2026-05-14T10:13:51+00:00 2025-06-30 920460586 PWC US TAX LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990 2024-07-01 363999692 University of Chicago Retiree Medical Trust UNIV 7738345819 5801 S ELLIS AVENUE Chicago IL 60637 Jennie Bennett ASSOCIATE VP FOR FINANCE 7738345819 2026-05-14 true TRAVIS L PATTON P00369623 2024141000 2026-05-14 2024 2025-03-06 01:10:19Z X IVAN SAMSTEIN 5801 S ELLIS AVENUE CHICAGO IL 60637 9051453 false X N/A X 1995 IL THE PURPOSE OF THE TRUST IS TO SUPPORT AND BENEFIT THE UNIVERSITY OF CHICAGO, A 501(C)(3) EXEMPT ORGANIZATION, BY PROVIDING MEDICAL REIMBURSEMENT ON BEHALF OF THE UNIVERSITY'S RETIRED FORMER EMPLOYEES. 1 1 0 0 0 0 0 0 0 39822192 4809105 0 887 39822192 4809992 0 0 0 0 0 0 0 0 0 11437 1323613 11437 1323613 39810755 3486379 122482409 134848617 0 0 122482409 134848617 THE PURPOSE OF THE TRUST IS TO SUPPORT AND BENEFIT THE UNIVERSITY OF CHICAGO, A 501(C)(3) EXEMPT ORGANIZATION, BY PROVIDING MEDICAL REIMBURSEMENT ON BEHALF OF THE UNIVERSITY'S RETIRED FORMER EMPLOYEES. false false 1322726 0 0 THE EXPENSES IN FY2025 WERE $2,194 FOR INVESTMENT FEES PAID. THE TRUST MADE DISBURSEMENTS OF $1,320,532 IN FY2025. 1322726 true false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 1 1 false false false false false false false false false false false false true false false false false false false false false false X Jennie Bennett 7738345819 5801 S ELLIS AVENUE CHICAGO IL 60637 X UNIVERSITY OF CHICAGO INSTITUTIONAL TRUSTEE 0.0 0 X 0 0 0 0 0 0 0 false false false NONE 0 0 0 0 0 0 0 3334805 3334805 0 0 5715761 4241461 1474300 0 1474300 1474300 MISCELLANOUS INCOME 900099 887 887 0 0 0 0 887 4809992 887 0 4809105 0 0 2194 2194 0 0 0 0 0 0 MEDICAL REIMBURSEMENT 1321419 1321419 0 0 0 0 0 0 1323613 1323613 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 122482409 134848617 0 0 0 0 0 0 122482409 134848617 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 122482409 134848617 0 0 122482409 134848617 122482409 134848617 3486379 8879829 0 X false true true false X X 1 UNIVERSITY OF CHICAGO 362177139 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF CHICAGO. THE ASC 740 FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY OF CHICAGO: The University of Chicago is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and, except for unrelated business income, are exempt from federal income taxes. There was no provision for income taxes due on unrelated business income in fiscal 2025 and 2024, and there are no uncertain tax positions considered to be material. Form 990, Part VI, Line 1a PART VI, LINE 1 THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST WAS CREATED BY THE UNIVERSITY OF CHICAGO, INSTITUTIONAL TRUSTEE OF THE TRUST. THE TRUST DOES NOT HAVE A SEPARATE GOVERNING BODY. Form 990, Part VI, Line 12a PART VI, LINE 12 THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST DOES NOT HAVE OFFICERS OR INDIVIDUAL TRUSTEES. THE UNIVERSITY OF CHICAGO, THE SOLE INSTITUTIONAL TRUSTEE OF THE TRUST, HAS A WRITTEN CONFLICT OF INTEREST POLICY AND THE OFFICERS AND TRUSTEES OF THE UNIVERSITY ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST QUESTIONNAIRES, WHICH INCLUDED ALL RELATED ORGANIZATIONS INCLUDING THE RETIREE MEDICAL TRUST. Form 990, Part VI, Line 13 PART VI, LINE 13 THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST DOES NOT HAVE ANY EMPLOYEES. THE UNIVERSITY OF CHICAGO, THE INSTITUTIONAL TRUSTEE, HAS A WRITTEN WHISTLEBLOWER POLICY. Form 990, Part VI, Line 14 PART VI, LINE 14 THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST DOES NOT HAVE A WRITTEN DOCUMENT RETENTION POLICY. THE UNIVERSITY OF CHICAGO, THE INSTITUTIONAL TRUSTEE OF THE RETIREE MEDICAL TRUST, DOES HAVE A WRITTEN DOCUMENT RETENTION POLICY. Form 990, Part VI, Line 15 PART VI, LINE 15 THERE ARE NO EMPLOYEES OF THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST. THE UNIVERSITY OF CHICAGO IS THE INSTITUTIONAL TRUSTEE. THE UNIVERSITY OF CHICAGO DOES HAVE A PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY. Form 990, Part VI, Line 8a Documentation of meetings held by governing body THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST IS A TRUST FOR THE REIMBURSEMENT OF MEDICAL EXPENSES INCURRED BY RETIRED FORMER EMPLOYEES. THE TRUST DOES NOT HAVE MEETINGS, NOR ITS OWN GOVERNING BOARD. THE UNIVERSITY OF CHICAGO IS THE SOLE INSTITUTIONAL TRUSTEE. THE UNIVERSITY OF CHICAGO HAS A GOVERNING BODY AND HAS DOCUMENTED MEETINGS. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE UNIVERSITY OF CHICAGO IS THE SOLE INSTITUTIONAL TRUSTEE. THE UNIVERSITY OF CHICAGO HAS DOCUMENTED COMMITTEE MEETINGS. Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO THE FILING OF THE FORM 990, A COPY OF THE TAX RETURN WAS PROVIDED TO THE VICE PRESIDENT AND CFO OF THE UNIVERSITY OF CHICAGO AND TO THE VICE PRESIDENT AND GENERAL COUNSEL OF THE UNIVERSITY OF CHICAGO. THE UNIVERSITY OF CHICAGO IS THE SOLE INSTITUTIONAL TRUSTEE OF THE RETIREE MEDICAL TRUST. Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST'S GOVERNING DOCUMENTS WOULD BE AVAILABLE UPON REQUEST AT THE UNIVERSITY OF CHICAGO. THE UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST DOES NOT HAVE AUDITED FINANCIAL STATEMENTS. 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Corporation false UCHICAGO (BEIJING) CONSULTING CO LTD UNIT 1-10 CULTURE PL OF REMMIN UNI BEIJING CH CONSULTING CH URI C Corporation false UCHICAGO CENTER IN INDIA PRIVATE LIMITED UNIT 5-10 GRD FL DLF CAPITAL POINT NEW DEHLI IN CONSULTING IN UChicago C Corporation false UCM SERVICES CORPORATION ONE INGALLS DRIVE HARVEY IL 60426 BILLING & MGMT IL UCMN C Corporation false VIEWFORTH EUROPEAN EQUITY FUND LIMITED 190 ELGIN AVENUE GRAND CAYMAN CJ KY19001 INVESTMENT CJ UChicago C Corporation false WHITEOAK AVOLUTION CO-INVESTMENT TRUST LEVEL 1 33 LOFTUS STREET SYDNEY AS NSW2000 INVESTMENT AS UChicago Trust false WHITEOAK IIB TRUST LEVEL 32 200 GEORGE STREET SYDNEY AS NSW,2000 INVESTMENT AS UChicago Trust false false false false false false false false false false false false false false false false true false false false