UNIVERSITY OF CHICAGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CHICAGO (EIN 36-2177139)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201401329349300645
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T09:51:56-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362177139 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CHICAGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7737021941 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 S ELLIS AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60637 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R KROLL | Name |
| Title | ASSOC VP FINANCE | Title |
| Phone | 7737021941 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT J ZIMMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 S ELLIS AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60637 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4527982241 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCHICAGO.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 53 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24196 | TotalNbrEmployees |
| Total Nbr Volunteers | 12354 | TotalNbrVolunteers |
| Total Gross UBI | -2126167 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 717944430 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1464776423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1095101204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1200157025 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 335854342 | InvestmentIncomePriorYear |
| Investment Income Current Year | 368665198 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 58812749 | OtherRevenuePriorYear |
| Other Revenue Current Year | 58299865 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2207712725 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3091898511 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 346290502 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 347581254 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1212115872 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1663310552 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 451699 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 64527728 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 743076639 | OtherExpensePriorYear |
| Other Expenses Current Year | 898493783 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2301483013 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2909837288 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -93770288 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 182061223 | RevenuesLessExpensesCY |
| Total Assets BOY | 9619035065 | TotalAssetsBOY |
| Total Assets EOY | 9703508112 | TotalAssetsEOY |
| Total Liabilities BOY | 3814462065 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3520333112 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5804573000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6183175000 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 863162354 | Expense |
| Revenue | 671779125 | Revenue |
| Description | INSTRUCTION: IN 2012-2013, THE UNIVERSITY ENROLLED 15,539 STUDENTS, OF THAT TOTAL, 5,607 WERE UNDERGRADUATE STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE SCHOOL), 3,787 WERE GRADUATE STUDENTS, 5,392 WERE STUDENTS IN THE UNIVERSITY'S PROFESSIONAL SCHOOLS AND 753 WERE NON-DEGREE STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 800959771 | Expense |
| Grants | 37526022 | Grants |
| Revenue | 387251984 | Revenue |
| Description | 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 2012-2013 THE UNIVERSITY WAS AWARDED A TOTAL OF $449.8 MILLION IN RESEARCH FUNDING FROM FEDERAL AGENCIES, NON-FEDERAL GOVERNMENT ENTITIES, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES. THIS FISCAL YEAR $330.7 MILLION WAS EXPENDED FROM FEDERAL GOVERNMENT SPONSORS OF RESEARCH, WITH THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE NATL SCIENCE FDN PROVIDING THE LARGEST AMOUNTS OF FUNDING. FOUNDATION RESEARCH SPONSORSHIP AWARDS TOTALED $54.6 MILLION, FOLLOWED BY CORPORATE RESEARCH SPONSORSHIP OF $48.3 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 $769.7 MILLION ANNUAL BUDGET AND APPROXIMATELY 3900 EMPLOYEES. ARGONNE PROGRAM SERVICE RESEARCH EXPENDITURES WERE $538.7 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 $420 MILLION ANNUAL BUDGET AND OVER 1700 EMPLOYEES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 310055232 | Expense |
| Grants | 310055232 | Grants |
| Description | SCHOLARSHIPS & FELLOWSHIPS:THE UNIVERSITY IS A NEED BLIND INSTITUTION WITH AN EXTENSIVE FINANCIAL AID PROGRAM WHICH IS DESIGNED TO ENABLE THE MOST QUALIFIED STUDENTS TO ATTEND THE UNIVERSITY REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. FOR THE 2012-2013 ACADEMIC YEAR, APPROXIMATELY 58 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 $310.0 MILLION. OF THIS AMOUNT, APPROXIMATELY $232.6 MILLION WAS PROVIDED FROM UNRESTRICTED FUNDS; THE REMAINING $77.4 MILLION CAME FROM RESTRICTED SOURCES. MORE THAN 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 461099768 | Expense |
| Revenue | 182346343 | Revenue |
| Description | THE OTHER PROGRAM SERVICES THAT SUPPORT THE MISSION OF INSTRUCTION AND RESEARCH ARE:AUXILIARY ENTERPRISESLIBRARYOTHER STUDENT SERVICESINFORMATION SERVICESOPERATION AND MAINTENANCE OF PLANT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 461099768 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 182346343 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2435277125 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 24075 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24196 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Name Of Foreign Country | BG | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | EG | NameOfForeignCountry |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | RS | NameOfForeignCountry |
| Name Of Foreign Country | SN | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 53 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R KROLL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7737021941 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S DREXEL AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60637 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (77 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW M ALPER | |||||||||
| CHAIR OF THE BOARD | 18.00 | X | 0 | 0 | 0 | ||||
| SEKHAR BAHADUR | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID G BOOTH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID B BROOKS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| THOMAS A COLE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| E DAVID COOLIDGE III | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES S CROWN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KATHARINE P DARROW | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DANIEL L DOCTOROFF | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BRADY W DOUGAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| CRAIG J DUCHOSSOIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN A EDWARDSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES S FRANK | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JACK W FULLER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| TIMOTHY M GEORGE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RODNEY L GOLDSTEIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARY LOUISE GORNO | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KATHRYN C GOULD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| SANFORD J GROSSMAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KING W HARRIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KENNETH M JACOBS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KAREN L KATEN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DENNIS J KELLER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STEVEN A KERSTEN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES M KILTS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL J KLINGENSMITH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL L KLOWDEN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RACHEL D KOHLER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT W LANE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| CHARLES ASHBY LEWIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN LIEW | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| PETER W MAY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH NEUBAUER | |||||||||
| VICE CHAIR OF THE BOARD | 18.00 | X | 0 | 0 | 0 | ||||
| EMILY NICKLIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| HARVEY B PLOTNICK | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL P POLSKY | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MYRTLE S POTTER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| THOMAS J PRITZKER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| THOMAS A REYNOLDS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN W ROGERS JR | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ANDREW M ROSENFIELD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DAVID M RUBENSTEIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ALVARO J SAIEH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| NASSEF O SAWIRIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| STEVE G STEVANOVICH | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ELIZABETH M THOMPSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARY A TOLAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| BRYON D TROTT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARSHALL I WAIS | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GREGORY W WENDT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DONALD R WILSON JR | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| PAULA WOLFF | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| PAUL G YOVOVICH | |||||||||
| VICE CHAIR OF THE BOARD | 18.00 | X | 0 | 0 | 0 | ||||
| FRANCIS TF YUEN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT J ZIMMER | |||||||||
| PRESIDENT | 40.00 | X | 1192225 | 0 | 702431 | 15.00 | X | ||
| THOMAS F ROSENBAUM | |||||||||
| PROVOST | 40.00 | 649144 | 0 | 89693 | 10.00 | X | |||
| NIMALAN CHINNIAH | |||||||||
| EXEC. VP FOR ADMIN & CFO | 40.00 | 623351 | 0 | 48349 | 11.00 | X | |||
| KAREN WARREN COLEMAN | |||||||||
| VP CAMPUS AND STUD. LIFE | 40.00 | 218749 | 0 | 36867 | X | ||||
| DEREK RB DOUGLAS | |||||||||
| VP CIVIC ENGAGEMENT | 40.00 | 436139 | 0 | 53960 | 3.00 | X | |||
| DAVID B FITHIAN | |||||||||
| VP & SEC. OF UNIVERSITY | 40.00 | 342305 | 0 | 27241 | 4.00 | X | |||
| DAVID A GREENE | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 683963 | 0 | 201551 | 1.00 | X | |||
| BETH A HARRIS | |||||||||
| VP & GENERAL COUNSEL | 40.00 | 424573 | 0 | 92398 | 12.00 | X | |||
| DONALD H LEVY | |||||||||
| VP FOR RESEARCH | 40.00 | 381042 | 0 | 32692 | 9.00 | X | |||
| KENNETH MANOTTI | |||||||||
| VP ALUMNI RELATIONS & DEVL. | 40.00 | 414830 | 0 | 30907 | X | ||||
| JAMES G NONDORF | |||||||||
| VP ENROLL. & STUDENT ADV. | 40.00 | 442043 | 0 | 27476 | X | ||||
| JULIE PETERSON | |||||||||
| VP COMMUNICATIONS | 40.00 | 396969 | 0 | 80322 | X | ||||
| KENNETH S POLONSKY | |||||||||
| EXEC. VP MEDICAL AFFAIRS | 40.00 | 1850726 | 0 | 410291 | 21.00 | X | |||
| MARK A SCHMID | |||||||||
| VP AND CHIEF INVEST. OFFICER | 40.00 | 1989833 | 0 | 596909 | X | ||||
| THOMAS FARRELL | |||||||||
| VP ALUMNI RELATIONS & DEVL. | 40.00 | 668555 | 0 | 20867 | X | ||||
| KIM GOFF CREWS | |||||||||
| DEAN OF STUDENTS | 40.00 | 138407 | 0 | 16332 | X | ||||
| MICHAEL EDLESON | |||||||||
| INVESTMENT CHIEF RISK OFFICER | 40.00 | 1594104 | 0 | 377871 | X | ||||
| PHUONG-QUE NGUYEN | |||||||||
| MTG. DIRECTOR - STRATEGY | 40.00 | 1129960 | 0 | 329557 | X | ||||
| VALLUVAN JEEVANANDAM | |||||||||
| CHIEF CARDIAC & THORACIC SURG. | 40.00 | 1095720 | 0 | 44207 | X | ||||
| SANJAY DHAR | |||||||||
| PROF. OF MARKETING | 40.00 | 1054703 | 0 | 49417 | X | ||||
| CHRISTOPHER LONGEE | |||||||||
| MGT. DIRECTOR - REAL ESTATE | 40.00 | 1005422 | 0 | 369112 | X | ||||
| EVERETT VOKES | |||||||||
| CHAIRMAN OF MEDICINE | 40.00 | 821310 | 0 | 60768 | X | ||||
| SUNIL P KUMAR | |||||||||
| DEAN OF BOOTH SCH. OF BUS. | 40.00 | 571875 | 0 | 40400 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 18125948 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3739618 | TotalOtherCompensation |
| Number Individuals GT100 K | 3367 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION CO | |||||
| 55 E MONROE ST | CHICAGO | IL | 60603 | CONSTRUCTION & RELATED SERVICES | 38941237 |
| BOVIS LEND LEASE CO | |||||
| 1 N WACKER DR | CHICAGO | IL | 60606 | CONSTRUCTION & RELATED SERVICES | 29196110 |
| W E O'NEIL CONSTRUCTION | |||||
| 1245 W WASHINGTON BLVD | CHICAGO | IL | 60607 | CONSTRUCTION & RELATED SERVICES | 19430594 |
| ARAMARK SERVICES | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE MANAGEMENT | 14050162 |
| BULLEY & ANDREWS LLC | |||||
| 1755 W ARMITAGE AVE | CHICAGO | IL | 60622 | CONSTRUCTION & RELATED SERVICES | 13310495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 686 | NumberOfContractorsGT100K |
| Fundraising Events | 1013200 | FundraisingEvents |
| Related Organizations | 71750000 | RelatedOrganizations |
| Government Grants | 1033180428 | GovernmentGrants |
| All Other Contributions | 358832795 | AllOtherContributions |
| Noncash Contributions | 74919234 | NoncashContributions |
| Total Contributions | 1464776423 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611310 | 671779125 | 671779125 |
| SALES & SERVICES EDUC ACTIVITIES | 900099 | 330244114 | 330244114 |
| SALES & SERVICES AUX ENTERPRISE | 611710 | 141125916 | 141125916 |
| ARGONNE - OTHER | 541900 | 52298407 | 52298407 |
| FEES FROM GOVT AGENCIES | 900099 | 4709463 | 4709463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1200157025 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118502365 | TotalRevenueColumn |
| Unrelated Business Revenue | -8509502 | UnrelatedBusinessRevenue |
| Exclusion | $127,011,867 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8898 | TotalRevenueColumn |
| Exclusion | $8,898 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10692278 | TotalRevenueColumn |
| Exclusion | $10,692,278 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1660163477 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1397254321 | Securities |
| Other | 12755221 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 262909156 | Securities |
| Other | -12755221 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250153935 | TotalRevenueColumn |
| Exclusion | $250,153,935 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 478950 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1013200 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 475125 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3825 | TotalRevenueColumn |
| Exclusion | $3,825 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 63898694 | GrossSalesOfInventory |
| Cost Of Goods Sold | 25599063 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38299631 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38299631 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CONFERENCES & CATERING | 561000 | 6247402 | 6247402 | |
| ANNUITY ADJUSTMENT | 900099 | 590202 | 590202 | |
| ADVERTISING | 519100 | 135933 | 135933 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2330594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2330594 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9304131 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3091898511 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1241377452 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2126167 | UnrelatedBusinessRevenue |
| Exclusion | $387,870,803 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34756212 | Total |
| Program Services | 34756212 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306427650 | Total |
| Program Services | 306427650 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6397392 | Total |
| Program Services | 6397392 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10789511 | Total |
| Management And General | 10346800 | ManagementAndGeneral |
| Fundraising | 442711 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1273367175 | Total |
| Program Services | 1059048257 | ProgramServices |
| Management And General | 183128076 | ManagementAndGeneral |
| Fundraising | 31190842 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73786596 | Total |
| Program Services | 57749077 | ProgramServices |
| Management And General | 13455285 | ManagementAndGeneral |
| Fundraising | 2582234 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225061469 | Total |
| Program Services | 176919340 | ProgramServices |
| Management And General | 39178476 | ManagementAndGeneral |
| Fundraising | 8963653 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80305801 | Total |
| Program Services | 63160032 | ProgramServices |
| Management And General | 14142775 | ManagementAndGeneral |
| Fundraising | 3002994 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25811299 | Total |
| Program Services | 20669231 | ProgramServices |
| Management And General | 4541645 | ManagementAndGeneral |
| Fundraising | 600423 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6303503 | Total |
| Program Services | 23734 | ProgramServices |
| Management And General | 6279769 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 851801 | Total |
| Management And General | 851801 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296015 | Total |
| Management And General | 296015 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451699 | Total |
| Fundraising | 451699 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4403983 | Total |
| Program Services | 4403983 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99436986 | Total |
| Program Services | 82881160 | ProgramServices |
| Management And General | 16555826 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6574942 | Total |
| Program Services | 6396548 | ProgramServices |
| Management And General | 178394 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200500003 | Total |
| Program Services | 148113557 | ProgramServices |
| Management And General | 46371527 | ManagementAndGeneral |
| Fundraising | 6014919 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32182501 | Total |
| Program Services | 20923836 | ProgramServices |
| Management And General | 10649409 | ManagementAndGeneral |
| Fundraising | 609256 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5790782 | Total |
| Program Services | 5768782 | ProgramServices |
| Management And General | 22000 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85478073 | Total |
| Program Services | 77376586 | ProgramServices |
| Management And General | 7038800 | ManagementAndGeneral |
| Fundraising | 1062687 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48617525 | Total |
| Program Services | 39116813 | ProgramServices |
| Management And General | 7930431 | ManagementAndGeneral |
| Fundraising | 1570281 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37374860 | Total |
| Program Services | 29419873 | ProgramServices |
| Management And General | 6455479 | ManagementAndGeneral |
| Fundraising | 1499508 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88436980 | Total |
| Program Services | 88436980 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152674269 | Total |
| Program Services | 152674269 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24056462 | Total |
| Program Services | 21131467 | ProgramServices |
| Management And General | 2883708 | ManagementAndGeneral |
| Fundraising | 41287 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | 62294779 | 57248101 | 3906796 | 1139882 |
| SUPPORT SERVICES | 26526125 | 21312996 | 4035651 | 1177478 |
| SWAP VALUATION | -23207143 | -23207143 | ||
| PENSION & BENEFIT ADJ | -87961708 | -87961708 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102051746 | Total |
| Program Services | 66090100 | ProgramServices |
| Management And General | 31783772 | ManagementAndGeneral |
| Fundraising | 4177874 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2909837288 | Total |
| Program Services | 2435277125 | ProgramServices |
| Management And General | 410032435 | ManagementAndGeneral |
| Fundraising | 64527728 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71930057 | BOY |
| EOY | -20839492 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278924667 | BOY |
| EOY | 66009075 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393076041 | BOY |
| EOY | 449038440 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91900381 | BOY |
| EOY | 104130733 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897445 | BOY |
| EOY | 705367 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43059635 | BOY |
| EOY | 46448238 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6014629 | BOY |
| EOY | 6349042 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28229286 | BOY |
| EOY | 32968446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4026998874 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1483234057 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2452134956 | BOY |
| EOY | 2543764817 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2104557275 | BOY |
| EOY | 1538104374 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4132964271 | BOY |
| EOY | 4922122091 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15346422 | BOY |
| EOY | 14706981 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9619035065 | BOY |
| EOY | 9703508112 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873488278 | BOY |
| EOY | 593611490 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89520977 | BOY |
| EOY | 89391147 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1780921204 | BOY |
| EOY | 1864295796 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658600066 | BOY |
| EOY | 868129739 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411931540 | BOY |
| EOY | 104904940 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3814462065 | BOY |
| EOY | 3520333112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1296967000 | BOY |
| EOY | 1478986000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3055179000 | BOY |
| EOY | 3158451000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1452427000 | BOY |
| EOY | 1545738000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5804573000 | BOY |
| EOY | 6183175000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9619035065 | BOY |
| EOY | 9703508112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 182061223 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 37687789 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 158852988 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $296,015 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 296015 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5701419000 | BeginningOfYearBalance |
| Contributions | 117250000 | Contributions |
| Investment Earnings Or Losses | 399315000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 41748000 | GrantsOrScholarships |
| Other Expenditures | 272226000 | OtherExpenditures |
| Administrative Expenses | 17042000 | AdministrativeExpenses |
| End Of Year Balance | 5886968000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5691013000 | BeginningOfYearBalance |
| Contributions | 82079000 | Contributions |
| Investment Earnings Or Losses | 265909000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43210000 | GrantsOrScholarships |
| Other Expenditures | 277366000 | OtherExpenditures |
| Administrative Expenses | 17006000 | AdministrativeExpenses |
| End Of Year Balance | 5701419000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4904717000 | BeginningOfYearBalance |
| Contributions | 128430000 | Contributions |
| Investment Earnings Or Losses | 1009407000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 42632000 | GrantsOrScholarships |
| Other Expenditures | 294918000 | OtherExpenditures |
| Administrative Expenses | 13991000 | AdministrativeExpenses |
| End Of Year Balance | 5691013000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4535634000 | BeginningOfYearBalance |
| Contributions | 126671000 | Contributions |
| Investment Earnings Or Losses | 695590000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39774000 | GrantsOrScholarships |
| Other Expenditures | 402328000 | OtherExpenditures |
| Administrative Expenses | 11076000 | AdministrativeExpenses |
| End Of Year Balance | 4904717000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5933761000 | BeginningOfYearBalance |
| Contributions | 110214000 | Contributions |
| Investment Earnings Or Losses | -1206841000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 33303000 | GrantsOrScholarships |
| Other Expenditures | 258775000 | OtherExpenditures |
| Administrative Expenses | 9422000 | AdministrativeExpenses |
| End Of Year Balance | 4535634000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.45000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94368393 | OtherCostOrOtherBasis |
| Book Value | 94368393 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3176359513 | OtherCostOrOtherBasis |
| Depreciation | 970550645 | Depreciation |
| Book Value | 2205808868 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 447977757 | OtherCostOrOtherBasis |
| Depreciation | 281099401 | Depreciation |
| Book Value | 166878356 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308293211 | OtherCostOrOtherBasis |
| Depreciation | 231584011 | Depreciation |
| Book Value | 76709200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2543764817 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VENTURE CAPITAL | 4642112986 | F |
| REAL ESTATE | 280009105 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4922122091 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $97,313,221 |
| OTHER | $7,591,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 104904940 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2460517292 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 37687789 | NetUnrealizedGainsInvestments |
| Other Revenues | 12755221 | OtherRevenues |
| Revenue Not Rptd F990 | 50443010 | RevenueNotRptdF990 |
| Revenue Subtotal | 2410074282 | RevenueSubtotal |
| Investment Expenses Not Included | 4403983 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 677420246 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 681824229 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3091898511 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2197591268 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -10737485 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -10737485 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2208328753 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 4403983 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 697104552 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 701508535 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2909837288 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND THE ORIENTAL INSTITUTE OF THE UNIVERSITY OF CHICAGO (ORIENTAL INSTITUTE MUSEUM). THE SMART MUSEUM PROMOTES THE UNDERSTANDING OF THE VISUAL ARTS AND THEIR IMPORTANCE TO CULTURAL AND INTELLECTUAL HISTORY THROUGH DIRECT EXPERIENCES WITH ORIGINAL WORKS OF ART AND THROUGH AN INTERDISCIPLINARY APPROACH TO ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS AND PROGRAMS. THE SCOPE OF ITS PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, FOCUS ON RESEARCH AND TEACHING BY THE UNIVERSITY OF CHICAGO SCHOLARS AND OUTREACH AND EDUCATIONAL PROGRAMS TO BOTH ADULTS AND SCHOOL AGE CHILDREN MAKE SMART MUSEUM ONE OF THE MIDWEST'S MOST DYNAMIC AND INNOVATIVE EDUCATIONAL INSTITUTIONS IN THE VISUAL ARTS. THE ORIENTAL INSTITUTE MUSEUM IS A WORLD RENOWNED SHOWCASE FOR THE HISTORY, ART AND ARCHAEOLOGY OF THE ANCIENT NEAR EAST. THE COLLECTIONS ARE USED EXTENSIVELY FOR RESEARCH, TEACHING AND EXHIBITIONS. ITS APPROACH TO INTEGRATE ARCHAEOLOGICAL, TEXTUAL AND ART HISTORICAL DATA TO UNDERSTAND THE DEVELOPMENT AND FUNCTIONS OF THE ANCIENT CIVILIZATIONS OF THE NEAR EAST MAKE IT AN EXCEPTIONAL RESOURCE FOR THE UNIVERSITY COMMUNITY AS WELL AS THE COMMUNITY AT LARGE. | |
| PART V, LINE 4: | THE UNIVERSITY'S USE OF ENDOWMENT FUNDS IS INSEPARABLE FROM THE OVERALL ACADEMIC MISSION AS ONE OF THE WORLDS 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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 2013 AND 2012. THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS, WHICH THE UNIVERSITY CONSIDERS TO BE MATERIAL. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF DISPOSED EQUIPMENT 12,755,221. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| ARGONNE 735,458,836. LESS COST OF GOODS SOLD -25,599,063. ROUNDING 31,975. EXCLUSION OF RELATED ORGS THAT FILE THEIR OWN 990 -32,471,502. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| EXCLUSION OF RELATED ORGS THAT FILE THEIR OWN 990 -10,737,485. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| ARGONNE 735,458,836. DISPOSAL OF EQUIPMENT -12,755,221. COST OF GOODS SOLD -25,599,063. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM ACROSS THE NATION AND AROUND THE WORLD, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY, AS EMBODIED IN THE UNIVERSITY'S POLICY ON UNLAWFUL DISCRIMINATION AND HARASSMENT, AND INCLUDES A STATEMENT OF ITS NONDISCRIMINATORY POLICY ON ITS BROCHURES, CATALOGUES AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (34 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 29 | PROGRAM SERVICES | INSTRUCTION | 18795917 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | PROGRAM SERVICES | INSTRUCTION | 36666 | ||
| EAST ASIA AND THE PACIFIC | 1 | 17 | PROGRAM SERVICES | INSTRUCTION | 13525363 |
| SOUTH ASIA | PROGRAM SERVICES | INSTRUCTION | 168109 | ||
| NORTH AMERICA | PROGRAM SERVICES | INSTRUCTION | 87490 | ||
| MIDDLE EAST AND NORTH AFRICA | 2 | PROGRAM SERVICES | INSTRUCTION | 138531 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | PROGRAM SERVICES | RESEARCH | 77548 | |
| EAST ASIA AND THE PACIFIC | 1 | 8 | PROGRAM SERVICES | RESEARCH | 2417083 |
| SOUTH ASIA | 3 | PROGRAM SERVICES | RESEARCH | 1479022 | |
| MIDDLE EAST AND NORTH AFRICA | 1 | 10 | PROGRAM SERVICES | RESEARCH | 880093 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | SUBAWARD | 916873 | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | SUBAWARD | 273836 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SUBAWARD | 270048 | ||
| SOUTH ASIA | PROGRAM SERVICES | SUBAWARD | 395027 | ||
| NORTH AMERICA | PROGRAM SERVICES | SUBAWARD | 415167 | ||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | SUBAWARD | 66834 | ||
| SOUTH AMERICA | PROGRAM SERVICES | SUBAWARD | 81540 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 2589529 | ||
| RUSSIA & THE NEWLY INDEPENDENT STATES | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 7000 | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 67391 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 382126 | ||
| SOUTH ASIA | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 365273 | ||
| NORTH AMERICA | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 225203 | ||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 283142 | ||
| SOUTH AMERICA | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 53404 | ||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | SCHOLARSHIP AND STIPENDS | 5000 | ||
| EAST ASIA AND THE PACIFIC | UNRELATED BUSINESS INCOME | 94787 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) | FUNDRAISING | 739164 | |||
| EAST ASIA AND THE PACIFIC | FUNDRAISING | 299498 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 2190382502 | |||
| EAST ASIA AND THE PACIFIC | INVESTMENTS | 27507858 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | 404822954 | |||
| NORTH AMERICA | INVESTMENTS | 62484396 | |||
| SUB-SAHARAN AFRICA | INVESTMENTS | 47356170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 4 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 58 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 1 | ContNumberOfOffices |
| Cont Number Of Employees | 13 | ContNumberOfEmployees |
| Total Number Of Offices | 5 | TotalNumberOfOffices |
| Total Number Of Employees | 71 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 35246707 | SubtotalAmountSpent |
| Cont Amount Spent | 2742443837 | ContAmountSpent |
| Total Amount Spent | 2777690544 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (40 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | SUBAWARD | 31824 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD | 238224 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 129785 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 80000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 16782 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 7158 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 3861 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 42308 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 45717 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 30466 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 1446 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 1015 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 41175 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 166793 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 119076 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 49727 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 49831 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 80579 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 2957 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 832 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 36967 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 9037 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | 1362 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD | 35680 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD | 31154 | WIRE |
| NORTH AMERICA | SUBAWARD | 8640 | WIRE |
| NORTH AMERICA | SUBAWARD | 303938 | WIRE |
| NORTH AMERICA | SUBAWARD | 81962 | WIRE |
| NORTH AMERICA | SUBAWARD | 20627 | WIRE |
| NORTH AMERICA | SUBAWARD | 46130 | WIRE |
| NORTH AMERICA | SUBAWARD | 35410 | WIRE |
| SOUTH ASIA | SUBAWARD | 35010 | WIRE |
| SOUTH ASIA | SUBAWARD | 222150 | WIRE |
| SOUTH ASIA | SUBAWARD | 137867 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 39975 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 41179 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 74069 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 30000 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 55813 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | 32800 | WIRE |
Grants To Ind Outside US GrantsToIndOutsideUS (16 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| STUDENT AID | EAST ASIA AND THE PACIFIC | 24 | 272776 | CHECK |
| STUDENT AID | EUROPE (INCLUDING ICELAND & GREENLAND) | 215 | 2481884 | CHECK |
| STUDENT AID | MIDDLE EAST AND NORTH AFRICA | 26 | 248673 | CHECK |
| STUDENT AID | NORTH AMERICA | 17 | 222203 | CHECK |
| STUDENT AID | SOUTH AMERICA | 1 | 18054 | CHECK |
| STUDENT AID | SOUTH ASIA | 30 | 343273 | CHECK |
| STUDENT AID | SUB-SAHARAN AFRICA | 4 | 40720 | CHECK |
| SUMMER STUDENT GRANTS | CENTRAL AMERICA AND THE CARIBBEAN | 2 | 5000 | CHECK |
| SUMMER STUDENT GRANTS | EAST ASIA AND THE PACIFIC | 31 | 109350 | CHECK |
| SUMMER STUDENT GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) | 36 | 107645 | CHECK |
| SUMMER STUDENT GRANTS | MIDDLE EAST AND NORTH AFRICA | 9 | 34469 | CHECK |
| SUMMER STUDENT GRANTS | NORTH AMERICA | 1 | 3000 | CHECK |
| SUMMER STUDENT GRANTS | RUSSIA & THE NEWLY INDEPENDENT STATES | 2 | 7000 | CHECK |
| SUMMER STUDENT GRANTS | SOUTH AMERICA | 12 | 35350 | CHECK |
| SUMMER STUDENT GRANTS | SOUTH ASIA | 6 | 22000 | CHECK |
| SUMMER STUDENT GRANTS | SUB-SAHARAN AFRICA | 7 | 26671 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO CODY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1237989 | GrossReceipts |
| Amount Retained By Contractor | 451699 | AmountRetainedByContractor |
| Net To Organization | 786290 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1237989 | TotalGrossReceipts |
| Total Retained By Contractors | 451699 | TotalRetainedByContractors |
| Total Net To Organization | 786290 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LAB SCHOOL | NameOfEvent1 |
| Gross Receipts Event1 | 595891 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 371130 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 224761 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 18208 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 87041 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2278 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 39252 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SMART MUSEUM | NameOfEvent2 |
| Gross Receipts Event2 | 451100 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 415550 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35550 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 77368 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 17662 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 24886 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 445159 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 226520 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 218639 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 28200 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 66008 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 49910 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 25050 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 39262 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1492150 | GrossReceiptsTotal |
| Charitable Contributions Total | 1013200 | CharitableContributionsTotal |
| Gross Revenue Total Events | 478950 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 28200 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 84216 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 214319 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 44990 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 103400 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 475125 | DirectExpenseSummaryEvents |
| Net Income Summary | 3825 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | RUFFALO CODY PROVIDED PROFESSIONAL FUNDRAISING SERVICES FOR FISCAL YEAR 2013 AND PAYMENTS FOR THESE SERVICES WERE PROCESSED FROM AUGUST 2012 TO JUNE 2013, DETAILS OF ALL PAYMENTS IS AS FOLLOWS: MONTHLY INSTALLMENTS $485,931 MAILING CHARGES 3,793 POSTAGE CHARGES 8,661 CREDITS (46,686) TOTAL PAID $451,699 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (167 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK | ||||||||
| 1501 S CALIFORNIA AVENUE | CHICAGO | IL | 60608 | 363317058 | 501 (C) (3) OR GOV | 74975 | SUBAWARD | |
| ADVOCATE HEALTH AND HOSPITAL CORPORATION | ||||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | 362169147 | 501 (C) (3) OR GOV | 61260 | SUBAWARD | |
| ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C | ||||||||
| 215 W OHIO STREET 4TH FLOOR | CHICAGO | IL | 60654 | 364444309 | 501 (C) (3) OR GOV | 46795 | SUBAWARD | |
| ANTI CANCER INC | ||||||||
| 7917 OSTROW STREET | SAN DIEGO | CA | 92111 | 330074191 | 92397 | SUBAWARD | ||
| ASTRONOMICAL SOCIETY OF THE PACIFIC | ||||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 940294860 | 501 (C) (3) OR GOV | 9576 | SUBAWARD | |
| AURORA MEDICAL GROUP | ||||||||
| POBOX 341457 | MILWAUKEE | WI | 53234 | 391678306 | 501 (C) (3) OR GOV | 12353 | SUBAWARD | |
| BAYSTATE MEDICAL CENTER | ||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | 501 (C) (3) OR GOV | 20499 | SUBAWARD | |
| BECKMAN RESEARCH INSTITUTE | ||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | 501 (C) (3) OR GOV | 119542 | SUBAWARD | |
| BELOVED COMMUNITY FAMILY | ||||||||
| 6430 SOUTH HARVARD | CHICAGO | IL | 60621 | 202273383 | 501 (C) (3) OR GOV | 34692 | SUBAWARD | |
| BIOSPHERICAL INSTRUMENTS | ||||||||
| 5340 RILEY STREET | SAN DIEGO | CA | 92110 | 953292603 | 171295 | SUBAWARD | ||
| BOARD OF EDUCATION - CHICAGO | ||||||||
| 125 S CLARK STREET 14TH FL | CHICAGO | IL | 60603 | 366005821 | 501 (C) (3) OR GOV | 97423 | SUBAWARD | |
| BOSTON MEDICAL CENTER | ||||||||
| 660 HARRISON AVENUE GAMBRO 2 | BOSTON | MA | 02118 | 043314093 | 501 (C) (3) OR GOV | 31453 | SUBAWARD | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 150 E BULLDOG BLVD | BOSTON | MA | 02199 | 042312909 | 501 (C) (3) OR GOV | 22420 | SUBAWARD | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| A-261 ASB | PROVO | UT | 84602 | 870217280 | 501 (C) (3) OR GOV | 243722 | SUBAWARD | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 250969449 | 501 (C) (3) OR GOV | 62508 | SUBAWARD | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | 501 (C) (3) OR GOV | 452041 | SUBAWARD | |
| CENTERS FOR NEW HORIZONS | ||||||||
| 4150 SOTH KING DRIVE | CHICAGO | IL | 60653 | 362729721 | 501 (C) (3) OR GOV | 33280 | SUBAWARD | |
| CHICAGO FAMILY HEALTH CENTERFORMERLY CLARETIAN MED CTR | ||||||||
| 9119 S EXCHANGE AVENUE | CHICAGO | IL | 60617 | 362893854 | 501 (C) (3) OR GOV | 44000 | SUBAWARD | |
| CHILDREN'S HOSPITAL BOSTON | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501 (C) (3) OR GOV | 7821 | SUBAWARD | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 951690977 | 501 (C) (3) OR GOV | 33467 | SUBAWARD | |
| CHILDREN'S HOSPITAL MEDICAL CENTER (CINCINNATI) | ||||||||
| 3333 BURNETT AVENUE | CINCINNATI | OH | 46202 | 310833963 | 501 (C) (3) OR GOV | 458766 | SUBAWARD | |
| CHILDREN'S MEMORIAL HOSPITAL | ||||||||
| 2300 CHILDRENS PLAZA BOX 268 | CHICAGO | IL | 60614 | 362170833 | 501 (C) (3) OR GOV | 15581 | SUBAWARD | |
| CLARK UNIVERSITY | ||||||||
| 20 DOWNING STREET | WORCESTER | MA | 01610 | 042111203 | 501 (C) (3) OR GOV | 12346 | SUBAWARD | |
| COLLEGE OF WILLIAM AND MARY | ||||||||
| 102 RICHMOND ROAD | WILLIAMSBURG | VA | 23187 | 546001718 | 501 (C) (3) OR GOV | 40041 | SUBAWARD | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 135TH STREET | NEW YORK | NY | 10027 | 135598093 | 501 (C) (3) OR GOV | 290931 | SUBAWARD | |
| COMBLU INC | ||||||||
| 875 N MICHIGAN AVE SUITE 1340 | CHICAGO | IL | 60611 | 363037806 | 25000 | SUBAWARD | ||
| COMPLETE GENOMICS | ||||||||
| 2071 STIERLIN COURT | MOUNTAIN VIEW | CA | 10027 | 203226545 | 501 (C) (3) OR GOV | 747000 | SUBAWARD | |
| CORNELL UNIVERSITY | ||||||||
| 395 PINE TREE ROAD SUITE 302 | ITHACA | NY | 14850 | 150532082 | 501 (C) (3) OR GOV | 189096 | SUBAWARD | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 44 BINNEY STREET MS OS-385 | BOSTON | MA | 02115 | 042263040 | 501 (C) (3) OR GOV | 42866 | SUBAWARD | |
| DARTMOUTH COLLEGE | ||||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 03755 | 020222111 | 501 (C) (3) OR GOV | 63364 | SUBAWARD | |
| DE PAUL UNIVERSITY | ||||||||
| 1 EAST JACKSON BOULEVARD | CHCIAGO | IL | 60604 | 362167048 | 501 (C) (3) OR GOV | 127049 | SUBAWARD | |
| DECATUR MEMORIAL HOSPITAL | ||||||||
| 2300 NORTH EDWARD STREET | DECATUR | IL | 62526 | 370661199 | 501 (C) (3) OR GOV | 52849 | SUBAWARD | |
| DENVER HEALTH AND HOSPITAL AUTHORITY | ||||||||
| 777 BANCOCK STREET | DENVER | CO | 80204 | 841343242 | 501 (C) (3) OR GOV | 87193 | SUBAWARD | |
| DUKE UNIVERSITY | ||||||||
| 2200 WEST MAIN STREET SUITE 300 | DURHAM | NC | 27705 | 560532129 | 501 (C) (3) OR GOV | 158697 | SUBAWARD | |
| ENH RESEARCH INSTITUTE | ||||||||
| 1001 UNIVERSITY PLACE | EVANSTON | IL | 60201 | 362167060 | 501 (C) (3) OR GOV | 5510 | SUBAWARD | |
| FELLOWSHIP FOR INTERPRETATION OF GENOMES | ||||||||
| 15 W 155 81ST STREET | BURR RIDGE | IL | 60527 | 141883085 | 501 (C) (3) OR GOV | 857738 | SUBAWARD | |
| FIELD MUSEUM | ||||||||
| 1400 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | 362167011 | 501 (C) (3) OR GOV | 67552 | SUBAWARD | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH STREEET CSC 310 | MIAMI | FL | 33199 | 650177616 | 501 (C) (3) OR GOV | 164310 | SUBAWARD | |
| FORT WAYNE MEDICAL ONCOLOGY & HEMATOLOGY INC | ||||||||
| 4402 E STATE BLVD | FORT WAYNE | IN | 46815 | 351400631 | 501 (C) (3) OR GOV | 20300 | SUBAWARD | |
| FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI COLUMBUS | ||||||||
| 333 WEST BROAD STREET | COLUMBUS | OH | 43215 | 314383802 | 501 (C) (3) OR GOV | 20000 | SUBAWARD | |
| FREQUENCY 540 LLC | ||||||||
| 640 NORTH LASALLE SUITE 490 | CHICAGO | IL | 60654 | 611652976 | 410143 | SUBAWARD | ||
| FRIEND FAMILY HEALTH CENTER | ||||||||
| 800 E 55TH STREET | CHICAGO | IL | 60615 | 364161801 | 501 (C) (3) OR GOV | 93054 | SUBAWARD | |
| FSG INC | ||||||||
| 500 BOYLSTON STREET SUITE 600 | BOSTON | MA | 02116 | 202776974 | 501 (C) (3) OR GOV | 317559 | SUBAWARD | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 44983 KNOLL SQUARE BLDG II | ASHBURN | VA | 20147 | 530196584 | 501 (C) (3) OR GOV | 102064 | SUBAWARD | |
| GEORGIA STATE UNIVERSITY | ||||||||
| P O BOX 3999 | ATLANTA | GA | 30302 | 586002050 | 501 (C) (3) OR GOV | 15842 | SUBAWARD | |
| GFK CUSTOM RESEARCH LLC | ||||||||
| 1350 WILLOW ROAD DEPT L-1694 | MENLO | CA | 94025 | 522339690 | 265801 | SUBAWARD | ||
| GREATER AUBURN GRESHAM DEVELOPMENT CORPORATIION | ||||||||
| 1159 WEST 79TH STREET | CHICAGO | IL | 60620 | 364377387 | 501 (C) (3) OR GOV | 32062 | SUBAWARD | |
| HARVARD UNIVERSITY | ||||||||
| 667 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 042103580 | 501 (C) (3) OR GOV | 402470 | SUBAWARD | |
| HEALTH RESEARCH INC- ROSWELL PARK CANCER INSTITUTE | ||||||||
| RIVERVIEW CENTER 150 BROADWAY | MENANDS | NY | 12204 | 141402155 | 501 (C) (3) OR GOV | 11362 | SUBAWARD | |
| HEKTOEN INSTITUTE | ||||||||
| 2240 W OGDEN AVENUE 2ND FLOOR | CHICAGO | IL | 60612 | 362244897 | 501 (C) (3) OR GOV | 84393 | SUBAWARD | |
| HOLY CROSS HOSPITAL | ||||||||
| 2701 W 68TH STREET | CHICAGO | IL | 60629 | 362170133 | 501 (C) (3) OR GOV | 64899 | SUBAWARD | |
| ILLINOIS CANCER CARE | ||||||||
| 8940 N WOOD SAGE ROAD | PEORIA | IL | 61615 | 371409840 | 501 (C) (3) OR GOV | 29566 | SUBAWARD | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 3300 S FEDERAL STREET MAIN BLDG RM | CHICAGO | IL | 60616 | 362170136 | 501 (C) (3) OR GOV | 398840 | SUBAWARD | 308 |
| INDIANA UNIVERSITY | ||||||||
| POPLARS 426 400 E 7TH ST | BLOOMINGTON | IN | 47405 | 356001673 | 501 (C) (3) OR GOV | 1370206 | SUBAWARD | |
| INGALLS MEMORIAL HOSPITAL | ||||||||
| ONE INGALLS DRIVE | HARVEY | IL | 60426 | 362170866 | 501 (C) (3) OR GOV | 9125 | SUBAWARD | |
| INNOVATIONS FOR POVERTY ACTION | ||||||||
| 101 WHITNEY AVE | NEW HAVEN | CT | 06510 | 061660068 | 501 (C) (3) OR GOV | 275939 | SUBAWARD | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1101 E 33RD STREET | BALTIMORE | MD | 21218 | 520595110 | 501 (C) (3) OR GOV | 714752 | SUBAWARD | |
| KAISER FOUNDATION | ||||||||
| 1800 HARRISON STREET | MENLO PARK | CA | 94025 | 941105628 | 501 (C) (3) OR GOV | 207866 | SUBAWARD | |
| LAWRENCE BERKELEY NATIONAL LAB | ||||||||
| ONE CYCLOTRON ROAD | BERKELEY | CA | 94704 | 942951741 | 501 (C) (3) OR GOV | 29233 | SUBAWARD | |
| LOUISIANA STATE UNIVERSITY | ||||||||
| 202 HIMES HALL | BATON ROUGE | LA | 70803 | 726000848 | 501 (C) (3) OR GOV | 121128 | SUBAWARD | |
| LOYOLA UNIVERSITY | ||||||||
| 820 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | 361408475 | 501 (C) (3) OR GOV | 100248 | SUBAWARD | |
| LURIE CHILDREN'S HOSPITAL DBA CHILDREN'S MEMORIAL HOSPITAL | ||||||||
| 2300 CHILDRENS PLAZA BOX 268 | CHICAGO | IL | 60614 | 362170833 | 501 (C) (3) OR GOV | 9098 | SUBAWARD | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | 501 (C) (3) OR GOV | 131388 | SUBAWARD | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| SUITE NE49-4161 | CAMBRIDGE | MA | 02139 | 042103594 | 501 (C) (3) OR GOV | 324406 | SUBAWARD | |
| MDRC RESEARCH CORPORATION | ||||||||
| 16 EAST 34TH STREET | NEW YORK | NY | 10016 | 237379473 | 501 (C) (3) OR GOV | 88310 | SUBAWARD | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | 390806261 | 501 (C) (3) OR GOV | 615057 | SUBAWARD | |
| MERCY HOSPITAL ST LOUIS | ||||||||
| 615 SOUTH NEW BALLAS ROAD | ST LOUIS | MO | 63141 | 430653493 | 501 (C) (3) OR GOV | 18025 | SUBAWARD | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 301 ADMINISTRATION BLDG | EAST LANSING | MI | 48917 | 386005984 | 501 (C) (3) OR GOV | 393678 | SUBAWARD | |
| MIDWEST BIOMEDICAL RESEARCH FOUNDATION | ||||||||
| 4801 LINWOOD BOULEVARD | KANSAS CITY | MO | 64128 | 431496422 | 501 (C) (3) OR GOV | 10600 | SUBAWARD | |
| MIDWEST CLINICIANS NETWORK | ||||||||
| 7215 WESTSHIRE DRIVE | LANSING | MI | 48917 | 383189461 | 501 (C) (3) OR GOV | 52661 | SUBAWARD | |
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| P O BOX 5227 | MS STATE UNIV | MS | 39762 | 646000819 | 501 (C) (3) OR GOV | 43526 | SUBAWARD | |
| MONTANA STATE UNIVERSITY | ||||||||
| 309 MONTANA HALL PO BOX 172470 | BOZEMAN | MT | 59717 | 810302402 | 501 (C) (3) OR GOV | 22725 | SUBAWARD | |
| MPC CORPORATION | ||||||||
| 5000 FORBES AVENUE 509 UTDC | PITTSBURGH | PA | 15213 | 251128244 | 501 (C) (3) OR GOV | 30812 | SUBAWARD | |
| MS BIOWORKS LLC | ||||||||
| 3950 VASITY DRIVE | ANN ARBOR | MI | 48108 | 272507618 | 84500 | SUBAWARD | ||
| NATIONAL BUREAU OF ECONOMIC RESEARCH | ||||||||
| 1050 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 131641075 | 501 (C) (3) OR GOV | 181274 | SUBAWARD | |
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 55 EAST MONROE STREET | CHICAGO | IL | 60603 | 362167808 | 501 (C) (3) OR GOV | 271228 | SUBAWARD | |
| NEAR NORTH HEALTH SERVICE | ||||||||
| 1276 N CLYBOURN AVENUE | CHICAGO | IL | 60610 | 363197647 | 501 (C) (3) OR GOV | 82174 | SUBAWARD | |
| NEIMAND COLLABORATIVE | ||||||||
| 1025 VERMONT AVENUE NW SUITE 830 | WASHINGTON | DC | 20005 | 521806524 | 139999 | SUBAWARD | ||
| NEUROPSYCHIATRIC RESEARCH INSTITUTE | ||||||||
| 700 FIRST AVENUE SOUTH | FARGO | ND | 58107 | 450274828 | 501 (C) (3) OR GOV | 12399 | SUBAWARD | |
| NEW YORK UNIVERSITY | ||||||||
| 726 BROADWAY | NEW YORK | NY | 10003 | 135562308 | 501 (C) (3) OR GOV | 166037 | SUBAWARD | |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||||
| 2650 RIDGE AVENUE - G221 | EVANSTON | IL | 60201 | 362167060 | 501 (C) (3) OR GOV | 118789 | SUBAWARD | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET SUITE G-547 | EVANSTON | IL | 60208 | 362167817 | 501 (C) (3) OR GOV | 2649699 | SUBAWARD | |
| OHIO STATE UNIVERSITY | ||||||||
| 901 WOODY HAYES DRIVE | COLUMBUS | OH | 43210 | 316025986 | 501 (C) (3) OR GOV | 348232 | SUBAWARD | |
| ORCID INC | ||||||||
| 6 WEST 77TH STREET | NEW YORK | NY | 10024 | 275142743 | 501 (C) (3) OR GOV | 200000 | SUBAWARD | |
| OUNCE OF PREVENTION FUND | ||||||||
| 33 W MONROE STREET SUITE 2400 | CHICAGO | IL | 60603 | 363186328 | 501 (C) (3) OR GOV | 158874 | SUBAWARD | |
| PENN STATE UNIVERSITY | ||||||||
| 513 JOAB L THOMAS BLDG | UNIVERSITY PARK | PA | 16802 | 246000376 | 501 (C) (3) OR GOV | 293209 | SUBAWARD | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 18 S MICHIGAN AVENUE 6TH FLOOR | CHICAGO | IL | 60603 | 362710901 | 501 (C) (3) OR GOV | 51395 | SUBAWARD | |
| PMAC LABORATORIES INC | ||||||||
| 10636 SCRIPPS SUMMIT CT | SAN DIEGO | CA | 92131 | 270938257 | 34252 | SUBAWARD | ||
| PRESIDENT AND FELLOW OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | 042103580 | 501 (C) (3) OR GOV | 40784 | SUBAWARD | |
| PRINCETON UNIVERSITY | ||||||||
| 5 NEW SOUTH BUILDING PO BOX 5292 | PRINCETON | NJ | 08544 | 210634501 | 501 (C) (3) OR GOV | 110167 | SUBAWARD | |
| PROJECT EXPLORATION | ||||||||
| 950 E 61ST STREET | CHICAGO | IL | 60637 | 364305660 | 501 (C) (3) OR GOV | 20000 | SUBAWARD | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | 530242962 | 501 (C) (3) OR GOV | 18741 | SUBAWARD | |
| PURDUE UNIVERSITY | ||||||||
| 302 WOOD STREET | WEST LAFAYETTE | IN | 47907 | 356002041 | 501 (C) (3) OR GOV | 236624 | SUBAWARD | |
| RESEARCH INSTITUTE AT THE NATIONWIDE CHILDREN'S HOSPITAL | ||||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | 316056230 | 501 (C) (3) OR GOV | 11250 | SUBAWARD | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | 131624158 | 501 (C) (3) OR GOV | 247519 | SUBAWARD | |
| ROI VENTURES LLC | ||||||||
| 213 W INSTITUTE PLACE SUITE 505 | CHCIAGO | IL | 60610 | 205385643 | 199115 | SUBAWARD | ||
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 WEST VAN BUREN STREET ROOM NO | CHICAGO | IL | 60612 | 362174823 | 501 (C) (3) OR GOV | 28924 | SUBAWARD | |
| SANTA FE INSTITUTE | ||||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | 850325494 | 501 (C) (3) OR GOV | 35386 | SUBAWARD | |
| SANTEC SYSTEMS | ||||||||
| 2924 MALMO DRIVE | ARLINGTON HEIGHTS | IL | 60005 | 363635977 | 44737 | SUBAWARD | ||
| SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 330435954 | 378161 | SUBAWARD | ||
| SEATTLE CHILDREN'S RESEARCH INSTITUTE | ||||||||
| 1900 NINTH AVENUE MS C95-5 | SEATTLE | WA | 98101 | 910564748 | 501 (C) (3) OR GOV | 233001 | SUBAWARD | |
| SMITHSONIAN ASTROPHYSICAL OBSERVATORY | ||||||||
| 60 GARDEN STREET | CAMBRIDGE | MA | 02138 | 530206027 | 501 (C) (3) OR GOV | 365893 | SUBAWARD | |
| SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE | ||||||||
| STATE ROUTE 157 | EDWARDSVILLE | IL | 62026 | 370986220 | 501 (C) (3) OR GOV | 38930 | SUBAWARD | |
| SOUTHERN RESEARCH INSTITUTE | ||||||||
| 2000 NINTH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | 630288868 | 501 (C) (3) OR GOV | 25544 | SUBAWARD | |
| SOUTHSIDE HELP CENTER | ||||||||
| 10420 S HALSTED | CHICAGO | IL | 60628 | 363532259 | 501 (C) (3) OR GOV | 70249 | SUBAWARD | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 332 NORTH LAUDERDALE STREET | MEMPHIS | TN | 38105 | 620646012 | 501 (C) (3) OR GOV | 467321 | SUBAWARD | |
| STANFORD UNIVERSITY | ||||||||
| 340 PANAMA STREET | STANFORD | CA | 94305 | 941156365 | 501 (C) (3) OR GOV | 1391843 | SUBAWARD | |
| SUNY RESEARCH FOUNDATION | ||||||||
| 1300 ELMWOOD AVE BISHOP HALL B17 | BUFFALO | NY | 14222 | 141368361 | 501 (C) (3) OR GOV | 66945 | SUBAWARD | |
| TCA HEALTH INC | ||||||||
| 1029 E 130TH STREET | CHICAGO | IL | 60628 | 362743287 | 501 (C) (3) OR GOV | 31761 | SUBAWARD | |
| TEMPLE UNIVERSITY | ||||||||
| 1805 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501 (C) (3) OR GOV | 179122 | SUBAWARD | |
| TRINITY UNIVERSITY | ||||||||
| 1 TRINITY PLACE | SAN ANTOINIO | TX | 78212 | 741109633 | 501 (C) (3) OR GOV | 44000 | SUBAWARD | |
| UNITED SITE NATIONAL SERVICES | ||||||||
| 200 FRIEBERG PARKWAY | WESTBOROUGH | MA | 01581 | 260674933 | 13615 | SUBAWARD | ||
| UNIVERISTY OF CENTRAL FLORIDA | ||||||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | 592924021 | 501 (C) (3) OR GOV | 90620 | SUBAWARD | |
| UNIVERSITY OF ALABAMA | ||||||||
| 1530 3RD AVENUE S AB 1170 | BIRMINGHAM | AL | 35294 | 636005996 | 501 (C) (3) OR GOV | 138775 | SUBAWARD | |
| UNIVERSITY OF ALASKA | ||||||||
| P O BOX 756540 | FAIRBANKS | AK | 99775 | 916000147 | 501 (C) (3) OR GOV | 51215 | SUBAWARD | |
| UNIVERSITY OF ARIZONA | ||||||||
| 888 N EUCLID ROOM 510 | TUCSON | AZ | 85722 | 742652689 | 501 (C) (3) OR GOV | 34776 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA -SF | ||||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94118 | 946036493 | 501 (C) (3) OR GOV | 265939 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-BK | ||||||||
| 2150 SHATTUCK AVENUE SUITE 300 | BERKELEY | CA | 94704 | 946002123 | 501 (C) (3) OR GOV | 345861 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-DV | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | 501 (C) (3) OR GOV | 430152 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-IR | ||||||||
| 4255 CAMPUS DRIVE | IRVINE | AZ | 90024 | 952226406 | 501 (C) (3) OR GOV | 129240 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-LA | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1200 | LOS ANGELES | CA | 90024 | 943067788 | 501 (C) (3) OR GOV | 106289 | SUBAWARD | 1200 |
| UNIVERSITY OF CALIFORNIA-SC | ||||||||
| 9500 GILMAN DRIVE - RM 3041 | LA JOLLA | CA | 92093 | 956006144 | 501 (C) (3) OR GOV | 25438 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-SD | ||||||||
| 9500 GILMAN DRIVE - RM 3041 | LA JOLLA | CA | 92093 | 956006144 | 501 (C) (3) OR GOV | 679147 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-SF | ||||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94118 | 946036493 | 501 (C) (3) OR GOV | 1319411 | SUBAWARD | |
| UNIVERSITY OF CINCINNATI | ||||||||
| 2600 CLIFTON AVENUE | CINCINNATI | OH | 45221 | 316000989 | 501 (C) (3) OR GOV | 196250 | SUBAWARD | |
| UNIVERSITY OF COLORADO | ||||||||
| 3100 MARINE STREET | BOULDER | CO | 80309 | 391481425 | 501 (C) (3) OR GOV | 262831 | SUBAWARD | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 S UNIVERSITY BOULEVARD | DENVER | CO | 80208 | 840404231 | 501 (C) (3) OR GOV | 247034 | SUBAWARD | |
| UNIVERSITY OF FLORIDA | ||||||||
| 219 GRINTER HALL PO BOX 1003628 | GAINESVILLE | FL | 32611 | 590974739 | 501 (C) (3) OR GOV | 11994 | SUBAWARD | |
| UNIVERSITY OF GEORGIA | ||||||||
| 424 EAST BROAD STREET | ATHENS | GA | 30602 | 586001998 | 501 (C) (3) OR GOV | 8617 | SUBAWARD | |
| UNIVERSITY OF HEALTHSYSTEM CONSORTIUM | ||||||||
| 155 N WACKER DRIVE | CHICAGO | IL | 60606 | 363740243 | 48333 | SUBAWARD | ||
| UNIVERSITY OF ILLINOIS-CHICAGO | ||||||||
| 809 SOUTH MARSHFIELD AVENUE | CHICAGO | IL | 60612 | 376000511 | 501 (C) (3) OR GOV | 1747087 | SUBAWARD | |
| UNIVERSITY OF ILLINOIS-URBANA | ||||||||
| 1901 S FIRST ST SUITE A MC-685 | CHAMPAIGN | IL | 61820 | 376000511 | 501 (C) (3) OR GOV | 711399 | SUBAWARD | |
| UNIVERSITY OF IOWA | ||||||||
| 201 GILMORE HALL | IOWA CITY | IA | 52242 | 426004813 | 501 (C) (3) OR GOV | 290539 | SUBAWARD | |
| UNIVERSITY OF KANSAS | ||||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | 480680117 | 501 (C) (3) OR GOV | 45909 | SUBAWARD | |
| UNIVERSITY OF KENTUCKY | ||||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | 616001218 | 501 (C) (3) OR GOV | 155856 | SUBAWARD | |
| UNIVERSITY OF MARYLAND | ||||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | 526002033 | 501 (C) (3) OR GOV | 263640 | SUBAWARD | |
| UNIVERSITY OF MARYLAND BALTIMORE | ||||||||
| 220 ARCH STREET OFFICE LEVEL 2 | BALTIMORE | MD | 21201 | 526002033 | 501 (C) (3) OR GOV | 6759 | SUBAWARD | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | 043167352 | 501 (C) (3) OR GOV | 55147 | SUBAWARD | |
| UNIVERSITY OF MIAMI | ||||||||
| P O BOX 248106 | CORAL GABLES | FL | 33124 | 590624458 | 501 (C) (3) OR GOV | 17124 | SUBAWARD | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET 3089 WOLVERINE | ANN ARBOR | MI | 48109 | 386006309 | 501 (C) (3) OR GOV | 830240 | SUBAWARD | TOWER |
| UNIVERSITY OF MINNESOTA | ||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | 501 (C) (3) OR GOV | 55487 | SUBAWARD | |
| UNIVERSITY OF NEW MEXICO | ||||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 87131 | 856000642 | 501 (C) (3) OR GOV | 285133 | SUBAWARD | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| 104 AIRPORT DRIVE CB1350 | CHAPEL HILL | NC | 27599 | 566001393 | 501 (C) (3) OR GOV | 190352 | SUBAWARD | |
| UNIVERSITY OF NORTH CAROLINA PRESS | ||||||||
| 116 S BOUNDARY STREET | CHAPEL HILL | NC | 27514 | 566001394 | 501 (C) (3) OR GOV | 46750 | SUBAWARD | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 402 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501 (C) (3) OR GOV | 172500 | SUBAWARD | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET P-221 FRANKLIN | PHILADELPHIA | PA | 19104 | 231352685 | 501 (C) (3) OR GOV | 92464 | SUBAWARD | BLDG |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 3100 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501 (C) (3) OR GOV | 762204 | SUBAWARD | |
| UNIVERSITY OF PUERTO RICO | ||||||||
| P O BOX 21790 | SAN JUAN | PR | 00931 | 660362666 | 501 (C) (3) OR GOV | 13292 | SUBAWARD | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 1325 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 161089052 | 501 (C) (3) OR GOV | 30788 | SUBAWARD | |
| UNIVERSITY OF SCIENCES IN PHILIADELPHIA | ||||||||
| 600 SOUTH 43RD STREET | PHILADELLPHIA | PA | 19104 | 231352668 | 501 (C) (3) OR GOV | 18819 | SUBAWARD | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK CAMPUS - STO 330 | LOS ANGELES | CA | 90089 | 951642394 | 501 (C) (3) OR GOV | 190484 | SUBAWARD | |
| UNIVERSITY OF TENNESSEE | ||||||||
| UTHSC 62 S DUNLAP | MEMPHIS | TN | 38163 | 626001636 | 501 (C) (3) OR GOV | 327255 | SUBAWARD | |
| UNIVERSITY OF TEXAS MD ANDERSEN CANCER CENTER | ||||||||
| PO BOX 7159 | AUSTIN | TX | 78713 | 746001118 | 501 (C) (3) OR GOV | 15461 | SUBAWARD | |
| UNIVERSITY OF UTAH | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 876000525 | 501 (C) (3) OR GOV | 6329 | SUBAWARD | |
| UNIVERSITY OF VIRGINIA | ||||||||
| P O BOX 400202 | CHARLOTTESVILLE | VA | 22904 | 546001796 | 501 (C) (3) OR GOV | 389311 | SUBAWARD | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 1100 NE 45TH STREET SUITE 300 | SEATTLE | WA | 98105 | 916001537 | 501 (C) (3) OR GOV | 120951 | SUBAWARD | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 21 NORTH PARK STREET - SUITE 6401 | MADISON | WI | 53715 | 396006492 | 501 (C) (3) OR GOV | 939788 | SUBAWARD | |
| URBAN INSTITUTE | ||||||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | 520880375 | 501 (C) (3) OR GOV | 84083 | SUBAWARD | |
| USDA- US DEPARTMENT OF AGRICULTURE | ||||||||
| 1030 BALTIMORE AVE BLD 003 | BELTSVILLE | MD | 20705 | 720564834 | 501 (C) (3) OR GOV | 80534 | SUBAWARD | BARC-WEST |
| VA PUGET HEALTH CARE | ||||||||
| 1660 S COLUMBIA WAY S-152 | SEATTLE | WA | 98105 | 910656166 | 501 (C) (3) OR GOV | 52491 | SUBAWARD | |
| VANDERBILT UNIVERSITY | ||||||||
| 3319 WEST END AVENUE SUITE 800 | NASHVILLE | TN | 37203 | 620476822 | 501 (C) (3) OR GOV | 436030 | SUBAWARD | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| 800 EAST LEIGH ST SUITE 113 PO BOX | RICHMOND | VA | 23298 | 546001758 | 501 (C) (3) OR GOV | 21197 | SUBAWARD | 980568 |
| WASHINGTON PARK CONSORTIUM | ||||||||
| 6357 S COTTAGE GROVE | CHICAGO | IL | 60637 | 263873131 | 501 (C) (3) OR GOV | 28715 | SUBAWARD | |
| WASHINGTON UNIVERSITY | ||||||||
| 700 ROSEDALE AVENUE BOX 1034 | ST LOUIS | MO | 63112 | 436053611 | 501 (C) (3) OR GOV | 407721 | SUBAWARD | |
| WAUKESHA MEMORIAL HOSPITAL | ||||||||
| 725 AMERICA AVENUE | WAUKESHA | WI | 53188 | 390910727 | 501 (C) (3) OR GOV | 16529 | SUBAWARD | |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | 386007327 | 501 (C) (3) OR GOV | 27600 | SUBAWARD | |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE ST SUITE 900 | CHICAGO | IL | 60602 | 362167032 | 501 (C) (3) OR GOV | 154000 | SUBAWARD | |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| UNDERGRADUATE STUDENT AID | 3173 | 99488098 |
| GRADUATE STUDENT AID | 6080 | 206939552 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY OF CHICAGO FOLLOWS THESE PROCEDURES TO MONITOR THE USE OF GRANT FUNDS INSIDE THE UNITED STATES. THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATORS WILL REVIEW INVOICES AND CERTIFY AS TO THE ALLOWABILITY AND APPROPRIATENESS OF THE CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE. |
| PART II, LINE 1 | TWO SUBAWARDS IN THE AMOUNT OF $227,073 AND $26,401 ARE NOT LISTED ABOVE AS THE RECIPIENTS OPERATE AS SOLE PROPRIETORS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J ZIMMER | ||||||||||||||
| PRESIDENT | 916620 | 0 | 170000 | 0 | 105605 | 0 | 524800 | 0 | 177631 | 0 | 1894656 | 0 | 0 | 0 |
| THOMAS F ROSENBAUM | ||||||||||||||
| PROVOST | 617469 | 0 | 22800 | 0 | 8875 | 0 | 20000 | 0 | 69693 | 0 | 738837 | 0 | 0 | 0 |
| NIMALAN CHINNIAH | ||||||||||||||
| EXEC. VP FOR ADMIN & CFO | 576788 | 0 | 30690 | 0 | 15873 | 0 | 20000 | 0 | 28349 | 0 | 671700 | 0 | 0 | 0 |
| KAREN WARREN COLEMAN | ||||||||||||||
| VP CAMPUS AND STUD. LIFE | 218351 | 0 | 0 | 0 | 398 | 0 | 18000 | 0 | 18867 | 0 | 255616 | 0 | 0 | 0 |
| DEREK RB DOUGLAS | ||||||||||||||
| VP CIVIC ENGAGEMENT | 359875 | 0 | 39200 | 0 | 37064 | 0 | 20000 | 0 | 33960 | 0 | 490099 | 0 | 0 | 0 |
| DAVID B FITHIAN | ||||||||||||||
| VP & SEC. OF UNIVERSITY | 304974 | 0 | 20983 | 0 | 16348 | 0 | 20000 | 0 | 7241 | 0 | 369546 | 0 | 0 | 0 |
| DAVID A GREENE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 583091 | 0 | 28750 | 0 | 72122 | 0 | 145000 | 0 | 56551 | 0 | 885514 | 0 | 0 | 0 |
| BETH A HARRIS | ||||||||||||||
| VP & GENERAL COUNSEL | 399120 | 0 | 18320 | 0 | 7133 | 0 | 20000 | 0 | 72398 | 0 | 516971 | 0 | 0 | 0 |
| DONALD H LEVY | ||||||||||||||
| VP FOR RESEARCH | 365988 | 0 | 15054 | 0 | 0 | 0 | 20000 | 0 | 12692 | 0 | 413734 | 0 | 0 | 0 |
| KENNETH MANOTTI | ||||||||||||||
| VP ALUMNI RELATIONS & DEVL. | 406069 | 0 | 0 | 0 | 8761 | 0 | 20000 | 0 | 10907 | 0 | 445737 | 0 | 0 | 0 |
| JAMES G NONDORF | ||||||||||||||
| VP ENROLL. & STUDENT ADV. | 392232 | 0 | 47000 | 0 | 2811 | 0 | 20000 | 0 | 7476 | 0 | 469519 | 0 | 0 | 0 |
| JULIE PETERSON | ||||||||||||||
| VP COMMUNICATIONS | 366188 | 0 | 15412 | 0 | 15369 | 0 | 20000 | 0 | 60322 | 0 | 477291 | 0 | 0 | 0 |
| KENNETH S POLONSKY | ||||||||||||||
| EXEC. VP MEDICAL AFFAIRS | 1407051 | 0 | 418000 | 0 | 25675 | 0 | 20000 | 368862 | 21429 | 0 | 1892155 | 368862 | 0 | 0 |
| MARK A SCHMID | ||||||||||||||
| VP AND CHIEF INVEST. OFFICER | 559418 | 0 | 1359000 | 0 | 71415 | 0 | 570000 | 0 | 26909 | 0 | 2586742 | 0 | 500000 | 0 |
| THOMAS FARRELL | ||||||||||||||
| VP ALUMNI RELATIONS & DEVL. | 154417 | 0 | 348 | 0 | 513790 | 0 | 12600 | 0 | 8267 | 0 | 689422 | 0 | 0 | 0 |
| KIM GOFF CREWS | ||||||||||||||
| DEAN OF STUDENTS | 136365 | 0 | 30 | 0 | 2012 | 0 | 11090 | 0 | 5242 | 0 | 154739 | 0 | 0 | 0 |
| MICHAEL EDLESON | ||||||||||||||
| INVESTMENT CHIEF RISK OFFICER | 454101 | 0 | 1140003 | 0 | 0 | 0 | 356960 | 0 | 20911 | 0 | 1971975 | 0 | 324000 | 0 |
| PHUONG-QUE NGUYEN | ||||||||||||||
| MTG. DIRECTOR - STRATEGY | 421516 | 0 | 708444 | 0 | 0 | 0 | 328880 | 0 | 677 | 0 | 1459517 | 0 | 0 | 0 |
| VALLUVAN JEEVANANDAM | ||||||||||||||
| CHIEF CARDIAC & THORACIC SURG. | 838002 | 0 | 257718 | 0 | 0 | 0 | 20000 | 0 | 24207 | 0 | 1139927 | 0 | 0 | 0 |
| SANJAY DHAR | ||||||||||||||
| PROF. OF MARKETING | 289493 | 0 | 765210 | 0 | 0 | 0 | 20000 | 0 | 29417 | 0 | 1104120 | 0 | 0 | 0 |
| CHRISTOPHER LONGEE | ||||||||||||||
| MGT. DIRECTOR - REAL ESTATE | 374224 | 0 | 631198 | 0 | 0 | 0 | 297546 | 0 | 71566 | 0 | 1374534 | 0 | 261835 | 0 |
| EVERETT VOKES | ||||||||||||||
| CHAIRMAN OF MEDICINE | 721310 | 0 | 100000 | 0 | 0 | 0 | 20000 | 0 | 40768 | 0 | 882078 | 0 | 0 | 0 |
| SUNIL P KUMAR | ||||||||||||||
| DEAN OF BOOTH SCH. OF BUS. | 516819 | 0 | 52900 | 0 | 2156 | 0 | 20000 | 0 | 20400 | 0 | 612275 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 1A: FIRST 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. TWO OFFICERS OF THE UNIVERSITY WERE APPROVED FOR FIRST CLASS TRAVEL IN ACCORDANCE WITH THIS POLICY. NONE OF THESE BUSINESS TRIPS WERE DEEMED TAXABLE COMPENSATION. PART I, LINE 1A: 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 COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION. PART I, LINE 1A & 1B: TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: INDIVIDUALS MAY HAVE CERTAIN PAYMENTS GROSSED UP AT THE DISCRETION OF HEADS OF DEPARTMENTTS OR OFFICERS OF THE UNIVERSITY. ONE LISTED PERSON HAD A GROSS-UP PAYMENT WHICH WAS INCLUDED IN THE INDIVIDUAL'S TAXABLE INCOME. PART I, LINE 1A & 1B AND PART II, COLUMN D FOR ROBERT J. ZIMMER. HOUSING ALLOWANCES AND RESIDENCE FOR PERSONAL USE: HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. FIVE OFFICERS 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 UNIVERSITY-OWNED HOUSING PROVIDED TO THE PRESIDENT, WHICH IS NOT DEEMED A TAXABLE BENEFIT. PART I, LINE 1A. SOCIAL AND HEALTH CLUB DUES: UNDER WRITTEN UNIVERSITY POLICY, SOCIAL AND HEALTH CLUB DUES ARE REIMBURSABLE ONLY IF THE BENEFITS OF THE MEMBERSHIP SUPPORT THE UNIVERSITY'S MISSION, AND ONLY IF THE REIMBURSEMENT IS APPROVED BY A DEAN,VICE-PRESIDENT, PROVOST OR PRESIDENT OF THE UNIVERSITY. ANY PORTION OF THE DUES NOT USED FOR BUSINESS PURPOSES IS CONSIDERED TAXABLE COMPENSATION. OFFICERS OF THE UNIVERSITY MAINTAIN MEMBERSHIP IN THE QUADRANGLE CLUB, A RELATED ORGANIZATION THAT OPERATES A FACULTY CLUB ON THE CAMPUS OF THE UNIVERSITY, FOR PURPOSES OF CONDUCTING MEETINGS AND OTHER UNIVERSITY BUSINESS. THE UNIVERSITY REIMBURSES OFFICERS FOR THESE DUES, AND THE REIMBURSEMENT IS NOT DEEMED TAXABLE COMPENSATION. IN ADDITION, THREE OFFICERS AND ONE FORMER KEY EMPLOYEE HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES, AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION. PART I, LINE 1A. PERSONAL SERVICES: THE UNIVERSITY CONTRACTS WITH AN INDEPENDENT CONTRACTOR TO PROVIDE THE PRESIDENT OF THE UNIVERSITY WITH A CAR AND DRIVER FOR USE ON UNIVERSITY BUSINESS. IN ADDITION, THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY-OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT. PART I, LINE 4A:THOMAS FARRELL $511,875 PART I, LINE 4B: ROBERT ZIMMER $504,800, DAVID GREENE $125,000, KENNETH POLONSKY $368,862. PART I, LINE 7: INVESTMENT OFFICE PERSONNEL PARTICIPATE IN AN INCENTIVE COMPENSATION PROGRAM BASED ON PERFORMANCE AND QUALITATIVE MEASUREMENTS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| IFA 100000000 REVENUE BONDS SERIES 2004B | ||||||||
| A | 861091967 | 45200BHH4 | 2004-11-10 | 100000000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 80000000 ADJ RAT REV REFUNDING BONDS 2004C | ||||||||
| B | 861091967 | 45200BJG4 | 2004-11-30 | 80000000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 244030000 REVENUE BONDS SERIES 2007 | ||||||||
| C | 861091967 | 45200B6F0 | 2007-06-28 | 249996429 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA XXX-XX-XXXX ADJ RATE DEMAND REV SERIES 2008 | ||||||||
| D | 861091967 | 45200FEG0 | 2008-04-03 | 123604000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 13193000 | 102437189 | 469999 | 101967190 | 2010 | 0 | 0 | 1 | 1 | |
| B | 2131000 | 80000000 | 463838 | 2006 | 1 | 0 | 1 | 1 | 79536162 | |
| C | 4530000 | 256001810 | 1630377 | 254371433 | 2010 | 0 | 0 | 1 | 1 | |
| D | 11724000 | 123604000 | 752575 | 2004 | 1 | 0 | 1 | 1 | 122851425 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 1 | 1 | 0.00300 | 0.00000 | 0.00300 | 0 | 0 | 1 | ||
| B | 0 | 0 | 1 | 1 | 1 | 1 | 0.00300 | 0.00000 | 0.00300 | 0 | 0 | 1 | ||
| C | 0 | 0 | 1 | 1 | 1 | 1 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | ||
| D | 0 | 0 | 1 | 1 | 1 | 1 | 0.00800 | 0.00000 | 0.00800 | 0 | 1 | 1 | 0.00040 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| MORGAN STANLEY CAP | ||||||||||||
| B | 0 | 0 | 1 | 1 | 1 | 1 | 0 | 0 | 1 | 35.000000000000 | 0 | 0 |
| (no name) | ||||||||||||
| C | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| MERRILL LYNCH CAP | ||||||||||||
| D | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 1 | 33.000000000000 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K PART IV, ARBITRAGE, LINE 2C | DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: IFA 100,000,000 REVENUE BONDS, SERIES 2004B DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2009 ISSUER NAME: IFA 80,000,000 ADJ RAT REV REFUNDING BONDS 2004C DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2011 ISSUER NAME: IFA 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 200,000,000 REVENUE BONDS, SERIES 2003A DATE THE REBATE COMPUTATION WAS PERFORMED: 04/28/2009 ISSUER NAME: IEFA 50,000,000 ADJ RATE REV BONDS,SERIES 2003B DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2009 |
| PART I COLUMN F DESCRIPTION OF PURPOSE | 100,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004A, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF 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 PAY CERTAIN COSTS OF ISSUANCE. $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING THE NEW GRADUATE SCHOOL OF BUSINESS, A NEW RESEARCH BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING, AND NEW RESIDENCE HALLS, AND CERTAIN COSTS OF ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE TO ADVANCE REFUND $70,965,000 OF THE UNIVERSITY'S SERIES 2001A BONDS, AND PAY CERTAIN COSTS OF ISSUANCE. $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. $200,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003A (F) DESCRIPTION OF PURPOSE TO REFUND, FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR THE 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 TO 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 COLUMN C, LINE 3: | SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2007: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $6,005,381. SERIES 2003A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $1,543,963. 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 $8,069. SERIES 2013A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $466. | |
| PART IV, LINE 2C - DATE OF REBATE COMPUTATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| IEFA 200000000 REVENUE BONDS SERIES 2003A | ||||||||
| A | 521297563 | 4520016W5 | 2003-08-28 | 202182031 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IEFA 50000000 ADJ RATE REV BONDSSERIES 2003B | ||||||||
| B | 521297563 | 4520017E4 | 2003-08-28 | 50000000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 500000000 REVENUE BONDS SERIES 2008B | ||||||||
| C | 861091967 | 45200FSX8 | 2009-01-07 | 502370736 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 369570000 REVENUE BONDS SERIES 2012A | ||||||||
| D | 861091967 | 45203HFF4 | 2012-02-02 | 421065981 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 196570000 | 203725994 | 1118187 | 158489129 | 44118678 | 2006 | 1 | 0 | 1 | 1 | |
| B | 8534000 | 50141933 | 274223 | 49867740 | 2006 | 0 | 0 | 1 | 1 | ||
| C | 44325000 | 503017434 | 3487166 | 499530268 | 2012 | 0 | 0 | 1 | 1 | ||
| D | 115000 | 421074049 | 1982388 | 150009360 | 269082300 | 0 | 1 | 1 | 1 | 2013 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 1 | 1 | 0.00500 | 0.00000 | 0.00500 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 1 | 1 | 1 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| C | 0 | 0 | 1 | 1 | 1 | 1 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| D | 0 | 0 | 1 | 1 | 1 | 1 | 0.00200 | 0.00000 | 0.00200 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| D | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFA 149090000 REVENUE BONDS SERIES 2013A | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45203HRE4 | CUSIPNumber |
| Date Issued | 2013-05-15 | DateIssued |
| Issue Price | 159766350 | IssuePrice |
| Description Of Purpose | SEE SUPPLEMENTAL INFORMATION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 159766816 | TotalProceeds |
| Issuance Costs From Proceeds | 1179561 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9204160 | CapitalExpenditures |
| Other Spent Proceeds | 58586789 | OtherSpentProceeds |
| Amount Unspent | 90796305 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Engage Bond Counsel Research | 1 | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 1 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| SUNIL KUMAR | |||||
| X | $450,000 | 432383 | 0 | 1 | 1 |
| NIM CHINNIAH | |||||
| X | $167,000 | 101977 | 0 | 1 | 1 |
| DAVID GREENE | |||||
| X | $60,000 | 60000 | 0 | 1 | 1 |
| DAVID FITHIAN | |||||
| X | $136,000 | 111007 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 705367 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT REQUIRED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | NOT REQUIRED | RelationshipWithOrganization |
| Amount Of Grant | 2924 | AmountOfGrant |
| Type Of Assistance | STUDENT AID | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (13 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| TISHMAN SPEYER CROWN EQUITY | |||
| SEE PART V | 1196159 | SEE PART V | 0 |
| BLOOMBERG LP | |||
| SEE PART V | 510000 | SEE PART V | 0 |
| QFS ASSET MANAGEMENT LP | |||
| SEE PART V | 2500000 | SEE PART V | 0 |
| TRIAN PARTNERS | |||
| SEE PART V | 897252 | SEE PART V | 0 |
| ARAMARK CORPORATION | |||
| SEE PART V | 20866522 | SEE PART V | 0 |
| HYATT HOTELS CORPORATION | |||
| SEE PART V | 1700000 | SEE PART V | 0 |
| CDW LLC | |||
| SEE PART V | 945925 | SEE PART V | 0 |
| SHADI BARTSCH-ZIMMER | |||
| SEE PART V | 233625 | SEE PART V | 0 |
| SUMATI MURLI | |||
| SEE PART V | 88544 | SEE PART V | 0 |
| DANIEL ROSENBAUM | |||
| SEE PART V | 13706 | SEE PART V | 0 |
| FRANCES J SCHMID | |||
| SEE PART V | 33448 | SEE PART V | 0 |
| TAMARA VOKES | |||
| SEE PART V | 218050 | SEE PART V | 0 |
| TAMAR POLONSKY | |||
| SEE PART V | 160100 | SEE PART V | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE L, PART IV | Identifier |
| Return Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | ReturnReference |
| Explanation | JAMES S. CROWN, A TRUSTEE OF THE UNIVERSITY, AND HIS FAMILY OWN AN INDIRECT INTEREST IN TISHMAN SPEYER CROWN EQUITIES, LLC (TISHMAN SPEYER), WHICH THROUGH A SUBSIDIARY OWNS AN OFFICE BUILDING IN WASHINGTON D.C. IN WHICH THE UNIVERSITY OF CHICAGO LEASES OFFICE SPACE. THE LEASE BETWEEN THE UNIVERSITY AND TISHMAN SPEYER WAS NEGOTIATED AT ARMS' LENGTH AND WAS CONCLUDED ON FAIR MARKET TERMS. THE UNIVERSITY PAID TISHMAN SPEYER A TOTAL OF $756,787 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2013. 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 $439,372 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2013.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 $510,000 FOR THESE PRODUCTS DURING THE TAX YEAR ENDED JUNE 30, 2013. 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, 2013, THE UNIVERSITY PAID CDW LLC APPROXIMATELY $945,925 IN CONNECTION WITH SUCH PURCHASES.SANFORD GROSSMAN, A TRUSTEE OF THE UNIVERSITY, WAS DURING A PORTION OF THE YEAR, CHAIRMAN, CEO AND SOLE SHAREHOLDER OF QFS ASSET MANAGEMENT, INC., THE GENERAL PARTNER OF QFS ASSET MANAGEMENT, L.P., A LIMITED PARTNERSHIP IN WHICH THE UNIVERSITY, THROUGH AN AFFILIATE, OWNS A LIMITED PARTNERSHIP INTEREST AS A RESULT OF A CHARITABLE GIFT FROM MR. GROSSMAN. THE UNIVERSITY RECEIVED APPROXIMATELY $2.5 MILLION IN DISTRIBUTIONS FROM QFS ASSET MANAGEMENT, L.P. IN THE TAX YEAR ENDED JUNE 30, 2013.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 $897,000 IN MANAGEMENT AND INCENTIVE FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2013. JOSEPH NEUBAUER, A TRUSTEE OF THE UNIVERSITY, IS 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, 2013, THE UNIVERSITY PAID ARAMARK CORPORATION APPROXIMATELY $14,000,000 FOR THESE SERVICES, AND ARAMARK CORPORATION PAID THE UNIVERSITY APPROXIMATELY $2,247,000 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, 2013,THE UNIVERSITY SPENT APPROXIMATELY $1.7 MILLION ON FOOD, LODGING AND EVENTS AT VARIOUS HYATT HOTELS. THESE TRANSACTIONS WERE ALL DONE IN THE ORDINARY COURSE OF BUSINESS.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 $233,625 FOR THE CALENDAR YEAR 2012 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 $88,544 FOR THE CALENDAR YEAR 2012 IN CONNECTION WITH HER EMPLOYMENT.DANIEL ROSENBAUM, THE SON OF THOMAS ROSENBAUM, THE PROVOST OF THE UNIVERSITY, IS EMPLOYED AS A STUDENT WORKER. MR. ROSENBAUM WAS PAID $13,706 FOR THE CALENDAR YEAR 2012 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 $33,448 FOR THE CALENDAR YEAR 2012 IN CONNECTION WITH HER EMPLOYMENT.TAMARA VOKES, THE WIFE OF EVERETT VOKES, THE FORMER DEAN AND VICE PRESIDENT FOR MEDICAL AFFAIRS, IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR IN CLINICAL MEDICINE. DR. VOKES WAS PAID $218,050 FOR THE CALENDAR YEAR 2012 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 $160,100 FOR THE CALENDAR YEAR 2012 IN CONNECTION WITH HER EMPLOYMENT. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 323 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26720594 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 2 | 538530 | MARKET VALUE |
| X | AIRLINE TICKETS | 2 | 44000 | MARKET VALUE |
| X | SOFTWARE | 1 | 203995 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 14 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | 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. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 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 BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. JOHN W. ROGERS AND PAULA WOLFF, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR 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 2014, 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 2014, 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 12C | ALL TRUSTEES, OFFICERS, FACULTY, SENIOR ADMINISTRATORS, AND OTHER EMPLOYEES OF THE UNIVERSITY ARE SUBJECT TO CONFLICT OF INTEREST POLICIES THAT, AMONG OTHER THINGS, DEFINE MATERIAL FINANCIAL CONFLICTS OF INTEREST, IDENTIFY THE CLASSES OF INDIVIDUALS COVERED BY THE POLICIES, FACILITATE DISCLOSURE OF INFORMATION, AND SPECIFY PROCEDURES TO BE FOLLOWED IN MANAGING THE CONFLICTS. THESE CONFLICT OF INTEREST POLICIES AND PROCEDURES INCLUDE: (1) THE UNIVERSITY OF CHICAGO CONFLICT OF INTEREST POLICY FOR TRUSTEES AND OFFICERS REQUIRES TRUSTEES AND OFFICERS TO ALERT THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP, 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 15 | THE 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 19 | THE UNIVERSITY'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICTS OF INTEREST POLICIES, AND MOST RECENT FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBISTE, WWW.UCHICAGO.EDU . | |
| FORM 990, PART XI, LINE 9: | EXCLUSION OF RELATED ORGS THAT FILE THEIR OWN 990 158,852,988. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO ARGONNE LLC | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 680628477 | MANAGE LAB | IL | 3736500 | 0 | UNIV OF CHICAGO | ||||
| UNIV OF CHICAGO FOUNDATION LTD | |||||||||||||
| 980525557 | FUNDRAISING | 650413 | 18215 | UNIV OF CHICAGO | 5T FL ALDER CASTER10 NOBLE | LONDON | UK | UK | |||||
| THEORY AND COMPUTING SCIENCES | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 516596577 | RESEARCH BUILDING | IL | 9277671 | 72070726 | SEE PART VII | ||||
| UCHICAGO TRADING | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 300517735 | INVESTING | IL | 0 | 11572644 | UNIV OF CHICAGO | ||||
| MAROON INVESTMENTS LLC | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | IL | 2509752 | 40000000 | UNIV OF CHICAGO | |||||
| UCHICAGO IMPACT LLC | |||||||||||||
| 1307 E 60TH STREET | CHICAGO | IL | 60637 | 611682394 | EDUCATION | IL | 4821603 | 2687080 | UNIV OF CHICAGO | ||||
Form990 Schedule R Part II Form990ScheduleRPartII (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO MEDICAL CTR | |||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 363488183 | HOSPITAL | IL | 501 (C) (3) | LINE 3 | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366108743 | PROPERTY HOLDING | IL | 501 (C) (2) | UNIV OF CHICAGO | 0 | ||||||
| LAKE PARK ASSOCIATES | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366111317 | PROPERTY HOLDING | IL | 501 (C) (2) | UNIV OF CHICAGO | 0 | ||||||
| ARCH DEVELOPMENT CORPORATION | |||||||||||||||
| 5555 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | 363485244 | TECH TRANSFER | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIV OF CHICAGO CHARTER SCHOOL CORP | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 364225812 | EDUCATION | IL | 501 (C) (3) | LINE 2 | UNIV OF CHICAGO | 0 | |||||
| COURT THEATRE FUND | |||||||||||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363203660 | SUPP THE ARTS | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO CANCER RESEARCH FUND | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366056201 | SUPP RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363020034 | MALPRACTICE TRUST | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363999692 | MEDICAL TRUST | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| CHICAGO TUMOR INSTITUTE | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 237136019 | SUPP RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| NATIONAL OPINION RESEARCH CENTER | |||||||||||||||
| 55 E MONROE AVENUE | CHICAGO | IL | 60603 | 362167808 | SO SCI SURVEYS | IL | 501 (C) (3) | LINE 7 | 0 | N/A | |||||
| THE QUADRANGLE CLUB | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 361655190 | SOCIAL CLUB | IL | 501 (C) (7) | UNIV OF CHICAGO | 0 | ||||||
| FERMI RESEARCH ALLIANCE LLC | |||||||||||||||
| PO BOX 500 | BATAVIA | IL | 60510 | 571239010 | MANAGE LAB | IL | 501 (C) (3) | LINE 7 | 0 | N/A | |||||
| UNIVERSITY OF CHICAGO CENTER IN PARIS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | 6 RUE THOMAS MANN 75013 | PARIS | FR | FR | |||||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | WOOLGATE EXCHANGE 25 BASINGHAL | LONGON | UK | UK | |||||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | 101PENANG RD 238466 | SINGAPORE | SN | SN | |||||||||
| UNIVERSITY OF CHICAGO TRUST | |||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | 0 | GB10-12 CLAIRMONT APTS RST HSE | BANGALORE | IN | IN | |||||||||
| UNIV OF CHGO FOUNDATION IN HONG KONG | |||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | 0 | RM100 FAR EAST CTR C/O WM FAN CO | HONG KONG | HK | HK | |||||||||
| UCHICAGO RESEARCH INTERNATIONAL LTD | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 262741573 | RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UCHICAGO RESEARCH BANGLADESH LTD | |||||||||||||||
| RESEARCH | UCHGO RSCH INTL | 0 | HSE 388 ROAD 24 NEW DOH | DHAKA | BG | BG | |||||||||
| UNIVERSITY OF CHICAGO CLOISTERS CLUB | |||||||||||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | SOCIAL CLUB | IL | UNIV OF CHICAGO | 0 | ||||||||
| PHOENIX OVERLAY FUND LTD | |||||||||||||||
| 401 N MICHIGAN AVE C/O INVST OFFICE | CHICAGO | IL | 60611 | INVESTING | UNIV OF CHICAGO | 0 | CJ | ||||||||
| SOUTHEAST CHICAGO COMMISSION | |||||||||||||||
| 1511 EAST 53RD STREET | CHICAGO | IL | 60615 | 362226282 | COMMUNITY SERVICES | IL | 501 (C) (3) | LINE 7 | UNIV OF CHICAGO | 0 | |||||
| UCMC COMMUNITY PHYSICIANS LLC | |||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 383865637 | PHYSICIAN SERVICES | IL | UNIV OF CHGO MEDICAL CTR | 0 | |||||||
| THE JOHN CRERAR FOUNDATION | |||||||||||||||
| 5730 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363155157 | SUPPORT THE LIBRARY | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| HYMEN MILGROM SUPPORTING ORGANIZATION | |||||||||||||||
| 33 N LASALLE ST SUITE 2131 | CHICAGO | IL | 60602 | 466789522 | SUPP EDUCATION RESEARCH | VA | 0 | ||||||||
| CHAPIN HALL CENTER FOR CHILDREN | |||||||||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | 362167012 | POLICY RESEARCH CENTER | IL | 501(C)(3) | LINE 7 | 0 | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA | ||||||||||||||
| UNIT 1-10 CULTURE PL OF REMMIN UNI | BEIJING | CH | CONSULTING | CH | UCHICAGO RESEARCH INTL | 0 | ||||||||
| CHARITABLE REMAINDER TRUSTS (90) | ||||||||||||||
| CHARITABLE RMDR TR | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | T | |||||||
| CHARITABLE LEAD TRUST (1) | ||||||||||||||
| CHARITABLE LEAD TR | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | T | |||||||
| POOLED INCOME FUND (1) | ||||||||||||||
| POOLED INCOME FUND | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | T | |||||||
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | ||||||||||||||
| 2/11 B JANGPURA A | NEW DEHLI | IN | CONSULTING | IN | 0 | 466471 | 0.51000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (41 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| A | 7399 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| B | 5046809 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| C | 71750000 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| N | 1591415 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| O | 91784563 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| P | 45068195 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| Q | 88734064 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| R | 34808196 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| S | 79306752 | CASH VALUE |
| PROPERTY HOLDING CORP | ||
| O | 55923 | CASH VALUE |
| PROPERTY HOLDING CORP | ||
| S | 100393 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| B | 25561810 | CASH VALUE |
| UNIVERSITY OF CHICAGO CHARTER SCHOOL | ||
| P | 5328728 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FDN | ||
| C | 1300921 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FDN | ||
| O | 364464 | CASH VALUE |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | ||
| B | 22466290 | CASH VALUE |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | ||
| Q | 38500000 | CASH VALUE |
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | ||
| B | 5000000 | CASH VALUE |
| NATIONAL OPINION RESEARCH CENTER | ||
| A | 843218 | CASH VALUE |
| NATIONAL OPINION RESEARCH CENTER | ||
| Q | 60338 | CASH VALUE |
| QUADRANGLE CLUB | ||
| B | 200000 | CASH VALUE |
| QUADRANGLE CLUB | ||
| S | 72422 | CASH VALUE |
| FERMI RESEARCH ALLIANCE | ||
| R | 972963 | CASH VALUE |
| UNIVERSITY OF CHICAGO CENTER IN PARIS | ||
| R | 1240204 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK) | ||
| N | 1312111 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK) | ||
| O | 2834984 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK) | ||
| Q | 683127 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK) | ||
| R | 5353 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK) | ||
| S | 3598196 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (SING) | ||
| N | 1764877 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (SING) | ||
| O | 2619096 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (SING) | ||
| Q | 788701 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (SING) | ||
| R | 428868 | CASH VALUE |
| UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (SING) | ||
| S | 5292394 | CASH VALUE |
| UNIVERSITY OF CHICAGO TRUST | ||
| C | 50000 | CASH VALUE |
| UCHICAGO RESEARCH INTERNATIONAL LTD | ||
| R | 2333510 | CASH VALUE |
| UNIVERSITY RESEARCH BANGLADESH | ||
| R | 600000 | CASH VALUE |
| UNIVERSITY OF CHICAGO FOUNDATION HONG KONG | ||
| C | 796537 | CASH VALUE |
| SOUTH EAST CHICAGO COMMISSION | ||
| O | 166724 | CASH VALUE |
| SOUTH EAST CHICAGO COMMISSION | ||
| R | 251968 | CASH VALUE |
| CHAPIN HALL CENTER FOR CHILDREN | ||
| R | 350000 | CASH VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I IDENTIFICATION OF DISREGARDED ENTITIES | Identifier |
| Explanation | THEORY & COMPUTING SCIENCES BUILDING TRUST - THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE THE BASIS FOR THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $$72,070,726 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2012 IS $9,277,671. UCHICAGO 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 $735 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. | Explanation |