Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and 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
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) THOMAS JACKIEWICZ EMPLOYEE HOUSING LOAN   X 700,000 280,000   No Yes   Yes  
(2) THOMAS JACKIEWICZ EMPLOYEE HOUSING LOAN   X 800,000 724,193   No Yes   Yes  
(3) STEVE KAY EMPLOYEE HOUSING LOAN   X 500,000 450,000   No Yes   Yes  
(4) STEVE KAY EMPLOYEE HOUSING LOAN   X 500,000 481,473   No Yes   Yes  
(5) AMBER MILLER EMPLOYEE HOUSING LOAN   X 500,000 450,000   No Yes   Yes  
(6) AMBER MILLER EMPLOYEE HOUSING LOAN   X 500,000 477,209   No Yes   Yes  
(7) CARMEN PULIAFITO MD EMPLOYEE HOUSING LOAN   X 800,000 570,435   No Yes   Yes  
(8) MICHAEL QUICK EMPLOYEE HOUSING LOAN   X 450,000 90,000   No Yes   Yes  
(9) JAMES STATEN EMPLOYEE HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(10) JAMES STATEN EMPLOYEE HOUSING LOAN   X 1,000,000 800,000   No Yes   Yes  
(11) TGM INVESTMENTS LLC TRUSTEE TRUSTEE LOAN X   17,500,000 17,500,000   No   No Yes  
Total ...............Small Bullet $ 22,823,310
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CHRISTOPHER B ALLEN SON-IN-LAW OF TRUSTEE 157,870 USC EMPLOYEE   No
(2) ADLEY CHAN SON OF TRUSTEE 106,814 USC EMPLOYEE   No
(3) DIANA MEKEL SISTER-IN-LAW OF OFFICER 66,957 USC EMPLOYEE   No
(4) NIKI C NIKIAS SPOUSE OF OFFICER 154,163 USC EMPLOYEE   No
(5) CAROL PEDEN MD SPOUSE OF OFFICER 268,384 USC EMPLOYEE   No
(6) JANET PINE MD SPOUSE OF KEY EMPLOYEE 150,400 USC EMPLOYEE   No
(7) QUINN GROUP INC TRUSTEE IS OWNER 137,090 EQUIPMENT PURCHASE AND SERVICE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2017


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