FURP.ORG / PUBLIC DATA EXPLORER

UNIVERSITY OF CHICAGO: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF CHICAGO (EIN 36-2177139)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202421349349306107
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T13:15:42+00:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362177139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone7738345819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16054 S Drexel AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJennie BennettPersonNm
Person TitleASSOCIATE VP FOR FINANCEPersonTitleTxt
Phone7738345819PhoneNum
Signature2024-05-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJenniePersonFirstNm
Person LastBennettPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL ALIVISATOSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S ELLIS AVENUEAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,792,893,716GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCHICAGO.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1890FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body56VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee28318TotalEmployeeCnt
Total Volunteers9144TotalVolunteersCnt
Total Gross UBI$16,325,129TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$9,023,951NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,192,372,791PYContributionsGrantsAmt
CY Contributions Grants$2,415,783,023CYContributionsGrantsAmt
PY Program Service Revenue$1,793,229,141PYProgramServiceRevenueAmt
CY Program Service Revenue$1,966,181,580CYProgramServiceRevenueAmt
PY Investment Income$547,341,286PYInvestmentIncomeAmt
CY Investment Income$200,735,877CYInvestmentIncomeAmt
PY Other Revenue$80,888,754PYOtherRevenueAmt
CY Other Revenue$76,858,731CYOtherRevenueAmt
PY Total Revenue$4,613,831,972PYTotalRevenueAmt
CY Total Revenue$4,659,559,211CYTotalRevenueAmt
PY Grants And Similar Paid$657,333,388PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$665,449,889CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,490,888,447PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,668,602,608CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$386,261PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$237,841CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,507,746CYTotalFundraisingExpenseAmt
PY Other Expenses$1,275,879,022PYOtherExpensesAmt
CY Other Expenses$1,494,650,963CYOtherExpensesAmt
PY Total Expenses$4,424,487,118PYTotalExpensesAmt
CY Total Expenses$4,828,941,301CYTotalExpensesAmt
PY Revenues Less Expenses$189,344,854PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$169,382,090CYRevenuesLessExpensesAmt
Total Assets BOY$14,408,247,538TotalAssetsBOYAmt
Total Assets EOY$14,662,331,676TotalAssetsEOYAmt
Total Liabilities BOY$5,809,316,020TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,167,197,542TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,598,931,518NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,495,134,134NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,531,269,890ExpenseAmt
Grant$0GrantAmt
Revenue$1,184,690,806RevenueAmt
DescInstruction: In 2022-2023, the University enrolled 18,568 students; of that total, 7,496 were undergraduate students in the college (the University's undergraduate school), 4,350 were graduate students, 6,172 were students in the University's professional schools and 550 were non-degree students.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,375,354,514ExpenseAmt
Grant$80,054,023GrantAmt
Revenue$588,737,760RevenueAmt
DescResearch: University of Chicago faculty cross traditional disciplinary boundaries to transform understandings in business, economics, history, law, literature, religion, physics, chemistry and biology and medicine, among other fields. In pursuit of these research endeavors, during fiscal year 2022-2023 the University was awarded a total of $755 million in research funding from federal agencies, non-federal government entities, corporations, foundations, and other sources. This fiscal year $542 million was expended from federal government sponsors of research, with the U.S. Department of Health and Human Services and the National Science Foundation providing the largest amounts of funding. Foundation research sponsorship awards totaled $66.4 million, followed by corporate research sponsorship of $60.6 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 $1,290.8 million annual budget and approximately 4,539 employees. Program Service research expenditures were $877.0 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 $607.8 million annual budget and approximately 2,079 employees.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$578,210,651ExpenseAmt
Grant$578,210,651GrantAmt
Revenue$0RevenueAmt
DescScholarships & Fellowships: The University meets 100% of a student's demonstrated need 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 2022-2023 academic year, approximately 50% 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 $583.7 million. Of this amount, approximately $429.1 million was provided from unrestricted funds; the remaining $154.6 million came from restricted sources. Approximately 20% of students in the College (the University's undergraduate college) currently receive Odyssey Scholarships. The Odyssey Scholarships provide increased access by providing scholarship support for first generation students and students with family incomes typically below $125,000. The Odyssey Scholarship also provides funds for other educational opportunities like study abroad and providing a paid internship after the student's first year in the College. In October 2014, The University launched the No Barriers Program to eliminate the student loan requirement from all undergraduate, need-based financial aid packages. The loans were replaced by the University with direct grants. Beginning with the class of 2024, the University's Empower initiative will provide a grant/scholarship award guaranteed to cover full-tuition for families earning less than $125,000 and full-tuition, fees and room and board for families earning less than $60,000. In 2019, the University announced a new funding model for doctoral students. All students are guaranteed full tuition support, paid health insurance and an annual stipend of at least $31,000, beginning with students enrolling in 2020-2021.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$548,385,182ExpenseAmt
Grant$7,185,215GrantAmt
Revenue$250,508,090RevenueAmt
DescThe other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of PlantDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$548,385,182TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$7,185,215TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$250,508,090TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,033,220,237TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document25512IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee28318EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountryBGForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members56GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jennie BennettBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7738345819PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16054 S DREXEL AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60637ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (86 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALVARO J SAIEH
TRUSTEE2.0Yes (X)$0$0$0
ANDREW M ALPER
TRUSTEE2.0Yes (X)$0$0$0
ANDREW M ROSENFIELD
TRUSTEE2.0Yes (X)$0$0$0
ANTONIO J GRACIAS
TRUSTEE2.0Yes (X)$0$0$0
ASHLEY D JOYCE
TRUSTEE2.0Yes (X)$0$0$0
Barry Fields
TRUSTEE2.0Yes (X)$0$0$0
BRADY W DOUGAN
TRUSTEE2.0Yes (X)$0$0$0
BRETT J HART
TRUSTEE2.0Yes (X)$0$0$0
BRIEN M O'BRIEN
TRUSTEE2.0Yes (X)$0$0$0
BYRON D TROTT
TRUSTEE2.0Yes (X)$0$0$0
DANIEL L DOCTOROFF
TRUSTEE2.0Yes (X)$0$0$0
DAVID G BOOTH
TRUSTEE2.0Yes (X)$0$0$0
DAVID M RUBENSTEIN
TRUSTEE2.0Yes (X)$0$0$0
DEBRA A CAFARO
TRUSTEE2.0Yes (X)$0$0$0
DENNIS J KELLER
TRUSTEE2.0Yes (X)$0$0$0
DONALD R WILSON JR
TRUSTEE2.0Yes (X)$0$0$0
EMILY NICKLIN
TRUSTEE2.0Yes (X)$0$0$0
EMMANUEL ROMAN
TRUSTEE2.0Yes (X)$0$0$0
FRANCIS T F YUEN
TRUSTEE2.0Yes (X)$0$0$0
FRANK A BAKER II
TRUSTEE2.0Yes (X)$0$0$0
GREGORY W WENDT
TRUSTEE2.0Yes (X)$0$0$0
GURU RAMAKRISHNAN
TRUSTEE2.0Yes (X)$0$0$0
HILARIE KOPLOW-MCADAMS
TRUSTEE2.0Yes (X)$0$0$0
Hilary Krane
TRUSTEE2.0Yes (X)$0$0$0
JAMES M KILTS
TRUSTEE2.0Yes (X)$0$0$0
JAMES S CROWN
TRUSTEE2.0Yes (X)$0$0$0
JASON J TYLER
TRUSTEE2.0Yes (X)$0$0$0
JOHN A EDWARDSON
TRUSTEE2.0Yes (X)$0$0$0
JOHN LIEW
TRUSTEE2.0Yes (X)$0$0$0
JOHN W ROGERS JR
TRUSTEE2.0Yes (X)$0$0$0
JOSEPH NEUBAUER
TRUSTEE2.0Yes (X)$0$0$0
KAREN L KATEN
TRUSTEE2.0Yes (X)$0$0$0
Katherine Adams
TRUSTEE2.0Yes (X)$0$0$0
KENNETH M JACOBS
TRUSTEE2.0Yes (X)$0$0$0
MARY A TOLAN
TRUSTEE2.0Yes (X)$0$0$0
MARY LOUISE GORNO
TRUSTEE2.0Yes (X)$0$0$0
MICHAEL J KLINGENSMITH
TRUSTEE2.0Yes (X)$0$0$0
MICHAEL P POLSKY
TRUSTEE2.0Yes (X)$0$0$0
MYRTLE S POTTER
TRUSTEE2.0Yes (X)$0$0$0
NASSEF O SAWIRIS
TRUSTEE2.0Yes (X)$0$0$0
Paul Carbone
TRUSTEE2.0Yes (X)$0$0$0
PAUL G YOVOVICH
TRUSTEE2.0Yes (X)$0$0$0
RACHEL D KOHLER
TRUSTEE2.0Yes (X)$0$0$0
Richard Gonzalez
TRUSTEE2.0Yes (X)$0$0$0
Richard Wallman
TRUSTEE2.0Yes (X)$0$0$0
RIKA MANSUETO
TRUSTEE2.0Yes (X)$0$0$0
RODNEY L GOLDSTEIN
TRUSTEE2.0Yes (X)$0$0$0
SANFORD J GROSSMAN
TRUSTEE2.0Yes (X)$0$0$0
SATYA NADELLA
TRUSTEE2.0Yes (X)$0$0$0
STEVEN A KERSTEN
TRUSTEE2.0Yes (X)$0$0$0
TANDEAN RUSTANDY
TRUSTEE2.0Yes (X)$0$0$0
THOMAS A COLE
TRUSTEE2.0Yes (X)$0$0$0
THOMAS F DUNN
TRUSTEE2.0Yes (X)$0$0$0
THOMAS J PRITZKER
TRUSTEE2.0Yes (X)$0$0$0
Valerie Jarrett
TRUSTEE2.0Yes (X)$0$0$0
Vasant Narasimhan
TRUSTEE2.0Yes (X)$0$0$0
A Paul Alivisatos
PRESIDENT40.0$1,832,579$0$293,20816.0Yes (X)
Andrew Ward
VP AND CHIEF INVEST. OFFICER40.0$2,328,537$0$61,039Yes (X)
Armin Afsahi
VP FOR ALUMNI RELATIONS AND DEV.40.0$0$0$0Yes (X)
Catherine Callow-Wright
VP & SECRETARY OF THE UNIVERSITY40.0$717,029$0$61,61415.0Yes (X)
Christian Mitchell
VP CIVIC ENGAGEMENT40.0$0$0$0Yes (X)
Derek Douglas
VP CIVIC ENGAGEMENT40.0$889,958$0$52,5954.0Yes (X)
James Nondorf
VP ENROLL. & STUDENT ADV.40.0$1,393,901$0$39,212Yes (X)
Joel Hamernick
interim VP CIVIC ENGAGEMENT40.0$211,438$0$36,052Yes (X)
Juan Jose De Pablo
VP FOR NATIONAL LABORATORIES40.0$827,686$0$64,0955.0Yes (X)
Ka Yee Christina Lee
PROVOST40.0$866,502$0$54,9975.0Yes (X)
Katherine Baicker
PROVOST40.0$752,616$0$48,4274.0Yes (X)
Kenneth S Polonsky
EXEC. VP MEDICAL AFFAIRS40.0$2,468,390$0$330,6934.0Yes (X)
Kimberly Taylor
VP & GENERAL COUNSEL40.0$866,050$0$64,4648.0Yes (X)
Laila Rashid
VP &A ASSOCIATE DEAN40.0$724,475$0$24,776Yes (X)
Lori Berko
SECRETARY40.0$529,281$0$39,1134.0Yes (X)
Mark Anderson
EXEC. VP MEDICAL AFFAIRS40.0$669,519$0$32,76317.0Yes (X)
MaryFrances McCourt
CHIEF FINANCIAL OFFICER40.0$1,020,317$0$50,8229.0Yes (X)
Michele Rasmussen
DEAN OF STUDENTS40.0$453,260$0$36,293Yes (X)
Paul Rand
VP COMMUNICATIONS40.0$536,098$0$63,261Yes (X)
Madhav Rajan
DEAN BOOTH SCHOOL OF BUSINESS40.0$1,339,417$0$40,918Yes (X)
DAVID BARCLAY
CHIEF OPERATING OFFICER CRSP$0$2,290,062$34,97240.0Yes (X)
David Strauss
PROFESSOR OF LAW40.0$1,929,152$0$52,171Yes (X)
Luca Vricella
PROFESSOR OF SURGERY40.0$1,746,485$0$59,109Yes (X)
Matthew Stone
Managing Director of Public Markets40.0$1,826,321$0$47,960Yes (X)
Valluvan Jeevanandam
CHIEF CARDIAC & THORACIC SURG.40.0$1,797,900$0$45,368Yes (X)
Brett Padgett
INTERIM VP & CHIEF FINANCIAL OFFICER$414,575$0$48,570Yes (X)
Ivan Samstein
VP & CHIEF FINANCIAL OFFICER$0$1,193,414$211,34840.0Yes (X)
Patrick O'Hara
INTERIM CHIEF INVESTMENT OFFICER40.0$1,355,215$0$53,062Yes (X)
Robert J Zimmer
FORMER PRESIDENT40.0$3,314,058$0$108,881Yes (X)
Sharon Marine
VP ALUMNI RELATIONS & DEVL.40.0$1,306,741$0$33,078Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$32,117,500TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,483,476TotReportableCompRltdOrgAmt
Total Other Compensation$2,088,861TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6243IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMERICAN POWERNET MGMT LP
17350 STATE HWY 249HoustonTX770641132Utilities$24,993,830
CHARTWELLS DINING SERVICES
525 S State StChicagoIL60605FOOD SERVICES$20,245,494
BULLEY REWS LLC
1755 W Armitage AveCHICAGOIL60622Construction$16,201,417
CLARK CONSTRUCTION GROUP
216 S Jefferson St 502CHICAGOIL60661CONSTRUCTION$13,627,791
FISHER SCIENTIFIC COMPANY LLC
300 Industry DrivePittsburghPA15275Lab equipment$12,474,409
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1168CntrctRcvdGreaterThan100KCnt
Fundraising$190,070FundraisingAmt
Related Organizations$71,750,000RelatedOrganizationsAmt
Government Grants$1,772,029,169GovernmentGrantsAmt
All Other Contributions$571,813,784AllOtherContributionsAmt
Noncash Contributions$129,488,849NoncashContributionsAmt
Total Contributions$2,415,783,023TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611310$1,184,690,806$1,184,690,806
Sales & Services Edu611310$588,737,760$588,737,760
Sales & Services Aux611710$132,833,775$132,833,775
Fees from Govt Agencies900099$59,919,239$59,919,239

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,966,181,580TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,636,970TotalRevenueColumnAmt
Unrelated Business Revenue$9,023,951UnrelatedBusinessRevenueAmt
Exclusion$73,613,019ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,633,089TotalRevenueColumnAmt
Related Or Exempt Func Income$1,681,084RelatedOrExemptFuncIncomeAmt
Exclusion$11,952,005ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,240,974,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,117,739,124SecuritiesAmt
Other$5,135,969OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$123,234,876SecuritiesAmt
Other-$5,135,969OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$118,098,907TotalRevenueColumnAmt
Exclusion$118,098,907ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$88,313FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$190,070ContriRptFundraisingEventAmt
Fundraising Direct Expenses$237,841FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$149,528TotalRevenueColumnAmt
Exclusion-$149,528ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$52,979,029GrossSalesOfInventoryAmt
Cost Of Goods Sold$10,221,571CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,757,458TotalRevenueColumnAmt
Related Or Exempt Func Income$42,757,458RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Conferences and Catering722320$6,040,601$6,040,601
Actuarial Adjustment900099$3,026,753$3,026,753
Press511130$1,260,577$1,260,577

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,289,781TotalRevenueColumnAmt
Related Or Exempt Func Income$10,289,781RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,617,712OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,659,559,211TotalRevenueColumnAmt
Related Or Exempt Func Income$2,023,936,656RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,325,129UnrelatedBusinessRevenueAmt
Exclusion$203,514,403ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75,445,781TotalAmt
Program Services$75,445,781ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$574,201,584TotalAmt
Program Services$574,201,584ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$15,802,524TotalAmt
Program Services$15,802,524ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,131,097TotalAmt
Management And General$20,874,514ManagementAndGeneralAmt
Fundraising$256,583FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,178,885,754TotalAmt
Program Services$1,824,300,837ProgramServicesAmt
Management And General$313,048,813ManagementAndGeneralAmt
Fundraising$41,536,104FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$135,127,781TotalAmt
Program Services$84,352,165ProgramServicesAmt
Management And General$48,057,143ManagementAndGeneralAmt
Fundraising$2,718,473FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$209,088,253TotalAmt
Program Services$175,745,276ProgramServicesAmt
Management And General$27,963,262ManagementAndGeneralAmt
Fundraising$5,379,715FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$124,369,723TotalAmt
Program Services$78,410,930ProgramServicesAmt
Management And General$43,431,792ManagementAndGeneralAmt
Fundraising$2,527,001FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$51,186,970TotalAmt
Program Services$40,971,603ProgramServicesAmt
Management And General$8,777,926ManagementAndGeneralAmt
Fundraising$1,437,441FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,961,908TotalAmt
Program Services$193,022ProgramServicesAmt
Management And General$13,768,886ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,276,696TotalAmt
Management And General$4,276,696ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,310TotalAmt
Management And General$2,310ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$237,841TotalAmt
Fundraising$237,841FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,536,641TotalAmt
Program Services$5,536,641ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$406,640,994TotalAmt
Program Services$341,879,798ProgramServicesAmt
Management And General$64,761,196ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,948,839TotalAmt
Program Services$7,929,991ProgramServicesAmt
Management And General$18,848ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$266,244,687TotalAmt
Program Services$201,652,416ProgramServicesAmt
Management And General$60,155,856ManagementAndGeneralAmt
Fundraising$4,436,415FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$69,107,320TotalAmt
Program Services$41,653,866ProgramServicesAmt
Management And General$26,538,608ManagementAndGeneralAmt
Fundraising$914,846FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,220,090TotalAmt
Program Services$11,092,802ProgramServicesAmt
Management And General$127,288ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$109,860,581TotalAmt
Program Services$90,035,850ProgramServicesAmt
Management And General$18,344,413ManagementAndGeneralAmt
Fundraising$1,480,318FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$59,022,499TotalAmt
Program Services$46,762,879ProgramServicesAmt
Management And General$10,922,870ManagementAndGeneralAmt
Fundraising$1,336,750FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,117,348TotalAmt
Program Services$45,277,074ProgramServicesAmt
Management And General$10,355,217ManagementAndGeneralAmt
Fundraising$1,485,057FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$159,775,628TotalAmt
Program Services$159,775,628ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$7,961,738TotalAmt
Management And General$7,961,738ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$212,402,209TotalAmt
Program Services$212,397,681ProgramServicesAmt
Management And General$4,528ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,369,527TotalAmt
Program Services$12,258,633ProgramServicesAmt
Management And General$1,100,341ManagementAndGeneralAmt
Fundraising$10,553FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Actuarial Adjustments-$90,830,856-$90,830,856
Support Services$64,907,397$55,656,131$7,561,582$1,689,684
Equipment Rental & Maintenance$67,046,052$43,274,592$22,811,867$959,593
Alterations & Repairs$32,872,148$25,344,191$6,855,514$672,443

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$34,979,763TotalAmt
Program Services-$45,900,802ProgramServicesAmt
Management And General$5,492,110ManagementAndGeneralAmt
Fundraising$5,428,929FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,828,941,301TotalAmt
Program Services$4,033,220,237ProgramServicesAmt
Management And General$723,213,318ManagementAndGeneralAmt
Fundraising$72,507,746FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$64,149,714BOYAmt
EOY$64,481,549EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$153,723,805BOYAmt
EOY$178,648,120EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,384,938,361BOYAmt
EOY$1,420,720,260EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$76,593,098BOYAmt
EOY$80,559,414EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,010,000BOYAmt
EOY$1,250,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$65,292,840BOYAmt
EOY$65,648,101EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,869,421BOYAmt
EOY$4,999,163EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$178,487,192BOYAmt
EOY$238,293,589EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,295,222,020LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,123,295,427LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,169,758,689BOYAmt
EOY$3,171,926,593EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,118,319,757BOYAmt
EOY$3,314,778,317EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,974,756,958BOYAmt
EOY$5,877,054,828EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$218,347,703BOYAmt
EOY$243,971,742EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,408,247,538BOYAmt
EOY$14,662,331,676EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$646,404,989BOYAmt
EOY$600,259,133EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$293,940,311BOYAmt
EOY$290,018,298EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,683,120,038BOYAmt
EOY$1,843,400,993EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$39,825,724BOYAmt
EOY$37,547,182EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,595,922,730BOYAmt
EOY$2,880,435,471EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$550,102,228BOYAmt
EOY$515,536,465EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,809,316,020BOYAmt
EOY$6,167,197,542EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$919,021,718BOYAmt
EOY$780,531,371EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,679,909,800BOYAmt
EOY$7,714,602,763EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,598,931,518BOYAmt
EOY$8,495,134,134EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,408,247,538BOYAmt
EOY$14,662,331,676EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$169,382,090ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$65,584,706NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,445,344,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,727,925,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,873,493,993CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,192,372,792CurrentTaxYearMinus1YearAmt
Current Tax Year$2,415,783,023CurrentTaxYearAmt
Total$10,654,919,604TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,445,344,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,727,925,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,873,493,993CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,192,372,792CurrentTaxYearMinus1YearAmt
Current Tax Year$2,415,783,023CurrentTaxYearAmt
Total$10,654,919,604TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,254,412SubstantialContributorsTotAmt
Public Support Total170$10,651,665,192PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,751,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,082,442CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,029,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$126,280,620CurrentTaxYearMinus1YearAmt
Current Tax Year$85,565,024CurrentTaxYearAmt
Total$507,708,920TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,369,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,630CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,951CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$466,158CurrentTaxYearMinus1YearAmt
Current Tax Year$9,023,951CurrentTaxYearAmt
Total$13,018,849TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,145,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,672,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,015,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,563,170CurrentTaxYearMinus1YearAmt
Current Tax Year$56,073,992CurrentTaxYearAmt
Total$259,470,712TotalAmt
FieldValueIRS element (for citing)
Total Support$11,435,118,085TotalSupportAmt
Gross Receipts Rltd Activities$8,764,462,217GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9315PublicSupportCY170Pct
Public Support PY1700.9220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II SCHEDULE A, PART IITHE UNIVERSITY OF CHICAGO IS A SCHOOL; HOWEVER IN ORDER TO USE THE SPECIAL USE ON SCHEDULE B FOR A 501(C)(3) ORGANIZATION, IT IS NECESSARY TO COMPLETE SCHEDULE A, PART II TO DEMONSTRATE THAT THE UNIVERSITY MEETS THE 33 1/3% PUBLIC SUPPORT TEST. THEREFORE THE UNIVERSITY IS CLASSIFIED IN PART I LINE 7 AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENT UNIT OR FROM THE GENERAL PUBLIC.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - SALE OF INVENTORY, COLUMN A - 39333310.0, COLUMN B - 36408650.0, COLUMN C - 38867169.0, COLUMN D - 45504625.0, COLUMN E - 42757458.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - ACTUARIAL ADJUSTMENT, COLUMN A - 2518280.0, COLUMN B - 3367210.0, COLUMN C - 5624268.0, COLUMN D - 9691169.0, COLUMN E - 3026753.0, COLUMN F - 24227680.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 5294230.0, COLUMN B - 8896364.0, COLUMN C - 3524069.0, COLUMN D - 4367376.0, COLUMN E - 10289781.0, COLUMN F - 32371820.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$308,803DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$308,803TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 Lobbying ActivitiesTHE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYTHE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,472,886,717BeginningYearBalanceAmt
Contributions$201,510,916ContributionsAmt
Investment Earnings Or Losses$265,392,209InvestmentEarningsOrLossesAmt
Grants Or Scholarships$83,782,462GrantsOrScholarshipsAmt
Other Expenditures$377,528,774OtherExpendituresAmt
Administrative Expenses$21,809,134AdministrativeExpensesAmt
End Year Balance$8,456,669,472EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,484,454,182BeginningYearBalanceAmt
Contributions$211,589,989ContributionsAmt
Investment Earnings Or Losses-$804,238,065InvestmentEarningsOrLossesAmt
Grants Or Scholarships$76,170,946GrantsOrScholarshipsAmt
Other Expenditures$319,388,028OtherExpendituresAmt
Administrative Expenses$23,360,415AdministrativeExpensesAmt
End Year Balance$8,472,886,717EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,116,270,400BeginningYearBalanceAmt
Contributions$165,642,922ContributionsAmt
Investment Earnings Or Losses$2,625,667,859InvestmentEarningsOrLossesAmt
Grants Or Scholarships$71,422,158GrantsOrScholarshipsAmt
Other Expenditures$331,298,363OtherExpendituresAmt
Administrative Expenses$20,406,478AdministrativeExpensesAmt
End Year Balance$9,484,454,182EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,161,288,450BeginningYearBalanceAmt
Contributions$164,534,768ContributionsAmt
Investment Earnings Or Losses$216,309,392InvestmentEarningsOrLossesAmt
Grants Or Scholarships$67,411,795GrantsOrScholarshipsAmt
Other Expenditures$337,614,821OtherExpendituresAmt
Administrative Expenses$20,835,594AdministrativeExpensesAmt
End Year Balance$7,116,270,400EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,925,641,100BeginningYearBalanceAmt
Contributions$182,817,930ContributionsAmt
Investment Earnings Or Losses$476,958,234InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,583,071GrantsOrScholarshipsAmt
Other Expenditures$342,442,537OtherExpendituresAmt
Administrative Expenses$17,103,206AdministrativeExpensesAmt
End Year Balance$7,161,288,450EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,000,534OtherCostOrOtherBasisAmt
Book Value$98,000,534BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,060,567,528OtherCostOrOtherBasisAmt
Depreciation$2,254,633,927DepreciationAmt
Book Value$2,805,933,601BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$653,322,415OtherCostOrOtherBasisAmt
Depreciation$469,799,558DepreciationAmt
Book Value$183,522,857BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$483,331,543OtherCostOrOtherBasisAmt
Depreciation$398,861,942DepreciationAmt
Book Value$84,469,601BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,171,926,593TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$960,338,645F
VENTURE CAPITAL$4,916,716,183F
FieldValueIRS element (for citing)
Total Book Value Securities$5,877,054,828TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN CUSTODY FOR OTHERSDesc
Amt$515,536,465Amt
FieldValueIRS element (for citing)
Total Liability$515,536,465TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,413,412,326TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$65,157,276NetUnrealizedGainsInvstAmt
Other Revenue$28,407,357OtherRevenueAmt
Revenue Not Reported$93,564,633RevenueNotReportedAmt
Revenue Subtotal$3,319,847,693RevenueSubtotalAmt
Investment Expenses Not Incld$5,536,641InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,334,174,877OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,339,711,518RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,659,559,211TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,601,846,326TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$90,344,795OtherExpensesIncludedAmt
Expenses Not Reported$90,344,795ExpensesNotReportedAmt
Expenses Subtotal$3,511,501,531ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,536,641InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,311,903,129OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,317,439,770ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,828,941,301TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II, Line 4 PART II, LINE 4THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS - THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND the University of Chicago Institute for the Study of Ancient Cultures(ISAC). 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 ISAC 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.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY'S USE OF ENDOWMENT FUNDS IS INSEPARABLE FROM THE OVERALL ACADEMIC MISSION AS ONE OF THE WORLD'S LEADING RESEARCH UNIVERSITIES. ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS; SUPPORT PROFESSORSHIPS; SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS; SUPPORT THE ACQUISITION, RESTORATION AND PRESERVATION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES; AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT, GROUNDS, AND EQUIPMENT.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE UNIVERSITY OF CHICAGO IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2023 AND 2022 AND THERE ARE NO UNCERTAIN TAX POSITIONS CONSIDERED TO BE MATERIAL.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990COST OF DISPOSED EQUIPMENT - 5135969 COST OF GOODS SOLD - 10221572 RELATED ORGANIZATIONS - 13049816
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDISREGARDED ENTITIES - 1334174877
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990DISPOSAL OF EQUIPMENT - 5135969 COST OF GOODS SOLD - 10221572 RELATED ORGANIZATIONS - 74987254
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsDISREGARDED ENTITIES - 1311903129

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE 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, CATALOGS AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)241Program ServicesINSTRUCTION$24,073,100
Sub-Saharan Africa00Program ServicesINSTRUCTION$98,862
East Asia and the Pacific226Program ServicesINSTRUCTION$21,144,887
North America (Canada & Mexico only)00Program ServicesINSTRUCTION$168,808
Middle East and North Africa02Program ServicesINSTRUCTION$338,305
Europe (Including Iceland and Greenland)024Program ServicesRESEARCH$1,008,645
Russia and Neighboring States04Program ServicesRESEARCH$200,500
East Asia and the Pacific212Program ServicesRESEARCH$845,096
South Asia277Program ServicesRESEARCH$2,582,308
Middle East and North Africa016Program ServicesRESEARCH$1,043,645
South America00Program ServicesRESEARCH$483,496
Antarctica06Program ServicesRESEARCH$557,907
Europe (Including Iceland and Greenland)00Program ServicesSUBAWARDS$1,718,059
Russia and Neighboring States00Program ServicesSUBAWARDS$210,784
Sub-Saharan Africa00Program ServicesSUBAWARDS$664,359
East Asia and the Pacific00Program ServicesSUBAWARDS$1,428,872
South Asia00Program ServicesSUBAWARDS$288,413
North America (Canada & Mexico only)00Program ServicesSUBAWARDS$203,009
South America00Program ServicesSUBAWARDS$95,046
Europe (Including Iceland and Greenland)00Fundraising$213,066
Sub-Saharan Africa00Fundraising$16,414
East Asia and the Pacific00Fundraising$60,132
Europe (Including Iceland and Greenland)00Program ServicesScholarship & Stipends$4,180,338
Russia and Neighboring States00Program ServicesScholarship & Stipends$198,564
Sub-Saharan Africa00Program ServicesScholarship & Stipends$566,974
East Asia and the Pacific00Program ServicesScholarship & Stipends$3,594,437
South Asia00Program ServicesScholarship & Stipends$584,447
North America (Canada & Mexico only)00Program ServicesScholarship & Stipends$901,719
Middle East and North Africa00Program ServicesScholarship & Stipends$476,915
South America00Program ServicesScholarship & Stipends$670,588
Central America and the Caribbean00Program ServicesScholarship & Stipends$20,000
Europe (Including Iceland and Greenland)00Investments$811,557,651
Sub-Saharan Africa00Investments$221,432,854
East Asia and the Pacific00Investments$12,901,703
North America (Canada & Mexico only)00Investments$44,241,866
Central America and the Caribbean00Investments$3,893,155,777
FieldValueIRS element (for citing)
Subtotal Offices8SubtotalOfficesCnt
Subtotal Employees208SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office8TotalOfficeCnt
Total Employee208TotalEmployeeCnt
Subtotal Spent$56,567,633SubtotalSpentAmt
Continuation Spent$4,995,359,913ContinuationSpentAmt
Total Spent$5,051,927,546TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (41 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Subaward$25Wire
Europe (Including Iceland and Greenland)Subaward$300,000Wire
Europe (Including Iceland and Greenland)Subaward$5,000Wire
Sub-Saharan AfricaSubaward$27,600Wire
Sub-Saharan AfricaSubaward$180,000Wire
Europe (Including Iceland and Greenland)Subaward$198,714Wire
South AsiaSubaward$44,331Wire
South AsiaSubaward$39,953Wire
Europe (Including Iceland and Greenland)Subaward$34,822Wire
South AsiaSubaward$10,000Wire
South AsiaSubaward$134,475Wire
Sub-Saharan AfricaSubaward$35,502Wire
Europe (Including Iceland and Greenland)Subaward$7,063Wire
North America (Canada & Mexico only)Subaward$64,234Wire
Europe (Including Iceland and Greenland)Subaward$20,588Wire
Russia and Neighboring StatesSubaward$98,874Wire
Sub-Saharan AfricaSubaward$55,469Wire
Europe (Including Iceland and Greenland)Subaward$913,043Wire
South AmericaSubaward$18,115Wire
Sub-Saharan AfricaSubaward$37,756Wire
East Asia and the PacificSubaward$205,411Wire
Russia and Neighboring StatesSubaward$111,910Wire
Sub-Saharan AfricaSubaward$158,276Wire
East Asia and the PacificSubaward$7,557Wire
North America (Canada & Mexico only)Subaward$9,243Wire
East Asia and the PacificSubaward$880,233Wire
South AmericaSubaward$76,931Wire
Europe (Including Iceland and Greenland)Subaward$48,695Wire
Europe (Including Iceland and Greenland)Subaward$51,491Wire
North America (Canada & Mexico only)Subaward$5,200Wire
Europe (Including Iceland and Greenland)Subaward$49,905Wire
North America (Canada & Mexico only)Subaward$124,332Wire
South AsiaSubaward$25,230Wire
South AsiaSubaward$34,424Wire
Sub-Saharan AfricaSubaward$17,751Wire
Sub-Saharan AfricaSubaward$100,938Wire
Europe (Including Iceland and Greenland)Subaward$64,329Wire
East Asia and the PacificSubaward$331,237Wire
East Asia and the PacificSubaward$4,435Wire
Europe (Including Iceland and Greenland)Subaward$24,384Wire
Sub-Saharan AfricaSubaward$51,066Wire
FieldValueIRS element (for citing)
Total501c3 Org41Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (17 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Student AidEast Asia and the Pacific126$2,869,261Check or Wire
Student AidEurope (Including Iceland and Greenland)88$3,640,806Check or Wire
Student AidMiddle East and North Africa16$410,480Check or Wire
Student AidNorth America (Canada & Mexico only)19$793,469Check or Wire
Student AidRussia and Neighboring States8$188,564Check or Wire
Student AidSouth America11$610,063Check or Wire
Student AidSouth Asia20$515,035Check or Wire
Student AidSub-Saharan Africa12$434,586Check or Wire
Summer GrantsCentral America and the Caribbean4$20,000Check or Wire
Summer GrantsEast Asia and the Pacific242$725,176Check or Wire
Summer GrantsEurope (Including Iceland and Greenland)174$539,532Check or Wire
Summer GrantsMiddle East and North Africa15$66,435Check or Wire
Summer GrantsNorth America (Canada & Mexico only)29$108,250Check or Wire
Summer GrantsRussia and Neighboring States2$10,000Check or Wire
Summer GrantsSouth America15$60,525Check or Wire
Summer GrantsSouth Asia25$69,412Check or Wire
Summer GrantsSub-Saharan Africa41$132,388Check or Wire
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE 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.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsEAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Wilson Bennett Technology IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12239 Bill Foster Memorial Hwy SuiteAddressLine1Txt
Address Line2EAddressLine2Txt
CityCabotCityNm
State AbbreviationARStateAbbreviationCd
ZIP72023ZIPCd
FieldValueIRS element (for citing)
ActivityTELEMARKETINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$546,030GrossReceiptsAmt
Retained By Contractor$482,242RetainedByContractorAmt
Net To Organization$63,788NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$546,030TotalGrossReceiptsAmt
Total Retained By Contractors$482,242TotalRetainedByContractorsAmt
Total Net To Organization$63,788TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dewey Dance 2023Event1Nm
Gross Receipts Event1$122,920GrossReceiptsEvent1Amt
Charitable Contri Event1$111,885CharitableContriEvent1Amt
Gross Revenue Event1$11,035GrossRevenueEvent1Amt
Non Cash Prizes Event1$10,000NonCashPrizesEvent1Amt
Rent Facility Costs Event1$57,055RentFacilityCostsEvent1Amt
Food And Beverage Event1$28,212FoodAndBeverageEvent1Amt
Entertainment Event1$7,013EntertainmentEvent1Amt
Other Direct Expenses Event1$14,223OtherDirectExpensesEvent1Amt
Event2Court GalaEvent2Nm
Gross Receipts Event2$155,463GrossReceiptsEvent2Amt
Charitable Contri Event2$78,185CharitableContriEvent2Amt
Gross Revenue Event2$77,278GrossRevenueEvent2Amt
Rent Facility Costs Event2$21,375RentFacilityCostsEvent2Amt
Food And Beverage Event2$51,880FoodAndBeverageEvent2Amt
Entertainment Event2$1,200EntertainmentEvent2Amt
Other Direct Expenses Event2$46,883OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$278,383GrossReceiptsTotalAmt
Charitable Contributions Tot$190,070CharitableContributionsTotAmt
Gross Revenue Total Events$88,313GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$10,000NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$78,430RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$80,092FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,213EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$61,106OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$237,841DirectExpenseSummaryEventsAmt
Net Income Summary-$149,528NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) payment of fees or payment of expensesFormAndLineReferenceDesc
ExplanationWILSON BENNETT TECHNOLOGY INC.-MONTHLY INSTALLMENTS $482,242 NO INDIVIDUAL BILLING FOR WHITELISTING OR SHIPPING.;ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (191 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Access Community Health Network
1501 S California AvenueChicagoIL60608363317058501 (C) (3)$268,686Subaward
Adventist Health System
601 East Rollins Street Box 37OrlandoFL328031248590724459501 (C) (3)$14,598Subaward
Advocate Health and Hospitals Corporation
3075 Highland Parkway Suite 600Downers GroveIL60515362169147501 (C) (3)$473,177Subaward
AIDS Action Coalition of Huntsville
600 Saint Clair Ave SW Ste 3HuntsvilleAL358015057570889447501 (C) (3)$80,544Subaward
Albany Medical College
47 New Scotland Avenue MC-136AlbanyNY12208141338310501 (C) (3)$104,446Subaward
Alliance of Chicago Community Health Services L3C
215 W Ohio Street 4th FloorChicagoIL60654364444309$232,600Subaward
American Association of Physicists in Medicine
1631 Prince StreetAlexandriaVA22314237057224501 (C) (3)$51,880Subaward
American College of Radiology
1891 Preston White DriveRestonVA201914326362261602501 (C) (3)$5,208,635Subaward
Arizona State University
PO Box 2260TempeAZ852802260866051042501 (C) (3)$160,979Subaward
Associated Universities Inc
1400 16th Street NW Suite 730WashingtonDC200362252111630900501 (C) (3)$22,007Subaward
Austin Peay State University
601 College Street Box 4517ClarksvilleTN37044620646576501 (C) (3)$15,787Subaward
Baylor College of Medicine
One Baylor Plaza BCM 200HoustonTX770303498741613878501 (C) (3)$91,301Subaward
Baystate Medical Center Inc
759 Chestnut StreetSpringfieldMA01199042790311501 (C) (3)$15,554Subaward
Birmingham AIDS Outreach Inc
205 32nd Street SBirminghamAL35233630948495501 (C) (3)$63,248Subaward
Black Belt African American Genealogical & Historical Society
PO Box 971SelmaAL36702501 (C) (3)$20,000Subaward
Board of Education of the City of Chicago
42 West Madison StreetChicagoIL606024309366005821Govt$28,592Subaward
Boston College
140 Commonwealth AvenueChestnut HillMA02467042103545501 (C) (3)$14,619Subaward
Boston University
595 Commonwealth Avenue Suite 700BostonMA02215042103547501 (C) (3)$17,573Subaward
Brigham and Women's Hospital
101 Huntington Street Suite 305BostonMA02199042312909501 (C) (3)$145,124Subaward
Brightstar Community Outreach Inc
4518 S Cottage Grove AvenueChicagoIL606534395262007088501 (C) (3)$80,279Subaward
Brown University
121 South Main StreetProvidenceRI02903050258809501 (C) (3)$27,247Subaward
California Institute of Technology
1200 E California BoulevardPasadenaCA911250001951643307501 (C) (3)$302,633Subaward
California State University Fullerton
800 N State College BlvdFullertonCA928313547956006691Govt$68,852Subaward
Carnegie Mellon University
5000 Forbes Avenue WQED BuildingPittsburghPA152133890250969449501 (C) (3)$154,322Subaward
Case Western Reserve University
10900 Euclid AvenueClevelandOH441067037341018992501 (C) (3)$191,906Subaward
Center for Computational Science Research Inc dba Open Commons Consortium
20 W Kinzie Street Floor 17ChicagoIL60654261866627501 (C) (3)$179,076Subaward
Center for Health Care Strategies Inc
200 American Metro Blvd Suite 119HamiltonNJ086192311223375015501 (C) (3)$282,067Subaward
Chicago Department of Public Health
333 S State Street Room 200ChicagoIL60604366005820Govt$27,090Subaward
Chicago Hyde Park Village
5500 S Woodlawn AvenueChicagoIL606371621900798416501 (C) (3)$41,071Subaward
Chicago State University
9501 S King DriveChicagoIL60628362580815Govt$92,346Subaward
Children's Hospital Boston
300 Longwood AvenueBostonMA02115042774441501 (C) (3)$15,949Subaward
Children's Hospital Los Angeles
4650 Sunset BoulevardLos AngelesCA900276062951690977501 (C) (3)$10,000Subaward
Children's Hospital Medical Center (Cincinnati)
3333 Burnett AvenueCincinnatiOH46202310833936501 (C) (3)$246,605Subaward
Children's Hospital of Orange County
1201 W La Veta AvenueOrangeCA928684203952321786501 (C) (3)$15,401Subaward
Children's National Research Institute
111 Michigan Avenue NWWashingtonDC20010521640403501 (C) (3)$12,681Subaward
Cincinnati Children's Hospital Medical Center
3333 Burnet Avenue ML 7030CincinnatiOH452293039310833936501 (C) (3)$25,922Subaward
City of Hope
1500 E Duarte RdDuarteCA91010953435919501 (C) (3)$47,034Subaward
City University of New York
160 Convent AvenueNew YorkNY10031133860474Govt$107,588Subaward
Colorado State University
1872 Campus DeliveryFort CollinsCO805236003237098397Govt$249,408Subaward
Columbia University
615 W 135th StreetNew YorkNY10027135598093501 (C) (3)$333,098Subaward
Cornell University
395 Pine Tree Road Suite 302IthacaNY14850150532082501 (C) (3)$743,948Subaward
Dana Farber Cancer Institute
44 Binney Street MS OS-385BostonMA02115042263040501 (C) (3)$32,059Subaward
Dartmouth College
11 Rope Ferry RoadHanoverNH03755020222111501 (C) (3)$62,196Subaward
Data 2 Insight LLC
505 Broadway E 394SeattleWA98102274213809$31,455Subaward
De Paul University
1 East Jackson BoulevardChicagoIL60604362167048501 (C) (3)$108,238Subaward
Duke University
2200 West Main Street Suite 300DurhamNC27705560532129501 (C) (3)$169,609Subaward
East Tennessee State University
PO Box 70601Johnson CityTN376141708237092731Govt$41,165Subaward
Education Development Center Inc
43 Foundry AvenueWalthamMA02453042241718501 (C) (3)$11,025Subaward
Embry-Riddle Aeronautical University
1 Aerospace BlvdDaytona BeachFL321143910590936101501 (C) (3)$32,549Subaward
Emory University
1599 Clifton Road 3rd FloorAtlantaGA30322580566256501 (C) (3)$291,277Subaward
Fellowship for Interpretation of Genomes
15 W 155 81st StreetBurr RidgeIL60527141883085501 (C) (3)$755,369Subaward
Field Museum of Natural History
14 S Lake Shore DriveChicagoIL606052459362167011501 (C) (3)$43,719Subaward
Florida International University
11200 SW 8th StreetMiamiFL33199237047106501 (C) (3)$33,037Subaward
Fox Chase Cancer Center
333 Cottman AvenuePhiladelphiaPA19111236296135501 (C) (3)$26,453Subaward
Fraunhofer USA Inc
5825 University Research CourtCollege ParkMD20740383203030501 (C) (3)$102,942SubawardSuite 1300
Fred Hutchinson Cancer Research Center
1100 Fairview Avenue N PO Box 19SeattleWA981091024237156071501 (C) (3)$91,981Subaward
George Mason University
4400 University DriveFairfaxVA220304444541603842Govt$78,453SubawardUniversity Hall
Georgia Tech Research Corporation
926 Dalney Street NWAtlantaGA303320420580603146Govt$55,230Subaward
H Lee Moffitt Cancer Center and Research Institute Hospital
12902 Magnolia DriveTampaFL336129497593238636501 (C) (3)$71,887Subaward
Harvard University
667 Huntington AvenueBostonMA02115042103580501 (C) (3)$767,509Subaward
Health Research Inc- Roswell Park Cancer Institute
Riverview Center 150 BroadwayMenandsNY12204141402155501 (C) (3)$3,646,755Subaward
Heartland Health Centers
3048 N Wilton AvenueChicagoIL60657363843377501 (C) (3)$1,561,613Subaward
Henry Ford Health System
1 Ford PlaceDetroitMI48202381357020501 (C) (3)$100,980Subaward
Howard Brown Health Center
4025 North Sheridan RoadChicagoIL606132010362894128501 (C) (3)$22,531Subaward
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1049New YorkNY10029136171197501 (C) (3)$19,105Subaward
Illinois Action for Children
4753 North Broadway Suite 1200ChicagoIL60640362712912501 (C) (3)$59,630Subaward
Illinois Criminal Justice Information Authority
300 W Adams Street Suite 200ChicagoIL60606363956180Govt$12,063Subaward
Illinois Institute of Technology
3300 S Federal StreetChicagoIL606163793362170136501 (C) (3)$321,138SubawardMain Bldg RM 308
Indiana University
Poplars 426 400 E 7th StBloomingtonIN47405356001673Govt$1,291,180Subaward
Innovations for Poverty Action
655 15th Street NW Suite 800WashingtonDC200055705061660068501 (C) (3)$181,847Subaward
Inova Health Care Services
8110 Gatehouse Rd Ste 400wFalls ChurchVA22042540620889501 (C) (3)$141,692Subaward
Institute for Medicaid Innovation
1575 Eye St NW Ste 300WashingtonDC20005311661234501 (C) (3)$299,580Subaward
Isles Inc
10 Wood StreetTrentonNJ086184705222350832501 (C) (3)$7,507Subaward
J Craig Venter Institute Inc
4120 Capricorn LaneLa JollaCA920373498521842938501 (C) (3)$2,748,460Subaward
John Snow Inc
44 Farnsworth StreetBostonMA022101211042578580$82,000Subaward
Johns Hopkins University
1101 E 33rd StreetBaltimoreMD21218520595110501 (C) (3)$1,218,968Subaward
Joslin Diabetes Center
One Joslin PlaceBostonMA022155306042203836501 (C) (3)$306,073Subaward
Kaiser Foundation Research Institute
1800 Harrison Street 16th FloorOaklandCA946123433941105628501 (C) (3)$147,500Subaward
Latino Policy Forum
180 N Michigan Avenue Suite 1250ChicagoIL60609363676873501 (C) (3)$67,500Subaward
Loyola University
820 N Michigan AvenueChicagoIL60611361408475501 (C) (3)$745,805Subaward
Lurie Children's Hospital dba Children's Memorial Hospital
2300 Childrens Plaza Box 268ChicagoIL60614362170833501 (C) (3)$85,600Subaward
Marine Biology Laboratory
Homestead 311 7 MBL StreetWoods HoleMA025431015136045011501 (C) (3)$69,225Subaward
Marquette University
915 W Wisconsin AvenueMilwaukeeWI532332310390806251501(c)(3)$5,780Subaward
Massachusetts General Hospital
55 Fruit StreetBostonMA021142696042697983501 (C) (3)$195,405Subaward
Massachusetts Institute of Technology
Suite NE49-4161CambridgeMA02139042103594501 (C) (3)$391,018Subaward
Math Talk PBC
99 Bishop Allen DriveCambridgeMA02139824434773$18,785Subaward
Mayo Clinic
200 First Street SWRochesterMN55905416011702501 (C) (3)$137,099Subaward
Mayo Clinic Arizona
13400 East Shea BoulevardScottsdaleAZ852595499860800150501 (C) (3)$184,405Subaward
MDRC
200 Vesey Street Floor 23New YorkNY102812103237379473501 (C) (3)$2,085,113Subaward
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI532260509390806261501 (C) (3)$112,900Subaward
Michigan State University
301 Administration BldgEast LansingMI48917386005984Govt$368,533Subaward
Midwest Clinicians' Network Inc
321 W Lake Lansing RoadEast LansingMI48823383189461501 (C) (3)$43,053Subaward
Morgride Institute for Research
330 North Orchard StreetMadisonWI53715208325570501 (C) (3)$55,150Subaward
Neimand Collaborative
1025 Vermont Avenue NW Suite 830WashingtonDC20005521806524$28,333Subaward
New York Medical College
Basic Science Building 15 Dana RoaValhallaNY105951554131099420501 (C) (3)$227,083Subaward
New York University
726 BroadwayNew YorkNY10003135562308501 (C) (3)$1,230,189Subaward
North Carolina State University
NCSU Box 7207RaleighNC27698566049503501 (C) (3)$151,243Subaward
Northeastern Illinois University
5500 North St Louis AvenueChicagoIL60625366009515Govt$53,530Subaward
Northshore University Health System
2650 Ridge Avenue - G221EvanstonIL60201362167060501 (C) (3)$672,792Subaward
Northwestern University
633 Clark Street Suite G-547EvanstonIL602081112362167817501 (C) (3)$2,620,529Subaward
Oak Street Health MSO LLC
30 W Monroe Street Suite 1200ChicagoIL60603843446686501 (C) (3)$24,900Subaward
Oakland University
John Dodge House 507 Golf View LaneRochesterMI48309386078765501 (C) (3)$145,342Subaward
Ohio State University
901 Woody Hayes DriveColumbusOH432104016316025986Govt$755,000Subaward
Oregon Health & Science University
3181 SW Sam Jackson Park RoadPortlandOR972393098931176109Govt$462,364Subaward
Pacific Northwest National LaboratoryBattelle Memorial Institute
902 Battelle BoulevardRichlandWA99352314379427Govt$602,103Subaward
Penn State University
513 Joab L Thomas BldgUniversity ParkPA16802246000376Govt$542,175Subaward
Precision Development
1150 Walnut Street 2nd FloorNewtonMA02461810779400501 (C) (3)$43,885Subaward
Princeton University
5 New South Building PO Box 5292PrincetonNJ085445292210634501501 (C) (3)$300,756Subaward
Purdue University
302 Wood StreetWest LafayetteIN479072040356002041Govt$68,803Subaward
Radiological Society of North America
820 Jorie BlvdOak BrookIL60523150539115501 (C) (3)$1,184,978Subaward
RAND Corporation
4570 Fifth Avenue Suite 600PittsburghPA152132665951958142501 (C) (3)$150,452Subaward
Rehabilitation Institute of Chicago dba Shirley Ryan Abilitylab
355 E Erie StreetChicagoIL60611362256036501 (C) (3)$768,057Subaward
Research Foundation for SUNY
402 Crofts HallBuffaloNY142607016141368361501 (C) (3)$6,028Subaward
Research to End Healthcare Disparities Corp
150 Ocean Park Blvd 418Santa MonicaCA90405831115325501 (C) (3)$118,703Subaward
Research Triangle Institute
3040 E Cornwallis RoadRTPNC27709560686338501 (C) (3)$69,120Subaward
Rice University
6100 Main StreetHoustonTX77005741109620501 (C) (3)$169,484Subaward
Rush University Medical Center
1700 West Van Buren Street Room NoChicagoIL60612362174823501 (C) (3)$3,372,989Subaward
Rutgers University
125 Paterson StreetNew BrunswickNJ089011962226001086Govt$198,207Subaward
San Jose State University Research Foundation
One Washington SquareSan JoseCA951920124946017638501 (C) (3)$6,486Subaward
Sanford Medical Center Fargo
720 N 4th StreetFargoND581224520453791176501 (C) (3)$20,992Subaward
Seattle Children's Hospital Research Institute
1900 Ninth Avenue JMB-10SeattleWA981011309910564748501 (C) (3)$458,506Subaward
Seattle Children's Research Institute
1900 Ninth Avenue MS C95-5SeattleWA98101910564748501 (C) (3)$15,861Subaward
Sinai Health System
1500 S California AvenueChicagoIL606081797363166895501 (C) (3)$25,958Subaward
Sloan-Kettering Institute for Cancer Research
1275 York AvenueNew YorkNY10065131624182501 (C) (3)$119,451Subaward
SomaLogic Inc
2945 Wilderness PlaceBoulderCO803012255522195896$24,055Subaward
Southern Illinois University
801 N Rutledge Street PO Box 19616SpringfieldIL627949616376005961501 (C) (3)$318,924Subaward
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN381053678620646012501 (C) (3)$714,864Subaward
Stanford Research Institute
333 Ravenswood AvenueMenlo ParkCA940253493941160950501 (C) (3)$197,233Subaward
Stanford University
340 Panama StreetStanfordCA94305941156365501 (C) (3)$637,078Subaward
Tactical Computing Laboratories LLC
55 County Rd 462MuensterTX76252813588973$330,175Subaward
Texas A&M University
401 George Bush DriveCollege StationTX77840742245072501 (C) (3)$59,628Subaward
The Broad Institute Inc
415 Main StreetCambridgeMA02142263428781501 (C) (3)$357,528Subaward
The Community Action Place Inc
1400 N Wood Road Ste 7MurphysboroIL629666290475193214501 (C) (3)$61,620Subaward
The Justice Collective
2348 Dashwood AveOaklandCA94605$189,114Subaward
The Mind Research Network
1101 Yale Boulevard NEAlbuquerqueNM871064188850457562501 (C) (3)$354,508Subaward
The Society of Hospital Medicine
1500 Spring Gardent St Suite 501PhiladelphiaPA19130233057353501 (C) (3)$105,616Subaward
The Thresholds
4101 N Ravenswood AvenueChicagoIL606132193362518901501 (C) (3)$18,155Subaward
Thomas Jefferson University
1020 Walnut St 5 th FlPhiladelphiaPA19107231352651501 (C) (3)$30,370Subaward
Tides Center
PO Box 889385Los AngelesCA900889385943213100501 (C) (3)$15,000Subaward
Toyota Technological Institute of Chicago
6045 S Kenwood AvenueChicagoIL606372803364479457501 (C) (3)$13,552Subaward
University of Alabama
1530 3rd Avenue S AB 1170BirminghamAL35294636005996501 (C) (3)$193,324Subaward
University of Arizona
888 N Euclid Room 510TucsonAZ85722742652689Govt$182,481Subaward
University of California-Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940946002123Govt$231,404Subaward
University of California-Davis
One Shields AvenueDavisCA956168677946036494Govt$476,216Subaward
University of California-Irvine
4255 Campus DriveIrvineCA90024952226406Govt$612,189Subaward
University of California-Los Angeles
10920 Wilshire Boulevard Suite 120Los AngelesCA900241406956006143Govt$122,107Subaward
University of California-San Diego
9500 Gilman Drive - Rm 3041La JollaCA920930660956006144Govt$418,502Subaward
University of California-San Francisco
3333 California Street Suite 315San FranciscoCA94118946036493Govt$145,477Subaward
University of California-Santa Cruz
1156 High StreetSanta CruzCA950641077941539563Govt$394,884Subaward
University of Cincinnati
51 Goodman Drive Suite 530CincinnatiOH452210222316000989Govt$399,966Subaward
University of Colorado Denver
1800 Grant Street Suite 600DenverCO80203856000555501 (C) (3)$85,914Subaward
University of Colorado-Boulder
3100 Marine Street Room 479 572 UCBoulderCO803031058840644739Govt$54,326Subaward
University of Connecticut
438 Whitney Road Ext Unit 1133StorrsCT06269060772160Govt$71,075Subaward
University of Delaware
83 E Main Street 3rd FloorNewarkDE19716516000297501 (C) (3)$435,531Subaward
University of Florida
219 Grinter Hall PO Box 1003628GainesvilleFL32611590974739Govt$239,843Subaward
University of Georgia Research Foundation Inc
310 East Campus RoadAthensGA306021589581353149501 (C) (3)$58,636SubawardTucker Hall 409
University of Hawaii
2440 Campus Road Box 268HonoluluHI968222234990085260Govt$230,110Subaward
University of Illinois-ChampaignUrbana
1901 S First St Suite A MC-685ChampaignIL618206242376000511Govt$651,985Subaward
University of Illinois-Chicago
809 South Marshfield AvenueChicagoIL606127205376000511Govt$4,289,376Subaward
University of Iowa
201 Gilmore HallIowa CityIA52242426004813Govt$226,313Subaward
University of Kansas Center for Research
2385 Irving Hill RoadLawrenceKS66045480680117501 (C) (3)$69,571Subaward
University of Kentucky
109 Kinkead HallLexingtonKY40506616001218Govt$45,211Subaward
University of Maryland
3300 Metzerott RoadAdelphiMD20783526002033Govt$769,047Subaward
University of Maryland Baltimore
670 W Baltimore StreetBaltimoreMD21201526002036Govt$156,831Subaward
University of Massachusetts Medical School
333 South St Ste 290ShrewsburyMA01545043108190501 (C) (3)$90,177Subaward
University of Michigan
3003 S State StreetAnn ArborMI481091287386006309Govt$1,281,046Subaward3089 Wolverine Tower
University of Minnesota
200 Oak Street SEMinneapolisMN55455416007513Govt$432,657Subaward
University of Mississippi Medical Center
2500 North State StJacksonMS39216646008520501 (C) (3)$230,246SubawardOffice of Development
University of New Mexico
1 University of New MexicoAlbuquerqueNM87131856000642501 (C) (3)$30,715Subaward
University of North Carolina
104 Airport Drive CB1350Chapel HillNC275991350566001393Govt$136,966Subaward
University of Notre Dame
402 Grace HallNotre DameIN46556350868188501 (C) (3)$216,297Subaward
University of Oklahoma Health Sciences Center
201 Stephenson Pkwy Ste 3100NormanOK730199705736017987501 (C) (3)$149,073Subaward
University of Oregon
5219 University of OregonEugeneOR974035219936015767Govt$142,130Subaward
University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA191046205231352685501 (C) (3)$1,278,360SubawardP-221 Franklin Bldg
University of Pittsburgh
3100 Cathedral of LearningPittsburghPA15260250965591501 (C) (3)$5,329,990Subaward
University of Rochester
107 Harkness HallRochesterNY14627160743209501 (C) (3)$76,288Subaward
University of San Francisco
2130 Fulton StreetSan FranciscoCA94117941156628501 (C) (3)$22,474Subaward
University of South Carolina
1600 Hampton Street Suite 613ColumbiaSC29208576001153Govt$70,784Subaward
University of Southern California
University Park Campus - STO 330Los AngelesCA900891147951642394501 (C) (3)$497,133Subaward
University of Texas HSC at Houston
7000 Fannin UCT Suite 2514HoustonTX770305401741761309Govt$214,719Subaward
University of Utah
201 Presidents CircleSalt Lake CityUT84112876000525Govt$270,299Subaward
University of Virginia
PO Box 400202CharlottesvilleVA22904546001796Govt$1,638,196Subaward
University of Washington
4333 Brooklyn Ave NE Box 359472SeattleWA981959472916001537501 (C) (3)$986,581Subaward
University of Wisconsin-Madison
21 North Park Street - Suite 6401MadisonWI537151218396006492Govt$1,008,198Subaward
UT Southwestern Medical Center
5323 Harry Hines BlvdDallasTX753909020752556007501 (C) (3)$600,659Subaward
Vanderbilt University
3319 West End Avenue Suite 800NashvilleTN372036876620476822501 (C) (3)$123,789Subaward
Wake Forest University
1834 Wake Forest Road Box 7227WinstonSalemNC271096000560532138501 (C) (3)$17,991Subaward
Washington University
700 Rosedale Avenue Box 1034St LouisMO631121408436053611501 (C) (3)$784,394Subaward
Western Michigan University
1903 W Michigan AvenueKalamazooMI49008382138856501 (C) (3)$7,500Subaward
William Paterson University of New Jersey
300 Pompton RoadWayneNJ074702103222781603Govt$14,027Subaward
Yale University
155 Whitney Ave Suite 230New HavenCT06520060646973501 (C) (3)$1,341,718SubawardPO Box 208250
FieldValueIRS element (for citing)
Total501c3 Org183Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE STUDENT AID4009$183,335,542
GRADUATE STUDENT AID9038$385,412,845
Precollegiate Student Aid1760$5,453,197

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Lori Berko
SECRETARY$394,845$0$133,000$0$1,436$0$24,400$0$14,713$0$568,394$0$0$0
Catherine Callow-Wright
VP & SECRETARY OF THE UNIVERSITY$646,242$0$64,800$0$5,987$0$24,400$0$37,214$0$778,643$0$0$0
Juan Jose De Pablo
VP FOR NATIONAL LABORATORIES$683,800$0$127,037$0$16,849$0$24,400$0$39,695$0$891,781$0$0$0
Derek Douglas
VP CIVIC ENGAGEMENT$378,334$0$108,147$0$403,477$0$24,400$0$28,195$0$942,553$0$0$0
Ka Yee Christina Lee
PROVOST$816,609$0$39,750$0$10,143$0$24,400$0$30,597$0$921,499$0$0$0
MaryFrances McCourt
CHIEF FINANCIAL OFFICER$787,504$0$145,458$0$87,355$0$24,400$0$26,422$0$1,071,139$0$0$0
James Nondorf
VP ENROLL. & STUDENT ADV.$804,839$0$579,920$0$9,142$0$24,400$0$14,812$0$1,433,113$0$0$0
Paul Rand
VP COMMUNICATIONS$502,143$0$25,463$0$8,492$0$24,400$0$38,861$0$599,359$0$0$0
Michele Rasmussen
DEAN OF STUDENTS$411,184$0$39,204$0$2,872$0$24,400$0$11,893$0$489,553$0$0$0
Kimberly Taylor
VP & GENERAL COUNSEL$806,203$0$40,500$0$19,347$0$24,400$0$40,064$0$930,514$0$0$0
A Paul Alivisatos
PRESIDENT$1,209,761$0$360,000$0$262,818$0$271,600$0$21,608$0$2,125,787$0$0$0
Andrew Ward
VP AND CHIEF INVEST. OFFICER$671,390$0$1,582,000$0$75,147$0$24,400$0$36,639$0$2,389,576$0$0$0
Mark Anderson
EXEC. VP MEDICAL AFFAIRS$597,666$0$0$0$71,853$0$24,400$0$8,363$0$702,282$0$0$0
Laila Rashid
VP &A ASSOCIATE DEAN$638,497$0$85,978$0$0$0$24,400$0$376$0$749,251$0$0$0
Katherine Baicker
PROVOST$632,960$0$62,475$0$57,181$0$24,400$0$24,027$0$801,043$0$0$0
Joel Hamernick
interim VP CIVIC ENGAGEMENT$211,438$0$0$0$0$0$17,360$0$18,692$0$247,490$0$0$0
Kenneth S Polonsky
EXEC. VP MEDICAL AFFAIRS$1,300,361$0$400,000$0$768,029$0$24,400$279,592$26,701$0$2,519,491$279,592$0$0
Madhav Rajan
DEAN BOOTH SCHOOL OF BUSINESS$891,738$0$105,581$0$342,098$0$24,400$0$16,518$0$1,380,335$0$0$0
Valluvan Jeevanandam
CHIEF CARDIAC & THORACIC SURG.$1,629,900$0$168,000$0$0$0$24,400$0$20,968$0$1,843,268$0$0$0
DAVID BARCLAY
CHIEF OPERATING OFFICER CRSP$0$561,534$0$1,728,528$0$0$0$24,400$0$10,572$0$2,325,034$0$0
Matthew Stone
Managing Director of Public Markets$410,730$0$1,334,135$0$81,456$0$24,400$0$23,560$0$1,874,281$0$0$0
Luca Vricella
PROFESSOR OF SURGERY$1,519,407$0$192,230$0$34,848$0$24,400$0$34,709$0$1,805,594$0$0$0
David Strauss
PROFESSOR OF LAW$773,064$0$1,156,088$0$0$0$24,400$0$27,771$0$1,981,323$0$0$0
Sharon Marine
VP ALUMNI RELATIONS & DEVL.$1,189,494$0$113,381$0$3,866$0$24,400$0$8,678$0$1,339,819$0$0$0
Ivan Samstein
VP & CHIEF FINANCIAL OFFICER$0$894,334$0$287,750$0$11,330$0$176,154$0$35,194$0$1,404,762$0$0
Robert J Zimmer
FORMER PRESIDENT$1,426,800$0$1,500,000$0$387,258$0$84,460$0$24,421$0$3,422,939$0$0$0
Brett Padgett
INTERIM VP & CHIEF FINANCIAL OFFICER$261,975$0$130,379$0$22,221$0$24,400$0$24,170$0$463,145$0$0$0
Patrick O'Hara
INTERIM CHIEF INVESTMENT OFFICER$509,903$0$845,312$0$0$0$24,400$0$28,662$0$1,408,277$0$0$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelUnder written university policy, employees are required to use the most economical mode of transportation available consistent with the business purpose for the travel. Air travel other than coach class must be approved pursuant to university policy. Four officers and one key employee were approved for air travel other than coach or business class in accordance with university policy. None of the business trips were deemed taxable compensation.
Schedule J, Part I, Line 1a Travel for companionsUNDER WRITTEN UNIVERSITY POLICY, TRAVEL FOR COMPANIONS MUST BE PRE-APPROVED BY THE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND WILL ONLY BE APPROVED WHEN THE COMPANION TRAVEL SERVES A BONA FIDE BUSINESS PURPOSE. TWO OFFICERS AND ONE KEY-EMPLOYEE HAD COMPANION TRAVEL APPROVED IN ACCORDANCE WITH THIS POLICY. THE COST OF THE COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsINDIVIDUALS MAY HAVE CERTAIN PAYMENTS GROSSED UP AT THE DISCRETION OF HEADS OF DEPARTMENTS, OFFICERS OR THE BOARD OF THE UNIVERSITY.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use(PART 1A & 1B AND PART II) HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. Four INDIVIDUALS RECEIVED A HOUSING ALLOWANCE WHICH WAS INCLUDED IN EACH INDIVIDUAL'S TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesUNDER 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, FOUR OFFICERS AND ONE KEY EMPLOYEE HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal servicesTHE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT.
Schedule J, Part I, Line 4a Severance or change-of-control paymentSharon Marine received $804,380.56 and Matthew Stone received $474,303.56 reverence payments for FY2023.
Schedule J, Part I, Line 7 Non-fixed paymentsINVESTMENT OFFICE PERSONNEL PARTICIPATE IN AN INCENTIVE COMPENSATION PROGRAM BASED ON PERFORMANCE AND QUALITATIVE MEASUREMENTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B
A5212975634520017E42003-08-28$50,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA 100000000 ADJ Rate REV BONDS SERIES 2004B
B86109196745200BHH42004-11-10$100,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA 80000000 ADJ RATE REV REFUND BONDS 2004C
C86109196745200BJG42004-11-30$80,000,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008
D86109196745200FEG02008-04-03$123,604,000(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$23,938,000$50,141,933$274,223$49,867,7102006falsefalseYes (true)Yes (true)
B$43,516,000$102,437,189$469,999$101,967,1902010falsefalseYes (true)Yes (true)
C$3,726,000$80,000,000$463,8382004falseYes (true)Yes (true)Yes (true)$79,536,162
D$43,541,000$123,604,000$752,5752008Yes (true)falseYes (true)Yes (true)$122,851,425

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.0010.00.001falsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.0030.00.003falseYes (true)Yes (true)0.0001false
CYes (true)0.00.00.0
DYes (true)0.00.00.00.0004false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
(no name)
BfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
MORGAN STANLEY CAPITAL
CfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalseYes (true)34.6falsefalse
MERRIL LYNCH CAPITAL
DfalsefalseYes (true)Yes (true)Yes (true)Yes (true)falsefalseYes (true)32.8falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 PART II, LINE 3SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2014A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $3,893. SERIES 2015A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $248,056. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $482,872. SERIES 2020A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $18,032.
Schedule K, Part II, Line 11 PART II, LINE 11SERIES 2004C: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2018A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2020A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2021A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2023A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE$50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS FOR EDUCATIONAL FACILITIES INCLUDING THE PLANNING, DESIGN AND CONSTRUCTION OF A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, THE ACQUISITION AND IMPLEMENTATION OF CHILLED WATER DISTRIBUTION AND ELECTRICAL REPLACEMENTS, THE EXPANSION OF THE STEAM PLANT, THE RENOVATION AND EXPANSION OF THE LAW SCHOOL, THE RENOVATION OF THE UNIVERSITY'S INTERNATIONAL HOUSE AND ALUMNI CENTER, THE RENOVATION, IMPROVING AND EQUIPPING OF THE UNIVERSITY'S BIOLOGICAL SCIENCE DIVISION AND THE COMPLETION OF VARIOUS OTHER CAMPUS RENOVATIONS AND IMPROVEMENTS AND (ii) PAY COSTS OF ISSUANCE $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS of certain Educational Facilities under the Act, including a new Graduate School of Business Building, a new research building, a new interdivisional research building, new residence halls, and other renovations and replacements and (ii) pay costs of ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE: (i) Advance Refund the Series 2001A Bonds Dated: 10/04/2001 and (ii) pay costs of issuance $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE: (i) Refund the Series 1998A Bonds Dated: 07/01/1998 and (ii) pay costs of issuance $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: (i) FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR for costs of certain Educational Facilities, (ii) Advance refund the Series 2008B Bonds Dated: 01/07/2009 and (iii) pay costs of issuance. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) Advance Refund and Defease the Revenue Bonds Series 2007 Dated: 06/28/2007 and (iii) pay costs of issuance. $114,705,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2018A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) refinance the Taxable Commercial Paper Notes, Series A used to refinance the Series 2001B-3 and (iii) pay costs of issuance. $164,555,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2020A, (F) DESCRIPTION OF PURPOSE: (i) refinance a Taxable Line of Credit used to refinance the 2001B-1 and 2001B-2 bond issues (ii) to refinance the Taxable 2020 Commercial Paper Notes and (iii) pay costs of issuance. $219,240,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2021A, (F) DESCRIPTION OF PURPOSE: (i) Refund a portion of the outstanding Series 2012A Bonds Dated: 02/02/2012 and (ii) pay costs of issuance. $181,155,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2023A, (F) DESCRIPTION OF PURPOSE: (i) Refund Taxable CP Dated: 02/16/2023, (ii) finance the new money project, and (iii) pay costs of issuance.
Schedule K, Part III Bond 2004C and 2008All issues refunded by the Series 2004C issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. All issues refunded by the Series 2008 issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: IEFA 50,000,000 ADJ RATE REV BONDS SERIES 2003B The calculation for computing no rebate due was performed on 04/02/2009
Schedule K, Part IV, Line 2c COLUMN BIssuer name: IFA 100,000,000 ADJ Rate REV BONDS SERIES 2004B The calculation for computing no rebate due was performed on 12/22/2009
Schedule K, Part IV, Line 2c COLUMN CIssuer name: IFA 80,000,000 ADJ RATE REV REFUND BONDS 2004C The calculation for computing no rebate due was performed on 12/22/2011
Schedule K, Part IV, Line 2c COLUMN DIssuer name: IFA 123,604,000 ADJ RATE REV Bonds SERIES 2008 The calculation for computing no rebate due was performed on 03/26/2013
Schedule K, Part IV, Line 2c COLUMN AIssuer name: IFA 573,645,000 REVENUE BONDS SERIES 2014A The calculation for computing no rebate due was performed on 08/29/2019
Schedule K, Part IV, Line 2c COLUMN BIssuer name: IFA 415,825,000 REVENUE BONDS SERIES 2015A The calculation for computing no rebate due was performed on 10/22/2020
Schedule K, Part IV, Line 2c COLUMN CIssuer name: IFA 114,705,000 REVENUE BONDS SERIES 2018A The calculation for computing no rebate due was performed on 03/27/2023

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A
A86109196745203HB682014-08-12$644,509,246(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
B86109196745203H3H32015-09-10$452,070,011(SEE SUPPLEMENTAL INFORMATION)Yes (true)falsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A
C86109196745204ED702018-03-07$128,797,725(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A
D86109196745204FAE52020-03-18$185,652,910(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmt
A$63,165,000$644,513,139$2,131,891$175,008,593$467,372,6552015falseYes (true)Yes (true)Yes (true)
B$14,445,000$452,318,067$1,522,422$200,331,641$250,464,0042017falsefalseYes (true)Yes (true)$152,475,000
C$129,280,597$842,147$56,173,450$72,265,0002019Yes (true)falseYes (true)Yes (true)
D$185,670,942$737,910$184,915,0002020Yes (true)falseYes (true)Yes (true)$18,032

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0020.00.002falseYes (true)0.0014falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0030.00.003falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.0030.003falsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
DfalseYes (true)Yes (true)falsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
IFA 219240000 REVENUE BONDS SERIES 2021A
A86109196745204FHB42021-07-06$281,361,151(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse
IFA XXX-XX-XXXX Revenue Bonds Series 2023A
B86109196745204FUY92023-03-15$201,089,515(SEE SUPPLEMENTAL INFORMATION)falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$281,387,882$1,093,165$26,731$280,267,9862021Yes (true)falseYes (true)Yes (true)
B$202,432,341$1,081,773$86,974,000falseYes (true)falseYes (true)$10,676,798$103,699,771

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.0040.00.004falseYes (true)0.004falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0020.00.002falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)Yes (true)falsefalsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
MADHAV RAJAN
KEY EMPLOYEEYes (X)$1,250,000$1,000,000falseYes (true)Yes (true)
Katherine Baicker
OfficerYes (X)$500,000$250,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,250,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
TISHMAN SPEYER CROWN EQUIT
SEE PART VSEE PART Vfalse
PIMCO
SEE PART VSEE PART Vfalse
THE CARLYLE GROUP
SEE PART VSEE PART Vfalse
LAKE CAPITAL PARTNERS
SEE PART VSEE PART Vfalse
SHADI BARTSCH-ZIMMER
SEE PART VSEE PART Vfalse
TAMAR POLONSKY
SEE PART VSEE PART Vfalse
Wealth Strategist Partners
SEE PART VSEE PART Vfalse
CareIT Health LLC dba NowPow
SEE PART VSEE PART Vfalse
Yolanda Tyler
SEE PART VSEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV PART IVFormAndLineReferenceDesc
ExplanationJAMES S. CROWN, A TRUSTEE OF THE UNIVERSITY, AND HIS FAMILY OWN AN INDIRECT INTEREST IN TISHMAN SPEYER CROWN EQUITIES, LLC (TISHMAN SPEYER), WHICH THROUGH A SUBSIDIARY OWNS AN OFFICE BUILDING IN WASHINGTON D.C. IN WHICH THE UNIVERSITY OF CHICAGO LEASES OFFICE SPACE. THE LEASE BETWEEN THE UNIVERSITY AND TISHMAN SPEYER WAS NEGOTIATED AT ARMS' LENGTH AND WAS CONCLUDED ON FAIR MARKET TERMS. THE UNIVERSITY PAID TISHMAN SPEYER A TOTAL OF $188,199 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2023. 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 $ 303,585 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2023. RACHEL KOHLER, A TRUSTEE OF THE UNIVERSITY, was A GREATER THAN 35% OWNER OF CAREIT HEALTH, LLC D/B/A NOWPOW, A HEALTHCARE COMPANY THAT CONNECTS PATIENTS WITH SOCIAL SERVICES AGENCIES AND SUPPORT ORGANIZATIONS TO IMPROVE HEALTH OUTCOMES. NOWPOW WAS ACQUIRED BY UNITE USA INC. IN SEPTEMBER 2021. FOR THE TAX YEAR ENDED JUNE 30, 2023, NOWPOW RECEIVED $1,950 IN FEES FROM THE UNIVERSITY OF CHICAGO AND $79,200 FROM THE UNIVERSITY OF CHICAGO MEDICAL CENTER, AND UNITE USA RECEIVED $23,400 FROM THE UNIVERSITY OF CHICAGO, IN CONNECTION WITH THE UNIVERSITY'S PURCHASE OF NOWPOW SERVICES. RODNEY GOLDSTEIN, A TRUSTEE OF THE UNIVERSITY, IS CO-MANAGING PARTNER OF WEALTH STRATEGIST PARTNERS, AN INVESTMENT ADVISORY FIRM. FOR THE TAX YEAR ENDED JUNE 30, 2023, STUART E. LUCAS, CO-MANAGING PARTNER AND CHIEF INVESTMENT OFFICER OF WSP, PROVIDED TEACHING AND SPEAKING SERVICES TO THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS, FOR WHICH WSP RECEIVED $ 47,064 IN FEES. EMMANUEL ROMAN, A TRUSTEE OF THE UNIVERSITY, IS THE CHIEF EXECUTIVE OFFICER OF PIMCO, A FIXED INCOME INVESTMENT FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. PIMCO RECEIVED APPROXIMATELY $ 780,626 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. DAVID M. RUBENSTEIN, A TRUSTEE OF THE UNIVERSITY, IS A CO-FOUNDER AND CO-CEO OF THE CARLYLE GROUP, A PRIVATE EQUITY FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. THE CARLYLE GROUP RECEIVED APPROXIMATELY $ 162,908 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. PAUL YOVOVICH, A TRUSTEE OF THE UNIVERSITY, IS PRESIDENT, PRINCIPAL, AND CO-FOUNDER OF LAKE CAPITAL, A PRIVATE EQUITY FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. LAKE CAPITAL RECEIVED APPROXIMATELY $132,345 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. SHADI BARTSCH-ZIMMER, THE WIFE OF FORMER 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 $338,694 FOR THE CALENDAR YEAR 2022 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 ASSOCIATE PROFESSOR IN THE DEPARTMENT OF MEDICINE. DR. POLONSKY WAS PAID $353,099 FOR THE CALENDAR YEAR 2022 IN CONNECTION WITH HER EMPLOYMENT. YOLANDA TYLER, THE WIFE OF TRUSTEE, JASON TYLER, IS EMPLOYED BY THE UNIVERSITY AS A DEPARTMENT ADMINSTRATOR AND ASSISTANT TO THE CHAIR IN THE DEPARTMENT OF STATISTICS. MS. TYLER WAS PAID A GROSS SALARY OF $64,454 FOR THE CALENDAR YEAR 2022 IN CONNECTION WITH HER EMPLOYMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution579ContributionCnt
Noncash Contributions Rpt F990$29,437,375NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$100,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEquipmentDesc
Contribution2ContributionCnt
Noncash Contributions Rpt F990$51,474NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsRelated organizations in the UK, France, Singapore, Hong Kong and India solicit charitable contributions for the benefit of the University and programs, consistent with their local charitable purposes.
Schedule M, Part I, Line 33 Noncash contribution amounts not reportedTHE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 548,385,182 including grants of $ 7,185,215)(Revenue $ 250,508,090) The other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of Plant
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsAntonio Gracias and James Crown, both trustees of the university - Business relationship, Antonio Gracias and Hilarie Koplow-McAdams, both trustees of the university - Business relationship, JOSEPH NEUBAUER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, THOMAS J. PRITZKER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RACHEL D. KOHLER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ALPER AND KENNETH JACOBS, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ROSENFIELD AND BRIEN O'BRIEN, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RICHARD GONZALEZ AND BRETT HART, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, DAVID RUBENSTEIN AND GURU RAMAKRISHNAN, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, DAVID RUBENSTEIN AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyPRIOR TO FILING THE FORM 990, MEMBERS OF THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WERE GIVEN AN OPPORTUNITY TO REVIEW PORTIONS OF THE FORM 990 RELEVANT TO THE THEIR AREAS OF OVERSIGHT. THESE PORTIONS OF THE FORM 990 WERE DISTRIBUTED TO COMMITTEE MEMBERS IN MARCH2023, AND TRUSTEES OF THESE COMMITTEES WERE GIVEN THE OPPORTUNITY TO REVIEW THE FORM AND ASK QUESTIONS. IN ADDITION, IN EARLY APRIL 2023, 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, Line 12c Conflict of interest policyCONFLICT OF INTEREST POLICIES 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 AND GOVERNANCE, OR THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL OF ANY POTENTIAL CONFLICT OF INTEREST, AND ABSTAIN FROM PARTICIPATING IN OR VOTING ON THE MATTER. THE POLICY ALSO REQUIRES TRUSTEES AND OFFICERS TO DISCLOSE ON AN ANNUAL BASIS, ACTUAL AND POTENTIAL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ALL CONFLICT OF INTEREST DISCLOSURES AND RELATED DISCUSSIONS ARE SHARED WITH THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, AND THE UNIVERSITY'S PRESIDENT, ITS GENERAL COUNSEL, AND ITS EXTERNAL AUDITORS. THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL, IN CONSULTATION WITH THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE AND SENIOR UNIVERSITY ADMINISTRATORS, COMPILES THE DISCLOSURES INTO A CONFIDENTIAL DATABASE. THE CHAIR OF THE BOARD ALSO REVIEWS ALL DISCLOSED POTENTIAL CONFLICTS OF INTEREST BEFORE MAKING BOARD COMMITTEE ASSIGNMENTS. (2) THE UNIVERSITY'S POLICY ON SERVICE TO OUTSIDE ORGANIZATIONS BY SENIOR ADMINISTRATORS REQUIRES OFFICER AND SENIOR ADMINISTRATORS TO DISCLOSE ALL OFFICER, DIRECTOR, OR TRUSTEE POSITIONS THEY HOLD OR INTEND TO HOLD IN OUTSIDE ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO ORGANIZATIONS IN WHICH THEY HAVE A FINANCIAL INTEREST OR FROM WHICH THEY RECEIVE COMPENSATION. THE UNIVERSITY'S OFFICE OF LEGAL COUNSEL MONITORS SUCH POTENTIAL CONFLICTS BY CIRCULATING ANNUALLY A DISCLOSURE FORM THAT MUST BE UPDATED AS CIRCUMSTANCES CHANGE, AND SENIOR ADMINISTRATORS AND OFFICERS ARE ALSO REQUIRED TO DISCLOSE ALL SUCH RELATIONSHIPS IN ADVANCE TO THEIR IMMEDIATE SUPERVISOR. THIS INFORMATION MAY BE SHARED WITH THE UNIVERSITY'S TRUSTEES, PRESIDENT, PROVOST, VICE PRESIDENT AND GENERAL COUNSEL, AND OTHERS AS NECESSARY; COMPENSATED OUTSIDE SERVICE IS ALSO SUBJECT TO REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. (3) ACADEMIC EMPLOYEES, INCLUDING THE PRESIDENT AND THE PROVOST, ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST AND CONFLICT OF COMMITMENT POLICY FOR FACULTY AND OTHER ACADEMIC APPOINTEES. THE OFFICE OF THE PROVOST IS THE ADMINISTRATIVE OFFICE CHARGED WITH ASSURING COMPLIANCE WITH THE FACULTY CONFLICT OF INTEREST POLICY. THE PROVOST HAS DELEGATED OVERSIGHT OF THIS POLICY TO THE VICE PROVOST AS ITS CHAIR. THE PROVOST ALSO APPOINTS THE MEMBERS OF THE STANDING COMMITTEE ON INDIVIDUAL CONFLICTS OF INTEREST AND DESIGNATES THE DEPUTY PROVOST FOR RESEARCH AS ITS CHAIR. THE PROVOST REPORTS PERIODICALLY TO THE STANDING COMMITTEE ON THE STATUS OF FACULTY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY; THE REPORT INCLUDES HOW RISKS HAVE BEEN ADDRESSED THROUGH MANAGEMENT PLANS OR OTHER PRACTICES INTENDED TO PROVIDE FOR THE REDUCTION, ELIMINATION OR MANAGEMENT OF FINANCIAL CONFLICTS OF INTERESTS. THE VICE PROVOST 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, Line 15a Process to establish compensation of top management officialDURING THE TAX YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTED ITS ANNUAL REVIEW OF COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND ALL OTHER UNIVERSITY OFFICERS, BASED ON A RECOMMENDATION FROM THE CHAIRMAN OF THE BOARD OF TRUSTEES IN THE CASE OF THE PRESIDENT'S COMPENSATION, AND RECOMMENDATIONS FROM THE PRESIDENT IN THE CASE OF OFFICER COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWED THESE RECOMMENDATIONS, INCLUDING A REVIEW OF COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS, AND MADE FINAL DECISIONS REGARDING COMPENSATION. ALL DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN MINUTES MAINTAINED BY THE UNIVERSITY.
Form 990, Part VI, Line 19 Required documents available to the publicTHE UNIVERSITY'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICIES, AND MOST RECENT FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBSITE, WWW.UCHICAGO.EDU.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue- Total Revenue: 10289781, Related or Exempt Function Revenue: 10289781, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
UCHICAGO ARGONNE LLC
5801 S ELLIS AVENUECHICAGOIL60637680628477MANAGE LABIL$1,290,770,876$0UNIV OF CHICAGO
UNIV OF CHICAGO FOUNDATION LTD
980525557FUNDRAISING$13,527,362$4,391,092UNIV OF CHICAGOUK
THEORY AND COMPUTING SCIENCES BUILDING TRUST
5801 S ELLIS AVENUECHICAGOIL60637516596577RESEARCH BUILDINGIL$25,288,750$205,192,777UNIV OF CHICAGO
UCHICAGO TRADING
5801 S ELLIS AVENUECHICAGOIL60637300517735INVESTING-$1,657,811$1UNIV OF CHICAGOCJ
UCHICAGO IMPACT LLC
1307 E 60TH STREETCHICAGOIL60637611682394EDUCATIONIL$4,587,890$5,767,723UNIV OF CHICAGO
HARPER COURT HOLDINGS LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$10,142,684$1,250,416UNIV OF CHICAGO
LPA MANAGEMENT LLC
5801 S ELLIS AVENUECHICAGOIL60637PROPERTY MANAGEMENTIL$560,570$63,930UNIV OF CHICAGO
6014 Cottage Grove LPA Holdings LLC
5801 S Ellis AvenueChicagoIL60637Property Holding CompanyIL$1,139,863$0UNIV OF CHICAGO
Center for Research in Security Prices LLC
105 West Adams Street Suite 1700ChicagoIL60603Securities Research and DataIL$51,569,609$24,101,771UNIV OF CHICAGO
HARPER COURT HOLDINGS 2 LLC
5801 S ELLIS AVENUECHICAGOIL60637HOLDING COMPANYIL$0$0UNIV OF CHICAGO

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
ASIAN HEALTH COALITION
180 W WASHINGTON ST SUITE 1000CHICAGOIL60602311607193HEALTHCARE ACCESSIBILITYIL501(c)(3)10UNIV OF CHICAGOYes (true)
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501(c)(3)7falseN/A
CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUECHICAGOIL60637362169138SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501(c)(3)7falseN/A
HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE ST SUITE 2131CHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA501(c)(3)Type III-OfalseN/A
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501(c)(2)UNIV OF CHICAGOYes (true)
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501(c)(3)7Yes (true)N/A
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501(c)(3)Type III-OfalseN/A
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543042104690RESEARCH AND EDUCATIONMA501(c)(3)7UNIV OF CHICAGOYes (true)
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501(c)(7)UNIV OF CHICAGOYes (true)
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (true)UK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOYes (true)SN
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISINGUNIV OF CHICAGOYes (true)HK
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501(c)(3)2UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO CANCER RESEARCH Foundation
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUNIV OF CHICAGOYes (true)FR
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501(c)(3)3UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501(c)(2)UNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501(c)(3)Type IUNIV OF CHICAGOYes (true)
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISINGUNIV OF CHICAGOfalseINL-9 east wing raheja towers mg rBANGALOREkarnatakaIN560001
UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC
208 SOUTH LASALLE STREETCHICAGOIL60604363181170PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICESIL501(c)(3)Type IIUNIV OF CHICAGO MEDICAL CENTERYes (true)
UCM CARE NETWORK MEDICAL GROUP INC
5841 S Maryland AveCHICAGOIL60637474221241HEALTHCAREIL501(c)(3)10University of Chicago Medicine Care Network LLCfalse
SOUTH EAST CHICAGO COMMISSION
1511 East 53rd StreetCHICAGOIL60615362226282ECONOMIC DEVELOPMENTIL501(c)(3)7UNIV OF CHICAGOfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdEINEIN
UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA
CONSULTINGCHUNIVERSITY OF CHICAGO$1,553,576$4,000,7081false
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
CONSULTINGINUNIVERSITY OF CHICAGO$1,157,798$2,678,3830.51false
SC CURRICULUM INC
SCIENCE CURRICULUMUNIVERSITY OF CHICAGO1false70 WEST MADISON STCHICAGOIL60603IL
CHARITABLE REMAINDER TRUSTS (68)
CHARITABLE RMDR TRUSTUNIVERSITY OF CHICAGO0.94false5801 S ELLIS AVENUECHICAGOIL60637IL
CHARITABLE LEAD TRUST (0)
CHARITABLE LEAD TRUSTUNIVERSITY OF CHICAGO1false5801 S ELLIS AVENUECHICAGOIL60637IL
POOLED INCOME FUND (1)
POOLED INCOME FUNDUNIVERSITY OF CHICAGO1false5801 S ELLIS AVENUECHICAGOIL60637IL
PHOENIX OVERLAY FUND LTD
INVESTINGCJUNIVERSITY OF CHICAGO-$50,374$82,0501false401 N MICHIGAN AVENUECHICAGOIL60611
UCHICAGO MEDICINE NORTHWEST INDIANA INC
HealthcareUNIVERSITY OF CHICAGO MEDICAL CENTERfalse5841 S MARYLAND AVEChicagoIL60637IN922355855
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (44 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNIVERSITY OF CHICAGO MEDICAL CENTER
A$476,439CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
C$71,750,000CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
N$22,292,966CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
O$86,129,342CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
P$579,403,713CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q$421,816,801CASH VALUE
UNIVERSITY OF CHICAGO MEDICAL CENTER
S$45,744,269CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
O$72,478CASH VALUE
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
R$293,668CASH VALUE
LAKE PARK ASSOCIATES
A$0CASH VALUE
LAKE PARK ASSOCIATES
B$1,636,287CASH VALUE
LAKE PARK ASSOCIATES
Q$1,883,217CASH VALUE
LAKE PARK ASSOCIATES
S$0CASH VALUE
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
B$2,020,212CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C$2,539,475CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
O$0CASH VALUE
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
P$100,588CASH VALUE
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
R$13,401,222CASH VALUE
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
R$0CASH VALUE
NATIONAL OPINION RESEARCH CENTER
A$716,162CASH VALUE
THE QUADRANGLE CLUB
Q$12,354CASH VALUE
FERMI RESEARCH ALLIANCE LLC
S$1,309,298CASH VALUE
UNIVERSITY OF CHICAGO CENTER IN PARIS
R$2,086,233CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
N$1,523,459CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
O$3,257,880CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
P$239,368CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
R$1,256,184CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
S$6,155,476CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
Q$0CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
R$0CASH VALUE
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
S$31,614CASH VALUE
UCHICAGO RESEARCH INTERNATIONAL LIMITED
R$1,443,221CASH VALUE
UCHICAGO RESEARCH BANGLADESH LLC
P$469,654CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
O$3,832,514CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
Q$2,431,988CASH VALUE
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
R$3,567,330CASH VALUE
JOHN CRERAR FOUNDATION
C$36,000CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
P$20,294CASH VALUE
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
R$2,648,759CASH VALUE
HYMEN MILGROM SUPPORTING ORGANIZATION
C$743,264CASH VALUE
CHAPIN HALL CENTER FOR CHILDREN
R$473,000CASH VALUE
THE MARINE BIOLOGICAL LABORATORY
R$13,542,492CASH VALUE
ASIAN HEALTH COALITION
Q$686,155CASH VALUE
CHICAGO HOME FOR THE INCURABLES
C$972,951CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part I IDENTIFICATION OF DISREGRDED ENTITIESFormAndLineReferenceDesc
ExplanationTHEORY & COMPUTING SCIENCES BUILDING TRUST - THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE THE BASIS FOR THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $205,192,777 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2022 IS $25,288,750. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $6,410,569 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $1,291 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES OF ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII, AND IX OF THE FORM 990. FOR PURPOSES OF COMPLETENESS, PLEASE NOTE THE FOLLOWING: THE ENTITIES LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER: UCMC COMMUNITY PHYSICIANS LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 38-3865637 PRIMARY ACTIVITY: PHYSICIAN SERVICES LEGAL DOMICILE: ILLINOIS UCMCN ACO LLC 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS INGALLS CARE NETWORK 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4222269 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UCM GLOBAL LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 32-0579811 PRIMARY ACTIVITY: INTERNATIONAL MEDICAL CONSULTING LEGAL DOMICILE: ILLINOIS UCMC On-Campus Mammography Services, LLC f/k/a UCMC-Solis On-Campus Mammography Services, LLC and UCMC Off-Campus Mammography Services, LLC f/k/a UCMC-Solis Off-Campus Mammography Services, LLC were related organizations for a short transition period (March 31, 2023-June 30, 2023) before they were dissolved. ALSO NOTE: THE UNIVERSITY OF CHICAGO MEDICAL CENTER IS A LESS THAN 50% MEMBER IN A JOINT VENTURE WITH: UCMC/SCH ONCOLOGY JV LLC, A TAX EXEMPT ENTITY, 1850 SILVER CROSS BLVD, NEW LENOX, IL 60451, EIN: 32-2436795 AND THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, IS THE SOLE MEMBER OF THE FOLLOWING RELATED ENTITIES: UCM CARE NETWORK MEDICAL GROUP INC. 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4221241 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK AFFILIATED PHYSICIANS LLC, 5841 S. MARYLAND, CHICAGO, IL 60637, EIN: 47-4233918 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS THE FOLLOWING ENTITY IS A DISREGARDED ENTITY OF UCHICAGO RESEARCH INTERNATIONAL, A RELATED ENTITY: UCHICAGO RESEARCH BANGLADESH LLC, 5801 S. ELLIS AVENUE, CHICAGO, IL 60637 PRIMARY ACTIVITY: SUPPORT RESEARCH LEGAL DOMICILE: ILLINOISExplanationTxt