UNIVERSITY OF CHICAGO: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CHICAGO (EIN 36-2177139)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202321329349307887
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T20:41:00+00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362177139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Chicago | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7738345819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S Drexel Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEE HE KIM | PersonNm |
| Person Title | ASSOCIATE VP FOR FINANCE | PersonTitleTxt |
| Phone | 7738345819 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEE HE | PersonFirstNm |
| Person Last | KIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL ALIVISATOS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 S ELLIS AVENUE | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,456,813,212 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCHICAGO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 26838 | TotalEmployeeCnt |
| Total Volunteers | 9703 | TotalVolunteersCnt |
| Total Gross UBI | $4,737,117 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $466,158 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,873,493,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,192,372,791 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,747,617,364 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,793,229,141 | CYProgramServiceRevenueAmt |
| PY Investment Income | $520,954,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $547,341,286 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,246,714 | PYOtherRevenueAmt |
| CY Other Revenue | $80,888,754 | CYOtherRevenueAmt |
| PY Total Revenue | $4,208,313,004 | PYTotalRevenueAmt |
| CY Total Revenue | $4,613,831,972 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $614,211,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $657,333,388 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,218,440,244 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,490,888,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $59,420 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $386,261 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $61,516,519 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $929,271,733 | PYOtherExpensesAmt |
| CY Other Expenses | $1,275,879,022 | CYOtherExpensesAmt |
| PY Total Expenses | $3,761,982,970 | PYTotalExpensesAmt |
| CY Total Expenses | $4,424,487,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $446,330,034 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $189,344,854 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,615,348,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,408,247,538 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,813,391,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,809,316,020 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,801,956,963 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,598,931,518 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,428,598,388 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,171,553,579 | RevenueAmt |
| Desc | Instruction: In 2021-2022, the University enrolled 18,856 students; of that total, 7,550 were undergraduate students in the college (the University's undergraduate school), 4,673 were graduate students, 6,182 were students in the University's professional schools and 451 were non-degree students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,180,992,776 | ExpenseAmt |
| Grant | $80,784,045 | GrantAmt |
| Revenue | $456,715,688 | RevenueAmt |
| Desc | Research: University of Chicago faculty cross traditional disciplinary boundaries to transform understandings in business, economics, history, law, literature, religion, physics, chemistry and biology and medicine, among other fields. In pursuit of these research endeavors, during fiscal year 2021-2022 the University was awarded a total of $641 million in research funding from federal agencies, non-federal government entities, corporations, foundations, and other sources. This fiscal year $477 million was expended from federal government sponsors of research, with the U.S. Department of Health and Human Services and the National Science Foundation providing the largest amounts of funding. Corporate research sponsorship awards totaled $88.0 million, followed by Foundation research sponsorship of $57.7 million. The University also conducts scientific research in collaboration with Argonne National Laboratory, owned by the United States Government and operated by the University through a disregarded entity, under the terms of a cost reimbursement contract with the U.S. Department of Energy. Argonne is a multi-purpose science laboratory with a $1,113.7 million annual budget and approximately 4,370 employees. Program Service research expenditures were $717.5 million and are included in the research program service expense amount, as is required for a disregarded entity. In addition, Fermi Research Alliance, LLC, an entity jointly owned by the University and Universities Research Association Inc., operates Fermi National Accelerator Laboratory ("Fermilab") for the U.S. Department of Energy. Fermilab is the nation's preeminent center for high-energy physics and an international center for scientific research in elementary particle physics and astrophysics. Fermilab has a $600.2 million annual budget and approximately 1,970 employees. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $570,048,333 | ExpenseAmt |
| Grant | $570,048,333 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Scholarships & Fellowships: The University is a need blind institution with an extensive financial aid program which is designed to enable the most qualified students to attend the University regardless of their financial circumstances. For the 2021-2022 academic year, approximately 53% of all students in the College received a total of $180.2 million of financial aid in the form of grants and scholarships. University-wide expenditures for scholarships and fellowships amounted to $570.0 million. Of this amount, approximately $424.5 million was provided from unrestricted funds; the remaining $145.5 million came from restricted sources. Approximately 18% of students in the College (the University's undergraduate college) currently receive Odyssey Scholarships. The Odyssey Scholarships provide increased access by providing scholarship support for first generation students and students with family incomes typically below $125,000. The Odyssey Scholarship also provides funds for other educational opportunities like study abroad and providing a paid internship after the student's first year in the College. In October 2014, The University launched the No Barriers Program to eliminate the student loan requirement from all undergraduate, need-based financial aid packages. The loans were replaced by the University with direct grants. Beginning with the class of 2023, the University's Empower initiative will provide a grant/scholarship award guaranteed to cover full-tuition for families earning less than $125,000 and full-tuition, fees and room and board for families earning less than $60,000. In 2019, the University announced a new funding model for doctoral students. All students are guaranteed full tuition support, paid health insurance and an annual stipend of at least $31,000, beginning with students enrolling in 2020-2021. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $473,647,610 | ExpenseAmt |
| Grant | $6,501,010 | GrantAmt |
| Revenue | $226,323,697 | RevenueAmt |
| Desc | The other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of Plant | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $473,647,610 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,501,010 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $226,323,697 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,653,287,107 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 25457 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26838 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | BG | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | FI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEE HE KIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7738345819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S DREXEL AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Paul Alivisatos | ||||||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $547,237 | $0 | $230,554 | ||||
| ROBERT J ZIMMER | ||||||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $3,405,394 | $0 | $408,547 | 16.0 | |||
| ALVARO J SAIEH | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| ANDREW M ALPER | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| ANDREW M ROSENFIELD | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| Antonio J Gracias | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| ASHLEY D JOYCE | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| BRADY W DOUGAN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| BRETT J HART | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| BRIEN M O'BRIEN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| BYRON D TROTT | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DANIEL L DOCTOROFF | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID B BROOKS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID G BOOTH | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID M RUBENSTEIN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DEBRA A CAFARO | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DENNIS J KELLER | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| DONALD R WILSON JR | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| EMILY NICKLIN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| EMMANUEL ROMAN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| FRANCIS TF YUEN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| FRANK A BAKER II | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| GREGORY W WENDT | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| GURU RAMAKRISHNAN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| HILARIE KOPLOW-MCADAMS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES M KILTS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JAMES S CROWN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| Jason J Tyler | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN A EDWARDSON | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN LIEW | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN W ROGERS JR | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| JOSEPH NEUBAUER | ||||||||||
| CHAIRMAN OF THE BOARD | 18.0 | Yes (X) | $0 | $0 | $0 | |||||
| KAREN L KATEN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH C GRIFFIN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH M JACOBS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| MARY A TOLAN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| MARY LOUISE GORNO | ||||||||||
| VICE CHAIR OF THE BOARD | 18.0 | Yes (X) | $0 | $0 | $0 | |||||
| MICHAEL J KLINGENSMITH | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| MICHAEL P POLSKY | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| MYRTLE S POTTER | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| NASSEF O SAWIRIS | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| PAUL G YOVOVICH | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| RACHEL D KOHLER | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| RIKA MANSUETO | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| RODNEY L GOLDSTEIN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| SANFORD J GROSSMAN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| SATYA NADELLA | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| STEVE G STEVANOVICH | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| STEVEN A KERSTEN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| TANDEAN RUSTANDY | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS A COLE | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS F DUNN | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS J PRITZKER | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| ANDY WARD | ||||||||||
| VP AND CHIEF INVEST. OFFICER | 40.0 | Yes (X) | $132,459 | $0 | $16,228 | |||||
| BRETT PADGETT | ||||||||||
| Interim VP & CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $497,643 | $0 | $56,721 | |||||
| CATHERINE CALLOW-WRIGHT | ||||||||||
| VP & SECRETARY OF THE UNIVERSITY | 40.0 | Yes (X) | $761,429 | $0 | $57,180 | 14.0 | ||||
| DEREK DOUGLAS | ||||||||||
| VP CIVIC ENGAGEMENT | 40.0 | Yes (X) | $908,824 | $0 | $95,390 | 4.0 | ||||
| JAMES G NONDORF | ||||||||||
| VP ENROLL. & STUDENT ADV. | 40.0 | Yes (X) | $825,283 | $0 | $37,541 | |||||
| JUAN DE PABLO | ||||||||||
| VP FOR NATIONAL LABORATORIES | 40.0 | Yes (X) | $922,389 | $0 | $103,855 | 4.0 | ||||
| KA YEE LEE | ||||||||||
| PROVOST | 40.0 | Yes (X) | $792,635 | $0 | $128,127 | 4.0 | ||||
| KENNETH S POLONSKY | ||||||||||
| EXEC. VP MEDICAL AFFAIRS | 40.0 | Yes (X) | $2,846,136 | $0 | $428,179 | 20.0 | ||||
| KIMBERLY TAYLOR | ||||||||||
| VP & GENERAL COUNSEL | 40.0 | Yes (X) | $892,391 | $0 | $98,411 | 8.0 | ||||
| LORI BERKO | ||||||||||
| Secretary | 40.0 | Yes (X) | $361,186 | $0 | $36,925 | |||||
| MARYFRANCES MCCOURT | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $0 | $0 | $0 | 5.0 | ||||
| MICHELE RASMUSSEN | ||||||||||
| DEAN OF STUDENTS | 40.0 | Yes (X) | $411,654 | $0 | $34,113 | |||||
| PATRICK O'HARA | ||||||||||
| INTERIM CHIEF INVESTMENT OFFICER | 40.0 | Yes (X) | $1,493,148 | $0 | $51,139 | |||||
| PAUL RAND | ||||||||||
| VP COMMUNICATIONS | 40.0 | Yes (X) | $589,790 | $0 | $57,694 | |||||
| SHARON MARINE | ||||||||||
| VP ALUMNI RELATIONS & DEVL. | 40.0 | Yes (X) | $790,331 | $0 | $36,905 | |||||
| MADHAV RAJAN | ||||||||||
| DEAN BOOTH SCHOOL OF BUSINESS | 40.0 | $1,059,094 | $0 | $23,229 | Yes (X) | |||||
| DAVID BARCLAY | ||||||||||
| CHIEF OPERATING OFFICER CRSP | 40.0 | $2,265,825 | $0 | $12,703 | Yes (X) | |||||
| JOANNA RUPP | ||||||||||
| Managing Director Private Equity | 40.0 | $1,507,725 | $0 | $67,974 | Yes (X) | |||||
| LUCA VRICELLA | ||||||||||
| Professor of Surgery | 40.0 | $1,728,709 | $0 | $55,132 | Yes (X) | |||||
| STEPHEN G WEBER | ||||||||||
| Chief Medical Officer | 40.0 | $2,100,916 | $0 | $52,587 | Yes (X) | |||||
| VALLUVAN JEEVANANDAM | ||||||||||
| CHIEF CARDIAC & THORACIC SURG. | 40.0 | $1,824,929 | $0 | $43,630 | Yes (X) | |||||
| IVAN SAMSTEIN | ||||||||||
| VP & CHIEF FINANCIAL OFFICER | 40.0 | $435,967 | $418,959 | $125,085 | 7.0 | Yes (X) | ||||
| JOHN R KROLL | ||||||||||
| AVP FINANCE | 40.0 | $283,498 | $0 | $37,315 | 0.0 | Yes (X) | ||||
| MARK A SCHMID | ||||||||||
| VP AND CHIEF INVEST. OFFICER | 40.0 | $5,195,434 | $0 | $39,902 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $32,580,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $418,959 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,335,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5756 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT MANAGEMENT CO | |||||
| 100 HAMILTON AVENUE SUITE 400 | PALO ALTO | CA | 94301 | FOOD SERVICES | $15,754,975 |
| AMERICAN BUILDING MAINTENANCE | |||||
| 180 N LASALLE STREET | CHICAGO | IL | 60601 | FACILITY MAINTENANCE | $13,773,145 |
| CHARTWELLS DINING SERVICES | |||||
| 2 International Drive | Rye Brook | NY | 10573 | FOOD SERVICES | $7,399,271 |
| BERGLUND CONSTRUCTION CO | |||||
| 8410 S South Chicago Ave | CHICAGO | IL | 60617 | CONSTRUCTION & RELATED SERVICES | $5,720,755 |
| TURNER CONSTRUCTION CO | |||||
| 55 E MONROE ST SUITE 1430 | CHICAGO | IL | 60603 | CONSTRUCTION & RELATED SERVICES | $4,843,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1529 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,511,051 | FundraisingAmt |
| Related Organizations | $71,750,000 | RelatedOrganizationsAmt |
| Government Grants | $1,580,896,870 | GovernmentGrantsAmt |
| All Other Contributions | $537,214,870 | AllOtherContributionsAmt |
| Noncash Contributions | $78,588,346 | NoncashContributionsAmt |
| Total Contributions | $2,192,372,791 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611310 | $1,171,553,579 | $1,171,553,579 |
| Sales & Services Edu | 611310 | $456,715,688 | $456,715,688 |
| Sales & Services Aux | 611710 | $112,886,101 | $112,886,101 |
| Fees from Govt Agencies | 900099 | $52,073,773 | $52,073,773 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,793,229,141 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,249,640 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $466,158 | UnrelatedBusinessRevenueAmt |
| Exclusion | $110,783,482 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,297,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,800,652 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $15,497,138 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,270,685,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,840,010,018 | SecuritiesAmt |
| Other | -$5,416,664 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $430,674,982 | SecuritiesAmt |
| Other | $5,416,664 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,091,646 | TotalRevenueColumnAmt |
| Exclusion | $436,091,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,095 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,511,051 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $386,261 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$243,166 | TotalRevenueColumnAmt |
| Exclusion | -$243,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $53,506,250 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,001,625 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,504,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,504,625 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Conferences and Catering | 722320 | $3,012,444 | $3,012,444 | |
| Actuarial Adjustment | 900099 | $9,691,170 | $9,691,170 | |
| Press | 511130 | $1,258,515 | $1,258,515 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,367,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,367,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,329,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,613,831,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,854,592,964 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,737,117 | UnrelatedBusinessRevenueAmt |
| Exclusion | $562,129,100 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,425,366 | TotalAmt |
| Program Services | $74,425,366 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,201,024 | TotalAmt |
| Program Services | $561,201,024 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,706,998 | TotalAmt |
| Program Services | $21,706,998 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,961,066 | TotalAmt |
| Management And General | $20,170,735 | ManagementAndGeneralAmt |
| Fundraising | $790,331 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991,441,146 | TotalAmt |
| Program Services | $1,647,674,254 | ProgramServicesAmt |
| Management And General | $305,721,106 | ManagementAndGeneralAmt |
| Fundraising | $38,045,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,317,135 | TotalAmt |
| Program Services | $100,178,626 | ProgramServicesAmt |
| Management And General | $60,926,509 | ManagementAndGeneralAmt |
| Fundraising | $3,212,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,781,568 | TotalAmt |
| Program Services | $152,395,917 | ProgramServicesAmt |
| Management And General | $43,760,277 | ManagementAndGeneralAmt |
| Fundraising | $4,625,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,387,532 | TotalAmt |
| Program Services | $64,419,936 | ProgramServicesAmt |
| Management And General | $46,902,118 | ManagementAndGeneralAmt |
| Fundraising | $2,065,478 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,059,103 | TotalAmt |
| Program Services | $36,873,182 | ProgramServicesAmt |
| Management And General | $5,105,866 | ManagementAndGeneralAmt |
| Fundraising | $1,080,055 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,389,963 | TotalAmt |
| Program Services | $113,428 | ProgramServicesAmt |
| Management And General | $9,276,535 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,756 | TotalAmt |
| Management And General | $2,686,756 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Management And General | $3,600 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,261 | TotalAmt |
| Fundraising | $386,261 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,023,715 | TotalAmt |
| Program Services | $6,023,715 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,575,043 | TotalAmt |
| Program Services | $188,062,520 | ProgramServicesAmt |
| Management And General | $58,512,523 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,757,981 | TotalAmt |
| Program Services | $8,750,182 | ProgramServicesAmt |
| Management And General | $7,799 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,704,268 | TotalAmt |
| Program Services | $212,303,035 | ProgramServicesAmt |
| Management And General | $48,814,709 | ManagementAndGeneralAmt |
| Fundraising | $3,586,524 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,638,343 | TotalAmt |
| Program Services | $39,837,161 | ProgramServicesAmt |
| Management And General | $25,057,084 | ManagementAndGeneralAmt |
| Fundraising | $744,098 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,741,973 | TotalAmt |
| Program Services | $10,652,823 | ProgramServicesAmt |
| Management And General | $89,150 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,738,239 | TotalAmt |
| Program Services | $86,656,410 | ProgramServicesAmt |
| Management And General | $15,136,530 | ManagementAndGeneralAmt |
| Fundraising | $945,299 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,098,405 | TotalAmt |
| Program Services | $19,686,390 | ProgramServicesAmt |
| Management And General | $2,901,900 | ManagementAndGeneralAmt |
| Fundraising | $510,115 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,568,534 | TotalAmt |
| Program Services | $26,627,638 | ProgramServicesAmt |
| Management And General | $4,214,793 | ManagementAndGeneralAmt |
| Fundraising | $726,103 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,939,341 | TotalAmt |
| Program Services | $152,939,341 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,041,739 | TotalAmt |
| Management And General | $7,041,739 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,678,474 | TotalAmt |
| Program Services | $208,678,474 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$260,412 | TotalAmt |
| Program Services | -$155,961 | ProgramServicesAmt |
| Management And General | -$103,043 | ManagementAndGeneralAmt |
| Fundraising | -$1,408 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Actuarial Adjustments | -$152,508,626 | -$152,508,626 | ||
| Support Services | -$6,854,793 | -$5,909,855 | -$766,625 | -$178,313 |
| Equipment Rental & Maintenance | $118,675,856 | $99,488,751 | $18,282,411 | $904,694 |
| Alterations & Repairs | $23,604,573 | $18,412,609 | $4,749,767 | $442,197 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,576,947 | TotalAmt |
| Program Services | $74,753,769 | ProgramServicesAmt |
| Management And General | $31,191,253 | ManagementAndGeneralAmt |
| Fundraising | $3,631,925 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,424,487,118 | TotalAmt |
| Program Services | $3,653,287,107 | ProgramServicesAmt |
| Management And General | $709,683,492 | ManagementAndGeneralAmt |
| Fundraising | $61,516,519 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,505,267 | BOYAmt |
| EOY | $64,149,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,207,901 | BOYAmt |
| EOY | $153,723,805 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,486,564 | BOYAmt |
| EOY | $1,384,938,361 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,717,979 | BOYAmt |
| EOY | $76,593,098 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,000 | BOYAmt |
| EOY | $1,010,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,293,747 | BOYAmt |
| EOY | $65,292,840 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,097,618 | BOYAmt |
| EOY | $2,869,421 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,000,686 | BOYAmt |
| EOY | $178,487,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,110,050,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,940,291,614 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,205,947,409 | BOYAmt |
| EOY | $3,169,758,689 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,884,748,282 | BOYAmt |
| EOY | $3,118,319,757 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,228,989,217 | BOYAmt |
| EOY | $5,974,756,958 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,083,774 | BOYAmt |
| EOY | $218,347,703 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,615,348,444 | BOYAmt |
| EOY | $14,408,247,538 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,474,031 | BOYAmt |
| EOY | $646,404,989 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,461,319 | BOYAmt |
| EOY | $293,940,311 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,239,328 | BOYAmt |
| EOY | $1,683,120,038 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,964,265 | BOYAmt |
| EOY | $39,825,724 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,209,764 | BOYAmt |
| EOY | $2,595,922,730 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,042,774 | BOYAmt |
| EOY | $550,102,228 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,391,481 | BOYAmt |
| EOY | $5,809,316,020 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,408,097,031 | BOYAmt |
| EOY | $919,021,718 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,393,859,932 | BOYAmt |
| EOY | $7,679,909,800 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,801,956,963 | BOYAmt |
| EOY | $8,598,931,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,615,348,444 | BOYAmt |
| EOY | $14,408,247,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $189,344,854 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,392,370,299 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,569,030,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,445,344,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,727,925,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,873,493,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,192,372,792 | CurrentTaxYearAmt |
| Total | $9,808,166,771 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,569,030,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,445,344,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,727,925,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,873,493,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,192,372,792 | CurrentTaxYearAmt |
| Total | $9,808,166,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $56,859,937 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,751,306,834 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,863,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,751,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,082,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,029,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,280,620 | CurrentTaxYearAmt |
| Total | $511,007,010 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,369,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $466,158 | CurrentTaxYearAmt |
| Total | $3,994,898 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,469,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,145,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,672,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,015,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,563,170 | CurrentTaxYearAmt |
| Total | $252,866,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,576,035,242 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,386,312,018 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9269 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II SCHEDULE A, PART II | THE UNIVERSITY OF CHICAGO IS A SCHOOL; HOWEVER IN ORDER TO USE THE SPECIAL USE ON SCHEDULE B FOR A 501(C)(3) ORGANIZATION, IT IS NECESSARY TO COMPLETE SCHEDULE A, PART II TO DEMONSTRATE THAT THE UNIVERSITY MEETS THE 33 1/3% PUBLIC SUPPORT TEST. THEREFORE THE UNIVERSITY IS CLASSIFIED IN PART I LINE 7 AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENT UNIT OR FROM THE GENERAL PUBLIC. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - SALE OF INVENTORY, COLUMN A - 43147380.0, COLUMN B - 39333310.0, COLUMN C - 36408650.0, COLUMN D - 38867169.0, COLUMN E - 45504625.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - ACTUARIAL ADJUSTMENT, COLUMN A - 1465662.0, COLUMN B - 2518280.0, COLUMN C - 3367210.0, COLUMN D - 5624268.0, COLUMN E - 9691169.0, COLUMN F - 22666589.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 4856801.0, COLUMN B - 5294230.0, COLUMN C - 8896364.0, COLUMN D - 3524069.0, COLUMN E - 4367376.0, COLUMN F - 26938840.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,067,882 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,067,882 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 Lobbying Activities | THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,484,454,182 | BeginningYearBalanceAmt |
| Contributions | $211,589,989 | ContributionsAmt |
| Investment Earnings Or Losses | -$804,238,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,170,946 | GrantsOrScholarshipsAmt |
| Other Expenditures | $319,388,028 | OtherExpendituresAmt |
| Administrative Expenses | $23,360,415 | AdministrativeExpensesAmt |
| End Year Balance | $8,472,886,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,116,270,400 | BeginningYearBalanceAmt |
| Contributions | $165,642,922 | ContributionsAmt |
| Investment Earnings Or Losses | $2,625,667,859 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $71,422,158 | GrantsOrScholarshipsAmt |
| Other Expenditures | $331,298,363 | OtherExpendituresAmt |
| Administrative Expenses | $20,406,478 | AdministrativeExpensesAmt |
| End Year Balance | $9,484,454,182 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,161,288,450 | BeginningYearBalanceAmt |
| Contributions | $164,534,768 | ContributionsAmt |
| Investment Earnings Or Losses | $216,309,392 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $67,411,795 | GrantsOrScholarshipsAmt |
| Other Expenditures | $337,614,821 | OtherExpendituresAmt |
| Administrative Expenses | $20,835,594 | AdministrativeExpensesAmt |
| End Year Balance | $7,116,270,400 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,925,641,100 | BeginningYearBalanceAmt |
| Contributions | $182,817,930 | ContributionsAmt |
| Investment Earnings Or Losses | $476,958,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $64,583,071 | GrantsOrScholarshipsAmt |
| Other Expenditures | $342,442,537 | OtherExpendituresAmt |
| Administrative Expenses | $17,103,206 | AdministrativeExpensesAmt |
| End Year Balance | $7,161,288,450 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,536,945,638 | BeginningYearBalanceAmt |
| Contributions | $299,641,262 | ContributionsAmt |
| Investment Earnings Or Losses | $548,201,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,410,267 | GrantsOrScholarshipsAmt |
| Other Expenditures | $376,046,512 | OtherExpendituresAmt |
| Administrative Expenses | $21,690,148 | AdministrativeExpensesAmt |
| End Year Balance | $6,925,641,100 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,000,534 | OtherCostOrOtherBasisAmt |
| Book Value | $98,000,534 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,934,001,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,111,987,980 | DepreciationAmt |
| Book Value | $2,822,014,007 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $614,212,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,859,754 | DepreciationAmt |
| Book Value | $167,352,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $463,835,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $381,443,880 | DepreciationAmt |
| Book Value | $82,391,315 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,169,758,689 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $1,087,023,394 | F |
| VENTURE CAPITAL | $4,887,733,564 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,974,756,958 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN CUSTODY FOR OTHERS | Desc |
| Amt | $550,102,228 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $550,102,228 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,086,789,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,394,055,326 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,599,733 | OtherRevenueAmt |
| Revenue Not Reported | -$1,380,455,593 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,467,244,893 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,023,715 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,140,563,364 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,146,587,079 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,613,831,972 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,208,225,300 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$86,280,246 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$86,280,246 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,294,505,546 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,023,715 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,123,957,857 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,129,981,572 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,424,487,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, Line 4 PART II, LINE 4 | THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS - THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND THE ORIENTAL INSTITUTE OF THE UNIVERSITY OF CHICAGO (ORIENTAL INSTITUTE MUSEUM). THE SMART MUSEUM PROMOTES THE UNDERSTANDING OF THE VISUAL ARTS AND THEIR IMPORTANCE TO CULTURAL AND INTELLECTUAL HISTORY THROUGH DIRECT EXPERIENCES WITH ORIGINAL WORKS OF ART AND THROUGH AN INTERDISCIPLINARY APPROACH TO ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS AND PROGRAMS. THE SCOPE OF ITS PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, FOCUS ON RESEARCH AND TEACHING BY THE UNIVERSITY OF CHICAGO SCHOLARS AND OUTREACH AND EDUCATIONAL PROGRAMS TO BOTH ADULTS AND SCHOOL AGE CHILDREN MAKE SMART MUSEUM ONE OF THE MIDWEST'S MOST DYNAMIC AND INNOVATIVE EDUCATIONAL INSTITUTIONS IN THE VISUAL ARTS. THE ORIENTAL INSTITUTE MUSEUM IS A WORLD RENOWNED SHOWCASE FOR THE HISTORY, ART AND ARCHAEOLOGY OF THE ANCIENT NEAR EAST. THE COLLECTIONS ARE USED EXTENSIVELY FOR RESEARCH, TEACHING AND EXHIBITIONS. ITS APPROACH TO INTEGRATE ARCHAEOLOGICAL, TEXTUAL AND ART HISTORICAL DATA TO UNDERSTAND THE DEVELOPMENT AND FUNCTIONS OF THE ANCIENT CIVILIZATIONS OF THE NEAR EAST MAKE IT AN EXCEPTIONAL RESOURCE FOR THE UNIVERSITY COMMUNITY AS WELL AS THE COMMUNITY AT LARGE. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE UNIVERSITY'S USE OF ENDOWMENT FUNDS IS INSEPARABLE FROM THE OVERALL ACADEMIC MISSION AS ONE OF THE WORLD'S LEADING RESEARCH UNIVERSITIES. ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS; SUPPORT PROFESSORSHIPS; SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS; SUPPORT THE ACQUISITION, RESTORATION AND PRESERVATION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES; AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT, GROUNDS, AND EQUIPMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE UNIVERSITY OF CHICAGO IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2022 AND 2021 AND THERE ARE NO UNCERTAIN TAX POSITIONS CONSIDERED TO BE MATERIAL. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Cost of disposed equipment - 2102251 cost of goods sold - 8001625 related organizations - 3495857 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Disregarded entities - 1140563364 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Disposal of Equipment - 2102251 Cost of goods sold - 8001625 Related organizations - -96384122 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | disregarded entities - 1123957857 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM ACROSS THE NATION AND AROUND THE WORLD, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY, AS EMBODIED IN THE UNIVERSITY'S POLICY ON UNLAWFUL DISCRIMINATION AND HARASSMENT, AND INCLUDES A STATEMENT OF ITS NONDISCRIMINATORY POLICY ON ITS BROCHURES, CATALOGS AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 2 | 38 | Program Services | INSTRUCTION | $24,331,074 |
| Sub-Saharan Africa | 0 | 0 | Program Services | INSTRUCTION | $101,308 |
| East Asia and the Pacific | 2 | 28 | Program Services | INSTRUCTION | $15,706,438 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | INSTRUCTION | $109,663 |
| Middle East and North Africa | 0 | 2 | Program Services | INSTRUCTION | $183,761 |
| Europe (Including Iceland and Greenland) | 0 | 25 | Program Services | RESEARCH | $872,360 |
| Russia and Neighboring States | 0 | 5 | Program Services | RESEARCH | $120,544 |
| East Asia and the Pacific | 2 | 13 | Program Services | RESEARCH | $2,306,576 |
| South Asia | 2 | 91 | Program Services | RESEARCH | $3,177,647 |
| Middle East and North Africa | 0 | 18 | Program Services | RESEARCH | $1,562,519 |
| South America | 0 | 0 | Program Services | RESEARCH | $447,410 |
| Antarctica | 0 | 5 | Program Services | RESEARCH | $493,100 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SUBAWARDS | $3,723,448 |
| Russia and Neighboring States | 0 | 0 | Program Services | SUBAWARDS | $210,784 |
| Sub-Saharan Africa | 0 | 0 | Program Services | SUBAWARDS | $725,990 |
| East Asia and the Pacific | 0 | 0 | Program Services | SUBAWARDS | $580,165 |
| South Asia | 0 | 0 | Program Services | SUBAWARDS | $938,852 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | SUBAWARDS | $13,186 |
| Middle East and North Africa | 0 | 0 | Program Services | SUBAWARDS | $23,424 |
| South America | 0 | 0 | Program Services | SUBAWARDS | $142,831 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | $37,568 | |
| South America | 0 | 0 | Fundraising | $9,439 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Scholarship & Stipends | $4,493,288 |
| Russia and Neighboring States | 0 | 0 | Program Services | Scholarship & Stipends | $430,556 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Scholarship & Stipends | $513,125 |
| East Asia and the Pacific | 0 | 0 | Program Services | Scholarship & Stipends | $5,195,630 |
| South Asia | 0 | 0 | Program Services | Scholarship & Stipends | $1,110,149 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Scholarship & Stipends | $1,505,049 |
| Middle East and North Africa | 0 | 0 | Program Services | Scholarship & Stipends | $697,990 |
| South America | 0 | 0 | Program Services | Scholarship & Stipends | $1,240,387 |
| Central America and the Caribbean | 0 | 0 | Program Services | Scholarship & Stipends | $162,144 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $753,910,500 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $256,710,314 | |
| East Asia and the Pacific | 0 | 0 | Investments | $58,126,667 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $45,693,241 | |
| Central America and the Caribbean | 0 | 0 | Investments | $4,046,593,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 225 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 8 | TotalOfficeCnt |
| Total Employee | 225 | TotalEmployeeCnt |
| Subtotal Spent | $54,652,787 | SubtotalSpentAmt |
| Continuation Spent | $5,177,547,549 | ContinuationSpentAmt |
| Total Spent | $5,232,200,336 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (39 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Subaward | $54,000 | Wire |
| Sub-Saharan Africa | Subaward | $126,652 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $204,325 | Wire |
| South Asia | Subaward | $42,908 | Wire |
| South Asia | Subaward | $248,425 | Wire |
| South Asia | Subaward | $7,970 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $103,786 | Wire |
| South Asia | Subaward | $66,637 | Wire |
| Sub-Saharan Africa | Subaward | $25,502 | Wire |
| South Asia | Subaward | $24,750 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $21,807 | Wire |
| Russia and Neighboring States | Subaward | $94,954 | Wire |
| Sub-Saharan Africa | Subaward | $55,469 | Wire |
| Sub-Saharan Africa | Subaward | $129,915 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $3,021,739 | Wire |
| South America | Subaward | $37,500 | Wire |
| East Asia and the Pacific | Subaward | $82,045 | Wire |
| Russia and Neighboring States | Subaward | $115,830 | Wire |
| Sub-Saharan Africa | Subaward | $103,406 | Wire |
| Middle East and North Africa | Subaward | $23,424 | Wire |
| North America (Canada & Mexico only) | Subaward | $3,299 | Wire |
| North America (Canada & Mexico only) | Subaward | $9,887 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $3,185 | Wire |
| East Asia and the Pacific | Subaward | $387,309 | Wire |
| South America | Subaward | $105,331 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $81,583 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $34,812 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $115,594 | Wire |
| South Asia | Subaward | $129,695 | Wire |
| South Asia | Subaward | $300,082 | Wire |
| South Asia | Subaward | $118,385 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $14,930 | Wire |
| Sub-Saharan Africa | Subaward | $16,200 | Wire |
| Sub-Saharan Africa | Subaward | $43,780 | Wire |
| Sub-Saharan Africa | Subaward | $209,066 | Wire |
| Europe (Including Iceland and Greenland) | Subaward | $67,687 | Wire |
| East Asia and the Pacific | Subaward | $78,006 | Wire |
| East Asia and the Pacific | Subaward | $32,805 | Wire |
| Sub-Saharan Africa | Subaward | $16,000 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Student Aid | Central America and the Caribbean | 4 | $155,744 | Check or Wire |
| Student Aid | East Asia and the Pacific | 180 | $4,602,780 | Check or Wire |
| Student Aid | Europe (Including Iceland and Greenland) | 95 | $3,872,056 | Check or Wire |
| Student Aid | Middle East and North Africa | 15 | $575,090 | Check or Wire |
| Student Aid | North America (Canada & Mexico only) | 30 | $1,452,049 | Check or Wire |
| Student Aid | Russia and Neighboring States | 12 | $413,756 | Check or Wire |
| Student Aid | South America | 31 | $1,164,437 | Check or Wire |
| Student Aid | South Asia | 32 | $1,050,799 | Check or Wire |
| Student Aid | Sub-Saharan Africa | 16 | $459,925 | Check or Wire |
| Summer Grants | Central America and the Caribbean | 4 | $6,400 | Check or Wire |
| Summer Grants | East Asia and the Pacific | 192 | $592,850 | Check or Wire |
| Summer Grants | Europe (Including Iceland and Greenland) | 233 | $621,232 | Check or Wire |
| Summer Grants | Middle East and North Africa | 31 | $122,900 | Check or Wire |
| Summer Grants | North America (Canada & Mexico only) | 13 | $53,000 | Check or Wire |
| Summer Grants | Russia and Neighboring States | 5 | $16,800 | Check or Wire |
| Summer Grants | South America | 16 | $75,950 | Check or Wire |
| Summer Grants | South Asia | 22 | $59,350 | Check or Wire |
| Summer Grants | Sub-Saharan Africa | 17 | $53,200 | Check or Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | ANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson Bennett Technology Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2239 Bill Foster Memorial Hwy Suite | AddressLine1Txt |
| Address Line2 | E | AddressLine2Txt |
| City | Cabot | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $380,794 | GrossReceiptsAmt |
| Retained By Contractor | $256,069 | RetainedByContractorAmt |
| Net To Organization | $124,725 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $380,794 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $256,069 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $124,725 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Connections 2022 | Event1Nm |
| Gross Receipts Event1 | $2,654,146 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,511,051 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $143,095 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $12,500 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $42,470 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $266,644 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $16,767 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $47,880 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $2,654,146 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,511,051 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,095 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $12,500 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,470 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $266,644 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,767 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,880 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $386,261 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$243,166 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(v) AMOUNT PAID TO FUNDRAISER | FormAndLineReferenceDesc |
| Explanation | INSTALLMENTS $243,630.00 Shipping $1,500.00 Whitelisting $10,939.00 TOTAL $256,069.00 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (192 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Access Community Health Network | ||||||||
| 1501 S California Avenue | Chicago | IL | 60608 | 363317058 | 501 (C) (3) | $137,850 | Subaward | |
| Adventist Health System | ||||||||
| 601 East Rollins Street Box 37 | Orlando | FL | 328031248 | 590724459 | 501 (C) (3) | $9,616 | Subaward | |
| Advocate Health and Hospitals Corporation | ||||||||
| 3075 Highland Parkway Suite 600 | Downers Grove | IL | 60515 | 362169147 | 501 (C) (3) | $109,817 | Subaward | |
| AIDS Action Coalition of Huntsville | ||||||||
| 600 Saint Clair Ave SW Ste 3 | Huntsville | AL | 358015057 | 570889447 | 501 (C) (3) | $65,816 | Subaward | |
| Albany Medical College | ||||||||
| 47 New Scotland Avenue MC-136 | Albany | NY | 12208 | 141338310 | 501 (C) (3) | $65,107 | Subaward | |
| Alliance of Chicago Community Health Services L3C | ||||||||
| 215 W Ohio Street 4th Floor | Chicago | IL | 60654 | 364444309 | $85,966 | Subaward | ||
| American Association of Physicists in Medicine | ||||||||
| 1631 Prince Street | Alexandria | VA | 22314 | 237057224 | 501 (C) (3) | $120,550 | Subaward | |
| American College of Radiology | ||||||||
| 1891 Preston White Drive | Reston | VA | 201914326 | 362261602 | 501 (C) (3) | $6,800,367 | Subaward | |
| Arizona State University | ||||||||
| PO Box 2260 | Tempe | AZ | 852802260 | 866051042 | 501 (C) (3) | $79,756 | Subaward | |
| Associated Universities Inc | ||||||||
| 1400 16th Street NW Suite 730 | Washington | DC | 200362252 | 111630900 | 501 (C) (3) | $49,803 | Subaward | |
| Baylor College of Medicine | ||||||||
| One Baylor Plaza BCM 200 | Houston | TX | 770303498 | 741613878 | 501 (C) (3) | $208,930 | Subaward | |
| Birmingham AIDS Outreach Inc | ||||||||
| 205 32nd Street S | Birmingham | AL | 35233 | 630948495 | 501 (C) (3) | $49,042 | Subaward | |
| Black Belt African American Genealogical & Historical Society | ||||||||
| PO Box 971 | Selma | AL | 36702 | 501 (C) (3) | $55,000 | Subaward | ||
| Board of Education of the City of Chicago | ||||||||
| 42 West Madison Street | Chicago | IL | 606024309 | 366005821 | Govt | $157,060 | Subaward | |
| Boston College | ||||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | 042103545 | 501 (C) (3) | $11,934 | Subaward | |
| Boston University | ||||||||
| 595 Commonwealth Avenue Suite 700 | Boston | MA | 02215 | 042103547 | 501 (C) (3) | $40,250 | Subaward | |
| Brigham and Women's Hospital | ||||||||
| 101 Huntington Street Suite 305 | Boston | MA | 02199 | 042312909 | 501 (C) (3) | $541,307 | Subaward | |
| Brightstar Community Outreach Inc | ||||||||
| 4518 S Cottage Grove Avenue | Chicago | IL | 606534395 | 262007088 | 501 (C) (3) | $303,405 | Subaward | |
| Brown University | ||||||||
| 121 South Main Street | Providence | RI | 02903 | 050258809 | 501 (C) (3) | $65,502 | Subaward | |
| Busara Center for Behavioral Economics | ||||||||
| 100 Campus Town Circle Suite 103 | Ewing | NJ | 08638 | 462695042 | 501 (C) (3) | $26,784 | Subaward | |
| California Institute of Technology | ||||||||
| 1200 E California Boulevard | Pasadena | CA | 911250001 | 951643307 | 501 (C) (3) | $42,946 | Subaward | |
| California State University Fullerton | ||||||||
| 800 N State College Blvd | Fullerton | CA | 928313547 | 956006691 | 501 (C) (3) | $82,443 | Subaward | |
| Canisius College | ||||||||
| 2001 Main Street | Buffalo | NY | 142081098 | 160743942 | 501 (C) (3) | $7,883 | Subaward | |
| Carnegie Mellon University | ||||||||
| 5000 Forbes Avenue WQED Building | Pittsburgh | PA | 152133890 | 250969449 | 501 (C) (3) | $311,745 | Subaward | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067037 | 341018992 | 501 (C) (3) | $186,947 | Subaward | |
| Center for Computational Science Research Inc dba Open Commons Consortium | ||||||||
| 20 W Kinzie Street Floor 17 | Chicago | IL | 60654 | 261866627 | 501 (C) (3) | $179,076 | Subaward | |
| Center for Health Care Strategies Inc | ||||||||
| 200 American Metro Blvd Suite 119 | Hamilton | NJ | 08619 | 223375015 | 501 (C) (3) | $149,667 | Subaward | |
| Charles Drew University | ||||||||
| 1731 E 120th Street | Los Angeles | CA | 900593051 | 956151774 | 501 (C) (3) | $23,289 | Subaward | |
| Chicago Department of Public Health | ||||||||
| 333 S State Street Room 200 | Chicago | IL | 60604 | 366005820 | Govt | $60,923 | Subaward | |
| Chicago Hyde Park Village | ||||||||
| 5500 S Woodlawn Avenue | Chicago | IL | 606371621 | 900798416 | 501 (C) (3) | $25,160 | Subaward | |
| Children's Hospital Boston | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042774441 | 501 (C) (3) | $117,846 | Subaward | |
| Children's Hospital Medical Center (Cincinnati) | ||||||||
| 3333 Burnett Avenue | Cincinnati | OH | 46202 | 310833936 | 501 (C) (3) | $250,793 | Subaward | |
| Children's Hospital of Orange County | ||||||||
| 1201 W La Veta Avenue | Orange | CA | 92868 | 952321786 | 501 (C) (3) | $15,998 | Subaward | |
| Children's Hospital of Philadelphia | ||||||||
| 3615 Civic Center Boulevard | Philadelphia | PA | 191044318 | 231352166 | 501 (C) (3) | $19,929 | Subaward | |
| Children's National Research Institute | ||||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | 521640403 | 501 (C) (3) | $284,410 | Subaward | |
| City of Hope | ||||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | 953435919 | 501 (C) (3) | $29,500 | Subaward | |
| City Tech Collaborative | ||||||||
| 222 Merchandise Mart Plaza Suite 5 | Chicago | IL | 60654 | 841940026 | 501 (C) (3) | $9,430 | Subaward | |
| City University of New York | ||||||||
| 160 Convent Avenue | New York | NY | 10031 | 133860474 | 501 (C) (3) | $254,026 | Subaward | |
| Cleveland Clinic | ||||||||
| 9500 Euclid Avenue/JJN5-01 | Cleveland | OH | 44195 | 340714585 | 501 (C) (3) | $12,000 | Subaward | |
| Colorado State University | ||||||||
| 1872 Campus Delivery | Fort Collins | CO | 805236003 | 237098397 | Govt | $157,255 | Subaward | |
| Columbia University | ||||||||
| 615 W 135th Street | New York | NY | 10027 | 135598093 | 501 (C) (3) | $392,086 | Subaward | |
| Cornell University | ||||||||
| 395 Pine Tree Road Suite 302 | Ithaca | NY | 14850 | 150532082 | 501 (C) (3) | $415,702 | Subaward | |
| Dana Farber Cancer Institute | ||||||||
| 44 Binney Street MS OS-385 | Boston | MA | 02115 | 042263040 | 501 (C) (3) | $24,301 | Subaward | |
| Dartmouth College | ||||||||
| 11 Rope Ferry Road | Hanover | NH | 03755 | 020222111 | 501 (C) (3) | $45,248 | Subaward | |
| Data 2 Insight LLC | ||||||||
| 505 Broadway E 394 | Seattle | WA | 98102 | 274213809 | $84,389 | Subaward | ||
| De Paul University | ||||||||
| 1 East Jackson Boulevard | Chicago | IL | 60604 | 362167048 | 501 (C) (3) | $29,624 | Subaward | |
| Decatur Memorial Hospital | ||||||||
| 2300 North Edward Street | Decatur | IL | 62526 | 370661199 | 501 (C) (3) | $28,000 | Subaward | |
| Duke University | ||||||||
| 2200 West Main Street Suite 300 | Durham | NC | 27705 | 560532129 | 501 (C) (3) | $468,634 | Subaward | |
| Dupage Medical Group | ||||||||
| 805 Ogden | Lisle | IL | 362657618 | 453237183 | 501 (C) (3) | $44,330 | Subaward | |
| East Tennessee State University | ||||||||
| PO Box 70601 | Johnson City | TN | 376141708 | 237092731 | 501 (C) (3) | $28,615 | Subaward | |
| Education Development Center Inc | ||||||||
| 43 Foundry Avenue | Waltham | MA | 02453 | 042241718 | 501 (C) (3) | $18,892 | Subaward | |
| Embry-Riddle Aeronautical University | ||||||||
| 1 Aerospace Blvd | Daytona Beach | FL | 321143910 | 590936101 | 501 (C) (3) | $57,059 | Subaward | |
| Emory University | ||||||||
| 1599 Clifton Road 3rd Floor | Atlanta | GA | 30322 | 580566256 | 501 (C) (3) | $482,359 | Subaward | |
| Fellowship for Interpretation of Genomes | ||||||||
| 15 W 155 81st Street | Burr Ridge | IL | 60527 | 141883085 | 501 (C) (3) | $591,550 | Subaward | |
| Florida International University | ||||||||
| 11200 SW 8th Street | Miami | FL | 33199 | 237047106 | 501 (C) (3) | $62,583 | Subaward | |
| Fox Chase Cancer Center | ||||||||
| 333 Cottman Avenue | Philadelphia | PA | 19111 | 236296135 | 501 (C) (3) | $25,376 | Subaward | |
| Fraunhofer USA Inc | ||||||||
| 5825 University Research Court Ste | College Park | MD | 20740 | 383203030 | 501 (C) (3) | $208,419 | Subaward | |
| Fred Hutchinson Cancer Research Center | ||||||||
| 1100 Fairview Avenue N PO Box 19 | Seattle | WA | 981091024 | 237156071 | 501 (C) (3) | $18,133 | Subaward | |
| Geisinger Medical Center | ||||||||
| 100 N Academy Avenue | Danville | PA | 17822 | 240795959 | 501 (C) (3) | $30,564 | Subaward | |
| George Mason University | ||||||||
| 4400 University Drive | Fairfax | VA | 220304444 | 541603842 | Govt | $79,597 | Subaward | University Hall |
| George Washington University | ||||||||
| 44983 Knoll Square Bldg II | Ashburn | VA | 20147 | 530196584 | 501 (C) (3) | $69,485 | Subaward | |
| Georgia Tech Research Corporation | ||||||||
| 926 Dalney St NW | Atlanta | GA | 30318 | 580603146 | 501 (C) (3) | $5,000 | Subaward | |
| H Lee Moffitt Cancer Center and Research Institute Hospital | ||||||||
| 12902 Magnolia Drive | Tampa | FL | 336129497 | 593238636 | 501 (C) (3) | $98,535 | Subaward | |
| Harvard University | ||||||||
| 667 Huntington Avenue | Boston | MA | 02115 | 042103580 | 501 (C) (3) | $470,795 | Subaward | |
| Health Research Inc and Roswell Park Cancer Center | ||||||||
| Elm Carlton Streets | Buffalo | NY | 142630001 | 161391608 | 501 (C) (3) | $277,907 | Subaward | |
| Health Research Inc- Roswell Park Cancer Institute | ||||||||
| Riverview Center 150 Broadway | Menands | NY | 12204 | 141402155 | 501 (C) (3) | $3,946,290 | Subaward | |
| Heartland Health Centers | ||||||||
| 3048 N Wilton Avenue | Chicago | IL | 60657 | 363843377 | 501 (C) (3) | $24,951 | Subaward | |
| Hektoen Institute for Medical Research | ||||||||
| 2240 W Ogden Avenue 2nd Floor | Chicago | IL | 60612 | 362244897 | 501 (C) (3) | $66,420 | Subaward | |
| Howard Brown Health Center | ||||||||
| 4025 North Sheridan Road | Chicago | IL | 606132010 | 362894128 | 501 (C) (3) | $237,303 | Subaward | |
| Icahn School of Medicine at Mount Sinai | ||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | 136171197 | 501 (C) (3) | $253,893 | Subaward | |
| IIT Research Institute | ||||||||
| 10 W 35th Street | Chicago | IL | 606163799 | 362169122 | 501 (C) (3) | $41,914 | Subaward | |
| Illinois Action for Children | ||||||||
| Suite 1200 4753 North Broadway | Chicago | IL | 60640 | 362712912 | 501 (C) (3) | $40,000 | Subaward | |
| Illinois Institute of Technology | ||||||||
| 3300 S Federal Street | Chicago | IL | 606163793 | 362170136 | 501 (C) (3) | $676,310 | Subaward | Main Bldg RM 308 |
| Indiana University | ||||||||
| Poplars 426 400 E 7th St | Bloomington | IN | 47405 | 356001673 | Govt | $1,802,927 | Subaward | |
| Innovations for Poverty Action (IPA) | ||||||||
| 101 Whitney Ave | New Haven | CT | 06510 | 061660068 | 501 (C) (3) | $277,662 | Subaward | |
| Inova Health Care Services | ||||||||
| 8110 Gatehouse Rd Ste 400w | Falls Church | VA | 22042 | 540620889 | 501 (C) (3) | $22,017 | Subaward | |
| Institute for Medicaid Innovation | ||||||||
| 1575 Eye St NW Ste 300 | Washington | DC | 20005 | 311661234 | 501 (C) (3) | $265,013 | Subaward | |
| J Craig Venter Institute Inc | ||||||||
| 4120 Capricorn Lane | La Jolla | CA | 920373498 | 521842938 | 501 (C) (3) | $1,186,721 | Subaward | |
| John Snow Inc | ||||||||
| 44 Farnsworth Street | Boston | MA | 022101211 | 042578580 | $39,500 | Subaward | ||
| Johns Hopkins University | ||||||||
| 1101 E 33rd Street | Baltimore | MD | 21218 | 520595110 | 501 (C) (3) | $2,295,764 | Subaward | |
| Joslin Diabetes Center | ||||||||
| One Joslin Place | Boston | MA | 022155306 | 042203836 | 501 (C) (3) | $372,455 | Subaward | |
| Kaiser Foundation Research Institute | ||||||||
| 1800 Harrison Street 16th Floor | Oakland | CA | 946123433 | 941105628 | 501 (C) (3) | $207,724 | Subaward | |
| Loyola University | ||||||||
| 820 N Michigan Avenue | Chicago | IL | 60611 | 361408475 | 501 (C) (3) | $676,970 | Subaward | |
| Lurie Children's Hospital dba Children's Memorial Hospital | ||||||||
| 2300 Childrens Plaza Box 268 | Chicago | IL | 60614 | 362170833 | 501 (C) (3) | $9,828 | Subaward | |
| Makah Indian Tribe of Makah Indian Reservation | ||||||||
| PO Box 115 | Neah Bay | WA | 98357 | 464305605 | 501 (C) (3) | $20,961 | Subaward | |
| Massachusetts General Hospital | ||||||||
| 55 Fruit Street | Boston | MA | 021142696 | 042697983 | 501 (C) (3) | $612,675 | Subaward | |
| Massachusetts Institute of Technology | ||||||||
| Suite NE49-4161 | Cambridge | MA | 02139 | 042103594 | 501 (C) (3) | $97,382 | Subaward | |
| Mayo Clinic | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501 (C) (3) | $463,384 | Subaward | |
| MD Anderson Cancer Center | ||||||||
| PO Box 2558 | Houston | TX | 772522558 | 300129656 | 501 (C) (3) | $12,522 | Subaward | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 532260509 | 390806261 | 501 (C) (3) | $192,640 | Subaward | |
| Metropolitan Planning Council | ||||||||
| 140 S Dearborn Street | Chicago | IL | 60603 | 362382849 | 501 (C) (3) | $20,000 | Subaward | |
| Michigan State University | ||||||||
| 301 Administration Bldg | East Lansing | MI | 48917 | 386005984 | Govt | $357,919 | Subaward | |
| Midwest Clinicians' Network Inc | ||||||||
| 321 W Lake Lansing Road | East Lansing | MI | 48823 | 383189461 | 501 (C) (3) | $14,319 | Subaward | |
| Morgride Institute for Research | ||||||||
| 330 North Orchard Street | Madison | WI | 53715 | 208325570 | 501 (C) (3) | $33,808 | Subaward | |
| Neimand Collaborative | ||||||||
| 1025 Vermont Avenue NW Suite 830 | Washington | DC | 20005 | 521806524 | $133,334 | Subaward | ||
| New York Medical College | ||||||||
| Basic Science Building 15 Dana Roa | Valhalla | NY | 105951554 | 131099420 | 501 (C) (3) | $27,832 | Subaward | |
| New York University | ||||||||
| 726 Broadway | New York | NY | 10003 | 135562308 | 501 (C) (3) | $1,998,515 | Subaward | |
| North Carolina State University | ||||||||
| NCSU Box 7207 | Raleigh | NC | 27698 | 566049503 | 501 (C) (3) | $156,349 | Subaward | |
| Northeastern Illinois University | ||||||||
| 5500 North St Louis Avenue | Chicago | IL | 60625 | 366009515 | Govt | $92,215 | Subaward | |
| Northern Illinois University | ||||||||
| 301 Lowden Hall | De Kalb | IL | 601152828 | 100064401 | Govt | $13,586 | Subaward | |
| Northshore University Health System | ||||||||
| 2650 Ridge Avenue - G221 | Evanston | IL | 60201 | 362167060 | 501 (C) (3) | $644,717 | Subaward | |
| Northwestern University | ||||||||
| 633 Clark Street Suite G-547 | Evanston | IL | 602081112 | 362167817 | 501 (C) (3) | $3,404,173 | Subaward | |
| Oak Street Health MSO LLC | ||||||||
| 30 W Monroe Street Suite 1200 | Chicago | IL | 60603 | 843446686 | 501 (C) (3) | $57,163 | Subaward | |
| Oakland University | ||||||||
| John Dodge House 507 Golf View Lane | Rochester | MI | 48309 | 386078765 | 501 (C) (3) | $146,173 | Subaward | |
| Ohio State University | ||||||||
| 901 Woody Hayes Drive | Columbus | OH | 432104016 | 316025986 | Govt | $537,155 | Subaward | |
| Oregon Health & Science University | ||||||||
| 3181 SW Sam Jackson Park Road | Portland | OR | 972393098 | 931176109 | Govt | $466,119 | Subaward | |
| Pacific Northwest National LaboratoryBattelle Memorial Institute | ||||||||
| 505 King Avenue | Columbus | OH | 432012693 | 314379427 | 501 (C) (3) | $339,282 | Subaward | |
| Penn State University | ||||||||
| 513 Joab L Thomas Bldg | University Park | PA | 16802 | 246000376 | Govt | $320,456 | Subaward | |
| Planned Parenthood of Illinois | ||||||||
| 18 S Michigan Avenue 6th Floor | Chicago | IL | 60603 | 362170901 | 501 (C) (3) | $8,700 | Subaward | |
| Princeton University | ||||||||
| 5 New South Building PO Box 5292 | Princeton | NJ | 085445292 | 210634501 | 501 (C) (3) | $827,381 | Subaward | |
| Radiological Society of North America | ||||||||
| 820 Jorie Blvd | Oak Brook | IL | 60523 | 150539115 | 501 (C) (3) | $987,314 | Subaward | |
| RAND Corporation | ||||||||
| 4570 Fifth Avenue Suite 600 | Pittsburgh | PA | 152132665 | 951958142 | 501 (C) (3) | $8,570 | Subaward | |
| Rehabilitation Institute of Chicago dba Shirley Ryan Abilitylab | ||||||||
| 355 E Erie Street | Chicago | IL | 60611 | 362256036 | 501 (C) (3) | $358,688 | Subaward | |
| Research Foundation for SUNY | ||||||||
| 402 Crofts Hall | Buffalo | NY | 142607016 | 141368361 | 501 (C) (3) | $70,352 | Subaward | |
| Research Institute at Nationwide Children's Hospital | ||||||||
| 700 Childrens Drive | Columbus | OH | 432052664 | 316056230 | 501 (C) (3) | $5,597 | Subaward | |
| Research to End Healthcare Disparities Corp | ||||||||
| 150 Ocean Park Blvd 418 | Santa Monica | CA | 90405 | 831115325 | 501 (C) (3) | $149,001 | Subaward | |
| Research Triangle Institute | ||||||||
| 3040 E Cornwallis Road | RTP | NC | 27709 | 560686338 | 501 (C) (3) | $114,611 | Subaward | |
| Rush University Medical Center | ||||||||
| 1700 West Van Buren Street Room No | Chicago | IL | 60612 | 362174823 | 501 (C) (3) | $2,716,250 | Subaward | |
| Rutgers University | ||||||||
| 125 Paterson Street | New Brunswick | NJ | 089011962 | 226001086 | Govt | $198,234 | Subaward | |
| Sanford Medical Center Fargo | ||||||||
| 720 N 4th Street | Fargo | ND | 581224520 | 453791176 | 501 (C) (3) | $43,881 | Subaward | |
| Seattle Children's Hospital Research Institute | ||||||||
| 1900 Ninth Avenue JMB-10 | Seattle | WA | 981011309 | 910564748 | 501 (C) (3) | $546,619 | Subaward | |
| Seattle Children's Research Institute | ||||||||
| 1900 Ninth Avenue MS C95-5 | Seattle | WA | 98101 | 910564748 | 501 (C) (3) | $12,347 | Subaward | |
| Sinai Health System | ||||||||
| 1500 S California Avenue | Chicago | IL | 606081797 | 363166895 | 501 (C) (3) | $53,093 | Subaward | |
| Sloan-Kettering Institute for Cancer Research | ||||||||
| 1275 York Avenue | New York | NY | 10065 | 131624182 | 501 (C) (3) | $203,575 | Subaward | |
| Smithsonian Astrophysical Observatory | ||||||||
| 60 Garden Street | Cambridge | MA | 02138 | 530206027 | 501 (C) (3) | $165,734 | Subaward | |
| SomaLogic Inc | ||||||||
| 2945 Wilderness Place | Boulder | CO | 803012255 | 522195896 | $260,945 | Subaward | ||
| Southern Illinois University | ||||||||
| 801 N Rutledge Street PO Box 19616 | Springfield | IL | 627949616 | 376005961 | 501 (C) (3) | $639,320 | Subaward | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 381053678 | 620646012 | 501 (C) (3) | $171,290 | Subaward | |
| Stanford Research Institute | ||||||||
| 333 Ravenswood Avenue | Menlo Park | CA | 940253493 | 941160950 | 501 (C) (3) | $38,518 | Subaward | |
| Stanford University | ||||||||
| 340 Panama Street | Stanford | CA | 94305 | 941156365 | 501 (C) (3) | $1,024,790 | Subaward | |
| Super Tech Labs Inc | ||||||||
| 1720 S Michigan Ave Apt 1001 | Chicago | IL | 60616 | 844596897 | $32,250 | Subaward | ||
| Teachers College Columbia University | ||||||||
| 525 West 125th Street | New York | NY | 100276605 | 131624202 | 501 (C) (3) | $68,134 | Subaward | |
| Texas A&M University | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | 742245072 | 501 (C) (3) | $53,427 | Subaward | |
| The Broad Institute Inc | ||||||||
| 415 Main Street | Cambridge | MA | 02142 | 263428781 | 501 (C) (3) | $588,112 | Subaward | |
| The Brookings Institution | ||||||||
| 1775 Massachusetts Avenue | Washington | DC | 20036 | 530196577 | 501 (C) (3) | $8,180 | Subaward | |
| The Community Action Place Inc | ||||||||
| 1400 N Wood Road Ste 7 | Murphysboro | IL | 629666290 | 475193214 | 501 (C) (3) | $258,920 | Subaward | |
| The Mind Research Network | ||||||||
| 1101 Yale Boulevard NE | Albuquerque | NM | 871064188 | 850457562 | 501 (C) (3) | $203,281 | Subaward | |
| The Society of Hospital Medicine | ||||||||
| 1500 Spring Gardent St Suite 501 | Philadelphia | PA | 19130 | 233057353 | 501 (C) (3) | $17,691 | Subaward | |
| Thomas Jefferson University | ||||||||
| 1020 Walnut St 5 th Fl | Philadelphia | PA | 19107 | 231352651 | 501 (C) (3) | $155,011 | Subaward | |
| Toyota Technological Institute of Chicago | ||||||||
| 6045 S Kenwood Avenue | Chicago | IL | 606372803 | 364479457 | 501 (C) (3) | $14,174 | Subaward | |
| University of Alabama | ||||||||
| 1530 3rd Avenue S AB 1170 | Birmingham | AL | 35294 | 636005996 | 501 (C) (3) | $270,200 | Subaward | |
| University of Arizona | ||||||||
| 888 N Euclid Room 510 | Tucson | AZ | 85722 | 742652689 | Govt | $88,501 | Subaward | |
| University of Arkansas Medical Sciences | ||||||||
| 4301 West Markham Street | Little Rock | AR | 722057199 | 716046242 | Govt | $117,322 | Subaward | |
| University of California Santa Barbara | ||||||||
| 10889 Wilshire Blvd Suite 700 | Los Angeles | CA | 900951406 | 956006143 | 501 (C) (3) | $30,019 | Subaward | |
| University of California-Berkeley | ||||||||
| 2150 Shattuck Avenue Suite 300 | Berkeley | CA | 947045940 | 946002123 | Govt | $370,128 | Subaward | |
| University of California-Davis | ||||||||
| One Shields Avenue | Davis | CA | 956168677 | 946036494 | Govt | $195,492 | Subaward | |
| University of California-Irvine | ||||||||
| 4255 Campus Drive | Irvine | CA | 90024 | 952226406 | Govt | $564,080 | Subaward | |
| University of California-Los Angeles | ||||||||
| 10920 Wilshire Boulevard Suite 120 | Los Angeles | CA | 900241406 | 956006143 | Govt | $327,936 | Subaward | |
| University of California-San Diego | ||||||||
| 9500 Gilman Drive - Rm 3041 | La Jolla | CA | 920930660 | 956006144 | Govt | $547,060 | Subaward | |
| University of California-San Francisco | ||||||||
| 3333 California Street Suite 315 | San Francisco | CA | 94118 | 946036493 | Govt | $513,919 | Subaward | |
| University of California-Santa Cruz | ||||||||
| 1156 High Street | Santa Cruz | CA | 950641077 | 941539563 | Govt | $329,308 | Subaward | |
| University of Colorado Denver | ||||||||
| 1800 Grant Street Suite 600 | Denver | CO | 80203 | 856000555 | 501 (C) (3) | $270,071 | Subaward | |
| University of Colorado-Boulder | ||||||||
| 3100 Marine Street Room 479 572 UC | Boulder | CO | 803031058 | 840644739 | Govt | $10,573 | Subaward | |
| University of Connecticut | ||||||||
| 438 Whitney Road Ext Unit 1133 | Storrs | CT | 06269 | 060772160 | Govt | $14,152 | Subaward | |
| University of Delaware | ||||||||
| 83 E Main Street 3rd Floor | Newark | DE | 19716 | 516000297 | 501 (C) (3) | $142,661 | Subaward | |
| University of Florida | ||||||||
| 219 Grinter Hall PO Box 1003628 | Gainesville | FL | 32611 | 590974739 | Govt | $251,018 | Subaward | |
| University of Georgia Research Foundation Inc | ||||||||
| 310 East Campus Road | Athens | GA | 306021589 | 581353149 | 501 (C) (3) | $80,956 | Subaward | Tucker Hall 409 |
| University of Hawaii | ||||||||
| 2440 Campus Road Box 268 | Honolulu | HI | 968222234 | 990085260 | Govt | $64,726 | Subaward | |
| University of Illinois-ChampaignUrbana | ||||||||
| 1901 S First St Suite A MC-685 | Champaign | IL | 618206242 | 376000511 | Govt | $750,569 | Subaward | |
| University of Illinois-Chicago | ||||||||
| 809 South Marshfield Avenue | Chicago | IL | 606127205 | 376000511 | Govt | $3,873,514 | Subaward | |
| University of Iowa | ||||||||
| 201 Gilmore Hall | Iowa City | IA | 52242 | 426004813 | Govt | $234,024 | Subaward | |
| University of Kentucky | ||||||||
| 109 Kinkead Hall | Lexington | KY | 40506 | 616001218 | Govt | $29,321 | Subaward | |
| University of Maryland | ||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | 526002033 | Govt | $1,437,920 | Subaward | |
| University of Michigan | ||||||||
| 3003 S State Street | Ann Arbor | MI | 481091287 | 386006309 | Govt | $1,058,842 | Subaward | 3089 Wolverine Tower |
| University of Minnesota | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | Govt | $379,756 | Subaward | |
| University of Mississippi Medical Center | ||||||||
| 2500 North State St | Jackson | MS | 39216 | 646008520 | 501 (C) (3) | $223,967 | Subaward | Office of Development |
| University of New Mexico | ||||||||
| 1 University of New Mexico | Albuquerque | NM | 87131 | 856000642 | 501 (C) (3) | $29,709 | Subaward | |
| University of North Carolina | ||||||||
| 104 Airport Drive CB1350 | Chapel Hill | NC | 275991350 | 566001393 | Govt | $230,598 | Subaward | |
| University of Notre Dame | ||||||||
| 402 Grace Hall | Notre Dame | IN | 46556 | 350868188 | 501 (C) (3) | $219,319 | Subaward | |
| University of Oklahoma Health Sciences Center | ||||||||
| 201 Stephenson Pkwy Ste 3100 | Norman | OK | 730199705 | 736017987 | 501 (C) (3) | $235,354 | Subaward | |
| University of Oregon | ||||||||
| 5219 University of Oregon | Eugene | OR | 974035219 | 936015767 | Govt | $115,709 | Subaward | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 191046205 | 231352685 | 501 (C) (3) | $814,329 | Subaward | P-221 Franklin Bldg |
| University of Pittsburgh | ||||||||
| 3100 Cathedral of Learning | Pittsburgh | PA | 15260 | 250965591 | 501 (C) (3) | $6,585,439 | Subaward | |
| University of Rochester | ||||||||
| 107 Harkness Hall | Rochester | NY | 14627 | 160743209 | 501 (C) (3) | $95,673 | Subaward | |
| University of South Carolina | ||||||||
| 1600 Hampton Street Suite 613 | Columbia | SC | 29208 | 576001153 | Govt | $77,138 | Subaward | |
| University of South Florida | ||||||||
| 3702 Spectrum Blvd Suite 165 | Tampa | FL | 336129445 | 593102112 | Govt | $7,734 | Subaward | |
| University of Southern California | ||||||||
| University Park Campus - STO 330 | Los Angeles | CA | 900891147 | 951642394 | 501 (C) (3) | $412,089 | Subaward | |
| University of Texas HSC at Houston | ||||||||
| 7000 Fannin UCT Suite 2514 | Houston | TX | 770305401 | 741761309 | Govt | $281,933 | Subaward | |
| University of Texas Austin | ||||||||
| 101 E 27th STE 5300 | Austin | TX | 787121500 | 079497681 | Govt | $40,316 | Subaward | |
| University of Utah | ||||||||
| 201 Presidents Circle | Salt Lake City | UT | 84112 | 876000525 | Govt | $162,539 | Subaward | |
| University of Virginia | ||||||||
| PO Box 400202 | Charlottesville | VA | 22904 | 546001796 | Govt | $1,161,141 | Subaward | |
| University of Washington | ||||||||
| 4333 Brooklyn Ave NE Box 359472 | Seattle | WA | 981959472 | 916001537 | 501 (C) (3) | $1,089,895 | Subaward | |
| University of Wisconsin-Madison | ||||||||
| 21 North Park Street Suite 6401 | Madison | WI | 537151218 | 396006492 | Govt | $317,138 | Subaward | |
| University of Wisconsin-Milwaukee | ||||||||
| PO 340 | Milwaukee | WI | 532010340 | 391805963 | 501 (C) (3) | $7,054 | Subaward | |
| UT Southwestern Medical Center | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909020 | 752556007 | 501 (C) (3) | $1,197,321 | Subaward | |
| Vanderbilt University | ||||||||
| 3319 West End Avenue Suite 800 | Nashville | TN | 372036876 | 620476822 | 501 (C) (3) | $204,978 | Subaward | |
| Virginia Commonwealth University | ||||||||
| 800 East Leigh Street Suite 3200 | Richmond | VA | 232980568 | 546001758 | Govt | $18,133 | Subaward | |
| Wake Forest University | ||||||||
| 1834 Wake Forest Road Box 7227 | WinstonSalem | NC | 271096000 | 560532138 | 501 (C) (3) | $94,436 | Subaward | |
| Washington University | ||||||||
| 700 Rosedale Avenue Box 1034 | St Louis | MO | 631121408 | 436053611 | 501 (C) (3) | $357,555 | Subaward | |
| Western Michigan University | ||||||||
| 1903 W Michigan Avenue | Kalamazoo | MI | 49008 | 382138856 | 501 (C) (3) | $98,599 | Subaward | |
| William Paterson University of New Jersey | ||||||||
| 300 Pompton Road | Wayne | NJ | 074702103 | 222781603 | Govt | $42,470 | Subaward | |
| Yale University | ||||||||
| 155 Whitney Ave Suite 230 | New Haven | CT | 06520 | 060646973 | 501 (C) (3) | $442,918 | Subaward | PO Box 208250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 186 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE STUDENT AID | 4359 | $175,389,881 |
| GRADUATE STUDENT AID | 8825 | $380,911,816 |
| Precollegiate Student Aid | 1751 | $4,899,327 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Paul Alivisatos | ||||||||||||||
| PRESIDENT | $397,347 | $0 | $0 | $0 | $149,890 | $0 | $223,600 | $0 | $6,954 | $0 | $777,791 | $0 | $0 | $0 |
| ROBERT J ZIMMER | ||||||||||||||
| PRESIDENT | $1,427,443 | $0 | $1,752,310 | $0 | $225,641 | $0 | $385,988 | $0 | $22,559 | $0 | $3,813,941 | $0 | $0 | $0 |
| LORI BERKO | ||||||||||||||
| Secretary | $307,395 | $0 | $52,500 | $0 | $1,291 | $0 | $23,200 | $0 | $13,725 | $0 | $398,111 | $0 | $0 | $0 |
| CATHERINE CALLOW-WRIGHT | ||||||||||||||
| VP & SECRETARY OF THE UNIVERSITY | $611,265 | $0 | $145,000 | $0 | $5,164 | $0 | $23,200 | $0 | $33,980 | $0 | $818,609 | $0 | $0 | $0 |
| JUAN DE PABLO | ||||||||||||||
| VP FOR NATIONAL LABORATORIES | $612,328 | $0 | $193,840 | $0 | $116,221 | $0 | $23,200 | $0 | $80,655 | $0 | $1,026,244 | $0 | $0 | $0 |
| DEREK DOUGLAS | ||||||||||||||
| VP CIVIC ENGAGEMENT | $612,461 | $0 | $261,000 | $0 | $35,363 | $0 | $23,200 | $0 | $72,190 | $0 | $1,004,214 | $0 | $0 | $0 |
| KA YEE LEE | ||||||||||||||
| PROVOST | $727,196 | $0 | $56,250 | $0 | $9,189 | $0 | $23,200 | $0 | $104,927 | $0 | $920,762 | $0 | $0 | $0 |
| SHARON MARINE | ||||||||||||||
| VP ALUMNI RELATIONS & DEVL. | $747,435 | $0 | $36,750 | $0 | $6,146 | $0 | $23,200 | $0 | $13,705 | $0 | $827,236 | $0 | $0 | $0 |
| JAMES G NONDORF | ||||||||||||||
| VP ENROLL. & STUDENT ADV. | $761,561 | $0 | $55,500 | $0 | $8,222 | $0 | $23,200 | $0 | $14,341 | $0 | $862,824 | $0 | $0 | $0 |
| BRETT PADGETT | ||||||||||||||
| Interim VP & CHIEF FINANCIAL OFFICER | $422,422 | $0 | $53,000 | $0 | $22,221 | $0 | $23,200 | $0 | $33,521 | $0 | $554,364 | $0 | $0 | $0 |
| KENNETH S POLONSKY | ||||||||||||||
| EXEC. VP MEDICAL AFFAIRS | $1,589,538 | $0 | $681,138 | $0 | $575,460 | $0 | $23,200 | $380,150 | $24,829 | $0 | $2,894,165 | $380,150 | $359,400 | $0 |
| PAUL RAND | ||||||||||||||
| VP COMMUNICATIONS | $484,726 | $0 | $24,250 | $0 | $80,814 | $0 | $23,200 | $0 | $34,494 | $0 | $647,484 | $0 | $0 | $0 |
| MICHELE RASMUSSEN | ||||||||||||||
| DEAN OF STUDENTS | $372,735 | $0 | $36,300 | $0 | $2,619 | $0 | $23,200 | $0 | $10,913 | $0 | $445,767 | $0 | $0 | $0 |
| KIMBERLY TAYLOR | ||||||||||||||
| VP & GENERAL COUNSEL | $768,038 | $0 | $116,250 | $0 | $8,103 | $0 | $23,200 | $0 | $75,211 | $0 | $990,802 | $0 | $0 | $0 |
| PATRICK O'HARA | ||||||||||||||
| INTERIM CHIEF INVESTMENT OFFICER | $497,521 | $0 | $995,627 | $0 | $0 | $0 | $23,200 | $0 | $27,939 | $0 | $1,544,287 | $0 | $0 | $0 |
| MADHAV RAJAN | ||||||||||||||
| DEAN BOOTH SCHOOL OF BUSINESS | $862,921 | $0 | $103,548 | $0 | $92,625 | $0 | $23,200 | $0 | $29 | $0 | $1,082,323 | $0 | $0 | $0 |
| DAVID BARCLAY | ||||||||||||||
| CHIEF OPERATING OFFICER CRSP | $537,297 | $0 | $1,728,528 | $0 | $0 | $0 | $0 | $0 | $12,703 | $0 | $2,278,528 | $0 | $0 | $0 |
| VALLUVAN JEEVANANDAM | ||||||||||||||
| CHIEF CARDIAC & THORACIC SURG. | $1,629,971 | $0 | $194,958 | $0 | $0 | $0 | $23,200 | $0 | $20,430 | $0 | $1,868,559 | $0 | $0 | $0 |
| JOANNA RUPP | ||||||||||||||
| Managing Director Private Equity | $521,406 | $0 | $986,319 | $0 | $0 | $0 | $23,200 | $0 | $44,774 | $0 | $1,575,699 | $0 | $0 | $0 |
| LUCA VRICELLA | ||||||||||||||
| Professor of Surgery | $1,505,163 | $0 | $196,610 | $0 | $26,936 | $0 | $23,200 | $0 | $31,932 | $0 | $1,783,841 | $0 | $0 | $0 |
| STEPHEN G WEBER | ||||||||||||||
| Chief Medical Officer | $685,711 | $0 | $499,641 | $0 | $915,564 | $0 | $23,200 | $0 | $29,387 | $0 | $2,153,503 | $0 | $0 | $0 |
| JOHN R KROLL | ||||||||||||||
| AVP FINANCE | $223,498 | $0 | $60,000 | $0 | $0 | $0 | $23,200 | $0 | $14,115 | $0 | $320,813 | $0 | $0 | $0 |
| IVAN SAMSTEIN | ||||||||||||||
| VP & CHIEF FINANCIAL OFFICER | $289,893 | $402,754 | $63,250 | $0 | $82,824 | $16,205 | $0 | $81,600 | $25,311 | $18,174 | $461,278 | $518,733 | $0 | $0 |
| MARK A SCHMID | ||||||||||||||
| VP AND CHIEF INVEST. OFFICER | $815,974 | $0 | $4,083,210 | $0 | $296,250 | $0 | $23,200 | $0 | $16,702 | $0 | $5,235,336 | $0 | $772,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | UNDER WRITTEN UNIVERSITY POLICY, FIRST CLASS AIR TRAVEL IS ONLY ALLOWED WHEN APPROVED IN ADVANCE BY A DEAN, VICE-PRESIDENT OR THE PROVOST. TWO OFFICERS WERE APPROVED FOR FIRST CLASS TRAVEL IN ACCORDANCE WITH THIS POLICY. NONE OF THE BUSINESS TRIPS WERE DEEMED TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 1a Travel for companions | UNDER WRITTEN UNIVERSITY POLICY, TRAVEL FOR COMPANIONS MUST BE PRE-APPROVED BY THE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND WILL ONLY BE APPROVED WHEN THE COMPANION TRAVEL SERVES A BONA FIDE BUSINESS PURPOSE. TWO OFFICERS HAD COMPANION TRAVEL APPROVED IN ACCORDANCE WITH THIS POLICY. THE COST OF THE COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | INDIVIDUALS MAY HAVE CERTAIN PAYMENTS GROSSED UP AT THE DISCRETION OF HEADS OF DEPARTMENTS, OFFICERS OR THE BOARD OF THE UNIVERSITY. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | (PART 1A & 1B AND PART II) HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. Four INDIVIDUALS RECEIVED A HOUSING ALLOWANCE WHICH WAS INCLUDED IN EACH INDIVIDUAL'S TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | UNDER WRITTEN UNIVERSITY POLICY, SOCIAL AND HEALTH CLUB DUES ARE REIMBURSABLE ONLY IF THE BENEFITS OF THE MEMBERSHIP SUPPORT THE UNIVERSITY'S MISSION AND ONLY IF THE REIMBURSEMENT IS APPROVED BY A DEAN, VICE PRESIDENT, PROVOST OR PRESIDENT OF THE UNIVERSITY. ANY PORTION OF THE DUES NOT USED FOR BUSINESS PURPOSES IS CONSIDERED TAXABLE COMPENSATION. OFFICERS OF THE UNIVERSITY MAINTAIN MEMBERSHIP IN THE QUADRANGLE CLUB, A RELATED ORGANIZATION THAT OPERATES A FACULTY CLUB ON THE CAMPUS OF THE UNIVERSITY FOR PURPOSES OF CONDUCTING MEETINGS AND OTHER UNIVERSITY BUSINESS. THE UNIVERSITY REIMBURSES OFFICERS FOR THESE DUES AND THE REIMBURSEMENT IS NOT DEEMED TAXABLE COMPENSATION. IN ADDITION XXX OFFICERS HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 1a Personal services | THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT. |
| Schedule J, Part I, Line 7 Non-fixed payments | INVESTMENT OFFICE PERSONNEL PARTICIPATE IN AN INCENTIVE COMPENSATION PROGRAM BASED ON PERFORMANCE AND QUALITATIVE MEASUREMENTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B | ||||||||
| A | 521297563 | 4520017E4 | 2003-08-28 | $50,000,000 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
| IFA 100000000 ADJ Rate REV BONDS SERIES 2004B | ||||||||
| B | 861091967 | 45200BHH4 | 2004-11-10 | $100,000,000 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
| IFA 80000000 ADJ RATE REV REFUND BONDS 2004C | ||||||||
| C | 861091967 | 45200BJG4 | 2004-11-30 | $80,000,000 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
| IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008 | ||||||||
| D | 861091967 | 45200FEG0 | 2008-04-03 | $123,604,000 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $22,096,000 | $50,141,933 | $274,223 | $49,867,710 | 2006 | false | false | Yes (true) | Yes (true) | |
| B | $39,913,000 | $102,437,189 | $469,999 | $101,967,190 | 2010 | false | false | Yes (true) | Yes (true) | |
| C | $3,538,000 | $80,000,000 | $463,838 | 2004 | false | Yes (true) | Yes (true) | Yes (true) | $79,536,162 | |
| D | $39,844,000 | $123,604,000 | $752,575 | 2008 | Yes (true) | false | Yes (true) | Yes (true) | $122,851,425 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.001 | 0.0 | 0.001 | false | false | Yes (true) | ||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.001 | 0.0 | 0.001 | false | Yes (true) | Yes (true) | 0.0001 | false |
| C | Yes (true) | 0.0 | 0.0 | 0.0 | ||||||||||
| D | Yes (true) | 0.0 | 0.0 | 0.0 | 0.0004 | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | Yes (true) | |||
| MORGAN STANLEY CAPITAL | ||||||||||||
| C | false | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | Yes (true) | 34.6 | false | false |
| MERRIL LYNCH CAPITAL | ||||||||||||
| D | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | false | Yes (true) | 32.8 | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 PART II, LINE 3 | SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2014A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $3,893. SERIES 2015A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $248,056. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $482,872. SERIES 2020A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $18,032. |
| Schedule K, Part II, Line 11 PART II, LINE 11 | SERIES 2004C: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2018A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2020A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2021A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE | $50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS FOR EDUCATIONAL FACILITIES INCLUDING THE PLANNING, DESIGN AND CONSTRUCTION OF A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, THE ACQUISITION AND IMPLEMENTATION OF CHILLED WATER DISTRIBUTION AND ELECTRICAL REPLACEMENTS, THE EXPANSION OF THE STEAM PLANT, THE RENOVATION AND EXPANSION OF THE LAW SCHOOL, THE RENOVATION OF THE UNIVERSITY'S INTERNATIONAL HOUSE AND ALUMNI CENTER, THE RENOVATION, IMPROVING AND EQUIPPING OF THE UNIVERSITY'S BIOLOGICAL SCIENCE DIVISION AND THE COMPLETION OF VARIOUS OTHER CAMPUS RENOVATIONS AND IMPROVEMENTS AND (ii) PAY COSTS OF ISSUANCE $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS of certain Educational Facilities under the Act, including a new Graduate School of Business Building, a new research building, a new interdivisional research building, new residence halls, and other renovations and replacements and (ii) pay costs of ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE: TO Advance Refund the Series 2001A Bonds Dated: 10/04/2001 and (ii) pay costs of issuance $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE: To Refund the Series 1998A Bonds Dated: 07/01/1998 and (ii) pay costs of issuance $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR for costs of certain Educational Facilities, (ii) Advance refund the Series 2008B Bonds Dated: 01/07/2009 and (iii) pay costs of issuance. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: TO Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) Advance Refund and Defease the Revenue Bonds Series 2007 Dated: 06/28/2007 and (iii) pay costs of issuance $114,705.000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2018A, (F) DESCRIPTION OF PURPOSE: TO Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) refinance the Taxable Commercial Paper Notes, Series A used to refinance the Series 2001B-3 and (iii) pay costs of issuance $164,555,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2020A, (F) DESCRIPTION OF PURPOSE: TO refinance a Taxable Line of Credit used to refinance the 2001B-1 and 2001B-2 bond issues (ii) to refinance the Taxable 2020 Commercial Paper Notes and (iii) pay costs of issuance xxxxxx ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2021A, (F) DESCRIPTION OF PURPOSE: TO Refund a portion of the outstanding Series 2012A Bonds Dated: 02/02/2012 and (ii) pay costs of issuance |
| Schedule K, Part III Bond 2004C and 2008 | All issues refunded by the 2004C issue are either prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. All issues refunded by the 2008 issue are either prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: IEFA 50,000,000 ADJ RATE REV BONDS SERIES 2003B The calculation for computing no rebate due was performed on 04/02/2009 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: IFA 100,000,000 ADJ Rate REV BONDS SERIES 2004B The calculation for computing no rebate due was performed on 12/22/2009 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: IFA 80,000,000 ADJ RATE REV REFUND BONDS 2004C The calculation for computing no rebate due was performed on 12/22/2011 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: IFA 123,604,000 ADJ RATE REV Bonds SERIES 2008 The calculation for computing no rebate due was performed on 03/26/2013 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: IFA 573,645,000 REVENUE BONDS SERIES 2014A The calculation for computing no rebate due was performed on 08/29/2019 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: IFA 415,825,000 REVENUE BONDS SERIES 2015A The calculation for computing no rebate due was performed on 10/22/2020 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A | ||||||||
| A | 861091967 | 45203HB68 | 2014-08-12 | $644,509,246 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
| IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A | ||||||||
| B | 861091967 | 45203H3H3 | 2015-09-10 | $452,070,011 | (SEE SUPPLEMENTAL INFORMATION) | Yes (true) | false | false |
| IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A | ||||||||
| C | 861091967 | 45204ED70 | 2018-03-07 | $128,797,725 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
| IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A | ||||||||
| D | 861091967 | 45204FAE5 | 2020-03-18 | $185,652,910 | (SEE SUPPLEMENTAL INFORMATION) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $46,170,000 | $644,513,139 | $2,131,891 | $175,008,593 | $467,372,655 | 2015 | false | Yes (true) | Yes (true) | Yes (true) | ||
| B | $11,440,000 | $452,318,067 | $1,522,422 | $200,331,641 | $250,464,004 | 2017 | false | false | Yes (true) | Yes (true) | $152,475,000 | |
| C | $129,280,597 | $842,147 | $56,173,450 | $72,265,000 | 2019 | Yes (true) | false | Yes (true) | Yes (true) | |||
| D | $185,670,942 | $737,910 | $184,915,000 | 2020 | Yes (true) | false | Yes (true) | Yes (true) | $18,032 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.001 | 0.0 | 0.001 | false | Yes (true) | 0.0014 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.002 | 0.0 | 0.002 | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.003 | 0.003 | false | false | Yes (true) | ||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFA 219240000 REVENUE BONDS SERIES 2021A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 45204FHB4 | CUSIPNum |
| Bond Issued | 2021-07-06 | BondIssuedDt |
| Issue Price | $281,361,151 | IssuePriceAmt |
| Purpose | (SEE SUPPLEMENTAL INFORMATION) | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $281,387,882 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,093,165 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $26,731 | WorkingCapitalExpendituresAmt |
| Other Spent Proceeds | $280,267,986 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.004 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.004 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | Yes (true) | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.004 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| MADHAV RAJAN | ||||||
| KEY EMPLOYEE | Yes (X) | $1,250,000 | $1,000,000 | false | Yes (true) | Yes (true) |
| JUAN DE PABLO | ||||||
| OFFICER | Yes (X) | $100,000 | $10,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,010,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt |
|---|
| SCHOLARSHIP |
| STIPEND |
| TUITION ASSITANCE |
| STUDENT FEE AID |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| TISHMAN SPEYER CROWN EQUIT | ||
| SEE PART V | SEE PART V | false |
| PIMCO | ||
| SEE PART V | SEE PART V | false |
| THE CARLYLE GROUP | ||
| SEE PART V | SEE PART V | false |
| LAKE CAPITAL PARTNERS | ||
| SEE PART V | SEE PART V | false |
| SHADI BARTSCH-ZIMMER | ||
| SEE PART V | SEE PART V | false |
| TAMAR POLONSKY | ||
| SEE PART V | SEE PART V | false |
| Wealth Strategist Partners | ||
| SEE PART V | SEE PART V | false |
| CareIT Health LLC dba NowPow | ||
| SEE PART V | SEE PART V | false |
| Yolanda Tyler | ||
| SEE PART V | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV PART IV | FormAndLineReferenceDesc |
| Explanation | James S. Crown, a Trustee of the University, and his family own an indirect interest in Tishman Speyer Crown Equities, LLC (Tishman Speyer), which through a subsidiary owns an office building in Washington D.C. in which the University of Chicago leases office space. The lease between the University and Tishman Speyer was negotiated at arms' length and was concluded on fair market terms. The University paid Tishman Speyer a total of $249,973 in rent, taxes and expenses for this property during the tax year ended June 30, 2022. The University also leases office space in New York, New York from Tishman Speyer. The lease between the University and Tishman Speyer was negotiated at arms' length and was concluded on fair market terms. The University paid Tishman Speyer a total of $392,354 in rent, taxes and expenses for this property during the tax year ended June 30, 2022. Rachel Kohler, a Trustee of the University, is a greater than 35% owner of CareIT Health, LLC d/b/a NowPow, a healthcare company that connects patients with social services agencies and support organizations to improve health outcomes. For the tax year ended June 30, 2022, NowPow received $17,550 in fees from the University of Chicago and $79,200 from the University of Chicago Medical Center in connection with the University's purchase of NowPow services. Separately, the University received $120,940 from NowPow as a milestone payment under a license agreement whereby NowPow exclusively licensed certain intellectual property owned by the University, $750,000 royalty and milestone obligation on the license and $1,582,556 equity buyout Rodney Goldstein, a Trustee of the University, is Co-Managing Partner of Wealth Strategist Partners, an investment advisory firm. For the tax year ended June 30, 2022, Stuart E. Lucas, Co-Managing Partner and Chief Investment Officer of WSP, provided teaching and speaking services to the University of Chicago Booth School of Business, for which WSP received $69,523 in fees. Emmanuel Roman, a Trustee of the University, is the Chief Executive Officer of PIMCO, a fixed income investment firm with which the University has invested a portion of its endowment. PIMCO received approximately $1,783,878 in fees in connection with the University's investment for the tax year ended June 30, 2022. David M. Rubenstein, a Trustee of the University, is a Co-Founder and Co-CEO of The Carlyle Group, a private equity firm with which the University has invested a portion of its endowment. The Carlyle Group received approximately $149,545 in fees in connection with the University's investment for the tax year ended June 30, 2022. Paul Yovovich, a Trustee of the University, is President, Principal, and Co-Founder of Lake Capital, a private equity firm with which the University has invested a portion of its endowment. Lake Capital received approximately $134,756 in fees in connection with the University's investment for the tax year ended June 30, 2022. Shadi Bartsch-Zimmer, the wife of FORMER University of Chicago President, Robert J. Zimmer, is employed by the University as a Professor of Classics. Ms. Bartsch-Zimmer was paid a gross salary of $414,396 for the calendar year 2021 in connection with her employment. Tamar Polonsky, the daughter of Kenneth Polonsky, Dean and Executive Vice President for Medical Affairs, is employed by the University as an Associate Professor in the Department of Medicine. Dr. Polonsky was paid $342,747 for the calendar year 2021 in connection with her employment. YOLANDA TYLER, THE WIFE OF TRUSTEE, JASON TYLER, IS EMPLOYED BY THE UNIVERSITY AS A DEPARTMENT ADMINSTRATOR AND ASSISTANT TO THE CHAIR IN THE DEPARTMENT OF STATISTICS. MS. TYLER WAS PAID A GROSS SALARY OF $60,435 FOR THE CALENDAR YEAR 2021 IN CONNECTION WITH HER EMPLOYMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $113,846 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1030 | ContributionCnt |
| Noncash Contributions Rpt F990 | $78,034,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Software | 1 | $331,500 | Cost |
| Yes (X) | Equipment | 1 | $23,607 | Cost |
| Yes (X) | Sponsored events | 3 | $85,151 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | Related organizations in the UK, France, Singapore, Hong Kong and India solicit charitable contributions for the benefit of the University and programs, consistent with their local charitable purposes. |
| Schedule M, Part I, Line 33 Noncash contribution amounts not reported | THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 473,647,610 including grants of $ 6,501,010)(Revenue $ 226,323,697) The other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of Plant |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Antonio Gracias and James Crown, both trustees of the university - Business relationship, Antonio Gracias and Hilarie Koplow-McAdams, both trustees of the university - Business relationship, Ashley D. Joyce and Byron D. Trott, both trustees of the university - Business relationship, JOSEPH NEUBAUER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, THOMAS J. PRITZKER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RACHEL D. KOHLER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RIKA MANSUETO AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ALPER AND KENNETH JACOBS, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ROSENFIELD AND BRIEN O'BRIEN, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, PAUL YOVOVICH AND MICHAEL POLSKY, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | PRIOR TO FILING THE FORM 990, MEMBERS OF THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WERE GIVEN AN OPPORTUNITY TO REVIEW PORTIONS OF THE FORM 990 RELEVANT TO THE THEIR AREAS OF OVERSIGHT. THESE PORTIONS OF THE FORM 990 WERE DISTRIBUTED TO COMMITTEE MEMBERS IN MARCH2023, AND TRUSTEES OF THESE COMMITTEES WERE GIVEN THE OPPORTUNITY TO REVIEW THE FORM AND ASK QUESTIONS. IN ADDITION, IN EARLY APRIL 2023, THE COMPLETED DRAFT FORM 990 (AND FORM 990-T), INCLUDING ALL SCHEDULES, WAS POSTED ON A SECURE WEBSITE ACCESSIBLE TO ALL TRUSTEES TO ALLOW THEM TO REVIEW THE FORM, PROVIDE COMMENTS, AND ASK ANY QUESTIONS. INFORMATION ABOUT ACCESSING THE WEBSITE WAS DISTRIBUTED IN ADVANCE TO ALL TRUSTEES. THE DRAFT FORM REMAINED AVAILABLE ON THE WEBSITE FOR APPROXIMATELY TWO WEEKS, AFTER WHICH ONLINE ACCESS ENDED TO ALLOW THE UNIVERSITY TIME TO FINALIZE THE FORM 990 AND FORM 990T FOR FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | CONFLICT OF INTEREST POLICIES ALL TRUSTEES, OFFICERS, FACULTY, SENIOR ADMINISTRATORS, AND OTHER EMPLOYEES OF THE UNIVERSITY ARE SUBJECT TO CONFLICT OF INTEREST POLICIES THAT, AMONG OTHER THINGS, DEFINE MATERIAL FINANCIAL CONFLICTS OF INTEREST, IDENTIFY THE CLASSES OF INDIVIDUALS COVERED BY THE POLICIES, FACILITATE DISCLOSURE OF INFORMATION, AND SPECIFY PROCEDURES TO BE FOLLOWED IN MANAGING THE CONFLICTS. THESE CONFLICT OF INTEREST POLICIES AND PROCEDURES INCLUDE: (1) THE UNIVERSITY OF CHICAGO CONFLICT OF INTEREST POLICY FOR TRUSTEES AND OFFICERS REQUIRES TRUSTEES AND OFFICERS TO ALERT THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, OR THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL OF ANY POTENTIAL CONFLICT OF INTEREST, AND ABSTAIN FROM PARTICIPATING IN OR VOTING ON THE MATTER. THE POLICY ALSO REQUIRES TRUSTEES AND OFFICERS TO DISCLOSE ON AN ANNUAL BASIS, ACTUAL AND POTENTIAL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ALL CONFLICT OF INTEREST DISCLOSURES AND RELATED DISCUSSIONS ARE SHARED WITH THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, AND THE UNIVERSITY'S PRESIDENT, ITS GENERAL COUNSEL, AND ITS EXTERNAL AUDITORS. THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL, IN CONSULTATION WITH THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE AND SENIOR UNIVERSITY ADMINISTRATORS, COMPILES THE DISCLOSURES INTO A CONFIDENTIAL DATABASE. THE CHAIR OF THE BOARD ALSO REVIEWS ALL DISCLOSED POTENTIAL CONFLICTS OF INTEREST BEFORE MAKING BOARD COMMITTEE ASSIGNMENTS. (2) THE UNIVERSITY'S POLICY ON SERVICE TO OUTSIDE ORGANIZATIONS BY SENIOR ADMINISTRATORS REQUIRES OFFICER AND SENIOR ADMINISTRATORS TO DISCLOSE ALL OFFICER, DIRECTOR, OR TRUSTEE POSITIONS THEY HOLD OR INTEND TO HOLD IN OUTSIDE ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO ORGANIZATIONS IN WHICH THEY HAVE A FINANCIAL INTEREST OR FROM WHICH THEY RECEIVE COMPENSATION. THE UNIVERSITY'S OFFICE OF LEGAL COUNSEL MONITORS SUCH POTENTIAL CONFLICTS BY CIRCULATING ANNUALLY A DISCLOSURE FORM THAT MUST BE UPDATED AS CIRCUMSTANCES CHANGE, AND SENIOR ADMINISTRATORS AND OFFICERS ARE ALSO REQUIRED TO DISCLOSE ALL SUCH RELATIONSHIPS IN ADVANCE TO THEIR IMMEDIATE SUPERVISOR. THIS INFORMATION MAY BE SHARED WITH THE UNIVERSITY'S TRUSTEES, PRESIDENT, PROVOST, VICE PRESIDENT AND GENERAL COUNSEL, AND OTHERS AS NECESSARY; COMPENSATED OUTSIDE SERVICE IS ALSO SUBJECT TO REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. (3) ACADEMIC EMPLOYEES, INCLUDING THE PRESIDENT AND THE PROVOST, ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST AND CONFLICT OF COMMITMENT POLICY FOR FACULTY AND OTHER ACADEMIC APPOINTEES. THE OFFICE OF THE PROVOST IS THE ADMINISTRATIVE OFFICE CHARGED WITH ASSURING COMPLIANCE WITH THE FACULTY CONFLICT OF INTEREST POLICY. THE PROVOST HAS DELEGATED OVERSIGHT OF THIS POLICY TO THE VICE PROVOST AS ITS CHAIR. THE PROVOST ALSO APPOINTS THE MEMBERS OF THE STANDING COMMITTEE ON INDIVIDUAL CONFLICTS OF INTEREST AND DESIGNATES THE DEPUTY PROVOST FOR RESEARCH AS ITS CHAIR. THE PROVOST REPORTS PERIODICALLY TO THE STANDING COMMITTEE ON THE STATUS OF FACULTY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY; THE REPORT INCLUDES HOW RISKS HAVE BEEN ADDRESSED THROUGH MANAGEMENT PLANS OR OTHER PRACTICES INTENDED TO PROVIDE FOR THE REDUCTION, ELIMINATION OR MANAGEMENT OF FINANCIAL CONFLICTS OF INTERESTS. THE VICE PROVOST SEEKS ASSESSMENTS OF THE RISKS AND RECOMMENDATIONS FOR RESPONSIBLE MANAGEMENT FROM DEPARTMENT CHAIRS AND DEANS AND OTHERS SUCH AS THE DIRECTOR OF UNIVERSITY RESEARCH ADMINISTRATION AND THE OFFICE OF LEGAL COUNSEL. (4) THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES ALL NON-ACADEMIC EMPLOYEES TO AVOID INVOLVEMENT IN ACTIVITIES WHICH MIGHT CONFLICT, OR MIGHT APPEAR TO CONFLICT, WITH THEIR INSTITUTIONAL RESPONSIBILITIES, INCLUDING, BUT NOT LIMITED TO BUSINESS OR FINANCIAL INTERESTS, TRANSACTIONS INVOLVING THE USE OF CONFIDENTIAL INFORMATION OR KNOWLEDGE GAINED AS A RESULT OF THE EMPLOYEE'S RELATIONSHIP WITH THE UNIVERSITY, THE USE OF UNIVERSITY RESOURCES FOR PERSONAL BENEFIT OR THE BENEFIT OF OTHERS, THE ACCEPTANCE OF GIFTS OF MORE THAN NOMINAL VALUE, AND NEPOTISM. CONFLICT OF INTEREST POLICY REQUIRES STAFF TO PROVIDE FULL DISCLOSURE OF ANY INTEREST THAT MIGHT INFLUENCE, OR APPEAR TO HAVE THE CAPACITY TO INFLUENCE, THE STAFF MEMBER'S OFFICIAL DECISIONS OR ACTIONS ON UNIVERSITY MATTERS. THE DISCLOSURES ARE TO BE IN WRITING, TENDERED TO THE EMPLOYEE'S IMMEDIATE SUPERVISOR, DEPARTMENT HEAD, OR THE APPROPRIATE VICE PRESIDENT OF THE UNIVERSITY. (5) THE UNIVERSITY'S POLICY ON BUSINESS CONDUCT AT THE UNIVERSITY OF CHICAGO REQUIRES ALL UNIVERSITY EMPLOYEES TO, AMONG OTHER THINGS, AVOID REAL OR PERCEIVED CONFLICTS OF INTEREST; USE UNIVERSITY RESOURCES ONLY FOR LEGITIMATE UNIVERSITY BUSINESS; AND REPORT POSSIBLE VIOLATIONS OF THE POLICY, OTHER UNIVERSITY POLICIES, OR APPLICABLE LAW. MEMBERS OF THE UNIVERSITY COMMUNITY ARE ENCOURAGED TO REPORT COMPLIANCE CONCERNS THROUGH NORMAL LINES OF COMMUNICATION INCLUDING DISCUSSIONS WITH SUPERVISORS OR ADVISORS AND, IF NECESSARY, THROUGH THE TOLL-FREE HOTLINE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | DURING THE TAX YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTED ITS ANNUAL REVIEW OF COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND ALL OTHER UNIVERSITY OFFICERS, BASED ON A RECOMMENDATION FROM THE CHAIRMAN OF THE BOARD OF TRUSTEES IN THE CASE OF THE PRESIDENT'S COMPENSATION, AND RECOMMENDATIONS FROM THE PRESIDENT IN THE CASE OF OFFICER COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWED THESE RECOMMENDATIONS, INCLUDING A REVIEW OF COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS, AND MADE FINAL DECISIONS REGARDING COMPENSATION. ALL DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN MINUTES MAINTAINED BY THE UNIVERSITY. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICIES, AND MOST RECENT FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBSITE, WWW.UCHICAGO.EDU. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 4367376, Related or Exempt Function Revenue: 4367376, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO ARGONNE LLC | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 680628477 | MANAGE LAB | IL | $1,113,727,105 | $0 | UNIV OF CHICAGO | |
| UNIV OF CHICAGO FOUNDATION LTD | ||||||||||
| 980525557 | FUNDRAISING | $1,265,009 | $356,362 | UNIV OF CHICAGO | UK | |||||
| THEORY AND COMPUTING SCIENCES BUILDING TRUST | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 516596577 | RESEARCH BUILDING | IL | $19,378,627 | $191,689,806 | UNIV OF CHICAGO | |
| UCHICAGO TRADING | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 300517735 | INVESTING | $5,418,787 | $6,571,560 | UNIV OF CHICAGO | CJ | |
| MAROON INVESTMENTS LLC | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | IL | $0 | $0 | UNIV OF CHICAGO | ||
| UCHICAGO IMPACT LLC | ||||||||||
| 1307 E 60TH STREET | CHICAGO | IL | 60637 | 611682394 | EDUCATION | IL | $6,192,624 | $6,485,786 | UNIV OF CHICAGO | |
| HARPER COURT HOLDINGS LLC | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | IL | $11,153,765 | $1,345,090 | UNIV OF CHICAGO | ||
| LPA MANAGEMENT LLC | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | PROPERTY MANAGEMENT | IL | $541,471 | $44,770 | UNIV OF CHICAGO | ||
| 6014 Cottage Grove LPA Holdings LLC | ||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | Property Holding Company | IL | $1,139,863 | $0 | UNIV OF CHICAGO | ||
| Center for Research in Security Prices LLC | ||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | Securities Research and Data | IL | $49,138,212 | $25,345,627 | UNIV OF CHICAGO | ||
| HARPER COURT HOLDINGS 2 LLC | ||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | IL | $0 | $0 | UNIV OF CHICAGO | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASIAN HEALTH COALITION | |||||||||||||||||
| 180 W WASHINGTON ST SUITE 1000 | CHICAGO | IL | 60602 | 311607193 | HEALTHCARE ACCESSIBILITY | IL | 501(c)(3) | 10 | UNIV OF CHICAGO | Yes (true) | |||||||
| ARCH DEVELOPMENT CORPORATION | |||||||||||||||||
| 5555 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | 363485244 | TECH TRANSFER | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| CHAPIN HALL CENTER FOR CHILDREN | |||||||||||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | 362167012 | POLICY RESEARCH CENTER | IL | 501(c)(3) | 7 | false | N/A | |||||||
| CHICAGO HOME FOR THE INCURABLES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362169138 | SUPP RESEARCH | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| CHICAGO TUMOR INSTITUTE | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 237136019 | SUPP RESEARCH | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| COURT THEATRE FUND | |||||||||||||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363203660 | SUPP THE ARTS | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| FERMI RESEARCH ALLIANCE LLC | |||||||||||||||||
| PO BOX 500 | BATAVIA | IL | 60510 | 571239010 | MANAGE LAB | IL | 501(c)(3) | 7 | false | N/A | |||||||
| HYMEN MILGROM SUPPORTING ORGANIZATION | |||||||||||||||||
| 33 N LASALLE ST SUITE 2131 | CHICAGO | IL | 60602 | 466789522 | SUPP EDUCATION RESEARCH | VA | 501(c)(3) | Type III-O | false | N/A | |||||||
| LAKE PARK ASSOCIATES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366111317 | PROPERTY HOLDING | IL | 501(c)(2) | UNIV OF CHICAGO | Yes (true) | ||||||||
| NATIONAL OPINION RESEARCH CENTER | |||||||||||||||||
| 55 E MONROE AVENUE | CHICAGO | IL | 60603 | 362167808 | SO SCI SURVEYS | IL | 501(c)(3) | 7 | Yes (true) | N/A | |||||||
| THE JOHN CRERAR FOUNDATION | |||||||||||||||||
| 5730 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363155157 | SUPPORT THE LIBRARY | IL | 501(c)(3) | Type III-O | false | N/A | |||||||
| THE MARINE BIOLOGICAL LABORATORY | |||||||||||||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | 042104690 | RESEARCH AND EDUCATION | MA | 501(c)(3) | 7 | UNIV OF CHICAGO | Yes (true) | |||||||
| THE QUADRANGLE CLUB | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 361655190 | SOCIAL CLUB | IL | 501(c)(7) | UNIV OF CHICAGO | Yes (true) | ||||||||
| UCHICAGO RESEARCH BANGLADESH LTD | |||||||||||||||||
| RESEARCH | UCHGO RSCH INTL | Yes (true) | BG | ||||||||||||||
| UCHICAGO RESEARCH INTERNATIONAL LTD | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 262741573 | RESEARCH | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||||
| EDUCATION | UNIV OF CHICAGO | Yes (true) | UK | ||||||||||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||||
| EDUCATION | UNIV OF CHICAGO | Yes (true) | SN | ||||||||||||||
| UNIV OF CHGO FOUNDATION IN HONG KONG LTD | |||||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | Yes (true) | HK | ||||||||||||||
| UNIV OF CHICAGO CHARTER SCHOOL CORP | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 364225812 | EDUCATION | IL | 501(c)(3) | 2 | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIVERSITY OF CHICAGO CANCER RESEARCH Foundation | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366056201 | SUPP RESEARCH | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIVERSITY OF CHICAGO CENTER IN PARIS | |||||||||||||||||
| EDUCATION | UNIV OF CHICAGO | Yes (true) | FR | ||||||||||||||
| UNIVERSITY OF CHICAGO CLOISTERS CLUB | |||||||||||||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | SOCIAL CLUB | IL | UNIV OF CHICAGO | Yes (true) | ||||||||||
| UNIVERSITY OF CHICAGO MEDICAL CTR | |||||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 363488183 | HOSPITAL | IL | 501(c)(3) | 3 | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366108743 | PROPERTY HOLDING | IL | 501(c)(2) | UNIV OF CHICAGO | Yes (true) | ||||||||
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363999692 | MEDICAL TRUST | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363020034 | MALPRACTICE TRUST | IL | 501(c)(3) | Type I | UNIV OF CHICAGO | Yes (true) | |||||||
| UNIVERSITY OF CHICAGO TRUST (INDIA) | |||||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | false | IN | L-9 east wing raheja towers mg r | BANGALORE | karnataka | IN | 560001 | |||||||||
| UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC | |||||||||||||||||
| 208 SOUTH LASALLE STREET | CHICAGO | IL | 60604 | 363181170 | PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICES | IL | 501(c)(3) | Type II | UNIV OF CHICAGO MEDICAL CENTER | Yes (true) | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA | |||||||||||
| CONSULTING | CH | UNIVERSITY OF CHICAGO | $2,076,559 | $4,264,799 | 1 | false | |||||
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | |||||||||||
| CONSULTING | IN | UNIVERSITY OF CHICAGO | $1,218,232 | $2,755,894 | 0.51 | false | |||||
| SC CURRICULUM INC | |||||||||||
| SCIENCE CURRICULUM | UNIVERSITY OF CHICAGO | 1 | false | 70 WEST MADISON ST | CHICAGO | IL | 60603 | IL | |||
| CHARITABLE REMAINDER TRUSTS (75) | |||||||||||
| CHARITABLE RMDR TRUST | UNIVERSITY OF CHICAGO | 0.94 | false | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | |||
| CHARITABLE LEAD TRUST (0) | |||||||||||
| CHARITABLE LEAD TRUST | UNIVERSITY OF CHICAGO | 1 | false | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | |||
| POOLED INCOME FUND (1) | |||||||||||
| POOLED INCOME FUND | UNIVERSITY OF CHICAGO | 1 | false | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | |||
| PHOENIX OVERLAY FUND LTD | |||||||||||
| INVESTING | CJ | UNIVERSITY OF CHICAGO | -$11,507 | $86,844 | 1 | false | 401 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (44 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| A | $34,941 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| C | $71,750,000 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| N | $19,858,812 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| O | $80,920,317 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| P | $521,231,346 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| Q | $381,651,419 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| S | $44,604,247 | CASH VALUE |
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION | ||
| O | $71,269 | CASH VALUE |
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION | ||
| S | $59,943 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| A | $13,123 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| B | $207,028 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| Q | $1,737,034 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| S | $2,713,481 | CASH VALUE |
| UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION | ||
| B | $1,450,593 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| C | $1,360,261 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| O | $133,047 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| P | $245,382 | CASH VALUE |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | ||
| S | $261,265 | CASH VALUE |
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | ||
| R | $0 | CASH VALUE |
| NATIONAL OPINION RESEARCH CENTER | ||
| A | $733,727 | CASH VALUE |
| THE QUADRANGLE CLUB | ||
| P | $0 | CASH VALUE |
| FERMI RESEARCH ALLIANCE LLC | ||
| S | $1,087,294 | CASH VALUE |
| UNIVERSITY OF CHICAGO CENTER IN PARIS | ||
| R | $2,216,368 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| N | $1,525,178 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| O | $3,335,978 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| Q | $573,553 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| R | $1,549,073 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| S | $5,557,755 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE | ||
| Q | $0 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE | ||
| R | $0 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE | ||
| S | $32,984 | CASH VALUE |
| UCHICAGO RESEARCH INTERNATIONAL LIMITED | ||
| R | $1,886,862 | CASH VALUE |
| UCHICAGO RESEARCH BANGLADESH LLC | ||
| P | $685,000 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| O | $3,652,847 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| Q | $1,496,041 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| R | $6,797,787 | CASH VALUE |
| JOHN CRERAR FOUNDATION | ||
| C | $67,000 | CASH VALUE |
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | ||
| P | $42,188 | CASH VALUE |
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | ||
| R | $3,446,430 | CASH VALUE |
| HYMEN MILGROM SUPPORTING ORGANIZATION | ||
| C | $743,264 | CASH VALUE |
| CHAPIN HALL CENTER FOR CHILDREN | ||
| R | $473,000 | CASH VALUE |
| THE MARINE BIOLOGICAL LABORATORY | ||
| R | $13,906,615 | CASH VALUE |
| ASIAN HEALTH COALITION | ||
| Q | $922,895 | CASH VALUE |
| CHICAGO HOME FOR THE INCURABLES | ||
| C | $793,626 | CASH VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part I IDENTIFICATION OF DISREGRDED ENTITIES | FormAndLineReferenceDesc |
| Explanation | THEORY & COMPUTING SCIENCES BUILDING TRUST - THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE THE BASIS FOR THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $191,689,806 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2022 IS $19,378,627. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $5,602,396 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $1,113 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES OF ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII, AND IX OF THE FORM 990. FOR PURPOSES OF COMPLETENESS, PLEASE NOTE THE FOLLOWING: THE ENTITIES LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER: UCMC COMMUNITY PHYSICIANS LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 38-3865637 PRIMARY ACTIVITY: PHYSICIAN SERVICES LEGAL DOMICILE: ILLINOIS UCMCN ACO LLC 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS INGALLS CARE NETWORK 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4222269 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UCM GLOBAL LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 32-0579811 PRIMARY ACTIVITY: INTERNATIONAL MEDICAL CONSULTING LEGAL DOMICILE: ILLINOIS ALSO NOTE: THE UNIVERSITY OF CHICAGO MEDICAL CENTER IS A LESS THAN 50% MEMBER IN A JOINT VENTURE WITH: UCMC/SCH ONCOLOGY JV LLC, A TAX EXEMPT ENTITY, 1850 SILVER CROSS BLVD, NEW LENOX, IL 60451, EIN: 32-2436795 AND THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, IS THE SOLE MEMBER OF THE FOLLOWING RELATED ENTITIES: UCM CARE NETWORK MEDICAL GROUP INC. 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4221241 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK AFFILIATED PHYSICIANS LLC, 5841 S. MARYLAND, CHICAGO, IL 60637, EIN: 47-4233918 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS THE FOLLOWING ENTITY IS A DISREGARDED ENTITY OF UCHICAGO RESEARCH INTERNATIONAL, A RELATED ENTITY: UCHICAGO RESEARCH BANGLADESH LLC, 5801 S. ELLIS AVENUE, CHICAGO, IL 60637 PRIMARY ACTIVITY: SUPPORT RESEARCH LEGAL DOMICILE: ILLINOIS | ExplanationTxt |