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UNIVERSITY OF CHICAGO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF CHICAGO (EIN 36-2177139)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201941359349304984
Schema version
2017v2.3
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)
Return2019-05-15T11:43:14-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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)
PersonBRETT PADGETTPersonNm
Person TitleASSOC VICE PRESIDENT FINANCEPersonTitleTxt
Phone7738345819PhoneNum
Signature2019-05-08SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address205.208.54.199IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm11:39:38IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5BDBA1A72738A1FE2B90059601A125CD1DC30F8AAtSubmissionCreationDeviceId
At Submission Filing Device Id5BDBA1A72738A1FE2B90059601A125CD1DC30F8AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT ZIMMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S ELLIS AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,315,090,433GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
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 Body49VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee24601TotalEmployeeCnt
Total Volunteers8081TotalVolunteersCnt
Total Gross UBI$4,276,813TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,707,957NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,667,523,784PYContributionsGrantsAmt
CY Contributions Grants$1,569,030,190CYContributionsGrantsAmt
PY Program Service Revenue$1,482,512,081PYProgramServiceRevenueAmt
CY Program Service Revenue$1,588,031,381CYProgramServiceRevenueAmt
PY Investment Income$363,940,150PYInvestmentIncomeAmt
CY Investment Income$467,129,348CYInvestmentIncomeAmt
PY Other Revenue$84,160,521PYOtherRevenueAmt
CY Other Revenue$74,620,456CYOtherRevenueAmt
PY Total Revenue$3,598,136,536PYTotalRevenueAmt
CY Total Revenue$3,698,811,375CYTotalRevenueAmt
PY Grants And Similar Paid$445,418,469PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$470,880,188CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,928,595,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,982,326,402CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$520,176PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$544,801CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$71,762,997CYTotalFundraisingExpenseAmt
PY Other Expenses$1,004,909,429PYOtherExpensesAmt
CY Other Expenses$1,088,973,436CYOtherExpensesAmt
PY Total Expenses$3,379,443,437PYTotalExpensesAmt
CY Total Expenses$3,542,724,827CYTotalExpensesAmt
PY Revenues Less Expenses$218,693,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$156,086,548CYRevenuesLessExpensesAmt
Total Assets BOY$11,314,699,739TotalAssetsBOYAmt
Total Assets EOY$11,669,737,422TotalAssetsEOYAmt
Total Liabilities BOY$4,650,130,739TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,771,174,422TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,664,569,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,898,563,000NetAssetsOrFundBalancesEOYAmt
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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,322,163,295ExpenseAmt
Revenue$901,908,575RevenueAmt
DescINSTRUCTIONIN 2017-2018, THE UNIVERSITY ENROLLED 16,445 STUDENTS, OF THAT TOTAL, 6,286 WERE UNDERGRADUATE STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE SCHOOL), 4,021 WERE GRADUATE STUDENTS, 5,519 WERE STUDENTS IN THE UNIVERSITY'S PROFESSIONAL SCHOOLS AND 619 WERE NON-DEGREE STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$773,805,848ExpenseAmt
Grant$36,136,748GrantAmt
Revenue$516,571,794RevenueAmt
DescRESEARCHUNIVERSITY 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 2017-2018 THE UNIVERSITY WAS AWARDED A TOTAL OF $514 MILLION IN RESEARCH FUNDING FROM FEDERAL AGENCIES, NON-FEDERAL GOVERNMENT ENTITIES, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES. THIS FISCAL YEAR $348 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 $83.2 MILLION, FOLLOWED BY FOUNDATION RESEARCH SPONSORSHIP OF $51.4MILLION. 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 $771.2 MILLION ANNUAL BUDGET AND APPROXIMATELY 3500 EMPLOYEES. PROGRAM SERVICE RESEARCH EXPENDITURES WERE $423.6 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 $401 MILLION ANNUAL BUDGET AND APPROXIMATELY 1800 EMPLOYEES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$434,611,556ExpenseAmt
Grant$434,611,556GrantAmt
DescSCHOLARSHIPS & FELLOWSHIPSTHE 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 2017-2018 ACADEMIC YEAR, APPROXIMATELY 60 % OF ALL STUDENTS IN THE COLLEGE RECEIVED FINANCIAL AID IN THE FORM OF GRANTS AND SCHOLARSHIPS. UNIVERSITY-WIDE EXPENDITURES FOR SCHOLARSHIPS AND FELLOWSHIPS AMOUNTED TO $434.6 MILLION. OF THIS AMOUNT, APPROXIMATELY $321.8 MILLION WAS PROVIDED FROM UNRESTRICTED FUNDS; THE REMAINING $112.8 MILLION CAME FROM RESTRICTED SOURCES.APPROXIMATELY 20% OF STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE COLLEGE) CURRENTLY RECEIVE ODYSSEY SCHOLARSHIPS. THE ODYSSEY SCHOLARSHIPS PROVIDE INCREASED ACCESS FOR LOW-INCOME AND MODERATE-INCOME STUDENTS BY PROVIDING SCHOLARSHIP SUPPORT FOR FIRST GENERATION STUDENTS AND STUDENTS WITH FAMILY INCOMES TYPICALLY BELOW $90,000. 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.THE UNIVERSITY EXPANDED ITS GRADUATE AID INITIATIVE, A PROGRAM THAT INVESTS APPROXIMATELY $310,000 IN THE EDUCATION OF EACH PH.D. STUDENT IN THE HUMANITIES, SOCIAL SCIENCES AND DIVINITY SCHOOL. THESE PROGRAMS ARE IN ADDITION TO THE UNIVERSITY'S LONGSTANDING COMMITMENT TO FINANCIAL ASSISTANCE FOR STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$437,091,207ExpenseAmt
Grant$131,884GrantAmt
Revenue$169,551,012RevenueAmt
DescTHE OTHER PROGRAM SERVICES THAT SUPPORT THE MISSION OF INSTRUCTION AND RESEARCH ARE:AUXILIARY ENTERPRISESLIBRARYOTHER STUDENT SERVICESINFORMATION SERVICESOPERATION AND MAINTENANCE OF PLANTDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$437,091,207TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$131,884TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$169,551,012TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,967,671,906TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document24623IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee24601EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBGForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountrySZForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRETT PADGETTBusinessNameLine1Txt
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 (76 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANDREW M ALPER
TRUSTEE2.00Yes (X)$0$0$0
FRANK A BAKER II
TRUSTEE2.00Yes (X)$0$0$0
DAVID G BOOTH
TRUSTEE2.00Yes (X)$0$0$0
DAVID B BROOKS
TRUSTEE2.00Yes (X)$0$0$0
DEBRA A CAFARO
TRUSTEE2.00Yes (X)$0$0$0
THOMAS A COLE
TRUSTEE2.00Yes (X)$0$0$0
JAMES S CROWN
TRUSTEE2.00Yes (X)$0$0$0
DANIEL L DOCTOROFF
TRUSTEE2.00Yes (X)$0$0$0
BRADY W DOUGAN
TRUSTEE2.00Yes (X)$0$0$0
CRAIG J DUCHOSSOIS
TRUSTEE2.00Yes (X)$0$0$0
JOHN A EDWARDSON
TRUSTEE2.00Yes (X)$0$0$0
JAMES S FRANK
TRUSTEE2.00Yes (X)$0$0$0
TIMOTHY M GEORGE
TRUSTEE2.00Yes (X)$0$0$0
RODNEY L GOLDSTEIN
TRUSTEE2.00Yes (X)$0$0$0
MARY LOUISE GORNO
VICE CHAIR OF THE BOARD18.00Yes (X)$0$0$0
KENNETH C GRIFFIN
TRUSTEE2.00Yes (X)$0$0$0
SANFORD J GROSSMAN
TRUSTEE2.00Yes (X)$0$0$0
KING W HARRIS
TRUSTEE2.00Yes (X)$0$0$0
KENNETH M JACOBS
TRUSTEE2.00Yes (X)$0$0$0
ASHLEY D JOYCE
TRUSTEE2.00Yes (X)$0$0$0
KAREN L KATEN
TRUSTEE2.00Yes (X)$0$0$0
DENNIS J KELLER
TRUSTEE2.00Yes (X)$0$0$0
STEVEN A KERSTEN
TRUSTEE2.00Yes (X)$0$0$0
JAMES M KILTS
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL J KLINGENSMITH
TRUSTEE2.00Yes (X)$0$0$0
RACHEL D KOHLER
TRUSTEE2.00Yes (X)$0$0$0
ROBERT W LANE
TRUSTEE2.00Yes (X)$0$0$0
JOHN LIEW
TRUSTEE2.00Yes (X)$0$0$0
RIKA MANSUETO
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH NEUBAUER
CHAIRMAN OF THE BOARD18.00Yes (X)$0$0$0
EMILY NICKLIN
TRUSTEE2.00Yes (X)$0$0$0
BRIEN M O'BRIEN
TRUSTEE2.00Yes (X)$0$0$0
MICHAEL P POLSKY
TRUSTEE2.00Yes (X)$0$0$0
MYRTLE S POTTER
TRUSTEE2.00Yes (X)$0$0$0
THOMAS J PRITZKER
TRUSTEE2.00Yes (X)$0$0$0
GURU RAMAKRISHNAN
TRUSTEE2.00Yes (X)$0$0$0
JOHN W ROGERS JR
TRUSTEE2.00Yes (X)$0$0$0
EMMANUEL ROMAN
TRUSTEE2.00Yes (X)$0$0$0
ANDREW M ROSENFIELD
TRUSTEE2.00Yes (X)$0$0$0
DAVID M RUBENSTEIN
TRUSTEE2.00Yes (X)$0$0$0
ALVARO J SAIEH
TRUSTEE2.00Yes (X)$0$0$0
NASSEF O SAWIRIS
TRUSTEE2.00Yes (X)$0$0$0
STEVE G STEVANOVICH
TRUSTEE2.00Yes (X)$0$0$0
MARY A TOLAN
TRUSTEE2.00Yes (X)$0$0$0
BRYON D TROTT
TRUSTEE2.00Yes (X)$0$0$0
GREGORY W WENDT
TRUSTEE2.00Yes (X)$0$0$0
DONALD R WILSON JR
TRUSTEE2.00Yes (X)$0$0$0
PAULA WOLFF
TRUSTEE2.00Yes (X)$0$0$0
PAUL G YOVOVICH
TRUSTEE2.00Yes (X)$0$0$0
FRANCIS TF YUEN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT J ZIMMER
PRESIDENT40.00Yes (X)$1,370,965$0$1,000,65216.00
ERIC ISAACS
EVP RSCH, INNOV. NAT'L LABS40.00$775,525$0$101,1349.00Yes (X)
DANIEL DIERMEIER
PROVOST40.00$858,618$0$141,1859.00Yes (X)
DEREK DOUGLAS
VP CIVIC ENGAGEMENT40.00$546,479$0$76,7589.00Yes (X)
DAVID B FITHIAN
EXECUTIVE VICE PRESIDENT40.00$711,939$0$38,9537.00Yes (X)
KIMBERLY TAYLOR
VP & GENERAL COUNSEL40.00$703,168$0$84,30314.00Yes (X)
KENNETH MANOTTI
VP ALUMNI RELATIONS & DEVL.40.00$454,907$0$29,635Yes (X)
SHARON MARINE
VP ALUMNI RELATIONS & DEVL.40.00$173,059$0$21,126Yes (X)
JAMES G NONDORF
VP ENROLL. & STUDENT ADV.40.00$654,762$0$32,066Yes (X)
KENNETH S POLONSKY
EXEC. VP MEDICAL AFFAIRS40.00$2,377,938$0$366,88820.00Yes (X)
PAUL RAND
VP COMMUNICATIONS40.00$203,954$0$36,304Yes (X)
MICHELE RASMUSSEN
DEAN OF STUDENTS40.00$300,057$0$29,462Yes (X)
DARREN REISBERG
VP STRATEGIC INITIATIVES40.00$392,123$0$33,0515.00Yes (X)
MARK A SCHMID
VP AND CHIEF INVEST. OFFICER40.00$2,421,455$0$764,376Yes (X)
IVAN SAMSTEIN
VP & CFO40.00$269,532$0$48,9159.00Yes (X)
BALAJI SRINIVASAN
VP GLOBAL ENGAGEMENT40.00$379,213$0$69,055Yes (X)
CATHERINE CALLOW-WRIGHT
VP & SECRETARY OF THE UNIVERSITY40.00$344,382$0$53,1191.00Yes (X)
SIAN BEILOCK
EXECUTIVE VICE PROVOST40.00$282,527$0$34,7065.00Yes (X)
JOHN R KROLL
AVP FINANCE40.00$436,812$0$37,1107.00Yes (X)
PATRICK O'HARA
CHIEF OPERATING OFFICER40.00$1,233,436$0$422,280Yes (X)
VALLUVAN JEEVANANDAM
CHIEF CARDIAC & THORACIC SURG.40.00$1,416,504$0$40,490Yes (X)
JOANNA RUPP
MANAGING DIRECTOR - PRIV. EQUITY40.00$1,275,095$0$456,648Yes (X)
MATTHEW STONE
MANAGING DIRECTOR - ABSOLUTE RETURN40.00$1,228,007$0$452,236Yes (X)
KHALIL AMINE
SR MATERIALS GL/ DISTINGUISHED FELLOW40.00$1,707,234$0$59,177Yes (X)
JOHN LONGBRAKE
VP COMMUNICATIONS40.00$198,078$0$37,560Yes (X)
BETH A HARRIS
FORMER VP & GENERAL COUNSEL40.00$268,487$0$43,466Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,984,256TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,510,655TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4491IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BULLEY & ANDREWS LLC
1755 W ARMITAGE AVENUECHICAGOIL60622CONSTRUCTION & RELATED SERVICES$28,837,117
MORTENSON CONSTRUCTION
25 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007CONSTRUCTION & RELATED SERVICES$17,636,094
BON APPETIT
100 HAMILTON AVENUE SUITE 400PALO ALTOCA94301FOOD SERVICES$13,409,579
AMERICAN BUILDING MAINTENANCE
180 N LASALLE STREETCHICAGOIL60601FACILITY MAINTENANCE$12,288,369
BERGLUND CONSTRUCTION CO
8410 S SOUTH CHICAGO AVENUECHICAGOIL60617CONSTRUCTION & RELATED SERVICES$11,615,442
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K939CntrctRcvdGreaterThan100KCnt
Fundraising$2,170,069FundraisingAmt
Related Organizations$71,750,000RelatedOrganizationsAmt
Government Grants$995,252,716GovernmentGrantsAmt
All Other Contributions$499,857,405AllOtherContributionsAmt
Noncash Contributions$45,273,342NoncashContributionsAmt
Total Contributions$1,569,030,190TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$901,908,575$901,908,575
SALES & SERVICES EDUCA611310$484,987,579$484,987,579
SALES & SERVICES AUX611710$165,008,843$165,008,843
ARGONNE - OTHER541900$31,584,215$31,584,215
FEES FROM GOVT AGENCIE900099$4,542,169$4,542,169
FieldValueIRS element (for citing)
Total Program Service Revenue$1,588,031,381TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,873,771TotalRevenueColumnAmt
Unrelated Business Revenue-$4,275,612UnrelatedBusinessRevenueAmt
Exclusion$76,149,383ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$273,371TotalRevenueColumnAmt
Exclusion$273,371ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,214,413TotalRevenueColumnAmt
Exclusion$8,214,413ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$8,501,559RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$8,501,559RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,501,559TotalRevenueColumnAmt
Exclusion$8,501,559ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,001,609,470SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,607,976,253SecuritiesAmt
Other-$1,348,989OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$393,633,217SecuritiesAmt
Other$1,348,989OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$394,982,206TotalRevenueColumnAmt
Exclusion$394,982,206ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$396,772FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,170,069ContriRptFundraisingEventAmt
Fundraising Direct Expenses$514,556FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$117,784TotalRevenueColumnAmt
Exclusion-$117,784ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$52,284,618GrossSalesOfInventoryAmt
Cost Of Goods Sold$9,137,238CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,147,380TotalRevenueColumnAmt
Related Or Exempt Func Income$43,147,380RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ALL OTHER900099$6,773,425$4,856,801$1,916,624
CONFERENCE CENTER722320$6,594,130$6,594,130
ACTUARIAL ADJUSTMENT900099$1,465,662$1,465,662

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,671TotalRevenueColumnAmt
Unrelated Business Revenue$41,671UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$14,874,888OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,698,811,375TotalRevenueColumnAmt
Related Or Exempt Func Income$1,637,501,224RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,276,813UnrelatedBusinessRevenueAmt
Exclusion$488,003,148ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,603,557TotalAmt
Program Services$32,603,557ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$430,969,060TotalAmt
Program Services$430,969,060ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,307,571TotalAmt
Program Services$7,307,571ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,874,608TotalAmt
Management And General$15,181,195ManagementAndGeneralAmt
Fundraising$693,413FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,566,556,795TotalAmt
Program Services$1,264,505,338ProgramServicesAmt
Management And General$261,949,492ManagementAndGeneralAmt
Fundraising$40,101,965FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$94,407,071TotalAmt
Program Services$75,649,371ProgramServicesAmt
Management And General$16,262,838ManagementAndGeneralAmt
Fundraising$2,494,862FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$211,635,165TotalAmt
Program Services$176,847,006ProgramServicesAmt
Management And General$28,489,537ManagementAndGeneralAmt
Fundraising$6,298,622FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$93,852,763TotalAmt
Program Services$76,780,015ProgramServicesAmt
Management And General$14,456,379ManagementAndGeneralAmt
Fundraising$2,616,369FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$42,071,922TotalAmt
Program Services$35,709,324ProgramServicesAmt
Management And General$4,757,161ManagementAndGeneralAmt
Fundraising$1,605,437FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,386,041TotalAmt
Program Services$46,745ProgramServicesAmt
Management And General$12,339,296ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,287,072TotalAmt
Management And General$2,287,072ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$119,915TotalAmt
Management And General$119,915ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$544,801TotalAmt
Fundraising$544,801FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,304,036TotalAmt
Management And General$9,304,036ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$89,209,481TotalAmt
Program Services$63,494,426ProgramServicesAmt
Management And General$25,715,055ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,801,747TotalAmt
Program Services$9,725,446ProgramServicesAmt
Management And General$76,301ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$203,892,884TotalAmt
Program Services$147,289,312ProgramServicesAmt
Management And General$51,028,286ManagementAndGeneralAmt
Fundraising$5,575,286FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,128,639TotalAmt
Program Services$33,198,895ProgramServicesAmt
Management And General$11,076,741ManagementAndGeneralAmt
Fundraising$853,003FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,782,012TotalAmt
Program Services$5,981,651ProgramServicesAmt
Management And General-$3,199,639ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,048,612TotalAmt
Program Services$87,047,209ProgramServicesAmt
Management And General$8,470,984ManagementAndGeneralAmt
Fundraising$1,530,419FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53,467,924TotalAmt
Program Services$43,877,243ProgramServicesAmt
Management And General$8,035,409ManagementAndGeneralAmt
Fundraising$1,555,272FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$45,437,546TotalAmt
Program Services$37,250,742ProgramServicesAmt
Management And General$6,582,547ManagementAndGeneralAmt
Fundraising$1,604,257FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$135,487,957TotalAmt
Program Services$135,487,957ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$6,150,595TotalAmt
Management And General$6,150,595ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$201,789,386TotalAmt
Program Services$201,780,186ProgramServicesAmt
Management And General$9,200ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,736,124TotalAmt
Program Services$9,495,361ProgramServicesAmt
Management And General$222,825ManagementAndGeneralAmt
Fundraising$17,938FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPORT SERVICES$79,739,605$61,696,091$15,710,941$2,332,573
EQUIPMENT RENTAL & MAIN$44,262,001$39,297,993$3,580,519$1,383,489
ALTERATIONS & REPAIRS$17,960,645$14,208,536$3,195,086$557,023
ACTUARIAL ADJUSTMENTS-$33,182,908-$33,182,908

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,092,200TotalAmt
Program Services$10,605,779ProgramServicesAmt
Management And General$1,488,153ManagementAndGeneralAmt
Fundraising$1,998,268FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,542,724,827TotalAmt
Program Services$2,967,671,906ProgramServicesAmt
Management And General$503,289,924ManagementAndGeneralAmt
Fundraising$71,762,997FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$4,443,704EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$504,600,038BOYAmt
EOY$188,337,859EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$698,642,181BOYAmt
EOY$651,522,851EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$134,286,217BOYAmt
EOY$126,533,078EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$148,379BOYAmt
EOY$121,792EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$40,712,882BOYAmt
EOY$35,948,232EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,641,959BOYAmt
EOY$3,850,937EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$92,018,030BOYAmt
EOY$63,567,958EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,421,982,352LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,224,727,910LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,162,236,440BOYAmt
EOY$3,197,254,442EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,047,243,389BOYAmt
EOY$2,519,521,290EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,582,720,211BOYAmt
EOY$4,812,644,351EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$48,450,013BOYAmt
EOY$65,990,928EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,314,699,739BOYAmt
EOY$11,669,737,422EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$651,275,956BOYAmt
EOY$645,656,465EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$142,778,202BOYAmt
EOY$155,190,290EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,158,400,052BOYAmt
EOY$2,233,356,919EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$49,283,430BOYAmt
EOY$47,615,145EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,471,975,950BOYAmt
EOY$1,532,014,472EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$176,417,149BOYAmt
EOY$157,341,131EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,650,130,739BOYAmt
EOY$4,771,174,422EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,102,527,000BOYAmt
EOY$1,103,341,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,458,269,000BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,103,773,000BOYAmt
EOY$5,795,222,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,664,569,000BOYAmt
EOY$6,898,563,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,314,699,739BOYAmt
EOY$11,669,737,422EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$156,086,548ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$77,905,688NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,764OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$1,572,513,441CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,524,767,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,621,056,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,667,523,784CurrentTaxYearMinus1YearAmt
Current Tax Year$1,569,030,190CurrentTaxYearAmt
Total$7,954,891,922TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,572,513,441CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,524,767,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,621,056,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,667,523,784CurrentTaxYearMinus1YearAmt
Current Tax Year$1,569,030,190CurrentTaxYearAmt
Total$7,954,891,922TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,954,891,922PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$132,742,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,217,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,482,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,059,684CurrentTaxYearMinus1YearAmt
Current Tax Year$88,863,114CurrentTaxYearAmt
Total$510,365,594TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,390,683CurrentTaxYearMinus2YearsAmt
Total$1,390,683TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,375,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,176,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,751,921CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,049,807CurrentTaxYearMinus1YearAmt
Current Tax Year$49,469,843CurrentTaxYearAmt
Total$233,823,569TotalAmt
FieldValueIRS element (for citing)
Total Support$8,700,471,768TotalSupportAmt
Gross Receipts Rltd Activities$7,032,131,893GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91430PublicSupportCY170Pct
Public Support PY1700.90900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION B LINE 10 OTHER INCOMEOTHER INCOME IS COMPRISED OF NET INCOME FROM SALE OF INVENTORY, ACTUARIAL ADJUSTMENTS AND OTHER MISCELLANEOUS INCOME.
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 B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$314,395DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$314,395TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 SCH C, PART II-B, LINE 1, LOBBYING ACTIVITIESFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.ExplanationTxt

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 Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,045,003,364BeginningYearBalanceAmt
Contributions$197,328,418ContributionsAmt
Investment Earnings Or Losses$681,260,067InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,769,334GrantsOrScholarshipsAmt
Other Expenditures$310,974,902OtherExpendituresAmt
Administrative Expenses$17,901,975AdministrativeExpensesAmt
End Year Balance$6,536,945,638EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,471,558,987BeginningYearBalanceAmt
Contributions$138,940,063ContributionsAmt
Investment Earnings Or Losses-$134,353,584InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,663,062GrantsOrScholarshipsAmt
Other Expenditures$360,568,009OtherExpendituresAmt
Administrative Expenses$17,911,031AdministrativeExpensesAmt
End Year Balance$6,045,003,364EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,460,254,214BeginningYearBalanceAmt
Contributions$159,687,348ContributionsAmt
Investment Earnings Or Losses$252,159,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,895,668GrantsOrScholarshipsAmt
Other Expenditures$334,354,230OtherExpendituresAmt
Administrative Expenses$17,292,379AdministrativeExpensesAmt
End Year Balance$6,471,558,986EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,886,967,761BeginningYearBalanceAmt
Contributions$137,041,291ContributionsAmt
Investment Earnings Or Losses$787,940,729InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,624,177GrantsOrScholarshipsAmt
Other Expenditures$285,994,877OtherExpendituresAmt
Administrative Expenses$21,076,512AdministrativeExpensesAmt
End Year Balance$6,460,254,215EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.41000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$82,782,990OtherCostOrOtherBasisAmt
Book Value$82,782,990BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,396,141,062OtherCostOrOtherBasisAmt
Depreciation$1,540,030,415DepreciationAmt
Book Value$2,856,110,647BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$547,901,037OtherCostOrOtherBasisAmt
Depreciation$370,959,000DepreciationAmt
Book Value$176,942,037BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$395,157,263OtherCostOrOtherBasisAmt
Depreciation$313,738,495DepreciationAmt
Book Value$81,418,768BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,197,254,442TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$1,058,781,757F
VENTURE CAPITAL$3,753,862,594F
FieldValueIRS element (for citing)
Total Book Value Securities$4,812,644,351TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN CUSTODY FOR OTHERSDesc
Amt$157,341,131Amt
FieldValueIRS element (for citing)
Total Liability$157,341,131TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,054,699,253TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$77,905,688NetUnrealizedGainsInvstAmt
Other Revenue$23,340,394OtherRevenueAmt
Revenue Not Reported$101,246,082RevenueNotReportedAmt
Revenue Subtotal$2,953,453,171RevenueSubtotalAmt
Investment Expenses Not Incld$9,304,036InvestmentExpensesNotIncldAmt
Other Revenues Not Included$736,054,168OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$745,358,204RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,698,811,375TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,785,872,083TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$17,378,179OtherExpensesIncludedAmt
Expenses Not Reported-$17,378,179ExpensesNotReportedAmt
Expenses Subtotal$2,803,250,262ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,304,036InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$730,170,529OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$739,474,565ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,542,724,827TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE UNIVERSITY OF CHICAGO IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2018 AND 2017 AND THERE ARE NO UNCERTAIN TAX POSITIONS CONSIDERED TO BE MATERIAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF DISPOSED EQUIPMENT -1,348,989. COST OF GOODS SOLD 9,137,238. RELATED ORGANIZATIONS 15,599,972. OTHER -47,827.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DISREGARDED ENTITY 736,054,168.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DISPOSAL OF EQUIPMENT -1,348,989. COST OF GOODS SOLD 9,137,238. RELATED ORGANIZATIONS -25,166,428.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DISREGARDED ENTITIES 730,170,529.
PART III, LINE 4:THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS - THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND THE ORIENTAL INSTITUTE OF THE UNIVERSITY OF CHICAGO (ORIENTAL INSTITUTE MUSEUM). THE SMART MUSEUM PROMOTES THE UNDERSTANDING OF THE VISUAL ARTS AND THEIR IMPORTANCE TO CULTURAL AND INTELLECTUAL HISTORY THROUGH DIRECT EXPERIENCES WITH ORIGINAL WORKS OF ART AND THROUGH AN INTERDISCIPLINARY APPROACH TO ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS AND PROGRAMS. THE SCOPE OF ITS PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, FOCUS ON RESEARCH AND TEACHING BY THE UNIVERSITY OF CHICAGO SCHOLARS AND OUTREACH AND EDUCATIONAL PROGRAMS TO BOTH ADULTS AND SCHOOL AGE CHILDREN MAKE SMART MUSEUM ONE OF THE MIDWEST'S MOST DYNAMIC AND INNOVATIVE EDUCATIONAL INSTITUTIONS IN THE VISUAL ARTS. THE ORIENTAL INSTITUTE MUSEUM IS A WORLD RENOWNED SHOWCASE FOR THE HISTORY, ART AND ARCHAEOLOGY OF THE ANCIENT NEAR EAST. THE COLLECTIONS ARE USED EXTENSIVELY FOR RESEARCH, TEACHING AND EXHIBITIONS. ITS APPROACH TO INTEGRATE ARCHAEOLOGICAL, TEXTUAL AND ART HISTORICAL DATA TO UNDERSTAND THE DEVELOPMENT AND FUNCTIONS OF THE ANCIENT CIVILIZATIONS OF THE NEAR EAST MAKE IT AN EXCEPTIONAL RESOURCE FOR THE UNIVERSITY COMMUNITY AS WELL AS THE COMMUNITY AT LARGE.
PART V, LINE 4:THE UNIVERSITY'S USE OF ENDOWMENT FUNDS IS INSEPARABLE FROM THE OVERALL ACADEMIC MISSION AS ONE OF THE WORLD'S LEADING RESEARCH UNIVERSITIES. ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS; SUPPORT PROFESSORSHIPS; SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS; SUPPORT THE ACQUISITION, RESTORATION AND PRESERVATION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES; AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT, GROUNDS, AND EQUIPMENT.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE IF ITS STUDENTS FROM ACCROSS 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 NONDISCRMINATORY POLICY ON ITS BROCHURES, CATALOGUES AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAM AND SCHOLARSHIPS.
SCHEDULE E, PART I, LINE 6THE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (43 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)228PROGRAM SERVICESINSTRUCTION$18,851,013
EAST ASIA AND THE PACIFIC222PROGRAM SERVICESINSTRUCTION$16,764,097
SOUTH ASIAPROGRAM SERVICESINSTRUCTION$149,760
NORTH AMERICAPROGRAM SERVICESINSTRUCTION$106,500
MIDDLE EAST AND NORTH AFRICA2PROGRAM SERVICESINSTRUCTION$353,731
SUB SAHARAN AFRICAPROGRAM SERVICESINSTRUCTION$111,895
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESINSTRUCTION$40,781
EUROPE (INCLUDING ICELAND & GREENLAND)4PROGRAM SERVICESRESEARCH$683,775
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESRESEARCH$16,457
EAST ASIA AND THE PACIFIC16PROGRAM SERVICESRESEARCH$933,647
SOUTH ASIA112PROGRAM SERVICESRESEARCH$5,725,317
MIDDLE EAST AND NORTH AFRICA130PROGRAM SERVICESRESEARCH$1,421,231
SOUTH AMERICAPROGRAM SERVICESRESEARCH$1,437,513
ANTARCTICA7PROGRAM SERVICESRESEARCH$598,504
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSUBAWARDS$601,035
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESSUBAWARDS$67,710
SUB SAHARAN AFRICAPROGRAM SERVICESSUBAWARDS$383,727
EAST ASIA AND THE PACIFICPROGRAM SERVICESSUBAWARDS$187,000
SOUTH ASIAPROGRAM SERVICESSUBAWARDS$319,373
NORTH AMERICAPROGRAM SERVICESSUBAWARDS$1,183,224
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSUBAWARDS$45,500
SOUTH AMERICAPROGRAM SERVICESSUBAWARDS$70,096
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$1,120,778
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$28,467
SUB SAHARAN AFRICAPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$34,800
EAST ASIA AND THE PACIFICPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$1,731,516
SOUTH ASIAPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$402,483
NORTH AMERICAPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$391,848
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$566,706
SOUTH AMERICAPROGRAM SERVICESSCHOLARSHIPS AND STIPENDS$173,308
EUROPE (INCLUDING ICELAND & GREENLAND)FUNDRAISING$290,655
SUB SAHARAN AFRICAFUNDRAISING$7,276
EAST ASIA AND THE PACIFICFUNDRAISING$281,095
SOUTH ASIAFUNDRAISING$32,186
NORTH AMERICAFUNDRAISING$5,540
MIDDLE EAST AND NORTH AFRICAFUNDRAISING$1,639
SOUTH AMERICAFUNDRAISING$18,691
CENTRAL AMERICA AND THE CARIBBEANFUNDRAISING$2,937
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$2,795,134,025
EAST ASIA AND THE PACIFICINVESTMENTS$50,718,291
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$523,893,190
NORTH AMERICAINVESTMENTS$43,603,264
SUB SAHARAN AFRICAINVESTMENTS$169,995,570
FieldValueIRS element (for citing)
Subtotal Offices4SubtotalOfficesCnt
Subtotal Employees56SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee165ContinuationTotalEmployeeCnt
Total Office5TotalOfficeCnt
Total Employee221TotalEmployeeCnt
Subtotal Spent$37,061,552SubtotalSpentAmt
Continuation Spent$3,601,424,599ContinuationSpentAmt
Total Spent$3,638,486,151TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (34 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SOUTH ASIASUBAWARD$32,864WIRE$0
EUROPESUBAWARD$30,399WIRE$0
SUB-SAHARAN AFRICASUBAWARD$38,501WIRE$0
MIDDLE EAST AND NORTH AFRICASUBAWARD-$8,500WIRE$0
EUROPESUBAWARD$58,961WIRE$0
EUROPESUBAWARD-$16,669WIRE$0
SOUTH ASIASUBAWARD$119,998WIRE$0
EUROPESUBAWARD$90,343WIRE$0
SUB-SAHARAN AFRICASUBAWARD$27,000WIRE$0
SOUTH AMERICASUBAWARD$40,161WIRE$0
SUB-SAHARAN AFRICASUBAWARD$9,250WIRE$0
EUROPESUBAWARD$22,439WIRE$0
NORTH AMERICASUBAWARD$40,000WIRE$0
SUB-SAHARAN AFRICASUBAWARD$112,113WIRE$0
RUSSIA AND NEIGHBORING STATESSUBAWARD$67,710WIRE$0
NORTH AMERICASUBAWARD$1,109,995WIRE$0
SOUTH ASIASUBAWARD$166,512WIRE$0
SOUTH AMERICASUBAWARD$15,227WIRE$0
EUROPESUBAWARD$40,934WIRE$0
EUROPESUBAWARD$87,250WIRE$0
NORTH AMERICASUBAWARD$3,850WIRE$0
NORTH AMERICASUBAWARD$14,629WIRE$0
NORTH AMERICASUBAWARD$2,750WIRE$0
EAST ASIA AND THE PACIFICSUBAWARD$36,075WIRE$0
EUROPESUBAWARD$5,124WIRE$0
SOUTH AMERICASUBAWARD$14,708WIRE$0
NORTH AMERICASUBAWARD$12,000WIRE$0
SUB-SAHARAN AFRICASUBAWARD$133,230WIRE$0
EUROPESUBAWARD$217,286WIRE$0
EAST ASIA AND THE PACIFICSUBAWARD$150,925WIRE$0
SUB-SAHARAN AFRICASUBAWARD$7,974WIRE$0
EUROPESUBAWARD$64,968WIRE$0
MIDDLE EAST AND NORTH AFRICASUBAWARD$54,000WIRE$0
SUB-SAHARAN AFRICASUBAWARD$55,659WIRE$0

Foreign Individuals Grants ForeignIndividualsGrantsGrp (14 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
STUDENT AIDEAST ASIA AND THE PACIFIC58$1,288,928CHECK OR WIRE$0
STUDENT AIDEUROPE (INCLUDING ICELAND & GREENLAND)38$1,021,130CHECK OR WIRE$0
STUDENT AIDMIDDLE EAST AND NORTH AFRICA10$497,411CHECK OR WIRE$0
STUDENT AIDNORTH AMERICA13$377,098CHECK OR WIRE$0
STUDENT AIDRUSSIA AND NEIGHBOURING STATES1$28,467CHECK OR WIRE$0
STUDENT AIDSOUTH AMERICA7$111,679CHECK OR WIRE$0
STUDENT AIDSOUTH ASIA17$317,783CHECK OR WIRE$0
SUMMER GRANTSEAST ASIA AND THE PACIFIC145$442,588CHECK OR WIRE$0
SUMMER GRANTSEUROPE (INCLUDING ICELAND & GREENLAND)36$99,648CHECK OR WIRE$0
SUMMER GRANTSMIDDLE EAST AND NORTH AFRICA36$69,295CHECK OR WIRE$0
SUMMER GRANTSNORTH AMERICA4$14,750CHECK OR WIRE$0
SUMMER GRANTSSOUTH AMERICA17$61,629CHECK OR WIRE$0
SUMMER GRANTSSOUTH ASIA18$84,700CHECK OR WIRE$0
SUMMER GRANTSSUB-SAHARAN AFRICA9$34,800CHECK OR WIRE$0
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2: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 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 Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO NOEL LEVITZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 KIRKWOOD PARKWAYAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52404ZIPCd
FieldValueIRS element (for citing)
ActivityTELEMARKETINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$975,975GrossReceiptsAmt
Retained By Contractor$544,801RetainedByContractorAmt
Net To Organization$431,117NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$975,975TotalGrossReceiptsAmt
Total Retained By Contractors$544,801TotalRetainedByContractorsAmt
Total Net To Organization$431,117TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1COURT THEATREEvent1Nm
Gross Receipts Event1$445,242GrossReceiptsEvent1Amt
Charitable Contri Event1$222,065CharitableContriEvent1Amt
Gross Revenue Event1$223,177GrossRevenueEvent1Amt
Non Cash Prizes Event1$88,625NonCashPrizesEvent1Amt
Rent Facility Costs Event1$20,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$48,668FoodAndBeverageEvent1Amt
Entertainment Event1$33,707EntertainmentEvent1Amt
Other Direct Expenses Event1$13,675OtherDirectExpensesEvent1Amt
Event2LAB SCHOOLEvent2Nm
Gross Receipts Event2$2,121,599GrossReceiptsEvent2Amt
Charitable Contri Event2$1,948,004CharitableContriEvent2Amt
Gross Revenue Event2$173,595GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,500NonCashPrizesEvent2Amt
Rent Facility Costs Event2$110,173RentFacilityCostsEvent2Amt
Food And Beverage Event2$117,815FoodAndBeverageEvent2Amt
Entertainment Event2$13,007EntertainmentEvent2Amt
Other Direct Expenses Event2$66,386OtherDirectExpensesEvent2Amt
Gross Receipts Total$2,566,841GrossReceiptsTotalAmt
Charitable Contributions Tot$2,170,069CharitableContributionsTotAmt
Gross Revenue Total Events$396,772GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$91,125NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$130,173RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$166,483FoodAndBeverageTotalEventsAmt
Entertainment Total Events$46,714EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$80,061OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$514,556DirectExpenseSummaryEventsAmt
Net Income Summary-$117,784NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I LINE 2BFormAndLineReferenceDesc
ExplanationMONTHLY INSTALLMENTS $528,181.00 POSTAGE $5,870.00 MAILING $10,750.00 TOTAL $544,801.00ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (173 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ADVOCATE HEALTH AND HOSPITALS CORPORATION
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515362169147501 (C) (3)$29,800SUBAWARD
AIDS FOUNDATION OF CHICAGO
200 W JACKSON BLVD SUITE 2100CHICAGOIL606066942363412054501 (C) (3)$5,711SUBAWARD
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUEBRONXNY104611975131624225501 (C) (3)$84,405SUBAWARD
ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C
215 W OHIO STREET 4TH FLOORCHICAGOIL60654364444309$59,745SUBAWARD
ASIAN HUMAN SERVICES FAMILY HEALTH CENTER
2424 W PETERSON AVENUECHICAGOIL60659010567661501 (C) (3)$85,000SUBAWARD
BEHAVIORAL IDEAS LAB INC
242 W 30TH ST SUITE 1000NEW YORKNY10001271678009501 (C) (3)$414,797SUBAWARD
BELOVED COMMUNITY FAMILY WELLNESS CENTER
6821 S HALSTEDCHICAGOIL606211833043828358501 (C) (3)$50,000SUBAWARD
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUEBOSTONMA022155491042103881501 (C) (3)$195,280SUBAWARD
BRIGHAM AND WOMEN'S HOSPITAL
101 HUNTINGTON STREET SUITE 305BOSTONMA02199042312909501 (C) (3)$12,550SUBAWARD
BRIGHTSTAR COMMUNITY OUTREACH INC
4518 S COTTAGE GROVE AVENUECHICAGOIL606534395262007088501 (C) (3)$400,865SUBAWARD
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BOULEVARDPASADENACA911250001951643307501 (C) (3)$228,037SUBAWARD
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH441067037341018992501 (C) (3)$125,808SUBAWARD
CHAPIN HALL CENTER FOR CHILDREN
1313 EAST 60TH STREETCHICAGOIL606372830362167012501 (C) (3)$575,797SUBAWARD
CHARLES DREW UNIVERSITY
1731 E 120TH STREETLOS ANGELESCA900593051956151774501 (C) (3)$57,448SUBAWARD
CHICAGO FAMILY HEALTH CENTER
9119 S EXCHANGE AVENUECHICAGOIL60617362893854501 (C) (3)$50,000SUBAWARD
CHICAGO HOUSE AND SOCIAL SERVICE AGENCY
1925 N CLYBOURN SUITE 401CHICAGOIL60614363376432501 (C) (3)$70,075SUBAWARD
CHICAGO HYDE PARK VILLAGE
5500 S WOODLAWN AVENUECHICAGOIL606371621900798416501 (C) (3)$119,101SUBAWARD
CHILDREN'S HOME & AID SOCIETY OF ILLINOIS
125 S WACKER DRIVE 14TH FLOORCHICAGOIL606064429362167743501 (C) (3)$67,500SUBAWARD
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVENUEBOSTONMA02115042774441501 (C) (3)$135,727SUBAWARD
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARDLOS ANGELESCA900276062951690977501 (C) (3)$9,143SUBAWARD
CHILDREN'S HOSPITAL MEDICAL CENTER (CINCINNATI)
3333 BURNETT AVENUECINCINNATIOH46202310833936501 (C) (3)$236,691SUBAWARD
CHILDREN'S HOSPITAL OF PHILADELPHIA
3615 CIVIC CENTER BOULEVARDPHILADELPHIAPA191044318231352166501 (C) (3)$279,796SUBAWARD
COLORADO STATE UNIVERSITY
1872 CAMPUS DELIVERYFORT COLLINGSCO805236003237098397GOVT$32,430SUBAWARD
COLUMBIA UNIVERSITY
615 W 135TH STREETNEW YORKNY10027135598093501 (C) (3)$369,292SUBAWARD
COMMUNITY HEALTH
2611 WEST CHICAGO AVENUECHICAGOIL60622363831793501 (C) (3)$79,180SUBAWARD
CORNELL UNIVERSITY
395 PINE TREE ROAD SUITE 302ITHACANY14850150532082501 (C) (3)$412,095SUBAWARD
DANA FARBER CANCER INSTITUTE
44 BINNEY STREET MS OS-385BOSTONMA02115042263040501 (C) (3)$49,525SUBAWARD
DARTMOUTH COLLEGE
11 ROPE FERRY ROADHANOVERNH03755020222111501 (C) (3)$40,434SUBAWARD
DE PAUL UNIVERSITY
1 EAST JACKSON BOULEVARDCHICAGOIL60604362167048501 (C) (3)$93,017SUBAWARD
DECATUR MEMORIAL HOSPITAL
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DUKE UNIVERSITY
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EDUCATION DEVELOPMENT CENTER INC
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EMORY UNIVERSITY
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ERIE FAMILY HEALTH CENTER
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FELLOWSHIP FOR INTERPRETATION OF GENOMES
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FORALL SYSTEMS INC
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FRIEND FAMILY HEALTH CENTER
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GE GLOBAL RESEARCH
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GEORGE MASON UNIVERSITY
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GEORGE WASHINGTON UNIVERSITY
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H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL
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HARVARD UNIVERSITY
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HEARTLAND HEALTH CENTERS
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HOWARD BROWN HEALTH CENTER
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ILLINOIS CANCER CARE
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ILLINOIS INSTITUTE OF TECHNOLOGY
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INDIANA UNIVERSITY
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INNOVATIONS FOR POVERTY ACTION (IPA)
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IOWA STATE UNIVERSITY
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JUSTICE RESOURCE INSTITUTE INC
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KARAMANOS CANCER CENTER
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LOUISIANA PUBLIC HEALTH INSTITUTE
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LUDWIG INSTITUTE FOR CANCER
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MASSACHUSETTS INSTITUTE OF TECHNOLOGY
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MAYO CLINIC
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MICROBIOTIX INC
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MIDWEST CLINICIANS' NETWORK INC
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MONTERAY BAY RESEARCH INSTITUTE
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MOUNT SINAI HOSPITAL MEDICAL CENTER
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NATIONAL DEVELOPMENT AND RESEARCH INSTITUTES INC
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NATIONAL GIRLS COLLABORATIVE
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NATIONAL LOUIS UNIVERSITY
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NATIONAL OPINION RESEARCH CENTER
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NEW YORK UNIVERSITY
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NEW YORK UNIVERSITY SCHOOL OF MEDICINE
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NORTHEASTERN UNIVERSITY
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NORTHERN ILLINOIS UNIVERSITY
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NORTHSHORE UNIVERSITY HEALTH SYSTEM
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NORTHWESTERN UNIVERSITY
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NOVA SOUTHEASTERN UNIVERSITY
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OREGON HEALTH & SCIENCE UNIVERSITY
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OUNCE OF PREVENTION FUND
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PENN STATE UNIVERSITY
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PLANETARY SCIENCE INSTITUTE
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PRINCETON UNIVERSITY
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PUGET SOUND SURGICAL CENTER
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PURDUE UNIVERSITY
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RESEARCH FOUNDATION FOR SUNY
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RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL
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RICE UNIVERSITY
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RUSH UNIVERSITY MEDICAL CENTER
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RUTGERS UNIVERSITY
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SAN DIEGO STATE UNIVERSITY
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SCHOOL OF THE ART INSTITUTE OF CHICAGO
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SEATTLE CHILDREN'S RESEARCH INSTITUTE
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SEATTLE INSTITUTE FOR BIOMEDICAL & CLINICAL RESEARCH
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SETI INSTITUTE
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SINAI HEALTH SYSTEM
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SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
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SOUTHERN ILLINOIS UNIVERSITY
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ST JUDE CHILDREN'S RESEARCH HOSPITAL
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STANFORD UNIVERSITY
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STARWISE THERAPEUTICS LLC
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SYMPHONY OF SOUTH SHORE
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TASC INC
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TCA HEALTH INC
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TEMPLE UNIVERSITY
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THE GENEVA FOUNDATION
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THE MIND RESEARCH NETWORK
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THE THRESHOLDS
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TUFTS UNIVERSITY
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UNIVERSITY OF ALABAMA
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UNIVERSITY OF ARIZONA
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UNIVERSITY OF CALIFORNIA-BERKELEY
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UNIVERSITY OF CALIFORNIA-DAVIS
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UNIVERSITY OF CALIFORNIA-IRVINE
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UNIVERSITY OF CALIFORNIA-SAN DIEGO
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UNIVERSITY OF CHICAGO CHARTER SCHOOL
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UNIVERSITY OF COLORADO
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UNIVERSITY OF CONNECTICUT
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UNIVERSITY OF DENVER
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UNIVERSITY OF FLORIDA
219 GRINTER HALL PO BOX 1003628GAINESVILLEFL32611590974739GOVT$7,291SUBAWARD
UNIVERSITY OF HAWAII
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UNIVERSITY OF IOWA
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UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC
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UNIVERSITY OF MARYLAND
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UNIVERSITY OF MICHIGAN
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UNIVERSITY OF MINNESOTA
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UNIVERSITY OF NEBRASKA
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UNIVERSITY OF NORTH CAROLINA
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UNIVERSITY OF OREGON
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UNIVERSITY OF PITTSBURGH
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UNIVERSITY OF SOUTH ALABAMA
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UNIVERSITY OF TAMPA
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UNIVERSITY OF WASHINGTON
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WEST SIDE INSTITUTE FOR SCIENCE & EDUCATION
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WESTED
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WIDMEYER COMMUNICATIONS
1129 20TH STREET NWWASHINGTONDC20036521547973$40,000SUBAWARD
YALE UNIVERSITY
155 WHITNEY AVE SUITE 230 PO BOXNEW HAVENCT06520060646973501 (C) (3)$1,171,602SUBAWARD208250

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE STUDENT AID5964$146,842,164
GRADUATE STUDENT AID7443$284,126,896

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
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 (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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
ROBERT J ZIMMER
PRESIDENT$1,192,890$0$0$0$178,075$0$859,000$0$141,652$0$2,371,617$0$0$0
ERIC ISAACS
EVP RSCH, INNOV. NAT'L LABS$697,712$0$66,417$0$11,396$0$21,600$0$79,534$0$876,659$0$0$0
DANIEL DIERMEIER
PROVOST$765,418$0$87,500$0$5,700$0$71,600$0$69,585$0$999,803$0$0$0
DEREK DOUGLAS
VP CIVIC ENGAGEMENT$476,524$0$67,500$0$2,455$0$21,600$0$55,158$0$623,237$0$0$0
DAVID B FITHIAN
EXECUTIVE VICE PRESIDENT$644,026$0$62,500$0$5,413$0$21,600$0$17,353$0$750,892$0$0$0
KIMBERLY TAYLOR
VP & GENERAL COUNSEL$622,620$0$56,100$0$24,448$0$21,600$0$62,703$0$787,471$0$0$0
KENNETH MANOTTI
VP ALUMNI RELATIONS & DEVL.$389,238$0$49,667$0$16,002$0$21,600$0$8,035$0$484,542$0$0$0
SHARON MARINE
VP ALUMNI RELATIONS & DEVL.$144,866$0$25,000$0$3,193$0$13,879$0$7,247$0$194,185$0$0$0
JAMES G NONDORF
VP ENROLL. & STUDENT ADV.$593,093$0$57,500$0$4,169$0$21,600$0$10,466$0$686,828$0$0$0
KENNETH S POLONSKY
EXEC. VP MEDICAL AFFAIRS$1,705,816$0$440,000$0$232,122$0$21,600$321,400$23,888$0$2,423,426$321,400$206,939$0
PAUL RAND
VP COMMUNICATIONS$176,076$0$0$0$27,878$0$14,500$0$21,804$0$240,258$0$0$0
MICHELE RASMUSSEN
DEAN OF STUDENTS$278,140$0$21,917$0$0$0$21,600$0$7,862$0$329,519$0$0$0
DARREN REISBERG
VP STRATEGIC INITIATIVES$349,524$0$33,000$0$9,599$0$21,600$0$11,451$0$425,174$0$0$0
MARK A SCHMID
VP AND CHIEF INVEST. OFFICER$711,839$0$1,699,292$0$10,324$0$730,048$0$34,328$0$3,185,831$0$732,290$0
IVAN SAMSTEIN
VP & CFO$268,131$0$0$0$1,401$0$21,600$0$27,315$0$318,447$0$0$0
BALAJI SRINIVASAN
VP GLOBAL ENGAGEMENT$378,511$0$0$0$702$0$21,600$0$47,455$0$448,268$0$0$0
CATHERINE CALLOW-WRIGHT
VP & SECRETARY OF THE UNIVERSITY$315,405$0$27,500$0$1,477$0$21,600$0$31,519$0$397,501$0$0$0
SIAN BEILOCK
EXECUTIVE VICE PROVOST$235,027$0$47,500$0$0$0$21,600$0$13,106$0$317,233$0$0$0
JOHN R KROLL
AVP FINANCE$344,518$0$92,294$0$0$0$21,600$0$15,510$0$473,922$0$0$0
PATRICK O'HARA
CHIEF OPERATING OFFICER$448,702$0$784,734$0$0$0$408,199$0$14,081$0$1,655,716$0$357,360$0
VALLUVAN JEEVANANDAM
CHIEF CARDIAC & THORACIC SURG.$1,216,504$0$200,000$0$0$0$21,600$0$18,890$0$1,456,994$0$0$0
JOANNA RUPP
MANAGING DIRECTOR - PRIV. EQUITY$464,284$0$810,811$0$0$0$415,173$0$41,475$0$1,731,743$0$374,507$0
MATTHEW STONE
MANAGING DIRECTOR - ABSOLUTE RETURN$444,505$0$783,502$0$0$0$407,592$0$44,644$0$1,680,243$0$0$0
KHALIL AMINE
SR MATERIALS GL/ DISTINGUISHED FELLO$231,286$0$18,798$0$1,457,150$0$21,760$0$37,417$0$1,766,411$0$0$0
JOHN LONGBRAKE
VP COMMUNICATIONS$181,662$0$15,521$0$895$0$14,900$0$22,660$0$235,638$0$0$0
BETH A HARRIS
FORMER VP & GENERAL COUNSEL$236,220$0$0$0$32,267$0$19,500$0$23,966$0$311,953$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST CLASS TRAVEL. UNDER WRITTEN UNIVERSITY POLICY, FIRST CLASS AIR TRAVEL IS ONLY ALLOWED WHEN APPROVED IN ADVANCE BY A DEAN, VICE-PRESIDENT OR THE PROVOST. EIGHT OFFICERS WERE APPROVED FOR FIRST CLASS TRAVEL IN ACCORDANCE WITH THIS POLICY. NONE OF THE BUSINESS TRIPS WERE DEEMED TAXABLE COMPENSATION. TRAVEL FOR COMPANION. UNDER WRITTEN UNIVERSITY POLICY, TRAVEL FOR COMPANIONS MUST BE PRE-APPROVED BY THE VICE PRESIDENT FOR ADMINISTRATION AND CHIEF FINANCIAL OFFICER AND WILL ONLY BE APPROVED WHEN THE COMPANION TRAVEL SERVES A BONA FIDE BUSINESS PURPOSE. ONE OFFICER HAS COMPANION TRAVEL APPROVED IN ACCORDANCE WITH THIS POLICY. THE COST OF THE COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. INDIVIDUALS MAY HAVE CERTAIN PAYMENTS GROSSED UP AT THE DISCRETION OF HEADS OF DEPARTMENTS, OFFICERS OR THE BOARD OF THE UNIVERSITY. HOUSING ALLOWANCE OR RESIDENT FOR PERSONAL USE. (PART 1A & 1B AND PART II, COLUMN D FOR ROBERT J. ZIMMER). HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. ONE OFFICER RECEIVED A HOUSING ALLOWANCE WHICH WAS INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. OF THE AMOUNT IN COLUMN D FOR ROBERT J. ZIMMER, $119,211 REPRESENTS THE VALUE OF THE UNIVERSITY-OWNED HOUSING PROVIDED TO THE PRESIDENT, WHICH IS NOT DEEMED A TAXABLE BENEFIT. SOCIAL AND HEALTH CLUB DUES. UNDER WRITTEN UNIVERSITY POLICY, SOCIAL AND HEALTH CLUB DUES ARE REIMBURSABLE ONLY IF THE BENEFITS OF THE MEMBERSHIP SUPPORT THE UNIVERSITY'S MISSION AND ONLY IF THE REIMBURSEMENT IS APPROVED BY A DEAN, VICE PRESIDENT, PROVOST OR PRESIDENT OF THE UNIVERSITY. ANY PORTION OF THE DUES NOT USED FOR BUSINESS PURPOSES IS CONSIDERED TAXABLE COMPENSATION. OFFICERS OF THE UNIVERSITY MAINTAIN MEMBERSHIP IN THE QUADRANGLE CLUB, A RELATED ORGANIZATION THAT OPERATES A FACULTY CLUB ON THE CAMPUS OF THE UNIVERSITY FOR PURPOSES OF CONDUCTING MEETINGS AND OTHER UNIVERSITY BUSINESS. THE UNIVERSITY REIMBURSES OFFICERS FOR THESE DUES AND THE REIMBURSEMENT IS NOT DEEMED TAXABLE COMPENSATION. IN ADDITION THREE OFFICERS HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION. PERSONAL SERVICES. THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT.
PART I, LINE 4BROBERT J. ZIMMER $ 837,400. KENNETH POLONSKY $ 321,400.
PART I, LINE 7INVESTMENT 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 BONDSSERIES 2003B
A5212975634520017E42003-08-28$50,000,000SEE SUPPLEMENTAL INFORMATION000
IFA 100000000 REVENUE BONDS SERIES 2004B
B86109196745200BHH42004-11-10$100,000,000SEE SUPPLEMENTAL INFORMATION000
IFA 80000000 ADJ RAT REV REFUNDING BONDS 2004C
C86109196745200BJG42004-11-30$80,000,000SEE SUPPLEMENTAL INFORMATION000
IFA XXX-XX-XXXX ADJ RATE DEMAND REV SERIES 2008
D86109196745200FEG02008-04-03$123,604,000SEE SUPPLEMENTAL INFORMATION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$15,452,000$50,141,933$274,223$49,867,710200600Yes (1)Yes (1)
B$26,852,000$102,437,189$469,999$101,967,190201000Yes (1)Yes (1)
C$2,854,000$80,000,000$463,83820060Yes (1)Yes (1)Yes (1)$79,536,162
D$26,267,000$123,604,000$752,5752004Yes (1)0Yes (1)Yes (1)$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
A00Yes (1)Yes (1)Yes (1)Yes (1)0.001000.000000.0010000Yes (1)
B00Yes (1)Yes (1)Yes (1)Yes (1)0.001000.000000.0010000Yes (1)
C00Yes (1)Yes (1)Yes (1)Yes (1)0.009000.000000.0090000Yes (1)
D00Yes (1)Yes (1)Yes (1)Yes (1)0.011000.000000.011000Yes (1)Yes (1)0.004000

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)
A00Yes (1)Yes (1)Yes (1)000Yes (1)
(no name)
B00Yes (1)Yes (1)0000Yes (1)
MORGAN STANLEY CAP
C00Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)35.00000000000000
MORGAN STANLEY CAP
D000Yes (1)Yes (1)Yes (1)00Yes (1)33.00000000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: IEFA 50,000,000 ADJ RATE REV BONDS,SERIES 2003B DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2009 ISSUER NAME: IFA 100,000,000 REVENUE BONDS, SERIES 2004B DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2009 ISSUER NAME: IFA 80,000,000 ADJ RAT REV REFUNDING BONDS 2004C DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2011 ISSUER NAME: IFA 123,604,000 ADJ RATE DEMAND REV SERIES 2008 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/26/2013 ISSUER NAME: IFA 369,570,000 REVENUE BONDS SERIES 2012A DATE THE REBATE COMPUTATION WAS PERFORMED: 01/31/2017 ISSUER NAME: IFA 149,090,000 REVENUE BONDS SERIES 2013A DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2018
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 2012A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $8,068. SERIES 2013A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $4,887. 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 $246,711. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $230,253.
PART II, LINE 11SERIES 2004B: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2012B: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2013A: 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.
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 OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, AND PAY CERTAIN 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 THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING THE NEW GRADUATE SCHOOL OF BUSINESS, A NEW RESEARCH BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING, AND NEW RESIDENCE HALLS, AND CERTAIN 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 $70,965,000 OF THE UNIVERSITY'S SERIES 2001A BONDS, AND PAY CERTAIN COSTS OF ISSUANCE. $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE TO CURRENTLY REFUND THE UNIVERSITY'S SERIES 1998A BONDS, AND (B) PAY CERTAIN COSTS OF ISSUANCE. $369,570,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2012A, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING THE WILLIAM ECKHARDT RESEARCH CENTER, THE LABORATORY SCHOOLS, THE MULTIPURPOSE ECONOMICS RESEARCH BUILDING, AND VARIOUS OTHER ADMINISTRATIVE, ACADEMIC, RESEARCH, INFRASTRUCTURE AND CAMPUS PROJECTS; TO ADVANCE OR CURRENTLY REFUND ALL OR A PORTION OF THE SERIES 1985A BONDS AND THE 2004A BONDS; AND PAY CERTAIN COSTS OF ISSUANCE. $149,090,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2013A, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE, AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, INCLUDING THE WILLIAM ECKHARDT RESEARCH CENTER, THE LABORATORY SCHOOLS, ADAPTIVE REUSE OF 5757 S. UNIVERSITY AVENUE AND VARIOUS OTHER ADMINISTRATIVE, ACADEMIC, RESEARCH, INFRASTRUCTURE AND CAMPUS PROJECTS; TO ADVANCE OR CURRENTLY REFUND ALL OR A PORTION OF THE SERIES 2001A BONDS, THE 2004A BONDS AND THE 2008B BONDS; AND PAY CERTAIN 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 ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, REFUND THE SERIES 2009 ISSUE, PAY CERTAIN COSTS RELATING TO THE ISSUE OF THE SERIES 2014A BONDS AND ADVANCED REFUNDING OF THE 2009 ISSUE. $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 ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, REFUND THE SERIES 2007 ISSUE, PAY CERTAIN 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 ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, REFINANCING THE COMMERCIAL PAPER NOTES ISSUED TO REDEEM THE SERIES 2001B-3 ISSUE, AND PAY CERTAIN COSTS OF ISSUANCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IFA 369570000 REVENUE BONDS SERIES 2012A
A86109196745203HFF42012-02-02$421,065,981SEE SUPPLEMENTAL INFORMATION000
IFA 149090000 REVENUE BONDS SERIES 2013A
B86109196745203HRE42013-05-15$159,766,350SEE SUPPLEMENTAL INFORMATION000
IFA 650000000 REVENUE BONDS SERIES 2014A
C86109196745203HB682014-08-12$644,509,246SEE SUPPLEMENTAL INFORMATION000
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
D86109196745203H3H32015-09-10$452,070,011SEE SUPPLEMENTAL INFORMATION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$20,555,000$421,074,049$1,982,388$150,009,360$269,082,30020130Yes (1)Yes (1)Yes (1)
B$2,420,000$159,771,237$1,179,561$100,004,887$58,586,7892014Yes (1)Yes (1)Yes (1)Yes (1)
C$644,513,139$2,131,891$175,008,593$467,372,65520150Yes (1)0Yes (1)
D$452,316,782$1,521,137$200,331,641$250,464,00420170Yes (1)0Yes (1)

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
A00Yes (1)Yes (1)Yes (1)Yes (1)0.006000.000000.006000Yes (1)0.004000Yes (1)
B00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
C00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
D00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

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
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45204ED70CUSIPNum
Bond Issued2018-03-07BondIssuedDt
Issue Price$128,797,725IssuePriceAmt
PurposeSEE SUPPLEMENTAL INFORMATIONPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$129,027,978TotalProceedsAmt
Issuance Costs From Proceeds$760,680IssuanceCostsFromProceedsAmt
Capital Expenditures$27,196,559CapitalExpendituresAmt
Other Spent Proceeds$72,265,000OtherSpentProceedsAmt
Unspent$28,805,739UnspentAmt
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (1)EngageBondCounselResearchInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
DAVID FITHIAN
OFFICERYes (X)$136,000$81,7920Yes (1)Yes (1)
KIMBERLY TAYLOR
OFFICERYes (X)$100,000$40,0000Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$121,792TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
TISHMAN SPEYER CROWN EQUITIES
SEE PART V$602,975SEE PART V0
TRIAN PARTNERS
SEE PART V$620,000SEE PART V0
PIMCO
SEE PART V$349,493SEE PART V0
THE CARLYLE GROUP
SEE PART V$216,360SEE PART V0
LAKE CAPITAL PARTNERS
SEE PART V$61,000SEE PART V0
SHADI BARTSCH-ZIMMER
SEE PART V$340,671SEE PART V0
ARIELA LAZAR
SEE PART V$52,985SEE PART V0
TAMAR POLONSKY
SEE PART V$256,303SEE PART V0
ERIN LANE
SEE PART V$135,772SEE PART V0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, 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 $271,863 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2018. 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 $331,112 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2018. PETER W. MAY, A FORMER TRUSTEE OF THE UNIVERSITY, IS PRESIDENT AND FOUNDING PARTNER OF TRIAN PARTNERS, AN INVESTMENT MANAGEMENT FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. TRIAN PARTNERS RECEIVED APPROXIMATELY $620,000 IN MANAGEMENT AND INCENTIVE FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2018. 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 $349,500 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2018.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 $216,000 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2018.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 $61,000 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2018.SHADI BARTSCH-ZIMMER, THE WIFE OF THE 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 $340,671 FOR THE CALENDAR YEAR 2017 IN CONNECTION WITH HER EMPLOYMENT.ARIELA LAZAR, THE WIFE OF THE UNIVERSITY OF CHICAGO PROVOST, DANIEL DIERMEIER, IS EMPLOYED BY THE UNIVERSITY AS A LECTURER IN THE UNIVERSITY'S DEPARTMENT OF PHILOSOPHY AND GRAHAM SCHOOL OF CONTINUING LIBERAL AND PROFESSIONAL STUDIES. MS. LAZAR WAS PAID $52,985 FOR THE CALENDAR YEAR 2017 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 ASSISTANT PROFESSOR IN THE DEPARTMENT OF MEDICINE. DR. POLONSKY WAS PAID $256,303 FOR THE CALENDAR YEAR 2017 IN CONNECTION WITH HER EMPLOYMENT.ERIN LANE, THE DAUGHTER-IN-LAW OF ROBERT W. LANE, A TRUSTEE OF THE UNIVERSITY DURING FISCAL YEAR 2018, IS EMPLOYED BY THE UNIVERSITY AS THE EXECUTIVE DIRECTOR, PARTNERSHIPS AND STRATEGY, SCIENCES, WITHIN THE OFFICE OF THE PRESIDENT. MS. LANE WAS PAID $135,772 IN COMPENSATION FOR THE CALENDAR YEAR 2017 IN CONNECTION WITH HER EMPLOYMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$323,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINION OF EXPERTSMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution407ContributionCnt
Noncash Contributions Rpt F990$42,461,777NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOFTWARE0$506,500COST/SELLING PRICE
Yes (X)INSTRUMENTS0$90,000COST/SELLING PRICE
FieldValueIRS element (for citing)
Form8283 Received15Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 32B:RELATED ORGANIZATIONS IN THE UK, FRANCE, SINGAPORE, HONG KONG AND INDIA SOLICIT CHARITABLE CONTRIBUTIONS FOR THE BENEFIT OF THE UNIVERSITY AND ITS PROGRAMS. THE UNIVERSITY USES AN OUTSIDE BROKER TO SELL GIFTS OF SECURITIES.
PART I, LINE 33:THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ANDREW M. ALPER, KENNETH M. JACOBS AND TIMOTHY H. GEORGE, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND ASHLEY D. JOYCE, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A FAMILY RELATIONSHIP. CRAIG J. DUCHOSSOIS, ASHLEY D. JOYCE AND RODNEY L. GOLDSTEIN, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND E. DAVID COOLIDGE III, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS, ASHLEY D. JOYCE AND JOHN W. ROGERS, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS, ASHLEY D. JOYCE AND BYRON D. TROTT, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS, ASHLEY D. JOYCE AND JAMES S. CROWN, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS, ASHLEY D. JOYCE AND MARY TOLAN, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. JOHN W. ROGERS AND PAULA WOLFF, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. BYRON D. TROTT AND JOSEPH NEUBAUER, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. THOMAS J. PRITZKER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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 FOR CONVENED MEETINGS IN MARCH 2019, AT WHICH TRUSTEES OF THESE COMMITTEES WERE GIVEN THE OPPORTUNITY TO DISCUSS THE RELEVANT SECTIONS OF THE FORM 990 AND ASK QUESTIONS. IN ADDITION, IN EARLY APRIL 2019, 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, SECTION B, LINE 12CALL 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 FOR ACADEMIC AFFAIRS 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 FOR ACADEMIC AFFAIRS 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, SECTION B, LINE 15DURING 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, SECTION C, LINE 19THE 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 XI, LINE 9:OTHER ROUNDING 1,764.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdEnd Of Year AssetsEndOfYearAssetsAmt
UCHICAGO ARGONNE LLC
5801 S ELLIS AVENUECHICAGOIL60637680628477MANAGE LABIL$713,775,481UNIV OF CHICAGO
UNIV OF CHICAGO FOUNDATION LTD
980525557FUNDRAISING$5,851,377UNIV OF CHICAGO5TH FL ALDER CASTLE 10 NOBLELONDONUKUK$4,155,876
THEORY AND COMPUTING SCIENCES
5801 S ELLIS AVENUECHICAGOIL60637516596577RESEARCH BUILDINGIL$8,586,592UNIV OF CHICAGO$84,798,394
UCHICAGO TRADING
5801 S ELLIS AVENUECHICAGOIL60637300517735INVESTING$11,461,709UNIV OF CHICAGOCJ$1,129,242
MAROON INVESTMENTS LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYILUNIV OF CHICAGO
UCHICAGO IMPACT LLC
1307 E 60TH STREETCHICAGOIL60637611682394EDUCATIONIL$7,804,590UNIV OF CHICAGO$7,144,054
HARPER COURT LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$3,337,825UNIV OF CHICAGO$1,493,926

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
ASIAN HEALTH COALITION
180 W WASHINGTON ST SUITE 1000CHICAGOIL60602311607193HEALTHCARE ACCESSIBILITYIL501 (C) (3)LINE 10UNIV OF CHICAGOYes (1)
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501 (C) (3)LINE 70
CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUECHICAGOIL60637362169138SUPP RESEARCHIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501 (C) (3)LINE 70N/A
HYMEN MILGROM SUPPORTING ORGANIZATION
33 NLASALLE ST SUITE 2131CHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA501 (C) (3)LINE 12D, III-O0
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGOYes (1)
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501 (C) (3)LINE 7Yes (1)N/A
SOUTHEAST CHICAGO COMMISSION
1511 EAST 53RD STREETCHICAGOIL60615362226282COMMUNITY SERVICESIL501 (C) (3)LINE 7UNIV OF CHICAGO0
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501 (C) (3)LINE 12D, III-O0
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543042104690RESEARCH AND EDUCATIONMA501 (C) (3)LINE 7UNIV OF CHICAGOYes (1)
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501 (C) (7)UNIV OF CHICAGOYes (1)
UCHICAGO RESEARCH BANGLADESH LTD
RESEARCHUCHGO RSCH INTLYes (1)HSE 388 ROAD 24 NEW DOHDHAKABGBG
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (1)WOOLGATE EXCHANGE 25 BASINGHALLONDONUKUK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (1)101PENANG RD 238466SINGAPORESNSN
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISINGUNIV OF CHICAGOYes (1)RM100 FAR EAST CTR C/O WM FAN COHONG KONGHKHK
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501 (C) (3)LINE 2UNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO CANCER RESEARCH FUND
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUNIV OF CHICAGOYes (1)6 RUE THOMAS MANN 75013PARISFRFR
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501 (C) (3)LINE 3UNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501 (C) (3)LINE 12A, IUNIV OF CHICAGOYes (1)
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISINGUNIV OF CHICAGOYes (1)GB10-12 CLAIRMONT APTS RST HSEBANGALOREININ
UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC
208 SOUTH LASALLE STREETCHICAGOIL60604363181170PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICESIL501 (C) (3)LINE 12B, IIUNIV OF CHICAGO MEDICAL CENTERYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary 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
UNIT 1-10 CULTURE PL OF REMMIN UNIBEIJINGCHCONSULTINGCHUNIVERSITY OF CHICAGO$1,730,413$3,400,4021.000000
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
UNIT 5-10 GRD FL DLF CAPITAL POINTNEW DELHIINCONSULTINGINUNIVERSITY OF CHICAGO$1,746,295$3,015,5620.510000
SC CURRICULUM INC
SCIENCE CURRICULUMUNIVERSITY OF CHICAGO$46,001$256,0941.00000070 WEST MADISON STCHICAGOIL60602IL
CHARITABLE REMAINDER TRUSTS (80)
CHARITABLE RMDR TRUSTUNIVERSITY OF CHICAGO0.9400005801 S ELLIS AVENUECHICAGOIL60637IL
POOLED INCOME FUND (1)
POOLED INCOME FUNDUNIVERSITY OF CHICAGO1.0000005801 S ELLIS AVENUECHICAGOIL60637IL
PHOENIX OVERLAY FUND LTD
INVESTMENTCJUNIVERSITY OF CHICAGO-$19,020$244,3671.000000401 N MICHIGAN AVE C/O INVST OFFICECHICAGOIL60611
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (43 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNIVERSITY OF CHICAGO MEDICAL CENTER
A$120,302CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
C$71,750,000CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
N$19,160,454CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
O$147,205,161CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
P$364,422,084CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q$187,287,468CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
S$18,509,465CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
O$72,782CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
S$381,120CASH VALUE
LAKE PARK ASSOCIATES
A$46,373CASH VALUE
LAKE PARK ASSOCIATES
B$1,518,850CASH VALUE
LAKE PARK ASSOCIATES
Q$865,762CASH VALUE
LAKE PARK ASSOCIATES
S$209,767CASH VALUE
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
B$1,780,952CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C$2,140,621CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
O$440,791CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
P$598,928CASH VALUE
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
R$9,704,191CASH VALUE
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
R$12,663,099CASH VALUE
NATIONAL OPINION RESEARCH CENTER
A$923,381CASH VALUE
THE QUADRANGLE CLUB
P$192,369CASH VALUE
FERMI RESEARCH ALLIANCE LLC
S$1,331,776CASH VALUE
UNIVERSITY OF CHICAGO CENTER IN PARIS
R$1,804,183CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
N$1,293,453CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
O$3,604,753CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
Q$51,763CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
R$4,459,244CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
Q$2,124CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
S$329,183CASH VALUE
UCHICAGO RESEARCH INTERNATIONAL LIMITED
R$1,940,879CASH VALUE
UCHICAGO RESEARCH BANGLADESH LLC
R$569,000CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
R$3,846,714CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
O$3,006,852CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
Q$1,948,958CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
S$24,372,064CASH VALUE
SOUTHEAST CHICAGO COMMISSION
O$73,208CASH VALUE
SOUTHEAST CHICAGO COMMISSION
P$97,859CASH VALUE
HYMEN MILGROM SUPPORTING ORGANIZATION
C$743,264CASH VALUE
CHAPIN HALL CENTER FOR CHILDREN
R$473,000CASH VALUE
JOHN CRERAR FOUNDATION
C$26,500CASH VALUE
THE MARINE BIOLOGICAL LABORATORY
R$10,828,000CASH VALUE
ASIAN HEALTH COALITION
Q$443,995CASH VALUE
CHICAGO HOME FOR THE INCURABLES
C$887,406CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I IDENTIFICATION OF DISREGARDED 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 $84,798,394 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2017 IS $8,586,592. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $4,302,898 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $713 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 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 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