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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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T20:41:00+00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362177139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7738345819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16054 S Drexel AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEE HE KIMPersonNm
Person TitleASSOCIATE VP FOR FINANCEPersonTitleTxt
Phone7738345819PhoneNum
Signature2023-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEE HEPersonFirstNm
Person LastKIMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL ALIVISATOSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S ELLIS AVENUEAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,456,813,212GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCHICAGO.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE 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 Body51VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee26838TotalEmployeeCnt
Total Volunteers9703TotalVolunteersCnt
Total Gross UBI$4,737,117TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$466,158NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,873,493,993PYContributionsGrantsAmt
CY Contributions Grants$2,192,372,791CYContributionsGrantsAmt
PY Program Service Revenue$1,747,617,364PYProgramServiceRevenueAmt
CY Program Service Revenue$1,793,229,141CYProgramServiceRevenueAmt
PY Investment Income$520,954,933PYInvestmentIncomeAmt
CY Investment Income$547,341,286CYInvestmentIncomeAmt
PY Other Revenue$66,246,714PYOtherRevenueAmt
CY Other Revenue$80,888,754CYOtherRevenueAmt
PY Total Revenue$4,208,313,004PYTotalRevenueAmt
CY Total Revenue$4,613,831,972CYTotalRevenueAmt
PY Grants And Similar Paid$614,211,573PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$657,333,388CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,218,440,244PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,490,888,447CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$59,420PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$386,261CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$61,516,519CYTotalFundraisingExpenseAmt
PY Other Expenses$929,271,733PYOtherExpensesAmt
CY Other Expenses$1,275,879,022CYOtherExpensesAmt
PY Total Expenses$3,761,982,970PYTotalExpensesAmt
CY Total Expenses$4,424,487,118CYTotalExpensesAmt
PY Revenues Less Expenses$446,330,034PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$189,344,854CYRevenuesLessExpensesAmt
Total Assets BOY$15,615,348,444TotalAssetsBOYAmt
Total Assets EOY$14,408,247,538TotalAssetsEOYAmt
Total Liabilities BOY$5,813,391,481TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,809,316,020TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,801,956,963NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,598,931,518NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,428,598,388ExpenseAmt
Grant$0GrantAmt
Revenue$1,171,553,579RevenueAmt
DescInstruction: 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

FieldValueIRS element (for citing)
Expense$1,180,992,776ExpenseAmt
Grant$80,784,045GrantAmt
Revenue$456,715,688RevenueAmt
DescResearch: 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

FieldValueIRS element (for citing)
Expense$570,048,333ExpenseAmt
Grant$570,048,333GrantAmt
Revenue$0RevenueAmt
DescScholarships & 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

FieldValueIRS element (for citing)
Expense$473,647,610ExpenseAmt
Grant$6,501,010GrantAmt
Revenue$226,323,697RevenueAmt
DescThe other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of PlantDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$473,647,610TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,501,010TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$226,323,697TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,653,287,107TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document25457IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee26838EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountryBGForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members51GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEE HE KIMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7738345819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16054 S DREXEL AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Paul Alivisatos
PRESIDENT40.0Yes (X)Yes (X)$547,237$0$230,554
ROBERT J ZIMMER
PRESIDENT40.0Yes (X)Yes (X)$3,405,394$0$408,54716.0
ALVARO J SAIEH
TRUSTEE2.0Yes (X)$0$0$0
ANDREW M ALPER
TRUSTEE2.0Yes (X)$0$0$0
ANDREW M ROSENFIELD
TRUSTEE2.0Yes (X)$0$0$0
Antonio J Gracias
TRUSTEE2.0Yes (X)$0$0$0
ASHLEY D JOYCE
TRUSTEE2.0Yes (X)$0$0$0
BRADY W DOUGAN
TRUSTEE2.0Yes (X)$0$0$0
BRETT J HART
TRUSTEE2.0Yes (X)$0$0$0
BRIEN M O'BRIEN
TRUSTEE2.0Yes (X)$0$0$0
BYRON D TROTT
TRUSTEE2.0Yes (X)$0$0$0
DANIEL L DOCTOROFF
TRUSTEE2.0Yes (X)$0$0$0
DAVID B BROOKS
TRUSTEE2.0Yes (X)$0$0$0
DAVID G BOOTH
TRUSTEE2.0Yes (X)$0$0$0
DAVID M RUBENSTEIN
TRUSTEE2.0Yes (X)$0$0$0
DEBRA A CAFARO
TRUSTEE2.0Yes (X)$0$0$0
DENNIS J KELLER
TRUSTEE2.0Yes (X)$0$0$0
DONALD R WILSON JR
TRUSTEE2.0Yes (X)$0$0$0
EMILY NICKLIN
TRUSTEE2.0Yes (X)$0$0$0
EMMANUEL ROMAN
TRUSTEE2.0Yes (X)$0$0$0
FRANCIS TF YUEN
TRUSTEE2.0Yes (X)$0$0$0
FRANK A BAKER II
TRUSTEE2.0Yes (X)$0$0$0
GREGORY W WENDT
TRUSTEE2.0Yes (X)$0$0$0
GURU RAMAKRISHNAN
TRUSTEE2.0Yes (X)$0$0$0
HILARIE KOPLOW-MCADAMS
TRUSTEE2.0Yes (X)$0$0$0
JAMES M KILTS
TRUSTEE2.0Yes (X)$0$0$0
JAMES S CROWN
TRUSTEE2.0Yes (X)$0$0$0
Jason J Tyler
TRUSTEE2.0Yes (X)$0$0$0
JOHN A EDWARDSON
TRUSTEE2.0Yes (X)$0$0$0
JOHN LIEW
TRUSTEE2.0Yes (X)$0$0$0
JOHN W ROGERS JR
TRUSTEE2.0Yes (X)$0$0$0
JOSEPH NEUBAUER
CHAIRMAN OF THE BOARD18.0Yes (X)$0$0$0
KAREN L KATEN
TRUSTEE2.0Yes (X)$0$0$0
KENNETH C GRIFFIN
TRUSTEE2.0Yes (X)$0$0$0
KENNETH M JACOBS
TRUSTEE2.0Yes (X)$0$0$0
MARY A TOLAN
TRUSTEE2.0Yes (X)$0$0$0
MARY LOUISE GORNO
VICE CHAIR OF THE BOARD18.0Yes (X)$0$0$0
MICHAEL J KLINGENSMITH
TRUSTEE2.0Yes (X)$0$0$0
MICHAEL P POLSKY
TRUSTEE2.0Yes (X)$0$0$0
MYRTLE S POTTER
TRUSTEE2.0Yes (X)$0$0$0
NASSEF O SAWIRIS
TRUSTEE2.0Yes (X)$0$0$0
PAUL G YOVOVICH
TRUSTEE2.0Yes (X)$0$0$0
RACHEL D KOHLER
TRUSTEE2.0Yes (X)$0$0$0
RIKA MANSUETO
TRUSTEE2.0Yes (X)$0$0$0
RODNEY L GOLDSTEIN
TRUSTEE2.0Yes (X)$0$0$0
SANFORD J GROSSMAN
TRUSTEE2.0Yes (X)$0$0$0
SATYA NADELLA
TRUSTEE2.0Yes (X)$0$0$0
STEVE G STEVANOVICH
TRUSTEE2.0Yes (X)$0$0$0
STEVEN A KERSTEN
TRUSTEE2.0Yes (X)$0$0$0
TANDEAN RUSTANDY
TRUSTEE2.0Yes (X)$0$0$0
THOMAS A COLE
TRUSTEE2.0Yes (X)$0$0$0
THOMAS F DUNN
TRUSTEE2.0Yes (X)$0$0$0
THOMAS J PRITZKER
TRUSTEE2.0Yes (X)$0$0$0
ANDY WARD
VP AND CHIEF INVEST. OFFICER40.0Yes (X)$132,459$0$16,228
BRETT PADGETT
Interim VP & CHIEF FINANCIAL OFFICER40.0Yes (X)$497,643$0$56,721
CATHERINE CALLOW-WRIGHT
VP & SECRETARY OF THE UNIVERSITY40.0Yes (X)$761,429$0$57,18014.0
DEREK DOUGLAS
VP CIVIC ENGAGEMENT40.0Yes (X)$908,824$0$95,3904.0
JAMES G NONDORF
VP ENROLL. & STUDENT ADV.40.0Yes (X)$825,283$0$37,541
JUAN DE PABLO
VP FOR NATIONAL LABORATORIES40.0Yes (X)$922,389$0$103,8554.0
KA YEE LEE
PROVOST40.0Yes (X)$792,635$0$128,1274.0
KENNETH S POLONSKY
EXEC. VP MEDICAL AFFAIRS40.0Yes (X)$2,846,136$0$428,17920.0
KIMBERLY TAYLOR
VP & GENERAL COUNSEL40.0Yes (X)$892,391$0$98,4118.0
LORI BERKO
Secretary40.0Yes (X)$361,186$0$36,925
MARYFRANCES MCCOURT
CHIEF FINANCIAL OFFICER40.0Yes (X)$0$0$05.0
MICHELE RASMUSSEN
DEAN OF STUDENTS40.0Yes (X)$411,654$0$34,113
PATRICK O'HARA
INTERIM CHIEF INVESTMENT OFFICER40.0Yes (X)$1,493,148$0$51,139
PAUL RAND
VP COMMUNICATIONS40.0Yes (X)$589,790$0$57,694
SHARON MARINE
VP ALUMNI RELATIONS & DEVL.40.0Yes (X)$790,331$0$36,905
MADHAV RAJAN
DEAN BOOTH SCHOOL OF BUSINESS40.0$1,059,094$0$23,229Yes (X)
DAVID BARCLAY
CHIEF OPERATING OFFICER CRSP40.0$2,265,825$0$12,703Yes (X)
JOANNA RUPP
Managing Director Private Equity40.0$1,507,725$0$67,974Yes (X)
LUCA VRICELLA
Professor of Surgery40.0$1,728,709$0$55,132Yes (X)
STEPHEN G WEBER
Chief Medical Officer40.0$2,100,916$0$52,587Yes (X)
VALLUVAN JEEVANANDAM
CHIEF CARDIAC & THORACIC SURG.40.0$1,824,929$0$43,630Yes (X)
IVAN SAMSTEIN
VP & CHIEF FINANCIAL OFFICER40.0$435,967$418,959$125,0857.0Yes (X)
JOHN R KROLL
AVP FINANCE40.0$283,498$0$37,3150.0Yes (X)
MARK A SCHMID
VP AND CHIEF INVEST. OFFICER40.0$5,195,434$0$39,902Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$32,580,026TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$418,959TotReportableCompRltdOrgAmt
Total Other Compensation$2,335,066TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5756IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BON APPETIT MANAGEMENT CO
100 HAMILTON AVENUE SUITE 400PALO ALTOCA94301FOOD SERVICES$15,754,975
AMERICAN BUILDING MAINTENANCE
180 N LASALLE STREETCHICAGOIL60601FACILITY MAINTENANCE$13,773,145
CHARTWELLS DINING SERVICES
2 International DriveRye BrookNY10573FOOD SERVICES$7,399,271
BERGLUND CONSTRUCTION CO
8410 S South Chicago AveCHICAGOIL60617CONSTRUCTION & RELATED SERVICES$5,720,755
TURNER CONSTRUCTION CO
55 E MONROE ST SUITE 1430CHICAGOIL60603CONSTRUCTION & RELATED SERVICES$4,843,551
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1529CntrctRcvdGreaterThan100KCnt
Fundraising$2,511,051FundraisingAmt
Related Organizations$71,750,000RelatedOrganizationsAmt
Government Grants$1,580,896,870GovernmentGrantsAmt
All Other Contributions$537,214,870AllOtherContributionsAmt
Noncash Contributions$78,588,346NoncashContributionsAmt
Total Contributions$2,192,372,791TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611310$1,171,553,579$1,171,553,579
Sales & Services Edu611310$456,715,688$456,715,688
Sales & Services Aux611710$112,886,101$112,886,101
Fees from Govt Agencies900099$52,073,773$52,073,773

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,793,229,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,249,640TotalRevenueColumnAmt
Unrelated Business Revenue$466,158UnrelatedBusinessRevenueAmt
Exclusion$110,783,482ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,297,790TotalRevenueColumnAmt
Related Or Exempt Func Income$1,800,652RelatedOrExemptFuncIncomeAmt
Exclusion$15,497,138ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,270,685,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,840,010,018SecuritiesAmt
Other-$5,416,664OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$430,674,982SecuritiesAmt
Other$5,416,664OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$436,091,646TotalRevenueColumnAmt
Exclusion$436,091,646ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$143,095FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,511,051ContriRptFundraisingEventAmt
Fundraising Direct Expenses$386,261FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$243,166TotalRevenueColumnAmt
Exclusion-$243,166ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$53,506,250GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,001,625CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,504,625TotalRevenueColumnAmt
Related Or Exempt Func Income$45,504,625RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Conferences and Catering722320$3,012,444$3,012,444
Actuarial Adjustment900099$9,691,170$9,691,170
Press511130$1,258,515$1,258,515

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,367,376TotalRevenueColumnAmt
Related Or Exempt Func Income$4,367,376RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,329,505OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,613,831,972TotalRevenueColumnAmt
Related Or Exempt Func Income$1,854,592,964RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,737,117UnrelatedBusinessRevenueAmt
Exclusion$562,129,100ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$74,425,366TotalAmt
Program Services$74,425,366ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$561,201,024TotalAmt
Program Services$561,201,024ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$21,706,998TotalAmt
Program Services$21,706,998ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$20,961,066TotalAmt
Management And General$20,170,735ManagementAndGeneralAmt
Fundraising$790,331FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,991,441,146TotalAmt
Program Services$1,647,674,254ProgramServicesAmt
Management And General$305,721,106ManagementAndGeneralAmt
Fundraising$38,045,786FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$164,317,135TotalAmt
Program Services$100,178,626ProgramServicesAmt
Management And General$60,926,509ManagementAndGeneralAmt
Fundraising$3,212,000FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$200,781,568TotalAmt
Program Services$152,395,917ProgramServicesAmt
Management And General$43,760,277ManagementAndGeneralAmt
Fundraising$4,625,374FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$113,387,532TotalAmt
Program Services$64,419,936ProgramServicesAmt
Management And General$46,902,118ManagementAndGeneralAmt
Fundraising$2,065,478FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$43,059,103TotalAmt
Program Services$36,873,182ProgramServicesAmt
Management And General$5,105,866ManagementAndGeneralAmt
Fundraising$1,080,055FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,389,963TotalAmt
Program Services$113,428ProgramServicesAmt
Management And General$9,276,535ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,686,756TotalAmt
Management And General$2,686,756ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Management And General$3,600ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$386,261TotalAmt
Fundraising$386,261FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,023,715TotalAmt
Program Services$6,023,715ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$246,575,043TotalAmt
Program Services$188,062,520ProgramServicesAmt
Management And General$58,512,523ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,757,981TotalAmt
Program Services$8,750,182ProgramServicesAmt
Management And General$7,799ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$264,704,268TotalAmt
Program Services$212,303,035ProgramServicesAmt
Management And General$48,814,709ManagementAndGeneralAmt
Fundraising$3,586,524FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$65,638,343TotalAmt
Program Services$39,837,161ProgramServicesAmt
Management And General$25,057,084ManagementAndGeneralAmt
Fundraising$744,098FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$10,741,973TotalAmt
Program Services$10,652,823ProgramServicesAmt
Management And General$89,150ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$102,738,239TotalAmt
Program Services$86,656,410ProgramServicesAmt
Management And General$15,136,530ManagementAndGeneralAmt
Fundraising$945,299FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,098,405TotalAmt
Program Services$19,686,390ProgramServicesAmt
Management And General$2,901,900ManagementAndGeneralAmt
Fundraising$510,115FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$31,568,534TotalAmt
Program Services$26,627,638ProgramServicesAmt
Management And General$4,214,793ManagementAndGeneralAmt
Fundraising$726,103FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$152,939,341TotalAmt
Program Services$152,939,341ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$7,041,739TotalAmt
Management And General$7,041,739ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$208,678,474TotalAmt
Program Services$208,678,474ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total-$260,412TotalAmt
Program Services-$155,961ProgramServicesAmt
Management And General-$103,043ManagementAndGeneralAmt
Fundraising-$1,408FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$109,576,947TotalAmt
Program Services$74,753,769ProgramServicesAmt
Management And General$31,191,253ManagementAndGeneralAmt
Fundraising$3,631,925FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,424,487,118TotalAmt
Program Services$3,653,287,107ProgramServicesAmt
Management And General$709,683,492ManagementAndGeneralAmt
Fundraising$61,516,519FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$224,505,267BOYAmt
EOY$64,149,714EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$222,207,901BOYAmt
EOY$153,723,805EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,396,486,564BOYAmt
EOY$1,384,938,361EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,717,979BOYAmt
EOY$76,593,098EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,270,000BOYAmt
EOY$1,010,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$63,293,747BOYAmt
EOY$65,292,840EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,097,618BOYAmt
EOY$2,869,421EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$107,000,686BOYAmt
EOY$178,487,192EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,110,050,303LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,940,291,614LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,205,947,409BOYAmt
EOY$3,169,758,689EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,884,748,282BOYAmt
EOY$3,118,319,757EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,228,989,217BOYAmt
EOY$5,974,756,958EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$215,083,774BOYAmt
EOY$218,347,703EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,615,348,444BOYAmt
EOY$14,408,247,538EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$768,474,031BOYAmt
EOY$646,404,989EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$254,461,319BOYAmt
EOY$293,940,311EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,759,239,328BOYAmt
EOY$1,683,120,038EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$41,964,265BOYAmt
EOY$39,825,724EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,573,209,764BOYAmt
EOY$2,595,922,730EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$416,042,774BOYAmt
EOY$550,102,228EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,813,391,481BOYAmt
EOY$5,809,316,020EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,408,097,031BOYAmt
EOY$919,021,718EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,393,859,932BOYAmt
EOY$7,679,909,800EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,801,956,963BOYAmt
EOY$8,598,931,518EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,615,348,444BOYAmt
EOY$14,408,247,538EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$189,344,854ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,392,370,299NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,569,030,190CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,445,344,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,727,925,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,873,493,993CurrentTaxYearMinus1YearAmt
Current Tax Year$2,192,372,792CurrentTaxYearAmt
Total$9,808,166,771TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,569,030,190CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,445,344,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,727,925,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,873,493,993CurrentTaxYearMinus1YearAmt
Current Tax Year$2,192,372,792CurrentTaxYearAmt
Total$9,808,166,771TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$56,859,937SubstantialContributorsTotAmt
Public Support Total170$9,751,306,834PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,863,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,751,306CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,082,442CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,029,528CurrentTaxYearMinus1YearAmt
Current Tax Year$126,280,620CurrentTaxYearAmt
Total$511,007,010TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,369,159CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,951CurrentTaxYearMinus1YearAmt
Current Tax Year$466,158CurrentTaxYearAmt
Total$3,994,898TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,469,843CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,145,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,672,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,015,506CurrentTaxYearMinus1YearAmt
Current Tax Year$59,563,170CurrentTaxYearAmt
Total$252,866,563TotalAmt
FieldValueIRS element (for citing)
Total Support$10,576,035,242TotalSupportAmt
Gross Receipts Rltd Activities$8,386,312,018GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9220PublicSupportCY170Pct
Public Support PY1700.9269PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II SCHEDULE A, PART IITHE 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 IncomeDESCRIPTION - 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,067,882DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$1,067,882TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 Lobbying ActivitiesTHE 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 ACTIVITYTHE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,484,454,182BeginningYearBalanceAmt
Contributions$211,589,989ContributionsAmt
Investment Earnings Or Losses-$804,238,065InvestmentEarningsOrLossesAmt
Grants Or Scholarships$76,170,946GrantsOrScholarshipsAmt
Other Expenditures$319,388,028OtherExpendituresAmt
Administrative Expenses$23,360,415AdministrativeExpensesAmt
End Year Balance$8,472,886,717EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,116,270,400BeginningYearBalanceAmt
Contributions$165,642,922ContributionsAmt
Investment Earnings Or Losses$2,625,667,859InvestmentEarningsOrLossesAmt
Grants Or Scholarships$71,422,158GrantsOrScholarshipsAmt
Other Expenditures$331,298,363OtherExpendituresAmt
Administrative Expenses$20,406,478AdministrativeExpensesAmt
End Year Balance$9,484,454,182EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,161,288,450BeginningYearBalanceAmt
Contributions$164,534,768ContributionsAmt
Investment Earnings Or Losses$216,309,392InvestmentEarningsOrLossesAmt
Grants Or Scholarships$67,411,795GrantsOrScholarshipsAmt
Other Expenditures$337,614,821OtherExpendituresAmt
Administrative Expenses$20,835,594AdministrativeExpensesAmt
End Year Balance$7,116,270,400EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,925,641,100BeginningYearBalanceAmt
Contributions$182,817,930ContributionsAmt
Investment Earnings Or Losses$476,958,234InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,583,071GrantsOrScholarshipsAmt
Other Expenditures$342,442,537OtherExpendituresAmt
Administrative Expenses$17,103,206AdministrativeExpensesAmt
End Year Balance$7,161,288,450EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,536,945,638BeginningYearBalanceAmt
Contributions$299,641,262ContributionsAmt
Investment Earnings Or Losses$548,201,127InvestmentEarningsOrLossesAmt
Grants Or Scholarships$61,410,267GrantsOrScholarshipsAmt
Other Expenditures$376,046,512OtherExpendituresAmt
Administrative Expenses$21,690,148AdministrativeExpensesAmt
End Year Balance$6,925,641,100EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,000,534OtherCostOrOtherBasisAmt
Book Value$98,000,534BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,934,001,987OtherCostOrOtherBasisAmt
Depreciation$2,111,987,980DepreciationAmt
Book Value$2,822,014,007BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$614,212,587OtherCostOrOtherBasisAmt
Depreciation$446,859,754DepreciationAmt
Book Value$167,352,833BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$463,835,195OtherCostOrOtherBasisAmt
Depreciation$381,443,880DepreciationAmt
Book Value$82,391,315BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,169,758,689TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$1,087,023,394F
VENTURE CAPITAL$4,887,733,564F
FieldValueIRS element (for citing)
Total Book Value Securities$5,974,756,958TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN CUSTODY FOR OTHERSDesc
Amt$550,102,228Amt
FieldValueIRS element (for citing)
Total Liability$550,102,228TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,086,789,300TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,394,055,326NetUnrealizedGainsInvstAmt
Other Revenue$13,599,733OtherRevenueAmt
Revenue Not Reported-$1,380,455,593RevenueNotReportedAmt
Revenue Subtotal$3,467,244,893RevenueSubtotalAmt
Investment Expenses Not Incld$6,023,715InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,140,563,364OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,146,587,079RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,613,831,972TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,208,225,300TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$86,280,246OtherExpensesIncludedAmt
Expenses Not Reported-$86,280,246ExpensesNotReportedAmt
Expenses Subtotal$3,294,505,546ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,023,715InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,123,957,857OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,129,981,572ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,424,487,118TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 4 PART II, LINE 4THE 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 fundsTHE 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) footnoteTHE 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 990Cost 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 statementsDisregarded entities - 1140563364
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Disposal 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 statementsdisregarded entities - 1123957857

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE 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 GOVERNMENTTHE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)238Program ServicesINSTRUCTION$24,331,074
Sub-Saharan Africa00Program ServicesINSTRUCTION$101,308
East Asia and the Pacific228Program ServicesINSTRUCTION$15,706,438
North America (Canada & Mexico only)00Program ServicesINSTRUCTION$109,663
Middle East and North Africa02Program ServicesINSTRUCTION$183,761
Europe (Including Iceland and Greenland)025Program ServicesRESEARCH$872,360
Russia and Neighboring States05Program ServicesRESEARCH$120,544
East Asia and the Pacific213Program ServicesRESEARCH$2,306,576
South Asia291Program ServicesRESEARCH$3,177,647
Middle East and North Africa018Program ServicesRESEARCH$1,562,519
South America00Program ServicesRESEARCH$447,410
Antarctica05Program ServicesRESEARCH$493,100
Europe (Including Iceland and Greenland)00Program ServicesSUBAWARDS$3,723,448
Russia and Neighboring States00Program ServicesSUBAWARDS$210,784
Sub-Saharan Africa00Program ServicesSUBAWARDS$725,990
East Asia and the Pacific00Program ServicesSUBAWARDS$580,165
South Asia00Program ServicesSUBAWARDS$938,852
North America (Canada & Mexico only)00Program ServicesSUBAWARDS$13,186
Middle East and North Africa00Program ServicesSUBAWARDS$23,424
South America00Program ServicesSUBAWARDS$142,831
Europe (Including Iceland and Greenland)00Fundraising$37,568
South America00Fundraising$9,439
Europe (Including Iceland and Greenland)00Program ServicesScholarship & Stipends$4,493,288
Russia and Neighboring States00Program ServicesScholarship & Stipends$430,556
Sub-Saharan Africa00Program ServicesScholarship & Stipends$513,125
East Asia and the Pacific00Program ServicesScholarship & Stipends$5,195,630
South Asia00Program ServicesScholarship & Stipends$1,110,149
North America (Canada & Mexico only)00Program ServicesScholarship & Stipends$1,505,049
Middle East and North Africa00Program ServicesScholarship & Stipends$697,990
South America00Program ServicesScholarship & Stipends$1,240,387
Central America and the Caribbean00Program ServicesScholarship & Stipends$162,144
Europe (Including Iceland and Greenland)00Investments$753,910,500
Sub-Saharan Africa00Investments$256,710,314
East Asia and the Pacific00Investments$58,126,667
North America (Canada & Mexico only)00Investments$45,693,241
Central America and the Caribbean00Investments$4,046,593,209
FieldValueIRS element (for citing)
Subtotal Offices8SubtotalOfficesCnt
Subtotal Employees225SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office8TotalOfficeCnt
Total Employee225TotalEmployeeCnt
Subtotal Spent$54,652,787SubtotalSpentAmt
Continuation Spent$5,177,547,549ContinuationSpentAmt
Total Spent$5,232,200,336TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (39 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Subaward$54,000Wire
Sub-Saharan AfricaSubaward$126,652Wire
Europe (Including Iceland and Greenland)Subaward$204,325Wire
South AsiaSubaward$42,908Wire
South AsiaSubaward$248,425Wire
South AsiaSubaward$7,970Wire
Europe (Including Iceland and Greenland)Subaward$103,786Wire
South AsiaSubaward$66,637Wire
Sub-Saharan AfricaSubaward$25,502Wire
South AsiaSubaward$24,750Wire
Europe (Including Iceland and Greenland)Subaward$21,807Wire
Russia and Neighboring StatesSubaward$94,954Wire
Sub-Saharan AfricaSubaward$55,469Wire
Sub-Saharan AfricaSubaward$129,915Wire
Europe (Including Iceland and Greenland)Subaward$3,021,739Wire
South AmericaSubaward$37,500Wire
East Asia and the PacificSubaward$82,045Wire
Russia and Neighboring StatesSubaward$115,830Wire
Sub-Saharan AfricaSubaward$103,406Wire
Middle East and North AfricaSubaward$23,424Wire
North America (Canada & Mexico only)Subaward$3,299Wire
North America (Canada & Mexico only)Subaward$9,887Wire
Europe (Including Iceland and Greenland)Subaward$3,185Wire
East Asia and the PacificSubaward$387,309Wire
South AmericaSubaward$105,331Wire
Europe (Including Iceland and Greenland)Subaward$81,583Wire
Europe (Including Iceland and Greenland)Subaward$34,812Wire
Europe (Including Iceland and Greenland)Subaward$115,594Wire
South AsiaSubaward$129,695Wire
South AsiaSubaward$300,082Wire
South AsiaSubaward$118,385Wire
Europe (Including Iceland and Greenland)Subaward$14,930Wire
Sub-Saharan AfricaSubaward$16,200Wire
Sub-Saharan AfricaSubaward$43,780Wire
Sub-Saharan AfricaSubaward$209,066Wire
Europe (Including Iceland and Greenland)Subaward$67,687Wire
East Asia and the PacificSubaward$78,006Wire
East Asia and the PacificSubaward$32,805Wire
Sub-Saharan AfricaSubaward$16,000Wire
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Student AidCentral America and the Caribbean4$155,744Check or Wire
Student AidEast Asia and the Pacific180$4,602,780Check or Wire
Student AidEurope (Including Iceland and Greenland)95$3,872,056Check or Wire
Student AidMiddle East and North Africa15$575,090Check or Wire
Student AidNorth America (Canada & Mexico only)30$1,452,049Check or Wire
Student AidRussia and Neighboring States12$413,756Check or Wire
Student AidSouth America31$1,164,437Check or Wire
Student AidSouth Asia32$1,050,799Check or Wire
Student AidSub-Saharan Africa16$459,925Check or Wire
Summer GrantsCentral America and the Caribbean4$6,400Check or Wire
Summer GrantsEast Asia and the Pacific192$592,850Check or Wire
Summer GrantsEurope (Including Iceland and Greenland)233$621,232Check or Wire
Summer GrantsMiddle East and North Africa31$122,900Check or Wire
Summer GrantsNorth America (Canada & Mexico only)13$53,000Check or Wire
Summer GrantsRussia and Neighboring States5$16,800Check or Wire
Summer GrantsSouth America16$75,950Check or Wire
Summer GrantsSouth Asia22$59,350Check or Wire
Summer GrantsSub-Saharan Africa17$53,200Check or Wire
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE 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 statementsANTARCTICA-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 statementsEAST 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 statementsCENTRAL 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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Wilson Bennett Technology IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12239 Bill Foster Memorial Hwy SuiteAddressLine1Txt
Address Line2EAddressLine2Txt
CityCabotCityNm
State AbbreviationARStateAbbreviationCd
ZIP72023ZIPCd
FieldValueIRS element (for citing)
ActivityTELEMARKETINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$380,794GrossReceiptsAmt
Retained By Contractor$256,069RetainedByContractorAmt
Net To Organization$124,725NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$380,794TotalGrossReceiptsAmt
Total Retained By Contractors$256,069TotalRetainedByContractorsAmt
Total Net To Organization$124,725TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Connections 2022Event1Nm
Gross Receipts Event1$2,654,146GrossReceiptsEvent1Amt
Charitable Contri Event1$2,511,051CharitableContriEvent1Amt
Gross Revenue Event1$143,095GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$12,500NonCashPrizesEvent1Amt
Rent Facility Costs Event1$42,470RentFacilityCostsEvent1Amt
Food And Beverage Event1$266,644FoodAndBeverageEvent1Amt
Entertainment Event1$16,767EntertainmentEvent1Amt
Other Direct Expenses Event1$47,880OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$2,654,146GrossReceiptsTotalAmt
Charitable Contributions Tot$2,511,051CharitableContributionsTotAmt
Gross Revenue Total Events$143,095GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$12,500NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$42,470RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$266,644FoodAndBeverageTotalEventsAmt
Entertainment Total Events$16,767EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$47,880OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$386,261DirectExpenseSummaryEventsAmt
Net Income Summary-$243,166NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) AMOUNT PAID TO FUNDRAISERFormAndLineReferenceDesc
ExplanationINSTALLMENTS $243,630.00 Shipping $1,500.00 Whitelisting $10,939.00 TOTAL $256,069.00ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (192 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Access Community Health Network
1501 S California AvenueChicagoIL60608363317058501 (C) (3)$137,850Subaward
Adventist Health System
601 East Rollins Street Box 37OrlandoFL328031248590724459501 (C) (3)$9,616Subaward
Advocate Health and Hospitals Corporation
3075 Highland Parkway Suite 600Downers GroveIL60515362169147501 (C) (3)$109,817Subaward
AIDS Action Coalition of Huntsville
600 Saint Clair Ave SW Ste 3HuntsvilleAL358015057570889447501 (C) (3)$65,816Subaward
Albany Medical College
47 New Scotland Avenue MC-136AlbanyNY12208141338310501 (C) (3)$65,107Subaward
Alliance of Chicago Community Health Services L3C
215 W Ohio Street 4th FloorChicagoIL60654364444309$85,966Subaward
American Association of Physicists in Medicine
1631 Prince StreetAlexandriaVA22314237057224501 (C) (3)$120,550Subaward
American College of Radiology
1891 Preston White DriveRestonVA201914326362261602501 (C) (3)$6,800,367Subaward
Arizona State University
PO Box 2260TempeAZ852802260866051042501 (C) (3)$79,756Subaward
Associated Universities Inc
1400 16th Street NW Suite 730WashingtonDC200362252111630900501 (C) (3)$49,803Subaward
Baylor College of Medicine
One Baylor Plaza BCM 200HoustonTX770303498741613878501 (C) (3)$208,930Subaward
Birmingham AIDS Outreach Inc
205 32nd Street SBirminghamAL35233630948495501 (C) (3)$49,042Subaward
Black Belt African American Genealogical & Historical Society
PO Box 971SelmaAL36702501 (C) (3)$55,000Subaward
Board of Education of the City of Chicago
42 West Madison StreetChicagoIL606024309366005821Govt$157,060Subaward
Boston College
140 Commonwealth AvenueChestnut HillMA02467042103545501 (C) (3)$11,934Subaward
Boston University
595 Commonwealth Avenue Suite 700BostonMA02215042103547501 (C) (3)$40,250Subaward
Brigham and Women's Hospital
101 Huntington Street Suite 305BostonMA02199042312909501 (C) (3)$541,307Subaward
Brightstar Community Outreach Inc
4518 S Cottage Grove AvenueChicagoIL606534395262007088501 (C) (3)$303,405Subaward
Brown University
121 South Main StreetProvidenceRI02903050258809501 (C) (3)$65,502Subaward
Busara Center for Behavioral Economics
100 Campus Town Circle Suite 103EwingNJ08638462695042501 (C) (3)$26,784Subaward
California Institute of Technology
1200 E California BoulevardPasadenaCA911250001951643307501 (C) (3)$42,946Subaward
California State University Fullerton
800 N State College BlvdFullertonCA928313547956006691501 (C) (3)$82,443Subaward
Canisius College
2001 Main StreetBuffaloNY142081098160743942501 (C) (3)$7,883Subaward
Carnegie Mellon University
5000 Forbes Avenue WQED BuildingPittsburghPA152133890250969449501 (C) (3)$311,745Subaward
Case Western Reserve University
10900 Euclid AvenueClevelandOH441067037341018992501 (C) (3)$186,947Subaward
Center for Computational Science Research Inc dba Open Commons Consortium
20 W Kinzie Street Floor 17ChicagoIL60654261866627501 (C) (3)$179,076Subaward
Center for Health Care Strategies Inc
200 American Metro Blvd Suite 119HamiltonNJ08619223375015501 (C) (3)$149,667Subaward
Charles Drew University
1731 E 120th StreetLos AngelesCA900593051956151774501 (C) (3)$23,289Subaward
Chicago Department of Public Health
333 S State Street Room 200ChicagoIL60604366005820Govt$60,923Subaward
Chicago Hyde Park Village
5500 S Woodlawn AvenueChicagoIL606371621900798416501 (C) (3)$25,160Subaward
Children's Hospital Boston
300 Longwood AvenueBostonMA02115042774441501 (C) (3)$117,846Subaward
Children's Hospital Medical Center (Cincinnati)
3333 Burnett AvenueCincinnatiOH46202310833936501 (C) (3)$250,793Subaward
Children's Hospital of Orange County
1201 W La Veta AvenueOrangeCA92868952321786501 (C) (3)$15,998Subaward
Children's Hospital of Philadelphia
3615 Civic Center BoulevardPhiladelphiaPA191044318231352166501 (C) (3)$19,929Subaward
Children's National Research Institute
111 Michigan Avenue NWWashingtonDC20010521640403501 (C) (3)$284,410Subaward
City of Hope
1500 E Duarte RdDuarteCA91010953435919501 (C) (3)$29,500Subaward
City Tech Collaborative
222 Merchandise Mart Plaza Suite 5ChicagoIL60654841940026501 (C) (3)$9,430Subaward
City University of New York
160 Convent AvenueNew YorkNY10031133860474501 (C) (3)$254,026Subaward
Cleveland Clinic
9500 Euclid Avenue/JJN5-01ClevelandOH44195340714585501 (C) (3)$12,000Subaward
Colorado State University
1872 Campus DeliveryFort CollinsCO805236003237098397Govt$157,255Subaward
Columbia University
615 W 135th StreetNew YorkNY10027135598093501 (C) (3)$392,086Subaward
Cornell University
395 Pine Tree Road Suite 302IthacaNY14850150532082501 (C) (3)$415,702Subaward
Dana Farber Cancer Institute
44 Binney Street MS OS-385BostonMA02115042263040501 (C) (3)$24,301Subaward
Dartmouth College
11 Rope Ferry RoadHanoverNH03755020222111501 (C) (3)$45,248Subaward
Data 2 Insight LLC
505 Broadway E 394SeattleWA98102274213809$84,389Subaward
De Paul University
1 East Jackson BoulevardChicagoIL60604362167048501 (C) (3)$29,624Subaward
Decatur Memorial Hospital
2300 North Edward StreetDecaturIL62526370661199501 (C) (3)$28,000Subaward
Duke University
2200 West Main Street Suite 300DurhamNC27705560532129501 (C) (3)$468,634Subaward
Dupage Medical Group
805 OgdenLisleIL362657618453237183501 (C) (3)$44,330Subaward
East Tennessee State University
PO Box 70601Johnson CityTN376141708237092731501 (C) (3)$28,615Subaward
Education Development Center Inc
43 Foundry AvenueWalthamMA02453042241718501 (C) (3)$18,892Subaward
Embry-Riddle Aeronautical University
1 Aerospace BlvdDaytona BeachFL321143910590936101501 (C) (3)$57,059Subaward
Emory University
1599 Clifton Road 3rd FloorAtlantaGA30322580566256501 (C) (3)$482,359Subaward
Fellowship for Interpretation of Genomes
15 W 155 81st StreetBurr RidgeIL60527141883085501 (C) (3)$591,550Subaward
Florida International University
11200 SW 8th StreetMiamiFL33199237047106501 (C) (3)$62,583Subaward
Fox Chase Cancer Center
333 Cottman AvenuePhiladelphiaPA19111236296135501 (C) (3)$25,376Subaward
Fraunhofer USA Inc
5825 University Research Court SteCollege ParkMD20740383203030501 (C) (3)$208,419Subaward
Fred Hutchinson Cancer Research Center
1100 Fairview Avenue N PO Box 19SeattleWA981091024237156071501 (C) (3)$18,133Subaward
Geisinger Medical Center
100 N Academy AvenueDanvillePA17822240795959501 (C) (3)$30,564Subaward
George Mason University
4400 University DriveFairfaxVA220304444541603842Govt$79,597SubawardUniversity Hall
George Washington University
44983 Knoll Square Bldg IIAshburnVA20147530196584501 (C) (3)$69,485Subaward
Georgia Tech Research Corporation
926 Dalney St NWAtlantaGA30318580603146501 (C) (3)$5,000Subaward
H Lee Moffitt Cancer Center and Research Institute Hospital
12902 Magnolia DriveTampaFL336129497593238636501 (C) (3)$98,535Subaward
Harvard University
667 Huntington AvenueBostonMA02115042103580501 (C) (3)$470,795Subaward
Health Research Inc and Roswell Park Cancer Center
Elm Carlton StreetsBuffaloNY142630001161391608501 (C) (3)$277,907Subaward
Health Research Inc- Roswell Park Cancer Institute
Riverview Center 150 BroadwayMenandsNY12204141402155501 (C) (3)$3,946,290Subaward
Heartland Health Centers
3048 N Wilton AvenueChicagoIL60657363843377501 (C) (3)$24,951Subaward
Hektoen Institute for Medical Research
2240 W Ogden Avenue 2nd FloorChicagoIL60612362244897501 (C) (3)$66,420Subaward
Howard Brown Health Center
4025 North Sheridan RoadChicagoIL606132010362894128501 (C) (3)$237,303Subaward
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1049New YorkNY10029136171197501 (C) (3)$253,893Subaward
IIT Research Institute
10 W 35th StreetChicagoIL606163799362169122501 (C) (3)$41,914Subaward
Illinois Action for Children
Suite 1200 4753 North BroadwayChicagoIL60640362712912501 (C) (3)$40,000Subaward
Illinois Institute of Technology
3300 S Federal StreetChicagoIL606163793362170136501 (C) (3)$676,310SubawardMain Bldg RM 308
Indiana University
Poplars 426 400 E 7th StBloomingtonIN47405356001673Govt$1,802,927Subaward
Innovations for Poverty Action (IPA)
101 Whitney AveNew HavenCT06510061660068501 (C) (3)$277,662Subaward
Inova Health Care Services
8110 Gatehouse Rd Ste 400wFalls ChurchVA22042540620889501 (C) (3)$22,017Subaward
Institute for Medicaid Innovation
1575 Eye St NW Ste 300WashingtonDC20005311661234501 (C) (3)$265,013Subaward
J Craig Venter Institute Inc
4120 Capricorn LaneLa JollaCA920373498521842938501 (C) (3)$1,186,721Subaward
John Snow Inc
44 Farnsworth StreetBostonMA022101211042578580$39,500Subaward
Johns Hopkins University
1101 E 33rd StreetBaltimoreMD21218520595110501 (C) (3)$2,295,764Subaward
Joslin Diabetes Center
One Joslin PlaceBostonMA022155306042203836501 (C) (3)$372,455Subaward
Kaiser Foundation Research Institute
1800 Harrison Street 16th FloorOaklandCA946123433941105628501 (C) (3)$207,724Subaward
Loyola University
820 N Michigan AvenueChicagoIL60611361408475501 (C) (3)$676,970Subaward
Lurie Children's Hospital dba Children's Memorial Hospital
2300 Childrens Plaza Box 268ChicagoIL60614362170833501 (C) (3)$9,828Subaward
Makah Indian Tribe of Makah Indian Reservation
PO Box 115Neah BayWA98357464305605501 (C) (3)$20,961Subaward
Massachusetts General Hospital
55 Fruit StreetBostonMA021142696042697983501 (C) (3)$612,675Subaward
Massachusetts Institute of Technology
Suite NE49-4161CambridgeMA02139042103594501 (C) (3)$97,382Subaward
Mayo Clinic
200 First Street SWRochesterMN55905416011702501 (C) (3)$463,384Subaward
MD Anderson Cancer Center
PO Box 2558HoustonTX772522558300129656501 (C) (3)$12,522Subaward
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI532260509390806261501 (C) (3)$192,640Subaward
Metropolitan Planning Council
140 S Dearborn StreetChicagoIL60603362382849501 (C) (3)$20,000Subaward
Michigan State University
301 Administration BldgEast LansingMI48917386005984Govt$357,919Subaward
Midwest Clinicians' Network Inc
321 W Lake Lansing RoadEast LansingMI48823383189461501 (C) (3)$14,319Subaward
Morgride Institute for Research
330 North Orchard StreetMadisonWI53715208325570501 (C) (3)$33,808Subaward
Neimand Collaborative
1025 Vermont Avenue NW Suite 830WashingtonDC20005521806524$133,334Subaward
New York Medical College
Basic Science Building 15 Dana RoaValhallaNY105951554131099420501 (C) (3)$27,832Subaward
New York University
726 BroadwayNew YorkNY10003135562308501 (C) (3)$1,998,515Subaward
North Carolina State University
NCSU Box 7207RaleighNC27698566049503501 (C) (3)$156,349Subaward
Northeastern Illinois University
5500 North St Louis AvenueChicagoIL60625366009515Govt$92,215Subaward
Northern Illinois University
301 Lowden HallDe KalbIL601152828100064401Govt$13,586Subaward
Northshore University Health System
2650 Ridge Avenue - G221EvanstonIL60201362167060501 (C) (3)$644,717Subaward
Northwestern University
633 Clark Street Suite G-547EvanstonIL602081112362167817501 (C) (3)$3,404,173Subaward
Oak Street Health MSO LLC
30 W Monroe Street Suite 1200ChicagoIL60603843446686501 (C) (3)$57,163Subaward
Oakland University
John Dodge House 507 Golf View LaneRochesterMI48309386078765501 (C) (3)$146,173Subaward
Ohio State University
901 Woody Hayes DriveColumbusOH432104016316025986Govt$537,155Subaward
Oregon Health & Science University
3181 SW Sam Jackson Park RoadPortlandOR972393098931176109Govt$466,119Subaward
Pacific Northwest National LaboratoryBattelle Memorial Institute
505 King AvenueColumbusOH432012693314379427501 (C) (3)$339,282Subaward
Penn State University
513 Joab L Thomas BldgUniversity ParkPA16802246000376Govt$320,456Subaward
Planned Parenthood of Illinois
18 S Michigan Avenue 6th FloorChicagoIL60603362170901501 (C) (3)$8,700Subaward
Princeton University
5 New South Building PO Box 5292PrincetonNJ085445292210634501501 (C) (3)$827,381Subaward
Radiological Society of North America
820 Jorie BlvdOak BrookIL60523150539115501 (C) (3)$987,314Subaward
RAND Corporation
4570 Fifth Avenue Suite 600PittsburghPA152132665951958142501 (C) (3)$8,570Subaward
Rehabilitation Institute of Chicago dba Shirley Ryan Abilitylab
355 E Erie StreetChicagoIL60611362256036501 (C) (3)$358,688Subaward
Research Foundation for SUNY
402 Crofts HallBuffaloNY142607016141368361501 (C) (3)$70,352Subaward
Research Institute at Nationwide Children's Hospital
700 Childrens DriveColumbusOH432052664316056230501 (C) (3)$5,597Subaward
Research to End Healthcare Disparities Corp
150 Ocean Park Blvd 418Santa MonicaCA90405831115325501 (C) (3)$149,001Subaward
Research Triangle Institute
3040 E Cornwallis RoadRTPNC27709560686338501 (C) (3)$114,611Subaward
Rush University Medical Center
1700 West Van Buren Street Room NoChicagoIL60612362174823501 (C) (3)$2,716,250Subaward
Rutgers University
125 Paterson StreetNew BrunswickNJ089011962226001086Govt$198,234Subaward
Sanford Medical Center Fargo
720 N 4th StreetFargoND581224520453791176501 (C) (3)$43,881Subaward
Seattle Children's Hospital Research Institute
1900 Ninth Avenue JMB-10SeattleWA981011309910564748501 (C) (3)$546,619Subaward
Seattle Children's Research Institute
1900 Ninth Avenue MS C95-5SeattleWA98101910564748501 (C) (3)$12,347Subaward
Sinai Health System
1500 S California AvenueChicagoIL606081797363166895501 (C) (3)$53,093Subaward
Sloan-Kettering Institute for Cancer Research
1275 York AvenueNew YorkNY10065131624182501 (C) (3)$203,575Subaward
Smithsonian Astrophysical Observatory
60 Garden StreetCambridgeMA02138530206027501 (C) (3)$165,734Subaward
SomaLogic Inc
2945 Wilderness PlaceBoulderCO803012255522195896$260,945Subaward
Southern Illinois University
801 N Rutledge Street PO Box 19616SpringfieldIL627949616376005961501 (C) (3)$639,320Subaward
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN381053678620646012501 (C) (3)$171,290Subaward
Stanford Research Institute
333 Ravenswood AvenueMenlo ParkCA940253493941160950501 (C) (3)$38,518Subaward
Stanford University
340 Panama StreetStanfordCA94305941156365501 (C) (3)$1,024,790Subaward
Super Tech Labs Inc
1720 S Michigan Ave Apt 1001ChicagoIL60616844596897$32,250Subaward
Teachers College Columbia University
525 West 125th StreetNew YorkNY100276605131624202501 (C) (3)$68,134Subaward
Texas A&M University
401 George Bush DriveCollege StationTX77840742245072501 (C) (3)$53,427Subaward
The Broad Institute Inc
415 Main StreetCambridgeMA02142263428781501 (C) (3)$588,112Subaward
The Brookings Institution
1775 Massachusetts AvenueWashingtonDC20036530196577501 (C) (3)$8,180Subaward
The Community Action Place Inc
1400 N Wood Road Ste 7MurphysboroIL629666290475193214501 (C) (3)$258,920Subaward
The Mind Research Network
1101 Yale Boulevard NEAlbuquerqueNM871064188850457562501 (C) (3)$203,281Subaward
The Society of Hospital Medicine
1500 Spring Gardent St Suite 501PhiladelphiaPA19130233057353501 (C) (3)$17,691Subaward
Thomas Jefferson University
1020 Walnut St 5 th FlPhiladelphiaPA19107231352651501 (C) (3)$155,011Subaward
Toyota Technological Institute of Chicago
6045 S Kenwood AvenueChicagoIL606372803364479457501 (C) (3)$14,174Subaward
University of Alabama
1530 3rd Avenue S AB 1170BirminghamAL35294636005996501 (C) (3)$270,200Subaward
University of Arizona
888 N Euclid Room 510TucsonAZ85722742652689Govt$88,501Subaward
University of Arkansas Medical Sciences
4301 West Markham StreetLittle RockAR722057199716046242Govt$117,322Subaward
University of California Santa Barbara
10889 Wilshire Blvd Suite 700Los AngelesCA900951406956006143501 (C) (3)$30,019Subaward
University of California-Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940946002123Govt$370,128Subaward
University of California-Davis
One Shields AvenueDavisCA956168677946036494Govt$195,492Subaward
University of California-Irvine
4255 Campus DriveIrvineCA90024952226406Govt$564,080Subaward
University of California-Los Angeles
10920 Wilshire Boulevard Suite 120Los AngelesCA900241406956006143Govt$327,936Subaward
University of California-San Diego
9500 Gilman Drive - Rm 3041La JollaCA920930660956006144Govt$547,060Subaward
University of California-San Francisco
3333 California Street Suite 315San FranciscoCA94118946036493Govt$513,919Subaward
University of California-Santa Cruz
1156 High StreetSanta CruzCA950641077941539563Govt$329,308Subaward
University of Colorado Denver
1800 Grant Street Suite 600DenverCO80203856000555501 (C) (3)$270,071Subaward
University of Colorado-Boulder
3100 Marine Street Room 479 572 UCBoulderCO803031058840644739Govt$10,573Subaward
University of Connecticut
438 Whitney Road Ext Unit 1133StorrsCT06269060772160Govt$14,152Subaward
University of Delaware
83 E Main Street 3rd FloorNewarkDE19716516000297501 (C) (3)$142,661Subaward
University of Florida
219 Grinter Hall PO Box 1003628GainesvilleFL32611590974739Govt$251,018Subaward
University of Georgia Research Foundation Inc
310 East Campus RoadAthensGA306021589581353149501 (C) (3)$80,956SubawardTucker Hall 409
University of Hawaii
2440 Campus Road Box 268HonoluluHI968222234990085260Govt$64,726Subaward
University of Illinois-ChampaignUrbana
1901 S First St Suite A MC-685ChampaignIL618206242376000511Govt$750,569Subaward
University of Illinois-Chicago
809 South Marshfield AvenueChicagoIL606127205376000511Govt$3,873,514Subaward
University of Iowa
201 Gilmore HallIowa CityIA52242426004813Govt$234,024Subaward
University of Kentucky
109 Kinkead HallLexingtonKY40506616001218Govt$29,321Subaward
University of Maryland
3300 Metzerott RoadAdelphiMD20783526002033Govt$1,437,920Subaward
University of Michigan
3003 S State StreetAnn ArborMI481091287386006309Govt$1,058,842Subaward3089 Wolverine Tower
University of Minnesota
200 Oak Street SEMinneapolisMN55455416007513Govt$379,756Subaward
University of Mississippi Medical Center
2500 North State StJacksonMS39216646008520501 (C) (3)$223,967SubawardOffice of Development
University of New Mexico
1 University of New MexicoAlbuquerqueNM87131856000642501 (C) (3)$29,709Subaward
University of North Carolina
104 Airport Drive CB1350Chapel HillNC275991350566001393Govt$230,598Subaward
University of Notre Dame
402 Grace HallNotre DameIN46556350868188501 (C) (3)$219,319Subaward
University of Oklahoma Health Sciences Center
201 Stephenson Pkwy Ste 3100NormanOK730199705736017987501 (C) (3)$235,354Subaward
University of Oregon
5219 University of OregonEugeneOR974035219936015767Govt$115,709Subaward
University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA191046205231352685501 (C) (3)$814,329SubawardP-221 Franklin Bldg
University of Pittsburgh
3100 Cathedral of LearningPittsburghPA15260250965591501 (C) (3)$6,585,439Subaward
University of Rochester
107 Harkness HallRochesterNY14627160743209501 (C) (3)$95,673Subaward
University of South Carolina
1600 Hampton Street Suite 613ColumbiaSC29208576001153Govt$77,138Subaward
University of South Florida
3702 Spectrum Blvd Suite 165TampaFL336129445593102112Govt$7,734Subaward
University of Southern California
University Park Campus - STO 330Los AngelesCA900891147951642394501 (C) (3)$412,089Subaward
University of Texas HSC at Houston
7000 Fannin UCT Suite 2514HoustonTX770305401741761309Govt$281,933Subaward
University of Texas Austin
101 E 27th STE 5300AustinTX787121500079497681Govt$40,316Subaward
University of Utah
201 Presidents CircleSalt Lake CityUT84112876000525Govt$162,539Subaward
University of Virginia
PO Box 400202CharlottesvilleVA22904546001796Govt$1,161,141Subaward
University of Washington
4333 Brooklyn Ave NE Box 359472SeattleWA981959472916001537501 (C) (3)$1,089,895Subaward
University of Wisconsin-Madison
21 North Park Street Suite 6401MadisonWI537151218396006492Govt$317,138Subaward
University of Wisconsin-Milwaukee
PO 340MilwaukeeWI532010340391805963501 (C) (3)$7,054Subaward
UT Southwestern Medical Center
5323 Harry Hines BlvdDallasTX753909020752556007501 (C) (3)$1,197,321Subaward
Vanderbilt University
3319 West End Avenue Suite 800NashvilleTN372036876620476822501 (C) (3)$204,978Subaward
Virginia Commonwealth University
800 East Leigh Street Suite 3200RichmondVA232980568546001758Govt$18,133Subaward
Wake Forest University
1834 Wake Forest Road Box 7227WinstonSalemNC271096000560532138501 (C) (3)$94,436Subaward
Washington University
700 Rosedale Avenue Box 1034St LouisMO631121408436053611501 (C) (3)$357,555Subaward
Western Michigan University
1903 W Michigan AvenueKalamazooMI49008382138856501 (C) (3)$98,599Subaward
William Paterson University of New Jersey
300 Pompton RoadWayneNJ074702103222781603Govt$42,470Subaward
Yale University
155 Whitney Ave Suite 230New HavenCT06520060646973501 (C) (3)$442,918SubawardPO Box 208250
FieldValueIRS element (for citing)
Total501c3 Org186Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE STUDENT AID4359$175,389,881
GRADUATE STUDENT AID8825$380,911,816
Precollegiate Student Aid1751$4,899,327

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelUNDER 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 companionsUNDER 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 paymentsINDIVIDUALS 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 feesUNDER 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 servicesTHE 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 paymentsINVESTMENT 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B
A5212975634520017E42003-08-28$50,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA 100000000 ADJ Rate REV BONDS SERIES 2004B
B86109196745200BHH42004-11-10$100,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA 80000000 ADJ RATE REV REFUND BONDS 2004C
C86109196745200BJG42004-11-30$80,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008
D86109196745200FEG02008-04-03$123,604,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$22,096,000$50,141,933$274,223$49,867,7102006falsefalseYes (true)Yes (true)
B$39,913,000$102,437,189$469,999$101,967,1902010falsefalseYes (true)Yes (true)
C$3,538,000$80,000,000$463,8382004falseYes (true)Yes (true)Yes (true)$79,536,162
D$39,844,000$123,604,000$752,5752008Yes (true)falseYes (true)Yes (true)$122,851,425

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.0010.00.001falsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.0010.00.001falseYes (true)Yes (true)0.0001false
CYes (true)0.00.00.0
DYes (true)0.00.00.00.0004false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
(no name)
BfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
MORGAN STANLEY CAPITAL
CfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalseYes (true)34.6falsefalse
MERRIL LYNCH CAPITAL
DfalsefalseYes (true)Yes (true)Yes (true)Yes (true)falsefalseYes (true)32.8falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 PART II, LINE 3SERIES 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 11SERIES 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 2008All 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 AIssuer 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 BIssuer 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 CIssuer 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 DIssuer 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 AIssuer 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 BIssuer 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A
A86109196745203HB682014-08-12$644,509,246(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
B86109196745203H3H32015-09-10$452,070,011(SEE SUPPLEMENTAL INFORMATION)Yes (true)falsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A
C86109196745204ED702018-03-07$128,797,725(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A
D86109196745204FAE52020-03-18$185,652,910(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmt
A$46,170,000$644,513,139$2,131,891$175,008,593$467,372,6552015falseYes (true)Yes (true)Yes (true)
B$11,440,000$452,318,067$1,522,422$200,331,641$250,464,0042017falsefalseYes (true)Yes (true)$152,475,000
C$129,280,597$842,147$56,173,450$72,265,0002019Yes (true)falseYes (true)Yes (true)
D$185,670,942$737,910$184,915,0002020Yes (true)falseYes (true)Yes (true)$18,032

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0010.00.001falseYes (true)0.0014falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0020.00.002falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.0030.003falsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
DfalseYes (true)Yes (true)falsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1IFA 219240000 REVENUE BONDS SERIES 2021ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45204FHB4CUSIPNum
Bond Issued2021-07-06BondIssuedDt
Issue Price$281,361,151IssuePriceAmt
Purpose(SEE SUPPLEMENTAL INFORMATION)PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$281,387,882TotalProceedsAmt
Issuance Costs From Proceeds$1,093,165IssuanceCostsFromProceedsAmt
Working Capital Expenditures$26,731WorkingCapitalExpendituresAmt
Other Spent Proceeds$280,267,986OtherSpentProceedsAmt
Substantial Completion2021SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0.004PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.004TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropYes (true)ChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0.004ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
MADHAV RAJAN
KEY EMPLOYEEYes (X)$1,250,000$1,000,000falseYes (true)Yes (true)
JUAN DE PABLO
OFFICERYes (X)$100,000$10,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,010,000TotalBalanceDueAmt

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 DescriptionRelationshipDescriptionTxtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
TISHMAN SPEYER CROWN EQUIT
SEE PART VSEE PART Vfalse
PIMCO
SEE PART VSEE PART Vfalse
THE CARLYLE GROUP
SEE PART VSEE PART Vfalse
LAKE CAPITAL PARTNERS
SEE PART VSEE PART Vfalse
SHADI BARTSCH-ZIMMER
SEE PART VSEE PART Vfalse
TAMAR POLONSKY
SEE PART VSEE PART Vfalse
Wealth Strategist Partners
SEE PART VSEE PART Vfalse
CareIT Health LLC dba NowPow
SEE PART VSEE PART Vfalse
Yolanda Tyler
SEE PART VSEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV PART IVFormAndLineReferenceDesc
ExplanationJames 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$113,846NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1030ContributionCnt
Noncash Contributions Rpt F990$78,034,242NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Software1$331,500Cost
Yes (X)Equipment1$23,607Cost
Yes (X)Sponsored events3$85,151Cost
FieldValueIRS element (for citing)
Form8283 Received9Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsRelated 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 reportedTHE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 personsAntonio 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 bodyPRIOR 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 policyCONFLICT 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 officialDURING 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 publicTHE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
UCHICAGO ARGONNE LLC
5801 S ELLIS AVENUECHICAGOIL60637680628477MANAGE LABIL$1,113,727,105$0UNIV OF CHICAGO
UNIV OF CHICAGO FOUNDATION LTD
980525557FUNDRAISING$1,265,009$356,362UNIV OF CHICAGOUK
THEORY AND COMPUTING SCIENCES BUILDING TRUST
5801 S ELLIS AVENUECHICAGOIL60637516596577RESEARCH BUILDINGIL$19,378,627$191,689,806UNIV OF CHICAGO
UCHICAGO TRADING
5801 S ELLIS AVENUECHICAGOIL60637300517735INVESTING$5,418,787$6,571,560UNIV OF CHICAGOCJ
MAROON INVESTMENTS LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$0$0UNIV OF CHICAGO
UCHICAGO IMPACT LLC
1307 E 60TH STREETCHICAGOIL60637611682394EDUCATIONIL$6,192,624$6,485,786UNIV OF CHICAGO
HARPER COURT HOLDINGS LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$11,153,765$1,345,090UNIV OF CHICAGO
LPA MANAGEMENT LLC
5801 S ELLIS AVENUECHICAGOIL60637PROPERTY MANAGEMENTIL$541,471$44,770UNIV OF CHICAGO
6014 Cottage Grove LPA Holdings LLC
5801 S Ellis AvenueChicagoIL60637Property Holding CompanyIL$1,139,863$0UNIV OF CHICAGO
Center for Research in Security Prices LLC
5801 S Ellis AvenueChicagoIL60637Securities Research and DataIL$49,138,212$25,345,627UNIV OF CHICAGO
HARPER COURT HOLDINGS 2 LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$0$0UNIV OF CHICAGO

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
ASIAN HEALTH COALITION
180 W WASHINGTON ST SUITE 1000CHICAGOIL60602311607193HEALTHCARE ACCESSIBILITYIL501(c)(3)10UNIV OF CHICAGOYes (true)
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501(c)(3)7falseN/A
CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUECHICAGOIL60637362169138SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501(c)(3)7falseN/A
HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE ST SUITE 2131CHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA501(c)(3)Type III-OfalseN/A
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501(c)(2)UNIV OF CHICAGOYes (true)
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501(c)(3)7Yes (true)N/A
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501(c)(3)Type III-OfalseN/A
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543042104690RESEARCH AND EDUCATIONMA501(c)(3)7UNIV OF CHICAGOYes (true)
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501(c)(7)UNIV OF CHICAGOYes (true)
UCHICAGO RESEARCH BANGLADESH LTD
RESEARCHUCHGO RSCH INTLYes (true)BG
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (true)UK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (true)SN
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISINGUNIV OF CHICAGOYes (true)HK
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501(c)(3)2UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO CANCER RESEARCH Foundation
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUNIV OF CHICAGOYes (true)FR
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501(c)(3)3UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501(c)(2)UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISINGUNIV OF CHICAGOfalseINL-9 east wing raheja towers mg rBANGALOREkarnatakaIN560001
UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC
208 SOUTH LASALLE STREETCHICAGOIL60604363181170PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICESIL501(c)(3)Type IIUNIV OF CHICAGO MEDICAL CENTERYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA
CONSULTINGCHUNIVERSITY OF CHICAGO$2,076,559$4,264,7991false
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
CONSULTINGINUNIVERSITY OF CHICAGO$1,218,232$2,755,8940.51false
SC CURRICULUM INC
SCIENCE CURRICULUMUNIVERSITY OF CHICAGO1false70 WEST MADISON STCHICAGOIL60603IL
CHARITABLE REMAINDER TRUSTS (75)
CHARITABLE RMDR TRUSTUNIVERSITY OF CHICAGO0.94false5801 S ELLIS AVENUECHICAGOIL60637IL
CHARITABLE LEAD TRUST (0)
CHARITABLE LEAD TRUSTUNIVERSITY OF CHICAGO1false5801 S ELLIS AVENUECHICAGOIL60637IL
POOLED INCOME FUND (1)
POOLED INCOME FUNDUNIVERSITY OF CHICAGO1false5801 S ELLIS AVENUECHICAGOIL60637IL
PHOENIX OVERLAY FUND LTD
INVESTINGCJUNIVERSITY OF CHICAGO-$11,507$86,8441false401 N MICHIGAN AVENUECHICAGOIL60611
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (44 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNIVERSITY OF CHICAGO MEDICAL CENTER
A$34,941CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
C$71,750,000CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
N$19,858,812CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
O$80,920,317CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
P$521,231,346CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q$381,651,419CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
S$44,604,247CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
O$71,269CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
S$59,943CASH VALUE
LAKE PARK ASSOCIATES
A$13,123CASH VALUE
LAKE PARK ASSOCIATES
B$207,028CASH VALUE
LAKE PARK ASSOCIATES
Q$1,737,034CASH VALUE
LAKE PARK ASSOCIATES
S$2,713,481CASH VALUE
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
B$1,450,593CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C$1,360,261CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
O$133,047CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
P$245,382CASH VALUE
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
S$261,265CASH VALUE
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
R$0CASH VALUE
NATIONAL OPINION RESEARCH CENTER
A$733,727CASH VALUE
THE QUADRANGLE CLUB
P$0CASH VALUE
FERMI RESEARCH ALLIANCE LLC
S$1,087,294CASH VALUE
UNIVERSITY OF CHICAGO CENTER IN PARIS
R$2,216,368CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
N$1,525,178CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
O$3,335,978CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
Q$573,553CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
R$1,549,073CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
S$5,557,755CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
Q$0CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
R$0CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
S$32,984CASH VALUE
UCHICAGO RESEARCH INTERNATIONAL LIMITED
R$1,886,862CASH VALUE
UCHICAGO RESEARCH BANGLADESH LLC
P$685,000CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
O$3,652,847CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
Q$1,496,041CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
R$6,797,787CASH VALUE
JOHN CRERAR FOUNDATION
C$67,000CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
P$42,188CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
R$3,446,430CASH VALUE
HYMEN MILGROM SUPPORTING ORGANIZATION
C$743,264CASH VALUE
CHAPIN HALL CENTER FOR CHILDREN
R$473,000CASH VALUE
THE MARINE BIOLOGICAL LABORATORY
R$13,906,615CASH VALUE
ASIAN HEALTH COALITION
Q$922,895CASH VALUE
CHICAGO HOME FOR THE INCURABLES
C$793,626CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part I IDENTIFICATION OF DISREGRDED ENTITIESFormAndLineReferenceDesc
ExplanationTHEORY & 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: ILLINOISExplanationTxt