STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNIVERSITY OF CHICAGO: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF CHICAGO (EIN 36-2177139)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-11
IRS object ID
201541319349303034
Schema version
2013v4.0
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)
Return2015-05-11T16:28:06-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362177139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF CHICAGOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7737021941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S ELLIS AVENUEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60637ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R KROLLPersonNm
Person TitleASSOC VP FOR FINANCEPersonTitleTxt
Phone7737021941PhoneNum
Signature2015-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT J ZIMMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S ELLIS AVENUEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60637ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$4,524,211,001GrossReceiptsAmt
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 Body53VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee24745TotalEmployeeCnt
Total Volunteers12497TotalVolunteersCnt
Total Gross UBI-$3,627,420TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,464,776,423PYContributionsGrantsAmt
CY Contributions Grants$1,572,513,441CYContributionsGrantsAmt
PY Program Service Revenue$1,200,157,025PYProgramServiceRevenueAmt
CY Program Service Revenue$1,259,804,957CYProgramServiceRevenueAmt
PY Investment Income$368,665,198PYInvestmentIncomeAmt
CY Investment Income$371,514,837CYInvestmentIncomeAmt
PY Other Revenue$58,299,865PYOtherRevenueAmt
CY Other Revenue$69,447,944CYOtherRevenueAmt
PY Total Revenue$3,091,898,511PYTotalRevenueAmt
CY Total Revenue$3,273,281,179CYTotalRevenueAmt
PY Grants And Similar Paid$347,581,254PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$362,657,658CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,663,310,552PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,714,863,923CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$451,699PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$596,369CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$68,458,000CYTotalFundraisingExpenseAmt
PY Other Expenses$898,493,783PYOtherExpensesAmt
CY Other Expenses$1,050,339,290CYOtherExpensesAmt
PY Total Expenses$2,909,837,288PYTotalExpensesAmt
CY Total Expenses$3,128,457,240CYTotalExpensesAmt
PY Revenues Less Expenses$182,061,223PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$144,823,939CYRevenuesLessExpensesAmt
Total Assets BOY$9,703,508,112TotalAssetsBOYAmt
Total Assets EOY$10,388,536,242TotalAssetsEOYAmt
Total Liabilities BOY$3,520,333,112TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,740,041,242TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,183,175,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,648,495,000NetAssetsOrFundBalancesEOYAmt
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$947,613,871ExpenseAmt
Revenue$704,846,051RevenueAmt
DescINSTRUCTION:IN 2013-2014, THE UNIVERSITY ENROLLED 15,194 STUDENTS, OF THAT TOTAL, 5,692 WERE UNDERGRADUATE STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE SCHOOL), 3,546 WERE GRADUATE STUDENTS, 5,359 WERE STUDENTS IN THE UNIVERSITY'S PROFESSIONAL SCHOOLS AND 597 WERE NON-DEGREE STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$798,731,922ExpenseAmt
Grant$36,065,261GrantAmt
Revenue$405,620,118RevenueAmt
DescRESEARCH:UNIVERSITY OF CHICAGO FACULTY CROSS TRADITIONAL DISCIPLINARY BOUNDARIES TO TRANSFORM UNDERSTANDINGS IN BUSINESS, ECONOMICS, HISTORY, LAW, LITERATURE, RELIGION, PHYSICS, CHEMISTRY AND BIOLOGY AND MEDICINE, AMONG OTHER FIELDS. IN PURSUIT OF THESE RESEARCH ENDEAVORS, DURING FISCAL YEAR 2013-2014 THE UNIVERSITY WAS AWARDED A TOTAL OF $450.8 MILLION IN RESEARCH FUNDING FROM FEDERAL AGENCIES, NON-FEDERAL GOVERNMENT ENTITIES, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES. THIS FISCAL YEAR $320.7 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. FOUNDATION RESEARCH SPONSORSHIP AWARDS TOTALED $61.1 MILLION, FOLLOWED BY CORPORATE RESEARCH SPONSORSHIP OF $50.0 MILLION.THE UNIVERSITY ALSO CONDUCTS SCIENTIFIC RESEARCH IN COLLABORATION WITH ARGONNE NATIONAL LABORATORY, OWNED BY THE UNITED STATES GOVERNMENT AND OPERATED BY THE UNIVERSITY THROUGH A DISREGARDED ENTITY, UNDER THE TERMS OF A COST REIMBURSEMENT CONTRACT WITH THE U.S. DEPARTMENT OF ENERGY. ARGONNE IS A MULTI-PURPOSE SCIENCE LABORATORY WITH A $760.0 MILLION ANNUAL BUDGET AND APPROXIMATELY 3400 EMPLOYEES. PROGRAM SERVICE RESEARCH EXPENDITURES WERE $548.2 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 $387 MILLION ANNUAL BUDGET AND APPROXIMATELY 1750 EMPLOYEES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$326,592,397ExpenseAmt
Grant$326,592,397GrantAmt
DescSCHOLARSHIPS & FELLOWSHIPS:THE UNIVERSITY IS A NEED BLIND INSTITUTION WITH AN EXTENSIVE FINANCIAL AID PROGRAM WHICH IS DESIGNED TO ENABLE THE MOST QUALIFIED STUDENTS TO ATTEND THE UNIVERSITY REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. FOR THE 2013-2014 ACADEMIC YEAR, APPROXIMATELY 64 PERCENT 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 $326.6 MILLION. OF THIS AMOUNT, APPROXIMATELY $246.8 MILLION WAS PROVIDED FROM UNRESTRICTED FUNDS; THE REMAINING $79.8 MILLION CAME FROM RESTRICTED SOURCES. ALMOST ELEVEN HUNDRED 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 ELIMINATING LOANS FOR THOSE WITH FAMILY INCOME BELOW $75,000 AND REDUCING LOAN INDEBTEDNESS FOR MANY OTHERS. 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$617,705,416ExpenseAmt
Revenue$195,666,864RevenueAmt
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$617,705,416TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$195,666,864TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,690,643,606TotalProgramServiceExpensesAmt
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 PersonYes (1)GrantToRelatedPersonInd
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 Contribution0DeductibleArtContributionInd
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 Document24318IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee24745EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBGForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryHRForeignCountryCd
Foreign CountryIDForeignCountryCd
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 Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members53GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
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 FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN R KROLLPersonNm
Phone7737021941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16054 S DREXEL AVENUEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60637ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (79 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
CHAIR OF THE BOARD18.00Yes (X)$0$0$0
SEKHAR BAHADUR
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
E DAVID COOLIDGE III
TRUSTEE2.00Yes (X)$0$0$0
JAMES S CROWN
TRUSTEE2.00Yes (X)$0$0$0
KATHARINE P DARROW
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
JACK W FULLER
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
TRUSTEE2.00Yes (X)$0$0$0
KATHRYN C GOULD
TRUSTEE2.00Yes (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
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
MICHAEL L KLOWDEN
TRUSTEE2.00Yes (X)$0$0$0
RACHEL D KOHLER
TRUSTEE2.00Yes (X)$0$0$0
ROBERT W LANE
TRUSTEE2.00Yes (X)$0$0$0
CHARLES ASHBY LEWIS
TRUSTEE2.00Yes (X)$0$0$0
JOHN LIEW
TRUSTEE2.00Yes (X)$0$0$0
PETER W MAY
TRUSTEE2.00Yes (X)$0$0$0
JOSEPH NEUBAUER
VICE CHAIR OF THE BOARD18.00Yes (X)$0$0$0
EMILY NICKLIN
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
JOHN W ROGERS JR
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
ELIZABETH M THOMPSON
TRUSTEE2.00Yes (X)$0$0$0
MARY A TOLAN
TRUSTEE2.00Yes (X)$0$0$0
BRYON D TROTT
TRUSTEE2.00Yes (X)$0$0$0
MARSHALL I WAIS
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
VICE CHAIR OF THE BOARD18.00Yes (X)$0$0$0
FRANCIS TF YUEN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT J ZIMMER
PRESIDENT40.00Yes (X)$1,206,827$0$693,44215.00
THOMAS F ROSENBAUM
PROVOST40.00$678,123$0$87,38810.00Yes (X)
ERIC ISAACS
PROVOST40.00$47,500$640,632$81,5732.00Yes (X)
NIMALAN CHINNIAH
EXEC. VP FOR ADMIN & CFO40.00$666,948$0$35,44111.00Yes (X)
KAREN WARREN COLEMAN
VP CAMPUS AND STUD. LIFE40.00$279,810$0$40,116Yes (X)
DEREK RB DOUGLAS
VP CIVIC ENGAGEMENT40.00$397,177$0$59,2675.00Yes (X)
DAVID B FITHIAN
EXECUTIVE VICE PRESIDENT40.00$380,010$0$34,8444.00Yes (X)
DAVID A GREENE
EXECUTIVE VICE PRESIDENT40.00$745,777$0$208,4002.00Yes (X)
BETH A HARRIS
VP & GENERAL COUNSEL40.00$442,326$0$91,00412.00Yes (X)
RICHARD IORIO
VP & CHIEF HUMAN RESOURCE OFC.40.00$685,548$0$96,406Yes (X)
DONALD H LEVY
VP FOR RESEARCH40.00$404,659$0$33,4529.00Yes (X)
KENNETH MANOTTI
VP ALUMNI RELATIONS & DEVL.40.00$508,257$0$33,935Yes (X)
JAMES G NONDORF
VP ENROLL. & STUDENT ADV.40.00$490,354$0$29,203Yes (X)
JULIE PETERSON
VP COMMUNICATIONS40.00$416,618$0$54,362Yes (X)
KENNETH S POLONSKY
EXEC. VP MEDICAL AFFAIRS40.00$1,878,980$0$224,83621.00Yes (X)
DARREN REISBERG
SECRETARY OF THE UNIVERSITY40.00$187,425$0$26,026Yes (X)
MARK A SCHMID
VP AND CHIEF INVEST. OFFICER40.00$1,934,810$0$652,947Yes (X)
IAN SOLOMON
VP GLOBAL ENGAGEMENT40.00$236,398$0$25,911Yes (X)
MICHAEL EDLESON
INVESTMENT CHIEF RISK OFFICER40.00$1,680,427$0$399,486Yes (X)
PHUONG-QUE NGUYEN
MTG. DIRECTOR - STRATEGY40.00$1,167,682$0$370,167Yes (X)
VALLUVAN JEEVANANDAM
CHIEF CARDIAC & THORACIC SURG.40.00$1,239,896$0$42,611Yes (X)
DAVID AWSCHALOM
PROF. INSTITUTE OF MOLECULAR ENGR.40.00$1,304,103$0$36,174Yes (X)
MATTHEW STONE
MGT. DIRECTOR - PUBLIC MKTS.40.00$1,083,384$0$400,906Yes (X)
EVERETT VOKES
CHAIRMAN OF MEDICINE40.00$930,929$0$44,900Yes (X)
SUNIL P KUMAR
DEAN OF BOOTH SCH. OF BUS.40.00$600,780$0$41,611Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,594,748TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$640,632TotReportableCompRltdOrgAmt
Total Other Compensation$3,844,408TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2245IndivRcvdGreaterThan100KCnt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
TURNER CONSTRUCTION CO
55 E MONROE STCHICAGOIL60603CONSTRUCTION & RELATED SERVICES$41,139,485
W E O'NEIL CONSTRUCTION CO
1245 W WASHINGTON BLVDCHICAGOIL60607CONSTRUCTION & RELATED SERVICES$32,401,457
LEND LEASE US
1 N WACKER DRIVECHICAGOIL60606CONSTRUCTION & RELATED SERVICES$19,462,746
ARAMARK SERVICES
1101 MARKET STREETPHILADELPHIAPA19107FOOD SERVICE MANAGMENT$13,235,804
AMERICAN BUILDING MAINTENANCE
111 E WACKER DRIVECHICAGOIL60601BUILDING MAINTENANCE$11,109,663
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K901CntrctRcvdGreaterThan100KCnt
Fundraising$809,995FundraisingAmt
Related Organizations$71,750,000RelatedOrganizationsAmt
Government Grants$1,014,267,577GovernmentGrantsAmt
All Other Contributions$485,685,869AllOtherContributionsAmt
Noncash Contributions$153,746,092NoncashContributionsAmt
Total Contributions$1,572,513,441TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611310$704,846,051$704,846,051
SALES & SERVICES EDUCA900099$361,934,005$361,934,005
SALES & SERVICES AUXIL611710$144,677,360$144,677,360
ALL OTHER541900$43,686,113$43,686,113
FEES FROM GOVERNMENT A900099$4,661,428$4,661,428
FieldValueIRS element (for citing)
Total Program Service Revenue$1,259,804,957TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,038,533TotalRevenueColumnAmt
Unrelated Business Revenue-$10,432,936UnrelatedBusinessRevenueAmt
Exclusion$116,471,469ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,429TotalRevenueColumnAmt
Exclusion$4,429ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,984,680TotalRevenueColumnAmt
Exclusion$8,984,680ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$7,282,180RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$7,282,180RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,282,180TotalRevenueColumnAmt
Exclusion$7,282,180ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,503,197,348SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,227,800,859SecuritiesAmt
Other$9,924,614OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$275,396,489SecuritiesAmt
Other-$9,924,614OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$265,471,875TotalRevenueColumnAmt
Exclusion$265,471,875ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$375,430FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$809,995ContriRptFundraisingEventAmt
Fundraising Direct Expenses$327,938FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,492TotalRevenueColumnAmt
Exclusion$47,492ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$54,884,107GrossSalesOfInventoryAmt
Cost Of Goods Sold$12,876,411CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,007,696TotalRevenueColumnAmt
Related Or Exempt Func Income$42,007,696RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONFERENCES & CATERING722320$6,694,236$6,694,236
ACTUARIAL ADJUSTMENT900099$2,487,476$2,487,476
ADVERTISING541800$90,050$90,050

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,854,134TotalRevenueColumnAmt
Related Or Exempt Func Income$1,832,904RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$21,230UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,125,896OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,273,281,179TotalRevenueColumnAmt
Related Or Exempt Func Income$1,306,133,033RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$3,627,420UnrelatedBusinessRevenueAmt
Exclusion$398,262,125ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,794,642TotalAmt
Program Services$32,794,642ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$322,863,448TotalAmt
Program Services$322,863,448ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,999,568TotalAmt
Program Services$6,999,568ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,174,217TotalAmt
Management And General$11,644,228ManagementAndGeneralAmt
Fundraising$529,989FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,320,032,761TotalAmt
Program Services$1,101,566,135ProgramServicesAmt
Management And General$185,109,895ManagementAndGeneralAmt
Fundraising$33,356,731FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$72,644,176TotalAmt
Program Services$59,644,451ProgramServicesAmt
Management And General$10,205,493ManagementAndGeneralAmt
Fundraising$2,794,232FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$226,236,157TotalAmt
Program Services$186,797,757ProgramServicesAmt
Management And General$29,481,431ManagementAndGeneralAmt
Fundraising$9,956,969FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$83,776,612TotalAmt
Program Services$69,215,264ProgramServicesAmt
Management And General$11,134,172ManagementAndGeneralAmt
Fundraising$3,427,176FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$36,876,243TotalAmt
Program Services$32,493,314ProgramServicesAmt
Management And General$3,449,607ManagementAndGeneralAmt
Fundraising$933,322FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,044,226TotalAmt
Program Services$36,678ProgramServicesAmt
Management And General$6,007,548ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$921,379TotalAmt
Management And General$921,379ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$345,528TotalAmt
Management And General$345,528ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$596,369TotalAmt
Fundraising$596,369FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,262,081TotalAmt
Program Services$7,262,081ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$119,459,426TotalAmt
Program Services$95,623,114ProgramServicesAmt
Management And General$23,836,312ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,168,141TotalAmt
Program Services$6,035,151ProgramServicesAmt
Management And General$132,990ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$179,880,885TotalAmt
Program Services$142,395,243ProgramServicesAmt
Management And General$31,821,330ManagementAndGeneralAmt
Fundraising$5,664,312FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,230,714TotalAmt
Program Services$26,831,627ProgramServicesAmt
Management And General$10,772,955ManagementAndGeneralAmt
Fundraising$626,132FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$5,077,195TotalAmt
Program Services$5,053,266ProgramServicesAmt
Management And General$23,929ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$101,251,513TotalAmt
Program Services$94,453,005ProgramServicesAmt
Management And General$5,546,998ManagementAndGeneralAmt
Fundraising$1,251,510FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$49,744,974TotalAmt
Program Services$42,553,370ProgramServicesAmt
Management And General$5,592,471ManagementAndGeneralAmt
Fundraising$1,599,133FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$39,857,038TotalAmt
Program Services$33,992,191ProgramServicesAmt
Management And General$4,299,478ManagementAndGeneralAmt
Fundraising$1,565,369FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$99,354,800TotalAmt
Program Services$99,354,800ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$159,869,788TotalAmt
Program Services$159,869,788ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,250,553TotalAmt
Program Services$17,002,973ProgramServicesAmt
Management And General$2,247,003ManagementAndGeneralAmt
Fundraising$577FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPORT SERVICES$47,827,285$41,848,498$3,928,806$2,049,981
EQUIPMENT RENTAL & MAIN$47,535,067$44,104,175$2,254,522$1,176,370
ALTERATIONS & REPAIRS$21,483,046$17,760,577$2,934,068$788,401
ACTUARIAL ADJUSTMENTS$11,977,497$11,977,497

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$51,921,911TotalAmt
Program Services$32,114,993ProgramServicesAmt
Management And General$17,665,491ManagementAndGeneralAmt
Fundraising$2,141,427FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,128,457,240TotalAmt
Program Services$2,690,643,606ProgramServicesAmt
Management And General$369,355,634ManagementAndGeneralAmt
Fundraising$68,458,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$20,839,492BOYAmt
EOY$11,624,917EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$66,009,075BOYAmt
EOY$130,989,600EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$449,038,440BOYAmt
EOY$503,266,973EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$104,130,733BOYAmt
EOY$148,416,333EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$705,367BOYAmt
EOY$558,597EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$46,448,238BOYAmt
EOY$47,126,276EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,349,042BOYAmt
EOY$6,329,145EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,968,446BOYAmt
EOY$35,633,640EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,541,609,332LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,621,509,834LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,543,764,817BOYAmt
EOY$2,920,099,498EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,538,104,374BOYAmt
EOY$2,275,304,116EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,922,122,091BOYAmt
EOY$4,281,181,508EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,706,981BOYAmt
EOY$28,005,639EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,703,508,112BOYAmt
EOY$10,388,536,242EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$593,611,490BOYAmt
EOY$684,129,936EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$89,391,147BOYAmt
EOY$99,682,543EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,864,295,796BOYAmt
EOY$1,851,159,596EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$56,205,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$868,129,739BOYAmt
EOY$979,002,360EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,904,940BOYAmt
EOY$69,861,807EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,520,333,112BOYAmt
EOY$3,740,041,242EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,478,986,000BOYAmt
EOY$1,428,810,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,158,451,000BOYAmt
EOY$3,536,103,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,545,738,000BOYAmt
EOY$1,683,582,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,183,175,000BOYAmt
EOY$6,648,495,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,703,508,112BOYAmt
EOY$10,388,536,242EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$144,823,939ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$413,756,469NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$93,260,408OtherChangesInNetAssetsAmt
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$632,997,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$704,552,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$668,467,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,464,776,423CurrentTaxYearMinus1YearAmt
Current Tax Year$1,572,513,441CurrentTaxYearAmt
Total$5,043,307,615TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$632,997,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$704,552,617CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$668,467,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,464,776,423CurrentTaxYearMinus1YearAmt
Current Tax Year$1,572,513,441CurrentTaxYearAmt
Total$5,043,307,615TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,043,307,615PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,738,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,996,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,361,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,713,043CurrentTaxYearMinus1YearAmt
Current Tax Year$130,746,444CurrentTaxYearAmt
Total$556,556,324TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$15,944,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,577,578CurrentTaxYearMinus2YearsAmt
Total$26,522,359TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,130,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,535,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,445,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,224,252CurrentTaxYearMinus1YearAmt
Current Tax Year$46,375,568CurrentTaxYearAmt
Total$216,711,804TotalAmt
FieldValueIRS element (for citing)
Total Support$5,843,098,102TotalSupportAmt
Gross Receipts Rltd Activities$5,675,960,485GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86310PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (3 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 REVENUE.
SECTION C LINE 15THERE IS NO AMOUNT TO REPORT AS THIS IS THE FIRST YEAR THAT THE UNIVERSITY OF CHICAGO IS COMPLETING SCHEDULE A PART II.
SCHEDULE A PART IITHE UNIVERSITY OF CHICAGO IS A SCHOOL; HOWEVER IN ORDER TO USE THE SPECIAL RULE 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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
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$497,929DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$497,929TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
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$5,886,968,000BeginningYearBalanceAmt
Contributions$137,041,000ContributionsAmt
Investment Earnings Or Losses$784,536,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,718,000GrantsOrScholarshipsAmt
Other Expenditures$285,901,000OtherExpendituresAmt
Administrative Expenses$17,672,000AdministrativeExpensesAmt
End Year Balance$6,460,254,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,701,419,000BeginningYearBalanceAmt
Contributions$117,250,000ContributionsAmt
Investment Earnings Or Losses$399,315,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,748,000GrantsOrScholarshipsAmt
Other Expenditures$272,226,000OtherExpendituresAmt
Administrative Expenses$17,042,000AdministrativeExpensesAmt
End Year Balance$5,886,968,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,691,013,000BeginningYearBalanceAmt
Contributions$82,079,000ContributionsAmt
Investment Earnings Or Losses$265,909,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$43,210,000GrantsOrScholarshipsAmt
Other Expenditures$277,366,000OtherExpendituresAmt
Administrative Expenses$17,006,000AdministrativeExpensesAmt
End Year Balance$5,701,419,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,904,717,000BeginningYearBalanceAmt
Contributions$128,430,000ContributionsAmt
Investment Earnings Or Losses$1,009,407,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,632,000GrantsOrScholarshipsAmt
Other Expenditures$294,918,000OtherExpendituresAmt
Administrative Expenses$13,991,000AdministrativeExpensesAmt
End Year Balance$5,691,013,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,535,634,000BeginningYearBalanceAmt
Contributions$126,671,000ContributionsAmt
Investment Earnings Or Losses$695,590,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,774,000GrantsOrScholarshipsAmt
Other Expenditures$402,328,000OtherExpendituresAmt
Administrative Expenses$11,076,000AdministrativeExpensesAmt
End Year Balance$4,904,717,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.31000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.45000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$94,254,869OtherCostOrOtherBasisAmt
Book Value$94,254,869BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,656,049,982OtherCostOrOtherBasisAmt
Depreciation$1,070,837,467DepreciationAmt
Book Value$2,585,212,515BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$465,199,232OtherCostOrOtherBasisAmt
Depreciation$303,589,939DepreciationAmt
Book Value$161,609,293BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$326,105,249OtherCostOrOtherBasisAmt
Depreciation$247,082,428DepreciationAmt
Book Value$79,022,821BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,920,099,498TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$1,164,505,325F
VENTURE CAPITAL$3,116,676,183F
FieldValueIRS element (for citing)
Total Book Value Securities$4,281,181,508TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD FOR OTHERSDesc
Amt$69,861,807Amt
FieldValueIRS element (for citing)
Total Liability$69,861,807TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,990,235,141TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$413,756,469NetUnrealizedGainsInvstAmt
Other Revenue$62,545,749OtherRevenueAmt
Revenue Not Reported$476,302,218RevenueNotReportedAmt
Revenue Subtotal$2,513,932,923RevenueSubtotalAmt
Investment Expenses Not Incld$7,262,081InvestmentExpensesNotIncldAmt
Other Revenues Not Included$752,086,175OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$759,348,256RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,273,281,179TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,371,726,541TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$22,802,943OtherExpensesIncludedAmt
Expenses Not Reported$22,802,943ExpensesNotReportedAmt
Expenses Subtotal$2,348,923,598ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,262,081InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$772,271,561OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$779,533,642ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,128,457,240TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 MIDWESTS 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.
PART X, LINE 2:THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT TO THE EXTENT THAT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2014 AND 2013. THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS, WHICH THE UNIVERSITY CONSIDERS TO BE MATERIAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED ORGANIZATIONS THAT FILE THEIR OWN 990 39,744,724. COST OF DISPOSED EQUIPMENT 9,924,614. COST OF GOODS SOLD 12,876,411.
PART XI, LINE 4B - OTHER ADJUSTMENTS:UCHICAGO ARGONNE LLC 734,376,543. OTHER DISREGARED ENTITIES 17,624,150. ROUNDING 85,482.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 12,876,411. COST OF DISPOSED EQUIPMENT 9,924,614. MISC 1,918.
PART XII, LINE 4B - OTHER ADJUSTMENTS:UCHICAGO ARGONNE LLC 734,376,543. OTHER DISREGARDED ENTITIES 14,096,095. RELATED ORGANIZATIONS 23,798,923.

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 OF ITS STUDENTS FROM ACROSS THE NATION AND AROUND THE WORLD, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY, AS EMBODIED IN THE UNIVERSITY'S POLICY ON UNLAWFUL DISCRIMINATION AND HARASSMENT, AND INCLUDES A STATEMENT OF ITS NONDISCRIMINATORY POLICY ON ITS BROCHURES, CATALOGUES AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS 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 (40 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)229PROGRAM SERVICESINSTRUCTION$19,489,251
RUSSIA & THE NEWLY INDEPENDENT STATESPROGRAM SERVICESINSTRUCTION$52,701
EAST ASIA AND THE PACIFIC117PROGRAM SERVICESINSTRUCTION$14,703,898
SOUTH ASIAPROGRAM SERVICESINSTRUCTION$149,615
NORTH AMERICAPROGRAM SERVICESINSTRUCTION$89,578
MIDDLE EAST AND NORTH AFRICA2PROGRAM SERVICESINSTRUCTION$206,687
EUROPE (INCLUDING ICELAND & GREENLAND)2PROGRAM SERVICESRESEARCH$60,971
EAST ASIA AND THE PACIFIC19PROGRAM SERVICESRESEARCH$3,327,763
SOUTH ASIA2PROGRAM SERVICESRESEARCH$1,543,733
MIDDLE EAST AND NORTH AFRICA112PROGRAM SERVICESRESEARCH$497,729
SOUTH AMERICA2PROGRAM SERVICESRESEARCH$93,759
110PROGRAM SERVICESRESEARCH$434,810
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSUBAWARD$887,152
SUB-SAHARAN AFRICAPROGRAM SERVICESSUBAWARD$317,708
EAST ASIA AND THE PACIFICPROGRAM SERVICESSUBAWARD$165,957
SOUTH ASIAPROGRAM SERVICESSUBAWARD$450,692
NORTH AMERICAPROGRAM SERVICESSUBAWARD$829,723
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSUBAWARD$42,217
RUSSIA & THE NEWLY INDEPENDENT STATESPROGRAM SERVICESSUBAWARD$42,930
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSCHOLARSHIP AND STIPENDS$2,573,567
RUSSIA & THE NEWLY INDEPENDENT STATESPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$36,712
SUB-SAHARAN AFRICAPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$41,400
EAST ASIA AND THE PACIFICPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$785,717
SOUTH ASIAPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$284,576
NORTH AMERICAPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$153,157
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$260,912
SOUTH AMERICAPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$121,223
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESSCHOLARSHIP AND STIPENDS$6,000
SOUTH AMERICAFUNDRAISING$53,163
EUROPE (INCLUDING ICELAND & GREENLAND)FUNDRAISING$176,320
SOUTH ASIAFUNDRAISING$178,095
MIDDLE EAST AND NORTH AFRICAFUNDRAISING$1,726
EAST ASIA AND THE PACIFICFUNDRAISING$180,287
NORTH AMERICAFUNDRAISING$11,647
EAST ASIA AND THE PACIFICUNRELATED BUSINESS INCOME$94,787
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$2,574,478,010
EAST ASIA AND THE PACIFICINVESTMENTS$27,124,725
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$462,234,606
NORTH AMERICAINVESTMENTS$61,999,343
SUB-SAHARAN AFRICAINVESTMENTS$130,534,568
FieldValueIRS element (for citing)
Subtotal Offices4SubtotalOfficesCnt
Subtotal Employees59SubtotalEmployeesCnt
Continutation Total Office2ContinutationTotalOfficeCnt
Continutation Total Employee26ContinutationTotalEmployeeCnt
Total Office6TotalOfficeCnt
Total Employee85TotalEmployeeCnt
Subtotal Spent$38,080,464SubtotalSpentAmt
Continuation Spent$3,266,636,951ContinuationSpentAmt
Total Spent$3,304,717,415TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (48 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EAST ASIA AND THE PACIFICSUBAWARD$40,250WIRE
EAST ASIA AND THE PACIFICSUBAWARD$4,878WIRE
EAST ASIA AND THE PACIFICSUBAWARD$120,829WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$799WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$1,883WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$6,630WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$16,104WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$86,474WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$2,488WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$4,521WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$13,086WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$40,944WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$6,851WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$8,512WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$32,554WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$44,569WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$68,012WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$12,178WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$9,267WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$8,768WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$1,700WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$172,780WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$70,000WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$135,583WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$78,186WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)SUBAWARD$65,263WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD$18,358WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD$23,859WIRE
NORTH AMERICASUBAWARD$24,740WIRE
NORTH AMERICASUBAWARD$61,525WIRE
NORTH AMERICASUBAWARD$37,800WIRE
NORTH AMERICASUBAWARD$16,721WIRE
NORTH AMERICASUBAWARD$507,313WIRE
NORTH AMERICASUBAWARD$41,695WIRE
NORTH AMERICASUBAWARD$39,929WIRE
NORTH AMERICASUBAWARD$303WIRE
NORTH AMERICASUBAWARD$7,407WIRE
NORTH AMERICASUBAWARD$92,289WIRE
RUSSIA & THE NEWLY INDEPENDENT STATESSUBAWARD$42,930WIRE
SOUTH ASIASUBAWARD$319,500WIRE
SOUTH ASIASUBAWARD$33,896WIRE
SOUTH ASIASUBAWARD$97,296WIRE
SUB-SAHARAN AFRICASUBAWARD$33,666WIRE
SUB-SAHARAN AFRICASUBAWARD$70,807WIRE
SUB-SAHARAN AFRICASUBAWARD$85,621WIRE
SUB-SAHARAN AFRICASUBAWARD$15,450WIRE
SUB-SAHARAN AFRICASUBAWARD$96,524WIRE
SUB-SAHARAN AFRICASUBAWARD$15,640WIRE

Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
STUDENT AIDEAST ASIA AND THE PACIFIC42$601,602CHECK
STUDENT AIDEUROPE (INCLUDING ICELAND & GREENLAND)225$2,402,942CHECK
STUDENT AIDMIDDLE EAST AND NORTH AFRICA20$213,962CHECK
STUDENT AIDNORTH AMERICA13$136,282CHECK
STUDENT AIDRUSSIA & THE NEWLY INDEPENDENT STATES2$25,712CHECK
STUDENT AIDSOUTH AMERICA6$70,723CHECK
STUDENT AIDSOUTH ASIA25$256,526CHECK
STUDENT AIDSUB-SAHARAN AFRICA2$21,200CHECK
SUMMER STUDENT GRANTSCENTRAL AMERICA AND THE CARIBBEAN2$6,000CHECK
SUMMER STUDENT GRANTSEAST ASIA AND THE PACIFIC72$184,115CHECK
SUMMER STUDENT GRANTSEUROPE (INCLUDING ICELAND & GREENLAND)273$170,625CHECK
SUMMER STUDENT GRANTSMIDDLE EAST AND NORTH AFRICA33$46,950CHECK
SUMMER STUDENT GRANTSNORTH AMERICA19$16,875CHECK
SUMMER STUDENT GRANTSRUSSIA & THE NEWLY INDEPENDENT STATES5$11,000CHECK
SUMMER STUDENT GRANTSSOUTH AMERICA23$50,500CHECK
SUMMER STUDENT GRANTSSOUTH ASIA32$28,050CHECK
SUMMER STUDENT GRANTSSUB-SAHARAN AFRICA7$20,200CHECK
$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
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO CODYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 KIRKWOOD NORTH ROAD SWAddressLine1
CityCEDAR RAPIDSCity
StateIAState
ZIP Code52404ZIPCode
FieldValueIRS element (for citing)
ActivityTELEMARKETINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,152,428GrossReceiptsAmt
Retained By Contractor$596,369RetainedByContractorAmt
Net To Organization$556,059NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,152,428TotalGrossReceiptsAmt
Total Retained By Contractors$596,369TotalRetainedByContractorsAmt
Total Net To Organization$556,059TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1LAB SCHOOLNameOfEvent1Amt
Gross Receipts Event1$870,000GrossReceiptsEvent1Amt
Charitable Contri Event1$602,036CharitableContriEvent1Amt
Gross Revenue Event1$267,964GrossRevenueEvent1Amt
Cash Prizes Event1$5,000CashPrizesEvent1Amt
Rent Facility Costs Event1$16,737RentFacilityCostsEvent1Amt
Food And Beverage Event1$127,117FoodAndBeverageEvent1Amt
Entertainment Event1$3,000EntertainmentEvent1Amt
Other Direct Expenses Event1$78,146OtherDirectExpensesEvent1Amt
Name Of Event2COURT THEATRENameOfEvent2Amt
Gross Receipts Event2$277,425GrossReceiptsEvent2Amt
Charitable Contri Event2$207,959CharitableContriEvent2Amt
Gross Revenue Event2$69,466GrossRevenueEvent2Amt
Rent Facility Costs Event2$56,563RentFacilityCostsEvent2Amt
Entertainment Event2$21,658EntertainmentEvent2Amt
Other Direct Expenses Event2$3,113OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$38,000GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$38,000GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$9,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$5,354FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,750EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$500OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,185,425GrossReceiptsTotalAmt
Charitable Contributions Tot$809,995CharitableContributionsTotAmt
Gross Revenue Total Events$375,430GrossRevenueTotalEventsAmt
Cash Prizes Total Events$5,000CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$82,300RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$132,471FoodAndBeverageTotalEventsAmt
Entertainment Total Events$26,408EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$81,759OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$327,938DirectExpenseSummaryEventsAmt
Net Income Summary$47,492NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationRUFFALO CODY PROVIDED PROFESSIONAL FUNDRAISING SERVICES FOR FISCAL YEAR 2014. DETAIL OF ALL PAYMENTS IS AS FOLLOWS: MONTHLY INSTALLMENTS 585,924 MAILING CHARGES 3,783 POSTAGE CHARGES 6,662 TOTAL PAID 596,369ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (166 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
BATTELLE INSTITUTE
1160 DUBLIN ROAD SUITE 500COLUMBUSOH43215311781583501 (C) (3) OR GOV$25,000SUBAWARD
BATTELLE PACIFIC NORTHWEST NATIONAL LABORATORY
902 BATTELLE BLVDRICHLANDWA99354314379427501 (C) (3) OR GOV$130,001SUBAWARD
BAYLOR UNIVERSITY
ONE BAYLOR PLAZAHOUSTONTX77030741613878501 (C) (3) OR GOV$34,187SUBAWARD
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROADDUARTECA91010953432210501 (C) (3) OR GOV$47,866SUBAWARD
BELOVED COMMUNITY FAMILY
6430 SOUTH HARVARDCHICAGOIL60621202273383501 (C) (3) OR GOV$40,192SUBAWARD
BIOSPHERICAL INSTRUMENTS
5340 RILEY STREETSAN DIEGOCA92111953292603$72,021SUBAWARD
BOARD OF EDUCATION - CHICAGO
125 S CLARK STREET 14TH FLCHICAGOIL60603366005821501 (C) (3) OR GOV$72,004SUBAWARD
BOSTON COLLEGE
140 COMMONWEATLH AVENUECHESTNUT HILLMA02467042103545501 (C) (3) OR GOV$28,475SUBAWARD
BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA02215042103547501 (C) (3) OR GOV$5,473SUBAWARD
BRIGHAM AND WOMEN'S HOSPITAL
101 HUNTINGTON STREET SUITE 305BOSTONMA02199042312909501 (C) (3) OR GOV$28,233SUBAWARD
BRIGHAM YOUNG UNIVERSITY
A-261 ASBPROVOUT84602870217280501 (C) (3) OR GOV$10,558SUBAWARD
CALIFORNIA STATE UNIVERSITY
401 GOLDEN SHORELONG BEACHCA90802947381554501 (C) (3) OR GOV$75,000SUBAWARD
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUEPITTSBURGHPA15213250969449501 (C) (3) OR GOV$115,394SUBAWARD
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501 (C) (3) OR GOV$279,221SUBAWARD
CENTERS FOR NEW HORIZONS
4150 SOUTH KING DRIVECHICAGOIL60653362729721501 (C) (3) OR GOV$38,963SUBAWARD
CHAPIN HALL CENTER FOR CHILDREN
1313 EAST 60TH STREETCHICAGOIL60637362167012501 (C) (3) OR GOV$154,829SUBAWARD
CHICAGO ASSOCIATION FOR RESEARCH & EDUCATION IN SCIENCE
5000 SOUTH 5TH AVE BUILDING ONEHINESIL60141363334177501 (C) (3) OR GOV$114,508SUBAWARDC347
CHICAGO BLACK GAY MEN'S CAUCUS
180 N MICHIGAN AVENUE SUITE 1200CHICAGOIL60601010977178501 (C) (3) OR GOV$14,981SUBAWARD
CHICAGO DEPARTMENT OF PUBLIC HEALTH
333 S STATE STREET ROOM 200CHICAGOIL60604366005820501 (C) (3) OR GOV$20,401SUBAWARD
CHICAGO FAMILY HEALTH CENTERFORMERLY CLARETIAN MED CTR
9119 S EXCHANGE AVENUECHICAGOIL60617362893854501 (C) (3) OR GOV$80,929SUBAWARD
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVENUEBOSTONMA02115042774441501 (C) (3) OR GOV$101,969SUBAWARD
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027951690977501 (C) (3) OR GOV$7,681SUBAWARD
CHILDREN'S HOSPITAL MEDICAL CENTER (CINCINNATI)
3333 BURNETT AVENUECINCINNATIOH46202310833963501 (C) (3) OR GOV$269,851SUBAWARD
CLARETIAN ASSOCIATES
9108 SOUTH BRANDON AVENUECHICAGOIL60617364087259501 (C) (3) OR GOV$6,067SUBAWARD
CLARK UNIVERSITY
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COLUMBIA UNIVERSITY
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MONTERAY BAY RESEARCH INSTITUTE
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OUNCE OF PREVENTION FUND
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PENN STATE UNIVERSITY
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PLANNED PARENTHOOD OF ILLINOIS
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PMAC LABORATORIES INC
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PROJECT HOPE
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PURDUE UNIVERSITY
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ROCKEFELLER UNIVERSITY
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SANTA FE INSTITUTE
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SANTEC SYSTEMS
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SCRIPPS RESEARCH INSTITUTE
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SEATTLE CHILDREN'S RESEARCH INSTITUTE
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SMITHSONIAN ASTROPHYSICAL OBSERVATORY
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SOUTHERN RESEARCH INSTITUTE
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SUNY RESEARCH FOUNDATION
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TCA HEALTH INC
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TEMPLE UNIVERSITY
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THE MARINE BIOLOGICAL LABORATORY
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TUFTS UNIVERSITY
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UNIVERSITY OF ALABAMA
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UNIVERSITY OF ALASKA
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UNIVERSITY OF ARIZONA
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UNIVERSITY OF CALIFORNIA-DV
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UNIVERSITY OF CALIFORNIA-IR
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UNIVERSITY OF CALIFORNIA-SC
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UNIVERSITY OF CALIFORNIA-SD
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UNIVERSITY OF CALIFORNIA-SF
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UNIVERSITY OF CENTRAL FLORIDA
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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 KANSAS CENTER FOR RESEARCH
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UNIVERSITY OF KENTUCKY
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UNIVERSITY OF MARYLAND
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UNIVERSITY OF MARYLAND BALTIMORE
220 ARCH STREET OFFICE LEVEL 2BALTIMOREMD21201526002033501 (C) (3) OR GOV$9,341SUBAWARD
UNIVERSITY OF MASSACHUSETTS
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UNIVERSITY OF MINNESOTA
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UNIVERSITY OF MISSOURI
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UNIVERSITY OF NEW MEXICO
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UNIVERSITY OF NORTH CAROLINA
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UNIVERSITY OF NOTRE DAME
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UNIVERSITY OF PENNSYLVANIA
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UNIVERSITY OF PITTSBURGH
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UNIVERSITY OF SCIENCES IN PHILADELPHIA
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UNIVERSITY OF VIRGINIA
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URBAN INSTITUTE
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YALE UNIVERSITY
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YMCA OF METROPOLITAN CHICAGO
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FieldValueIRS element (for citing)
Total501c3 Org160Total501c3OrgCnt
Total Other Org12TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE STUDENT AID3210$101,360,223
GRADUATE STUDENT AID6264$221,503,225

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationORGANIZATIONS PROCEDURES FOR MONITORING USE OF GRANTS FUNDS INSIDE THE US SCHEDULE I, PART IV PART I, LINE 2, THE UNIVERSITY OF CHICAGO FOLLOWS THESE PROCEDURES TO MONITOR THE USE OF GRANTS FUNDS IN THE UNITED STATES. THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE.ExplanationTxt

Schedule J IRS990ScheduleJ

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
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
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 (25 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$974,462$0$200,000$0$32,365$0$562,400$0$131,042$0$1,900,269$0$0$0
THOMAS F ROSENBAUM
PROVOST$641,656$0$26,600$0$9,867$0$20,400$0$66,988$0$765,511$0$0$0
ERIC ISAACS
PROVOST$0$580,106$0$57,209$47,500$3,317$0$0$51,635$29,938$99,135$670,570$0$0
NIMALAN CHINNIAH
EXEC. VP FOR ADMIN & CFO$640,469$0$15,400$0$11,079$0$20,400$0$15,041$0$702,389$0$0$0
KAREN WARREN COLEMAN
VP CAMPUS AND STUD. LIFE$265,577$0$13,200$0$1,033$0$20,400$0$19,716$0$319,926$0$0$0
DEREK RB DOUGLAS
VP CIVIC ENGAGEMENT$371,201$0$24,700$0$1,276$0$20,400$0$38,867$0$456,444$0$0$0
DAVID B FITHIAN
EXECUTIVE VICE PRESIDENT$343,799$0$28,400$0$7,811$0$20,400$0$14,444$0$414,854$0$0$0
DAVID A GREENE
EXECUTIVE VICE PRESIDENT$617,938$0$60,400$0$67,439$0$145,400$0$63,000$0$954,177$0$0$0
BETH A HARRIS
VP & GENERAL COUNSEL$413,572$0$20,800$0$7,954$0$20,400$0$70,604$0$533,330$0$0$0
RICHARD IORIO
VP & CHIEF HUMAN RESOURCE OFC.$525,127$0$89,730$0$70,691$0$70,400$0$26,006$0$781,954$0$0$0
DONALD H LEVY
VP FOR RESEARCH$379,559$0$25,100$0$0$0$20,400$0$13,052$0$438,111$0$0$0
KENNETH MANOTTI
VP ALUMNI RELATIONS & DEVL.$451,230$0$43,700$0$13,327$0$20,400$0$13,535$0$542,192$0$0$0
JAMES G NONDORF
VP ENROLL. & STUDENT ADV.$428,573$0$60,000$0$1,781$0$20,400$0$8,803$0$519,557$0$0$0
JULIE PETERSON
VP COMMUNICATIONS$383,375$0$22,600$0$10,643$0$20,400$0$33,962$0$470,980$0$0$0
KENNETH S POLONSKY
EXEC. VP MEDICAL AFFAIRS$1,463,573$0$400,000$0$15,407$0$20,400$183,381$21,055$0$1,920,435$183,381$0$0
DARREN REISBERG
SECRETARY OF THE UNIVERSITY$187,425$0$0$0$0$0$15,352$0$10,674$0$213,451$0$0$0
MARK A SCHMID
VP AND CHIEF INVEST. OFFICER$597,625$0$1,321,300$0$15,885$0$605,400$0$47,547$0$2,587,757$0$550,000$0
IAN SOLOMON
VP GLOBAL ENGAGEMENT$180,701$0$30,900$0$24,797$0$14,772$0$11,139$0$262,309$0$0$0
MICHAEL EDLESON
INVESTMENT CHIEF RISK OFFICER$471,932$0$1,208,495$0$0$0$377,578$0$21,908$0$2,079,913$0$336,960$0
PHUONG-QUE NGUYEN
MTG. DIRECTOR - STRATEGY$427,606$0$740,076$0$0$0$344,724$0$25,443$0$1,537,849$0$308,880$0
VALLUVAN JEEVANANDAM
CHIEF CARDIAC & THORACIC SURG.$1,016,034$0$223,862$0$0$0$20,400$0$22,211$0$1,282,507$0$0$0
DAVID AWSCHALOM
PROF. INSTITUTE OF MOLECULAR ENGR.$409,103$0$695,000$0$200,000$0$20,400$0$15,774$0$1,340,277$0$0$0
MATTHEW STONE
MGT. DIRECTOR - PUBLIC MKTS.$388,886$0$694,498$0$0$0$317,322$0$83,584$0$1,484,290$0$0$0
EVERETT VOKES
CHAIRMAN OF MEDICINE$730,929$0$200,000$0$0$0$20,400$0$24,500$0$975,829$0$0$0
SUNIL P KUMAR
DEAN OF BOOTH SCH. OF BUS.$535,954$0$62,400$0$2,426$0$20,400$0$21,211$0$642,391$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. SIX OFFICERS AND ONE FORMER OFFICER 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 EXECUTIVE 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 HAD 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 OR OFFICERS OF THE UNIVERSITY. NO LISTED PERSON HAD A GROSS-UP PAYMENT. HOUSING ALLOWANCE OR RESIDENCE 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. SIX OFFICERS AND ONE HIGHLY COMPENSATED INDIVIDUAL RECEIVED HOUSING ALLOWANCES, WHICH WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. OF THE AMOUNT IN COLUMN D FOR ROBERT J. ZIMMER, $106,580 REPRESENTS THE VALUE OF THE UNIVERISTY-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 PURPOSE OF CONDUCTING MEETINGS AND OTHER UNIVERSITY BUSINESS. THE UNIVERSITY REIMBURSES OFFICERS FOR THESE DUES AND THE REIMBURSEMENT IS NOT DEEMED TAXABLE COMPENSATION. IN ADDITION TWO OFFICERS AND ONE FORMER KEY EMPLOYEE HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION. PERSONAL SERVICES. THE UNIVESITY CONTRACTS WITH AN INDEPENDENT CONTRACTOR TO PROVIDE THE PRESIDENT OF THE UNIVERSITY WITH A CAR AND DRIVER FOR USE ON UNINVESITY BUSINESS. IN ADDITION, THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF HTE UNIVERSITY-OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT.
PART I, LINE 4BROBERT J. ZIMMER $542,000. DAVID GREENE $125,000. RICHARD IORIO $50,000. KENNETH POLONSKY $183,381.
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
IFA 100000000 REVENUE BONDS SERIES 2004B
A86109196745200BHH42004-11-10$100,000,000SEE SUPPLEMENTAL INFORMATION000
IFA 80000000 ADJ RATE REV REFUNDING BONDS 2004C
B86109196745200BJG42004-11-30$80,000,000SEE SUPPLEMENTAL INFORMATION000
IFA 244030000 REVENUE BONDS SERIES 2007
C86109196745200B6F02007-06-28$249,996,429SEE SUPPLEMENTAL INFORMATION000
IFA 123604000 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$15,709,000$102,437,189$469,999$101,967,190201000Yes (1)Yes (1)
B$2,265,000$80,000,000$463,83820060Yes (1)Yes (1)Yes (1)$79,536,162
C$6,190,000$256,001,810$1,630,377$254,371,433201000Yes (1)Yes (1)
D$14,434,000$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)0.003000.000000.0030000Yes (1)
B00Yes (1)Yes (1)Yes (1)Yes (1)0.009000.000000.0090000Yes (1)
C00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (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)
MORGAN STANLEY
B00Yes (1)Yes (1)Yes (1)Yes (1)00Yes (1)35.00000000000000
(no name)
C00Yes (1)Yes (1)0000Yes (1)
MERRILL LYNCH
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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER 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 RATE REV REFUNDING BONDS 2004C DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2011 ISSUER NAME: IFA 244,030,000 REVENUE BONDS, SERIES 2007 DATE THE REBATE COMPUTATION WAS PERFORMED: 07/12/2012 ISSUER NAME: IFA 123,604,000 ADJ RATE DEMAND REV SERIES 2008 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/26/2013 ISSUER NAME: IEFA 50,000,000 ADJ RATE REV BONDS,SERIES 2003B DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2009 ISSUER NAME: IFA 500,000,000 REVENUE BONDS, SERIES 2008B DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2014
PART I COLUMN F DESCRIPTION OF PURPOSE$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. $244,030,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2007, (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 A NEW RESIDENCE HALL, A LIBRARY ADDITION, STEAM AND CHILLED WATER UTILITY PLANT EXPANSION, THE CENTER FOR BIOMEDICAL DISCOVERY, AND AN OFFICE BUILDING, 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. $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. $500,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008B, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COST OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING A NEW RESIDENCE HALL AND DINING FACILITY, THE LOGAN ARTS CENTER, A LIBRARY ADDITION, AND THE CENTER FOR BIOMEDICAL DISCOVERY, AND 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.
PART II LINE 3SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2007: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $6,005,381. SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2008B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $646,698. 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.

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 500000000 REVENUE BONDS SERIES 2008B
B86109196745203HC422009-01-07$502,370,736SEE SUPPLEMENTAL INFORMATION000
IFA 369570000 REVENUE BONDS SERIES 2012A
C86109196745203HFF42012-02-02$421,065,981SEE SUPPLEMENTAL INFORMATION000
IFA 149090000 REVENUE BONDS SERIES 2013A
D86109196745203HRE42013-05-15$159,766,350SEE 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$9,813,000$50,141,933$274,223$49,867,710200400Yes (1)Yes (1)
B$44,325,000$503,017,434$3,487,166$495,530,268201200Yes (1)Yes (1)
C$230,000$421,074,049$1,982,388$150,009,36020120Yes (1)Yes (1)Yes (1)$269,082,300
D$159,771,237$1,179,561$100,004,8872014Yes (1)Yes (1)Yes (1)Yes (1)$58,583,789

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 RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)Yes (1)Yes (1)0.001000.000000.0010000Yes (1)
B00Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
C00Yes (1)Yes (1)Yes (1)Yes (1)0.002000.000000.0020000Yes (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
A00Yes (1)Yes (1)Yes (1)000Yes (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 L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Loan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
IAN SOLOMON
Yes (X)$300,000$300,0000Yes (1)Yes (1)
NIM CHINNIAH
Yes (X)$167,000$92,7340Yes (1)Yes (1)
DAVID GREENE
Yes (X)$60,000$60,0000Yes (1)Yes (1)
DAVID FITHIAN
Yes (X)$136,000$105,8630Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$558,597TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NOT REQUIREDBusinessNameLine1
FieldValueIRS element (for citing)
Relationship With OrgNOT REQUIREDRelationshipWithOrgTxt
Cash Grant$13,186CashGrantAmt
Type Of AssistanceSTUDENT AIDTypeOfAssistanceTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
TISHMAN SPEYER CROWN EQUITIES LLC
SEE PART V$624,496SEE PART V0
BLOOMBERG LP
SEE PART V$725,130SEE PART V0
TRIAN PARTNERS
SEE PART V$2,145,729SEE PART V0
THE CARLYLE GROUP
SEE PART V$348,383SEE PART V0
LAKE CAPITAL
SEE PART V$220,192SEE PART V0
ARAMARK CORPORATION
SEE PART V$16,787,306SEE PART V0
HYATT HOTELS CORPORATION
SEE PART V$1,683,087SEE PART V0
CDW LLC
SEE PART V$544,960SEE PART V0
SHADI BARTSCH-ZIMMER
SEE PART V$256,520SEE PART V0
SUMATI MURLI
SEE PART V$133,663SEE PART V0
DANIEL ROSENBAUM
SEE PART V$49,196SEE PART V0
FRANCES J SCHMID
SEE PART V$39,061SEE PART V0
TAMARA VOKES
SEE PART V$245,495SEE PART V0
TAMAR POLONSKY
SEE PART V$214,758SEE 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 $163,381 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2014. 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 $461,115 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2014 . DANIEL L. DOCTOROFF, A TRUSTEE OF THE UNIVERSITY, IS CHIEF EXECUTIVE OFFICER OF BLOOMBERG LP, FROM WHICH THE UNIVERSITY PURCHASED VARIOUS INVESTMENT DATA PRODUCTS ON STANDARD, ARMS' LENGTH TERMS. THE UNIVERSITY PAID BLOOMBERG LP AND ITS AFFILIATES APPROXIMATELY $725,130 FOR THESE PRODUCTS DURING THE TAX YEAR ENDED JUNE 30, 2014.JOHN A EDWARDSON, A TRUSTEE OF THE UNIVERSITY, DURING A PORTION OF THE TAX YEAR WAS CHAIRMAN OF CDW LLC, FROM WHICH THE UNIVERSITY FROM TIME TO TIME PURCHASES CERTAIN COMPUTER HARDWARE AND SOFTWARE PRODUCTS, AND RELATED SERVICES. DURING THE TAX YEAR ENDED JUNE 30, 2014, THE UNIVERSITY PAID CDW LLC APPROXIMATELY $544,960 IN CONNECTION WITH SUCH PURCHASES.PETER MAY, A 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 $2,145,729 IN MANAGEMENT AND INCENTIVE FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2014. JOSEPH NEUBAUER, A TRUSTEE OF THE UNIVERSITY, SERVED DURING A PORTION OF THE TAX YEAR ENDED JUNE 30, 2014, AS CHAIRMAN AND DIRECTOR OF ARAMARK HOLDINGS CORPORATION, WHICH OWNS A MAJORITY OF ARAMARK CORPORATION, A DIVERSIFIED MANAGEMENT COMPANY. THE UNIVERSITY HAS RETAINED ARAMARK CORPORATION TO PROVIDE FOOD SERVICE IN VARIOUS UNIVERSITY RESIDENCE HALLS AND FACILITIES, AND TO PROVIDE CERTAIN UNIFORM AND VENDING SERVICES TO THE UNIVERSITY. DURING THE TAX YEAR ENDED JUNE 30, 2014, THE UNIVERSITY PAID ARAMARK CORPORATION APPROXIMATELY $16,787,306 FOR THESE SERVICES, AND ARAMARK CORPORATION PAID THE UNIVERSITY APPROXIMATELY $726,770 IN CONNECTION WITH THESE SERVICES. THE CONTRACTS FOR THESE SERVICES WERE NEGOTIATED AT ARMS' LENGTH AND WERE CONCLUDED ON MARKET TERMS.THOMAS J. PRITZKER , A TRUSTEE OF THE UNIVERSITY, IS EXECUTIVE CHAIRMAN OF THE HYATT HOTELS CORPORATION, AND RACHEL D. KOHLER, A TRUSTEE OF THE UNIVERSITY, IS MARRIED TO THE CEO OF HYATT HOTELS CORPORATION. DURING THE TAX YEAR ENDED JUNE 30, 2014, THE UNIVERSITY SPENT APPROXIMATELY $1,683,087 ON FOOD, LODGING AND EVENTS AT VARIOUS HYATT HOTELS. THESE TRANSACTIONS WERE ALL DONE IN THE ORDINARY COURSE OF BUSINESS.DAVID M. RUBINSTEIN, 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 $348,383 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2014.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 $220,192 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2014.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 $256,520 FOR THE CALENDAR YEAR 2013 IN CONNECTION WITH HER EMPLOYMENT.SUMATI MURLI, THE WIFE OF SUNIL KUMAR, DEAN OF THE BOOTH SCHOOL OF BUSINESS, IS EMPLOYED BY THE UNIVERSITY AS A DIRECTOR FOR CLINICAL RESEARCH OPERATIONS. MS. MURLI WAS PAID $133,663 FOR THE CALENDAR YEAR 2013 IN CONNECTION WITH HER EMPLOYMENT. DANIEL ROSENBAUM, THE SON OF THOMAS ROSENBAUM, THE FORMER PROVOST OF THE UNIVERSITY, IS EMPLOYED AT THE UNIVERSITY. MR. ROSENBAUM WAS PAID $49,196 FOR THE CALENDAR YEAR 2013 IN CONNECTION WITH HIS EMPLOYMENT.FRANCES J. SCHMID, THE DAUGHTER OF MARK SCHMID, VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, IS EMPLOYED BY THE UNIVERSITY AS AN ASSISTANT IN THE OFFICE OF DEVELOPMENT. MS. SCHMID WAS PAID $39,061 FOR THE CALENDAR YEAR 2013 IN CONNECTION WITH HER EMPLOYMENT.TAMARA VOKES, THE WIFE OF EVERETT VOKES, THE FORMER DEAN AND VICE PRESIDENT OF MEDICAL AFFAIRS, IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR IN CLINICAL MEDICINE. DR. VOKES WAS PAID $245,495 FOR THE CALENDAR YEAR 2013 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 $214,758 FOR THE CALENDAR YEAR 2013 IN CONNECTION WITH HER EMPLOYMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$632,976NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINION OF EXPERTSMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution370ContributionCnt
Noncash Contributions Rpt F990$96,078,527NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received31Form8283ReceivedCnt
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 ALPER AND KEN JACOBS, BOTH TRUSTEES OF THE UNIVERSITY HAVE A BUSINESS RELATIONSHIP. RODNEY L. GOLDSTEIN AND JAMES S. CROWN, BOTH TRUSTEES OF THE UNIVERSITY HAVE A BUSINESS RELATIONSHIP. ROBERT W. LANE AND JOSEPH NEUBAUER, BOTH TRUSTEES OF THE UNIVERSITY HAVE A BUSINESS RELATIONSHIP. THOMAS J. PRITZKER AND BRYON TROTT, BOTH TRUSTEES OF THE UNIVERSITY HAVE A BUSINESS RELATIONSHIP. JOHN W. RODGERS AND PAULA WOLFF, BOTH TRUSTEES OF THE UNIVERSITY HAVE A BUSINESS RELATIONSHIP. ANDREW M. ROSENFIELD AND PETER W. MAY, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. ALVARO J. SAIEH AND MARSHALL I. WAIS, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. KING W. HARRIS AND RODNEY L. GOLDSTEIN, BOTH 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 AND RODNEY L. GOLDSTEIN, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND JOHN RODGERS, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND BYRON TROTT, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND PAUL YOVOVICH, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. E. DAVID COOLIDGE III AND THOMAS A. COLE, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING THE FORM 990, MEMBERS OF THE EXECUTIVE COMMITTEE AND AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WERE GIVEN AN OPPORTUNITY TO REVIEW PORTIONS OF THE FORM 990 RELEVANT TO THE AREAS OF OVERSIGHT OF THOSE COMMITTEES. THESE PORTIONS OF THE FORM 990 WERE DISTRIBUTED TO COMMITTEE MEMBERS FOR CONVENED MEETINGS IN FEBRUARY - MARCH 2015, 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 2015, 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, 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 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 SENIOR UNIVERSITY ADMINISTRATORS, COMPILES THE DISCLOSURES INTO A CONFIDENTIAL DATABASE AND PREPARES FOR EACH TRUSTEE AND OFFICER A WRITTEN ACKNOWLEDGEMENT OF THE DISCLOSURE THAT IDENTIFIES ANY PENDING UNIVERSITY TRANSACTIONS THAT MAY BE AFFECTED BY THE DISCLOSURE. 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 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, GENERAL COUNSEL, AND OTHERS AS NECESSARY; COMPENSATED OUTSIDE SERVICE IS ALSO SUBJECT TO REVIEW BY THE COMPENSATION 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 DEPUTY PROVOST FOR RESEARCH 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 DEPUTY PROVOST SEEKS ASSESSMENTS OF THE RISKS AND RECOMMENDATIONS FOR RESPONSIBLE MANAGEMENT FROM DEPARTMENT CHAIRS AND DEANS AND OTHERS SUCH AS THE DIRECTOR OF UNIVERSITY RESEARCH ADMINISTRATION AND THE OFFICE OF LEGAL COUNSEL. (4) THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES ALL NON-ACADEMIC EMPLOYEES TO AVOID INVOLVEMENT IN ACTIVITIES WHICH MIGHT CONFLICT, OR MIGHT APPEAR TO CONFLICT, WITH THEIR INSTITUTIONAL RESPONSIBILITIES, INCLUDING, BUT NOT LIMITED TO BUSINESS OR FINANCIAL INTERESTS, TRANSACTIONS INVOLVING THE USE OF CONFIDENTIAL INFORMATION OR KNOWLEDGE GAINED AS A RESULT OF THE EMPLOYEE'S RELATIONSHIP WITH THE UNIVERSITY, THE USE OF UNIVERSITY RESOURCES FOR PERSONAL BENEFIT OR THE BENEFIT OF OTHERS, THE ACCEPTANCE OF GIFTS OF MORE THAN NOMINAL VALUE, AND NEPOTISM. CONFLICT OF INTEREST POLICY REQUIRES STAFF TO PROVIDE FULL DISCLOSURE OF ANY INTEREST THAT MIGHT INFLUENCE, OR APPEAR TO HAVE THE CAPACITY TO INFLUENCE, THE STAFF MEMBER'S OFFICIAL DECISIONS OR ACTIONS ON UNIVERSITY MATTERS. THE DISCLOSURES ARE TO BE IN WRITING, TENDERED TO THE EMPLOYEE'S IMMEDIATE SUPERVISOR, DEPARTMENT HEAD, OR THE APPROPRIATE VICE PRESIDENT OF THE UNIVERSITY. (5) THE UNIVERSITY'S POLICY ON BUSINESS CONDUCT AT THE UNIVERSITY OF CHICAGO REQUIRES ALL UNIVERSITY EMPLOYEES TO, AMONG OTHER THINGS, AVOID REAL OR PERCEIVED CONFLICTS OF INTEREST; USE UNIVERSITY RESOURCES ONLY FOR LEGITIMATE UNIVERSITY BUSINESS; AND REPORT POSSIBLE VIOLATIONS OF THE POLICY, OTHER UNIVERSITY POLICIES, OR APPLICABLE LAW. MEMBERS OF THE UNIVERSITY COMMUNITY ARE ENCOURAGED TO REPORT COMPLIANCE CONCERNS THROUGH NORMAL LINES OF COMMUNICATION INCLUDING DISCUSSIONS WITH SUPERVISORS OR ADVISORS AND, IF NECESSARY, THROUGH THE TOLL-FREE HOTLINE.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS 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 COMPENSATION COMMITTEE REVIEWS THESE RECOMMENDATIONS, INCLUDING A REVIEW OF COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS. THE COMPENSATION COMMITTEE THEN MAKES A RECOMMENDATION REGARDING COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH ALSO REVIEWS THE COMPARABILITY DATA AND MAKES ALL FINAL COMPENSATION DECISIONS. THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE AND THE 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:ADJUSTMENT OF INVESTMENT IN RELATED ORG -95,740,000. INCLUSION OF DISREGARDED ENTITIES FUND BALANCE 1,765,089. RELATED ORGANIZATION ADJUSTMENT 714,503.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCdEnd Of Year AssetsEndOfYearAssetsAmt
UCHICAGO ARGONNE LLC
5801 S ELLIS AVENUECHICAGOIL60637680628477MANAGE LABIL$734,376,543UNIV OF CHICAGO
UNIV OF CHICAGO FOUNDATION LTD
980525557FUNDRAISING$1,491,545UNIV OF CHICAGO5TH FL ALDER CASTLE 10 NOBLELONDONUKUK$16,347
THEORY AND COMPUTING SCIENCES
5801 S ELLIS AVENUECHICAGOIL60637516596577RESEARCH BUILDINGIL$7,282,529UNIV OF CHICAGO$73,097,807
UCHICAGO TRADING
5801 S ELLIS AVENUECHICAGOIL60637300517735INVESTINGIL-$28,429,046UNIV OF CHICAGO$3,834,182
MAROON INVESTMENTS LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYILUNIV OF CHICAGO
UCHICAGO IMPACT LLC
1307 E 60TH STREETCHICAGOIL60637611682394EDUCATIONIL$8,850,076UNIV OF CHICAGO$5,672,172
HARPER COURT HOLDINGS LLC
5801 S ELLIS AVENUECHICAGOIL60637PROPERTY HOLDINGIL$3,251,152UNIV OF CHICAGO$95,033,838

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501 (C) (3)LINE 3UNIV OF CHICAGO0
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGO0
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGO0
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501 (C) (3)LINE 2UNIV OF CHICAGO0
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
UNIVERSITY OF CHICAGO CANCER RESEARCH FUND
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501 (C) (3)LINE 70N/A
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501 (C) (7)UNIV OF CHICAGO0
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501 (C) (3)LINE 70N/A
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUNIV OF CHICAGO06 RUE THOMAS MANN 75013PARISFRFR
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGO0WOOLGATE EXCHANGE 25 BASINGHALLONDONUKUK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGO0101PENANG RD 238466SINGAPORESNSN
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISINGUNIV OF CHICAGO0GB10-12 CLAIRMONT APTS RST HSEBANGALOREININ
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISINGUNIV OF CHICAGO0RM100 FAR EAST CTR C/O WM FAN COHONG KONGHKHK
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501 (C) (3)LINE 11A, IUNIV OF CHICAGO0
UCHICAGO RESEARCH BANGLADESH LTD
RESEARCHUCHGO RSCH INTL0HSE 388 ROAD 24 NEW DOHDHAKABGBG
UCHICAGO RESEARCH BANGLADESH LLC
5801 S ELLIS AVENUECHICAGOIL60637RESEARCHILUCHGO RSCH INTL0
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUNIV OF CHICAGO0
PHOENIX OVERLAY FUND LTD
401 N MICHIGAN AVE C/O INVST OFFICECHICAGOIL60611INVESTINGUNIV OF CHICAGO0CJ
SOUTHEAST CHICAGO COMMISSION
1511 EAST 53RD STREETCHICAGOIL60615362226282COMMUNITY SERVICESIL501 (C) (3)LINE 7UNIV OF CHICAGO0
UCMC COMMUNITY PHYSICIANS LLC
5841 S MARYLAND AVENUECHICAGOIL60637383865637PHYSICIAN SERVICESILUNIV OF CHGO MEDICAL CTR0
UCMCSCH ONCOLOGY JV LLC
1850 SILVER CROSS BLVDNEW LENOXIL60451352436795HEALTHCARE SERVICESILUNIV OF CHGO MEDICAL CTR0
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501 (C) (3)LINE 11A, I0
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501 (C) (3)LINE 70
HYMEN MILGROM SUPPORTING ORGANIZATION
33 NLASALLE ST SUITE 2131CHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA0
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543042104690RESEARCH AND EDUCATIONMA501 (C) (3)LINE 7UNIV OF CHICAGO0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCd
UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA
UNIT 1-10 CULTURE PL OF REMMIN UNIBEIJINGCHCONSULTINGCH$2,320,173$2,910,2121.000000
CHARITABLE REMAINDER TRUSTS (89)
CHARITABLE RMDR TR0.9400005801 S ELLIS AVENUECHICAGOIL60637IL
CHARITABLE LEAD TRUST (1)
CHARITABLE LEAD TR1.0000005801 S ELLIS AVENUECHICAGOIL60637IL
POOLED INCOME FUND (1)
POOLED INCOME FUND1.0000005801 S ELLIS AVENUECHICAGOIL60637IL
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
UNIT 5-10 GRD FL DLF CAPITAL POINTNEW DEHLIINCONSULTINGIN$3,099,4710.510000
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 OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 Org0RentalOfFacilitiesToOthOrgInd
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 (45 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNIVERSITY OF CHICAGO MEDICAL CENTER
A$4,689CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
B$3,643,704CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
C$71,750,000CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
N$353,086CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
O$120,052,359CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
P$553,788,097CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q$529,730,091CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
R$691,812,246CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
R$773,853,240CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
D$990,145CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
O$56,963CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
S$139,495CASH VALUE
LAKE PARK ASSOCIATES
A$4,475CASH VALUE
LAKE PARK ASSOCIATES
B$14,650,484CASH VALUE
LAKE PARK ASSOCIATES
Q$1,586,382CASH VALUE
LAKE PARK ASSOCIATES
S$171,185CASH VALUE
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
B$3,945,466CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C$2,167,886CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
O$367,729CASH VALUE
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
B$18,749,235CASH VALUE
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
B$14,000,000CASH VALUE
NATIONAL OPINION RESEARCH CENTER
A$861,899CASH VALUE
THE QUADRANGLE CLUB
B$100,000CASH VALUE
THE QUADRANGLE CLUB
Q$169,979CASH VALUE
THE QUADRANGLE CLUB
R$473,268CASH VALUE
FERMI RESEARCH ALLIANCE LLC
S$924,928CASH VALUE
UNIVERSITY OF CHICAGO CENTER IN PARIS
R$2,065,957CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
A$401,374CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
N$1,254,664CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
O$3,005,481CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
Q$1,083,407CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
N$1,500,400CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
O$2,600,153CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
Q$820,263CASH VALUE
UCHICAGO RESEARCH INTERNATIONAL LIMITED
R$4,547,532CASH VALUE
UCHICAGO RESEARCH BANGLADESH
R$900,000CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
B$2,490,836CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
R$6,148,959CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
S$189,510CASH VALUE
SOUTHEAST CHICAGO COMMISSION
O$174,290CASH VALUE
SOUTHEAST CHICAGO COMMISSION
R$508,165CASH VALUE
PHOENIX OVERLAY FUND
S$2,177,000CASH VALUE
HYMEN MILGROM SUPPORTING ORGANIZATION
C$1,200,374CASH VALUE
CHAPIN HALL CENTER FOR CHILDREN
R$350,000CASH VALUE
THE MARINE BIOLOGICAL LABORATORY
R$7,833,333CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I IDENTIFICATION OF DISREGARDED ENTITIESFormAndLineReferenceDesc
ExplanationUCHICAGO ARGONNE LLC MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $3,736,500 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE OVER $734 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES AT ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII AND IX OF THE FORM 990. THEORY & COMPUTING SCIENCES BUILDING TRUST. THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS.ExplanationTxt