778
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	7,253,999,697
b	Less: accumulated depreciation	10b	3,389,852,962	3,684,996,625	10c	3,864,146,735
11	Investments—publicly traded securities .			2,842,836,502	11	2,493,177,025
12	Investments—other securities. See Part IV, line 11 .....			4,733,137,145	12	5,375,108,839
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			889,415,081	15	977,685,321
16	Total assets. Add lines 1 through 15 (must equal line 33)...			13,778,469,076	16	15,054,111,883

17	Accounts payable and accrued expenses .....	741,027,809	17	753,631,545
18	Grants payable ...	0	18	0
19	Deferred revenue .........	361,473,191	19	403,647,181
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	2,441,983,386	23	2,940,522,711
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
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	663,840,129	25	703,542,345
26	Total liabilities. Add lines 17 through 25..	4,208,324,515	26	4,801,343,782

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	3,455,165,295	27	3,478,822,757
28	Net assets with donor restrictions ...........	6,114,979,266	28	6,773,945,344
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	9,570,144,561	32	10,252,768,101
33	Total liabilities and net assets/fund balances ........	13,778,469,076	33	15,054,111,883

Form 990 (2023)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

5,575,301,015

Total expenses (must equal Part IX, column (A), line 25) ............

5,537,774,928

Revenue less expenses. Subtract line 2 from line 1 ..............

37,526,087

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

9,570,144,561

Net unrealized gains (losses) on investments ...............

625,126,858

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

19,970,595

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

10,252,768,101

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

Yes

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.

Yes

Form 990 (2023)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

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 instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	970,414,924	1,029,523,653	1,011,581,561	1,038,579,958	1,338,148,373	5,388,248,469
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	970,414,924	1,029,523,653	1,011,581,561	1,038,579,958	1,338,148,373	5,388,248,469
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						6,262,671
6	Public support. Subtract line 5 from line 4.						5,381,985,798

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	970,414,924	1,029,523,653	1,011,581,561	1,038,579,958	1,338,148,373	5,388,248,469
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	73,734,409	52,155,633	32,058,784	84,358,933	97,334,557	339,642,316
9	Net income from unrelated business activities, whether or not the business is regularly carried on..					1,255,720	1,255,720
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	41,726	69,050	85,250	2,103,888	3,168,510	5,468,424
11	Total support. Add lines 7 through 10						5,734,614,929

Gross receipts from related activities, etc. (see instructions) ..................

20,003,209,933

First 5 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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

93.851 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

93.002 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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
PART II, LINE 10:	OTHER INCOME REPRESENTS GROSS INCOME FROM FUNDRAISING EVENTS.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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
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Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
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Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
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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
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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

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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.

Cat. No. 50084S

Schedule C (Form 990) 2022

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 right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

683,623

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Yes

Other activities? ...................................................................................................................

Yes

60,984

Total. Add lines 1c through 1i ....................................................................................................

744,607

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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
PART II-B, LINE 1(G)-(I):	THE UNIVERSITY OF SOUTHERN CALIFORNIA'S LOBBYING EFFORTS INCLUDE, THROUGH THE USE OF PAID STAFF AND OUTSIDE LOBBYING FIRMS, ADVOCACY FOR INCREASED FUNDING FOR STUDENT AID AND BASIC RESEARCH PROGRAMS AND EFFORTS TO GENERALLY FURTHER THE UNIVERSITY'S MISSION OF EDUCATION AND RESEARCH AT THE LOCAL, STATE AND FEDERAL LEVEL. THE UNIVERSITY ALSO PAYS DUES TO MEMBER ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. AMOUNTS ASSOCIATED WITH MEMBER DUES ARE NOT REPORTED IN PART II-B.

Return Reference

Explanation

PART II-B, LINE 1(G)-(I):

THE UNIVERSITY OF SOUTHERN CALIFORNIA'S LOBBYING EFFORTS INCLUDE, THROUGH THE USE OF PAID STAFF AND OUTSIDE LOBBYING FIRMS, ADVOCACY FOR INCREASED FUNDING FOR STUDENT AID AND BASIC RESEARCH PROGRAMS AND EFFORTS TO GENERALLY FURTHER THE UNIVERSITY'S MISSION OF EDUCATION AND RESEARCH AT THE LOCAL, STATE AND FEDERAL LEVEL. THE UNIVERSITY ALSO PAYS DUES TO MEMBER ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. AMOUNTS ASSOCIATED WITH MEMBER DUES ARE NOT REPORTED IN PART II-B.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

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
1	Total number at end of year .........	10
2	Aggregate value of contributions to (during year)	-8,345,691
3	Aggregate value of grants from (during year)	17,752,438
4	Aggregate value at end of year ........	-53,026,852

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

$ 29,144,752

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other EDUCATION

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c	25,062,066
d	Additions during the year ............................	1d	2,579,100
e	Distributions during the year ..........................	1e	-1,258,194
f	Ending balance ................................	1f	28,899,360

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	7,533,995,740	7,112,497,110	7,517,878,238	5,400,108,641	5,476,423,715
b	Contributions ...	163,841,627	177,331,473	170,484,066	155,477,007	107,632,490
c	Net investment earnings, gains, and losses	711,336,977	619,091,278	-275,090,857	2,221,283,012	63,728,992
d	Grants or scholarships ...	79,811,666	79,166,888	55,700,687	53,482,200	51,656,854
e	Other expenditures for facilities and programs ...	283,173,920	281,173,815	232,597,741	194,880,267	185,939,043
f	Administrative expenses ....	16,049,898	14,583,418	12,475,909	10,627,955	10,080,659
g	End of year balance ......	8,030,138,860	7,533,995,740	7,112,497,110	7,517,878,238	5,400,108,641

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

26.000 %

Permanent endowment right arrow

74.000 %

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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 .....	224,202,285		224,202,285
b	Buildings ....	5,145,172,096	2,369,820,454	2,775,351,642
c	Leasehold improvements
d	Equipment ....	739,984,954	585,673,890	154,311,064
e	Other .....	1,144,640,362	434,358,618	710,281,744
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,864,146,735

Schedule D (Form 990) 2022

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.........
(2) Closely-held equity interests........
(3) Other (A) HEDGE FUND	2,541,051,493	F
(B) PRIVATE EQUITY	2,834,057,346	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	5,375,108,839

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.)

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)REAL ESTATE/OTHER INVESTMENTS				598,122,863
(2)ASSETS HELD BY OTHER TRUSTEES				112,306,511
(3)OPERATING LEASES				250,168,228
(4)OTHER ASSETS				17,087,719
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				977,685,321

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	0
ACTUARIAL LIAB ANNUITIES PAYABLE	66,359,853
FEDERAL STUDENT LOAN FUNDS	26,832,348
ASSET RETIREMENT OBLIGATIONS	164,694,504
CAPITAL LEASE OBLIGATIONS	258,444,805
OPERATIONAL LEASE OBLIGATIONS	176,364,850
OTHER LIABILITIES	10,845,985



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	703,542,345
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) 2022

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
PART III, LINE 4:	THE UNIVERSITY OF SOUTHERN CALIFORNIA RETAINS MULTIPLE COLLECTIONS OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS SUCH AS BOOKS, SCRIPTS, FILMS AND PHOTOGRAPHY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION, RESEARCH AND PUBLIC EXHIBITION PURPOSES.
PART IV, LINE 1B:	THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY SPONSORED AND/OR AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS.
PART V, LINE 4:	THE INTENT OF THE UNIVERSITY'S ENDOWMENT FUNDS IS TO GENERATE THE REVENUES NECESSARY TO SUPPORT THE UNIVERSITY'S EXEMPT PURPOSES, INCLUDING EDUCATION, RESEARCH AND SCHOLARSHIPS.
PART X, LINE 2:	THE UNIVERSITY OF SOUTHERN CALIFORNIA DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990)

Department of the Treasury
Internal Revenue Service

Schools

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 the latest information.

OMB No. 1545-0047 2023Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Part I

YES

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? . . . . . . . . . . . . . . . . . .

Yes

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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at

all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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. . . . . . . . . . . . . . . . . . .

Does the organization maintain the following?

Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .

Yes

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .

Yes

If you answered "No" to any of the above, please explain. If you need more space, use Part II.

Does the organization discriminate by race in any way with respect to:

Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .

Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .

Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.

Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .

Yes

Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .

If you answered "Yes" to either line 6a or line 6b, explain on Part II.

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, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50085D

Schedule E (Form 990) (2023)

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

EXPLANATION FOR LINE 3:

NON-DISCRIMINATION POLICY THE UNIVERSITY MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THE UNIVERSITY OF SOUTHERN CALIFORNIA IS AN EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR. PROUDLY PLURALISTIC AND FIRMLY COMMITTED TO PROVIDING EQUAL OPPORTUNITY FOR OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED AND BACKGROUND, THE UNIVERSITY STRIVES TO BUILD A COMMUNITY IN WHICH EACH PERSON RESPECTS THE RIGHTS OF OTHER PEOPLE TO LIVE, WORK AND LEARN IN PEACE AND DIGNITY, TO BE PROUD OF WHO AND WHAT THEY ARE, AND TO HAVE EQUAL OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL AS INDIVIDUALS AND MEMBERS OF SOCIETY. TO THIS END, THE UNIVERSITY PLACES GREAT EMPHASIS ON THOSE VALUES AND VIRTUES THAT BIND US TOGETHER AS HUMAN BEINGS AND MEMBERS OF THE TROJAN FAMILY. THE UNIVERSITY ENTHUSIASTICALLY SUPPORTS THIS POLICY IN ITS ENTIRETY, AND EXPECTS THAT EVERY PERSON ASSOCIATED WITH THE UNIVERSITY WILL GIVE CONTINUING SUPPORT TO ITS IMPLEMENTATION. THE UNIVERSITY IS COMMITTED TO COMPLYING WITH ALL APPLICABLE LAWS AND GOVERNMENTAL REGULATIONS AT EVERY LEVEL OF GOVERNMENT WHICH PROHIBIT DISCRIMINATION AGAINST, OR WHICH MANDATE THAT SPECIAL CONSIDERATION BE GIVEN TO STUDENTS AND APPLICANTS FOR ADMISSION, OR FACULTY, STAFF AND APPLICANTS FOR EMPLOYMENT ON THE BASIS OF ANY PROTECTED CATEGORY, INCLUDING RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGION, GENDER, SEXUAL ORIENTATION, AGE, PHYSICAL DISABILITY, MENTAL DISABILITY, MARITAL STATUS, VETERAN STATUS, GENETIC INFORMATION, OR ANY OTHER CHARACTERISTIC WHICH MAY FROM TIME TO TIME BE SPECIFIED IN SUCH LAWS AND REGULATIONS. GENDER INCLUDES BOTH THE ACTUAL SEX OF AN INDIVIDUAL AND THAT PERSON'S GENDER IDENTITY, APPEARANCE OR BEHAVIOR, WHETHER OR NOT THAT IDENTITY, APPEARANCE OR BEHAVIOR IS TRADITIONALLY ASSOCIATED WITH THAT PERSON'S SEX AT BIRTH. THIS POLICY APPLIES TO ALL OF THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES INCLUDING ADMISSIONS, AND ALL PERSONNEL ACTIVITIES INCLUDING BUT NOT LIMITED TO RECRUITING, HIRING, PROMOTION, DEMOTION, COMPENSATION, BENEFITS, TRANSFERS, LAYOFFS, RETURN FROM LAYOFF, PROVISION OF LEAVES, TRAINING, EDUCATION, TUITION ASSISTANCE AND OTHER PROGRAMS. IN ADDITION, AN OTHERWISE QUALIFIED INDIVIDUAL MUST NOT BE DISCRIMINATED AGAINST IN, OR EXCLUDED FROM, ADMISSIONS, PARTICIPATION IN EDUCATIONAL PROGRAMS AND ACTIVITIES, OR EMPLOYMENT SOLELY DUE TO HIS OR HER DISABILITY. THE UNIVERSITY SEEKS COMPLIANCE WITH ALL STATUTES PROHIBITING DISCRIMINATION IN EDUCATION, INCLUDING TITLE VI AND TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, SECTION 504 OF THE REHABILITATION ACT OF 1973, THE AGE DISCRIMINATION ACT OF 1975, AND THE AMERICANS WITH DISABILITIES ACT OF 1990 WHICH RESPECTIVELY PROHIBIT DISCRIMINATION. THIS GOOD FAITH EFFORT TO COMPLY IS MADE EVEN WHEN SUCH LAWS AND REGULATIONS CONFLICT WITH EACH OTHER. THE UNIVERSITY WILL MAKE REASONABLE ACCOMMODATIONS FOR QUALIFIED INDIVIDUALS WITH KNOWN DISABILITIES UNLESS DOING SO WOULD RESULT IN UNDUE HARDSHIP. IN GENERAL, THE UNIVERSITY DOES NOT SOLICIT OUTSIDE OF ITS WEBSITE AND ADMISSIONS MATERIALS. THE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ON THE UNIVERSITY'S WEBSITE, IN THE FACULTY HANDBOOK, IN SCAMPUS (THE STUDENT HANDBOOK), AND ALSO IN THE UNIVERSITY COURSE CATALOGUE. IN ADDITION, IT IS COMMUNICATED TO ALL STUDENTS DURING ORIENTATION, TO ALL NEW EMPLOYEES WITHIN 60 DAYS OF HIRE, AND TO ALL EMPLOYEES EVERY 2 YEARS AS PART OF THE UNIVERSITY'S HARASSMENT AND DISCRIMINATION PREVENTION TRAINING.

EXPLANATION FOR LINE 6A:

THE UNIVERSITY OF SOUTHERN CALIFORNIA RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION.

Schedule E (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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 the region	(d) Activities conducted in region (by type) (such as, 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 the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	4	Program Services	INSTRUCT,EXCUR,TRAVEL	186,219
	East Asia and the Pacific	0	27	Program Services	INSTRUCT,EXCUR,TRAVEL	963,456
	Europe (Including Iceland and Greenland)	0	96	Program Services	INSTRUCT,EXCUR,TRAVEL	3,312,051
	Middle East and North Africa	0	11	Program Services	INSTRUCT,EXCUR,TRAVEL	163,954
	North America	0	49	Program Services	INSTRUCT,EXCUR,TRAVEL	222,046
	Russia and Neighboring States	0	1	Program Services	INSTRUCT,EXCUR,TRAVEL	69,141
	South America	0	8	Program Services	INSTRUCT,EXCUR,TRAVEL	218,007
	South Asia	0	3	Program Services	INSTRUCT,EXCUR,TRAVEL	74,448
	Sub-Saharan Africa	0	11	Program Services	INSTRUCT,EXCUR,TRAVEL	103,541
	Central America and the Caribbean	0	3	Program Services	RESEARCH	11,824
	East Asia and the Pacific	0	1	Program Services	RESEARCH	128,886
	Europe (Including Iceland and Greenland)	0	12	Program Services	RESEARCH	267,656
	Middle East and North Africa	0	0	Program Services	RESEARCH	129,788
	North America	0	4	Program Services	RESEARCH	52,573
	Russia and Neighboring States	0	0	Program Services	RESEARCH	5,580
	South America	0	1	Program Services	RESEARCH	15,700
	South Asia	0	0	Program Services	RESEARCH	87,337
	Sub-Saharan Africa	0	1	Program Services	RESEARCH	94,504
	Central America and the Caribbean	0	0	Program Services	STUDENT ABROAD	28,446
	East Asia and the Pacific	0	0	Program Services	STUDENT ABROAD	101,838
	Europe (Including Iceland and Greenland)	0	0	Program Services	STUDENT ABROAD	228,224
	Middle East and North Africa	0	0	Program Services	STUDENT ABROAD	16,524
	North America	0	0	Program Services	STUDENT ABROAD	49,046
	Central America and the Caribbean	0	0	Program Services	STAFF ABROAD	88,460
	East Asia and the Pacific	0	0	Program Services	STAFF ABROAD	13,187
	Europe (Including Iceland and Greenland)	0	0	Program Services	STAFF ABROAD	176,208
	Middle East and North Africa	0	0	Program Services	STAFF ABROAD	16,515
	South Asia	0	0	Program Services	STAFF ABROAD	18,121
	East Asia and the Pacific	11	30	Program Services	RECRUITMENT	2,459,811
	Europe (Including Iceland and Greenland)	1	1	Program Services	RECRUITMENT	2,113,379
	Middle East and North Africa	0	0	Program Services	RECRUITMENT	3,347
	North America	1	1	Program Services	RECRUITMENT	196,266
	South America	1	1	Program Services	RECRUITMENT	268,373
	South Asia	3	2	Program Services	RECRUITMENT	181,906
	East Asia and the Pacific	0	53	Program Services	INTERNATIONAL EXPERIEN	2,482,033
	Europe (Including Iceland and Greenland)	0	7	Program Services	INTERNATIONAL EXPERIEN	532,704
	Middle East and North Africa	0	3	Program Services	INTERNATIONAL EXPERIEN	117,568
	North America	0	6	Program Services	INTERNATIONAL EXPERIEN	210,221
	East Asia and the Pacific	0	0	Grantmaking		4,209,105
	Europe (Including Iceland and Greenland)	0	0	Grantmaking		3,266,280
	Middle East and North Africa	0	0	Grantmaking		76,103
	North America	0	0	Grantmaking		5,177,444
	South America	0	0	Grantmaking		384,315
	South Asia	0	0	Grantmaking		561,106
	Sub-Saharan Africa	0	0	Grantmaking		1,810,233
	Central America and the Caribbean	0	0	Investments		805,462,455
	East Asia and the Pacific	0	0	Investments		6,296,025
	Europe (Including Iceland and Greenland)	0	0	Investments		100,596,589
3a	Sub-total ....	0	231			6,012,207
b	Total from continuation sheets to Part I ...	17	105			937,236,336
c	Totals (add lines 3a and 3b)	17	336			943,248,543

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement
East Asia and the Pacific	RESEARCH SUBAWARD	19,960	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	3,153,464	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	40,034	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	16,200	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	29,883	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	61,435	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	288,733	WIRE
East Asia and the Pacific	RESEARCH SUBAWARD	214,892	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	83,255	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	10,553	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	7,750	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	9,207	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	321,504	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	21,800	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	491,382	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	45,265	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	78,147	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	30,240	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	213,687	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	244,706	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	477,025	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	165,802	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	257,057	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	204,552	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	190,115	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	22,183	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	7,417	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	53,823	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	22,305	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	57,971	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	39,933	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	27,907	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	62,171	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	138,802	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	51,840	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	84,194	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	8,052	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	65,701	WIRE
Europe (Including Iceland and Greenland)	RESEARCH SUBAWARD	65,947	WIRE
Middle East and North Africa	RESEARCH SUBAWARD	76,103	WIRE
North America	RESEARCH SUBAWARD	5,611	WIRE
North America	RESEARCH SUBAWARD	340,250	WIRE
North America	RESEARCH SUBAWARD	10,210	WIRE
North America	RESEARCH SUBAWARD	164,950	WIRE
North America	RESEARCH SUBAWARD	118,355	WIRE
North America	RESEARCH SUBAWARD	14,575	WIRE
North America	RESEARCH SUBAWARD	33,524	WIRE
North America	RESEARCH SUBAWARD	104,794	WIRE
North America	RESEARCH SUBAWARD	3,410,135	WIRE
North America	RESEARCH SUBAWARD	259,658	WIRE
North America	RESEARCH SUBAWARD	52,200	WIRE
North America	RESEARCH SUBAWARD	39,685	WIRE
North America	RESEARCH SUBAWARD	20,069	WIRE
South America	RESEARCH SUBAWARD	43,200	WIRE
South America	RESEARCH SUBAWARD	71,000	WIRE
South America	RESEARCH SUBAWARD	138,240	WIRE
South America	RESEARCH SUBAWARD	94,066	WIRE
South Asia	RESEARCH SUBAWARD	32,761	WIRE
South Asia	RESEARCH SUBAWARD	131,644	WIRE
South Asia	RESEARCH SUBAWARD	396,701	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	85,312	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	99,981	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	41,250	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	36,069	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	607,355	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	498,253	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	245,717	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	212,672	WIRE
Sub-Saharan Africa	RESEARCH SUBAWARD	25,000	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 .......	69
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

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
PART I, LINE 2:	THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS SUBAWARDS FOR RESEARCH TO OTHER ORGANIZATIONS IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. EXPENDITURES RELATED TO RESEARCH GRANTS ARE CONTINUALLY MONITORED BY PRINCIPAL INVESTIGATORS ASSOCIATED WITH THAT AWARD.
PART I, LINE 3, COLUMN (F) AND PART II, LINE 1:	EXPENSES REPORTED IN SCHEDULE F, PART I, LINE 3, COLUMN (F) AND SCHEDULE F, PART II, LINE 1 ARE DERIVED FROM USC'S BOOKS AND RECORDS, WHICH ARE MAINTAINED ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

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.

AR, CA, CO, FL, GA, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NJ, NM, NY, NC, OH, OR, PA, SC, VT, VA, WV, WI

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

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.

		(a) Event #1 NAI GALA (event type)	(b) Event #2 Latino Alumni (event type)	(c) Other events 17 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	1,002,430	902,273	2,019,187	3,923,890
2	Less: Contributions . . . .	2,400	16,500	744,090	762,990
3	Gross income (line 1 minus line 2) . . . . . .	1,000,030	885,773	1,275,097	3,160,900

4	Cash prizes . . . . .	0	0	0	0
5	Noncash prizes . . . .	0	383	66,731	67,114
6	Rent/facility costs . . . .	209,265	453,629	689,101	1,351,995
7	Food and beverages . . .	123,823	137,497	783,080	1,044,400
8	Entertainment . . . .	4,340	26,341	339,952	370,633
9	Other direct expenses . . .	115,547	22,782	925,915	1,064,244
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				3,898,386
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-737,486

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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) 2023

Additional Data

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

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

2023

Open to Public
Inspection

Name of the organization
UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number
95-1642394

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) 24th STreet Theatre Company 1117 West 24th Street Los Angeles,CA90007	95-4607337	501(C)(3)	18,950	GENERAL SUPPORT
(2) 826LA 1714 Sunset Boulevard Los Angeles,CA90026	38-3722092	501(C)(3)	12,800	GENERAL SUPPORT
(3) Abington Neurological Associates Ltd 1151 Old York Road Suite 200 Abington,PA19001	23-2130597		123,795	SUBAWARD
(4) Abt Associates Inc 6130 Executive Blvd ROCKVILLE,MD20852	04-2347643		68,177	SUBAWARD
(5) Acomb Ostendorf & Associates LLC 906 Railroad Ave Winter Park,FL32789	27-0165102		493,544	SUBAWARD
(6) Advanced Clinical Research Network Corp 3940 W Flagler Street Coral Gables,FL33134	46-3108112		498,350	SUBAWARD
(7) Advanced Memory Research Institute of NJ PC 9 Mule Rd TOMS RIVER,NJ08755	46-3650049		170,415	SUBAWARD
(8) AIDS Healthcare Foundation 6255 Sunset Blvd Los Angeles,CA90028	95-4112121	501(C)(3)	159,104	SUBAWARD
(9) Albany Medical College 47 New Scotland Ave ALBANY,NY12208	14-1338310	501(C)(3)	15,570	SUBAWARD
(10) Altamed Health Services Corp 2040 Camfield Ave Los Angeles,CA90040	95-2810095	501(C)(3)	353,676	SUBAWARD
(11) Alzheimer's Greater Los Angeles 4221 Wilshire Blvd Los Angeles,CA90010	95-3718119	501(C)(3)	17,686	SUBAWARD
(12) Alzheimer's Research and Treatment Center 2767 S State Rd 7 WELLINGTON,FL33414	45-5273128		2,069,660	SUBAWARD
(13) AMC Research 10801 Monroe Road Matthews,NC28105	84-4220270		272,265	SUBAWARD
(14) American Inst For Research 1000 Thomas Jefferson St Nw WASHINGTON,DC20007	25-0965219	501(C)(3)	146,682	SUBAWARD
(15) Ann & Robert H Lurie Children's Hospital 225 E Chicago Ave Chicago,IL60611	36-2170833	501(C)(3)	25,931	SUBAWARD
(16) Appalachian State University 438 Academy St BOONE,NC28608	56-1176030	115	39,522	SUBAWARD
(17) Arizona State University PO Box 876412 TEMPE,AZ85287	86-0196696	115	315,729	SUBAWARD
(18) Auburn University 108 Mary Martin Hall AUBURN,AL36849	63-6000724	115	89,094	SUBAWARD
(19) Azusa Pacific University 901 E Alosta Ave AZUSA,CA91702	95-1744369	501(C)(3)	15,768	SUBAWARD
(20) BAE Systems Information & Elec Sys Integ Inc PO BOX 7247-6675 PHILADELPHIA,PA19170	52-2268742		279,013	SUBAWARD
(21) Banner Health 901 E Willetta St PHOENIX,AZ85006	45-0233470	501(C)(3)	3,159,780	SUBAWARD
(22) Battelle 2525 N Fremont Ave Idaho Falls,ID83402	31-4379427	501(C)(3)	114,815	SUBAWARD
(23) Baylor College Of Medicine Sponsored Programs HOUSTON,TX77030	74-1613878	501(C)(3)	919,456	SUBAWARD
(24) Biomedical Research Foundation 4300 West 7th St LITTLE ROCK,AR72205	71-0675830	501(C)(3)	10,615	SUBAWARD
(25) Board of Regents - Nevada System of Higher Edu 2215 Raggio Parkway Reno,NV89512	88-6000024	501(C)(3)	32,431	SUBAWARD
(26) Board of Regents of the Univ of Oklahoma 865 Research Pkwy OKLAHOMA CITY,OK73104	73-1563627	115	37,318	SUBAWARD
(27) Board of Regents of the Univ of Wisconsin Sys 1025 W Johnson St Ste 785 MADISON,WI53706	39-6006492	115	2,207,120	SUBAWARD
(28) Board of Trustees of the Leland Stanford Jr U 900 Welch Rd STANFORD,CA94305	94-1156365	501(C)(3)	3,164,128	SUBAWARD
(29) Boys & Girls Club of West San Gabriel Valley and E 328 South Ramona Avenue Monterey Park,CA91754	95-2782501	501(C)(3)	16,800	GENERAL SUPPORT
(30) Brain Matters Research LLC 800 NW 17th Ave DELRAY BEACH,FL33445	20-1646801		532,705	SUBAWARD
(31) Brookings Institution 1775 Massachusetts Ave Nw WASHINGTON,DC20036	53-0196577	501(C)(3)	42,183	SUBAWARD
(32) Brown University PO BOX 1911 PROVIDENCE,RI02912	05-0258809	501(C)(3)	131,029	SUBAWARD
(33) Building Skills Partnership 828 West Washington Boulevard Los Angeles,CA90015	26-1254255	501(C)(3)	14,000	SUBAWARD
(34) Buntain LLC 4710 Elm St BETHESDA,MD20814	83-4463475		29,105	SUBAWARD
(35) Butler Hospital 345 Blackstone Blvd PROVIDENCE,RI02906	05-0258812	501(C)(3)	1,430,032	SUBAWARD
(36) C2N Diagnostics 4340 Duncan Street St Louis,MO63110	26-1421386		13,296,265	SUBAWARD
(37) Cal State LA University Auxiliary Svcs Inc 5151 State Univ Dr Los Angeles,CA90032	95-4016653	501(C)(3)	69,431	SUBAWARD
(38) California Institute Of Technology 1200 E California Blvd MC 330-87 Pasadena,CA91125	95-1643307	501(C)(3)	1,842,627	SUBAWARD
(39) California State University Fullerton PO Box 6808 FULLERTON,CA92834	33-0632102	115	43,149	SUBAWARD
(40) California State University Los Angeles 5151 State University Dr Los Angeles,CA90032	95-4386558	115	6,500	SUBAWARD
(41) California State Univ-Long Beach 1250 Bellflower Blvd LONG BEACH,CA90840	95-6106694	501(C)(3)	302,353	SUBAWARD
(42) Carnegie Mellon University 5000 Forbes Ave 407 Scrg PITTSBURGH,PA15213	25-0969449	501(C)(3)	237,140	SUBAWARD
(43) Casa Colina Hospital & Centers for Healthcare 255 East Bonita Avenue Pomona,CA91767	95-1643989	501(C)(3)	75,574	SUBAWARD
(44) Case Western Reserve University 10900 Euclid Ave CLEVELAND,OH44106	34-1018992	501(C)(3)	742,347	SUBAWARD
(45) Cedars-Sinai Medical Center 8700 Beverly Blvd Rm 8709 Los Angeles,CA90048	95-1644600	501(C)(3)	328,679	SUBAWARD
(46) Central Michigan University 251 Foust Hall MOUNT PLEASANT,MI48859	38-6004447	501(C)(3)	33,185	SUBAWARD
(47) Central States Research 7318 S Yale Ave TULSA,OK74136	83-1687837		1,059,729	SUBAWARD
(48) Cerveau Technologies Inc 308 N Peters Rd Knoxville,TN37922	81-1746761		16,956	SUBAWARD
(49) Charles R Drew Univ of Med & Sci 1731 E 120Th St Los Angeles,CA90059	95-6151774	501(C)(3)	33,941	SUBAWARD
(50) Charter Research LLC 1724 N Mills Ave Orlando,FL32803	32-0580896		1,276,950	SUBAWARD
(51) Children's Hospital Los Angeles 4650 Sunset Blvd Los Angeles,CA90027	95-1690977	501(C)(3)	4,377,470	SUBAWARD
(52) Children's Hospital of Orange County 455 S Main St Orange,CA92868	95-2321786	501(C)(3)	5,761	SUBAWARD
(53) Cincinnati Childrens Hospital 3333 Burnet Ave CINCINNATI,OH45229	31-0833936	501(C)(3)	15,971	SUBAWARD
(54) City Of Hope-Beckman Rsch Inst 1500 E Duarte Rd DUARTE,CA91010	95-3432210	501(C)(3)	398,846	SUBAWARD
(55) Coastal Environments Inc 2166 Avenida De La Playa La Jolla,CA92037	45-5269192		17,086	SUBAWARD
(56) Collective REMAKE 5582 Village Green Los Angeles,CA90016	83-0769986	501(C)(3)	19,200	GENERAL SUPPORT
(57) College Track 2130 East First Street 2700 Los Angeles,CA90033	94-3279613	501(C)(3)	24,000	GENERAL SUPPORT
(58) Colorado School Of Mines 1500 Illinois St GOLDEN,CO80401	84-6000551	115	127,137	SUBAWARD
(59) Colorado State University 501 University Ave FORT COLLINS,CO80523	84-6000545	115	108,524	SUBAWARD
(60) Columbus Memory Center LLC 7196 Northlake Drive Columbus,GA31909	88-3647784		404,930	SUBAWARD
(61) Comite Civico Del Valle Inc 235 Main St Brawley,CA92227	33-0411322	501(C)(3)	12,679	SUBAWARD
(62) Common Threads Post Office Box 163930 Austin,TX78748	20-0106847	501(C)(3)	24,000	SUBAWARD
(63) Community Partners 1000 North Alameda Street Suite 24 Los Angeles,CA90012	95-4302067	501(C)(3)	466,300	GENERAL SUPPORT
(64) Community Services Unlimited Inc 6569 South Vermont Avenue Los Angeles,CA90044	95-3218396	501(C)(3)	29,600	GENERAL SUPPORT
(65) Compass Research LLC 100 West Gore St Orlando,FL32806	65-1265711		1,034,245	SUBAWARD
(66) Cordillera Applications Group INC 999 18th St Denver,CO80202	82-2655222		56,555	SUBAWARD
(67) Cornell University 414 Uris Hall ITHACA,NY14853	15-0532082	501(C)(3)	299,364	SUBAWARD
(68) CSU Fullerton Auxiliary Services Corporation 800 N State College FULLERTON,CA92831	95-2081258	501(C)(3)	129,479	SUBAWARD
(69) Curii Corporation 212 Elm Street Somerville,MA02144	82-0858075		143,352	SUBAWARD
(70) Dana-Farber Cancer Institute Inc 450 Brookline Ave BOSTON,MA02215	04-2263040	501(C)(3)	333,164	SUBAWARD
(71) Dartmouth College 11 Rope Ferry Road 6210 HANOVER,NH03755	02-0222111	501(C)(3)	100,758	SUBAWARD
(72) Densho 1416 S Jackson St SEATTLE,WA98144	91-2164150	501(C)(3)	103,358	SUBAWARD
(73) Dent Neurologic Institute 3980 Sheridan Dr AMHERST,NY14226	16-1582336	501(C)(3)	31,235	SUBAWARD
(74) Diagnostic Consulting Network LLC 3193 Lionshead Ave Suite 200 Carlsbad,CA92010	20-5531959		420,000	SUBAWARD
(75) Duality Technologies 5 Marine View Plaza Hoboken,NJ07040	82-0637666		261,402	SUBAWARD
(76) Duke University 308 Research Dr DURHAM,NC27708	56-0532129	501(C)(3)	445,952	SUBAWARD
(77) Eastern Virginia Medical School 714 Woodis Avenue norfolk,VA23507	54-6055378	501(C)(3)	1,239,283	SUBAWARD
(78) Ellison Institute LLC 12414 Exposition Blvd Los Angeles,CA90064	84-3994143		186,674	SUBAWARD
(79) Emory University 1364 Clifton Rd Ne Atlanta,GA30322	58-0566256	501(C)(3)	1,604,342	SUBAWARD
(80) Fred Hutchinson Cancer Center 1100 Fairview Ave N SEATTLE,WA98109	91-1935159	501(C)(3)	860,098	SUBAWARD
(81) Geisinger Clinic 100 N Academy Ave DANVILLE,PA17822	23-6291113	501(C)(3)	23,387	SUBAWARD
(82) General Electric Global Research 1 Research Cir NISKAYUNA,NY12309	14-0689340		556,509	SUBAWARD
(83) GeoAcuity 2301 Via Alamitos Palos Verdes Estates,CA90274	47-3806632		255,098	SUBAWARD
(84) Geometric Progress LLC 4380 Rector Rd Cocoa,FL32926	81-4000620		202,621	SUBAWARD
(85) George Mason University 4400 University Dr FAIRFAX,VA22030	54-0836354	115	56,051	SUBAWARD
(86) George Washington University 800 21st Street NW Suite 204 WASHINGTON,DC20052	53-0196584	501(C)(3)	18,925	SUBAWARD
(87) Georgetown University 4000 Reservoir Rd Nw WASHINGTON,DC20007	53-0196603	501(C)(3)	885,660	SUBAWARD
(88) Georgia State University Research Foundation Inc 33 Gilmer St Se Atlanta,GA30303	58-1845423	501(C)(3)	41,798	SUBAWARD
(89) Georgia Tech Applied Research Corporation 926 DALNEY STREET Nw Atlanta,GA30332	58-2374837	501(C)(3)	67,500	SUBAWARD
(90) Georgia Tech Research Corp Office of Sponsored Programs Atlanta,GA30332	58-0603146	501(C)(3)	71,983	SUBAWARD
(91) Giant Oak Inc 2300 Wilson Blvd Suite 700 PMB 142 Arlington,VA22201	46-3186441		121,245	SUBAWARD
(92) Gonzalez MD & Aswad MD Health Services 3401 NW 7th street Miami,FL33125	47-2114666		2,427,051	SUBAWARD
(93) Harvey Mudd College 301 Platt Blvd CLAREMONT,CA91711	95-1911219	501(C)(3)	159,627	SUBAWARD
(94) Headlands Eastern MA LLC 5 Resnik Road PLYMOUTH,MA02360	92-2730893		139,930	SUBAWARD
(95) Health Research Inc Elm and Carlton St BUFFALO,NY14263	14-1402155	501(C)(3)	133,465	SUBAWARD
(96) Hoag Memorial Hospital Presbyterian 520 Superior Ave NEWPORT BEACH,CA92663	95-1643327	501(C)(3)	97,102	SUBAWARD
(97) Howard University 525 Bryant St Ste 137 WASHINGTON,DC20059	53-0204707	501(C)(3)	219,133	SUBAWARD
(98) HRL Laboratories LLC 3011 Malibu Canyon Rd Malibu,CA90265	95-4663143		237,394	SUBAWARD
(99) Icahn School of Medicine at Mount Sinai GC Officer Assoc Dean For SP NEW YORK,NY10029	13-6171197	501(C)(3)	1,446,326	SUBAWARD
(100) ICT Productions Inc 12015 Waterfront Drive Playa Vista,CA90094	95-4843260	501(C)(3)	217,678	SUBAWARD
(101) Indiana University Clinical Trials Dept 78945 DETROIT,MI48278	35-6001673	115	1,700,012	SUBAWARD
(102) InferLink Corporation 2361 Rosecrans Ave EL SEGUNDO,CA90245	27-3792359		125,000	SUBAWARD
(103) Infrastructure Innovation LLC 2265 Augusta Ave Reno,NV89509	47-5452994		13,425	SUBAWARD
(104) Innovations for Poverty Action 655 15th St NW Suite 800 Washington DC,DC20005	06-1660068	501(C)(3)	91,863	SUBAWARD
(105) Iowa State University 2221 Wanda Daley Dr AMES,IA50011	42-6004224	115	66,273	SUBAWARD
(106) It's Bigger Than Us 2006 West 76th Street Los Angeles,CA90047	85-3136505	501(C)(3)	18,600	GENERAL SUPPORT
(107) Japanese American National Museum 100 N Central Ave Los Angeles,CA90012	95-3966024	501(C)(3)	115,273	SUBAWARD
(108) JEM Headlands LLC 130 JFK Drive Atlantis,FL33462	85-0548122		12,175	SUBAWARD
(109) Johns Hopkins University 1800 Orleans St BALTIMORE,MD21287	52-0595110	501(C)(3)	1,563,001	SUBAWARD
(110) K2 Medical Research LLC 541 S Orlando Ave Suite 100 Maitland,FL32751	86-1831937		2,362,510	SUBAWARD
(111) K2 Summit Research LLC 1400 US HWY 441 Suite 537 Lady Lake,FL32159	88-3749741		174,630	SUBAWARD
(112) Kaiser Foundation Hospitals 100 S Los Robles Ave 2nd Fl Pasadena,CA91101	94-1105628	501(C)(3)	457,171	SUBAWARD
(113) Keystone Clinical Studies LLC 920 Germantown Pike Suite 102 Plymouth Meeting,PA19462	16-1683486		888,095	SUBAWARD
(114) Khalsa Peace Corps 1433 West Jefferson Boulevard Los Angeles,CA90007	26-4601165	501(C)(3)	14,000	GENERAL SUPPORT
(115) L C Industries Inc 3211 S Miami Blvd DURHAM,NC27703	56-0686307	501(C)(3)	169,098	SUBAWARD
(116) LACUSC Medical Center Foundation Inc 1200 N State St Los Angeles,CA90033	95-4192908	501(C)(3)	33,488	SUBAWARD
(117) Leidos Incorporated 1750 Presidents Street Reston,VA20190	95-3630868		499,855	SUBAWARD
(118) Lens Collective LLC 700 Imogen Ave Los Angeles,CA90026	82-4681047		30,000	SUBAWARD
(119) Lifeware Labs LLC 201 N Braddock Ave PITTSBURGH,PA15208	82-3047479		29,700	SUBAWARD
(120) Living Advantage Inc (LA Inc) 2734 Raymond Avenue Los Angeles,CA90007	95-4447561	501(C)(3)	17,600	GENERAL SUPPORT
(121) Lockheed Martin Corporation Suite 600 3 Executive Campus CHERRY HILL,NJ08002	52-1893632		180,607	SUBAWARD
(122) Loma Linda Mercantile 11219 Anderson Street LOMA LINDA,CA92354	95-3804495	501(C)(3)	90,942	SUBAWARD
(123) Loma Linda University 24941 Stewart St LOMA LINDA,CA92350	95-1816009	501(C)(3)	107,073	SUBAWARD
(124) Los Angeles Conservation Corps 1400 North Spring Street Los Angeles,CA90012	95-4002138	501(C)(3)	22,500	GENERAL SUPPORT
(125) Los Angeles LGBT Center 1118 N McCadden Place Los Angeles,CA90038	95-3567895	501(C)(3)	53,764	SUBAWARD
(126) Louisiana State University 6400 Perkins Rd BATON ROUGE,LA70808	72-6000848	115	95,610	SUBAWARD
(127) Lowcountry Center for Veterans Research 22 WestEdge Street Charleston,SC29403	56-2054871	501(C)(3)	801,356	SUBAWARD
(128) Lumen Technologies Government Solutions Inc Centurylink HERNDON,VA20171	84-1108481		561,139	SUBAWARD
(129) Massachusetts General Hospital 149 13th St BOSTON,MA02129	04-2697983	501(C)(3)	1,425,034	SUBAWARD
(130) Massachusetts Institute of Technology 77 Massachusetts Ave CAMBRIDGE,MA02142	04-2103594	501(C)(3)	1,035,849	SUBAWARD
(131) Mayo Clinic 200 First St Sw Rochester,MN55905	41-6011702	501(C)(3)	2,022,319	SUBAWARD
(132) Mayo Clinic Jacksonville 4500 San Pablo Rd JACKSONVILLE,FL32224	59-3337028	501(C)(3)	750,811	SUBAWARD
(133) MD Anderson Cancer Center 1515 Holcombe Boulevard Unit 1644 HOUSTON,TX77030	74-6001118	115	427,748	SUBAWARD
(134) Med-Ally LLC 2040 Bushy Park Road Goose Creek,SC29445	45-4662780		1,357,652	SUBAWARD
(135) Media & Process Technology 1155 William Pitt Way PITTSBURGH,PA15238	25-1692849		30,269	SUBAWARD
(136) Medical Univ Of South Carolina 5900 Core Ave NORTH CHARLESTON,SC29406	57-6000722	115	451,970	SUBAWARD
(137) Medipace Inc 420 S Madison Ave Apt 206 Pasadena,CA91101	83-1284289		626,262	SUBAWARD
(138) Meilleur Technologies Inc 308 N Peters Rd Knoxville,TN37922	84-3210123		37,310	SUBAWARD
(139) Memorial Health Services 17360 Brookhurst Street Fountain Valley,CA92708	95-1643381	501(C)(3)	32,834	SUBAWARD
(140) Memorial Sloan Kettering 1275 York Ave NEW YORK,NY10065	13-1924236	501(C)(3)	38,614	SUBAWARD
(141) Merit Network Inc 1000 Oakbrook Dr Suite 200 Ann Arbor,MI48104	38-2210903	501(C)(3)	125,125	SUBAWARD
(142) Metamersive Inc 4 Embarcadero Ctr San Francisco,CA94111	85-0776443		88,766	SUBAWARD
(143) MetroHealth System 2500 MetroHealth Drive CLEVELAND,OH44109	34-6004382		57,643	SUBAWARD
(144) Michigan Technological University 1400 Townsend Drive Houghton,MI49931	38-6005955	115	8,415	SUBAWARD
(145) Minnesota State Colleges and Universities 11200 Mississippi Blvd Coon rapids,MN55419	41-1687554	115	5,715	SUBAWARD
(146) Mississippi State University 133 Etheredge Hall MISSISSIPPI STATE,MS39762	64-6000819	501(C)(3)	39,101	SUBAWARD
(147) Modulo Bio Inc 6195 Cornerstone Ct East SAN DIEGO,CA92121	86-3468699		442,274	SUBAWARD
(148) Mote Marine Laboratory 1600 Ken Thompson Pkwy SARASOTA,FL34236	59-0756643	501(C)(3)	20,517	SUBAWARD
(149) National Adult Protective Services 1612 K Street NW Suite 200 WASHINGTON,DC20006	30-0044497	501(C)(3)	10,000	SUBAWARD
(150) National Asian Pacific Center on Aging 1511 Third Ave SEATTLE,WA98101	52-1266741	501(C)(3)	15,699	SUBAWARD
(151) National Clinical Research Inc 2809 Emerywood Parkway Suite 140 Richmond,VA23294	54-1698113		800,570	SUBAWARD
(152) NCCNHR 1001 Connecticut Ave Nw WASHINGTON,DC20036	52-1122531	501(C)(3)	10,000	SUBAWARD
(153) New Mexico Institute of Mining & Technology 801 Leroy Place SOCORRO,NM87801	85-6000411	501(C)(3)	13,070	SUBAWARD
(154) New York University 345 E 24th St Rm 817 NEW YORK,NY10010	13-5562308	501(C)(3)	378,752	SUBAWARD
(155) New York University Medical Center 550 First Ave NEW YORK,NY10016	13-5562309	501(C)(3)	21,264	SUBAWARD
(156) North Carolina State University Campus Box 7203 RALEIGH,NC27695	56-6000756	115	149,344	SUBAWARD
(157) Northeastern University 360 Huntington Ave BOSTON,MA02115	04-1679980	501(C)(3)	658,646	SUBAWARD
(158) Northern Arizona University PO Box 5689 FLAGSTAFF,AZ86011	74-2579628	115	148,545	SUBAWARD
(159) Northern California Institute forResearch&Edu Ncire San Francisco,CA94121	94-3084159	501(C)(3)	407,761	SUBAWARD
(160) Northrop Grumman Systems Corp One Space Park REDONDO BEACH,CA90278	95-1055798		1,112,771	SUBAWARD
(161) Northwestern University 1801 Maple Ave EVANSTON,IL60201	36-2167817	501(C)(3)	949,946	SUBAWARD
(162) NuCrypt LLC 1460 Renaissance Drive Park Ridge,IL60068	06-1695087		33,048	SUBAWARD
(163) NYU LANGONE MEDICAL CENTER 145 E32nd St NEW YORK,NY10016	11-3556230	501(C)(3)	6,750	SUBAWARD
(164) Occidental College 1600 Campus Rd Los Angeles,CA90041	95-1667177	501(C)(3)	119,996	SUBAWARD
(165) Oregon Health & Science University 3181 SW Sam Jackson Park Rd Portland,OR97239	93-1176109	115	863,877	SUBAWARD
(166) Oregon State University 2701 SW Campus Way Cordley Hall CORVALLIS,OR97331	61-1730890	115	166,723	SUBAWARD
(167) OUR HOUSE Grief Support Center 3415 South Sepulveda Boulevard Sui Los Angeles,CA90034	33-0529915	501(C)(3)	24,350	GENERAL SUPPORT
(168) Pacific Asian Consortium in Employment 1055 Wilshire Boulevard Suite 1475 Los Angeles,CA90017	51-0192025	501(C)(3)	12,570	GENERAL SUPPORT
(169) Palm Beach Nuerology 4631 n congress Ave WEST PALM BEACH,FL33407	65-0848900		11,000	SUBAWARD
(170) Palo Alto Veterans Institute for Research Paire 151P PALO ALTO,CA94305	77-0207331	501(C)(3)	10,725	SUBAWARD
(171) Parsons Government Services 100 West Walnut St Pasadena,CA91124	95-1415716		37,170	SUBAWARD
(172) PDF Solution Inc 2858 DE LA CRUZ BLVD Santa Clara,CA95050	25-1701361		966,000	SUBAWARD
(173) Physicians for Social Responsibility - LA 617 S Olive Street Suite 1100 Los Angeles,CA90014	95-3956136	501(C)(3)	226,922	SUBAWARD
(174) Pima Community College 4905 E Broadway Blvd TUCSON,AZ85709	86-0208787	115	101,926	SUBAWARD
(175) Plaza de la Raza 3540 Mission Road Los Angeles,CA90031	23-7109631	501(C)(3)	12,000	GENERAL SUPPORT
(176) Polysciences Inc 400 Valley Rd WARRINGTON,PA18976	23-2739647		275,964	SUBAWARD
(177) President and Fellows of Harvard College 1033 Massachusetts Ave CAMBRIDGE,MA02138	04-2103580	501(C)(3)	522,524	SUBAWARD
(178) PressFriends Inc 2242 Estribo Drive Rolling Hills Estates,CA90274	46-4364939	501(C)(3)	5,675	GENERAL SUPPORT
(179) Project Scientist Post Office Box 515 Laguna Beach,CA92652	46-1763945	501(C)(3)	28,000	GENERAL SUPPORT
(180) Public Health Foundation Enterprises Inc 13300 Crossroads Parkway North CITY OF INDUSTRY,CA91746	95-2557063	501(C)(3)	7,350	SUBAWARD
(181) Public Health Institute 555 12th St OAKLAND,CA94607	94-1646278	501(C)(3)	2,492,533	SUBAWARD
(182) PUENTE Learning Center 501 South Boyle Avenue Los Angeles,CA90033	95-4242175	501(C)(3)	19,800	GENERAL SUPPORT
(183) Purdue University HOVDE Hall/610 Purdue Mall WEST LAFAYETTE,IN47907	35-6002041	501(C)(3)	521,005	SUBAWARD
(184) Quest Diagnostics Inc 33608 Ortega Hwy SAN JUAN CAPISTRANO,CA92675	95-2701802		195,097	SUBAWARD
(185) RAA-Apex Acquisition LLC 1401 N Tustin Ave Santa Ana,CA92705	46-2800866		18,310	SUBAWARD
(186) Rancho Research Institute PO Box 3500 Downey,CA90242	95-1911180	501(C)(3)	172,810	SUBAWARD
(187) Redeemer Community Partnership 2706 Brighton Ave Los Angeles,CA90018	91-2144336	501(C)(3)	125,654	GENERAL SUPPORT
(188) Regenerative Patch Technologies LLC 150 Gabarda Way PORTOLA VALLEY,CA94028	90-0998159		1,204,736	SUBAWARD
(189) Regents of the University of CA Santa Barbara Univ Ctr Scheduling Santa Barbara,CA93106	95-6006145	501(C)(3)	1,322,044	SUBAWARD
(190) Regents of the University of CA Davis 2795 Second St Davis,CA95618	94-6036494	115	742,459	SUBAWARD
(191) Regents of the University of CA Irvine 3054 Hewitt Hall IRVINE,CA92697	95-2226406	501(C)(3)	3,884,413	SUBAWARD
(192) Regents of the University of CA Riverside 900 Univ Ave/Studentsvcsbldg RIVERSIDE,CA92521	95-6006142	501(C)(3)	1,050,849	SUBAWARD
(193) Regents of the University of CA San Diego Biomedical Sciences Building La Jolla,CA92093	95-6006144	501(C)(3)	3,306,561	SUBAWARD
(194) Regents Of The University Of CA Santa Cruz 1156 High St SANTA CRUZ,CA95064	94-1539563	501(C)(3)	282,815	SUBAWARD
(195) Regents of the University of Michigan 435 S State St Ann Arbor,MI48109	38-6006309	501(C)(3)	4,121,309	SUBAWARD
(196) Regents of the University Of Minnesota 200 Oak St SE 450 McNamara Alumni C MINNEAPOLIS,MN55455	41-6007513	115	1,331,568	SUBAWARD
(197) Regents University of California Los Angeles 337 Charles E Young Dr E Los Angeles,CA90095	95-6006143	501(C)(3)	5,142,296	SUBAWARD
(198) Rensselaer Polytechnic Institute 110 8th St 4th Fl NEW YORK,NY12180	14-1340095	501(C)(3)	104,473	SUBAWARD
(199) Renstar LLC 21 NE 1st Avenue Ocala,FL34470	59-3496313		379,645	SUBAWARD
(200) Research Found for Mental Hygiene 150 Broadway MENANDS,NY12204	14-1410842	501(C)(3)	33,425	SUBAWARD
(201) Research Foundation of the City Univ of NY 230 W 41 St NEW YORK,NY10036	13-1988190	501(C)(3)	94,893	SUBAWARD
(202) Research Triangle Institute 3040 Cornwallis Rd RESEARCH TRIANGLE PARK,NC27709	56-0686338	501(C)(3)	383,336	SUBAWARD
(203) Rhode Island Hospital One Hoppin St PROVIDENCE,RI02903	05-0258954	501(C)(3)	218,730	SUBAWARD
(204) Rice University 6100 Main St HOUSTON,TX77005	74-1109620	501(C)(3)	37,471	SUBAWARD
(205) Riverlane Research Inc 1 Broadway Ste 14 CAMBRIDGE,MA02142	87-0960313		39,921	SUBAWARD
(206) Rush University Medical Center 1700 W Van Buren Chicago,IL60612	36-2174823	501(C)(3)	1,297,147	SUBAWARD
(207) Rutgers University Laboratory For Cancer Research PISCATAWAY,NJ08854	22-6001086	501(C)(3)	13,288	SUBAWARD
(208) Rutgers The State University 65 Davidson Rd Rm 306 PISCATAWAY,NJ08854	46-2354111	115	200,599	SUBAWARD
(209) Saint Luke's Health System 4401 Wornall Rd KANSAS CITY,MO64111	44-0545297	501(C)(3)	265,985	SUBAWARD
(210) San Diego State University 5200 Campanile Drive SAN DIEGO,CA92182	95-6042721	501(C)(3)	149,940	SUBAWARD
(211) San Jose State Univ Research Fdn 210 North 4th St SAN JOSE,CA95112	94-6017638	501(C)(3)	22,657	SUBAWARD
(212) Sansun Diabetes Research Institute 2219 Bath Street Santa Barbara,CA93105	95-1684086	501(C)(3)	49,952	SUBAWARD
(213) School on Wheels Inc Post Office Box 23371 Ventura,CA93022	95-4422640	501(C)(3)	19,600	GENERAL SUPPORT
(214) Scripps Research Institute 10550 NTorrey Pines Road La Jolla,CA92037	33-0435954	501(C)(3)	224,220	SUBAWARD
(215) Seattle Children's Hospital 2001 Eighth Ave SEATTLE,WA98121	91-0564748	501(C)(3)	151,594	SUBAWARD
(216) Seattle Institute for Biomedical & Clinical Res 1660 South Columbian Way SEATTLE,WA98108	91-1452438	501(C)(3)	311,212	SUBAWARD
(217) Services and Advocacy for GLBT Elders 305 7th Ave NEW YORK,NY10001	13-2947657	501(C)(3)	20,000	SUBAWARD
(218) Setting Priorities for Retirement Years Found 1612 K St NW Suite 200 WASHINGTON,DC20006	52-1723616	501(C)(3)	11,250	SUBAWARD
(219) Shared Spectrum Company 1593 Spring Hill Road Vienna,VA22182	31-1749371		308,470	SUBAWARD
(220) Sharp HealthCare Foundation 8695 Spectrum Center Blvd SAN DIEGO,CA92123	95-3492461	501(C)(3)	1,509,427	SUBAWARD
(221) Shedd Aquarium Society 1200 South Lake Shore Drive Chicago,IL60605	36-2167918	501(C)(3)	126,899	SUBAWARD
(222) Soapbox Films LLC 1015 W Isabel St Burbank,CA91506	14-1851466		137,036	SUBAWARD
(223) Social and Environmental Entrepreneurs 23654 Calabasas Road Suite 201 Calabasas,CA91302	95-4116679	501(C)(3)	15,750	GENERAL SUPPORT
(224) Sola Community Peace Center 3651 South Vermont Avenue Los Angeles,CA90007	37-1945764	501(C)(3)	17,300	GENERAL SUPPORT
(225) Sonoma Technology Inc 1450 N McDowell Blvd PETALUMA,CA94954	94-2824807		101,598	SUBAWARD
(226) Spelman College 350 Spelman Lane SW Atlanta,GA30314	58-0566243	501(C)(3)	6,000	SUBAWARD
(227) Spintech Inc 30200 Telegraph Road Bingham Farms,MI48025	82-2149791		60,557	SUBAWARD
(228) Sri-International 333 Ravenswood MENLO PARK,CA94025	94-1160950	501(C)(3)	12,838	SUBAWARD
(229) St Joseph's Hospital and Medical Center 350 West Thomas Road Flr 8Hlt PHOENIX,AZ85013	86-0096787		15,506	SUBAWARD
(230) St Jude Children's Research Hospital Inc 262 Danny Thomas Place Memphis,TN38105	62-0646012	501(C)(3)	868,909	SUBAWARD
(231) St Louis University 3700 West Pine Mall St Louis,MO63108	43-0654872	501(C)(3)	389,164	SUBAWARD
(232) St Louis College of Pharmacy 4588 Parkview Place St Louis,MO63110	43-0652675	501(C)(3)	81,079	SUBAWARD
(233) State University of Iowa Gene Transfer Vector Core IOWA CITY,IA52242	42-6004813	115	326,990	SUBAWARD
(234) Summit Headlands LLC 2701 NW Vaughn Street Portland,OR97210	86-1802055		302,850	SUBAWARD
(235) SUMMITLAB CORPORATION 29029 Upper Bear Creek Rd Ste 302 Evergreen,CO80439	84-1735868		1,245,900	SUBAWARD
(236) Symbient Product Development 1061 La Mirada Ct Vista,CA92081	20-0857602		71,940	SUBAWARD
(237) Synapse Virtual Production LLC 1104 San Julian St Los Angeles,CA90015	88-4145716		18,126	SUBAWARD
(238) Syracuse University 113 Bowne Hall SYRACUSE,NY13244	15-0532081	501(C)(3)	79,688	SUBAWARD
(239) Technical Education Research Centers Inc 2067 Massachusetts Avenue CAMBRIDGE,MA02140	04-6134355	501(C)(3)	82,211	SUBAWARD
(240) Teledyne Scientific & Imaging LLC 221 Commerce Drive Montgomeryville,PA18936	52-2314487		600,000	SUBAWARD
(241) Temple University 1114 W Polett Walk Philadelpha,PA19122	23-1365971	501(C)(3)	48,058	SUBAWARD
(242) Texas A&M Univ 400 Harvey Mitchell Pkwy S Ste 300 COLLEGE STATION,TX77845	74-6000531	115	78,213	SUBAWARD
(243) Texas Tech University PO Box 40002 LUBBOCK,TX79409	75-6002622	115	47,767	SUBAWARD
(244) The Administrators of the Tulane Eductl Fund 800 East Commerce Rd Ste 203 HARAHAN,LA70123	72-0423889	501(C)(3)	16,426	SUBAWARD
(245) The Board of Trustees of The Univ of Alabama 152 Rose Adm Bldg Tuscaloosa,AL35487	63-6001138	501(C)(3)	135,912	SUBAWARD
(246) The Brigham and Women's Hospital Inc 665 Huntington Avenue Room 255 BOSTON,MA02115	04-2312909	501(C)(3)	2,315,890	SUBAWARD
(247) The Cleveland Clinic Foundation 9500 Euclid Ave CLEVELAND,OH44195	34-0714585	501(C)(3)	1,314,179	SUBAWARD
(248) The Geneva Foundation 917 Pacific Ave Suite 600 Tacoma,WA98402	91-1593913	501(C)(3)	72,218	SUBAWARD
(249) The Good Energy Project Inc 8395 Selma Ave PERDIDO BEACH,AL36530	84-4579793	501(C)(3)	27,825	SUBAWARD
(250) The Henry M Jackson Foundation 6720 A Rockledge Dr BETHESDA,MD20817	52-1317896	501(C)(3)	141,688	SUBAWARD
(251) The Jackson Laboratory 600 Main St BAR HARBOR,ME04609	01-0211513	501(C)(3)	954,420	SUBAWARD
(252) The Jester & Pharley Phund Post Office Box 817 Palos Verdes Estates,CA90274	95-4785834	501(C)(3)	12,350	GENERAL SUPPORT
(253) The Methodist Hospital Research Institute 6670 Bertner Avenue HOUSTON,TX77030	87-0721923	501(C)(3)	929,675	SUBAWARD
(254) The Ohio State University 650 Ackerman Rd Columbus,OH43202	31-6025986	501(C)(3)	482,253	SUBAWARD
(255) The Pennsylvania State University 512 Paterno Library UNIVERSITY PARK,PA16802	24-6000376	115	326,980	SUBAWARD
(256) The Rand Corporation 1776 Main St Santa Monica,CA90401	95-1958142	501(C)(3)	760,325	SUBAWARD
(257) The Raytheon Company 2000 El Segundo Blvd EL SEGUNDO,CA90245	95-1778500		80,000	SUBAWARD
(258) The Rector & Visitors of the Univ of Virginia 210 Sprigg Ln CHARLOTTESVILLE,VA22903	54-6001796	501(C)(3)	182,854	SUBAWARD
(259) The Reed Institute 3203 SE Woodstock Blvd Portland,OR97202	93-0386908	501(C)(3)	58,929	SUBAWARD
(260) The Regents of the Univ of CA San Francisco 35 Medical Ctr Way Rm 1045 San Francisco,CA94143	94-6036493	501(C)(3)	2,840,564	SUBAWARD
(261) The Regents of the University of California 133 Doe Library BERKELEY,CA94720	94-6002123	501(C)(3)	1,468,342	SUBAWARD
(262) The Regents of the University of Colorado 995 Regent Dr BOULDER,CO80309	84-6000555	501(C)(3)	981,440	SUBAWARD
(263) The Research Foundation for The SUNY 458 Natural Sciemces Complex BUFFALO,NY14260	14-1368361	501(C)(3)	143,611	SUBAWARD
(264) The Trustees of Princeton University 701 Carnegie Ctr Ste 443 PRINCETON,NJ08540	21-0634501	501(C)(3)	213,315	SUBAWARD
(265) The Univ of Central Florida Board of Trustees 12201 Research Pkwy Orlando,FL32826	59-2924021	115	229,343	SUBAWARD
(266) The Univ of Texas Southwestern Medical Center 5323 Harry Hines Blcd DALLAS,TX75390	75-6002868	115	738,909	SUBAWARD
(267) The University Corporation 18111 Nordhoff St NORTHRIDGE,CA91330	95-1992732	501(C)(3)	17,516	SUBAWARD
(268) The University of Arizona Arizona Ctrforintegrativemedicine TUCSON,AZ85724	74-2652689	115	174,615	SUBAWARD
(269) The University of Memphis Administration Building 315 Memphis,TN38152	62-0648618	115	6,559	SUBAWARD
(270) The University Of Texas At Austin 3925 W Braker Ln WPR4725 R4500 AUSTIN,TX78759	74-6000203	115	243,784	SUBAWARD
(271) Third Sector New England Inc 89 South St BOSTON,MA02111	04-2261109	501(C)(3)	15,912	SUBAWARD
(272) Triton Systems Inc 330 Billerica Road Chelmsford,MA01824	04-3157697		208,871	SUBAWARD
(273) Trustees of Boston University Sponsored Programs BOSTON,MA02215	04-2103547	501(C)(3)	1,407,345	SUBAWARD
(274) Trustees of Columbia Univ in the City of NY 622 W 132nd St 6th Fl NEW YORK,NY10027	13-5598093	501(C)(3)	1,511,450	SUBAWARD
(275) Trustees of the University Of Pennsylvania 125 South 31st Street Suite 2000A PHILADELPHIA,PA19104	23-1352685	501(C)(3)	2,831,330	SUBAWARD
(276) UC Regents - Lawrence Berkeley Po Box 528 BERKELEY,CA94701	94-2951741	115	459,445	SUBAWARD
(277) United Technologies Research Center 411 Silver Lane East Hartford,CT06118	06-0570975		18,522	SUBAWARD
(278) Univ Of Alabama At Birmingham 720 20th St South BIRMINGHAM,AL35294	63-6005395	115	495,362	SUBAWARD
(279) University of Maryland 22 S Greene St BALTIMORE,MD21201	52-6002033	115	39,553	SUBAWARD
(280) Univ of Texas Southwestern Med Cntr PO Box 841753 DALLAS,TX75284	74-1761309	115	142,890	SUBAWARD
(281) Univ Of Texas At Austin 1 University Station A6700 AUSTIN,TX78712	75-1305566	115	60,497	SUBAWARD
(282) Univ of TX Health Sci Center of San Antonio 8403 Floyd Curl SAN ANTONIO,TX78229	74-1586031	115	107,626	SUBAWARD
(283) University of Virginia 100 Darden Blvd CHARLOTTESVILLE,VA22903	54-6046419	501(C)(3)	50,000	SUBAWARD
(284) University of Alabama at Birmingham 1720 Second Ave South BIRMINGHAM,AL35294	63-6005396	115	351,634	SUBAWARD
(285) University Of Arizona 1295 N Martin Ave TUCSON,AZ85721	86-6004791	115	23,419	SUBAWARD
(286) University Of Chicago 6030 S Ellis Ave Rm Ed-114 Chicago,IL60637	36-2177139	501(C)(3)	75,057	SUBAWARD
(287) University Of Cincinnati 51 Goodman Dr Univ Hall 530 CINCINNATI,OH45221	31-6000989	115	412,169	SUBAWARD
(288) University of Florida PO Box 100-284 GAINESVILLE,FL32610	59-6002052	501(C)(3)	1,960,189	SUBAWARD
(289) University Of Georgia 617 Boyd Grad Studies Rsch Ctr ATHENS,GA30602	58-6001998	115	8,098	SUBAWARD
(290) University of Georgia Research Foundation Inc 617 Boyd Gsrc ATHENS,GA30602	58-1353149	501(C)(3)	36,520	SUBAWARD
(291) University of Hawaii 2440 Campus Rd HONOLULU,HI96822	99-6000354	115	285,369	SUBAWARD
(292) University Of Houston 4302 Univ Dr Rm316 Ezekiel W Cullen HOUSTON,TX77204	74-6001399	115	84,831	SUBAWARD
(293) University Of Illinois at Chicago 1855 W Taylor St Ste 3138 Mc648 Chicago,IL60612	37-6000511	501(C)(3)	555,104	SUBAWARD
(294) University Of Kansas Center For Remote Sensing Of Ice LAWRENCE,KS66045	48-0680117	501(C)(3)	194,765	SUBAWARD
(295) University of Kansas Medical Ctr Inst Inc 3901 Rainbow Blvd KANSAS CITY,KS66160	48-1108830	501(C)(3)	1,985,780	SUBAWARD
(296) University of Kentucky Research Foundation 109 Kinkead Hi LEXINGTON,KY40506	61-6033693	501(C)(3)	1,536,116	SUBAWARD
(297) University of Louisville Research Foundation 300 East Market St LOUISVILLE,KY40202	61-1029626	501(C)(3)	1,451,090	SUBAWARD
(298) University of Maryland 737 W Lombard St BALTIMORE,MD21201	52-6002036	501(C)(3)	690,322	SUBAWARD
(299) University Of Massachusetts 154 Hicks Way AMHERST,MA01003	04-3167352	115	304,298	SUBAWARD
(300) University of Miami 240 Ashe Administration Bldg Miami,FL33146	59-0624458	501(C)(3)	174,879	SUBAWARD
(301) University Of Missouri 310 Jesse Hall COLUMBIA,MO65211	43-6003859	115	14,939	SUBAWARD
(302) University of Nebraska 987835 Nebraska Medical Ctr OMAHA,NE68198	47-0049123	501(C)(3)	127,114	SUBAWARD
(303) University Of Nevada Las Vegas (Inactive) 4505 Maryland Parkway Box 454015 LAS VEGAS,NV89154	39-1709191	115	81,011	SUBAWARD
(304) University Of New Mexico 1 Univ of New Mexico Heath Sciences Albuquerque,NM87131	85-6003005	115	255,385	SUBAWARD
(305) University Of North Carolina 116 South Boundary St CHAPEL HILL,NC27514	56-6001393	501(C)(3)	1,031,291	SUBAWARD
(306) University Of North Carolina at Charlotte 9201 University City Blvd Charlotte,NC28223	56-0791228	115	74,809	SUBAWARD
(307) University of North Texas 1155 Union Circle 311337 DENTON,TX76203	75-6002149	115	34,223	SUBAWARD
(308) University of North Texas Health Science Ctr 3500 Camp Bowie Blvd Fort Worth,TX76107	75-6064033	115	528,500	SUBAWARD
(309) University of Notre Dame du Lac 709 Grace Hall NOTRE DAME,IN46556	35-0868188	501(C)(3)	476,094	SUBAWARD
(310) University of Oklahoma 1000 Asp Ave 105 NORMAN,OK73019	73-1377584	115	13,711	SUBAWARD
(311) University of Oregon Zebrafish Intl Resource Ctr EUGENE,OR97403	93-6001786	115	50,299	SUBAWARD
(312) University of Pittsburgh Permissions Dept PITTSBURGH,PA15213	25-0965591	501(C)(3)	1,434,504	SUBAWARD
(313) University Of Rochester 410 Hutchison Hall River Station Rochester,NY14627	16-0743209	501(C)(3)	1,365,439	SUBAWARD
(314) University of South Florida PO Box 864568 Orlando,FL32886	59-3102112	115	703,418	SUBAWARD
(315) University Of Tennessee 855 Monroe Ave Memphis,TN38163	62-6001636	115	156,425	SUBAWARD
(316) University of Texas at El Paso 500 W University Ave EL PASO,TX79968	74-6000813	115	43,345	SUBAWARD
(317) University of Texas Medical Branch at Galveston 301 University Blvd Galveston,TX77555	74-6000949	115	21,258	SUBAWARD
(318) University Of Utah 100 South West Temple SALT LAKE CITY,UT84101	87-6000525	501(C)(3)	373,488	SUBAWARD
(319) University of Washington 4333 Brookly Ave Ne SEATTLE,WA98105	91-6001537	115	1,737,193	SUBAWARD
(320) US Department of Agriculture 430 G Street Davis,CA95616	72-0564834	115	72,598	SUBAWARD
(321) USC Health System 1510 SAN PABLO STREET LOS ANGELES,CA90089	85-0666499	501(C)(3)	1,081,313	SUBAWARD
(322) Utah State University 1770 N Research Pkwy Ste 123 NORTH LOGAN,UT84341	87-6000528	501(C)(3)	31,242	SUBAWARD
(323) Vanderbilt University Medical Center 3319 West End Ave NASHVILLE,TN37203	35-2528741	501(C)(3)	1,127,724	SUBAWARD
(324) Vanderbilt University 1400 18th Ave South NASHVILLE,TN37212	62-0476822	501(C)(3)	74,222	SUBAWARD
(325) Variety Boys & Girls Club 2530 Cincinnati Street Los Angeles,CA90033	95-1919219	501(C)(3)	12,800	GENERAL SUPPORT
(326) Veterans Medical Research Foundation SD 3350 La Jolla Village Dr SAN DIEGO,CA92161	33-0189397	501(C)(3)	247,456	SUBAWARD
(327) Vibrant Penguin Inc 453 S Spring Street Los Angeles,CA90013	85-1417585		69,647	SUBAWARD
(328) Virginia Commonwealth University 800 E Leigh St Richmond,VA23219	54-6001758	115	84,699	SUBAWARD
(329) Virginia Polytechnic Institute and State Univ 300 Turner Street Nw BLACKSBURG,VA24061	54-6001805	115	388,534	SUBAWARD
(330) Wake Forest Univ Health Sciences Medical Center Blvd WINSTONSALEM,NC27157	22-3849199	501(C)(3)	1,524,349	SUBAWARD
(331) Washington University in St Louis 660 S Euclid Campus Box 8232 ST LOUIS,MO63110	43-0653611	501(C)(3)	2,345,079	SUBAWARD
(332) Water Drop LA 402 North Ardmore Avenue Suite 202 Los Angeles,CA90004	85-2327993	501(C)(3)	13,400	GENERAL SUPPORT
(333) Wayne State University 4809 Woodward Ave DETROIT,MI48201	38-6028429	501(C)(3)	15,672	SUBAWARD
(334) Weill Medical College of Cornell University 575 Lexington Ave 9th Fl NEW YORK,NY10022	13-1623978	501(C)(3)	111,743	SUBAWARD
(335) Wellnest 3031 South Vermont Avenue Los Angeles,CA90007	95-1690974	501(C)(3)	16,000	GENERAL SUPPORT
(336) WISE & Healthy Aging 1527 4th Street 2nd Floor Santa Monica,CA90401	95-2788014	501(C)(3)	33,113	SUBAWARD
(337) Wofford College 429 N Church Street Spartanburg,SC29303	57-0314422	501(C)(3)	53,321	SUBAWARD
(338) Woods Hole Oceanographic Inst 360 Woods Hole Rd Ms4 WOODS HOLE,MA02543	04-2105850	501(C)(3)	89,105	SUBAWARD
(339) Yale University PO Box 1873 NEW HAVEN,CT06520	06-0646973	501(C)(3)	3,810,466	SUBAWARD
(340) Youth Business Alliance 8200 Wilshire Boulevard Suite 200 Los Angeles,CA90211	46-2067337	501(C)(3)	5,800	GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

204

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

136

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

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) STUDENT FINANCIAL AID	26563	826,812,297	N/A	N/A
(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 I, LINE 2 USC NEIGHBORHOOD OUTREACH FUNDS ARE DISTRIBUTED THROUGH A COMPETITIVE GRANT MAKING PROCESS. A GRANT REVIEW COMMITTEE COMPRISED OF UNIVERSITY FACULTY, AND STAFF VOLUNTEERS REVIEWS ALL GRANTS, AND PROVIDES FUNDING RECOMMENDATIONS BASED ON A SET OF CRITERIA. ALL FINAL GRANT AWARD DECISIONS ARE MADE BY CIVIC ENGAGEMENT. USC NEIGHBORHOOD OUTREACH MONITORS THE GRANT AWARDS THROUGH AN INTERIM REPORT SIX MONTHS INTO THE PROJECT, AND A FINAL CUMULATIVE REPORT AT THE END OF THE PROJECT. WE CONDUCT AD HOC SITE VISITS TO OBSERVE THE PROGRAM AND REVIEW EDUCATION CONSORTIUM OF CENTRAL LA (ECCLA) ACCOUNTING RECORDS. THE UNIVERSITY OF SOUTHERN CALIFORNIA ADMINISTERS ONE OF THE NATION'S LARGEST FINANCIAL AID PROGRAMS THROUGH ITS FINANCIAL AID OFFICE, AWARDING $826.8 MILLION IN AID TO OVER TWO-THIRDS OF OUR UNDERGRADUATE STUDENTS. WE WILL MEET THE FULL USC-DETERMINED FINANCIAL NEED OF ALL ADMITTED UNDERGRADUATE STUDENTS WHO MEET ALL FEDERAL, STATE, AND UNIVERSITY ELIGIBILITY REQUIREMENTS AND DEADLINES. STUDENTS AND THEIR PARENTS ARE REQUIRED TO SUBMIT ALL APPLICATIONS AND SUPPORT DOCUMENTS, MEETING ALL DEADLINES, IN ORDER TO MAKE THEIR CLAIM FOR FINANCIAL ASSISTANCE AND TO BE CONSIDERED FOR FINANCIAL AID. PART II THE UNIVERSITY OF SOUTHERN CALIFORNIA ALSO ADMINISTERS SUBAWARDS FOR RESEARCH TO OTHER ORGANIZATIONS IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. EXPENDITURES RELATED TO RESEARCH GRANTS ARE CONTINUALLY MONITORED BY PRINCIPAL INVESTIGATORS ASSOCIATED WITH THAT AWARD. PART III, COLUMN(C) THE CASH GRANT IS REFLECTED ON STUDENT ACCOUNTS.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

Yes

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CAROL L FOLT PRESIDENT/TRUSTEE	(i) (ii)	1,963,839 ------------- 0	850,000 ------------- 0	1,191,018 ------------- 0	951,667 ------------- 0	24,751 ------------- 0	4,981,275 ------------- 0	0 ------------- 0
2ERIK BRINK SEE SCHEDULE O FOR TITLE	(i) (ii)	1,029,324 ------------- 0	150,000 ------------- 0	123,205 ------------- 0	69,458 ------------- 0	76,942 ------------- 0	1,448,929 ------------- 0	0 ------------- 0
3JOEL CURRAN SEE SCHEDULE O FOR TITLE	(i) (ii)	285,267 ------------- 0	100,000 ------------- 0	42,263 ------------- 0	99,167 ------------- 0	3,655 ------------- 0	530,352 ------------- 0	0 ------------- 0
4CAROLYN DOMEN-BROSHEARS SECRETARY OF THE UNIVERSITY	(i) (ii)	375,071 ------------- 0	50,000 ------------- 0	35,171 ------------- 0	33,000 ------------- 0	41,242 ------------- 0	534,484 ------------- 0	0 ------------- 0
5SAMUEL GARRISON SVP, UNIVERSITY RELATIONS	(i) (ii)	478,893 ------------- 0	125,000 ------------- 0	67,185 ------------- 0	33,000 ------------- 0	50,481 ------------- 0	754,559 ------------- 0	0 ------------- 0
6ANDREW T GUZMAN SEE SCHEDULE O FOR TITLE	(i) (ii)	760,690 ------------- 0	35,000 ------------- 0	171,764 ------------- 0	33,000 ------------- 0	113,376 ------------- 0	1,113,830 ------------- 0	0 ------------- 0
7BEONG-SOO KIM SVP & GENERAL COUNSEL	(i) (ii)	821,257 ------------- 0	300,000 ------------- 0	149,542 ------------- 0	233,000 ------------- 0	6,341 ------------- 0	1,510,140 ------------- 0	0 ------------- 0
8ISHWAR K PURI SVP, RESEARCH & INNOVATION	(i) (ii)	650,175 ------------- 0	200,000 ------------- 0	153,344 ------------- 0	33,000 ------------- 0	20,797 ------------- 0	1,057,316 ------------- 0	0 ------------- 0
9SCOTT RABENOLD SVP, UNIVERSITY ADVANCEMENT	(i) (ii)	709,295 ------------- 0	113,000 ------------- 0	143,198 ------------- 0	33,000 ------------- 0	38,499 ------------- 0	1,036,992 ------------- 0	0 ------------- 0
10STEVEN D SHAPIRO MD SVP, HEALTH AFFAIRS	(i) (ii)	1,615,877 ------------- 0	1,000,000 ------------- 0	407,005 ------------- 0	233,000 ------------- 0	61,862 ------------- 0	3,317,744 ------------- 0	609,375 ------------- 0
11FELICIA A WASHINGTON SVP, HUMAN RESOURCES	(i) (ii)	720,316 ------------- 0	300,000 ------------- 0	436,740 ------------- 0	33,000 ------------- 0	35,258 ------------- 0	1,525,314 ------------- 0	0 ------------- 0
12DAVID W WRIGHT SVP, ADMINISTRATION	(i) (ii)	522,047 ------------- 0	200,000 ------------- 0	110,613 ------------- 0	33,000 ------------- 0	33,040 ------------- 0	898,700 ------------- 0	0 ------------- 0
13AMY DIAMOND CHIEF INVESTMENT OFFICER	(i) (ii)	926,150 ------------- 0	440,225 ------------- 0	251,624 ------------- 0	322,750 ------------- 0	35,153 ------------- 0	1,975,902 ------------- 0	0 ------------- 0
14GEOFFREY GARRETT DEAN, MARSHALL SCHOOL OF BUS.	(i) (ii)	909,213 ------------- 0	150,000 ------------- 0	156,662 ------------- 0	33,000 ------------- 0	32,375 ------------- 0	1,281,250 ------------- 0	0 ------------- 0
15ROD HANNERS CEO KECK MEDICINE OF USC	(i) (ii)	1,287,277 ------------- 0	771,374 ------------- 0	229,508 ------------- 0	33,000 ------------- 0	26,481 ------------- 0	2,347,640 ------------- 0	0 ------------- 0
16CAROLYN MELTZER MD SEE SCHEDULE O FOR TITLE	(i) (ii)	1,286,022 ------------- 0	200,000 ------------- 0	122,500 ------------- 0	11,267 ------------- 0	39,497 ------------- 0	1,659,286 ------------- 0	0 ------------- 0
17AMBER MILLER SEE SCHEDULE O FOR TITLE	(i) (ii)	569,955 ------------- 0	50,000 ------------- 0	105,409 ------------- 0	33,000 ------------- 0	34,037 ------------- 0	792,401 ------------- 0	0 ------------- 0
18YANNIS C YORTSOS DEAN, VITERBI SCHOOL OF ENG.	(i) (ii)	528,787 ------------- 0	65,000 ------------- 0	27,989 ------------- 0	33,000 ------------- 0	39,899 ------------- 0	694,675 ------------- 0	0 ------------- 0
19JENNIFER COHEN DIR ATHLETICS (AS OF 8/22/23)	(i) (ii)	687,185 ------------- 0	200,000 ------------- 0	2,113,950 ------------- 0	83,064 ------------- 0	11,009 ------------- 0	3,095,208 ------------- 0	0 ------------- 0
20ANDY ENFIELD MEN'S HEAD BASKETBALL COACH	(i) (ii)	3,661,757 ------------- 0	200,000 ------------- 0	405,361 ------------- 0	378,388 ------------- 0	45,601 ------------- 0	4,691,107 ------------- 0	0 ------------- 0
21LINCOLN RILEY HEAD FOOTBALL COACH	(i) (ii)	10,210,151 ------------- 0	100,000 ------------- 0	1,148,496 ------------- 0	33,000 ------------- 0	45,913 ------------- 0	11,537,560 ------------- 0	0 ------------- 0
22VAUGHN STARNES MD CHAIR & DIST PROG SURGERY	(i) (ii)	3,421,660 ------------- 0	48,000 ------------- 0	341,057 ------------- 0	33,000 ------------- 0	46,063 ------------- 0	3,889,780 ------------- 0	0 ------------- 0
23LOUIS VANDERMOLEN MD PROFESSOR OF CLINICAL MEDICINE	(i) (ii)	3,433,377 ------------- 0	1,000 ------------- 0	442,204 ------------- 0	111,333 ------------- 0	43,910 ------------- 0	4,031,824 ------------- 0	45,000 ------------- 0
24ELIZABETH GRADDY SEE SCHEDULE O FOR TITLE	(i) (ii)	608,678 ------------- 0	81,250 ------------- 0	62,681 ------------- 0	33,000 ------------- 0	20,994 ------------- 0	806,603 ------------- 0	0 ------------- 0
25CHARLES HELTON SEE SCHEDULE O FOR TITLE	(i) (ii)	0 ------------- 0	0 ------------- 0	4,250,000 ------------- 0	0 ------------- 0	0 ------------- 0	4,250,000 ------------- 0	0 ------------- 0
26KYLE HENLEY SEE SCHEDULE O FOR TITLE	(i) (ii)	155,270 ------------- 0	0 ------------- 0	53,802 ------------- 0	20,601 ------------- 0	11,058 ------------- 0	240,731 ------------- 0	0 ------------- 0
27GARETH JAMES SEE SCHEDULE O FOR TITLE	(i) (ii)	189,989 ------------- 0	0 ------------- 0	20,500 ------------- 0	21,344 ------------- 0	2,967 ------------- 0	234,800 ------------- 0	0 ------------- 0
28LAURA MOSQUEDA MD SEE SCHEDULE O FOR TITLE	(i) (ii)	734,566 ------------- 0	129,000 ------------- 0	54,170 ------------- 0	33,000 ------------- 0	24,745 ------------- 0	975,481 ------------- 0	0 ------------- 0
29CHRYSOSTOMOS L NIKIAS SEE SCHEDULE O FOR TITLE	(i) (ii)	252,876 ------------- 0	0 ------------- 0	594,152 ------------- 0	24,125 ------------- 0	13,433 ------------- 0	884,586 ------------- 0	0 ------------- 0
30GLENN OSAKI SEE SCHEDULE O FOR TITLE	(i) (ii)	355,988 ------------- 0	0 ------------- 0	45,353 ------------- 0	32,797 ------------- 0	79,406 ------------- 0	513,544 ------------- 0	0 ------------- 0
31MICHAEL QUICK SEE SCHEDULE O FOR TITLE	(i) (ii)	619,173 ------------- 0	0 ------------- 0	54,087 ------------- 0	33,000 ------------- 0	12,192 ------------- 0	718,452 ------------- 0	0 ------------- 0
32NARSING RAO MD SEE SCHEDULE O FOR TITLE	(i) (ii)	382,121 ------------- 0	1,000 ------------- 0	31,100 ------------- 0	32,100 ------------- 0	35,060 ------------- 0	481,381 ------------- 0	0 ------------- 0
33JAMES M STATEN SEE SCHEDULE O FOR TITLE	(i) (ii)	233,612 ------------- 0	0 ------------- 0	370,513 ------------- 0	33,000 ------------- 0	21,317 ------------- 0	658,442 ------------- 0	0 ------------- 0
34TRACEY VRANICH SEE SCHEDULE O FOR TITLE	(i) (ii)	586,732 ------------- 0	0 ------------- 0	50,389 ------------- 0	33,000 ------------- 0	31,729 ------------- 0	701,850 ------------- 0	0 ------------- 0
35CHARLES F ZUKOSKI SEE SCHEDULE O FOR TITLE	(i) (ii)	928,113 ------------- 0	0 ------------- 0	191,957 ------------- 0	33,000 ------------- 0	38,989 ------------- 0	1,192,059 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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
PART I, LINE 1A AND LINE 1B:	FIRST-CLASS TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR UNIVERSITY BUSINESS. FIRST AND BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL, WHEN IT IS NECESSARY FOR MEDICAL REASONS, OR WHEN COACH CLASS IS UNAVAILABLE. THERE IS NO VALUE INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO FLEW FIRST CLASS DURING CALENDAR YEAR 2023 INCLUDED SIX OFFICERS, FOUR KEY EMPLOYEES, THREE FORMER OFFICERS, AND ONE HIGHEST COMPENSATED EMPLOYEE. CHARTER TRAVEL: THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES CHARTER TRAVEL ON OCCASION FOR ATHLETIC TEAM EVENTS FOR CERTAIN INDIVIDUALS AS PART OF THEIR OFFICIAL RESPONSIBILITIES TO THE UNIVERSITY OF SOUTHERN CALIFORNIA. THERE IS NO VALUE IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AS ONLY BUSINESS TRAVEL EXPENSES ARE PAID FOR SUCH ATHLETIC TEAM EVENTS. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED CHARTER TRAVEL FOR ATHLETIC TEAM EVENTS DURING CALENDAR YEAR 2023 INCLUDED TWO HIGHEST COMPENSATED EMPLOYEES AND ONE TRUSTEE. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED CHARTER TRAVEL DURING CALENDAR YEAR 2023 FOR PERSONAL TRAVEL WHICH WAS PROVIDED FOR IN THEIR EMPLOYMENT CONTRACT AND WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). TRAVEL FOR COMPANIONS: THE UNIVERSITY OF SOUTHERN CALIFORNIA REQUIRES THAT ECONOMY-CLASS (COACH) TRAVEL BE UTILIZED FOR COMPANIONS. BUSINESS CLASS AIR TRAVEL IS ONLY ALLOWED WHEN THERE IS ADVANCE WRITTEN APPROVAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO UTILIZED TRAVEL FOR A COMPANION FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2023 INCLUDED ONE HIGHEST COMPENSATED EMPLOYEE AND ONE TRUSTEE. ONE HIGHEST COMPENSATED EMPLOYEE UTILIZED TRAVEL FOR COMPANIONS FOR BUSINESS AND NON-BUSINESS PURPOSES DURING CALENDAR YEAR 2023 WHICH WAS PROVIDED FOR IN THEIR EMPLOYMENT CONTRACT. THE VALUE OF THE NON-BUSINESS TRAVEL WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III). TAX GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2023 ONE OFFICER, TWO HIGHEST COMPENSATED EMPLOYEES, AND TWO FORMER OFFICERS RECEIVED TAX GROSS-UP PAYMENTS. THE PAYMENTS ARE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B) (III). RESIDENCE FOR PERSONAL USE: ONE OFFICER HAD USE OF A UNIVERSITY OWNED CONDOMINIUM DURING CALENDAR YEAR 2023 WHICH WAS PROVIDED FOR IN THE OFFICER'S EMPLOYMENT CONTRACT AND THE IMPUTED VALUE WAS INCLUDED IN TAXABLE COMPENSATION ON FORM W-2. SUCH AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). AS THE UNIVERSITY DOES NOT HAVE ON-CAMPUS HOUSING AVAILABLE FOR THE PRESIDENT'S USE BUT REQUIRES THE PRESIDENT TO LIVE IN A PRESIDENTIAL HOME AS A CONDITION OF EMPLOYMENT, THE PRESIDENT (DR. FOLT) WAS PROVIDED WITH OFF CAMPUS HOUSING PURSUANT TO HER EMPLOYMENT AGREEMENT. BECAUSE THE PROVISION OF OFF-CAMPUS HOUSING IS TAXABLE, THE BOARD DETERMINED IT WAS APPROPRIATE TO GROSS UP THE HOUSING BENEFIT. THE GROSSED UP BENEFIT WAS NOT DIRECTLY PROVIDED TO THE PRESIDENT AS CASH COMPENSATION BUT WAS INSTEAD REPORTED ON FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PAYMENT TO OR REIMBURSEMENT FOR AN INDIVIDUAL'S MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB FOR BUSINESS PURPOSES IS MADE AVAILABLE IN CERTAIN EMPLOYMENT CONTRACTS OR IS OTHERWISE APPROVED BY THE APPLICABLE SENIOR VICE PRESIDENT OR THE PRESIDENT. THE VALUE OF MEMBERSHIPS PROVIDED FOR BUSINESS PURPOSES IS NOT INCLUDED IN AN INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME. ANY PERSONAL USE OF THESE MEMBERSHIPS IS PAID FOR BY THE INDIVIDUAL. THE INDIVIDUALS LISTED IN FORM 990, PART VII WHO WERE PROVIDED WITH MEMBERSHIP IN, OR DUES TO, A PRIVATE CLUB DURING CALENDAR YEAR 2023 INCLUDED SIX OFFICERS, THREE KEY EMPLOYEES, TWO FORMER OFFICERS, AND ONE FORMER KEY EMPLOYEE. PERSONAL SERVICES: CERTAIN INDIVIDUALS RECEIVED PERSONAL SERVICES, INCLUDING FINANCIAL PLANNING. SUCH SERVICES ARE MADE AVAILABLE IN EMPLOYMENT CONTRACTS AND THE VALUE OF THE SERVICES, IF USED, WAS INCLUDED IN THE INDIVIDUAL'S FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). THE LISTED INDIVIDUALS WHO RECEIVED SUCH BENEFIT DURING CALENDAR YEAR 2023 INCLUDED FOUR OFFICERS, ONE HIGHEST COMPENSATED EMPLOYEE, AND THREE FORMER OFFICERS. THE PRESIDENT RECEIVED HOUSE MANAGEMENT SERVICES PURSUANT TO HER CONTRACT. THE VALUE OF THE SERVICES NOT RELATED TO UNIVERSITY BUSINESS WAS REPORTED ON FORM W-2 AS TAXABLE INCOME AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). ONE OFFICER AND ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED THE SERVICES OF A CAR AND DRIVER. SUCH SERVICES WERE APPROVED, AND THE VALUES OF TAXABLE SERVICES WERE INCLUDED IN THE INDIVIDUALS' FORM W-2 AS TAXABLE INCOME AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 4A:	CHARLES HELTON, IN CONNECTION WITH HIS RESIGNATION OF HIS POSITION AND SEPARATION FROM THE UNIVERSITY, WAS ENTITLED TO SEPARATION PAYMENTS. SEPARATION PAYMENTS INCLUDED A SERIES OF MONTHLY PAYMENTS WHICH TOTALED $4,250,000 DURING CALENDAR YEAR 2023. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 4B:	CAROL FOLT: DURING THE CALENDAR YEAR THE PRESIDENT PARTICIPATED IN TWO RETENTION PROGRAMS. UNDER THE FIRST PLAN, A PAYMENT OF $2,000,000 (ACCRUING AT $666,667 PER FISCAL YEAR, PLUS INTEREST, BEGINNING ON JULY 1, 2021, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE) IS SCHEDULED TO VEST IN 2024 AND BE PAYABLE BETWEEN VESTING DATE AND MARCH 2025. A RATABLE ACCRUAL OF $666,667 FROM CALENDAR YEAR 2023 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). UNDER THE SECOND PLAN, 10% OF THE PRESIDENT'S COMBINED BASE SALARY AND BONUS LESS THE PRESIDENT'S SECTION 401(A) CONTRIBUTION FOR THE YEAR IS DEFERRED SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND IS SCHEDULED TO VEST IN 2024 AND BE PAYABLE BETWEEN VESTING DATE AND MARCH 2025. THE PLAN WAS EFFECTIVE STARTING IN DECEMBER 2021. A RATABLE ACCRUAL OF $252,000 FROM CALENDAR YEAR 2023 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). ERIK BRINK: UNDER HIS EMPLOYMENT AGREEMENT EFFECTIVE SEPTEMBER 13, 2023, THE CFO WAS ENTITLED TO A SIGNING BONUS OF $250,000 (ACCRUING AT $125,000 PER YEAR) SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, WHICH IS SCHEDULED TO VEST AND BE PAYABLE IN 2025. FOR CALENDAR YEAR 2023 A RATABLE ACCRUAL OF $36,458 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). JOEL CURRAN: UNDER HIS EMPLOYMENT AGREEMENT EFFECTIVE JULY 1, 2023, THE SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER WAS ENTITLED TO A SIGNING BONUS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE) IN THE AMOUNT OF $500,000, $100,000 OF WHICH WAS PAID IN 2023, AND THE REMAINDER OF WHICH IS SCHEDULED TO VEST AND BE PAYABLE AT $100,000 PER YEAR FOR FOUR YEARS STARTING IN 2024. THE FIRST PAYMENT OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). FOR CALENDAR YEAR 2023 A RATABLE ACCRUAL OF $99,167 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). BEONG-SOO KIM: DURING CALENDAR YEAR 2023, SENIOR VICE PRESIDENT & GENERAL COUNSEL, PARTICIPATED IN A RETENTION PROGRAM. A PAYMENT OF $1,000,000 (ACCRUING AT $200,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2026 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $200,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). STEVEN D. SHAPIRO. MD: UNDER HIS EMPLOYMENT AGREEMENT, THE SENIOR VICE PRESIDENT OF HEALTH AFFAIRS WAS ELIGIBLE FOR A DEFERRED BONUS. DURING CALENDAR YEAR 2023 HE WAS ELIGIBLE TO RECEIVE A PAYMENT IN THE GREATER AMOUNT OF $750,000 OR BASED ON PERFORMANCE METRICS. A PAYMENT OF $1,000,000 WAS PAID OUT IN CALENDAR YEAR 2023 AND HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). HE ALSO PARTICIPATED IN A RETENTION BONUS PLAN IN WHICH A PAYMENT OF $1,000,000 (ACCRUING AT $200,000 PER YEAR) IS SCHEDULED TO VEST AND BE PAYABLE IN 2026 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AN ACCRUAL OF $200,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMY DIAMOND: THE CHIEF INVESTMENT OFFICER IS ELIGIBLE TO RECEIVE AN ANNUAL AWARD DETERMINED BY PERFORMANCE AGAINST PRE-DESIGNATED TARGET BENCHMARKS. FIFTY PERCENT OF EACH ANNUAL INCENTIVE AWARD IS DEFERRED AND PAID AT THE END OF A TWO-YEAR DEFERRAL PERIOD AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PLAN IS APPROVED BY THE INVESTMENT COMMITTEE AND RATIFIED BY THE COMPENSATION COMMITTEE. THE 2023 PAYMENT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). AN ACCRUAL OF $289,750 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). ROD HANNERS: DURING CALENDAR YEAR 2023, CEO OF KECK MEDICINE OF USC, PARTICIPATED IN A RETENTION PROGRAM. THE RETENTION AWARD WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. A PAYMENT OF $250,000 VESTED ON DECEMBER 31, 2022 AND WAS PAID IN JANUARY 2023. THE PAYMENT AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). JENNIFER COHEN: UNDER HER EMPLOYMENT AGREEMENT EFFECTIVE AUGUST 22, 2023, THE DIRECTOR OF ATHLETICS PARTICIPATED IN A RETENTION PROGRAM, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, WHICH PROVIDED FOR A PAYMENT OF $450,000 TO VEST AND BE PAID ON JUNE 30, 2026 AND FOR A SECOND PAYMENT OF $450,000 TO VEST AND BE PAID ON JUNE 30, 2029. FOR CALENDAR YEAR 2023 A RATABLE ACCRUAL OF $83,064 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). ANDY ENFIELD: DURING CALENDAR YEAR 2023, MEN'S HEAD BASKETBALL COACH, PARTICIPATED IN A RETENTION PROGRAM WHERE HE WAS ELIGIBLE FOR RETENTION BONUSES, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, IN THE AMOUNT OF $300,000 ANNUALLY IN 2024 THROUGH 2027. AN ACCRUAL OF $345,388 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). HOWEVER, AS HE SEPARATED FROM THE UNIVERSITY IN 2024, HE WILL NOT RECEIVE ANY PAYMENTS UNDER THIS RETENTION PROGRAM. LOUIS VANDERMOLEN, MD: DURING CALENDAR YEAR 2023, PROFESSOR OF CLINICAL MEDICINE, PARTICIPATED IN A RETENTION PROGRAM. A TOTAL OF $500,000 IS SCHEDULED TO VEST AND BE PAYABLE AT $100,000 PER YEAR FOR FIVE YEARS STARTING IN 2022 AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PAYMENT AMOUNT OF $100,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). FOR CALENDAR YEAR 2023 A RATABLE ACCRUAL OF $78,333 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CHRYSOSTOMOS L. NIKIAS: THE FORMER PRESIDENT (UNTIL 8/07/18) PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN (SERP). AMOUNTS WERE CREDITED DURING HIS TERM AS PRESIDENT, SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND WILL VEST ACCORDING TO A PREDETERMINED SCHEDULE. NO AMOUNTS VESTED OR WERE CREDITED TO THE PLAN IN CALENDAR YEAR 2023. OTHER: IN 1994 USC CREATED A 457(F) SUPPLEMENTAL RETIREMENT PLAN TO PROVIDE MAKE-UP BENEFITS TO EMPLOYEES WHOSE COMPENSATION EXCEEDED THE EARNINGS LIMITATION FOR CONTRIBUTIONS TO THE USC DEFINED CONTRIBUTION RETIREMENT PLAN. AS OF JANUARY 1, 2005, THE PLAN WAS FROZEN AND PARTICIPANTS, WITH RESPECT TO FUTURE MAKE-UP BENEFITS, WERE NO LONGER PERMITTED TO DEFER THESE BENEFITS.
PART I, LINE 7:	CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED MERIT BASED BONUSES AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4B DISCLOSURE FOR AMY DIAMOND.
PART I, LINE 8:	THE SENIOR VICE PRESIDENT, UNIVERSITY ADVANCEMENT AND SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER ARE SERVING UNDER THEIR INITIAL CONTRACTS WITH THE UNIVERSITY.
PART II, COLUMN B(III)	INCLUDED AS PART OF TAXABLE COMPENSATION ON FORM W-2 PROVIDED TO ATHLETIC DIRECTOR, JENNIFER COHEN, LISTED IN FORM 990, PART VII, IS THE VALUE OF HER BUY-OUT OBLIGATIONS TO THE HER PREVIOUS EMPLOYER, THE VALUE OF WHICH IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) AMBER MILLER	EMPLOYEE	HOUSING LOAN		X	500,000	396,746		No	Yes		Yes
(2) AMBER MILLER	EMPLOYEE	HOUSING LOAN		X	500,000	150,000		No	Yes		Yes
(3) AMY DIAMOND	EMPLOYEE	HOUSING LOAN		X	1,000,000	800,000		No	Yes		Yes
(4) ANDREW T GUZMAN	EMPLOYEE	HOUSING LOAN		X	800,000	608,050		No	Yes		Yes
(5) ANDREW T GUZMAN	EMPLOYEE	HOUSING LOAN		X	800,000	80,000		No	Yes		Yes
(6) CAROLYN MELTZER MD	EMPLOYEE	HOUSING LOAN		X	1,000,000	800,000		No	Yes		Yes
(7) CAROLYN MELTZER MD	EMPLOYEE	HOUSING LOAN		X	960,000	900,115		No	Yes		Yes
(8) CHARLES F ZUKOSKI	EMPLOYEE	HOUSING LOAN		X	1,000,000	600,000		No	Yes		Yes
(9) CHRYSOSTOMOS L NIKIAS	EMPLOYEE	HOUSING LOAN		X	3,000,000	500,000		No	Yes		Yes
(10) FELICIA A WASHINGTON	EMPLOYEE	HOUSING LOAN		X	1,220,000	480,000		No	Yes		Yes
(11) FELICIA A WASHINGTON	EMPLOYEE	HOUSING LOAN		X	1,500,000	1,409,624		No	Yes		Yes
(12) GEOFFREY GARRETT	EMPLOYEE	HOUSING LOAN		X	750,000	525,000		No	Yes		Yes
(13) ISHWAR K PURI	EMPLOYEE	HOUSING LOAN		X	500,000	400,000		No	Yes		Yes
(14) ISHWAR K PURI	EMPLOYEE	HOUSING LOAN		X	500,000	474,117		No	Yes		Yes
(15) JENNIFER COHEN	EMPLOYEE	HOUSING LOAN		X	3,800,000	3,736,452		No	Yes		Yes
(16) JOEL CURRAN	EMPLOYEE	HOUSING LOAN		X	2,632,500	2,573,238		No	Yes		Yes
(17) LINCOLN RILEY	EMPLOYEE	HOUSING LOAN		X	3,430,000	3,430,000		No	Yes		Yes
(18) SCOTT RABENOLD	EMPLOYEE	HOUSING LOAN		X	2,000,000	1,934,237		No	Yes		Yes
(19) SCOTT RABENOLD	EMPLOYEE	HOUSING LOAN		X	1,000,000	900,000		No	Yes		Yes
(20) STEVEN D SHAPIRO	EMPLOYEE	HOUSING LOAN		X	1,500,000	1,050,000		No	Yes		Yes
(21) STEVEN D SHAPIRO	EMPLOYEE	HOUSING LOAN		X	1,500,000	1,390,375		No	Yes		Yes
(22) TRACEY VRANICH	EMPLOYEE	HOUSING LOAN		X	250,000	150,003		No	Yes		Yes
(23) TRACEY VRANICH	EMPLOYEE	HOUSING LOAN		X	250,000	206,038		No	Yes		Yes
Total ............... $						23,493,995

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) 2023

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) ALEXANDRA GRADDY-REED	DAUGHTER OF FORMER OFFICER	231,371	USC EMPLOYEE		No
(2) Beth Levinson	Spouse of Officer	115,275	USC 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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

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 ....
2 Art—Historical treasures .	X	2	3,145,000	FMV
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	287	33,786,524	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( EQUIPMENT )	X	11	11,106,560	FMV
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't 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) (2023)

Page 2

Part IISupplemental 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
PART I, COLUMN(B):	THE ORGANIZATION IS REPORTING: THE NUMBER OF DONATIONS RECEIVED FOR LINE 2, ART - HISTORICAL TREASURES, LINE 9, SECURITIES - PUBLICLY TRADED; AND THE NUMBER OF ITEMS RECEIVED FOR LINE 25, EQUIPMENT.
PART I, LINE 32(A):	THE UNIVERSITY OF SOUTHERN CALIFORNIA UTILIZES BROKERAGE FIRMS TO SELL NON-CASH CONTRIBUTIONS THAT THE UNIVERSITY RECEIVES AS GIFTS AND THE PROCEEDS ARE REMITTED BACK TO THE UNIVERSITY.

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

Return Reference	Explanation
FORM 990, PART I, LINE 1 AND PART III, LINE 1:	THE CENTRAL MISSION OF THE UNIVERSITY OF SOUTHERN CALIFORNIA IS THE DEVELOPMENT OF HUMAN BEINGS AND SOCIETY AS A WHOLE THROUGH THE CULTIVATION AND ENRICHMENT OF THE HUMAN MIND AND SPIRIT. THE PRINCIPAL MEANS BY WHICH OUR MISSION IS ACCOMPLISHED ARE TEACHING, RESEARCH, ARTISTIC CREATION, PROFESSIONAL PRACTICE, AND SELECTED FORMS OF PUBLIC SERVICE. OUR FIRST PRIORITY AS FACULTY AND STAFF IS THE EDUCATION OF OUR STUDENTS, FROM FRESHMEN TO POSTDOCTORALS, THROUGH A BROAD ARRAY OF ACADEMIC, PROFESSIONAL, EXTRACURRICULAR, AND ATHLETIC PROGRAMS OF THE FIRST RANK. THE INTEGRATION OF LIBERAL AND PROFESSIONAL LEARNING IS ONE OF USC'S SPECIAL STRENGTHS. WE STRIVE CONSTANTLY FOR EXCELLENCE IN TEACHING KNOWLEDGE AND SKILLS TO OUR STUDENTS, WHILE AT THE SAME TIME HELPING THEM TO ACQUIRE WISDOM AND INSIGHT, LOVE OF TRUTH AND BEAUTY, MORAL DISCERNMENT, UNDERSTANDING OF SELF, AND RESPECT AND APPRECIATION FOR OTHERS. RESEARCH OF THE HIGHEST QUALITY BY OUR FACULTY AND STUDENTS IS FUNDAMENTAL TO OUR MISSION. USC IS ONE OF A VERY SMALL NUMBER OF PREMIER ACADEMIC INSTITUTIONS IN WHICH RESEARCH AND TEACHING ARE INEXTRICABLY INTERTWINED, AND ON WHICH THE NATION DEPENDS FOR A STEADY STREAM OF NEW KNOWLEDGE, ART, AND TECHNOLOGY. OUR FACULTY ARE NOT SIMPLY TEACHERS OF THE WORKS OF OTHERS, BUT ACTIVE CONTRIBUTORS TO WHAT IS TAUGHT, THOUGHT, AND PRACTICED THROUGHOUT THE WORLD. USC IS PLURALISTIC, WELCOMING OUTSTANDING MEN AND WOMEN OF EVERY RACE, CREED, AND BACKGROUND. WE ARE A GLOBAL INSTITUTION IN A GLOBAL CENTER, ATTRACTING MORE INTERNATIONAL STUDENTS OVER THE YEARS THAN ANY OTHER AMERICAN UNIVERSITY. AND WE ARE PRIVATE, UNFETTERED BY POLITICAL CONTROL, STRONGLY COMMITTED TO ACADEMIC FREEDOM, AND PROUD OF OUR ENTREPRENEURIAL HERITAGE. AN EXTRAORDINARY CLOSENESS AND WILLINGNESS TO HELP ONE ANOTHER ARE EVIDENT AMONG USC STUDENTS, ALUMNI, FACULTY, AND STAFF; INDEED, FOR THOSE WITHIN ITS COMPASS THE TROJAN FAMILY IS A GENUINELY SUPPORTIVE COMMUNITY. ALUMNI, TRUSTEES, VOLUNTEERS, AND FRIENDS OF USC ARE ESSENTIAL TO THIS FAMILY TRADITION, PROVIDING GENEROUS FINANCIAL SUPPORT, PARTICIPATING IN UNIVERSITY GOVERNANCE, AND ASSISTING STUDENTS AT EVERY TURN. IN OUR SURROUNDING NEIGHBORHOODS AND AROUND THE GLOBE, USC PROVIDES PUBLIC LEADERSHIP AND PUBLIC SERVICE IN SUCH DIVERSE FIELDS AS HEALTH CARE, ECONOMIC DEVELOPMENT, SOCIAL WELFARE, SCIENTIFIC RESEARCH, PUBLIC POLICY, AND THE ARTS. WE ALSO SERVE THE PUBLIC INTEREST BY BEING THE LARGEST PRIVATE EMPLOYER IN THE CITY OF LOS ANGELES, AS WELL AS THE CITY'S LARGEST EXPORT INDUSTRY IN THE PRIVATE SECTOR. USC HAS PLAYED A MAJOR ROLE IN THE DEVELOPMENT OF SOUTHERN CALIFORNIA FOR MORE THAN A CENTURY AND PLAYS AN INCREASINGLY IMPORTANT ROLE IN THE DEVELOPMENT OF THE NATION AND THE WORLD. WE EXPECT TO CONTINUE TO PLAY THESE ROLES FOR MANY CENTURIES TO COME. THUS OUR PLANNING, COMMITMENTS AND FISCAL POLICIES ARE DIRECTED TOWARD BUILDING QUALITY AND EXCELLENCE IN THE LONG TERM.
FORM 990, PART I, LINE 6:	THE UNIVERSITY OF SOUTHERN CALIFORNIA HAS MANY VOLUNTEERS INCLUDING TRUSTEES, BUT DOES NOT FORMALLY TRACK THIS POPULATION.
FORM 990, PART VI, LINE 1:	THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS CHAIRED BY THE CHAIR OF THE BOARD AND CONSISTS OF NO LESS THAN SEVEN AND NO MORE THAN TWENTY-FIVE VOTING MEMBERS OF THE BOARD. THE COMMITTEE IS COMPRISED SOLELY OF THE FOLLOWING EX-OFFICIO MEMBERS: THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD (IF HE/SHE IS A TRUSTEE), THE PRESIDENT OF THE UNIVERSITY (IF HE/SHE IS A TRUSTEE), THE CHAIR(S) OF EACH STANDING COMMITTEE, AND THE CHAIR(S) OF THE BOARD OF DIRECTORS OF USC HEALTH SYSTEM (IF HE/SHE IS A TRUSTEE). WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE HAS ALL OF THE POWER AND AUTHORITY OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE IS NOT EMPOWERED TO: (I) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (II) FIX THE COMPENSATION OF THE BOARD MEMBERS FOR THEIR SERVICE AS MEMBERS OF THE BOARD OR ANY COMMITTEE; (III) AMEND OR REPEAL THE UNIVERSITY'S BYLAWS OR ADOPT NEW BYLAWS; (IV) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE SO AMENDED OR REPEALED; (V) APPOINT COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; (VI) AUTHORIZE THE EXPENDITURE OF CORPORATE FUNDS TO SUPPORT A NOMINEE FOR BOARD MEMBERSHIP AFTER THERE ARE MORE PEOPLE NOMINATED FOR BOARD MEMBERSHIP THAN CAN BE ELECTED; OR (VII) APPROVE ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED BY LAW.
FORM 990, PART VI, LINE 2:	OFFICERS, TRUSTEES AND KEY EMPLOYEES SIT ON THE BOARD OF THE MAY DEWRIGHT TRUST: ERIK BRINK SUZANNE NORA JOHNSON CAROLYN MELTZER, MD USC TRUSTEE ROBERT A. BRADWAY AND USC TRUSTEE RONALD D. SUGAR HAVE A BUSINESS RELATIONSHIP. USC TRUSTEE MARC R. BENIOFF AND USC TRUSTEE OSCAR MUNOZ HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 11(B):	THE UNIVERSITY OF SOUTHERN CALIFORNIA'S FORM 990 IS REVIEWED AT SEVERAL LEVELS. THE UNIVERSITY ENGAGES AN EXTERNAL PUBLIC ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS FORM 990 AND TO SIGN AS PAID PREPARER. AMONG THOSE WHO CONDUCT THE REVIEW OF THE FINAL FORM 990 AT THE UNIVERSITY INCLUDE MANAGEMENT, EXTERNAL COUNSEL, AND THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEW OF FORM 990 IS CONDUCTED PRIOR TO IT BEING FILED AND A FINAL COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED.
FORM 990, PART VI, LINE 12:	THE UNIVERSITY HAS A CONFLICT OF INTEREST AND COMMITMENT POLICY AND PROCEDURE WHICH COVERS ALL COVERED EMPLOYEES AND THEIR CLOSE RELATIONS. A "COVERED EMPLOYEE" MEANS ALL FACULTY MEMBERS (INCLUDING PART-TIME AND VISITING FACULTY), STAFF AND OTHER EMPLOYEES (SUCH AS POSTDOCTORAL SCHOLARS), AND STUDENTS (INCLUDING POSTDOCTORAL FELLOWS AND GRADUATE STUDENTS) EMPLOYED OR OTHERWISE ENGAGED BY THE UNIVERSITY. THE POLICY CONTINUES TO APPLY TO COVERED EMPLOYEES WHILE ON SABBATICAL OR OTHER LEAVES, WHILE VISITING OTHER INSTITUTIONS, AND WHILE CONSULTING WITH EXTERNAL ENTITIES. A "CLOSE RELATION" MEANS FAMILY MEMBERS (SPOUSES, DOMESTIC PARTNERS, SIBLINGS, PARENTS AND CHILDREN, GRANDPARENTS, GRANDCHILDREN, AND ANY INDIVIDUAL RELATED BY BLOOD OR AFFINITY WHOSE CLOSE ASSOCIATION WITH THE EMPLOYEE IS THE EQUIVALENT OF A FAMILY RELATIONSHIP) AND OTHER PERSONS WITH A PERSONAL RELATIONSHIP WITH A USC EMPLOYEE. EACH COVERED EMPLOYEE OWES PROFESSIONAL LOYALTY TO THE UNIVERSITY AND MUST BE ALERT TO THE POSSIBILITY THAT OUTSIDE OBLIGATIONS, FINANCIAL INTERESTS, EMPLOYMENT, AND CERTAIN FAMILY OR INTIMATE RELATIONSHIPS CAN AFFECT THAT COMMITMENT. THEREFORE, ALL COVERED EMPLOYEES ARE RESPONSIBLE FOR NOTIFYING THE OFFICE OF CULTURE, ETHICS AND COMPLIANCE WHETHER THEY, OR THEIR CLOSE RELATIONS, HAVE A CONFLICT OF INTEREST OR COMMITMENT COVERED BY THIS POLICY. BECAUSE NO POLICY CAN ANTICIPATE THE FULL RANGE OF OUTSIDE RELATIONSHIPS AND ACTIVITIES THAT MAY GIVE RISE TO CONFLICTS OF INTEREST OR COMMITMENT, COVERED EMPLOYEES MUST DISCLOSE ANY OUTSIDE RELATIONSHIP OR ACTIVITY THAT MAY GIVE THE APPEARANCE OF A CONFLICT AS SOON AS FEASIBLE AFTER DISCOVERY OF THE CONFLICT. THE UNIVERSITY MUST DETERMINE WHETHER A CONFLICT OF INTEREST AND/OR COMMITMENT IS MANAGEABLE BEFORE A COVERED EMPLOYEE IS ALLOWED TO UNDERTAKE THE ACTIVITY GIVING RISE TO THE CONFLICT. THE COVERED EMPLOYEE MUST COMPLY WITH ALL MEASURES PUT IN PLACE TO MANAGE, REDUCE, OR ELIMINATE CONFLICTS OF INTEREST. THIS INCLUDES ANY REQUIREMENT THAT THE COVERED EMPLOYEE PROVIDE A FOLLOW-UP DISCLOSURE AT A REASONABLE TIME INTERVAL TO PROVIDE AN UPDATE ON THE STATUS OF THE CONFLICT OF INTEREST OR COMMITMENT, AND HIS OR HER COMPLIANCE WITH THE MEASURES PUT IN PLACE TO MANAGE THE CONFLICT. ALL DISCLOSURES AS WELL AS DECISIONS ON HOW TO MANAGE THE CONFLICT SHOULD BE DOCUMENTED AND MAINTAINED BY THE PERSON OR COMMITTEE TO WHOM DISCLOSURE IS MADE, AS PROVIDED FOR IN THE POLICY. THE POLICY DOES NOT PRECLUDE THE SENIOR VICE PRESIDENT, PROVOST, OR DEAN, AS APPROPRIATE, FROM REQUIRING A COVERED EMPLOYEE TO PROVIDE ADDITIONAL CONFLICT OF INTEREST OR COMMITMENT INFORMATION OR TO DO SO ON A MORE FREQUENT BASIS (E.G., BI-ANNUALLY). IF A COVERED EMPLOYEE HAS ANY QUESTIONS ABOUT WHETHER AN OUTSIDE ACTIVITY MUST BE DISCLOSED, THE COVERED EMPLOYEE SHOULD CONSULT WITH HIS OR HER SUPERVISOR OR CONTACT THE OFFICE OF CULTURE, ETHICS AND COMPLIANCE FOR GUIDANCE. SUPERVISORS WHO BECOME AWARE THAT COVERED EMPLOYEES UNDER THEIR SUPERVISION HAVE CONFLICTS OF INTEREST OR COMMITMENT COVERED BY THIS POLICY ARE OBLIGATED TO ENSURE THAT THE CONFLICT IS APPROPRIATELY DISCLOSED. IN ADDITION TO THE PROCEDURES SET FORTH IN THE UNIVERSITY'S CONFLICT OF INTEREST AND COMMITMENT POLICY, USC'S PROCUREMENT SERVICES DEPARTMENT MAY IDENTIFY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR COMMITMENT IN THE COURSE OF PERFORMING ITS DUTIES. IN THE EVENT THAT PROCUREMENT SERVICES IDENTIFIES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR COMMITMENT, IT REQUIRES THE COVERED EMPLOYEE TO MAKE A DISCLOSURE UNDER CONFLICT OF INTEREST AND COMMITMENT POLICY AND VERIFIES THAT ALL ACTUAL CONFLICTS ARE MANAGED BEFORE PROCEEDING. DEPENDING UPON THE CONFLICT, PROCUREMENT SERVICES MAY ALSO REFER THE ISSUE TO THE SENIOR VICE PRESIDENT FOR ADMINISTRATION OR HIS OR HER DESIGNEE, FOR RESOLUTION. PROCUREMENT SERVICES MAY SUSPEND ANY FURTHER ACTION ON THE REQUEST THAT INITIATED THE DISCLOSURE UNTIL SUCH TIME AS THE CONFLICT IS MANAGED. FAILURE TO DISCLOSE AND MANAGE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UNDER THIS POLICY, INCLUDING THE EXPECTATIONS DETAILED ABOVE ABOUT WHAT AN INDIVIDUAL SHOULD OR SHOULD NOT DO, MAY BE CAUSE FOR DISCIPLINARY ACTION, WHICH MAY RESULT IN DISCIPLINE, UP THROUGH AND INCLUDING TERMINATION. FOR FACULTY, SUCH ACTION SHALL OBSERVE ALL PROVISIONS OF THE POLICIES PUBLISHED IN THE FACULTY HANDBOOK. ANY DISCIPLINARY ACTION AGAINST A FACULTY MEMBER OR NON-FACULTY EMPLOYEE UNDER THIS POLICY MUST TAKE INTO ACCOUNT THE SCALE OF THE OFFENSE, THE INDIVIDUAL'S INTENT, AND THE DEGREE OF WRONGDOING. THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST POLICY FOR MEMBERS OF THE BOARD OF TRUSTEES. IN GENERAL, THE POLICY REQUIRES THAT A TRUSTEE MUST AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN OR ADVANTAGE, OR TO OBTAIN A FAVORED STATUS FOR ANY SPECIAL GROUP, BUSINESS, OR FAMILY ENTITY WITH WHICH THE TRUSTEE IS AFFILIATED. THE POLICY APPLIES TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES. A TRUSTEE WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER LEAVING THE BOARD. IF A TRUSTEE BECOMES AWARE OF A FINANCIAL INTEREST THAT MAY BE MATERIAL, HE OR SHE IS REQUIRED TO IMMEDIATELY DISCLOSE THAT FINANCIAL INTEREST TO THE CHAIR OF THE BOARD. SUCH DISCLOSURE IS IN ADDITION TO THE REQUIRED ANNUAL DISCLOSURES. - AFTER CONDUCTING A REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, WHICH SHOULD INCLUDE AN ANALYSIS OF COMPARABLE ARRANGEMENTS OR TRANSACTIONS OR THE RECEIPT OF AN OPINION FROM AN EXPERT IN THE RELEVANT FIELD, THE BOARD SHOULD DETERMINE IN GOOD FAITH WHETHER USC COULD OBTAIN A MORE ADVANTAGEOUS FINANCIAL ARRANGEMENT OR TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IN ADDITION, THE BOARD SHOULD DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS, WITH KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE FINANCIAL ARRANGEMENT OR TRANSACTION AND THE TRUSTEE'S FINANCIAL INTEREST IN THE ARRANGEMENT OR TRANSACTION, WHETHER THE ARRANGEMENT OR TRANSACTION IS IN USC'S BEST INTEREST, FOR ITS OWN BENEFIT AND IS FAIR AND REASONABLE TO USC. THE BOARD SHOULD MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE ARRANGEMENT OR TRANSACTION IN CONFORMITY WITH SUCH DETERMINATION. - SHOULD THE BOARD APPROVE THE FINANCIAL ARRANGEMENT OR TRANSACTION IN QUESTION, THE TRUSTEE WHO HAS A CONFLICT OF INTEREST WILL BE REQUIRED TO ACT IN GOOD FAITH AND WITH FAIRNESS, AND TO REFRAIN FROM EXERTING UNDUE PRESSURE OR INFLUENCE. IN THE BOARD'S DISCRETION, IT MAY ALSO REQUIRE SUCH TRUSTEE TO BE SUBJECT TO THE OVERSIGHT OF A DISINTERESTED TRUSTEE. THIS POLICY HAS BEEN APPROVED BY THE BOARD.
FORM 990, PART VI, LINE 15:	THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT, OFFICERS AND KEY EMPLOYEES IS DETERMINED ANNUALLY USING THE SAFE HARBOR PROCESS DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6. NAMELY, A COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES TAKES THE FOLLOWING THREE STEPS: (1) IT ENSURES THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING REVIEWED, (2) IT LOOKS TO COMPARABILITY DATA AND SPECIALIZED COMPENSATION REPORTS (AND IN SOME CASES OPINIONS) PREPARED FOR THE UNIVERSITY BY INDEPENDENT COMPENSATION CONSULTANTS WITH RESPECT TO SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND (3) IT MAINTAINS A CONTEMPORANEOUS RECORD OF ITS DELIBERATIONS AND DECISIONS.
FORM 990, PART VI, LINE 19:	THE UNIVERSITY MAKES ITS BYLAWS, FINANCIAL STATEMENTS/ANNUAL REPORT, CONFLICT OF INTEREST IN PROFESSIONAL AND BUSINESS PRACTICES, AND CONFLICT OF INTEREST IN RESEARCH POLICIES AVAILABLE TO THE GENERAL PUBLIC ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART VII, SECTION A:	THE 2 HOURS NOTED FOR EACH TRUSTEE REPRESENTS A STANDARD ESTIMATE OF HOURS DEVOTED TO SERVING AS TRUSTEE. THE TITLE FOR ERIK BRINK IS INTERIM SENIOR VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER UNTIL 9/12/23 AND SENIOR VICE PRESIDENT, FINANCE AND CFO AS OF 9/13/23. THE TITLE FOR JOEL CURRAN IS SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER AS OF 7/1/23. THE TITLE FOR ANDREW T. GUZMAN IS PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS AS OF 7/1/23. THE TITLE FOR KYLE HENLEY WAS SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER UNTIL 4/28/23. THE TITLE FOR JOHN M. IINO IS TRUSTEE UNTIL 12/7/23 AND INTERIM ASSOCIATE SENIOR VICE PRESIDENT FOR ALUMNI RELATIONS AS OF 12/7/23. COMPENSATION REPORTED ON FORM 990, PART VII IS IN RESPECT OF IINO'S SERVICE AS AN EMPLOYEE OF USC, NOT IN HIS CAPACITY AS A TRUSTEE. THE TITLE FOR JAMES M. STATEN WAS SENIOR VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER UNTIL 1/20/23. THE TITLE FOR TRACEY VRANICH WAS INTERIM SENIOR VICE PRESIDENT, UNIVERSITY ADVANCEMENT UNTIL 1/31/23. THE TITLE FOR CHARLES F. ZUKOSKI WAS PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS UNTIL 12/31/22. THE TITLE FOR CAROLYN MELTZER, MD IS DEAN, KECK SCHOOL OF MEDICINE OF USC. THE TITLE FOR AMBER MILLER IS DEAN, USC DORNSIFE COLLEGE OF LETTERS, ARTS AND SCIENCES. THE TITLE FOR NARSING RAO, MD, WAS INTERIM DEAN, KECK SCHOOL OF MEDICINE OF USC UNTIL 6/30/21. THE TITLE FOR ELIZABETH GRADDY WAS INTERIM PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS UNTIL 6/30/23. THE TITLE FOR CHARLES HELTON WAS HEAD FOOTBALL COACH UNTIL 9/13/21. THE TITLE FOR GARETH JAMES WAS INTERIM DEAN, USC MARSHALL SCHOOL OF BUSINESS UNTIL 6/30/20. THE TITLE FOR LAURA MOSQUEDA WAS DEAN, KECK SCHOOL OF MEDICINE OF USC UNTIL 9/15/20; AND IS PROFESSOR OF FAMILY MEDICINE AND GERIATRICS, KECK SCHOOL OF MEDICINE OF USC AS OF 9/16/20. THE TITLE FOR CHRYSOSTOMOS L. NIKIAS WAS PRESIDENT UNTIL 8/7/18 AND PROFESSOR OF ENGINEERING AND CLASSICS. THE TITLE FOR GLENN OSAKI WAS SENIOR VICE PRESIDENT AND CHIEF COMMUNICATIONS OFFICER UNTIL 3/14/21 AND SENIOR ADVISOR, INTERNATIONAL MARKETING AND COMMUNICATIONS AS OF 3/15/21. THE TITLE FOR MICHAEL QUICK WAS PROVOST AND SENIOR VICE PRESIDENT, ACADEMIC AFFAIRS UNTIL 6/30/19.
FORM 990, PART XI, LINE 9:	SUBVENTION $(2,500,000) CHANGES IN FUNDING STATUS OF DEFINED BENEFIT PLAN 534,150 TOTAL PRESENT VALUE ADJUSTMENT TO ANNUITIES PAYABLE 4,426,949 NON-MANDATORY TRANSFER 17,509,496 TOTAL $19,970,595

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

UNIVERSITY OF SOUTHERN CALIFORNIA

Employer identification number

95-1642394

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) USC GATEWAY LLC UNIVERSITY GARDENS - UGB203 LOS ANGELES,CA90089 20-2108058	PROPERTY MGMT	CA	0	0	USC
(2) USC VERDUGO HILLS HOSPITAL LLC UNIVERSITY GARDENS - UGB203 LOS ANGELES,CA90089 80-0912056	ACUTE CARE	CA	0	0	USC

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?
(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	Yes	No
(1)ICT PRODUCTIONS INC C/O USC UGB203 LOS ANGELES,CA90089 95-4843260	EDUC. MEDIA	CA	501(C)(3)	12A	USC	Yes
(2)DAVID X MARKS FOUNDATION C/O USC UGB203 LOS ANGELES,CA90089 95-6034304	USC SUPPORT	CA	501(C)(3)	12A	USC	Yes
(3)USC CARE MEDICAL GROUP INC 1510 SAN PABLO ST SUITE 649 LOS ANGELES,CA90033 95-4540991	MANAGED CARE	CA	501(C)(3)	10	USC HEALTH	Yes
(4)SURVIVORS OF SHOAH VISUAL HISTORY FDN C/O USC 650 W 35TH ST LOS ANGELES,CA90089 95-4474965	EDUC. MEDIA	CA	501(C)(3)	7	USC	Yes
(5)PACIFIC-12 CONFERENCE 1350 TREAT BOULEVARD WALNUT CREEK,CA94597 94-1459048	USC SUPPORT	CA	501(C)(3)	12A	NA		No
(6)THE ASC TRUST AT USC C/O R FOX 1500 MARKET STREET PHILADELPHIA,PA19102 77-6216147	USC SUPPORT	PA	501(C)(3)	12D	NA		No
(7)USC VERDUGO HILLS HOSPITAL FOUNDATION 1812 VERDUGO BLVD GLENDALE,CA91208 95-3247823	USC SUPPORT	CA	501(C)(3)	12A	VHH	Yes
(8)NAT'L HLTHCRE RESEARCH & EDUC FINANCE CO 1445 ROSS AVENUE STE 3800 DALLAS,TX75202 31-1707979	USC SUPPORT	TX	501(C)(3)	12C	NA		No
(9)ALBEDO INSURANCE COMPANY IC UNIVERSITY GARDENS UGB203 LOS ANGELES,CA90089 85-1454978	USC SUPPORT	VT	501(C)(3)	12A	USC	Yes
(10)USC CAPTIVE INSURANCE COMPANY UNIVERSITY GARDENS UGB203 LOS ANGELES,CA90089 85-1454519	USC SUPPORT	VT	501(C)(3)	12A	USC	Yes
(11)GENERAL LIABILITY DEFENSE IC UNIVERSITY GARDENS UGB203 LOS ANGELES,CA90089 85-1472543	USC SUPPORT	VT	501(C)(3)	12A	USC	Yes
(12)USC HEALTH SYSTEM 1510 SAN PABLO STREET LOS ANGELES,CA90089 85-0666499	USC SUPPORT	CA	501(C)(3)	12A	USC	Yes
(13)KECK MEDICAL CENTER OF USC 1510 SAN PABLO STREET LOS ANGELES,CA90033 85-1644866	HOSPITAL	CA	501(C)(3)	3	USC HEALTH	Yes
(14)USC VERDUGO HILLS HOSPITAL 1812 VERDUGO BOULEVARD GLENDALE,CA91208 85-1634852	HOSPITAL	CA	501(C)(3)	3	USC HEALTH	Yes
(15)USC ARCADIA HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA,CA91007 95-1643336	HOSPITAL	CA	501(C)(3)	3	USC HEALTH	Yes
(16)USC ARCADIA HOSPITAL FOUNDATION 300 WEST HUNTINGTON DRIVE ARCADIA,CA91007 95-3407027	FUNDRAISING	CA	501(C)(3)	7	USCAH	Yes
(17)ALDERSGATE MEDICAL SERVICES 300 WEST HUNTINGTON DRIVE ARCADIA,CA91007 95-3702057	SUPPORT ORG	CA	501(C)(3)	12A	USCAH	Yes
(18)WOMEN'S AUXILIARY OF METHODIST HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA,CA91007 95-4123357	HEALTHCARE	CA	501(C)(3)	12D	NA		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) HM FUND II LP 150 EAST 58TH STREET 33RD FL NEW YORK,NY10155 87-1030738	INVESTMENTS	NY	USC	RELATED	-22,518	10,014,389		No	0		No	66.456 %
(2) STRIPES V MEADOWS CO-INVEST LP 40 10TH AVE 5TH FLOOR NEW YORK,NY10014 86-2543648	INVESTMENTS	NY	USC	RELATED	444,391	5,507,586		No	0		No	53.247 %
(3) CHATEAU LATOUR SPVI LLC 1501 COLORADO AVENUE STE B SANTA MONICA,CA90404 87-0998362	INVESTMENTS	CA	USC	RELATED	-31,237	8,048,763		No	0		No	88.888 %
(4) RF-PUMA CO-INVEST LP 1316 ADAMS STREET SUITE 400 NASHVILLE,TN37208 92-3342416	INVESTMENTS	TN	USC	RELATED	-150,182	8,241,660		No	0		No	57.895 %

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?
(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	Yes	No
(1) MAY ROBERTS DEWRIGHT TRUST UNIVERSITY GARDENS - UGB203 LOS ANGELES,CA900898003 95-6284845	USC SUPPORT	CA	USC	T	915,392	8,169,595	100.000 %	Yes
(2) INTEGRATED DIGITAL ASSET CORPORATION UNIVERSITY GARDENS - UGB203 LOS ANGELES,CA900898003 95-4680904	3RD PARTY CON	CA	USC	C	0	0	100.000 %	Yes
(3) CHARITABLE REMAINDER TRUST (346)	FUNDRAISING	CA	USC	T				Yes
(4) POOLED INCOME FUND (1)	FUNDRAISING	CA	USC	T				Yes
(5) CHARITABLE REMAINDER TRUST (1)	INVESTMENT	CA	USCAHF	T				Yes

Schedule R (Form 990) 2023

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

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 .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

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) USC CARE MEDICAL GROUP INC	P	7,944,344	FMV
(2) USC CARE MEDICAL GROUP INC	M	2,389,680	FMV
(3) KECK MEDICAL CENTER OF USC	P	78,632,026	FMV
(4) KECK MEDICAL CENTER OF USC	R	18,306,230	FMV
(5) KECK MEDICAL CENTER OF USC	M	10,570,739	FMV
(6) USC VERDUGO HILLS HOSPITAL	P	3,773,275	FMV
(7) USC VERDUGO HILLS HOSPITAL	M	2,530,982	FMV
(8) Albedo Insurance Company IC	Q	50,962,768	FMV
(9) DAVID X MARKS FOUNDATION	C	1,671,582	FMV
(10) MAY ROBERTS DEWRIGHT TRUST	A	1,069,465	FMV
(11) MAY ROBERTS DEWRIGHT TRUST	C	914,304	FMV
(12) USC ARCADIA HOSPITAL	P	27,291,756	FMV
(13) USC HEALTH SYSTEM	B	1,081,313	FMV
(14) USC HEALTH SYSTEM	p	10,941,498	FMV
(15) USC HEALTH SYSTEM	p	10,203,000	FMV

Schedule R (Form 990) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
PART IV, LINE 4, COLUMN (C)	THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, FL, GA, HI, IN, MA, NV, PA, AND WA.
PART V	USC MAY SHARE FACILITIES, EQUIPMENT, MAILING LISTS, OR OTHER ASSETS WITH ITS TAX-EXEMPT AFFILIATES, THE VALUE OF WHICH HAS NOT BEEN QUANTIFIED.

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No