2019-05-15T14:00:38-07:00 2018-06-30 990 2017-07-01 042104690 MARINE BIOLOGICAL LABORATORY MARI 5082897239 7 MBL Street Woods Hole MA 02543 Mary S Harrington Director of Finance 5082897423 2019-05-15 192.152.118.98 2017 2019-02-21 02:37:17Z Nipam Patel 7 MBL Street Woods Hole MA 02543 46779065 0 X www.mbl.edu X 1888 MA The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. 20 14 415 0 0 0 25667579 31402988 10932127 7195202 3621131 5296177 180559 156336 40401396 44050703 3396696 3323873 0 0 21750409 22200888 0 0 1670992 17695707 19297066 42842812 44821827 -2441416 -771124 211247460 211088835 41077858 38602997 170169602 172485838 The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. Founded in Woods Hole, Massachusetts, in 1888, the MBL is a private, nonprofit institution and an affiliate of the University of Chicago. 0 0 18273174 1303745 1366374 The Marine Biological Laboratory maintains laboratories for the scientific study and investigation of a wide range of biological studies from biomedical to ecological research. MBL Resident Scientists are based full-time in Woods Hole and conduct funded research in areas of science that are relevant to the MBL's mission of fundamental biological discovery. Areas of focus include comparative evolution and genomics; the biology of marine organisms and microbiomes; neuroscience, regeneration, and development; ecology, ecosystems and global climate change; models of human disease; and cell biology, imaging, and computation. 13807589 1622744 3489953 The MBL offers a wide range of scientific courses, workshops, conferences, and internships throughout the year. Central to the MBL's identity are its advanced, discovery-based courses for graduate students, postdoctoral fellows, and faculty. In these courses students learn from internationally renowned scientists and are immersed in the laboratory, learning cutting-edge techniques while investigating contemporary research problems. Each year, MBL courses attract more than 500 of the best and brightest students in the world, from more than 300 institutions and over 30 countries. Course directors and faculty are leaders in their fields, drawn from leading universities and research institutions around the world. 6207727 397384 1888256 Visiting (Whitman) Research: The Marine Biological Laboratory hosts hundreds of researchers, postdocs, and graduate students from around the world to participate in scientific discovery courses, research, lectures, and field studies. As a convener of biology, the Marine Biological Laboratory is well known for fostering a highly collaborative environment, with scientists and students engaged in intensive research in a collegial and informal atmosphere. Largely a summer program, Whitman Center Scientists are provided with infrastructure and an informal, interactive scientific community that allows them to launch into research almost immediately upon their arrival. Advice and equipment are available from other researchers or from colleagues in the education program. Free from academic duties at their home institutions, some veteran Whitman Center Scientists report they do more hands-on research in three months at the MBL than they do during the rest of the year at their home institutions. 0 0 0 38288490 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 294 0 415 1 0 0 0 0 0 0 0 0 0 0 X 20 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MS NC NJ NM NY OR PA RI TN UT VA WI WV X X Mary S Harrington 5082897239 7 MBL Street Woods Hole MA 02543 Robert Ament Trustee 1 0 X 0 0 0 Daniel Diermeier Trustee 1.00 48.00 X 0 858618 141185 David Fithian Trustee 1.00 45.00 X 0 711939 38953 Meg Fofonoff Trustee 1 0 X 0 0 0 Patrick Gage Trustee 1 0 X 0 0 0 James Galloway Trustee 1 0 X 0 0 0 David Greene Trustee 1 0 X 0 0 0 Avram Hershko Trustee 1 0 X 0 0 0 David Hibbitt Trustee 1 0 X 0 0 0 William Huyett Trustee 1 0 X 0 0 0 Eric Isaacs Trustee 1.00 45.00 X 0 775525 101134 Constance T Keller Trustee 1 0 X 0 0 0 Christopher Kennedy Trustee 1 0 X 0 0 0 Ethan Lerner Trustee 1 0 X 0 0 0 John McCarter Trustee 1 0 X 0 0 0 Saul Pannell Vice Chair of the Board 1 0 X X 0 0 0 Jeffrey Pierce Trustee 1 0 X 0 0 0 George Putnam Trustee 1 0 X 0 0 0 William Speck Trustee 1 0 X 0 0 0 Robert Zimmer Chair of the Board 1.00 55.00 X X 0 1370965 1000652 Katie Callow-Wright Secretary of the Corporation 1 40.00 X 0 344382 53119 Melina Hale Interim Co Director of the MBL 10 40 X 0 477453 90567 Mary Harrington Treasurer & Director of Finance 40 0 X 196590 0 50651 Neil Shubin Interim Co Director of the MBL 10 40 X 0 668066 84972 Paul Speer Chief Operating Officer 40 0 X 269357 0 58739 Rae Nishi Director of Education 40 0 X 195794 0 50040 David Mark Welch Interim Director Bay Paul Center 40 0 X 207141 0 51530 Roger Hanlon Director Marine Resource Center 40 1 X 219983 0 33535 Jerry Melillo Distinguished Scientist 40 0 X 234451 0 53722 Marie Russell Director of Facilities 40 0 X 176436 0 49227 Mitchell Sogin Distinguished Scientist 40 1 X 233539 0 37133 Joshua Rosenthal Senior Scientist 40 0 X 209738 0 50472 Huntington Willard President and Director (through April 2017) 40 0 X 389424 0 33353 2332453 5206948 1978984 34 1 1 0 Sodexo Inc PO Box 360170 Pittsburgh PA 15251 Food service 1961904 Shawmut Woodworking and Supply 500 Harrison Ave Suite 200 Boston MA 02118 Construction services & equipment repair 537793 George T Wilkinson Inc 405 VFW Drive Rockland MA 02370 Construction services & equipment maintenance 245001 University of Vermont PO Box 1389 Williston VT 05495 Research subaward 172881 The Regents of the University of Michigan PO Box 223131 Pittsburgh PA 15251 Research subaward 148667 10 0 10175 0 10488000 12395106 8509707 291051 31402988 Tuition 611600 2123579 2123579 0 0 Housing, dining, conferences 721000 3140965 3140965 0 0 Specimens and research services 541700 958158 958158 0 0 Rental Income 532000 861721 0 0 861721 110779 110779 0 0 7195202 797408 0 0 797408 0 0 0 0 14573 0 0 14573 0 0 7073426 153705 2687504 40858 4385922 112847 4498769 0 0 4498769 0 141763 141763 0 0 141763 44050703 6475244 0 6172471 1213839 1213839 2020128 2020128 89906 89906 1138251 441298 696953 15396868 14295383 511960 589525 1217987 1126809 43261 47917 3166259 2851051 196276 118932 1281523 1135643 99113 46767 70038 70038 247875 247875 120000 120000 947420 827359 120061 2226075 1776482 381573 68020 1001498 966974 5479 29045 1018633 588864 350448 79321 4417281 2534617 1575819 306845 837756 711101 89894 36761 Subcontracts 1945437 1926021 0 19416 Equipment and equipment maintenance 1217274 1040485 127710 49079 Serials 477189 381528 81135 14526 Supplies 2752443 2656528 67902 28013 2018147 1704474 196848 116825 44821827 38288490 4862345 1670992 1147090 571951 730445 1103599 6649083 5329031 1093795 1004284 0 0 0 0 230250 230250 109267 64604 1267338 975684 187086460 81519717 106782685 105566743 10226378 10145535 80129471 83102764 2881658 2994390 211247460 211088835 3978124 4166557 0 0 4382818 3444940 27210817 26408933 0 0 0 0 0 0 0 5506099 4582567 41077858 38602997 X 89382881 90151446 80786721 82334392 0 0 170169602 172485838 211247460 211088835 X -771124 1165376 0 0 0 1921984 X 0 1 X 1 1 1 X 29039910 14408282 32072500 25667579 37315367 138503638 0 0 0 0 0 0 0 0 0 0 0 0 29039910 14408282 32072500 25667579 37315367 138503638 7569084 130934554 12595000 427606 772110 838586 811730 15445032 0 0 1746 0 0 1746 171472 105219 119616 163239 167320 726866 154677282 50870416 0.84650 0.83464 X Schedule A, Part II, Line 10 Other income shows miscellaneous activity. 0 0 0 0 0 0 0 0 1 120109 120109 0 Schedule C, Part II-B, Line 1 The MBL hired a lobbyist to contact various people/agencies to advocate for funding beneficial to MBL. 0 0 X X X 0 80129471 1117418 6286898 4431023 0 0 83102764 76261128 209323 8061846 4402826 0 0 80129471 82011946 414836 -1910070 4255584 0 0 76261128 79889342 1308592 2859342 2045330 0 0 82011946 76021357 548283 7007880 3688178 0 0 79889342 0.1189 0.6454 0.2357 0 1 1 0 52931085 52931085 0 105153955 58862872 46291083 0 0 0 0 0 28460889 22656845 5804044 0 540531 0 540531 105566743 0 0 University of Chicago Total Return Investment Pool 83102764 F 83102764 0 Swap Agreement Liability 2977253 Future Program Resources 1103599 Annuities and Trusts Payable 501715 4582567 X 45515319 1165378 0 0 299238 1464616 44050703 0 0 0 44050703 43199083 0 0 0 0 0 43199083 0 1622744 1622744 44821827 Schedule D, Part III, Line 1 Rare books, journals and prints located and used in the MBL Library for research and preservation. Schedule D, Part III, Line 4 Rare books, journals and prints are located and used in the MBL Library for research and preservation. Schedule D, Part V, Line 4 The endowment funds were established for a variety of purposes, including research, scholarships, library, plant, and unrestricted. Schedule D, Part X, Line 2 The Laboratory is a tax-exempt organization described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Laboratory is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. Management believes that the Laboratory's income tax returns for years ended prior to 2015 are no longer subject to examination by tax authorities in its major tax jurisdiction. On December 22, 2017, the President signed into law H.R. 1, originally known as the Tax Cuts and Jobs Act. The new law includes several provisions that result in substantial changes to the tax treatment of tax-exempt organizations and their donors. The Laboratory has reviewed these provisions and the potential impact and concluded the enactment of H.R. 1 will not have a material effect on the operations of the organization. Schedule D, Part XI, Line 2d Deduct change in value of interest swap rate of $1,290,630, add change in annuities of $58,045, deduct change in post-retirement health care liability of $249,882, deduct non-operating contributions of $365,228, deduct other non-operating activity of $74,287, add financial aid expense netted from tuition on financial statements of $1,622,744, total of $299,238. Schedule D, Part XII, Line 4b Add financial aid expense net with tuition income on financial statements of $1,622,744 1 East Asia and the Pacific 0 0 Program Services Travel related to research and education 25116 Europe (including Iceland and Greenland) 0 0 Program Services Travel related to research and education 48546 Middle East and North Africa 0 0 Program Services Travel related to research and education 5267 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel related to research and education 2835 South America 0 0 Program Services Travel related to research and education 1276 Russia and the newly independent States 0 0 Program Services Travel related to research and education 1097 0 0 84137 East Asia and the Pacific Research grant 22410 EFT 0 Europe (including Iceland and Greenland) Research grant 67496 EFT 0 2 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 For subawards to institutions outside the United States, a budget, including the budget for the subaward, is prepared by the Office of Sponsored Programs (OSP) and forwarded to the prime funding agency for approval. When approval is received, an agreement between the MBL and the subawardee is prepared. The agreement is required to include a budget, justification and description of work to be completed. Additional information such as an annual audit report may be requested as applicable. This agreement must be approved and signed by a signatory official of the subawardee. Additional reporting is required of all foreign subawards including itemized invoices with detailed justification of charges to verify their appropriateness and reasonableness and prepared on a basis comparable to Generally Accepted Accounting Principles (GAAP) of the United States of America. Invoices are reviewed by OSP and then forwarded to the MBL Principle Investigator (PI) for review, approval, and certification that they have been monitoring the progress of the project each time an invoice is approved. Approved invoices are forwarded to MBL Financial Services for processing. MBL may also require progress reports the same as stipulated by the prime agreement and the MBL PI. 1 Bigelow laboratory for Ocean Sciences 60 Bigelow Drive E Boothbay ME 04544 016006001 501(c)(3) 13217 0 Research Boston University PO Box 28763 New York NY 10087 042103547 501(c)(3) 6510 0 Research CA Goudy and Associates 21 Marlboro St Newburyport MA 01950 007485171 6325 0 Research Clark University 950 Main St Worcester MA 01610 042111203 501(c)(3) 52417 0 Research Kansas State University 2323 Anderson Ave Suite 600 Manhattan KS 66502 480667209 501(c)(3) 7316 0 Research Mass Audobon Society 208s Great Rd Lincoln MA 01773 042104702 501(c)(3) 27000 0 Research Michigan State University Hannah Admin Bldg 426 Auditorium Rd East Lansing MI 48824 386005984 501(c)(3) 55459 0 Research Oregon State University PO Box 1086 Corvallis OR 97339 611703890 501(c)(3) 24408 0 Research Rensselaer Polytechnic Institute 110 Eighth St West Hall 3rd Floor Troy NY 12180 141340095 501(c)(3) 86348 0 Research Towson University 8000 York Rd Towson MD 21252 520939453 501(c)(3) 25097 0 Research University of California Berkley 2195 Hearst Ave Room 130F Berkley CA 94720 946002123 501(c)(3) 21860 0 Research University of Chicago 6054 S Drexel Ave Suite 300 Chicago IL 60637 362177139 501(c)(3) 38092 0 Research University of Georgia Research 279 Williams St Athens GA 30602 581353149 501(c)(3) 22956 0 Research University of Illinois at Chicago 28395 Network Pl Chicago IL 60673 376000511 501(c)(3) 44297 0 Research University of Massachusetts Amherst 405 Goodell Blvd 140 Hicks Way Amherst MA 01003 043167352 Government 70199 0 Research University of Massachusetts Boston 100 Morrissey Blvd Boston MA 02125 043167352 Government 52726 0 Research University of Michigan 1015 LSA Ann Arbor MI 48109 386006309 501(c)(3) 158690 0 Research University of New Hampshire 51 College Rd Durham NH 03824 026000937 501(c)(3) 67542 0 Research University of South Carolina 901 Summer St Columbia SC 29208 570937350 501(c)(3) 86968 0 Research University of Utah PO Box 410027 Salt Lake City UT 84141 876000525 501(c)(3) 7620 0 Research University of Vermont 85 S Prospect St 340 Waterman Bldg Burlington VT 05405 030179440 501(c)(3) 170718 0 Research Utah State University 2400 Old Main Hill Logan UT 84322 876000052 501(c)(3) 37340 Research Villanova University 800 Lancaster Ave Villanova PA 19085 520939453 501(c)(3) 27939 0 Research Woods Hole Oceanographic Institute 221 Oyster Pond Rd Woods Hole MA 02543 042105850 501(c)(3) 63528 0 Research Woods Hole Research Center 149 Woods Hole Rd Woods Hole MA 02540 043005094 501(c)(3) 37418 0 Research 24 1 Research Awards 28 397384 0 Scholarships 364 1622744 0 Schedule I, Part I, Line 2 The Federal Grants Accountant, Senior Accountant, and Director of Finance oversee all grant, contract or cooperative agreement awards compliance. This includes establishing a new job center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies. Schedule I, Part III Research award oversight is provided by the Division of Research staff. Research award applications are reviewed by a committee of internal and external scientists, who meet with the Director of the Division of Research to make their recommendations for the final determination of recipients and award amounts. The Senior Administrator in the Division of Research tracks the awardee's research progress and expenditures through their stay at the MBL, reviewing the required reports that are due one month after completion of the research award term, and ensuring awardees remain within budget. Scholarships are awarded by the Division of Research from grants and contributions received by the MBL, some of which are restricted for specific use. The Director of the Division of Education determines student eligibility and the amount of the scholarship. Awards are first applied to cover tuition costs, and then cover room, board, and travel if the amount awarded is sufficient. 1 0 0 0 0 0 0 0 0 Huntington Willard President and Director (through April 2017) 230770 0 0 0 158654 0 23227 0 10126 0 422777 0 0 0 Paul Speer Chief Operating Officer 269357 0 0 0 0 0 27881 0 30858 0 328096 0 0 0 Mary Harrington Treasurer & Director of Finance 196590 0 0 0 0 0 20569 0 30083 0 247242 0 0 0 David Mark Welch Interim Director Bay Paul Center 207141 0 0 0 0 0 21658 0 29872 0 258671 0 0 0 Rae Nishi Director of Education 195794 0 0 0 0 0 20277 0 29763 0 245834 0 0 0 Jerry Melillo Distinguished Scientist 234451 0 0 0 0 0 23863 0 29859 0 288173 0 0 0 Mitchell Sogin Distinguished Scientist 233539 0 0 0 0 0 23069 0 14065 0 270673 0 0 0 Joshua Rosenthal Senior Scientist 209738 0 0 0 0 0 21798 0 28674 0 260210 0 0 0 Roger Hanlon Director Marine Resource Center 219983 0 0 0 0 0 21513 0 12022 0 253518 0 0 0 Marie Russell Director of Facilities 176436 0 0 0 0 0 18614 0 30613 0 225663 0 0 0 Katie Callow-Wright Secretary of the Corporation 0 315405 0 27500 0 1477 0 21600 0 31519 0 397501 0 0 David Fithian Trustee 0 644026 0 62500 0 5413 0 21600 0 17353 0 750892 0 0 Eric Isaacs Trustee 0 697712 0 66417 0 11396 0 21600 0 79534 0 876659 0 0 Robert Zimmer Chair of the Board 0 1192890 0 0 0 178075 0 859000 0 141652 0 2371617 0 0 Melina Hale Interim Co Director of the MBL 0 464953 0 12500 0 0 0 21600 0 68967 0 568020 0 0 Neil Shubin Interim Co Director of the MBL 0 668066 0 0 0 0 0 21600 0 63372 0 753038 0 0 Daniel Diermeier Trustee 0 765418 0 87500 0 5700 0 71600 0 69585 0 999803 0 0 Schedule J, Part I, Line 4 Former President and Director Huntington Willard terminated employment with the MBL in April 2017. He received severance payments in the amount of $158,654 during calendar year 2017 as shown on Schedule J. A Massachusetts Development Finance Agency 043431814 57583RFL4 2006-04-26 34000000 Renovation of facilities and refinancing 0 0 0 A 6635000 0 34629135 0 134301 0 0 0 0 19644135 14985000 0 2008 0 1 1 1 A 0 1 1 0 0 0.0258 0.0014 0.0272 1 0 1 A 0 0 1 0 1 1 Morgan Stanley 30.3 1 0 1 Trans America 1.5 1 0 0 A 1 Schedule K, Part II, Line 3-04/26/2006 34,000,000 Massachusetts Development Finance Agency Includes $629,135 of investment earnings. Schedule K, Part II, Line 7-04/26/2006 34,000,000 Massachusetts Development Finance Agency Issuance costs of $440,289 were paid outside of closing from organizational funds (not bond funds). X 14 266530 Market Value X Equipment 4 24521 Market Value X Supplies 1 6100 Market Value 0 0 1 1 Schedule M, Part I, Line 32b Stock donations are typically received in the MBL's Morgan Stanley Smith Barney account and typically sold as soon as possible by Morgan Stanley Smith Barney. Form 990, Part VI, Section A, Line 6 On July 1, 2013 the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. Under this affiliation the University became the sole member of the Laboratory. The University of Chicago as sole member has the right to exercise all powers to approve or disapprove of certain fundamental decisions concerning the Corporation. Form 990, Part VI, Section A, Line 7a The University as sole member has the power to appoint and remove members of the Board Directors. Form 990, Part VI, Section A, Line 7b The University of Chicago as sole member has the power to take certain actions with respect to the MBL after prior consultation with the MBL's Board of Directors, and the power to approve or disapprove certain actions taken by the MBL. Form 990, Part VI, Section B, Line 11b Prior to filing the Form 990, members of the Executive Committee and Audit Committee of the Laboratory's Board of Trustees were given an opportunity to review portions of the Form 990 relevant to the areas of oversight of those Committees, allowing them to review the form, provide comments, and ask any questions. Subsequent to the Committees' review, the form is made available to the full Board of Trustees for review prior to filing. Form 990, Part VI, Section B, Line 12c All trustees, officers, senior faculty, senior administrators, and other employees of the Laboratory are subject to conflict of interest policies that among other things, define material financial disclosure of information and specify procedures to be followed in managing these conflicts. The Laboratory's conflict of interest (COI) policies for trustees and officers requires disclosure whenever a trustee or a related party engages in an activity that could be considered a conflict of interest. Trustees are reminded that questions regarding the COI policy may be raised informally and confidentially at any time with the Chair of the Board of Trustees, the Chair of the Nominating and Governance Committee, or the University of Chicago's General Counsel. All trustees must annually disclose actual and potential conflicts of interest by completing a confidential COI Disclosure Statement and Acknowledgement, and these disclosures must be updated as new information becomes available that could affect the trustee's stated interests. The University of Chicago's General Counsel, in consultation with the Nominating and Governance Committee and senior laboratory administration, will compile the disclosures into a confidential database and prepare for each trustee a written acknowledgement of the disclosure that identifies any pending Laboratory transactions that may be affected by the disclosure. The Chair of the Board of Trustees will also review all disclosed potential conflicts of interest before making Board committee assignments. Regardless of these efforts, Trustees must be alert to any and all potential conflicts. To the extent a potential conflict has not been addressed, it should be brought to the immediate attention of the Chair of the Board, the Chair of the Nominating and Governance Committee, or the University of Chicago's General Counsel. The Trustee should also abstain from participating in or voting on the matter. Actions in this regard will be reflected in any official meeting minutes. The Laboratory requires that employees (MBL staff members) complete a COI statement annually. The statement is reviewed by the Director of Human Resources and the Director of the Division of Research. If it is believed there may be a conflict of interest on any of the statements, it is brought to the attention of the MBL Compliance Committee for resolution. Any MBL staff member who is or will be involved in an MBL business transaction in which a potential for conflict of interest may exist is required to report such potential conflict to the Chief Operating Officer. The MBL shall take action to ensure that the transaction, if it is to proceed, is on fair and reasonable terms and in the best interest of the Laboratory. Someone other than the individual with the conflict must initiate the resolutions for action and make the necessary decisions and control the transaction(s). The individual with the conflict must recuse themselves from the decision-making process. Form 990, Part VI, Section C, Line 19 The Conflict of Interest policy is available on MBL's website. Audited financial statements and Form 990 are available upon request to organization. In addition, audited financial statements, Form 990, and governing documents are available on public websites and the Commonwealth of Massachusetts' website. Form 990, Part XI, Line 9 Adjust for non-operating activities: deduct change in value of interest swap rate of $1,290,630, add change in annuities of $58,045, deduct change in post-retirement health care liability of $249,882, deduct non-operating contributions of $365,228, deduct other non-operating activity of $74,289, total of $1,921,984. University of Chicago 5801 S Ellis Avenue Chicago IL 60637 362177139 Education IL 501(c)(3) 2 N/A 0 TR U A Marine Biological Laboratory 7 MBL Street Woods Hole MA 02543 136044672 General support of the MBL NY 4947(a)(1) NA Trustees 0 TR U A Marine Biological Lab Library 7 MBL Street Woods Hole MA 02543 136045011 Support for the MBL Library NY 4947(a)(1) NA Trustees 0 Arch Development Corporation 5555 S Woodlawn Chicago IL 60637 363485244 Tech Transfer IL 501(c)(3) 12 University of Chicago 0 Asian Health Coalition 180 W Washington Street Suite 1000 Chicago IL 60602 311607193 Healthcare accessibility IL 501(c)(3) 10 University of Chicago 0 Chapin Hall Center for Children 1313 E 60th Street Chicago IL 60637 362167012 Policy Research IL 501(c)(3) 7 N/A 0 Chicago Home for Incurables 5801 S Ellis Avenue Chicago IL 60637 362169138 Supp research IL 501(c)(3) 12 University of Chicago 0 Chicago Tumor Institute 5801 S Ellis Avenue Chicago IL 60637 237136019 Supp Research IL 501(c)(3) 12 University of Chicago 0 Court Theatre Fund 5535 S Ellis Avenue Chicago IL 60637 363203660 Arts Support IL 501(c)(3) 12 University of Chicago 0 Fermi Research Alliance LLC PO Box 500 Batavia IL 60510 571239010 Manage Lab IL 501(c)(3) 7 University of Chicago 0 Hymen Milgrom Supporting Organization 33 N Lasalle Street STE 2131 Chicago IL 60602 466789522 Supp education research VA 15 N/A 0 Lake Park Associates 5801 Ellis Avenue Chicago IL 60637 366111317 Prop Holding IL 501(c)(2) University of Chicago 0 National Opinion Research Center 55 E Monroe Street 20th Floor Chicago IL 60603 362167808 Surveys IL 501(c)(3) 7 University of Chicago 0 Southeast Chicago Commission 1511 East 53rd Street Chicago IL 60615 362226282 Community Services IL 501(c)(3) 7 University of Chicago 0 The John Crerar Foundation 5730 S Ellis Avenue Chicao IL 60637 363155157 Library Support IL 501(c)(3) 15 N/A 0 The Quadrangle Club 5801 S Ellis Avenue Chicago IL 60637 361655190 Social Club IL 501(c)(7) University of Chicago 0 UChicago Research Bangladesh LTD House No 388 Road 24 1212 Mohakhali Dhaka BG Research BG NA UC Research International 0 UChicago Research International LTD 5801 S Ellis Avenue Chicago IL 60637 262741573 Research IL 501(c)(3) 12 University of Chicago 0 University of Chicago Booth School of Business LTD 25 Basinghall Street Woolgate Exchange London UK Education UK NA University of Chicago 0 University of Chicago Booth School of Business LTD 101 Penang Road Dhoby Ghaut SN Education SN NA University of Chicago 0 The University of Chicago FDN in Hong Kong LTD Far East Ctr c/o Wm Fan and Co Room 100 Hong Kong HK Fundraising HK NA University of Chicago 0 University of Chicago Charter School Corp 5801 S Ellis Avenue Chicago IL 60637 364225812 Education IL 501(c)(3) 2 University of Chicago 0 University of Chicago Cancer Research FDN 5801 S Ellis Avenue Chicago IL 60637 366056201 Supp Research IL 501(c)(3) 12 University of Chicago 0 University of Chicago Center in Paris 6 Rue Thomas Mann 75013 Paris FR Education FR NA University of Chicago 0 The University of Chicago Cloisters Club 1212 E 59th Street Chicago IL 60637 Social Club IL University of Chicago 0 University of Chicago Medical Center 5481 S Maryland Avenue Chicago IL 60637 363488183 Hospital IL 501(c)(3) 3 University of Chicago 0 University of Chicago Property Holding Corp 5801 S Ellis Avenue Chicago IL 60637 366108743 Property Holding IL 501(C)(2) University of Chicago 0 University of Chicago Retiree Medical Trust 5801 S Ellis Avenue Chicago IL 60637 363999692 Medical trust IL 501(c)(3) 12 University of Chicago 0 University of Chicago Self Insurance Trust 5801 S Ellis Avenue Chicago IL 60637 363020034 Malpractice trust IL 501(c)(3) 12 University of Chicago 0 University of Chicago Trust India GB 10-12 Clairmont Apts Rest House Bangalore IN Fundraising IN NA University of Chicago 0 UCMC Community Health and Hospital Division Inc 208 South Lasalle Street Chicago IL 60604 363181170 Promote and support the health of the community IL 501(c)(3) 13 University of Chicago Medical Center 0 UChicago (Beijing) Consulting Co LTD Unit 1-10 Culture Place Remmin University Beijing CH Consulting CH University of Chicago C 1 UChicago Center in India Private Limited 2/11 B Jangpura A New Delhi IN Consulting IN University of Chicago C 0.51 SC Curriculum Inc 70 West Madison Street Chicago IL 60602 Science curriculum IL University of Chicago C 1 Phoenix Overlay Fund Ltd 401 N Michigan Ave Chicago IL 60611 Investing CJ University of Chicago C 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 Schedule R, Part II The University of Chicago, a 501(c)(3) organization, is the direct controlling organization of the Marine Biological Laboratory Health. For purposes of completeness, the following information is provided: The related organizations listed below are disregarded entities of the University of Chicago: UChicago Argonne LLC - 68-0628477, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Manage Lab Legal Domicile: Illinois; University of Chicago Foundation Ltd - 98-0525557, 5th FL Alder Castle, 10 Noble, London, United Kingdom Primary Activity: Fundraising Legal Domicile: United Kingdom; Theory and Computing Sciences Building Trust - 51-6596577 - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Research Building Legal Domicile: Illinois; UChicago Trading - 30-0517735, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Investing Legal Domicile: Illinois; Maroon Investments LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Delaware; UChicago Impact LLC - 61-1682394, 1307 E. 60th Street, Chicago, IL 60637 Primary Activity: Education Legal Domicile: Illinois; Harper Court LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Illinois. For purposes of completeness, the entities listed below are disregarded entities of the University of Chicago Medical Center, a related entity: UCMC Community Physicians LLC, 5841 S Maryland Ave., Chicago, IL 60637, EIN:38-3865637, Primary Activity: Physician 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. 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. The University of Chicago Medicine Care Network, LLC, a disregarded entity of the University of Chicago Medical Center, is the sole member of the following related entities: UCM Care Network Medical Group Inc. 5841 S. Maryland Ave., Chicago, IL 60637 EIN: 47-4221241 Primary Activity: Healthcare Legal Domicile: Illinois; University of Chicago Medicine Care Network Affiliated Physicians LLC, 5841 S. Maryland, Chicago, IL 60637, EIN: 47-4233918 Primary Activity: Healthcare Legal Domicile: Illinois. The following entity is a disregarded entity of UChicago Research International, a related entity: UChicago Research Bangladesh LLC, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Support Research Legal Domicile: Illinois.