UNIVERSITY OF CHICAGO: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CHICAGO (EIN 36-2177139)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201701309349303620
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T16:19:36-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362177139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CHICAGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7737021941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S DREXEL AVENUE NO 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R KROLL | PersonNm |
| Person Title | ACTING CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7737021941 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J ZIMMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S DREXEL AVENUE NO 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,902,358,659 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCHICAGO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 54 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 25036 | TotalEmployeeCnt |
| Total Volunteers | 6900 | TotalVolunteersCnt |
| Total Gross UBI | $7,497,710 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,524,767,840 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,621,056,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,346,361,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,355,422,351 | CYProgramServiceRevenueAmt |
| PY Investment Income | $385,154,537 | PYInvestmentIncomeAmt |
| CY Investment Income | $219,733,890 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,793,137 | PYOtherRevenueAmt |
| CY Other Revenue | $48,523,736 | CYOtherRevenueAmt |
| PY Total Revenue | $3,333,076,637 | PYTotalRevenueAmt |
| CY Total Revenue | $3,244,736,644 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $386,097,163 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $428,373,246 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,811,555,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,845,038,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $543,241 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $552,894 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,940,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,154,070,918 | PYOtherExpensesAmt |
| CY Other Expenses | $1,148,065,766 | CYOtherExpensesAmt |
| PY Total Expenses | $3,352,267,064 | PYTotalExpensesAmt |
| CY Total Expenses | $3,422,030,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,190,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$177,293,836 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,868,194,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,820,592,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,286,577,860 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,728,158,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,581,617,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,092,434,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $794,508,917 | ExpenseAmt |
| Revenue | $778,381,950 | RevenueAmt |
| Desc | INSTRUCTION:IN 2015-2016, THE UNIVERSITY ENROLLED 15,688 STUDENTS, OF THAT TOTAL, 5,869 WERE UNDERGRADUATE STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE SCHOOL), 3,811 WERE GRADUATE STUDENTS, 5,339 WERE STUDENTS IN THE UNIVERSITY'S PROFESSIONAL SCHOOLS AND 669 WERE NON-DEGREE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $855,478,602 | ExpenseAmt |
| Grant | $43,609,764 | GrantAmt |
| Revenue | $417,494,992 | RevenueAmt |
| Desc | RESEARCH: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 2015-2016 THE UNIVERSITY WAS AWARDED A TOTAL OF $479 MILLION IN RESEARCH FUNDING FROM FEDERAL AGENCIES, NON-FEDERAL GOVERNMENT ENTITIES, CORPORATIONS, FOUNDATIONS AND OTHER SOURCES. THIS FISCAL YEAR $316.2 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 $60.5 MILLION, FOLLOWED BY CORPORATE RESEARCH SPONSORSHIP OF $79.4 MILLION. THE UNIVERSITY ALSO CONDUCTS SCIENTIFIC RESEARCH IN COLLABORATION WITH ARGONNE NATIONAL LABORATORY, OWNED BY THE UNITED STATES GOVERNMENT AND OPERATED BY THE UNIVERSITY THROUGH A DISREGARDED ENTITY, UNDER THE TERMS OF A COST REIMBURSEMENT CONTRACT WITH THE U.S. DEPARTMENT OF ENERGY. ARGONNE IS A MULTI-PURPOSE SCIENCE LABORATORY WITH A $760.7 MILLION ANNUAL BUDGET AND APPROXIMATELY 3600 EMPLOYEES. PROGRAM SERVICE RESEARCH EXPENDITURES WERE $540.7 MILLION AND ARE INCLUDED IN THE RESEARCH PROGRAM SERVICE EXPENSE AMOUNT, AS IS REQUIRED FOR A DISREGARDED ENTITY.IN ADDITION, FERMI RESEARCH ALLIANCE, LLC, AN ENTITY JOINTLY OWNED BY THE UNIVERSITY AND UNIVERSITIES RESEARCH ASSOCIATION INC., OPERATES FERMI NATIONAL ACCELERATOR LABORATORY ("FERMILAB") FOR THE U.S. DEPARTMENT OF ENERGY. FERMILAB IS THE NATION'S PREEMINENT CENTER FOR HIGH-ENERGY PHYSICS AND AN INTERNATIONAL CENTER FOR SCIENTIFIC RESEARCH IN ELEMENTARY PARTICLE PHYSICS AND ASTROPHYSICS. FERMILAB HAS A $422 MILLION ANNUAL BUDGET AND APPROXIMATELY 1800 EMPLOYEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $383,447,437 | ExpenseAmt |
| Grant | $383,447,437 | GrantAmt |
| Desc | SCHOLARSHIPS & FELLOWSHIPS:THE UNIVERSITY IS A NEED BLIND INSTITUTION WITH AN EXTENSIVE FINANCIAL AID PROGRAM WHICH IS DESIGNED TO ENABLE THE MOST QUALIFIED STUDENTS TO ATTEND THE UNIVERSITY REGARDLESS OF THEIR FINANCIAL CIRCUMSTANCES. FOR THE 2015-2016 ACADEMIC YEAR, APPROXIMATELY 60 PERCENT OF ALL STUDENTS IN THE COLLEGE RECEIVED FINANCIAL AID IN THE FORM OF GRANTS AND SCHOLARSHIPS. UNIVERSITY-WIDE EXPENDITURES FOR SCHOLARSHIPS AND FELLOWSHIPS AMOUNTED TO $347.1 MILLION. OF THIS AMOUNT, APPROXIMATELY $263.2 MILLION WAS PROVIDED FROM UNRESTRICTED FUNDS; THE REMAINING $83.9 MILLION CAME FROM RESTRICTED SOURCES. APPROXIMATELY 20% OF STUDENTS IN THE COLLEGE (THE UNIVERSITY'S UNDERGRADUATE COLLEGE) CURRENTLY RECEIVE ODYSSEY SCHOLARSHIPS. THE ODYSSEY SCHOLARSHIPS PROVIDE INCREASED ACCESS FOR LOW-INCOME AND MODERATE-INCOME STUDENTS BY ELIMINATING LOANS FOR THOSE WITH FAMILY INCOME BELOW $90,000, PROVIDING FUNDS FOR OTHER EDUCATIONAL OPPORTUNITIES LIKE STUDY ABROAD, AND PROVIDING A PAID INTERNSHIP AFTER THE STUDENT'S FIRST YEAR IN THE COLLEGE.IN OCTOBER 2014, THE UNIVERSITY LAUNCHED THE NO BARRIERS PROGRAM TO ELIMINATE THE STUDENT LOAN REQUIREMENT FROM ALL UNDERGRADUATE, NEED-BASED FINANCIAL AID PACKAGES. THE LOANS WERE REPLACED BY THE UNIVERSITY WITH DIRECT GRANTS.THE UNIVERSITY EXPANDED ITS GRADUATE AID INITIATIVE, A PROGRAM THAT INVESTS APPROXIMATELY $310,000 IN THE EDUCATION OF EACH PH.D. STUDENT IN THE HUMANITIES, SOCIAL SCIENCES AND DIVINITY SCHOOL. THESE PROGRAMS ARE IN ADDITION TO THE UNIVERSITY'S LONGSTANDING COMMITMENT TO FINANCIAL ASSISTANCE FOR STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $937,303,689 | ExpenseAmt |
| Grant | $1,316,044 | GrantAmt |
| Revenue | $159,545,409 | RevenueAmt |
| Desc | THE OTHER PROGRAM SERVICES THAT SUPPORT THE MISSION OF INSTRUCTION AND RESEARCH ARE:AUXILIARY ENTERPRISESLIBRARYOTHER STUDENT SERVICESINFORMATION SERVICESOPERATION AND MAINTENANCE OF PLANT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $937,303,689 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,316,044 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $159,545,409 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,970,738,645 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 24328 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25036 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | BG | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HR | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | FI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | TW | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 54 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN KROLL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7737021941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6054 S DREXEL AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (82 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW M ALPER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK A BAKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID G BOOTH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID B BROOKS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA A CAFARO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS A COLE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| E DAVID COOLIDGE III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES S CROWN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHARINE P DARROW | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL L DOCTOROFF | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADY W DOUGAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG J DUCHOSSOIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A EDWARDSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES S FRANK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK W FULLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY M GEORGE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RODNEY L GOLDSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY LOUISE GORNO | |||||||||
| VICE CHAIR OF THE BOARD | 18.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN C GOULD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH C GRIFFIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANFORD J GROSSMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KING W HARRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH M JACOBS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN L KATEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS J KELLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN A KERSTEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES M KILTS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J KLINGENSMITH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL L KLOWDEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL D KOHLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT W LANE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES ASHBY LEWIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN LIEW | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER W MAY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH NEUBAUER | |||||||||
| CHAIRMAN OF THE BOARD | 18.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILY NICKLIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL P POLSKY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MYRTLE S POTTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J PRITZKER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GURU RAMAKRISHNAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W ROGERS JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMMANUEL ROMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW M ROSENFIELD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M RUBENSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALVARO J SAIEH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NASSEF O SAWIRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE G STEVANOVICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH M THOMPSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY A TOLAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BYRON D TROTT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARSHALL I WAIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY W WENDT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD R WILSON JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAULA WOLFF | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL G YOVOVICH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCIS TF YUEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J ZIMMER | |||||||||
| PRESIDENT | 40.00 | Yes (X) | $2,722,029 | $0 | $510,858 | 16.00 | |||
| ERIC ISAACS | |||||||||
| PROVOST | 40.00 | $765,746 | $0 | $109,551 | 9.00 | Yes (X) | |||
| ROWAN MIRANDA | |||||||||
| VP FOR OPERATIONS & CFO | 40.00 | $726,581 | $0 | $80,401 | 11.00 | Yes (X) | |||
| KAREN WARREN COLEMAN | |||||||||
| VP CAMPUS AND STUD. LIFE | 40.00 | $318,809 | $0 | $42,743 | Yes (X) | ||||
| DEREK DOUGLAS | |||||||||
| VP CIVIC ENGAGEMENT | 40.00 | $482,367 | $0 | $72,686 | 8.00 | Yes (X) | |||
| DAVID B FITHIAN | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $568,477 | $0 | $36,556 | 6.00 | Yes (X) | |||
| KIMBERLY TAYLOR | |||||||||
| VP & GENERAL COUNSEL | 40.00 | $633,810 | $0 | $78,542 | 14.00 | Yes (X) | |||
| RICHARD IORIO | |||||||||
| VP & CHIEF HUMAN RESOURCE OFC. | 40.00 | $721,408 | $0 | $11,567 | Yes (X) | ||||
| DONALD H LEVY | |||||||||
| VP FOR RESEARCH | 40.00 | $425,840 | $0 | $35,251 | 9.00 | Yes (X) | |||
| JOHN LONGBRAKE | |||||||||
| VP COMMUNICATIONS | 40.00 | $129,685 | $0 | $38,362 | Yes (X) | ||||
| KENNETH MANOTTI | |||||||||
| VP ALUMNI RELATIONS & DEVL. | 40.00 | $608,928 | $0 | $35,181 | Yes (X) | ||||
| JAMES G NONDORF | |||||||||
| VP ENROLL. & STUDENT ADV. | 40.00 | $557,249 | $0 | $30,835 | Yes (X) | ||||
| JULIE PETERSON | |||||||||
| VP COMMUNICATIONS | 40.00 | $429,436 | $0 | $32,624 | Yes (X) | ||||
| KENNETH S POLONSKY | |||||||||
| EXEC. VP MEDICAL AFFAIRS | 40.00 | $2,010,871 | $0 | $246,520 | 21.00 | Yes (X) | |||
| DARREN REISBERG | |||||||||
| SECRETARY OF THE UNIVERSITY | 40.00 | $296,475 | $0 | $31,935 | 1.00 | Yes (X) | |||
| MARK A SCHMID | |||||||||
| VP AND CHIEF INVEST. OFFICER | 40.00 | $2,127,287 | $0 | $824,496 | Yes (X) | ||||
| IAN SOLOMON | |||||||||
| VP GLOBAL ENGAGEMENT | 40.00 | $362,254 | $0 | $42,030 | 1.00 | Yes (X) | |||
| KATIE CALLOW-WRIGHT | |||||||||
| VP & CHIEF OF STAFF | 40.00 | $259,267 | $0 | $51,116 | Yes (X) | ||||
| MICHAEL EDLESON | |||||||||
| INVESTMENT CHIEF RISK OFFICER | 40.00 | $1,133,610 | $0 | $391,008 | Yes (X) | ||||
| PATRICK O'HARA | |||||||||
| INV CHIEF OPERATING OFFICER | 40.00 | $1,128,642 | $0 | $396,717 | Yes (X) | ||||
| VALLUVAN JEEVANANDAM | |||||||||
| CHIEF CARDIAC & THORACIC SURG. | 40.00 | $1,251,942 | $0 | $41,602 | Yes (X) | ||||
| JOANNA RUPP | |||||||||
| MANAGING DIRECTOR - PRIV. EQUITY | 40.00 | $1,162,987 | $0 | $424,661 | Yes (X) | ||||
| ARIEH SHALHAV | |||||||||
| PROFESSOR & CHIEF | 40.00 | $1,157,637 | $0 | $29,791 | Yes (X) | ||||
| BETH A HARRIS | |||||||||
| INTERIM DIRECTOR LAB SCHOOLS | 40.00 | $1,160,959 | $0 | $46,070 | 12.00 | Yes (X) | |||
| EVERETT VOKES | |||||||||
| CHAIRMAN OF MEDICINE | 40.00 | $868,924 | $0 | $51,164 | Yes (X) | ||||
| SUNIL P KUMAR | |||||||||
| DEAN OF BOOTH SCH. OF BUS. | 40.00 | $619,755 | $0 | $52,740 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,630,975 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,745,007 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3716 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORTENSON CONSTRUCTION | |||||
| 25 NORTHWEST POINT BLVD | ELK GROVE VILLAGE | IL | 60007 | CONSTRUCTION AND RELATED SERVICES | $79,788,402 |
| W E O'NEIL CONSTRUCTION CO | |||||
| 1245 W WASHINGTON BLVD | CHICAGO | IL | 60607 | CONSTRUCTION AND RELATED SERVICES | $34,468,120 |
| BULLEY & ANDREWS LLC | |||||
| 1755 W ARMITAGE AVENUE | CHICAGO | IL | 60622 | CONSTRUCTION AND RELATED SERVICES | $29,447,303 |
| LEND LEASE US | |||||
| 1 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | CONSTRUCTION AND RELATED SERVICES | $20,159,559 |
| ARAMARK SERVICES | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE MANAGEMENT | $16,532,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1063 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $886,071 | FundraisingAmt |
| Related Organizations | $71,750,000 | RelatedOrganizationsAmt |
| Government Grants | $1,039,030,756 | GovernmentGrantsAmt |
| All Other Contributions | $509,389,840 | AllOtherContributionsAmt |
| Noncash Contributions | $50,343,176 | NoncashContributionsAmt |
| Total Contributions | $1,621,056,667 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $778,381,950 | $778,381,950 |
| SALES & SERVICES EDUCATIONAL ACTI | 900099 | $383,915,491 | $383,915,491 |
| SALES & SERVICES AUX ENTERPRISES | 611710 | $154,789,743 | $154,789,743 |
| ARGONNE - OTHER | 541900 | $33,579,501 | $33,579,501 |
| FEE FROM GOVT AGENCIES | 900099 | $4,755,666 | $4,755,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,355,422,351 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,603,367 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $241,695 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,361,672 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,605 | TotalRevenueColumnAmt |
| Exclusion | $99,605 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,280,389 | TotalRevenueColumnAmt |
| Exclusion | $12,280,389 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,499,151 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,499,151 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,499,151 | TotalRevenueColumnAmt |
| Exclusion | $7,499,151 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $799,514,581 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $636,105,370 | SecuritiesAmt |
| Other | $8,378,293 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163,409,211 | SecuritiesAmt |
| Other | -$8,378,293 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,030,918 | TotalRevenueColumnAmt |
| Exclusion | $155,030,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $223,069 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $886,071 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $355,173 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$132,104 | TotalRevenueColumnAmt |
| Exclusion | -$132,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $51,977,775 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,783,179 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,194,596 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,194,596 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONFERENCES & CATERING | 722320 | $6,216,445 | $6,216,445 | |
| ACTUARIAL ADJUSTMENT | 900099 | $3,557,325 | $3,557,325 | |
| ADVERTISING | 541800 | $72,885 | $72,885 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,164,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$21,131,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $966,685 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$10,318,296 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,244,736,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,377,042,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,497,710 | UnrelatedBusinessRevenueAmt |
| Exclusion | $239,139,631 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,873,857 | TotalAmt |
| Program Services | $38,873,857 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,673,694 | TotalAmt |
| Program Services | $379,673,694 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,825,695 | TotalAmt |
| Program Services | $9,825,695 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,217,934 | TotalAmt |
| Management And General | $13,602,934 | ManagementAndGeneralAmt |
| Fundraising | $615,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,029,669 | TotalAmt |
| Program Services | $1,207,175,269 | ProgramServicesAmt |
| Management And General | $176,686,450 | ManagementAndGeneralAmt |
| Fundraising | $37,167,950 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,862,691 | TotalAmt |
| Program Services | $67,483,768 | ProgramServicesAmt |
| Management And General | $9,396,324 | ManagementAndGeneralAmt |
| Fundraising | $1,982,599 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,476,663 | TotalAmt |
| Program Services | $210,998,198 | ProgramServicesAmt |
| Management And General | $27,533,910 | ManagementAndGeneralAmt |
| Fundraising | $6,944,555 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,451,617 | TotalAmt |
| Program Services | $74,153,069 | ProgramServicesAmt |
| Management And General | $8,908,556 | ManagementAndGeneralAmt |
| Fundraising | $2,389,992 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,871,800 | TotalAmt |
| Program Services | $40,317,143 | ProgramServicesAmt |
| Management And General | $3,511,601 | ManagementAndGeneralAmt |
| Fundraising | $2,043,056 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,791,308 | TotalAmt |
| Program Services | $72,517 | ProgramServicesAmt |
| Management And General | $5,718,791 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,557 | TotalAmt |
| Management And General | $955,557 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,978 | TotalAmt |
| Management And General | $89,978 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,894 | TotalAmt |
| Fundraising | $552,894 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,792,207 | TotalAmt |
| Management And General | $7,792,207 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,907,129 | TotalAmt |
| Program Services | $94,047,983 | ProgramServicesAmt |
| Management And General | $22,859,146 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,364,654 | TotalAmt |
| Program Services | $8,184,214 | ProgramServicesAmt |
| Management And General | $180,440 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,369,988 | TotalAmt |
| Program Services | $144,785,278 | ProgramServicesAmt |
| Management And General | $31,256,420 | ManagementAndGeneralAmt |
| Fundraising | $6,328,290 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,451,439 | TotalAmt |
| Program Services | $22,462,195 | ProgramServicesAmt |
| Management And General | $10,309,107 | ManagementAndGeneralAmt |
| Fundraising | $680,137 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,118,288 | TotalAmt |
| Program Services | $4,087,288 | ProgramServicesAmt |
| Management And General | $31,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,756,637 | TotalAmt |
| Program Services | $97,862,158 | ProgramServicesAmt |
| Management And General | $6,298,641 | ManagementAndGeneralAmt |
| Fundraising | $1,595,838 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,046,283 | TotalAmt |
| Program Services | $49,582,449 | ProgramServicesAmt |
| Management And General | $6,614,291 | ManagementAndGeneralAmt |
| Fundraising | $1,849,543 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,586,806 | TotalAmt |
| Program Services | $37,507,756 | ProgramServicesAmt |
| Management And General | $4,231,073 | ManagementAndGeneralAmt |
| Fundraising | $1,847,977 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,027,384 | TotalAmt |
| Program Services | $114,027,384 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,726,755 | TotalAmt |
| Management And General | $6,726,755 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,115,116 | TotalAmt |
| Program Services | $188,101,473 | ProgramServicesAmt |
| Management And General | $13,643 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,280,274 | TotalAmt |
| Program Services | $13,245,341 | ProgramServicesAmt |
| Management And General | $1,013,107 | ManagementAndGeneralAmt |
| Fundraising | $21,826 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPORT SERVICES | $51,361,438 | $45,616,791 | $3,363,931 | $2,380,716 |
| ACTUARIAL ADJUSTMENTS | $45,203,685 | $45,203,685 | ||
| EQUIPMENT RENTAL & MAIN | $31,901,446 | $28,847,429 | $1,788,361 | $1,265,656 |
| ALTERATIONS & REPAIRS | $19,412,676 | $17,241,418 | $1,271,438 | $899,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,934,918 | TotalAmt |
| Program Services | $31,362,593 | ProgramServicesAmt |
| Management And General | $30,197,883 | ManagementAndGeneralAmt |
| Fundraising | $2,374,442 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,030,480 | TotalAmt |
| Program Services | $2,970,738,645 | ProgramServicesAmt |
| Management And General | $380,351,544 | ManagementAndGeneralAmt |
| Fundraising | $70,940,291 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,728,462 | BOYAmt |
| EOY | -$466,495 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,334,945 | BOYAmt |
| EOY | $416,085,495 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,035,419 | BOYAmt |
| EOY | $658,020,285 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,329,564 | BOYAmt |
| EOY | $128,322,591 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,067 | BOYAmt |
| EOY | $439,572 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,334,867 | BOYAmt |
| EOY | $44,699,303 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,164,489 | BOYAmt |
| EOY | $6,956,494 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,856,122 | BOYAmt |
| EOY | $43,539,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,060,873,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,899,638,993 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,041,081,413 | BOYAmt |
| EOY | $3,161,234,173 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,027,855 | BOYAmt |
| EOY | $1,979,545,396 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,385,853,010 | BOYAmt |
| EOY | $4,355,032,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,422,571 | BOYAmt |
| EOY | $27,183,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,868,194,860 | BOYAmt |
| EOY | $10,820,592,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,653,780 | BOYAmt |
| EOY | $725,570,694 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,745,529 | BOYAmt |
| EOY | $139,546,711 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,074,376 | BOYAmt |
| EOY | $2,268,064,070 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,680,000 | BOYAmt |
| EOY | $53,070,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,214,557,398 | BOYAmt |
| EOY | $1,360,878,694 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,866,777 | BOYAmt |
| EOY | $181,028,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,286,577,860 | BOYAmt |
| EOY | $4,728,158,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,920,000 | BOYAmt |
| EOY | $925,826,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,483,685,000 | BOYAmt |
| EOY | $3,199,727,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,012,000 | BOYAmt |
| EOY | $1,966,881,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,581,617,000 | BOYAmt |
| EOY | $6,092,434,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,868,194,860 | BOYAmt |
| EOY | $10,820,592,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$177,293,836 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$311,888,632 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$532 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,467,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,776,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,572,513,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,524,767,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,621,056,667 | CurrentTaxYearAmt |
| Total | $6,851,581,801 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,467,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,776,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,572,513,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,524,767,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,621,056,667 | CurrentTaxYearAmt |
| Total | $6,851,581,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,851,581,801 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,361,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,713,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,742,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,217,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,482,512 | CurrentTaxYearAmt |
| Total | $561,517,058 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,577,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $1,390,683 | CurrentTaxYearAmt |
| Total | $11,968,261 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,445,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,224,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,375,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,176,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,751,921 | CurrentTaxYearAmt |
| Total | $223,973,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,649,040,798 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,256,846,660 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A PART II LINE 10 | OTHER INCOME IS COMPRISED OF NEW INCOME FROM SALE OF INVENTORY, ACTUARIAL ADJUSTMENTS AND OTHER INCOME |
| SCHEDULE A PART II | THE UNIVERSITY OF CHICAGO IS A SCHOOL; HOWEVER IN ORDER TO USE THE SPECIAL USE CALCULATION 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 CLASSIFED IN PART I LINE 7 AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENT UNIT OR FROM THE GENERAL PUBLIC. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $430,443 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $430,443 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,471,559,000 | BeginningYearBalanceAmt |
| Contributions | $138,940,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$134,354,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,663,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $360,568,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,911,000 | AdministrativeExpensesAmt |
| End Year Balance | $6,045,003,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,460,254,000 | BeginningYearBalanceAmt |
| Contributions | $159,687,000 | ContributionsAmt |
| Investment Earnings Or Losses | $252,160,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,896,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,354,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,292,000 | AdministrativeExpensesAmt |
| End Year Balance | $6,471,559,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,886,968,000 | BeginningYearBalanceAmt |
| Contributions | $137,041,000 | ContributionsAmt |
| Investment Earnings Or Losses | $784,536,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $44,718,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $285,901,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,672,000 | AdministrativeExpensesAmt |
| End Year Balance | $6,460,254,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,701,419,000 | BeginningYearBalanceAmt |
| Contributions | $117,250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $399,315,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,748,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $272,226,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,042,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,886,968,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,691,013,000 | BeginningYearBalanceAmt |
| Contributions | $82,079,000 | ContributionsAmt |
| Investment Earnings Or Losses | $265,909,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,210,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $277,366,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,006,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,701,419,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,816,701 | OtherCostOrOtherBasisAmt |
| Book Value | $108,816,701 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,071,969,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,291,761,455 | DepreciationAmt |
| Book Value | $2,780,207,617 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $517,166,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $327,824,047 | DepreciationAmt |
| Book Value | $189,342,312 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,921,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $280,053,491 | DepreciationAmt |
| Book Value | $82,867,543 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,161,234,173 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $898,443,269 | F |
| VENTURE CAPITAL | $3,456,589,543 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,355,032,812 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $147,835,630 |
| OTHER INCLUDING ASSET RETIREMENT OBLIGATION | $33,192,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $181,028,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,224,291,984 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$311,888,632 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $47,137,335 | OtherRevenueAmt |
| Revenue Not Reported | -$264,751,297 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,489,043,281 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,792,207 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $747,901,156 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $755,693,363 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,244,736,644 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,779,473,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $111,477,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $111,477,852 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,667,995,369 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,792,207 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $746,242,904 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $754,035,111 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,422,030,480 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS - THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND THE ORIENTAL INSTITUTE OF THE UNIVERSITY OF CHICAGO (ORIENTAL INSTITUTE MUSEUM). THE SMART MUSEUM PROMOTES THE UNDERSTANDING OF THE VISUAL ARTS AND THEIR IMPORTANCE TO CULTURAL AND INTELLECTUAL HISTORY THROUGH DIRECT EXPERIENCES WITH ORIGINAL WORKS OF ART AND THROUGH AN INTERDISCIPLINARY APPROACH TO ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS AND PROGRAMS. THE SCOPE OF ITS PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, FOCUS ON RESEARCH AND TEACHING BY THE UNIVERSITY OF CHICAGO SCHOLARS AND OUTREACH AND EDUCATIONAL PROGRAMS TO BOTH ADULTS AND SCHOOL AGE CHILDREN MAKE SMART MUSEUM ONE OF THE MIDWEST'S MOST DYNAMIC AND INNOVATIVE EDUCATIONAL INSTITUTIONS IN THE VISUAL ARTS. THE ORIENTAL INSTITUTE MUSEUM IS A WORLD RENOWNED SHOWCASE FOR THE HISTORY, ART AND ARCHAEOLOGY OF THE ANCIENT NEAR EAST. THE COLLECTIONS ARE USED EXTENSIVELY FOR RESEARCH, TEACHING AND EXHIBITIONS. ITS APPROACH TO INTEGRATE ARCHAEOLOGICAL, TEXTUAL AND ART HISTORICAL DATA TO UNDERSTAND THE DEVELOPMENT AND FUNCTIONS OF THE ANCIENT CIVILIZATIONS OF THE NEAR EAST MAKE IT AN EXCEPTIONAL RESOURCE FOR THE UNIVERSITY COMMUNITY AS WELL AS THE COMMUNITY AT LARGE. |
| PART V, LINE 4: | THE UNIVERSITY'S USE OF ENDOWMENT FUNDS IS INSEPARABLE FROM THE OVERALL ACADEMIC MISSION AS ONE OF THE WORLD'S LEADING RESEARCH UNIVERSITIES. ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS; SUPPORT PROFESSORSHIPS; SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS; SUPPORT THE ACQUISITION, RESTORATION AND PRESERVATION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES; AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT, GROUNDS, AND EQUIPMENT. |
| PART X, LINE 2: | THE UNIVERSITY OF CHICAGO IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2016 AND 2015 AND THERE ARE NO UNCERTAIN TAX POSITIONS CONSIDERED TO BE MATERIAL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF DISPOSED EQUIPMENT 8,378,293. COST OF GOODS SOLD 12,783,179. RELATED ORGANIZATIONS 25,975,865. OTHER -2. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UCHICAGO ARGONNE LLC REVENUE 731,071,725. OTHER DISREGARDED ENTITIES 16,829,431. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DISPOSAL OF EQUIPMENT 8,378,293. COST OF GOODS SOLD 12,783,179. RELATED ORGANIZATIONS 90,314,145. OTHER 2,235. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UCHICAGO ARGONNE LLC 731,071,725. OTHER DISREGARDED ENTITIES 15,171,179. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM ACROSS THE NATION AND AROUND THE WORLD, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY, AS EMBODIED IN THE UNIVERSITY'S POLICY ON UNLAWFUL DISCRIMINATION AND HARASSMENT, AND INCLUDES A STATEMENT OF ITS NONDISCRIMINATORY POLICY ON ITS BROCHURES, CATALOGUES AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (41 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 31 | PROGRAM SERVICES | INSTRUCTION | $19,810,050 |
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | INSTRUCTION | $60,788 | ||
| EAST ASIA AND THE PACIFIC | 2 | 23 | PROGRAM SERVICES | INSTRUCTION | $19,148,265 |
| SOUTH ASIA | PROGRAM SERVICES | INSTRUCTION | $124,551 | ||
| NORTH AMERICA | PROGRAM SERVICES | INSTRUCTION | $93,499 | ||
| MIDDLE EAST AND NORTH AFRICA | 2 | PROGRAM SERVICES | INSTRUCTION | $424,508 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 11 | PROGRAM SERVICES | RESEARCH | $891,362 | |
| EAST ASIA AND THE PACIFIC | 1 | 7 | PROGRAM SERVICES | RESEARCH | $2,340,602 |
| SOUTH ASIA | 1 | 16 | PROGRAM SERVICES | RESEARCH | $4,735,300 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 20 | PROGRAM SERVICES | RESEARCH | $1,234,555 |
| SOUTH AMERICA | PROGRAM SERVICES | RESEARCH | $1,433,954 | ||
| ANTARCTICA | 9 | PROGRAM SERVICES | RESEARCH | $640,961 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | SUBAWARDS | $2,536,541 | ||
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | SUBAWARDS | $71,190 | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | SUBAWARDS | $413,859 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SUBAWARDS | $40,748 | ||
| SOUTH ASIA | PROGRAM SERVICES | SUBAWARDS | $226,209 | ||
| NORTH AMERICA | PROGRAM SERVICES | SUBAWARDS | $1,298,976 | ||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | SUBAWARDS | $100,000 | ||
| SOUTH AMERICA | PROGRAM SERVICES | SUBAWARDS | $48,384 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $395,342 | ||
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $12,800 | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $85,700 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $605,900 | ||
| SOUTH ASIA | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $18,000 | ||
| NORTH AMERICA | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $62,315 | ||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $149,126 | ||
| SOUTH AMERICA | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $71,550 | ||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | SCHOLARSHIPS AND STIPENDS | $23,000 | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | FUNDRAISING | $231,631 | |||
| RUSSIA AND NEIGHBORING STATES | FUNDRAISING | $416 | |||
| EAST ASIA AND THE PACIFIC | FUNDRAISING | $174,762 | |||
| SOUTH ASIA | FUNDRAISING | $67,811 | |||
| NORTH AMERICA | FUNDRAISING | $16,248 | |||
| MIDDLE EAST AND NORTH AFRICA | FUNDRAISING | $339 | |||
| SOUTH AMERICA | FUNDRAISING | $23,729 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $2,746,494,931 | |||
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $46,067,285 | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $411,450,892 | |||
| NORTH AMERICA | INVESTMENTS | $34,674,937 | |||
| SUB-SAHARAN AFRICA | INVESTMENTS | $138,024,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 5 | SubtotalOfficesCnt |
| Subtotal Employees | 74 | SubtotalEmployeesCnt |
| Continutation Total Office | 2 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 45 | ContinutationTotalEmployeeCnt |
| Total Office | 7 | TotalOfficeCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Subtotal Spent | $42,893,625 | SubtotalSpentAmt |
| Continuation Spent | $3,391,431,546 | ContinuationSpentAmt |
| Total Spent | $3,434,325,171 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (34 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $156,386 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $650,107 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $50,000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $57,661 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | $103,864 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD | $50,000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $23,778 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $50,000 | WIRE |
| SOUTH ASIA | SUBAWARD | $4,549 | WIRE |
| SOUTH ASIA | SUBAWARD | $179,780 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $50,000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $100,000 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $21,950 | WIRE |
| NORTH AMERICA | SUBAWARD | $29,885 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $59,019 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | $109,111 | WIRE |
| RUSSIA AND NEIGHBORING STATES | SUBAWARD | $71,190 | WIRE |
| NORTH AMERICA | SUBAWARD | $968,639 | WIRE |
| SOUTH ASIA | SUBAWARD | $41,880 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $711,765 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $61,440 | WIRE |
| NORTH AMERICA | SUBAWARD | $8,249 | WIRE |
| NORTH AMERICA | SUBAWARD | $73,174 | WIRE |
| SOUTH AMERICA | SUBAWARD | $48,384 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $67,280 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $20,251 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD | $50,000 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD | $200,885 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $283,605 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $50,000 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD | $40,748 | WIRE |
| NORTH AMERICA | SUBAWARD | $219,029 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $21,640 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBAWARD | $101,660 | WIRE |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (11 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| STUDENT AID | EUROPE (INCLUDING ICELAND & GREENLAND) | $87,775 | CHECK OR WIRE | $4 |
| STUDENT AID | MIDDLE EAST AND NORTH AFRICA | $19,914 | CHECK OR WIRE | $1 |
| SUMMER STUDENT GRANTS | CENTRAL AMERICA AND THE CARIBBEAN | $23,000 | CHECK OR WIRE | $5 |
| SUMMER STUDENT GRANTS | EAST ASIA AND THE PACIFIC | $605,900 | CHECK OR WIRE | $145 |
| SUMMER STUDENT GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) | $307,567 | CHECK OR WIRE | $85 |
| SUMMER STUDENT GRANTS | MIDDLE EAST AND NORTH AFRICA | $129,212 | CHECK OR WIRE | $37 |
| SUMMER STUDENT GRANTS | NORTH AMERICA | $62,315 | CHECK OR WIRE | $15 |
| SUMMER STUDENT GRANTS | RUSSIA AND NEIGHBORING STATES | $12,800 | CHECK OR WIRE | $3 |
| SUMMER STUDENT GRANTS | SOUTH AMERICA | $71,550 | CHECK OR WIRE | $17 |
| SUMMER STUDENT GRANTS | SOUTH ASIA | $18,000 | CHECK OR WIRE | $4 |
| SUMMER STUDENT GRANTS | SUB-SAHARAN AFRICA | $85,700 | CHECK OR WIRE | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,003,571 | GrossReceiptsAmt |
| Retained By Contractor | $552,894 | RetainedByContractorAmt |
| Net To Organization | $450,677 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,003,571 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $552,894 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $450,677 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LAB SCHOOL | Event1Nm |
| Gross Receipts Event1 | $798,479 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $623,690 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $174,789 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $106,158 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $135,562 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,110 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,570 | OtherDirectExpensesEvent1Amt |
| Event2 | COURT THEATRE | Event2Nm |
| Gross Receipts Event2 | $310,661 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $262,381 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,280 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $61,232 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,580 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $22,961 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,109,140 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $886,071 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $223,069 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $106,158 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $196,794 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,690 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,531 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $355,173 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$132,104 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2B | FormAndLineReferenceDesc |
| Explanation | MONTHLY INSTALLMENTS $544,774 MAILING CHARGES 2,909 POSTAGE 5,211 TOTAL $552,894 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (174 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH NETWORK | ||||||||
| 1501 S CALIFORNIA AVENUE | CHICAGO | IL | 60608 | 363317058 | 501 (C) (3) | $20,346 | SUBAWARD | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 104611975 | 131624225 | 501 (C) (3) | $53,997 | SUBAWARD | |
| ALLIANCE OF CHICAGO COMMUNITY HEALTH SERVICES L3C | ||||||||
| 215 W OHIO STREET 4TH FLOOR | CHICAGO | IL | 60654 | 364444309 | $136,596 | SUBAWARD | ||
| AMERICAN PSYCHOLOGICAL ASSOCIATION | ||||||||
| 750 FIRST STREET NE | WASHINGTON | DC | 200024242 | 530205890 | 501 (C) (3) | $21,000 | SUBAWARD | |
| ASIAN HUMAN SERVICES FAMILY HEALTH CENTER | ||||||||
| 2424 W PETERSON AVENUE | CHICAGO | IL | 60659 | 010567661 | 501 (C) (3) | $65,000 | SUBAWARD | |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | ||||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | 940294860 | 501 (C) (3) | $42,268 | SUBAWARD | |
| BAYLOR RESEARCH INSTITUTE | ||||||||
| 3310 LIVE OAK SUITE 501 | DALLAS | TX | 752046165 | 751921898 | 501 (C) (3) | $10,491 | SUBAWARD | |
| BAYLOR UNIVERSITY | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 770303411 | 741613878 | 501 (C) (3) | $163,756 | SUBAWARD | |
| BECKMAN RESEARCH INSTITUTE | ||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 910103000 | 953432210 | 501 (C) (3) | $5,950 | SUBAWARD | |
| BEHAVIORAL IDEAS LAB INC (IDEAS42) | ||||||||
| 242 W 30TH ST SUITE 1000 | NEW YORK | NY | 10001 | 271678009 | 501 (C) (3) | $267,603 | SUBAWARD | |
| BELOVED COMMUNITY FAMILY | ||||||||
| 6430 SOUTH HARVARD | CHICAGO | IL | 60621 | 202273383 | 501 (C) (3) | $55,000 | SUBAWARD | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 022155491 | 042103881 | 501 (C) (3) | $274,932 | SUBAWARD | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEATLH AVENUE | CHESTNUT HILL | MA | 024673800 | 042103545 | 501 (C) (3) | $15,790 | SUBAWARD | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 101 HUNTINGTON STREET SUITE 305 | BOSTON | MA | 02199 | 042312909 | 501 (C) (3) | $121,305 | SUBAWARD | |
| BRIGHT STAR COMMUNITY OUTREACH INC | ||||||||
| 4518 S COTTAGE GROVE AVENUE | CHICAGO | IL | 606534395 | 262007088 | 501 (C) (3) | $180,512 | SUBAWARD | |
| BUCKNELL UNIVERSITY | ||||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | 240772407 | 501 (C) (3) | $50,000 | SUBAWARD | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BOULEVARD | PASADENA | CA | 911250001 | 951643307 | 501 (C) (3) | $415,951 | SUBAWARD | |
| CAMBRIDGE HEALTH ALLIANCE | ||||||||
| 1493 CAMBRIDGE STREET | CAMBRIDGE | MA | 021391047 | 043320571 | GOV | $98,726 | SUBAWARD | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067037 | 341018992 | 501 (C) (3) | $240,650 | SUBAWARD | |
| CENTERS FOR NEW HORIZONS | ||||||||
| 4150 SOUTH KING DRIVE | CHICAGO | IL | 60653 | 362729721 | 501 (C) (3) | $7,405 | SUBAWARD | |
| CHAPIN HALL CENTER FOR CHILDREN | ||||||||
| 1313 EAST 60TH STREET | CHICAGO | IL | 606372830 | 362167012 | 501 (C) (3) | $317,837 | SUBAWARD | |
| CHARLES DREW UNIVERSITY | ||||||||
| 1731 E 120TH STREET | LOS ANGELES | CA | 900593051 | 956151774 | 501 (C) (3) | $28,735 | SUBAWARD | |
| CHICAGO ASSOCIATION FOR RESEARCH & EDUCATION IN SCIENCE | ||||||||
| 5000 SOUTH 5TH AVE BUILDING ONE | HINES | IL | 601413030 | 363334177 | 501 (C) (3) | $43,587 | SUBAWARD | C347 |
| CHICAGO DEPARTMENT OF PUBLIC HEALTH | ||||||||
| 333 S STATE STREET ROOM 200 | CHICAGO | IL | 60604 | 366005820 | GOV | $104,589 | SUBAWARD | |
| CHICAGO FAMILY HEALTH CENTERFORMERLY CLARETIAN MED CTR | ||||||||
| 9119 S EXCHANGE AVENUE | CHICAGO | IL | 60617 | 362893854 | 501 (C) (3) | $55,999 | SUBAWARD | |
| CHILDREN'S HOSPITAL BOSTON | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501 (C) (3) | $11,542 | SUBAWARD | |
| CHICAGO JOBS COUNCIL | ||||||||
| 29 E MADISON ST SUITE 1700 | CHICAGO | IL | 606024415 | 363293115 | 501 (C) (3) | $76,878 | SUBAWARD | |
| CLEVELAND CLINIC | ||||||||
| 9500 EUCLID AVENUE/JJN5-01 | CLEVELAND | OH | 44195 | 340714585 | 501 (C) (3) | $50,000 | SUBAWARD | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 135TH STREET | NEW YORK | NY | 10027 | 135598093 | 501 (C) (3) | $648,639 | SUBAWARD | |
| COMMUNITY HEALTH | ||||||||
| 2611 WEST CHICAGO AVENUE | CHICAGO | IL | 60622 | 363317963 | 501 (C) (3) | $52,000 | SUBAWARD | |
| CORNELL UNIVERSITY | ||||||||
| 395 PINE TREE ROAD SUITE 302 | ITHACA | NY | 14850 | 150532082 | 501 (C) (3) | $926,910 | SUBAWARD | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 44 BINNEY STREET MS OS-385 | BOSTON | MA | 02115 | 042263040 | 501 (C) (3) | $43,191 | SUBAWARD | |
| DARTMOUTH COLLEGE | ||||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 03755 | 020222111 | 501 (C) (3) | $103,760 | SUBAWARD | |
| DAVID LYNCH FOUNDATION | ||||||||
| 5300 SOUTH SHORE DRIVE SUITE 88 | CHICAGO | IL | 60615 | 830436453 | 501 (C) (3) | $100,000 | SUBAWARD | |
| DE PAUL UNIVERSITY | ||||||||
| 1 EAST JACKSON BOULEVARD | CHICAGO | IL | 60604 | 362167048 | 501 (C) (3) | $140,410 | SUBAWARD | |
| DECATUR MEMORIAL HOSPITAL | ||||||||
| 2300 NORTH EDWARD STREET | DECATUR | IL | 62526 | 370661199 | 501 (C) (3) | $34,353 | SUBAWARD | |
| DENVER HEALTH AND HOSPITAL AUTHORITY | ||||||||
| 777 BANCOCK STREET | DENVER | CO | 80204 | 841343242 | GOV | $30,295 | SUBAWARD | |
| DISCIPLES DIVINITY HOUSE | ||||||||
| 1156 E 57TH STREET | CHICAGO | IL | 60637 | 362270045 | 501 (C) (3) | $50,000 | SUBAWARD | |
| DUKE UNIVERSITY | ||||||||
| 2200 WEST MAIN STREET SUITE 300 | DURHAM | NC | 27705 | 560532129 | 501 (C) (3) | $457,129 | SUBAWARD | |
| ELEVATE ENERGY | ||||||||
| 322 S GREEN ST SUITE 300 | CHICAGO | IL | 60607 | 364443093 | 501 (C) (3) | $160,000 | SUBAWARD | |
| EMORY UNIVERSITY | ||||||||
| 1599 CLIFTON ROAD 3RD FLOOR | ATLANTA | GA | 30322 | 580566256 | 501 (C) (3) | $107,632 | SUBAWARD | |
| ERIKSON INSTITUTE | ||||||||
| 451 NORTH LASALLE | CHICAGO | IL | 606544510 | 362593545 | 501 (C) (3) | $34,424 | SUBAWARD | |
| EVERTHRIVE ILLINOIS | ||||||||
| 1256 W CHICAGO AVENUE | CHICAGO | IL | 606425703 | 363651051 | 501 (C) (3) | $20,000 | SUBAWARD | |
| FELLOWSHIP FOR INTERPRETATION OF GENOMES | ||||||||
| 15 W 155 81ST STREET | BURR RIDGE | IL | 60527 | 141883085 | 501 (C) (3) | $703,456 | SUBAWARD | |
| FLORIDA INSTITUTE OF TECHNOLOGY | ||||||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 329016975 | 596046500 | 501 (C) (3) | $81,642 | SUBAWARD | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH STREET CSC 310 | MIAMI | FL | 33199 | 650177616 | GOV | $110,915 | SUBAWARD | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVENUE N PO BOX 19024 | SEATTLE | WA | 981091024 | 237156071 | 501 (C) (3) | $54,361 | SUBAWARD | 19024 |
| FRIEND FAMILY HEALTH CENTER | ||||||||
| 800 E 55TH STREET | CHICAGO | IL | 60615 | 364161801 | 501 (C) (3) | $68,811 | SUBAWARD | |
| GE GLOBAL RESEARCH | ||||||||
| 1 RESEARCH CIRCLE | NISKAYUNA | NY | 123091027 | 140689340 | $100,090 | SUBAWARD | ||
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 44983 KNOLL SQUARE BLDG II | ASHBURN | VA | 20147 | 530196584 | 501 (C) (3) | $9,122 | SUBAWARD | |
| GEORGIA HEALTH SCIENCES UNIVERSITY RESEARCH INSTITUTE | ||||||||
| 1120 15TH STREET | AUGUSTA | GA | 309124810 | 581418202 | 501 (C) (3) | $15,779 | SUBAWARD | |
| GREATER AUBURN GRESHAM DEVELOPMENT CORPORATION | ||||||||
| 1159 WEST 79TH STREET | CHICAGO | IL | 60620 | 364377387 | 501 (C) (3) | $6,691 | SUBAWARD | |
| HARVARD UNIVERSITY | ||||||||
| 667 HUNTINGTON AVENUE | BOSTON | MA | 021111817 | 042103580 | 501 (C) (3) | $607,597 | SUBAWARD | |
| HEARTLAND HEALTH CENTERS | ||||||||
| 3048 N WILTON AVENUE | CHICAGO | IL | 60657 | 363843377 | 501 (C) (3) | $60,000 | SUBAWARD | |
| HEKTOEN INSTITUTE | ||||||||
| 2240 W OGDEN AVENUE 2ND FLOOR | CHICAGO | IL | 60612 | 362244897 | 501 (C) (3) | $102,732 | SUBAWARD | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | 136171197 | 501 (C) (3) | $116,118 | SUBAWARD | |
| IIT RESEARCH INSTITUTE | ||||||||
| 10 W 35TH STREET | CHICAGO | IL | 606163799 | 362169122 | 501 (C) (3) | $187,561 | SUBAWARD | |
| ILLINOIS CANCER CARE | ||||||||
| 8940 N WOOD SAGE ROAD | PEORIA | IL | 616157822 | 371409840 | $19,029 | SUBAWARD | ||
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 3300 S FEDERAL STREET MAIN BLDG RM | CHICAGO | IL | 606163793 | 362170136 | 501 (C) (3) | $622,250 | SUBAWARD | 308 |
| INDIANA UNIVERSITY | ||||||||
| POPLARS 426 400 E 7TH ST | BLOOMINGTON | IN | 47405 | 356001673 | GOV | $1,306,587 | SUBAWARD | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1101 E 33RD STREET | BALTIMORE | MD | 21218 | 520595110 | 501 (C) (3) | $380,671 | SUBAWARD | |
| KAISER FOUNDATION RESEARCH INSTITUTE | ||||||||
| 1800 HARRISON STREET 16TH FLOOR | OAKLAND | CA | 946123433 | 941105628 | 501 (C) (3) | $27,935 | SUBAWARD | |
| LA RABIDA CHILDREN'S HOSPITAL | ||||||||
| 6501 S PROMONTORY DRIVE | CHICAGO | IL | 60649 | 362170143 | 501 (C) (3) | $38,625 | SUBAWARD | |
| LAWNDALE CHRISTIAN HEALTH CENTER | ||||||||
| 3860 W OGDEN AVENUE | CHICAGO | IL | 606232460 | 363308953 | 501 (C) (3) | $50,000 | SUBAWARD | |
| LOUISIANA STATE UNIVERSITY | ||||||||
| 202 HIMES HALL | BATON ROUGE | LA | 70803 | 726000848 | 501 (C) (3) | $15,791 | SUBAWARD | |
| LOYOLA UNIVERSITY | ||||||||
| 820 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | 361408475 | 501 (C) (3) | $75,121 | SUBAWARD | |
| LURIE CHILDREN'S HOSPITAL DBA CHILDREN'S MEMORIAL HOSPITAL | ||||||||
| 2300 CHILDRENS PLAZA BOX 268 | CHICAGO | IL | 60614 | 362170833 | 501 (C) (3) | $42,450 | SUBAWARD | |
| LUTHERAN SCHOOL OF THEOLOGY | ||||||||
| 1100 E 55TH STREET | CHICAGO | IL | 60615 | 362246704 | 501 (C) (3) | $50,000 | SUBAWARD | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 021142696 | 042697983 | 501 (C) (3) | $178,743 | SUBAWARD | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| SUITE NE49-4161 | CAMBRIDGE | MA | 02139 | 042103594 | 501 (C) (3) | $647,684 | SUBAWARD | |
| MATHEMATICAL POLICY RESEARCH | ||||||||
| PO BOX 2393 | PRINCETON | NJ | 085432393 | 222112296 | $11,687 | SUBAWARD | ||
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501 (C) (3) | $168,303 | SUBAWARD | |
| MDRC RESEARCH CORPORATION | ||||||||
| 16 EAST 34TH STREET | NEW YORK | NY | 10016 | 237379473 | 501 (C) (3) | $45,250 | SUBAWARD | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 532260509 | 390806261 | 501 (C) (3) | $259,006 | SUBAWARD | |
| MEDICAL RESEARCH ANALYTICS AND INFORMATICS ALLIANCE | ||||||||
| 2225 W HARRISON STREET STE E | CHICAGO | IL | 60612 | 453007467 | 501 (C) (3) | $327,356 | SUBAWARD | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 18 BEE STREET | CHARLESTON | SC | 29425 | 576028985 | 501 (C) (3) | $6,400 | SUBAWARD | |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||||||||
| 6525 BELCREST ROAD SUITE 700 | HYATTSVILLE | MD | 207822031 | 526056274 | 501 (C) (3) | $12,296 | SUBAWARD | |
| MICROBIOTIX INC | ||||||||
| ONE INNOVATION DRIVE | WORCHESTER | MA | 016054307 | 061538344 | $37,250 | SUBAWARD | ||
| MIDWEST CLINICIANS NETWORK | ||||||||
| 7215 WESTSHIRE DRIVE | LANSING | MI | 48917 | 383189461 | 501 (C) (6) | $63,275 | SUBAWARD | |
| MONTERAY BAY RESEARCH INSTITUTE | ||||||||
| 7700 SANDHOLDT ROAD | MOSS LANDING | CA | 95039 | 770150580 | 501 (C) (3) | $126,675 | SUBAWARD | |
| MORTEN GROUP LLC | ||||||||
| 7360 N SEELY AVE 1 | CHICAGO | IL | 606452314 | 472413158 | $91,548 | SUBAWARD | ||
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 55 EAST MONROE STREET | CHICAGO | IL | 60603 | 362167808 | 501 (C) (3) | $461,276 | SUBAWARD | |
| NEIMAND COLLABORATIVE | ||||||||
| 1025 VERMONT AVENUE NW SUITE 830 | WASHINGTON | DC | 20005 | 521806524 | $828,171 | SUBAWARD | ||
| NEW YORK UNIVERSITY | ||||||||
| 726 BROADWAY | NEW YORK | NY | 10003 | 135562308 | 501 (C) (3) | $162,757 | SUBAWARD | |
| NORTHEASTERN ILLINOIS UNIVERSITY | ||||||||
| 5500 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | 366009515 | GOV | $64,387 | SUBAWARD | |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||||
| 2650 RIDGE AVENUE - G221 | EVANSTON | IL | 60201 | 362167060 | 501 (C) (3) | $92,093 | SUBAWARD | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET SUITE G-547 | EVANSTON | IL | 602081112 | 362167817 | 501 (C) (3) | $1,501,654 | SUBAWARD | |
| OHIO STATE UNIVERSITY | ||||||||
| 901 WOODY HAYES DRIVE | COLUMBUS | OH | 432104016 | 316025986 | GOV | $171,532 | SUBAWARD | |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||
| 3181 SW SAM JACKSON PARK ROAD | PORTLAND | OR | 972393098 | 931176109 | GOV | $83,733 | SUBAWARD | |
| OREGON STATE UNIVERSITY | ||||||||
| B308 KERR ADMINISTRATION BLDG | CORVALLIS | OR | 973312140 | 481278540 | GOV | $18,174 | SUBAWARD | |
| ORLIN RESEARCH INC | ||||||||
| 97 ORLIN AVENUE | MINNEAPOLIS | MN | 55414 | 202552087 | $108,500 | SUBAWARD | ||
| OUNCE OF PREVENTION FUND | ||||||||
| 33 WEST MONROE STREET SUITE 2400 | CHICAGO | IL | 606035400 | 363186328 | 501 (C) (3) | $47,542 | SUBAWARD | |
| PACIFIC NORTHWEST NATIONAL LABORATORY | ||||||||
| 902 BATTELLE BLVD | RICHLAND | WA | 99354 | 314379427 | 501 (C) (3) OR GOV | $50,000 | SUBAWARD | |
| PENN STATE UNIVERSITY | ||||||||
| 513 JOAB L THOMAS BLDG | UNIVERSITY PARK | PA | 16802 | 246000376 | GOV | $89,851 | SUBAWARD | |
| PHARSIGHT CORPORATION | ||||||||
| 100 OVERLOOK CENTER SUITE 101 | PRINCETON | NJ | 085407814 | 770401273 | $45,500 | SUBAWARD | ||
| PHILLIPS ELECTRONICS NORTH AMERICA CORP | ||||||||
| 345 SCARBOROUGH ROAD | BRIAR CLIFF MANOR | NY | 10510 | 133429115 | $90,592 | SUBAWARD | ||
| PLANETARY SCIENCE INSTITUTE | ||||||||
| 1700 EAST FORT LOWELL ROAD SUITE | TUCSON | AZ | 857192395 | 330175263 | 501 (C) (3) | $5,394 | SUBAWARD | 106 |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 18 S MICHIGAN AVENUE 6TH FLOOR | CHICAGO | IL | 60603 | 362170901 | 501 (C) (3) | $37,745 | SUBAWARD | |
| PRINCETON UNIVERSITY | ||||||||
| 5 NEW SOUTH BUILDING PO BOX 5292 | PRINCETON | NJ | 085445292 | 210634501 | 501 (C) (3) | $124,359 | SUBAWARD | |
| PROJECT HOPE | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | 530242962 | 501 (C) (3) | $14,395 | SUBAWARD | |
| PURDUE UNIVERSITY | ||||||||
| 302 WOOD STREET | WEST LAFAYETTE | IN | 479072040 | 356002041 | GOV | $670,381 | SUBAWARD | |
| REHABILITATION INSTITUTE OF CHICAGO | ||||||||
| 345 E SUPERIOR STREET ONT924 | CHICAGO | IL | 606112654 | 362256036 | 501 (C) (3) | $110,000 | SUBAWARD | |
| RESEARCH FOUNDATION FOR SUNY | ||||||||
| 402 CROFTS HALL | BUFFALO | NY | 142607016 | 141368361 | 501 (C) (3) | $401,820 | SUBAWARD | |
| RICE UNIVERSITY | ||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | 741109620 | 501 (C) (3) | $235,660 | SUBAWARD | |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||
| 3333 GREEN BAY ROAD | NORTH CHICAGO | IL | 600643095 | 362181973 | 501 (C) (3) | $35,240 | SUBAWARD | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 WEST VAN BUREN STREET ROOM NO | CHICAGO | IL | 60612 | 362174823 | 501 (C) (3) | $119,100 | SUBAWARD | |
| RUTGERS UNIVERSITY | ||||||||
| 125 PATERSON STREET | NEW BRUNSWICK | NJ | 089011962 | 226001086 | GOV | $85,891 | SUBAWARD | |
| SARAH CANNON RESEARCH INSTITUTE LLC | ||||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | 201557751 | 501 (C) (3) | $11,050 | SUBAWARD | |
| SCHOOL OF THE ART INSTITUTE OF CHICAGO | ||||||||
| 37 S WABASH AVENUE | CHICAGO | IL | 606033002 | 362167725 | 501 (C) (3) | $28,398 | SUBAWARD | |
| SEATTLE CHILDREN'S RESEARCH INSTITUTE | ||||||||
| 1900 NINTH AVENUE MS C95-5 | SEATTLE | WA | 98101 | 910564748 | 501 (C) (3) | $323,437 | SUBAWARD | |
| SEATTLE INSTITUTE FOR BIOMEDICAL & CLINICAL RESEARCH | ||||||||
| 1660 SO COLUMBIAN WAY S-151F | SEATTLE | WA | 981081532 | 911452438 | 501 (C) (3) | $46,736 | SUBAWARD | |
| SETI INSTITUTE | ||||||||
| 189 B ERNARDO AVENUE | MOUNTAIN VIEW | CA | 940435203 | 942951356 | 501 (C) (3) | $8,847 | SUBAWARD | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S CALIFORNIA | CHICAGO | IL | 606081797 | 363166895 | 501 (C) (3) | $252,000 | SUBAWARD | |
| SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131624182 | 501 (C) (3) | $29,857 | SUBAWARD | |
| SMITHSONIAN ASTROPHYSICAL OBSERVATORY | ||||||||
| 60 GARDEN STREET | CAMBRIDGE | MA | 021381516 | 530206027 | 501 (C) (3) | $104,306 | SUBAWARD | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | 620646012 | 501 (C) (3) | $5,093 | SUBAWARD | |
| STANFORD UNIVERSITY | ||||||||
| 340 PANAMA STREET | STANFORD | CA | 94305 | 941156365 | 501 (C) (3) | $691,342 | SUBAWARD | |
| STORYOGRAPHERS LLC | ||||||||
| 4740 S DREXEL BLVD REAR UNIT | CHICAGO | IL | 60615 | 465001401 | $47,623 | SUBAWARD | ||
| SWEET WATER FOUNDATION | ||||||||
| 5749 S PERRY AVENUE | CHICAGO | IL | 60621 | 271391983 | 501 (C) (3) | $300,000 | SUBAWARD | |
| TCA HEALTH INC | ||||||||
| 1029 E 130TH STREET | CHICAGO | IL | 60628 | 362743287 | 501 (C) (3) | $18,253 | SUBAWARD | |
| THE BROAD INSTITUTE | ||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 021421401 | 623544785 | 501 (C) (3) | $230,489 | SUBAWARD | |
| THE MIND RESEARCH NETWORK | ||||||||
| 1101 YALE BOULEVARD NE | ALBUQUERQUE | NM | 871064188 | 850457562 | 501 (C) (3) | $321,673 | SUBAWARD | |
| THE MIRIAM HOSPITAL | ||||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 029062853 | 050258905 | 501 (C) (3) | $17,555 | SUBAWARD | |
| THE REBUILD FOUNDATION | ||||||||
| 6916 S DORCHESTER AVENUE | CHICAGO | IL | 60637 | 271308845 | 501 (C) (3) | $249,941 | SUBAWARD | |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 850043902 | 753065445 | 501 (C) (3) | $87,662 | SUBAWARD | |
| UNIVERSITY OF ALABAMA | ||||||||
| 1530 3RD AVENUE S AB 1170 | BIRMINGHAM | AL | 35294 | 636005996 | 501 (C) (3) | $31,469 | SUBAWARD | |
| UNIVERSITY OF ARIZONA | ||||||||
| 888 N EUCLID ROOM 510 | TUCSON | AZ | 85722 | 742652689 | GOV | $94,615 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-BK | ||||||||
| 2150 SHATTUCK AVENUE SUITE 300 | BERKELEY | CA | 947045940 | 946002123 | GOV | $794,165 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-DV | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 956168677 | 946036494 | GOV | $321,930 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-IR | ||||||||
| 4255 CAMPUS DRIVE | IRVINE | CA | 92697 | 952226406 | GOV | $191,371 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-LA | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1200 | LOS ANGELES | CA | 900241406 | 956006143 | GOV | $628,540 | SUBAWARD | 1200 |
| UNIVERSITY OF CALIFORNIA-SC | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 950641077 | 941539563 | GOV | $40,675 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-SD | ||||||||
| 9500 GILMAN DRIVE - RM 3041 | LA JOLLA | CA | 920930660 | 956006144 | GOV | $348,662 | SUBAWARD | |
| UNIVERSITY OF CALIFORNIA-SF | ||||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94118 | 946036493 | GOV | $23,295 | SUBAWARD | |
| UNIVERSITY OF COLORADO | ||||||||
| 3100 MARINE STREET | BOULDER | CO | 80309 | 391481425 | GOV | $269,262 | SUBAWARD | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 438 WHITNEY ROAD EXT UNIT 1133 | STORRS | CT | 06269 | 060772160 | GOV | $22,206 | SUBAWARD | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 S UNIVERSITY BOULEVARD | DENVER | CO | 802082121 | 840404231 | GOV | $269,375 | SUBAWARD | |
| UNIVERSITY OF FLORIDA | ||||||||
| 219 GRINTER HALL PO BOX 1003628 | GAINESVILLE | FL | 32611 | 590974739 | GOV | $9,401 | SUBAWARD | |
| UNIVERSITY OF ILLINOIS-URBANACHAMPAIGN | ||||||||
| 1901 S FIRST ST SUITE A MC-685 | CHAMPAIGN | IL | 618206242 | 376000511 | GOV | $4,238,758 | SUBAWARD | |
| UNIVERSITY OF IOWA | ||||||||
| 201 GILMORE HALL | IOWA CITY | IA | 52242 | 426004813 | GOV | $48,661 | SUBAWARD | |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH | ||||||||
| 2385 IRVING HILL ROAD | LAWRENCE | KS | 66045 | 480680117 | 501 (C) (3) | $347,706 | SUBAWARD | |
| UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC | ||||||||
| 3901 RAINBOW BOULEVARD MAIL STOP | KANSAS CITY | KS | 66160 | 481108830 | 501 (C) (3) | $13,600 | SUBAWARD | 1039 |
| UNIVERSITY OF KENTUCKY | ||||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | 616001218 | GOV | $81,935 | SUBAWARD | |
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC | ||||||||
| 300 EAST MARKET STREET SUITE 300 | LOUISVILLE | KY | 402021959 | 611029626 | GOV | $23,187 | SUBAWARD | |
| UNIVERSITY OF MARYLAND | ||||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | 526002033 | GOV | $138,405 | SUBAWARD | |
| UNIVERSITY OF MIAMI | ||||||||
| P O BOX 248106 | CORAL GABLES | FL | 331241422 | 590624458 | 501 (C) (3) | $10,600 | SUBAWARD | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET 3089 WOLVERINE | ANN ARBOR | MI | 481091287 | 386006309 | GOV | $1,943,616 | SUBAWARD | TOWER |
| UNIVERSITY OF MINNESOTA | ||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | GOV | $99,230 | SUBAWARD | |
| UNIVERSITY OF MISSOURI | ||||||||
| 310 JESSE HALL | COLUMBIA | MO | 652111230 | 436003859 | GOV | $29,698 | SUBAWARD | |
| UNIVERSITY OF NEBRASKA | ||||||||
| 98600 NEBRASKA MEDICAL CENTER | OMAHA | NE | 681985774 | 470049123 | GOV | $115,458 | SUBAWARD | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| 104 AIRPORT DRIVE CB1350 | CHAPEL HILL | NC | 275991350 | 566001393 | GOV | $229,283 | SUBAWARD | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 402 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501 (C) (3) | $22,180 | SUBAWARD | |
| UNIVERSITY OF OREGON | ||||||||
| 5219 UNIVERSITY OF OREGON | EUGENE | OR | 974035219 | 936015767 | GOV | $142,340 | SUBAWARD | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET P-221 FRANKLIN | PHILADELPHIA | PA | 191046205 | 231352685 | 501 (C) (3) | $119,070 | SUBAWARD | BLDG |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 3100 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501 (C) (3) | $746,400 | SUBAWARD | |
| UNIVERSITY OF SCIENCES IN PHILADELPHIA | ||||||||
| 600 SOUTH 43RD STREET | PHILADELPHIA | PA | 19104 | 231352668 | 501 (C) (3) | $21,774 | SUBAWARD | |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 1600 HAMPTON STREET SUITE 613 | COLUMBIA | SC | 29208 | 576001153 | GOV | $53,119 | SUBAWARD | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK CAMPUS - STO 330 | LOS ANGELES | CA | 900891147 | 951642394 | 501 (C) (3) | $374,421 | SUBAWARD | |
| UNIVERSITY OF TENNESSEE | ||||||||
| UTHSC 62 S DUNLAP | MEMPHIS | TN | 38163 | 626001636 | GOV | $307,470 | SUBAWARD | |
| UNIVERSITY OF TEXAS HSC AT HOUSTON | ||||||||
| 7000 FANNIN UCT SUITE 2514 | HOUSTON | TX | 770305401 | 741761309 | GOV | $82,008 | SUBAWARD | |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||||
| P O BOX 7159 | AUSTIN | TX | 78713 | 746001118 | GOV | $11,924 | SUBAWARD | |
| UNIVERSITY OF TEXAS-AU | ||||||||
| 101 E 27TH STE 5300 | AUSTIN | TX | 787121500 | 079497681 | GOV | $92,830 | SUBAWARD | |
| UNIVERSITY OF VIRGINIA | ||||||||
| P O BOX 400202 | CHARLOTTESVILLE | VA | 22904 | 546001796 | GOV | $344,038 | SUBAWARD | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 1100 NE 45TH STREET SUITE 300 | SEATTLE | WA | 981054683 | 916001537 | GOV | $288,313 | SUBAWARD | |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 21 NORTH PARK STREET - SUITE 6401 | MADISON | WI | 537151218 | 396006492 | GOV | $821,015 | SUBAWARD | |
| URBAN INSTITUTE | ||||||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | 520880375 | 501 (C) (3) | $145,593 | SUBAWARD | |
| VANDERBILT UNIVERSITY | ||||||||
| 3319 WEST END AVENUE SUITE 800 | NASHVILLE | TN | 372036876 | 620476822 | 501 (C) (3) | $898,318 | SUBAWARD | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| 800 EAST LEIGH ST SUITE 113 PO BOX | RICHMOND | VA | 23298 | 546001758 | GOV | $26,412 | SUBAWARD | 980568 |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | ||||||||
| 300 TURNER STREET NW SUITE 4200 | BLACKSBURG | VA | 24061 | 546001805 | GOV | $1,674,503 | SUBAWARD | |
| WASHINGTON UNIVERSITY | ||||||||
| 700 ROSEDALE AVENUE BOX 1034 | ST LOUIS | MO | 631121408 | 436053611 | 501 (C) (3) | $84,209 | SUBAWARD | |
| WAYNE STATE UNIVERSITY | ||||||||
| 5700 CASS AVENUE ACADEMIC ADMIN | DETROIT | MI | 48202 | 383555142 | 501 (C) (3) | $27,724 | SUBAWARD | BLDG 4900 |
| WOLCOTT SCHOOL | ||||||||
| 524 N WOLCOTT AVENUE | CHICAGO | IL | 60622 | 364496852 | 501 (C) (3) | $104,046 | SUBAWARD | |
| YALE UNIVERSITY | ||||||||
| 155 WHITNEY AVE SUITE 230 PO BOX | NEW HAVEN | CT | 06520 | 060646973 | 501 (C) (3) | $979,449 | SUBAWARD | 208250 |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE ST SUITE 900 | CHICAGO | IL | 60602 | 362167032 | 501 (C) (3) | $20,620 | SUBAWARD | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE STUDENT AID | 3587 | $125,771,504 |
| GRADUATE STUDENT AID | 6576 | $253,902,190 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J ZIMMER | ||||||||||||||
| PRESIDENT | $1,056,288 | $0 | $1,628,567 | $0 | $37,174 | $0 | $368,000 | $0 | $142,858 | $0 | $3,232,887 | $0 | $1,273,756 | $0 |
| ERIC ISAACS | ||||||||||||||
| PROVOST | $755,638 | $0 | $0 | $0 | $10,108 | $0 | $21,200 | $0 | $88,351 | $0 | $875,297 | $0 | $0 | $0 |
| ROWAN MIRANDA | ||||||||||||||
| VP FOR OPERATIONS & CFO | $604,937 | $0 | $102,900 | $0 | $18,744 | $0 | $21,200 | $0 | $59,201 | $0 | $806,982 | $0 | $0 | $0 |
| KAREN WARREN COLEMAN | ||||||||||||||
| VP CAMPUS AND STUD. LIFE | $302,216 | $0 | $15,250 | $0 | $1,343 | $0 | $21,200 | $0 | $21,543 | $0 | $361,552 | $0 | $0 | $0 |
| DEREK DOUGLAS | ||||||||||||||
| VP CIVIC ENGAGEMENT | $404,180 | $0 | $76,375 | $0 | $1,812 | $0 | $21,200 | $0 | $51,486 | $0 | $555,053 | $0 | $0 | $0 |
| DAVID B FITHIAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $514,982 | $0 | $49,500 | $0 | $3,995 | $0 | $21,200 | $0 | $15,356 | $0 | $605,033 | $0 | $0 | $0 |
| KIMBERLY TAYLOR | ||||||||||||||
| VP & GENERAL COUNSEL | $558,916 | $0 | $70,435 | $0 | $4,459 | $0 | $21,200 | $0 | $57,342 | $0 | $712,352 | $0 | $0 | $0 |
| RICHARD IORIO | ||||||||||||||
| VP & CHIEF HUMAN RESOURCE OFC. | $43,845 | $0 | $0 | $0 | $677,563 | $0 | $3,852 | $0 | $7,715 | $0 | $732,975 | $0 | $0 | $0 |
| DONALD H LEVY | ||||||||||||||
| VP FOR RESEARCH | $402,520 | $0 | $23,320 | $0 | $0 | $0 | $21,200 | $0 | $14,051 | $0 | $461,091 | $0 | $0 | $0 |
| JOHN LONGBRAKE | ||||||||||||||
| VP COMMUNICATIONS | $126,067 | $0 | $0 | $0 | $3,618 | $0 | $10,286 | $0 | $28,076 | $0 | $168,047 | $0 | $0 | $0 |
| KENNETH MANOTTI | ||||||||||||||
| VP ALUMNI RELATIONS & DEVL. | $537,887 | $0 | $53,000 | $0 | $18,041 | $0 | $21,200 | $0 | $13,981 | $0 | $644,109 | $0 | $0 | $0 |
| JAMES G NONDORF | ||||||||||||||
| VP ENROLL. & STUDENT ADV. | $505,412 | $0 | $49,000 | $0 | $2,837 | $0 | $21,200 | $0 | $9,635 | $0 | $588,084 | $0 | $0 | $0 |
| JULIE PETERSON | ||||||||||||||
| VP COMMUNICATIONS | $406,085 | $0 | $21,080 | $0 | $2,271 | $0 | $16,505 | $0 | $16,119 | $0 | $462,060 | $0 | $0 | $0 |
| KENNETH S POLONSKY | ||||||||||||||
| EXEC. VP MEDICAL AFFAIRS | $1,575,464 | $0 | $420,000 | $0 | $15,407 | $0 | $21,200 | $202,466 | $22,854 | $0 | $2,054,925 | $202,466 | $0 | $0 |
| DARREN REISBERG | ||||||||||||||
| SECRETARY OF THE UNIVERSITY | $275,094 | $0 | $20,500 | $0 | $881 | $0 | $21,200 | $0 | $10,735 | $0 | $328,410 | $0 | $0 | $0 |
| MARK A SCHMID | ||||||||||||||
| VP AND CHIEF INVEST. OFFICER | $656,616 | $0 | $1,463,135 | $0 | $7,536 | $0 | $758,071 | $0 | $66,425 | $0 | $2,951,783 | $0 | $693,000 | $0 |
| IAN SOLOMON | ||||||||||||||
| VP GLOBAL ENGAGEMENT | $324,434 | $0 | $18,920 | $0 | $18,900 | $0 | $21,200 | $0 | $20,830 | $0 | $404,284 | $0 | $0 | $0 |
| KATIE CALLOW-WRIGHT | ||||||||||||||
| VP & CHIEF OF STAFF | $258,853 | $0 | $0 | $0 | $414 | $0 | $21,200 | $0 | $29,916 | $0 | $310,383 | $0 | $0 | $0 |
| MICHAEL EDLESON | ||||||||||||||
| INVESTMENT CHIEF RISK OFFICER | $394,787 | $0 | $738,823 | $0 | $0 | $0 | $368,033 | $0 | $22,975 | $0 | $1,524,618 | $0 | $374,036 | $0 |
| PATRICK O'HARA | ||||||||||||||
| INV CHIEF OPERATING OFFICER | $417,986 | $0 | $710,656 | $0 | $0 | $0 | $382,170 | $0 | $14,547 | $0 | $1,525,359 | $0 | $333,670 | $0 |
| VALLUVAN JEEVANANDAM | ||||||||||||||
| CHIEF CARDIAC & THORACIC SURG. | $1,216,109 | $0 | $35,833 | $0 | $0 | $0 | $21,200 | $0 | $20,402 | $0 | $1,293,544 | $0 | $0 | $0 |
| JOANNA RUPP | ||||||||||||||
| MANAGING DIRECTOR - PRIV. EQUITY | $432,896 | $0 | $730,091 | $0 | $0 | $0 | $381,304 | $0 | $43,357 | $0 | $1,587,648 | $0 | $353,042 | $0 |
| ARIEH SHALHAV | ||||||||||||||
| PROFESSOR & CHIEF | $1,096,491 | $0 | $61,146 | $0 | $0 | $0 | $21,200 | $0 | $8,591 | $0 | $1,187,428 | $0 | $0 | $0 |
| BETH A HARRIS | ||||||||||||||
| INTERIM DIRECTOR LAB SCHOOLS | $213,886 | $0 | $0 | $0 | $947,073 | $0 | $17,482 | $0 | $28,588 | $0 | $1,207,029 | $0 | $0 | $0 |
| EVERETT VOKES | ||||||||||||||
| CHAIRMAN OF MEDICINE | $748,924 | $0 | $120,000 | $0 | $0 | $0 | $21,200 | $0 | $29,964 | $0 | $920,088 | $0 | $0 | $0 |
| SUNIL P KUMAR | ||||||||||||||
| DEAN OF BOOTH SCH. OF BUS. | $573,260 | $0 | $43,193 | $0 | $3,302 | $0 | $21,200 | $0 | $31,540 | $0 | $672,495 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL. UNDER WRITTEN UNIVERSITY POLICY, FIRST CLASS AIR TRAVEL IS ONLY ALLOWED WHEN APPROVED IN ADVANCE BY A DEAN, VICE PRESIDENT OR THE PROVOST. FIVE OFFICERS WERE APPROVED FOR FIRST CLASS TRAVEL IN ACCORDANCE WITH THIS POLICY. NONE OF THE BUSINESS TRIPS WERE DEEMED TAXABLE COMPENSATION. TRAVEL FOR COMPANION. UNDER WRITTEN UNIVERSITY POLICY, TRAVEL FOR COMPANIONS MUST BE PRE-APPROVED BY THE CHIEF FINANCIAL OFFICER AND WILL ONLY BE APPROVED WHEN THE COMPANION TRAVEL SERVES A BONA FIDE BUSINESS PURPOSE. TWO OFFICERS HAD COMPANION TRAVEL APPROVED IN ACCORDANCE WITH THIS POLICY. THE COST OF THE COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE. (PART 1A &1B AND PART II, COLUMN D FOR ROBERT J. ZIMMER). HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. TWO OFFICERS RECEIVED HOUSING ALLOWANCES, WHICH WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. OF THE AMOUNT IN COLUMN D FOR ROBERT J. ZIMMER, $112,896 REPRESENTS THE VALUE OF THE UNIVERSITY-OWNED HOUSING PROVIDED TO THE PRESIDENT, WHICH IS NOT DEEMED A TAXABLE BENEFIT. SOCIAL AND HEALTH CLUB DUES. UNDER WRITTEN UNIVERSITY POLICY, SOCIAL AND HEALTH CLUB DUES ARE REIMBURSABLE ONLY IF THE BENEFITS OF THE MEMBERSHIP SUPPORT THE UNIVERSITY'S MISSION AND ONLY IF THE REIMBURSEMENT IS APPROVED BY A DEAN, VICE PRESIDENT, PROVOST OR PRESIDENT OF THE UNIVERSITY. ANY PORTION OF THE DUES NOT USED FOR BUSINESS PURPOSES IS CONSIDERED TAXABLE COMPENSATION. OFFICERS OF THE UNIVERSITY MAINTAIN MEMBERSHIP IN THE QUADRANGLE CLUB, A RELATED ORGANIZATION THAT OPERATES A FACULTY CLUB ON THE CAMPUS OF THE UNIVERSITY FOR PURPOSES OF CONDUCTING MEETINGS AND OTHER UNIVERSITY BUSINESS. THE UNIVERSITY REIMBURSES OFFICERS FOR THESE DUES AND THE REIMBURSEMENT IS NOT DEEMED TAXABLE COMPENSATION. IN ADDITION THREE OFFICERS AND ONE FORMER KEY EMPLOYEE HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION. PERSONAL SERVICES. THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT. |
| PART I, LINES 4A-B | PART I, LINE 4A: SEVERANCE PAYMENT: BETH HARRIS $912,578. RICHARD IORIO $677,563. PART I, LINE 4B: ROBERT J. ZIMMER $346,800. KENNETH POLONSKY $202,486. |
| PART I, LINE 7 | INVESTMENT 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IEFA 50000000 ADJ RATE REV BONDSSERIES 2003B | ||||||||
| A | 521297563 | 4520017E4 | 2003-08-28 | $50,000,000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 100000000 REVENUE BONDS SERIES 2004B | ||||||||
| B | 861091967 | 45200BHH4 | 2004-11-10 | $100,000,000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 80000000 ADJ RAT REV REFUNDING BONDS 2004C | ||||||||
| C | 861091967 | 45200BJG4 | 2004-11-30 | $80,000,000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 244030000 REVENUE BONDS SERIES 2007 | ||||||||
| D | 861091967 | 45200B6F0 | 2007-06-28 | $249,996,429 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,502,000 | $50,141,933 | $274,223 | $49,867,710 | 2006 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $21,059,000 | $102,437,189 | $469,999 | $101,967,190 | 2010 | 0 | 0 | Yes (1) | Yes (1) | ||
| C | $2,548,000 | $80,000,000 | $463,838 | 2006 | 0 | Yes (1) | Yes (1) | Yes (1) | $79,536,162 | ||
| D | $9,765,000 | $256,001,810 | $1,630,377 | $254,371,433 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $230,320,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00300 | 0.00000 | 0.00300 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00900 | 0.00000 | 0.00900 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| MORGAN STANLEY | |||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL | 35.000000000000 | 0 | 0 |
| (no name) | |||||||||||||
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: IEFA 50,000,000 ADJ RATE REV BONDS,SERIES 2003B DATE THE REBATE COMPUTATION WAS PERFORMED: 04/02/2009 ISSUER NAME: IFA 100,000,000 REVENUE BONDS, SERIES 2004B DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2009 ISSUER NAME: IFA 80,000,000 ADJ RAT REV REFUNDING BONDS 2004C DATE THE REBATE COMPUTATION WAS PERFORMED: 12/22/2011 ISSUER NAME: IFA 244,030,000 REVENUE BONDS, SERIES 2007 DATE THE REBATE COMPUTATION WAS PERFORMED: 07/12/2012 ISSUER NAME: IFA 123,604,000 ADJ RATE DEMAND REV SERIES 2008 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/26/2013 ISSUER NAME: IFA 500,000,000 REVENUE BONDS, SERIES 2008B DATE THE REBATE COMPUTATION WAS PERFORMED: 03/01/2014 |
| SCHEDULE K, PART I COLUMN F DESCRIPTION OF PURPOSE | $50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, AND PAY CERTAIN COSTS OF ISSUANCE. $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING THE NEW GRADUATE SCHOOL OF BUSINESS, A NEW RESEARCH BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING, AND NEW RESIDENCE HALLS, AND CERTAIN COSTS OF ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE TO ADVANCE REFUND $70,965,000 OF THE UNIVERSITY'S SERIES 2001A BONDS, AND PAY CERTAIN COSTS OF ISSUANCE. $244,030,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2007, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING A NEW RESIDENCE HALL, A LIBRARY ADDITION, STEAM AND CHILLED WATER UTILITY PLANT EXPANSION, THE CENTER FOR BIOMEDICAL DISCOVERY, AND AN OFFICE BUILDING, AND PAY CERTAIN COSTS OF ISSUANCE. $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE TO CURRENTLY REFUND THE UNIVERSITY'S SERIES 1998A BONDS, AND (B) PAY CERTAIN COSTS OF ISSUANCE. $500,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008B, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COST OF THE ACQUISITION, CONSTRUCTION, RENOVATION AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING A NEW RESIDENCE HALL AND DINING FACILITY, THE LOGAN ARTS CENTER, A LIBRARY ADDITION, AND THE CENTER FOR BIOMEDICAL DISCOVERY, AND PAY CERTAIN COSTS OF ISSUANCE. $369,570,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2012A, (F) DESCRIPTION OF PURPOSE TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN OF ITS EDUCATIONAL FACILITIES, INCLUDING THE WILLIAM ECKHARDT RESEARCH CENTER, THE LABORATORY SCHOOLS, THE MULTIPURPOSE ECONOMICS RESEARCH BUILDING, AND VARIOUS OTHER ADMINISTRATIVE, ACADEMIC, RESEARCH, INFRASTRUCTURE AND CAMPUS PROJECTS; TO ADVANCE OR CURRENTLY REFUND ALL OR A PORTION OF THE SERIES 1985A BONDS AND THE 2004A BONDS; AND PAY CERTAIN COSTS OF ISSUANCE. $149,090,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2013A, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE, AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, INCLUDING THE WILLIAM ECKHARDT RESEARCH CENTER, THE LABORATORY SCHOOLS, ADAPTIVE REUSE OF 5757 S. UNIVERSITY AVENUE AND VARIOUS OTHER ADMINISTRATIVE, ACADEMIC, RESEARCH, INFRASTRUCTURE AND CAMPUS PROJECTS; TO ADVANCE OR CURRENTLY REFUND ALL OR A PORTION OF THE SERIES 2001A BONDS, THE 2004A BONDS AND THE 2008B BONDS; AND PAY CERTAIN COSTS OF ISSUANCE. $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, REFUND THE SERIES 2009 ISSUE, PAY CERTAIN COSTS RELATING TO THE ISSUE OF THE SERIES 2014A BONDS AND ADVANCED REFUNDING OF THE 2009 ISSUE. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR ALL OR A PORTION OF THE COSTS OF ACQUISITION, CONSTRUCTION, RENOVATION, IMPROVEMENT AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES, REFUND THE SERIES 2007 ISSUE, PAY CERTAIN COSTS OF ISSUANCE. |
| SCHEDULE K, PART II, LINE 3 | SERIES 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 2007: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $6,005,381. SERIES 2008B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $646,698. SERIES 2012A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $8,068. SERIES 2013A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $4,887. 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 $99,605. |
| SCHEDULE K, PART II, LINE 11 | SERIES 2004B: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008B: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2012B: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2013A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IFA XXX-XX-XXXX ADJ RATE DEMAND REV SERIES 2008 | ||||||||
| A | 861091967 | 45200FEG0 | 2008-04-03 | $123,604,000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 500000000 REVENUE BONDS SERIES 2008B | ||||||||
| B | 861091967 | 45203HC42 | 2009-01-07 | $502,370,736 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 369570000 REVENUE BONDS SERIES 2012A | ||||||||
| C | 861091967 | 45203HFF4 | 2012-02-02 | $421,065,981 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA 149090000 REVENUE BONDS SERIES 2013A | ||||||||
| D | 861091967 | 45203HRE4 | 2013-05-15 | $159,766,350 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,147,000 | $123,604,000 | $752,575 | $122,851,425 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $52,695,000 | $503,017,434 | $3,487,166 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $395,655,000 | $499,530,268 | ||
| C | $7,360,000 | $421,074,049 | $1,982,388 | $269,082,300 | 2013 | 0 | Yes (1) | Yes (1) | Yes (1) | $150,009,360 | ||
| D | $2,420,000 | $159,771,237 | $1,179,561 | $100,004,887 | 2014 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $58,586,789 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01100 | 0.00000 | 0.01100 | 0 | Yes (1) | 0.00400 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | ||
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00200 | 0.00000 | 0.00200 | 0 | 0 | Yes (1) | ||
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | |||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | CAPITAL | 33.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IFA 650000000 REVENUE BONDS SERIES 2014A | ||||||||
| A | 861091967 | 45203HB68 | 2014-08-12 | $644,509,246 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A | ||||||||
| B | 861091967 | 45203H3H3 | 2015-09-10 | $452,070,011 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $644,513,139 | $438,625,217 | $2,131,891 | $175,008,593 | $28,747,438 | 2015 | 0 | Yes (1) | 0 | Yes (1) | |
| B | $452,219,232 | $240,478,456 | $1,601,010 | $142,283,863 | $9,985,548 | 0 | Yes (1) | 0 | Yes (1) | $57,820,829 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| DAVID FITHIAN | ||||||
| OFFICER | Yes (X) | $136,000 | $94,571 | 0 | Yes (1) | Yes (1) |
| IAN SOLOMON | ||||||
| OFFICER | Yes (X) | $300,000 | $265,001 | 0 | Yes (1) | Yes (1) |
| KIM TAYLOR | ||||||
| OFFICER | Yes (X) | $100,000 | $80,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $439,572 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TISHMAN SPEYER CROWN EQUITIES LLC | |||
| SEE PART V | $598,053 | SEE PART V | 0 |
| TRIAN PARTNERS | |||
| SEE PART V | $848,584 | SEE PART V | 0 |
| MAN GROUP PLC | |||
| SEE PART V | $942,728 | SEE PART V | 0 |
| THE CARLYLE GROUP | |||
| SEE PART V | $358,046 | SEE PART V | 0 |
| LAKE CAPITAL PARTNERS | |||
| SEE PART V | $192,373 | SEE PART V | 0 |
| SHADI BARTSCH-ZIMMER | |||
| SEE PART V | $290,972 | SEE PART V | 0 |
| SUMATI MURLI | |||
| SEE PART V | $158,067 | SEE PART V | 0 |
| TAMAR POLONSKY | |||
| SEE PART V | $227,307 | SEE PART V | 0 |
| TAMARA VOKES | |||
| SEE PART V | $262,304 | SEE PART V | 0 |
| JESSICA DARROW | |||
| SEE PART V | $96,521 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | JAMES S. CROWN, A TRUSTEE OF THE UNIVERSITY, AND HIS FAMILY OWN AN INDIRECT INTEREST IN TISHMAN SPEYER CROWN EQUITIES LLC (TISHMAN SPEYER), WHICH THROUGH A SUBSIDIARY OWNS AN OFFICE BUILDING IN WASHINGTON D.C. IN WHICH THE UNIVERSITY OF CHICAGO LEASES OFFICE SPACE. THE LEASE BETWEEN THE UNIVERSITY AND TISHMAN SPEYER WAS NEGOTIATED AT ARMS' LENGTH AND WAS CONCLUDED ON FAIR MARKET TERMS. THE UNIVERSITY PAID TISHMAN SPEYER A TOTAL OF $235,024 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2016. 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 $ 363,029 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2016.PETER W. MAY, A TRUSTEE OF THE UNIVERSITY, IS PRESIDENT AND FOUNDING PARTNER OF TRIAN PARTNERS, AN INVESTMENT MANAGEMENT FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. TRIAN PARTNERS RECEIVED APPROXIMATELY $848,500 IN MANAGEMENT AND INCENTIVE FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2016. EMMANUEL ROMAN, A TRUSTEE OF THE UNIVERSITY, WAS DURING THE TAX YEAR THE CHIEF EXECUTIVE OFFICER OF MAN GROUP PLC, AN ALTERNATIVE INVESTMENT MANAGEMENT FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. THE MAN GROUP PLC RECEIVED APPROXIMATELY $943,000 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2016.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 $358,000 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2016.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 $192,000 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2016.SHADI BARTSCH-ZIMMER, THE WIFE OF THE UNIVERSITY OF CHICAGO PRESIDENT ROBERT J. ZIMMER, IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR OF CLASSICS. MS. BARTSCH-ZIMMER WAS PAID A GROSS SALARY OF $290,972 FOR THE CALENDAR YEAR 2015 IN CONNECTION WITH HER EMPLOYMENT.SUMATI MURLI, THE WIFE OF SUNIL KUMAR, DEAN OF THE BOOTH SCHOOL OF BUSINESS DURING THE TAX YEAR ENDED JUNE 30, 2016, WAS EMPLOYED BY THE UNIVERSITY AS A DIRECTOR FOR CLINICAL RESEARCH OPERATIONS. MS. MURLI WAS PAID $158,067 FOR THE CALENDAR YEAR 2015 IN CONNECTION WITH HER EMPLOYMENT.TAMAR POLONSKY, THE DAUGHTER OF KENNETH POLONSKY, DEAN AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS, IS EMPLOYED BY THE UNIVERSITY AS AN ASSISTANT PROFESSOR IN THE DEPARTMENT OF MEDICINE. DR. POLONSKY WAS PAID $227,307 FOR THE CALENDAR YEAR 2015 IN CONNECTION WITH HER EMPLOYMENT.TAMARA VOKES, THE WIFE OF EVERETT VOKES, THE FORMER DEAN AND VICE PRESIDENT OF MEDICAL AFFAIRS, IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR IN CLINICAL MEDICINE. DR. VOKES WAS PAID $262,304 FOR THE CALENDAR YEAR 2015 IN CONNECTION WITH HER EMPLOYMENT.JESSICA DARROW, THE DAUGHTER OF KATHARINE DARROW, A TRUSTEE OF THE UNIVERSITY, IS EMPLOYED BY THE UNIVERSITY AS A LECTURER IN THE UNIVERSITY'S SCHOOL OF SOCIAL SERVICE ADMINISTRATION. MS. DARROW WAS PAID $96,521 IN COMPENSATION FOR THE CALENDAR YEAR 2015 IN CONNECTION WITH HER EMPLOYMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $605,777 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 368 | ContributionCnt |
| Noncash Contributions Rpt F990 | $46,321,142 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MOBILE MEDICAL UNIT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $268,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 18 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | RELATED ORGANIZATIONS IN THE UK, FRANCE, SINGAPORE, HONG KONG AND INDIA SOLICIT CHARITABLE CONTRIBUTIONS FOR THE BENEFIT OF THE UNIVERSITY AND ITS PROGRAMS. THE UNIVERSITY USES AN OUTSIDE BROKER TO SELL GIFTS OF SECURITIES. |
| PART I, LINE 33: | THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ANDREW M. ALPER, KENNETH M. JACOBS AND TIMOTHY H. GEORGE, ALL TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND JAMES S. CROWN, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND JOHN W. ROGERS, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND RODNEY L. GOLDSTEIN, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND E. DAVID COOLIDGE III, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. CRAIG J. DUCHOSSOIS AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. JOHN W. ROGERS AND PAULA WOLFF, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. BYRON D. TROTT AND JOSEPH NEUBAUER, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. MICHAEL P. POLSKY AND MARY A. TOLAN, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. THOMAS J. PRITZKER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY, HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE MAY 2016, AS PART OF A REORGANIZATION OF THE STANDING COMMITTEES OF THE BOARD OF TRUSTEES, THE UNIVERSITY AMENDED ITS BYLAWS TO ELIMINATE THE BOARD'S COMPENSATION COMMITTEE. ALL RESPONSIBILITIES OF THE COMPENSATION COMMITTEE RELATED TO ANNUAL OFFICER COMPENSATION REVIEW HAVE BEEN ASSUMED BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION REVIEWS AND FINAL COMPENSATION DECISIONS OF THE EXECUTIVE COMMITTEE ARE BASED ON THE RECOMMENDATIONS OF THE CHAIR OF THE BOARD OF TRUSTEES OR PRESIDENT, AS APPROPRIATE, AS WELL AS COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING THE FORM 990, MEMBERS OF THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WERE GIVEN AN OPPORTUNITY TO REVIEW PORTIONS OF THE FORM 990 RELEVANT TO THE THEIR AREAS OF OVERSIGHT. THESE PORTIONS OF THE FORM 990 WERE DISTRIBUTED TO COMMITTEE MEMBERS FOR CONVENED MEETINGS IN MARCH 2017, AT WHICH TRUSTEES OF THESE COMMITTEES WERE GIVEN THE OPPORTUNITY TO DISCUSS THE RELEVANT SECTIONS OF THE FORM 990 AND ASK QUESTIONS. IN ADDITION, IN EARLY APRIL 2017, THE COMPLETED DRAFT FORM 990 (AND FORM 990-T), INCLUDING ALL SCHEDULES, WAS POSTED ON A SECURE WEBSITE ACCESSIBLE TO ALL TRUSTEES TO ALLOW THEM TO REVIEW THE FORM, PROVIDE COMMENTS, AND ASK ANY QUESTIONS. INFORMATION ABOUT ACCESSING THE WEBSITE WAS DISTRIBUTED IN ADVANCE TO ALL TRUSTEES. THE DRAFT FORM REMAINED AVAILABLE ON THE WEBSITE FOR APPROXIMATELY TWO WEEKS, AFTER WHICH ONLINE ACCESS ENDED TO ALLOW THE UNIVERSITY TIME TO FINALIZE THE FORM 990 AND FORM 990T FOR FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, OFFICERS, FACULTY, SENIOR ADMINISTRATORS, AND OTHER EMPLOYEES OF THE UNIVERSITY ARE SUBJECT TO CONFLICT OF INTEREST POLICIES THAT, AMONG OTHER THINGS, DEFINE MATERIAL FINANCIAL CONFLICTS OF INTEREST, IDENTIFY THE CLASSES OF INDIVIDUALS COVERED BY THE POLICIES, FACILITATE DISCLOSURE OF INFORMATION, AND SPECIFY PROCEDURES TO BE FOLLOWED IN MANAGING THE CONFLICTS. THESE CONFLICT OF INTEREST POLICIES AND PROCEDURES INCLUDE: (1) THE UNIVERSITY OF CHICAGO CONFLICT OF INTEREST POLICY FOR TRUSTEES AND OFFICERS REQUIRES TRUSTEES AND OFFICERS TO ALERT THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP 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 AND PREPARES FOR EACH TRUSTEE AND OFFICER A WRITTEN ACKNOWLEDGEMENT OF THE DISCLOSURE THAT IDENTIFIES ANY PENDING UNIVERSITY TRANSACTIONS THAT MAY BE AFFECTED BY THE DISCLOSURE. THE CHAIR OF THE BOARD ALSO REVIEWS ALL DISCLOSED POTENTIAL CONFLICTS OF INTEREST BEFORE MAKING BOARD COMMITTEE ASSIGNMENTS. (2) THE UNIVERSITY'S POLICY ON SERVICE TO OUTSIDE ORGANIZATIONS BY SENIOR ADMINISTRATORS REQUIRES OFFICER AND SENIOR ADMINISTRATORS TO DISCLOSE ALL OFFICER, DIRECTOR, OR TRUSTEE POSITIONS THEY HOLD OR INTEND TO HOLD IN OUTSIDE ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO ORGANIZATIONS IN WHICH THEY HAVE A FINANCIAL INTEREST OR FROM WHICH THEY RECEIVE COMPENSATION. THE UNIVERSITY'S OFFICE OF LEGAL COUNSEL MONITORS SUCH POTENTIAL CONFLICTS BY CIRCULATING ANNUALLY A DISCLOSURE FORM THAT MUST BE UPDATED AS CIRCUMSTANCES CHANGE, AND OFFICERS ARE ALSO REQUIRED TO DISCLOSE ALL SUCH RELATIONSHIPS IN ADVANCE TO THEIR IMMEDIATE SUPERVISOR. THIS INFORMATION MAY BE SHARED WITH THE UNIVERSITY'S TRUSTEES, PRESIDENT, PROVOST, GENERAL COUNSEL, AND OTHERS AS NECESSARY; COMPENSATED OUTSIDE SERVICE IS ALSO SUBJECT TO REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. (3) ACADEMIC EMPLOYEES, INCLUDING THE PRESIDENT AND THE PROVOST, ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST AND CONFLICT OF COMMITMENT POLICY FOR FACULTY AND OTHER ACADEMIC APPOINTEES. THE OFFICE OF THE PROVOST IS THE ADMINISTRATIVE OFFICE CHARGED WITH ASSURING COMPLIANCE WITH THE FACULTY CONFLICT OF INTEREST POLICY. THE PROVOST HAS DELEGATED OVERSIGHT OF THIS POLICY TO THE VICE PROVOST FOR ACADEMIC AFFAIRS AS ITS CHAIR. THE PROVOST ALSO APPOINTS THE MEMBERS OF THE STANDING COMMITTEE ON INDIVIDUAL CONFLICTS OF INTEREST AND DESIGNATES THE VICE PROVOST FOR ACADEMIC AFFAIRS AS ITS CHAIR. THE PROVOST REPORTS PERIODICALLY TO THE STANDING COMMITTEE ON THE STATUS OF FACULTY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY; THE REPORT INCLUDES HOW RISKS HAVE BEEN ADDRESSED THROUGH MANAGEMENT PLANS OR OTHER PRACTICES INTENDED TO PROVIDE FOR THE REDUCTION, ELIMINATION OR MANAGEMENT OF FINANCIAL CONFLICTS OF INTERESTS. THE VICE PROVOST FOR ACADEMIC AFFAIRS SEEKS ASSESSMENTS OF THE RISKS AND RECOMMENDATIONS FOR RESPONSIBLE MANAGEMENT FROM DEPARTMENT CHAIRS AND DEANS AND OTHERS SUCH AS THE DIRECTOR OF UNIVERSITY RESEARCH ADMINISTRATION AND THE OFFICE OF LEGAL COUNSEL. (4) THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES ALL NON-ACADEMIC EMPLOYEES TO AVOID INVOLVEMENT IN ACTIVITIES WHICH MIGHT CONFLICT, OR MIGHT APPEAR TO CONFLICT, WITH THEIR INSTITUTIONAL RESPONSIBILITIES, INCLUDING, BUT NOT LIMITED TO BUSINESS OR FINANCIAL INTERESTS, TRANSACTIONS INVOLVING THE USE OF CONFIDENTIAL INFORMATION OR KNOWLEDGE GAINED AS A RESULT OF THE EMPLOYEE'S RELATIONSHIP WITH THE UNIVERSITY, THE USE OF UNIVERSITY RESOURCES FOR PERSONAL BENEFIT OR THE BENEFIT OF OTHERS, THE ACCEPTANCE OF GIFTS OF MORE THAN NOMINAL VALUE, AND NEPOTISM. CONFLICT OF INTEREST POLICY REQUIRES STAFF TO PROVIDE FULL DISCLOSURE OF ANY INTEREST THAT MIGHT INFLUENCE, OR APPEAR TO HAVE THE CAPACITY TO INFLUENCE, THE STAFF MEMBER'S OFFICIAL DECISIONS OR ACTIONS ON UNIVERSITY MATTERS. THE DISCLOSURES ARE TO BE IN WRITING, TENDERED TO THE EMPLOYEE'S IMMEDIATE SUPERVISOR, DEPARTMENT HEAD, OR THE APPROPRIATE VICE PRESIDENT OF THE UNIVERSITY. (5) THE UNIVERSITY'S POLICY ON BUSINESS CONDUCT AT THE UNIVERSITY OF CHICAGO REQUIRES ALL UNIVERSITY EMPLOYEES TO, AMONG OTHER THINGS, AVOID REAL OR PERCEIVED CONFLICTS OF INTEREST; USE UNIVERSITY RESOURCES ONLY FOR LEGITIMATE UNIVERSITY BUSINESS; AND REPORT POSSIBLE VIOLATIONS OF THE POLICY, OTHER UNIVERSITY POLICIES, OR APPLICABLE LAW. MEMBERS OF THE UNIVERSITY COMMUNITY ARE ENCOURAGED TO REPORT COMPLIANCE CONCERNS THROUGH NORMAL LINES OF COMMUNICATION INCLUDING DISCUSSIONS WITH SUPERVISORS OR ADVISORS AND, IF NECESSARY, THROUGH THE TOLL-FREE HOTLINE. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE TAX YEAR, THE COMPENSATION 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 COMPENSATION COMMITTEE REVIEWED THESE RECOMMENDATIONS, INCLUDING A REVIEW OF COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS, AND MADE A RECOMMENDATION REGARDING COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH ALSO REVIEWED THE COMPARABILITY DATA AND MADE ALL FINAL COMPENSATION DECISIONS. THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE AND THE DECISIONS OF THE EXECUTIVE COMMITTEE WERE DOCUMENTED IN MINUTES MAINTAINED BY THE UNIVERSITY. EFFECTIVE MAY 2016, THE UNIVERSITY AMENDED ITS BYLAWS TO ELIMINATE THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE OF THE BOARD CONTINUES TO BE RESPONSIBLE FOR CONDUCTING OFFICER COMPENSATION REVIEWS AND MAKING ALL FINAL COMPENSATION DECISIONS BASED ON THE RECOMMENDATIONS OF THE CHAIR OF THE BOARD OF TRUSTEES AND PRESIDENT, AS APPROPRIATE, AS WELL AS COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS. ALL DECISIONS OF THE EXECUTIVE COMMITTEE CONTINUE TO BE DOCUMENTED IN MINUTES MAINTAINED BY THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICIES, AND MOST RECENT FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBSITE, WWW.UCHICAGO.EDU . |
| FORM 990, PART XI, LINE 9: | MISCELLANEOUS -532. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO ARGONNE LLC | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 680628477 | MANAGE LAB | IL | $731,071,725 | UNIV OF CHICAGO | |||||
| UNIV OF CHICAGO FOUNDATION LTD | |||||||||||||
| 980525557 | FUNDRAISING | $1,001,605 | UNIV OF CHICAGO | 5TH FL ALDER CASTLE 10 NOBLE | LONDON | UK | UK | $41,131 | |||||
| THEORY AND COMPUTING SCIENCES | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 516596577 | RESEARCH BUILDING | IL | $7,506,553 | UNIV OF CHICAGO | $84,612,789 | ||||
| UCHICAGO TRADING | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 300517735 | INVESTING | IL | -$11,212,002 | UNIV OF CHICAGO | $2,187,947 | ||||
| MAROON INVESTMENTS LLC | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | DE | $0 | UNIV OF CHICAGO | $0 | |||||
| UCHICAGO IMPACT LLC | |||||||||||||
| 1307 E 60TH STREET | CHICAGO | IL | 60637 | 611682394 | EDUCATION | IL | $8,321,273 | UNIV OF CHICAGO | $9,005,108 | ||||
| HARPER COURT LLC | |||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | HOLDING COMPANY | IL | $3,212,134 | UNIV OF CHICAGO | -$13,904,027 | |||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCH DEVELOPMENT CORPORATION | |||||||||||||||
| 5555 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | 363485244 | TECH TRANSFER | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| ASIAN HEALTH COALITION | |||||||||||||||
| 180 W WASHINGTON ST SUITE 1000 | CHICAGO | IL | 60602 | 311607193 | HEALTHCARE ACCESSIBILITY | IL | 501 (C) (3) | LINE 9 | UNIV OF CHICAGO | 0 | |||||
| CHAPIN HALL CENTER FOR CHILDREN | |||||||||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | 362167012 | POLICY RESEARCH CENTER | IL | 501 (C) (3) | LINE 7 | 0 | ||||||
| CHICAGO TUMOR INSTITUTE | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 237136019 | SUPP RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| COURT THEATRE FUND | |||||||||||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363203660 | SUPP THE ARTS | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| FERMI RESEARCH ALLIANCE LLC | |||||||||||||||
| PO BOX 500 | BATAVIA | IL | 60510 | 571239010 | MANAGE LAB | IL | 501 (C) (3) | LINE 7 | 0 | N/A | |||||
| HYMEN MILGROM SUPPORTING ORGANIZATION | |||||||||||||||
| 33 NLASALLE ST SUITE 2131 | CHICAGO | IL | 60602 | 466789522 | SUPP EDUCATION RESEARCH | VA | 501 (C) (3) | 0 | |||||||
| LAKE PARK ASSOCIATES | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366111317 | PROPERTY HOLDING | IL | 501 (C) (2) | UNIV OF CHICAGO | 0 | ||||||
| NATIONAL OPINION RESEARCH CENTER | |||||||||||||||
| 55 E MONROE AVENUE | CHICAGO | IL | 60603 | 362167808 | SO SCI SURVEYS | IL | 501 (C) (3) | LINE 7 | 0 | N/A | |||||
| PHOENIX OVERLAY FUND LTD | |||||||||||||||
| 401 N MICHIGAN AVE C/O INVST OFFICE | CHICAGO | IL | 60611 | INVESTING | UNIV OF CHICAGO | 0 | CJ | ||||||||
| SOUTHEAST CHICAGO COMMISSION | |||||||||||||||
| 1511 EAST 53RD STREET | CHICAGO | IL | 60615 | 362226282 | COMMUNITY SERVICES | IL | 501 (C) (3) | LINE 7 | UNIV OF CHICAGO | 0 | |||||
| THE JOHN CRERAR FOUNDATION | |||||||||||||||
| 5730 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363155157 | SUPPORT THE LIBRARY | IL | 501 (C) (3) | LINE 11A, I | 0 | ||||||
| THE MARINE BIOLOGICAL LABORATORY | |||||||||||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | 042104690 | RESEARCH AND EDUCATION | MA | 501 (C) (3) | LINE 7 | UNIV OF CHICAGO | 0 | |||||
| THE QUADRANGLE CLUB | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 361655190 | SOCIAL CLUB | IL | 501 (C) (7) | UNIV OF CHICAGO | 0 | ||||||
| UCHICAGO RESEARCH BANGLADESH LTD | |||||||||||||||
| RESEARCH | UCHGO RSCH INTL | 0 | BG | HSE 388 ROAD 24 NEW DOH | DHAKA | BG | |||||||||
| UCHICAGO RESEARCH INTERNATIONAL LTD | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 262741573 | RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | UK | WOOLGATE EXCHANGE 25 BASINGHAL | LONDON | UK | |||||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | SN | 101PENANG RD 238466 | SINGAPORE | SN | |||||||||
| UNIV OF CHGO FOUNDATION IN HONG KONG LTD | |||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | 0 | HK | RM100 FAR EAST CTR C/O WM FAN CO | HONG KONG | HK | |||||||||
| UNIV OF CHICAGO CHARTER SCHOOL CORP | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 364225812 | EDUCATION | IL | 501 (C) (3) | LINE 2 | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO CANCER RESEARCH FUND | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366056201 | SUPP RESEARCH | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO CENTER IN PARIS | |||||||||||||||
| EDUCATION | UNIV OF CHICAGO | 0 | FR | 6 RUE THOMAS MANN 75013 | PARIS | FR | |||||||||
| UNIVERSITY OF CHICAGO CLOISTERS CLUB | |||||||||||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | SOCIAL CLUB | IL | UNIV OF CHICAGO | 0 | ||||||||
| UNIVERSITY OF CHICAGO MEDICAL CTR | |||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 363488183 | HOSPITAL | IL | 501 (C) (3) | LINE 3 | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366108743 | PROPERTY HOLDING | IL | 501 (C) (2) | UNIV OF CHICAGO | 0 | ||||||
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363999692 | MEDICAL TRUST | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | |||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363020034 | MALPRACTICE TRUST | IL | 501 (C) (3) | LINE 11A, I | UNIV OF CHICAGO | 0 | |||||
| UNIVERSITY OF CHICAGO TRUST (INDIA) | |||||||||||||||
| FUNDRAISING | UNIV OF CHICAGO | 0 | IN | GB10-12 CLAIRMONT APTS RST HSE | BANGALORE | IN | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA | ||||||||||||||
| UNIT 1-10 CULTURE PL OF RENMIN UNI | BEIJING | CH | CONSULTING | CH | UCHICAGO RESEARCH INTERNATIONAL | $2,289,383 | $3,121,650 | 1.00000 | 0 | |||||
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | ||||||||||||||
| UNIT 5-10 GRD FL DLF CAPITAL POINT | NEW DELHI | IN | CONSULTING | IN | UNIVERSITY OF CHICAGO | $1,564,171 | $2,673,855 | 0.51000 | 0 | |||||
| CHARITABLE REMAINDER TRUSTS (81) | ||||||||||||||
| CHARITABLE RMDR TRUST | UNIVERSITY OF CHICAGO | 0.94000 | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | ||||||
| CHARITABLE LEAD TRUST (1) | ||||||||||||||
| CHARITABLE LEAD TRUST | UNIVERSITY OF CHICAGO | 1.00000 | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | ||||||
| POOLED INCOME FUND (1) | ||||||||||||||
| POOLED INCOME FUND | UNIVERSITY OF CHICAGO | 1.00000 | 0 | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (45 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| A | $26,094 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| C | $71,750,000 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| N | $12,690,838 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| O | $146,267,605 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| P | $308,737,866 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| Q | $108,973,774 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| R | $1,283,420,461 | CASH VALUE |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||
| S | $1,288,306,527 | CASH VALUE |
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION | ||
| O | $75,056 | CASH VALUE |
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION | ||
| S | $358,266 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| A | $12,601 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| B | $2,004,707 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| Q | $1,275,015 | CASH VALUE |
| LAKE PARK ASSOCIATES | ||
| S | $190,682 | CASH VALUE |
| UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION | ||
| B | $9,640,894 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| C | $1,137,759 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| O | $310,107 | CASH VALUE |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | ||
| P | $504,428 | CASH VALUE |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | ||
| R | $13,840,114 | CASH VALUE |
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | ||
| R | $4,652,884 | CASH VALUE |
| NATIONAL OPINION RESEARCH CENTER | ||
| A | $885,982 | CASH VALUE |
| THE QUADRANGLE CLUB | ||
| R | $276,237 | CASH VALUE |
| THE QUADRANGLE CLUB | ||
| S | $304,560 | CASH VALUE |
| FERMI RESEARCH ALLIANCE LLC | ||
| S | $1,078,789 | CASH VALUE |
| UNIVERSITY OF CHICAGO CENTER IN PARIS | ||
| R | $1,687,771 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| A | $401,374 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| N | $1,232,938 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| O | $3,394,186 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| P | $453,807 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK | ||
| S | $1,217,609 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE | ||
| N | $181,159 | CASH VALUE |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE | ||
| P | $502,743 | CASH VALUE |
| UCHICAGO RESEARCH INTERNATIONAL LIMITED | ||
| R | $1,635,469 | CASH VALUE |
| UCHICAGO RESEARCH BANGLADESH LTD | ||
| R | $550,000 | CASH VALUE |
| UCHICAGO CENTER IN INDIA PRIVATE LIMITED | ||
| R | $4,763,982 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| N | $1,408,039 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| O | $2,990,410 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| P | $1,601,561 | CASH VALUE |
| THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD | ||
| R | $365,277 | CASH VALUE |
| SOUTHEAST CHICAGO COMMISSION | ||
| O | $139,363 | CASH VALUE |
| SOUTHEAST CHICAGO COMMISSION | ||
| P | $206,667 | CASH VALUE |
| HYMEN MILGROM SUPPORTING ORGANIZATION | ||
| C | $900,054 | CASH VALUE |
| CHAPIN HALL CENTER FOR CHILDREN | ||
| R | $473,000 | CASH VALUE |
| JOHN CRERAR FOUNDATION | ||
| C | $25,000 | CASH VALUE |
| THE MARINE BIOLOGICAL LABORATORY | ||
| R | $9,009,667 | CASH VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I IDENTIFICATION OF DISREGARDED ENTITIES | FormAndLineReferenceDesc |
| Explanation | THEORY & COMPUTING SCIENCES BUILDING TRUST - THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE THE BASIS FOR THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $84,612,789 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2015 IS $7,506,553. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $3,676,877 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $731 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES OF ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII, AND IX OF THE FORM 990. FOR PURPOSES OF COMPLETENESS, PLEASE NOTE THE FOLLOWING: THE ENTITIES LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER: UCMC COMMUNITY PHYSICIANS LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 38-3865637 PRIMARY ACTIVITY: PHYSICIAN SERVICES LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4222269 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS ALSO NOTE: THE UNIVERSITY OF CHICAGO MEDICAL CENTER IS A LESS THAN 50% MEMBER IN A JOINT VENTURE WITH UCMC/SCH ONCOLOGY JV LLC, A TAX EXEMPT ENTITY, 1850 SILVER CROSS BLVD, NEW LENOX, IL 60451, EIN: 32-2436795 AND THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, IS THE SOLE MEMBER OF THE FOLLOWING RELATED ENTITIES: UCM CARE NETWORK MEDICAL GROUP INC. 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4221241 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK AFFILIATED PHYSICIANS LLC, 5841 S. MARYLAND, CHICAGO, IL 60637, EIN: 47-4233918 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS | ExplanationTxt |
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