UNIVERSITY OF CHICAGO: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF CHICAGO (EIN 36-2177139)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-12
IRS object ID
201131329349300928
Schema version
2009v1.4
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-12T08:39:43-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362177139EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1University of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone7737021941Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 S Ellis AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60637ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJohn R KrollName
TitleAssoc VP FinanceTitle
Phone7737021941Phone
Date Signed2011-05-12DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRobert J ZimmerNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15801 S Ellis AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60637ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3804905464GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.uchicago.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1890YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body47NbrVotingMembersGoverningBody
Nbr Independent Voting Members38NbrIndependentVotingMembers
Total Nbr Employees19172TotalNbrEmployees
Total Nbr Volunteers10111TotalNbrVolunteers
Total Gross UBI-17102487TotalGrossUBI
Net Unrelated Business Txbl Income-23114062NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year764196362ContributionsGrantsPriorYear
Contributions Grants Current Year632997704ContributionsGrantsCurrentYear
Program Service Revenue Prior Year903959065ProgramServiceRevenuePriorYear
Program Service Revenue CY1018768437ProgramServiceRevenueCY
Investment Income Prior Year-48218282InvestmentIncomePriorYear
Investment Income Current Year199990386InvestmentIncomeCurrentYear
Other Revenue Prior Year60446769OtherRevenuePriorYear
Other Revenue Current Year72270336OtherRevenueCurrentYear
Total Revenue Prior Year1680383914TotalRevenuePriorYear
Total Revenue Current Year1924026863TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year286621912GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY308206734GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1046306827SalariesEtcPriorYear
Salaries Etc Current Year1076844077SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year54107667TotalFundrsngExpCurrentYear
Other Expense Prior Year699625552OtherExpensePriorYear
Other Expenses Current Year703863769OtherExpensesCurrentYear
Total Expenses Prior Year2032554291TotalExpensesPriorYear
Total Expenses Current Year2088914580TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-352170377RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-164887717RevenuesLessExpensesCY
Total Assets BOY7911927193TotalAssetsBOY
Total Assets EOY8525434000TotalAssetsEOY
Total Liabilities BOY3114934193TotalLiabilitiesBOY
Total Liabilities EOY3387792000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4796993000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5137642000NetAssetsOrFundBalancesEOY
Mission DescriptionSince its founding, the mission of the University of Chicago has been to sustain at the highest level of excellence, the communication of knowledge, the creation of knowledge and the fostering of a dynamic community of scholars and students.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense727848337Expense
Revenue573723855Revenue
DescriptionInstruction:In 2009-2010, the University enrolled 15,438 students. Of that total, 5,101 were undergraduate students in the College (the University's undergraduate school), 4,067 were graduate students, 5,374 were students in the University's professional schools, and 896 were non-degree students.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense287144127Expense
Revenue390039954Revenue
DescriptionResearch: 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 2009-2010 the University was awarded a total of $512.0 million in research funding from federal agencies, non-federal government entities, corporations, foundations and other sources. This fiscal year $390.0 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 $26.1 million, followed by corporate research sponsorship of $30.0 million.The University also conducts scientific research in collaboration with Argonne National Laboratory, owned by the United States Government and operated by the University through a related organization, under the terms of a cost reimbursement contract with the U.S. Department of Energy. Argonne is a multi-purpose science laboratory with a $600 million annual budget and over 3,200 employees. 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 $400+ million annual budget and over 1900 employees.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense256039583Expense
Grants256039583Grants
DescriptionScholarships & 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 2009-2010 academic year, approximately 55 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 $256.0 million. Of this amount, approximately $186.7 million was provided from unrestricted funds; the remaining $69.3 million came from restricted sources. More than eleven hundred students in the College (the University's undergraduate college) currently receive Odyssey Scholarships. The Odyssey Scholarships provide increased access for low-income and moderate-income students by eliminating loans for those with family income below $75,000 and reducing loan indebtedness for many others. The University expanded its Graduate Aid Initiative, a program that invests approximately $310,000 in the education of each Ph.D. student in the Humanities, Social Sciences and Divinity School. These programs are in addition to the University's longstanding commitment to financial assistance for students.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense571334491Expense
Revenue445044582Revenue
DescriptionThe other program services that support the mission of instruction and research are:Auxiliary EnterprisesLibraryOther Student ServicesInformation ServicesOperation and Maintenance of PlantDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp571334491TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev445044582TotalOfOtherProgramServiceRev
Total Program Service Expense1842366538TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account1EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109623097NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees19172NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryEGNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryCHNameOfForeignCountry
Name Of Foreign CountryHKNameOfForeignCountry
Name Of Foreign CountryINNameOfForeignCountry
Name Of Foreign CountrySNNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members47NbrVotingGoverningBodyMembers
Number Independent Voting Members38NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1John R KrollBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7737021941TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16054 S Drexel AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60637ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (75 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Andrew M Alper
Chair of the Board of Tr18.00X000
Jack W Fuller
Vice Chair18.00X000
Paul G Yovovich
Vice Chair18.00X000
David G Booth
Board Member2.00X000
Thomas A Cole
Board Member2.00X000
E David Coolidge III
Board Member2.00X000
James S Crown
Board Member2.00X000
Katharine P Darrow
Board Member2.00X000
Erroll B Davis Jr
Board Member2.00X000
Craig J Duchossois
Board Member2.00X000
James S Frank
Board Member2.00X000
Timothy M George
Board Member2.00X000
Rodney L Goldstein
Board Member2.00X000
Mary Lou Gorno
Board Member2.00X000
Kathryn C Gould
Board Member2.00X000
Sanford J Grossman
Board Member2.00X000
King W Harris
Board Member2.00X000
Kenneth M Jacobs
Board Member2.00X000
Karen L Katen
Board Member2.00X000
Dennis J Keller
Board Member2.00X000
Steven A Kersten
Board Member2.00X000
James M Kilts
Board Member2.00X000
Michael J Klingensmith
Board Member2.00X000
Michael L Klowden
Board Member2.00X000
Robert W Lane
Board Member2.00X000
Charles Ashby Lewis
Board Member2.00X000
John Liew
Board Member2.00X000
Peter W May
Board Member2.00X000
Joseph Neubauer
Board Member2.00X000
Emily Nicklin
Board Member2.00X000
Harvey B Plotnick
Board Member2.00X000
Michael P Polsky
Board Member2.00X000
Thomas J Pritzker
Board Member2.00X000
George A Ranney Jr
Board Member2.00X000
Thomas A Reynolds III
Board Member2.00X000
John W Rogers Jr
Board Member2.00X000
Andrew M Rosenfield
Board Member2.00X000
David M Rubenstein
Board Member2.00X000
Steve G Stevanovich
Board Member2.00X000
Richard P Strubel
Board Member2.00X3300000
Mary A Tolan
Board Member2.00X000
Byron D Trott
Board Member2.00X000
Marshall I Wais Jr
Board Member2.00X000
Gregory W Wendt
Board Member2.00X000
Jon Winkelried
Board Member2.00X000
Paula Wolff
Board Member2.00X000
Francis TF Yuen
Board Member2.00X000
Robert J Zimmer
President and Trustee40.00X5471750729775X
Thomas F Rosenbaum
Provost40.00528832067113X
Michael C Behnke
VP & Dean of College Enr40.00172770014432X
Nimalan Chinniah
VP for Admin & CFO40.00517962042560X
David B Fithian
Secretary of the Board40.00247162024037X
Lawrence Furnstahl
VP Finl Planning for Sci40.000977603180984X
Kimberly Goff-Crews
VP & Dean of Students40.00244704030934X
David A Greene
VP Strategic Initiatives40.00442630066192X
Beth A Harris
VP & General Counsel40.00353224062943X
Gregory A Jackson
VP & Chief Information O40.00635516063185X
Donald H Levy
VP for Research & Nation40.00307576030122X
Ann Marie Lipinski
VP for Civic Engagement40.00425789040762X
James L Madara
VP for Medical Affairs40.00527930101759643X
James Nondorf
VP & Dean of College Adm40.00202867018217X
Julie A Peterson
VP for University Commun40.00366492040774X
Ronald J Schiller
VP for Alumni Relations40.00371939026521X
Mark Schmid
VP & Chief Investment Of40.0010190700771660X
Peter Stein
VP &Chief Inv Officer40.009296840319844X
Everett Vokes
Interim VP for Medical A40.00632790069924X
Kermit Daniel
Senior Advisor of Financ40.00389662053535X
Edward Snyder
Dean of Booth School40.00732606037886X
Joe GN Garcia
Professor of Medicine40.00809806037186X
Harvey M Golomb
Chief Medical Officer &40.00811845037310X
Ralph R Weichselbaum
Head of Dept of Radiatio40.008435080102636X
Jeffrey B Matthews
Professor & Chairman Dep40.00813868074352X
Valluvan Jeevanandam
Prof &Chief Cardiac & Th40.00919332056226X
Randy Lowe Holgate
SR Vp for Univ Resources40.00311268032710X
Kineret Jaffe
Dir of Cultural Partners40.00161117028960X
FieldValueIRS element (for citing)
Total Reportable Comp From Org19051495TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs977603TotalReportableCompFrmRltdOrgs
Total Other Compensation4820423TotalOtherCompensation
Number Individuals GT100 K1886NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Tod Williams Billie Tsien
222 Central Park SouthNew YorkNY10019Architects4523994
US Equities Asset Management
20 N Michigan AvenueChicagoIL60622Property Management2370723
Zeller
37403 Eagle WayChicagoIL60678Property Management2121749
Allied Barton Security Services
PO Box 828854PhiladelphiaPA19182Security1350331
Zimmer Gunsul Frasca
1223 SW Washington StreetPortlandOR97205Architects901627
FieldValueIRS element (for citing)
Number Of Contractors GT100 K67NumberOfContractorsGT100K
Fundraising Events393415FundraisingEvents
Related Organizations23000000RelatedOrganizations
Government Grants390039954GovernmentGrants
All Other Contributions219564335AllOtherContributions
Noncash Contributions28566125NoncashContributions
Total Contributions632997704TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition and Fees900099573723855573723855
Sales&Services Edu Act900099326832379326832379
Sales&Services Aux Ent900099113858183113858183
Fees fr Govt Agencies90009943540204354020
FieldValueIRS element (for citing)
Total Program Service Revenue1018768437TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column60036970TotalRevenueColumn
Unrelated Business Revenue-23959557UnrelatedBusinessRevenue
Exclusion$83,996,527ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column459695TotalRevenueColumn
Exclusion$459,695ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column11898366TotalRevenueColumn
Exclusion$11,898,366ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1384188Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real1384188Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1384188TotalRevenueColumn
Exclusion$1,384,188ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1993037550Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1849118374Securities
Other4425455Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities143919176Securities
Other-4425455Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column139493721TotalRevenueColumn
Exclusion$139,493,721ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events416434GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events393415CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses185344FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column231090TotalRevenueColumn
Exclusion$231,090ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory74482878GrossSalesOfInventory
Cost Of Goods Sold27149428CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column47333450TotalRevenueColumn
Exclusion$47,333,450ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Conferences & Catering72232058503655850365
Advertising54180010067051006705
Interest on Loans900099459695459695

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column4106477TotalRevenueColumn
Related Or Exempt Function Income4106477RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue11423242TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1924026863TotalRevenueColumn
Related Or Exempt Function Income1023334609RelatedOrExemptFunctionIncome
Unrelated Business Revenue-17102487UnrelatedBusinessRevenue
Exclusion$284,797,037ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total49973773Total
Program Services49973773ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total253016145Total
Program Services253016145ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total5216816Total
Program Services5216816ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total14986292Total
Program Services33000ProgramServices
Management And General14794455ManagementAndGeneral
Fundraising158837Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total837525575Total
Program Services720779060ProgramServices
Management And General86542087ManagementAndGeneral
Fundraising30204428Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total35396060Total
Program Services30027857ProgramServices
Management And General4130569ManagementAndGeneral
Fundraising1237634Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total135911317Total
Program Services119520444ProgramServices
Management And General12100465ManagementAndGeneral
Fundraising4290408Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total53024833Total
Program Services44983033ProgramServices
Management And General6187771ManagementAndGeneral
Fundraising1854029Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total19669360Total
Program Services16991124ProgramServices
Management And General1287189ManagementAndGeneral
Fundraising1391047Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3918135Total
Management And General3918135ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total554066Total
Management And General554066ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total141282Total
Management And General141282ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1380884Total
Program Services1380884ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total2504580Total
Program Services2504580ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total121431136Total
Program Services105705430ProgramServices
Management And General10960975ManagementAndGeneral
Fundraising4764731Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total15623438Total
Program Services13904860ProgramServices
Management And General1406109ManagementAndGeneral
Fundraising312469Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total3737773Total
Program Services3737773ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total49928454Total
Program Services35251645ProgramServices
Management And General13116035ManagementAndGeneral
Fundraising1560774Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total26394017Total
Program Services22845441ProgramServices
Management And General1831840ManagementAndGeneral
Fundraising1716736Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total25111516Total
Program Services19644946ProgramServices
Management And General2853660ManagementAndGeneral
Fundraising2612910Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total35268671Total
Program Services35268671ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total131746438Total
Program Services131746438ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total33035159Total
Program Services32855676ProgramServices
Management And General177407ManagementAndGeneral
Fundraising2076Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Benefit Plan Adjustment118978415118978415
Support Services5939625529743347259446823708226
Equipment & Rental Expe19999957132129476493648293362
Swap Adjustment1105224011052240
Alterations & Repairs92876449287644

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total14704349Total
Program Services14704349ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2088914580Total
Program Services1842366538ProgramServices
Management And General192440375ManagementAndGeneral
Fundraising54107667Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4966940BOY
EOY16245473EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY965806579BOY
EOY882232293EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY435499242BOY
EOY410446345EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY77581798BOY
EOY79313790EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY2137536BOY
EOY2087210EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY85760888BOY
EOY61168000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY9505102BOY
EOY9234093EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY21702408BOY
EOY26549885EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3398631923LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1150429831LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2119383102BOY
EOY2248202092EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY996860756BOY
EOY1269239333EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3169171004BOY
EOY3499709844EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY23551838BOY
EOY21005642EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7911927193BOY
EOY8525434000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY683453775BOY
EOY781530167EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY88508827BOY
EOY85365379EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1702869432BOY
EOY1687464794EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY39997477BOY
EOY15639000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY295500000BOY
EOY421000000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY304604682BOY
EOY396792660EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3114934193BOY
EOY3387792000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1151283000BOY
EOY1185539000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2451694000BOY
EOY2664459000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1194016000BOY
EOY1287644000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4796993000BOY
EOY5137642000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7911927193BOY
EOY8525434000EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$338,536DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB338536TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4535634000BeginningOfYearBalance
Contributions126671000Contributions
Investment Earnings Or Losses695590000InvestmentEarningsOrLosses
Grants Or Scholarships39774000GrantsOrScholarships
Other Expenditures402328000OtherExpenditures
Administrative Expenses11076000AdministrativeExpenses
End Of Year Balance4904717000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5933761000BeginningOfYearBalance
Contributions110214000Contributions
Investment Earnings Or Losses-1206841000InvestmentEarningsOrLosses
Grants Or Scholarships33303000GrantsOrScholarships
Other Expenditures258775000OtherExpenditures
Administrative Expenses9422000AdministrativeExpenses
End Of Year Balance4535634000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.32000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.24000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.44000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis63510263OtherCostOrOtherBasis
Book Value63510263BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2670752448OtherCostOrOtherBasis
Depreciation708291846Depreciation
Book Value1962460602BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis410726639OtherCostOrOtherBasis
Depreciation252621147Depreciation
Book Value158105492BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis253642573OtherCostOrOtherBasis
Depreciation189516838Depreciation
Book Value64125735BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2248202092TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Closely-held equity interests963434635F
Real Estate & Natural Resources1022667153F
Absolute Return1513608056F
FieldValueIRS element (for citing)
Total Of Book Value Securities3499709844TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Self Insurance Liability$246,845,787
funds held in custody for others$92,778,948
Asset REtirement Obligation$57,167,925
FieldValueIRS element (for citing)
Total Of Amounts396792660TotalOfAmounts
Total Revenue1924026863TotalRevenue
Total Expenses2088914580TotalExpenses
Excess Or Deficit For Year-164887717ExcessOrDeficitForYear
Net Unrealized GL On Investments505537889NetUnrealizedGLOnInvestments
Other-$1,172OtherAmount
Total Adjustments505536717TotalAdjustments
Excess Or Deficit Per FS340649000ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2459757000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments505537889NetUnrealizedGainsInvestments
Other Revenues31574883OtherRevenues
Revenue Not Rptd F990537112772RevenueNotRptdF990
Revenue Subtotal1922644228RevenueSubtotal
Investment Expenses Not Included1380884InvestmentExpensesNotIncluded
Other Revenues Not Included1751OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1382635RevenueNotRptdOnFinStmt
Total Revenue Per Form9901924026863TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2119108000TotExpensesEtcAuditedFinclStmt
Other Expenses Included31574883OtherExpensesIncluded
Expenses Not Rptd F99031574883ExpensesNotRptdF990
Expenses Subtotal2087533117ExpensesSubtotal
Investment Expenses Not Included21380884InvestmentExpensesNotIncluded2
Other Expenses Not Included579OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1381463ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902088914580TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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.Description of Intended Use of Endowment Funds:
Part X:The University is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and, except to the extent that the University has unrelated business income, is exempt from federal income taxes. There was no provision for income taxes due on unrelated business income in fiscal years 2010 and 2009. The University concluded there were no material uncertain tax positions.Description of Uncertain Tax Positions Under FIN 48:
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements Line 8 Other Miscellaneous rounding adjustment -1,172 Part XII Reconciliation of Revenue per Audited Financial Statements with Revenue per Return Line 2d Other Expenses netted against revenue in accordance with 990 instructions Cost of Disposed Equipment 4,425,455 Cost of Goods Sold 27,149,428 Total 31,574,883 Line 4b Other Miscellaneous rounding -1,751 Part XIII Reconciliation of Expenses per Audited Financial Statements with Expenses per Return Line 2d Other Expenses netted against revenue in accordance with 990 instructions Cost of Disposed Equipment 4,425,455 Cost of Goods Sold 27,149,428 Total 31,574,883 Line 4b Other Miscellaneous Rounding 579

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnThe 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.PubViaBroadcastMediaExpln
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID.GovtFinancialAidExplanation
Compliance With Rev Proc75501ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (41 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
East Asia and the Pacific118Program ServicesInstruction12140166
Europe230Program ServicesInstruction17250514
North AmericaProgram ServicesInstruction88085
Middle East and North Africa1Program ServicesInstruction107912
Russia and the Newly Independent StatesProgram ServicesInstruction194616
South AsiaProgram ServicesInstruction165695
Sub-Saharan Africa4Program ServicesInstruction265066
Middle East and North Africa12Program ServicesResearch902619
Europe2Program ServicesResearch123294
South AsiaProgram ServicesResearch70052
East Asia and the PacificProgram ServicesResearch1525332
South AmericaProgram ServicesSubaward96841
East Asia and the PacificProgram ServicesSubaward226611
EuropeProgram ServicesSubaward918249
Sub-Saharan AfricaProgram ServicesSubaward243940
South AsiaProgram ServicesSubaward324238
North AmericaProgram ServicesSubaward334807
Russia and the Newly Independent StatesProgram ServicesSubaward48692
East Asia and the PacificFundraising211855
Europe3Fundraising615394
East Asia and the PacificAlumni Relations53475
North AmericaAlumni Relations10695
South AmericaAlumni Relations35650
South AsiaAlumni Relations19014
South AmericaInvestments
South AsiaInvestments
Sub-Saharan AfricaInvestments
Central America and the CaribbeanInvestments
North AmericaInvestments
EuropeInvestments
East Asia and the PacificInvestments
East Asia and the PacificProgram ServicesStudent Aid/Stipends208227
EuropeProgram ServicesStudent Aid/Stipends2382065
Russia and the Newly Independent StatesProgram ServicesStudent Aid/Stipends68722
North AmericaProgram ServicesStudent Aid/Stipends189884
Middle East and North AfricaProgram ServicesStudent Aid/Stipends198690
Central America and the CaribbeanProgram ServicesStudent Aid/Stipends12000
South AmericaProgram ServicesStudent Aid/Stipends48375
South AsiaProgram ServicesStudent Aid/Stipends180450
Sub-Saharan AfricaProgram ServicesStudent Aid/Stipends119406
East Asia and the PacificUnrelated Trade/Business78136
FieldValueIRS element (for citing)
Total Number Of Offices3TotalNumberOfOffices
Total Number Of Employees70TotalNumberOfEmployees
Total Amount Spent39458767TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (29 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
East Asia and the PacificSubaward120691Wire
East Asia and the PacificSubaward56872Wire
East Asia and the PacificSubaward25200Wire
East Asia and the PacificSubaward23848Wire
EuropeSubaward194289Wire
EuropeSubaward64907Wire
EuropeSubaward32305Wire
EuropeSubaward58653Wire
EuropeSubaward14330Wire
EuropeSubaward48692Wire
EuropeSubaward89999Wire
EuropeSubaward40130Wire
EuropeSubaward18183Wire
EuropeSubaward137140Wire
EuropeSubaward268312Wire
North AmericaSubaward55230Wire
North AmericaSubaward68937Wire
North AmericaSubaward66592Wire
North AmericaSubaward144048Wire
South AmericaSubaward32035Wire
South AmericaSubaward32511Wire
South AmericaSubaward40338Wire
South AmericaSubaward23992Wire
South AsiaSubaward30000Wire
South AsiaSubaward262203Wire
Sub-Saharan AfricaSubaward142440Wire
Sub-Saharan AfricaSubaward6000Wire
Sub-Saharan AfricaSubaward28000Wire
Sub-Saharan AfricaSubaward67500Wire
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs29TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (16 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Student AidEast Asia and the Pacific13156909check
Student AidEurope1842264514check
Student AidRussia and the Newly Independent States441722check
Student AidNorth America14165584check
Student AidSouth Asia18152707check
Student AidMiddle East and North Africa15151820check
Student AidSub-Saharan Africa1090182check
Student Summer GrantsCentral America and the Caribbean412000check
Student Summer GrantsEast Asia and the Pacific1751318check
Student Summer GrantsEurope39117550check
Student Summer GrantsMiddle East and North Africa1546870check
Student Summer GrantsNorth America824300check
Student Summer GrantsRussia and the Newly Independent States927000check
Student Summer GrantsSouth America1548375check
Student Summer GrantsSouth Asia827743check
Student Summer GrantsSub-Saharan Africa929225check

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants Outside the U.S.:Identifier
ExplanationSchedule F, Part I, Line 2: The University will perform a risk assessment at the proposal stage before funding is approved. University Department Administrators and the Principal Investigator will review invoices and certify as to the 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 performanceExplanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Lab SchoolNameOfEvent1
Gross Receipts Event1567999GrossReceiptsEvent1
Charitable Contributions Event1371575CharitableContributionsEvent1
Gross Revenue Event1196424GrossRevenueEvent1
Rent Facility Costs Event111574RentFacilityCostsEvent1
Food And Beverage Event174770FoodAndBeverageEvent1
Entertainment Event17000EntertainmentEvent1
Name Of Event2Court TheatreNameOfEvent2
Gross Receipts Event2241850GrossReceiptsEvent2
Charitable Contributions Event221840CharitableContributionsEvent2
Gross Revenue Event2220010GrossRevenueEvent2
Non Cash Prizes Event26060NonCashPrizesEvent2
Rent Facility Costs Event215000RentFacilityCostsEvent2
Food And Beverage Event230272FoodAndBeverageEvent2
Entertainment Event219017EntertainmentEvent2
Other Direct Expenses Event221651OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total809849GrossReceiptsTotal
Charitable Contributions Total393415CharitableContributionsTotal
Gross Revenue Total Events416434GrossRevenueTotalEvents
Non Cash Prizes Total Events6060NonCashPrizesTotalEvents
Rent Facility Costs Total Events26574RentFacilityCostsTotalEvents
Food And Beverage Total Events105042FoodAndBeverageTotalEvents
Entertainment Total Events26017EntertainmentTotalEvents
Other Direct Expenses Total Events21651OtherDirectExpensesTotalEvents
Direct Expense Summary Events185344DirectExpenseSummaryEvents
Net Income Summary231090NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (155 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Access Community Health Network
1501 S California NR7125ChicagoIL60608363317058501 (c) (3)33485Subaward
Adler Planetarium
1300 South Lake Shore DriveChicagoIL60605366210902501 (c) (3)10597Subaward
Advocate Health Care
2025 Windsor DriveOak BrookIL60523362169147501 (c) (3)57007Subaward
American Museum of Natural History
Central Park West at 79th StreetNew YorkNY10024136162659501 (c) (3)25261Subaward
Aurora Advanced Healthcare Inc
P O Box 090996MilwaukeeWI53209391595302501 (c) (3)14840Subaward
Aurora University
347 S GladstoneAuroraIL60506362166964501 (c) (3)8257Subaward
Barnard College
3009 BroadwayNew YorkNY10027131628149501 (c) (3)76523Subaward
Bates College
2 Andrews RoadLewistonME04240010211781501 (c) (3)25467Subaward
Baylor College of Medicine
One Baylor PlazaHoustonTX77030741613878501 (c) (3)57351Subaward
Beth Israel Deaconess Medical Ctr
330 Brookline AvenueBostonMA02215042103881501 (c) (3)46750Subaward
Biospherical Instruments Inc
5340 Riley StreetSan DiegoCA9211095329260395497Subaward
Boston Medical Center
660 Harrison Avenue Gambro 2BostonMA02118043314093501 (c) (3)39123Subaward
Boston University
25 Buick StreetBostonMA02215042103547501 (c) (3)43777Subaward
Brigham and Women's Hospital
101 Huntington Street Suite 305BostonMA02199042312909501 (c) (3)396834Subaward
Brigham Young University
150 E 1230 North StreetProvoUT84602870217280501 (c) (3)215985Subaward
Butler University
4600 Sunset Ave JH 104AIndianapolisIN46208350867977501 (c) (3)36895Subaward
California Institute of Technology
1200 E California BlvdMC211-15PasadenaCA91125951643307501 (c) (3)655126Subaward
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501 (c) (3)672730Subaward
Ctrl Il HematologyOncology Ctr
319 E Madison Suite FSpringfieldIL627013711919165000Subaward
Chicago Public Schools
125 S Clark Street14th FloorChicagoIL60603366005821Govt94274Subaward
Children's Hosp Med Ctr
3333 Burnett AvenueCincinnatiOH45229310833963501 (c) (3)40003Subaward
Children's Hospital of Oakland
747 52nd StreetOaklandCA94609940382330501 (c) (3)31284Subaward
Children's Hosp of Philadelphia
3615 Civic Center Blvd RM 147PhiladelphiaPA19104231352166501 (c) (3)153601Subaward
Children's Memorial Hospital
2300 Childrens Plaza Box 205ChicagoIL60614362170833501 (c) (3)7000Subaward
Clarian Health Partners Inc
1-65 and 21st StreetIndianapolisIN46202351955872501 (c) (3)51151Subaward
Coalition of Cancer Coop Groups
1818 Market StreetPhiladelphiaPA19103232935628501 (c) (3)154495Subaward
Columbia University
615 W 135th StreetNew YorkNY10027135598093501 (c) (3)1589752Subaward
Cornell University
341 Pine Tree RoadIthacaNY14850150532082501 (c) (3)136281Subaward
Creighton University
2500 California PlazaOmahaNE68178470376583501 (c) (3)57352Subaward
Dana Farber Cancer Institute
44 Binney StreetBostonMA02115042263040501 (c) (3)178875Subaward
Dartmouth College
11 Rope Ferry RoadHanoverNH03755020222111501 (c) (3)217072Subaward
Decatur Memorial Hospital
2300 North Edward StreetDecaturIL62526370661199501 (c) (3)30000Subaward
DePaul University
1 East Jackson BoulevardChicagoIL60604362167048501 (c) (3)129280Subaward
Duke University
2200 West Main Street Suite 300DurhamNC27705560532129501 (c) (3)828827Subaward
Emory University
1599 Clifton RoadAtlantaGA30322580566256501 (c) (3)27065Subaward
EVANSTON NORTHWESTERN HLTH RSCH
1001 University PlaceEvanstonIL60201362167060501 (c) (3)26529Subaward
Fllwshp Interpretation of Genomes
15 W 155 81st StreetBurr RidgeIL60527141883085501 (c) (3)700250Subaward
Field Museum of Natural History
1400 South Lake Shore DriveChicagoIL60605362167011501 (c) (3)65349Subaward
Flexitral Inc
P O Box 2548PurcevilleVA2013480002437690000Subaward
Fordham University
441 East Fordham RoadBronxNY10458131740451501 (c) (3)79074Subaward
Ft Wayne Med Onclogy & Hematology
4402 E State BlvdFort WayneIN4681535140063112420Subaward
Foster Care Review
155 South Miami Avenue Suite 601MiamiFL33130650118944501 (c) (3)84294Subaward
Fox Chase Network Inc
100 West Laurel AvenueCheltenhamPA19012232467337501 (c) (3)10600Subaward
Fred Huthchinson Cancer Rsch Ctr
1100 Fairview AveSeattleWA98109237156071501 (c) (3)14930Subaward
George Washington University
44983 Knoll Square Bldg IIAshburnVA20147530196584501 (c) (3)169310Subaward
Georgia State University
P O Box 3999AtlantaGA30302586002050501 (c) (3)51891Subaward
Harvard University
667 Huntington AvenueBostonMA02115042103580501 (c) (3)153929Subaward
Health Research Inc
Elm Carlton StreetsBuffaloNY14263141402155501 (c) (3)54109Subaward
Henry Ford Hospital
2799 West Grand BoulevardDetroitMI48202381357020501 (c) (3)27396Subaward
Illinois Institute of Technology
3300 S Federal Street Main BldgChicagoIL60616362170136501 (c) (3)67690Subaward
Indiana University
Poplars 426 400 E 7th StBloomingtonIN47405356001673501 (c) (3)1049658Subaward
iRobot Corporation
8 Brosby Drive M/S 10-2BedfordMA01730770259335514949Subaward
Johns Hopkins University
1101 E 33rd StreetBaltimoreMD21218520595110501 (c) (3)289733Subaward
Knowledge Neworks Inc
1350 Willow Road Suite 102Menlo ParkCA94025943314617435568Subaward
Lawrence University
PO Box 599 Sampson HouseAppletonWI54912390806297501 (c) (3)10071Subaward
Lesley University
29 Everett StreetCambridgeMA02138042103589501 (c) (3)62290Subaward
Liquidia Technologies
P O Box 110085Rsrch Triangle ParkNC27709201926605214632Subaward
Los Angeles Biomedical Rsch Inst
1124 W Carson Street Bldg N-14TorranceCA90502952138184501 (c) (3)171244Subaward
Louisiana State University
202 Himes HallBaton RougeLA70803726000848501 (c) (3)218793Subaward
Loyola University
820 N Michigan AvenueChicagoIL60611361408475501 (c) (3)37859Subaward
Ludwig Institute Cancer Rsch
9500 Gilman Drive - Rm 3041La JollaCA92093237121131501 (c) (3)342806Subaward
Marquette University
P O Box 1881MilwaukeeWI53201390806251501 (c) (3)78294Subaward
Mass Institute of Technology
Suite NE49-4161CambridgeMA02139042103594501 (c) (3)321268Subaward
Mayo Clinic Rochester
200 First Street SouthwestRochesterMN55905416011702501 (c) (3)14489Subaward
MDRC Research Corporation
16 East 34th StreetNew YorkNY10016237379473501 (c) (3)125809Subaward
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI53226390806261501 (c) (3)1218996Subaward
Medical Univ of South Carolina
19 Hagood Ave Suite 608CharlestonSC29425576000722501 (c) (3)35364Subaward
Mercy Foundation Inc
2525 S Michigan AvenueChicagoIL60616363227350501 (c) (3)16167Subaward
Midwest Biomedical Research Fdn
4801 Linwood BoulevardKansas CityMO64128431496422501 (c) (3)10600Subaward
Midwest Clinicians' Network Inc
7215 Westshire DriveLansingMI48917383189461501 (c) (3)59503Subaward
Morton Foundation
930 Winter Street Suite 1500WalthamMA02451042103605501 (c) (3)32317Subaward
MPC Corporation
5000 Forbes Avenue 509 UTDCPittsburghPA15213251128244501 (c) (3)2953511Subaward
Natl Bureau of Economic Rsch
1050 Massachusetts AvenueCambridgeMA02138131641075501 (c) (3)39013Subaward
National Opinion Research Center
55 East Monroe StreetChicagoIL60603362167808501 (c) (3)218021Subaward
North Carolina State University
Campus Box 7214RaleighNC27695566000756501 (c) (3)145014Subaward
Northern Illinois University
Lowden Hall Suite 201DeKalbIL60115100064401501 (c) (3)92127Subaward
NorthShore University HealthSystem
2650 Ridge Avenue - G221EvanstonIL60201362167060501 (c) (3)62096Subaward
Northwestern University
633 Clark Street Suite G-547EvanstonIL60208362167817501 (c) (3)1566219Subaward
Ohio State University
901 Woody Hayes DriveColumbusOH43210316025986501 (c) (3)2545946Subaward
Oncology Care Associates
820 Lester Ave Suite 119St JosephMI4908538351298511360Subaward
ONCOLOGY HEMATOLOGY ASSOC Cntrl IL
8940 N Wood Sage RoadPeoriaIL6161537133101710783Subaward
Parkland Health & Hospital System
5201 Harry Hines BlvdDallasTX75235751662084501 (c) (3)81164Subaward
Penn State University
513 Joab L Thomas BldgUniversity ParkPA16802246000376501 (c) (3)140893Subaward
Princeton University
5 New South Building PO Box 5292PrincetonNJ08544210634501501 (c) (3)177712Subaward
Project HOPE
255 Carter Hall LaneMillwoodVA22646530242962501 (c) (3)32846Subaward
Purdue University
302 Wood StreetWest LafayetteIN47907356002041501 (c) (3)480993Subaward
Rehabilitation Institute
345 E Superior Street - Rm 1436ChicagoIL60611362253036501 (c) (3)249698Subaward
Rockefeller University
1230 York AvenueNew YorkNY10065131624158501 (c) (3)209711Subaward
ROI Ventures LLC
213 W Institute Place Suite 505ChicagoIL60610205385643395836Subaward
Samuel Roberts Nobel Foundation
2510 Sam Noble ParkwayArdmoreOK73401730606209501 (c) (3)62596Subaward
Sloan-Kettering Inst Cancer Rsch
1275 York AvenueNew YorkNY10065912154267501 (c) (3)251703Subaward
Scripps Research Institute
10550 North Torrey Pines RoadLa JollaCA92037330435954501 (c) (3)581478Subaward
Seattle Children's Research Inst
1900 Ninth Avenue MS C95-5SeattleWA98101910564748501 (c) (3)159038Subaward
Smithsonian Astrophysical Observ
60 Garden StreetCambridgeMA02138530206027501 (c) (3)193910Subaward
Smithsonian Institution
60 Garden StreetCambridgeMA02138530206027501 (c) (3)5597Subaward
SRI International
333 Ravenswood AvenueMenlo ParkCA94025941160950501 (c) (3)629367Subaward
St John's Mercy Medical Center
645 Maryville Centre DriveSt LouisMO63141430653493501 (c) (3)12500Subaward
St Jude Children's Rsch Hosp
332 North Lauderdale StreetMemphisTN38105620646012501 (c) (3)1326528Subaward
Stanford University
340 Panama StreetStanfordCA94305941156365501 (c) (3)738250Subaward
SUNY Research Foundation
1300 Elmwood Ave Bishop Hall B17BuffaloNY14222141368361501 (c) (3)382923Subaward
Toyota Technological Institute
1427 East 60th StreetChicagoIL60637364479457501 (c) (3)38899Subaward
Trinity University
One Trinity PlaceSan AntonioTX78212741109633501 (c) (3)65910Subaward
Tulane University
1430 Tulane Avenue EP-15New OrleansLA70112720423889501 (c) (3)7120Subaward
Universidad Central del Caribe
Ave Laurel Urb Santa JuanitaBayamonPR00960660349669501 (c) (3)15797SubawardBox60327
UNIV CORP FOR ATMOSPHERIC Rsch
1850 Table Mesa DrBoulderCO80305742439386501 (c) (3)134189Subaward
University of Alabama
1530 3rd Avenue S AB 1170BirminghamAL35294636005996501 (c) (3)115662Subaward
University of California-BK
2150 Shattuck Avenue Suite 300BerkeleyCA94704946002123501 (c) (3)616726Subaward
University of California-DV
1850 Research Park Drive Suite 300DavisCA95618946036494501 (c) (3)49190Subaward
University of California-LA
10920 Wilshire Boulevard Suite 1200Los AngelesCA90024943067788501 (c) (3)11435Subaward1200
University of California-SB
3227 Cheadle Hall 3rd FloorSanta BarbaraCA93106956006145501 (c) (3)57500Subaward
University of California-SD
9500 Gilman Drive - Rm 3041La JollaCA92093956006144501 (c) (3)3318174Subaward
University of California-SF
3333 California Street Suite 315San FranciscoCA94118946036493501 (c) (3)1191339Subaward
University of Colorado-Denver
13001 E 17th Place PO Box 6508AuroraCO80045846000555501 (c) (3)8076Subaward
University of Colorado-Boulder
3100 Marine Street 572 UCBBoulderCO80309391481425501 (c) (3)159240Subaward
University of Connecticut
438 Whitney Road Ext Unit 1133StoorsCT06269060772160501 (c) (3)37808Subaward
University of Denver
2199 S University BoulevardDenverCO80208840404231501 (c) (3)347506Subaward
University of Florida
219 Grinter Hall PO Box 1003628GainesvilleFL32611596002052501 (c) (3)12070Subaward
University of Illinois-Chicago
809 South Marshfield AvenueChicagoIL60612376000511501 (c) (3)2566507Subaward
University of Illinois-Urbana
1901 S First St Suite A MC-685ChampaignIL61820376000511501 (c) (3)3787475Subaward
University of Iowa
201 Gilmore HallIowa CityIA52242426004813501 (c) (3)126880Subaward
University of Kentucky
109 Kinkead HallLexingtonKY40506616001218501 (c) (3)299349Subaward
University of Maryland
3300 Metzerott RoadAdelphiMD20783526002033501 (c) (3)352203Subaward
University of Mass Medical School
364 Plantation StreetWorcesterMA01655043167352501 (c) (3)199405Subaward
University of Memphis
315 Administration BuildingMemphisTN38152626048540501 (c) (3)32277Subaward
University of Miami
P O Box 248106Coral GablesFL33124590624458501 (c) (3)126199Subaward
University of Michigan
3003 S State StreetAnn ArborMI48109386006309501 (c) (3)1181122Subaward
University of Minnesota
200 Oak Street SEMinneapolisMN55455416007513501 (c) (3)616767Subaward
University of Missouri
310 Jesse HallColumbiaMO65211436003859501 (c) (3)16771Subaward
University of Nebraska Medical Ctr
985100 Nebraska Medical CenterOmahaNE68198470049123501 (c) (3)41191Subaward
University of North Carolina
130 Mason Farm Rjoad CB 1651Chapel HillNC27599566001393501 (c) (3)610013Subaward
University of Notre Dame
402 Grace HallNotre DameIN46556350868188501 (c) (3)41789Subaward
University of Oregon
5219 University StreetEugeneOR97403936001786501 (c) (3)7504Subaward
University of Pennsylvania
3451 Walnut Street P-221PhiladelphiaPA19104231352685501 (c) (3)403939Subaward
University of Pittsburgh
3100 Cathedral of LearningPittsburghPA15260250965591501 (c) (3)528803Subaward
University of Rochester
1325 Mt Hope AvenueRochesterNY14620161089052501 (c) (3)26460Subaward
University of Southern California
University Park Campus - STO 330Los AngelesCA90089951642394501 (c) (3)266867Subaward
University of Tennessee
UTHSC 62 S DunlapMemphisTN38163626001636501 (c) (3)436222Subaward
University of Texas-Austin
P O Box 7159AustinTX78713746000203501 (c) (3)2079200Subaward
UNIV OF TEXAS-HEALTH CTR-HSTN
7000 Fannin Suite 902HoustonTX77030741761309501 (c) (3)10973Subaward
University of Texas
1515 Holcombe BoulevardHoustonTX77030746000203501 (c) (3)113166Subaward
University of Utah
201 Presidents Circle Room 408Salt Lake CityUT84112876000525501 (c) (3)160797Subaward
University of Washington
1100 NE 45th Street Suite 300SeattleWA98105916001537501 (c) (3)48280Subaward
University of Wisconsin-Madison
21 North Park Street - Suite 6401MadisonWI53715396006492501 (c) (3)1205001Subaward
US Department of Agriculture
10300 Baltimore Ave Bldg 003BeltsvilleMD20705720564834Govt86264Subaward
Valparaiso University
1700 Chapel DriveValparaisoIN46383620476822501 (c) (3)47894Subaward
Vanderbilt University
3319 West End Avenue Suite 800NashvilleTN37203620476822501 (c) (3)243663Subaward
Virginia Commonwealth University
800 East Leigh St PO Box 980568RichmondVA23298546001758501 (c) (3)44684Subaward
Wake Forest University
Medical Center BoulevardWinstonSalemNC27157364669466501 (c) (3)49083Subaward
Washington University
700 Rosedale Avenue Box 1034St LouisMO63112436053611501 (c) (3)395430Subaward
Waukesha Memorial Hospital
725 America AvenueWaukeshaWI53188390910727501 (c) (3)12856Subaward
Wayne State University
5057 Woodward Suite 6402DetroitMI48202386028429501 (c) (3)65150Subaward
Weill Cornell Medical College
525 East 68th StreetWMC Box 113New YorkNY10065136094042501 (c) (3)209391Subaward
Westat Research Corporation
1650 Research Blvd RW2516RockvilleMD20850840529566137982Subaward
Yale University
155 Whitney AvePO Box 208250New HavenCT06520060646973501 (c) (3)206042Subaward
Youth Guidance
122 S Michigan Ave Suite 1510ChicagoIL60603362167032501 (c) (3)70313Subaward
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants145TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations12TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Undergraduate Student Aid256382562037
Graduate Student Aid5820170454108

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Procedure for Monitoring Grants in the U.S.:Part I, Line 2:Schedule I, Part I, Line 2: The University of Chicago follows these procedures to monitor the use of grant funds inside the United States. The University will perform a risk assessment at the proposal state 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.
Other Information:Part IV:Part II Line 1: One subaward in the amount of $47,628 was given to a business that operates as a sole proprietor and is not listed above.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (28 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Robert J Zimmer
54000000071750594600013517501276950000
Thomas F Rosenbaum
503832025000000196000475130595945000
Michael C Behnke
172770000001386005720187202000
Nimalan Chinniah
4639280250000290340196000229600560522000
David B Fithian
22116600025996017870061670271199000
Lawrence Furnstahl
0682183027497202044801644420165420115858700
Kimberly Goff-Crews
2444540250000196000113340275638000
David A Greene
3938400250000237900196000465920508822000
Beth A Harris
35322400000196000433430416167000
Gregory A Jackson
2322920004032240196000435850698701000
Donald H Levy
297576010000000196000105220337698000
Ann Marie Lipinski
4256390150000196000211620466551000
James L Madara
1271966022301503784320017070280526150703894408202750
James Nondorf
18536700017500014933032840221084000
Julie A Peterson
3064130150000450790196000211740407266000
Ronald J Schiller
339957020000011982019600069210398460000
Mark Schmid
240569074214903635207617490991101790730000
Peter Stein
2926750637009000314518053260124952806370090
Everett Vokes
63279000000196000503240702714000
Kermit Daniel
361329000283330196000339350443197000
Edward Snyder
7026060150000150000196000182860770492000
Joe GN Garcia
5799870002298190196000175860846992000
Harvey M Golomb
6751620136683000196000177100849155000
Ralph R Weichselbaum
84350800000196000830360946144000
Jeffrey B Matthews
81386800000196000547520888220000
Valluvan Jeevanandam
7940120125320000196000366260975558000
Randy Lowe Holgate
00003112680196000131100343978000
Kineret Jaffe
15787203245000132390157210190077000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aThe compensation listed for the trustee was for services as a faculty member in the Booth School of Business and not payment for services as a trustee. 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. Three officers and one highly compensated person of the University had specific trips approved for first class travel in accordance with this policy. None of these business trips were deemed taxable compensation. Part I, Line 1a. Travel for companions: Under written University policy, travel for companions must be pre-approved by the Vice President for Administration and Chief Financial Officer, and will only be approved when the companion travel serves a bona fide business purpose. Two officers had companion travel. The cost of companion travel was not deemed taxable compensation. Part I, Line 1a. & 1b. Tax indemnification and gross up payments: Individuals may have certain payments grossed up at the discretion of heads of departments or offices of the University. One officer received a gross up payment, which was included in the officer's taxable compensation. Part I, Line 1a. & 1b; and Part II, Column D for Robert J. Zimmer. Housing Allowances and Residence for Personal Use: Housing allowances are only permitted if pre-approved by the Provost's office or University Human Resources. Six officers, one key person and one highest compensated individual received housing allowances, which were included in the individual's taxable compensation. Of the amount in Column D for Robert J. Zimmer, $ 98,685 represents the value of University-owned housing provided to the President, which is not deemed a taxable benefit. Part I, Line 1a. Social and Health Club Dues: Under written University policy, social and health club dues are reimbursable only if the benefits of the membership support the University's mission, and only if the reimbursement is approved by a Dean, Vice President, Provost or President of the University. Any portion of the dues not used for business purposes is considered taxable compensation. Officers of the University maintain membership in the Quadrangle Club, a related organization that operates a faculty club on the campus of the University, for purposes of conducting meetings and other University business. The University reimburses officers for these dues, and the reimbursement is not deemed taxable compensation. In addition, four officers, one key person, one former officer and one highest compensated employee had social club dues reimbursed by the University for business purposes, and the reimbursement was not deemed taxable compensation. Part I, Line 1a. Personal Services: The University contracts with an independent contractor to provide the President of the University with a car and driver for use on University business. In addition, the University provides for the maintenance and cleaning of the University-owned house provided to the President. These services were not deemed a taxable benefit.
Part I, Line 4aSeverance pay: Officer James Madara $2,531,143, Officer Gregory Jackson $377,340, former officer Randy Holgate $311,268. Part I, Line 4b. James Madara $176,250 Robert Zimmer $575,000
Part I, Line 7Investment Office personnel participate in an incentive compensation agreement based on performance and qualitative measurements.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
IFA 100000000 REVENUE BONDS SERIES 2004A
86109196745200BHG62004-11-10105454007SEE SCHEDULE O00
IFA 100000000 ADJ RATE REVENUE BONDS SERIES 2004B
86109196745200BHH42004-11-10100000000SEE SCHEDULE O00
IFA 80000000 ADJ RATE REV REFUNDING BONDS 2004C
86109196745200BJG42004-11-3080000000SEE SCHEDULE O00
IFA 244030000 REVENUE BONDS SERIES 2007
86109196745200B6F02007-06-28249996429SEE SCHEDULE O00
IFA 123604000 ADJ RATE DEMAND REV SERIES 2008
86109196745200FEG02008-04-03123604000SEE SCHEDULE O00

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount DefeasedAmountDefeased
10545400771237510474163220100011
1000000004699989953000220100011
800000002006010173133710
249996429163037724836605220100011
12360400022153020041011

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001110.005100.005101
001110.005100.005101
000110.002200.002201
001110.002200.002201
000110.002900.002901

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateBusiness Name Line2NameOfHedgeProvider/BusinessNameLine2Term Of HedgeTermOfHedge
(no name)
000001
(no name)
010001
MORGAN STANLEY CAP
011001SRVS35.000000000000
(no name)
000001
MERRILL LYNCH CAP
011001SRVS33.000000000000

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
IEFA 200000000 REVENUE BONDS SERIES 2003A
5212975634520016W52003-08-28202182031SEE SCHEDULE O00
IEFA 50000000 ADJ RATE REVENUE BONDS SERIES 2003B
5212975634520017E42003-08-2850000000SEE SCHEDULE O00
IFA 500000000 REVENUE BONDS SERIES 2008B
86109196745200FSX82009-01-07502370736SEE SCHEDULE O00

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount UnspentAmountUnspent
20218203186550615694516520061011
500000002742234972577720060011
502370736365349335808972220110001141401527

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001110.009500.009501
001110.009500.009501
001110.001600.001601

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000001
010001
000001

Schedule L IRS990ScheduleL

Loan Table LoanTable (7 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
NIMALAN CHINNIAH
MORTGAGEX$167,000134433011
THOMAS FARRELL
MORTGAGEX$50,00050000011
DAVID B FITHIAN
MORTGAGEX$136,000124659011
DAVID A GREENE
MORTGAGEX$60,00060000011
JAMES L MADARA
MORTGAGEX$1,635,000974187011
EDWARD SNYDER
MORTGAGEX$454,000198467011
PETER STEIN
MORTGAGEX$546,400545464111
FieldValueIRS element (for citing)
Total Balance Due2087210TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)

Relationship With OrganizationRelationshipWithOrganizationType Of AssistanceTypeOfAssistance
NOT REQUIRED
NOT REQUIRED TO BE DISCLOSEDSTIPEND Amount $ 15000.
NOT REQUIRED
NOT REQUIRED TO BE DISCLOSEDTEACHING ASSISTANT Amount $ 8000.
NOT REQUIRED
NOT REQUIRED TO BE DISCLOSEDTUITION REMISSION Amount $ 38550.

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
TISHMAN SPEYER CROWN EQUITIES LLC
SEE SCHEDULE O751031Schedule OJames 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 $204,121.68 in rent for this property during the tax year ended June 30, 2010. 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 $546,909.66 in rent for this property during the tax year ended June 30, 2010.0
ARAMARK CORPORATION
SEE SCHEDULE O15312057Schedule O Joseph Neubauer, a Trustee of the University, is Chairman, Chief Executive Officer and Director of ARAMARK Holdings Corporation, which owns a majority of ARAMARK Corporation, a diversified management company. The University has retained ARAMARK Corporation to provide food service in various University residence halls and facilities, and to provide certain uniform services to the University. During the tax year ended June 30, 2010, the University paid ARAMARK Corporation approximately $15,312,057 for these services, and ARAMARK Corporation paid the University approximately $3,967,689 in connection with these services. The contracts for these services were negotiated at arms' length and were concluded on market terms.0
AQR ABSOLUTE RETURN FUND
SEE SCHEDULE O4036987Schedule O John Liew, a Trustee of the University, is a key person of AQR Absolute Return Fund, a fund in which a portion of the University's endowment was invested until the first quarter of 2009. In April 2010, in keeping with its standard practices, AQR returned to the University the final $4,036,887 of the University's investment. The University's investment in the AQR Absolute Return Fund was negotiated at arms' length and concluded on market terms.0
LAKE CAPITAL
SEE SCHEDULE O540687Schedule O Paul Yovovich, a Trustee of the University, is President of Lake Capital, a private equity firm which manages two private equity funds in which a portion of the University's endowment is invested. During the tax year ended June 30, 2010, the University paid management fees of approximately $540,687 in connection with Lake Capital's management of these two funds. The terms governing the University's investment in these funds were negotiated at arms' length and concluded on market terms.0
TERESE ZIMMER
SEE SCHEDULE O84088Schedule O Terese Zimmer, the spouse of Robert J. Zimmer, President of the University and a Trustee, is employed by the University as Director of Strategic Initiatives in the University's Urban Education Institute. During the tax year ended June 30, 2010, Mrs. Zimmer was paid a gross salary of $84,088 in connection with her employment in the Urban Education Institute.0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990824951NoncashContribsRptdF990
Method Of Determining RevenuesOPINION OF EXPERTSMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions246NumberOfContributions
Noncash Contribs Rptd F99026900674NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received19NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Third Party Use:Part I, Line 32b:RELATED ORGANIZATIONS IN THE UK, FRANCE, SINGAPORE, HONG KONG AND INDIA SOLICIT CONTRIBUTIONS FOR THE BENEFIT OF THE UNIVERSITY AND ITS PROGRAMS. THE UNIVERSITY USES AN OUTSIDE BROKER TO SELL GIFTS OF SECURITIES.
Non Reporting of Revenue:Part I, Line 33:THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 1The University is governed by a Board of Trustees comprised of 47 trustees. Under the University's Bylaws, an Executive Committee of the Board of Trustees, consisting of 11 trustees, has the authority to act for the Board in the management of the University in all matters except those which are precluded by law, or those which under the Bylaws require the vote of a majority of the Trustees in office, and except as otherwise provided by resolution adopted by a majority of the Trustees in office. All members of the Executive Committee are also members of the University's Board of Trustees.
Form 990, Part VI, Section A, line 2Lawrence J. Furnstahl, an officer of the University, and Rodney L. Goldstein, a Trustee of the University, have a business relationship. Rodney L. Goldstein and King W. Harris, both Trustees of the University, have a business relationship. Robert W. Lane and Joseph Neubauer, both Trustees of the University, have a business relationship. Thomas J. Pritzker and Byron D. Trott, both Trustees of the University, have a business relationship. John R. Rogers and Paula Wolff, both Trustees of the University, have a business relationship. James S. Crown and Rodney L. Goldstein, both Trustees of the University, have a business relationship.
Form 990, Part VI, Section B, line 11Prior to filing the Form 990, members of the Executive Committee, Audit Committee, Compensation Committee, and Committee on Trusteeship of the University's Board of Trustees were given an opportunity to review portions of the Form 990 relevant to the areas of oversight of those committees. These portions of the Form 990 were distributed to committee members for convened meetings in February and March 2011, at which Trustees on these committees were given the opportunity to discuss the relevant sections of the Form 990 and ask questions. In addition, in early April 2011, the completed draft Form 990 (and Form 990T), including all schedules, was posted on a secure website accessible to all Trustees to allow them to review the form, provide comments, and ask any questions. Information about accessing the website was distributed in advance to all Trustees. The draft form remained available on the website for approximately two weeks, after which online access ended to allow the University time to finalize the Form 990 and Form 990T for filing with the IRS.
Form 990, Part VI, Section B, line 12cAll trustees, officers, faculty, senior administrators, and other employees of the University are subject to conflict of interest policies that, among other things, define material financial conflicts of interest, identify the classes of individuals covered by the policies, facilitate disclosure of information, and specify procedures to be followed in managing the conflicts. These conflict of interest policies and procedures include: (1)The University of Chicago Conflict of Interest Policy for Trustees and Officers requires Trustees and Officers to alert the Chair of the Board, the Committee on Trusteeship, or the University's Vice President and General Counsel of any potential conflict of interest, and abstain from participating in or voting on the matter. The Policy also requires Trustees and Officers to disclose, on an annual basis, actual and potential conflicts of interest by completing a Conflict of Interest Disclosure Statement. All conflict of interest disclosures and related discussions are shared with the Chair of the Board, the Committee on Trusteeship, and the University's President, its General Counsel, and its external auditors. The University's Vice President and General Counsel, in consultation with the Committee on Trusteeship and senior University administrators, compiles the disclosures into a confidential database and prepares for each Trustee and Officer a written acknowledgment 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 officers and senior administrators to disclose all officer, director, or trustee positions they hold or intend to hold in outside organizations, including but not limited to organizations in which they have a financial interest or from which they receive compensation. The University's Office of Legal Counsel monitors such potential conflicts by circulating annually a disclosure form that must be updated as circumstances change, and officers are also required to disclose all such relationships in advance to their immediate supervisor. This information may be shared with the University's Trustees, President, Provost, General Counsel, and others as necessary; compensated outside service is also subject to review by the Compensation Committee of the Board of Trustees. (3)Academic employees, including the President and the Provost, are subject to the University's policy on Outside Professional and Commercial Interests of Faculty/Conflict of Interest. 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 the policy to the Deputy Provost for Research. The Provost also appoints the members of the Standing Committee on Individual Conflicts of Interest and designates the Deputy Provost for Research as its chair. The Provost reports periodically to the Standing Committee on the status of faculty compliance with the conflict of interest policy; the report includes how risks have been addressed through management plans or other practices intended to provide for the reduction, elimination or management of financial conflicts of interests. The Deputy Provost seeks assessment 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 University 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 discussed below. (6)The University's Whistleblower Policy instructs all employees with reports or concerns about conflicts of interest to consult his or her manager, department chair, or director or, if the issue involves such supervisory personnel, the dean or University officer responsible for the employee's unit. The University also encourages employees concerned about confidentiality to file a report with "The Network," an independent, round-the-clock ethics compliance hotline contracted by the University. Any suspected problems or complaints reported via The Network are reviewed in accordance with current University procedures, including those set forth above.
Form 990, Part VI, Section B, line 15The Compensation Committee of the Board of Trustees annually reviews compensation for the University's President and all other University officers, based on a recommendation from the Chairman of the Board of Trustees in the case of the President's compensation, and recommendations from the President in the case of officer compensation. The Compensation Committee reviews these recommendations, including a review of comparability data provided by external consultants. The Compensation Committee then makes a recommendation regarding compensation to the Executive Committee of the Board of Trustees, which also reviews the comparability data and makes all final compensation decisions. The recommendations of the Compensation Committee and the decisions of the Executive Committee are documented in minutes maintained by the University.
Form 990, Part VI, Section C, line 19The University's articles of incorporation and bylaws, conflicts of interest policies, and most recent financial statements are publicly available on the University's website, www.uchicago.edu.
Schedule K Part I Column F Description of Purpose $200,000,000 Illinois Educational Facilities Authority Revenue Bonds, The University of Chicago, Series 2003A (f) Description of purpose a.To refund, finance, refinance or reimburse the University for the costs of the acquisition, construction, renovation and equipping of certain of its educational facilities, including a new Graduate School of Business building, a new Interdivisional Research Building and a new athletics and recreation center and to pay certain costs of issuance. $50,000,000 Illinois Educational Facilities Authority Adjustable Rate Revenue Bonds, The University of Chicago, Series 2003B (f) Description of purpose a.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 Revenue Bonds, The University of Chicago, Series 2004A (f) Description of purpose a.To finance, refinance and reimburse the University for all or a portion of the costs of acquisition, construction, renovation and equipping of certain of its educational facilities, including the new Graduate School of Business, a new research building, a new Interdivisional Research Building, and new residence halls, and pay certain costs of issuance. $100,000,000 Illinois Finance Authority Adjustable Rate Revenue Bonds, The University of Chicago, Series 2004B (f) Description of purpose a.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 a.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 a.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 a.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 a.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.
Schedule K Part III Line 4 Private Business Use Any possible private business use is conducted in the portion of projects allocated to University contributions and that is not financed with tax-exempt bond proceeds, consistent with the documentation of each bond issue.
Schedule R, Part 1, Identification of Disregarded Entities 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 Form 990 Part VIII, line 12 and Part X, line 16. The end of year asset balance is $68,397,101 and the income for the period ending December 31, 2009 is $8,905,596.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
Uchicago Argonne LLC
5801 S Ellis AvenueChicagoIL60637680628477Manage labIL37365000Univ of Chicago
University of Chicago Foundation LTD
980525557Fundraising00Univ of Chicago5t Fl Alder Caster 10 NobleLondonUKUK
Theory & Computing Sciences Bldg Trust
5801 S Ellis AvenueChicagoIL60637516596577Research BldgIL890559668397101See Schedule O
Uchicago Trading
5801 S Ellis AvenueChicagoIL60637300517735InvestingIL00Univ of Chicago

Form990 Schedule R Part II Form990ScheduleRPartII (24 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Direct Controlling Entity NADirectControllingEntityNAAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
University of Chicago Medical Ctr
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501 (C) (3)Line 3UNIV OF CHICAGO
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGO
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501 (C) (2)UNIV OF CHICAGO
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501 (C) (3)Line 2UNIV OF CHICAGO
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
UNIVERSITY OF CHICAGO CANCER RESEARCH FUND
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPTRACTICE TRUSTIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
QV INC
8201 S CASS AVENUEDARIENIL60561363519484MEDICALIL501 (C) (3)Line 3U OF C MEDICAL CTR
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501 (C) (3)Line 7N/A
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501 (C) (7)UNIV OF CHICAGO
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501 (C) (3)Line 7N/A
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATIONUNIV OF CHICAGO6 RUE THOMAS MANN 75013PARISFRFR
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATIONUNIV OF CHICAGOWOOLGATE EXCHANGE 25 BASINGHALLONGONUKUK
UNIV OF CHGO BOOTH SCHL OF BUSINESS
UNIV OF CHICAGO101PENANG RD 238466SINGAPORESNSN
UNIVERSITY OF CHICAGO TRUST
FUNDRAISINGUNIV OF CHICAGOGB10-12 CLAIRMONT APTS RST HSEBANGALOREININ
UNIV OF CHGO FOUNDATION IN HONG KONG
FUNDRAISINGUNIV OF CHICAGORM100 FAR EAST CTR C/O WM FAN COHONG KONGHKHK
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501 (C) (3)Line 11a, IUNIV OF CHICAGO
UCHICAGO RESEARCH BANGLADESH LTD
RESEARCHUCHGO RSCH INTLHSE 388 ROAD 24 NEW DOHDHAKABGBG
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBILUNIV OF CHICAGO
PHOENIX OVERLAY FUND LTD
401 N MICHIGAN AVE C/O INVST OFFICECHICAGOIL60611INVESTINGUNIV OF CHICAGOCJ
SOUTHEAST CHICAGO COMMISSION
1511 EAST 53RD STREETCHICAGOIL60615COMMUNITY SERVICESIL501 (C) (3)Line 7N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINABusinessNameLine1
FieldValueIRS element (for citing)
Primary ActivityCONSULTINGPrimaryActivity
Legal Domicile Foreign CountryCHLegalDomicileForeignCountry
Share Of EOY Assets2300000ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (37 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNIVERSITY OF CHICAGO MEDICAL CENTER
A12141
UNIVERSITY OF CHICAGO MEDICAL CENTER
B3486874
UNIVERSITY OF CHICAGO MEDICAL CENTER
C23000000
UNIVERSITY OF CHICAGO MEDICAL CENTER
M294820
UNIVERSITY OF CHICAGO MEDICAL CENTER
N74473522
UNIVERSITY OF CHICAGO MEDICAL CENTER
O47222911
UNIVERSITY OF CHICAGO MEDICAL CENTER
P88151724
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q38001202
UNIVERSITY OF CHICAGO MEDICAL CENTER
R68167480
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
P5767147
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
B32027821
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
P34000000
LAKE PARK ASSOCIATES
B6680500
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
O3885646
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C2072823
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
N293710
UNIVERSITY OF CHICAGO CENTER IN PARIS
Q1823069
NATIONAL OPINION RESEARCH CENTER
A567388
NATIONAL OPINION RESEARCH CENTER
P82544
THE QUADRANGLE CLUB
Q495761
FERMI RESEARCH ALLIANCE LLC
R617520
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK)
A401374
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK)
K1700397
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK)
N3229275
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK)
O1640695
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD (UK)
R1662990
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD
K1957552
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD
N2233441
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD
O1422255
UNIV OF CHGO BOOTH SCHOOL OF BUSINESS LTD
R607513
SOUTH EAST CHICAGO COMMISSION
B304434
PHOENIX OVERLAY FUND
R6543000
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
N59707
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
R119325
UNIVERSITY OF CHICAGO FOUNDATION HONG KONG
C1865499
UNIVERSITY OF CHICAGO RESEARCH INTL LTD
Q2818089
UCHICAGO (BEIJING) CONSULTING CO LTD
B2300000

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