SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBulletGo to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047
2017
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 USC
 
(2) USC VERDUGO HILLS HOSPITAL LLC
UNIVERSITY GARDENS - UGB205
LOS ANGELES,CA90089
80-0912056 		ACUTE CARE CA   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?
Yes No
(1)AE MANN INSTIT FOR BIOMEDICAL ENGINEER
c/o USC UGB203

LOS ANGELES,CA90089
95-4684347 		BIOMEDICAL DE 501(C)(3) 12A NA
 
 
No
(2)ICT PRODUCTIONS INC
C/O USC UGB203

LOS ANGELES,CA90089
95-4843260 		EDUC. MEDIA CA 501(C)(3) 12A USC
 
Yes
 
(3)LORD FOUNDATION OF CALIFORNIA
C/O USC UGB203

LOS ANGELES,CA90089
95-3168340 		USC SUPPORT CA 501(C)(3) 12A USC
 
Yes
 
(4)DAVID X MARKS FOUNDATION
C/O USC UGB203

LOS ANGELES,CA90089
95-6034304 		USC SUPPORT CA 501(C)(3) 12A USC
 
Yes
 
(5)USC CARE MEDICAL GROUP INC
1510 SAN PABLO ST SUITE 649

LOS ANGELES,CA90033
95-4540991 		MANAGED CARE CA 501(C)(3) 10 USC
 
Yes
 
(6)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
 
(7)PACIFIC-12 CONFERENCE
1350 TREAT BOULEVARD

WALNUT CREEK,CA94597
94-1459048 		USC SUPPORT CA 501(C)(3) 12A NA
 
 
No
(8)CLASSICAL PUBLIC RADIO NETWORK LLC
7409 SOUTH ALTON COURT

CENTENNIAL,CO80112
84-1474681 		EDUC. MEDIA CO 501(C)(3) 12A USC
 
Yes
 
(9)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
(10)USC VERDUGO HILLS HOSPITAL FOUNDATION
1812 VERDUGO BLVD

GLENDALE,CA91208
95-3247823 		USC SUPPORT CA 501(C)(3) 12A USC
 
Yes
 
(11)NAT'L HLTHCRE RESEARCH & EDUC FINANCE CO
1445 ROSS AVENUE STE 3800

DALLAS,TX75202
31-1707979 		USC SUPPORT TX 501(C)(3) 12 NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2017
Page 2
Schedule R (Form 990) 2017
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) USCSCA SURGICAL HOLDINGS LLC

1510 SAN PABLO ST
LOS ANGELES,CA90033
 HOLDING COMPANY CA USC
  		Related         0 Yes   51.000 %
(2) LAZARD EMERGING MARKETS INST

20 TRAFALGAR SQ STE 449
NASHUA,NH03063
20-8047848 		INVESTMENTS NH USC
  		Related 1,911,474 50,910,967     0   No 88.850 %
(3) WELLINGTON TRUST COMPANY NA CTF REAL TO

200 CONGRESS STREET
BOSTON,MA02210
46-3970058 		INVESTMENTS MA USC
  		Related 3,324,052 30,733,367     0   No 100.000 %
(4) LARDAS HOLDINGS LLC

863 BUNGALOW DRIVE
EL SEGUNDO,CA90245
47-2640552 		INVESTMENTS CA USC
  		RELATED 39,455 1,972,115     0   No 99.000 %






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

UNIVERSITY GARDENS - UGB203
LOS ANGELES,CA900898003
95-6284845 		USC SUPPORT CA USC
  		T 906,063 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 (237)

SEE PART VII FOR COLUMN C
SEE PART VII,CA90089
 FUNDRAISING   USC
  		T       Yes  
(4) POOLED INCOME FUND (1)

 
 
FUNDRAISING CA USC
  		T       Yes  






Schedule R (Form 990) 2017
Page 3
Schedule R (Form 990) 2017
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) LORD FOUNDATION OF CALIFORNIA

 S 13,376,952 FMV
(2) LORD FOUNDATION OF CALIFORNIA

 C 2,200,000 FMV
(3) USC CARE MEDICAL GROUP INC

 Q 331,295,301 FMV
(4) MAY ROBERTS DEWRIGHT TRUST

 S 1,673,393 FMV
(5) MAY ROBERTS DEWRIGHT TRUST

 C 835,918 FMV
(6) DAVID X MARKS FOUNDATION

 C 1,534,000 FMV
(7) LAZARD EMERGING MARKETS INST TRUST

 P 464,258 FMV
(8) LAZARD EMERGING MARKETS INST TRUST

 R 1,188,638 FMV
(9) LAZARD EMERGING MARKETS INST TRUST

 S 1,709,370 FMV
(10) WELLINGTON TRST CO CTF REAL TOTAL RTRN PORTFO

 P 137,445 FMV
(11) WELLINGTON TRST CO CTF REAL TOTAL RTRN PORTFO

 R 429,413 FMV
(12) CLASSICAL PUBLIC RADIO LLC

 C 402,269 BOOK
Schedule R (Form 990) 2017
Page 4
Schedule R (Form 990) 2017
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) 2017
Page 5
Schedule R (Form 990) 2017
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, HI, IL, IN, NV, NY, NC, PA, AND WA.
Schedule R (Form 990) 2017

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