Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
University of Chicago
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
6054 S Drexel Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60637
D Employer identification number

36-2177139
E Telephone number

G Gross receipts $ 6,792,893,716
F Name and address of principal officer:
PAUL ALIVISATOS
5801 S ELLIS AVENUE
Chicago,IL60637
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UCHICAGO.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1890
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 56
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 48
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 28,318
6 Total number of volunteers (estimate if necessary) ............. 6 9,144
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 16,325,129
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 9,023,951
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,192,372,791 2,415,783,023
9 Program service revenue (Part VIII, line 2g) ......... 1,793,229,141 1,966,181,580
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 547,341,286 200,735,877
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 80,888,754 76,858,731
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,613,831,972 4,659,559,211
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 657,333,388 665,449,889
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,490,888,447 2,668,602,608
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 386,261 237,841
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet72,507,746    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,275,879,022 1,494,650,963
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,424,487,118 4,828,941,301
19 Revenue less expenses. Subtract line 18 from line 12....... 189,344,854 -169,382,090
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,408,247,538 14,662,331,676
21 Total liabilities (Part X, line 26)............. 5,809,316,020 6,167,197,542
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,598,931,518 8,495,134,134
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF THE UNIVERSITY OF CHICAGO HAS BEEN TO SUSTAIN AT THE HIGHEST LEVEL OF EXCELLENCE, THE COMMUNICATION OF KNOWLEDGE, THE CREATION OF KNOWLEDGE AND THE FOSTERING OF A DYNAMIC COMMUNITY OF SCHOLARS AND STUDENTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,531,269,890 including grants of $ 0 ) (Revenue $ 1,184,690,806 )
Instruction: In 2022-2023, the University enrolled 18,568 students; of that total, 7,496 were undergraduate students in the college (the University's undergraduate school), 4,350 were graduate students, 6,172 were students in the University's professional schools and 550 were non-degree students.
4b (Code:   ) (Expenses $ 1,375,354,514 including grants of $ 80,054,023 ) (Revenue $ 588,737,760 )
Research: University of Chicago faculty cross traditional disciplinary boundaries to transform understandings in business, economics, history, law, literature, religion, physics, chemistry and biology and medicine, among other fields. In pursuit of these research endeavors, during fiscal year 2022-2023 the University was awarded a total of $755 million in research funding from federal agencies, non-federal government entities, corporations, foundations, and other sources. This fiscal year $542 million was expended from federal government sponsors of research, with the U.S. Department of Health and Human Services and the National Science Foundation providing the largest amounts of funding. Foundation research sponsorship awards totaled $66.4 million, followed by corporate research sponsorship of $60.6 million. The University also conducts scientific research in collaboration with Argonne National Laboratory, owned by the United States Government and operated by the University through a disregarded entity, under the terms of a cost reimbursement contract with the U.S. Department of Energy. Argonne is a multi-purpose science laboratory with a $1,290.8 million annual budget and approximately 4,539 employees. Program Service research expenditures were $877.0 million and are included in the research program service expense amount, as is required for a disregarded entity. In addition, Fermi Research Alliance, LLC, an entity jointly owned by the University and Universities Research Association Inc., operates Fermi National Accelerator Laboratory ("Fermilab") for the U.S. Department of Energy. Fermilab is the nation's preeminent center for high-energy physics and an international center for scientific research in elementary particle physics and astrophysics. Fermilab has a $607.8 million annual budget and approximately 2,079 employees.
4c (Code:   ) (Expenses $ 578,210,651 including grants of $ 578,210,651 ) (Revenue $ 0 )
Scholarships & Fellowships: The University meets 100% of a student's demonstrated need with an extensive financial aid program which is designed to enable the most qualified students to attend the University regardless of their financial circumstances. For the 2022-2023 academic year, approximately 50% of all students in the College received financial aid in the form of grants and scholarships. University-wide expenditures for scholarships and fellowships amounted to $583.7 million. Of this amount, approximately $429.1 million was provided from unrestricted funds; the remaining $154.6 million came from restricted sources. Approximately 20% of students in the College (the University's undergraduate college) currently receive Odyssey Scholarships. The Odyssey Scholarships provide increased access by providing scholarship support for first generation students and students with family incomes typically below $125,000. The Odyssey Scholarship also provides funds for other educational opportunities like study abroad and providing a paid internship after the student's first year in the College. In October 2014, The University launched the No Barriers Program to eliminate the student loan requirement from all undergraduate, need-based financial aid packages. The loans were replaced by the University with direct grants. Beginning with the class of 2024, the University's Empower initiative will provide a grant/scholarship award guaranteed to cover full-tuition for families earning less than $125,000 and full-tuition, fees and room and board for families earning less than $60,000. In 2019, the University announced a new funding model for doctoral students. All students are guaranteed full tuition support, paid health insurance and an annual stipend of at least $31,000, beginning with students enrolling in 2020-2021.
(Code:   ) (Expenses $ 548,385,182 including grants of $ 7,185,215 ) (Revenue $ 250,508,090 )
The other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of Plant
4d Other program services (Describe in Schedule O.)
(Expenses $ 548,385,182 including grants of $ 7,185,215 ) (Revenue $ 250,508,090 )
4e Total program service expensesMediumBullet4,033,220,237
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
25,512
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
28,318
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletHK , IN , ID , JA , KS , AS , NL , NO , RP , SN , BG , SP , SW , SZ , TH , BE , UK , BR , CH , DA , EG , FI , FR , GM
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
Yes
 
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
56
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
48
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
KY , MD , OK , WA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJennie Bennett6054 S DREXEL AVENUE   CHICAGO,IL60637 (773) 834-5819
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALVARO J SAIEH
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(2) ANDREW M ALPER
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(3) ANDREW M ROSENFIELD
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(4) ANTONIO J GRACIAS
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(5) ASHLEY D JOYCE
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(6) Barry Fields
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(7) BRADY W DOUGAN
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(8) BRETT J HART
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(9) BRIEN M O'BRIEN
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(10) BYRON D TROTT
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(11) DANIEL L DOCTOROFF
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(12) DAVID G BOOTH
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(13) DAVID M RUBENSTEIN
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(14) DEBRA A CAFARO
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(15) DENNIS J KELLER
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(16) DONALD R WILSON JR
 
TRUSTEE
 2.0
.................
  		X           0 0 0
(17) EMILY NICKLIN
 
TRUSTEE
 2.0
.................
  		X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) EMMANUEL ROMAN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(19) FRANCIS T F YUEN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(20) FRANK A BAKER II
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(21) GREGORY W WENDT
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(22) GURU RAMAKRISHNAN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(23) HILARIE KOPLOW-MCADAMS
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(24) Hilary Krane
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(25) JAMES M KILTS
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(26) JAMES S CROWN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(27) JASON J TYLER
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(28) JOHN A EDWARDSON
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(29) JOHN LIEW
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(30) JOHN W ROGERS JR
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(31) JOSEPH NEUBAUER
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(32) KAREN L KATEN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(33) Katherine Adams
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(34) KENNETH M JACOBS
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(35) MARY A TOLAN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(36) MARY LOUISE GORNO
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(37) MICHAEL J KLINGENSMITH
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(38) MICHAEL P POLSKY
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(39) MYRTLE S POTTER
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(40) NASSEF O SAWIRIS
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(41) Paul Carbone
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(42) PAUL G YOVOVICH
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(43) RACHEL D KOHLER
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(44) Richard Gonzalez
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(45) Richard Wallman
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(46) RIKA MANSUETO
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(47) RODNEY L GOLDSTEIN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(48) SANFORD J GROSSMAN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(49) SATYA NADELLA
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(50) STEVEN A KERSTEN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(51) TANDEAN RUSTANDY
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(52) THOMAS A COLE
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(53) THOMAS F DUNN
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(54) THOMAS J PRITZKER
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(55) Valerie Jarrett
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(56) Vasant Narasimhan
 
TRUSTEE
 2.0
.......................   		X           0 0 0
(57) A Paul Alivisatos
 
PRESIDENT
 40.0
.......................16.0 		    X       1,832,579 0 293,208
(58) Andrew Ward
 
VP AND CHIEF INVEST. OFFICER
 40.0
.......................   		    X       2,328,537 0 61,039
(59) Armin Afsahi
 
VP FOR ALUMNI RELATIONS AND DEV.
 40.0
.......................   		    X       0 0 0
(60) Catherine Callow-Wright
 
VP & SECRETARY OF THE UNIVERSITY
 40.0
.......................15.0 		    X       717,029 0 61,614
(61) Christian Mitchell
 
VP CIVIC ENGAGEMENT
 40.0
.......................   		    X       0 0 0
(62) Derek Douglas
 
VP CIVIC ENGAGEMENT
 40.0
.......................4.0 		    X       889,958 0 52,595
(63) James Nondorf
 
VP ENROLL. & STUDENT ADV.
 40.0
.......................   		    X       1,393,901 0 39,212
(64) Joel Hamernick
 
interim VP CIVIC ENGAGEMENT
 40.0
.......................   		    X       211,438 0 36,052
(65) Juan Jose De Pablo
 
VP FOR NATIONAL LABORATORIES
 40.0
.......................5.0 		    X       827,686 0 64,095
(66) Ka Yee Christina Lee
 
PROVOST
 40.0
.......................5.0 		    X       866,502 0 54,997
(67) Katherine Baicker
 
PROVOST
 40.0
.......................4.0 		    X       752,616 0 48,427
(68) Kenneth S Polonsky
 
EXEC. VP MEDICAL AFFAIRS
 40.0
.......................4.0 		    X       2,468,390 0 330,693
(69) Kimberly Taylor
 
VP & GENERAL COUNSEL
 40.0
.......................8.0 		    X       866,050 0 64,464
(70) Laila Rashid
 
VP &A ASSOCIATE DEAN
 40.0
.......................   		    X       724,475 0 24,776
(71) Lori Berko
 
SECRETARY
 40.0
.......................4.0 		    X       529,281 0 39,113
(72) Mark Anderson
 
EXEC. VP MEDICAL AFFAIRS
 40.0
.......................17.0 		    X       669,519 0 32,763
(73) MaryFrances McCourt
 
CHIEF FINANCIAL OFFICER
 40.0
.......................9.0 		    X       1,020,317 0 50,822
(74) Michele Rasmussen
 
DEAN OF STUDENTS
 40.0
.......................   		    X       453,260 0 36,293
(75) Paul Rand
 
VP COMMUNICATIONS
 40.0
.......................   		    X       536,098 0 63,261
(76) Madhav Rajan
 
DEAN BOOTH SCHOOL OF BUSINESS
 40.0
.......................   		      X     1,339,417 0 40,918
(77) DAVID BARCLAY
 
CHIEF OPERATING OFFICER CRSP
  
.......................40.0 		        X   0 2,290,062 34,972
(78) David Strauss
 
PROFESSOR OF LAW
 40.0
.......................   		        X   1,929,152 0 52,171
(79) Luca Vricella
 
PROFESSOR OF SURGERY
 40.0
.......................   		        X   1,746,485 0 59,109
(80) Matthew Stone
 
Managing Director of Public Markets
 40.0
.......................   		        X   1,826,321 0 47,960
(81) Valluvan Jeevanandam
 
CHIEF CARDIAC & THORACIC SURG.
 40.0
.......................   		        X   1,797,900 0 45,368
(82) Brett Padgett
 
INTERIM VP & CHIEF FINANCIAL OFFICER
  
.......................   		          X 414,575 0 48,570
(83) Ivan Samstein
 
VP & CHIEF FINANCIAL OFFICER
  
.......................40.0 		          X 0 1,193,414 211,348
(84) Patrick O'Hara
 
INTERIM CHIEF INVESTMENT OFFICER
 40.0
.......................   		          X 1,355,215 0 53,062
(85) Robert J Zimmer
 
FORMER PRESIDENT
 40.0
.......................   		          X 3,314,058 0 108,881
(86) Sharon Marine
 
VP ALUMNI RELATIONS & DEVL.
 40.0
.......................   		          X 1,306,741 0 33,078
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 32,117,500 3,483,476 2,088,861
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet6,243
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
AMERICAN POWERNET MGMT LP

17350 STATE HWY 249
Houston,TX770641132 		Utilities 24,993,830
CHARTWELLS DINING SERVICES

525 S State St
Chicago,IL60605 		FOOD SERVICES 20,245,494
BULLEY REWS LLC

1755 W Armitage Ave
CHICAGO,IL60622 		Construction 16,201,417
CLARK CONSTRUCTION GROUP

216 S Jefferson St 502
CHICAGO,IL60661 		CONSTRUCTION 13,627,791
FISHER SCIENTIFIC COMPANY LLC

300 Industry Drive
Pittsburgh,PA15275 		Lab equipment 12,474,409
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,168
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 190,070
d Related organizations1d 71,750,000
e Government grants (contributions)1e 1,772,029,169
f All other contributions, gifts, grants, and similar amounts not included above1f 571,813,784
g Noncash contributions included in lines 1a - 1f:$ 1g 129,488,849
h Total. Add lines 1a-1f.......MediumBullet 2,415,783,023
Program Service RevenueAmt Business Code
2a Tuition and Fees 611310 1,184,690,806 1,184,690,806    
b Sales & Services Edu 611310 588,737,760 588,737,760    
c Sales & Services Aux 611710 132,833,775 132,833,775    
d Fees from Govt Agencies 900099 59,919,239 59,919,239    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 1,966,181,580
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 82,636,970   9,023,951 73,613,019
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 13,633,089 1,681,084   11,952,005
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,240,974,000 7a
b Less: cost or other basis and sales expenses 5,135,969 2,117,739,124 7b
c Gain or (loss) -5,135,969 123,234,876 7c
d Net gain or (loss).........MediumBullet 118,098,907     118,098,907
8a Gross income from fundraising events (not including $ 190,070of contributions reported on line 1c). See Part IV, line 18 ....
8a 88,313
b Less: direct expenses ... 8b 237,841
c Net income or (loss) from fundraising events..MediumBullet -149,528   -149,528
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 52,979,029
b Less: cost of goods sold .. 10b 10,221,571
c Net income or (loss) from sales of inventory..MediumBullet 42,757,458 42,757,458    
Business Code Miscellaneous Revenue
11a Conferences and Catering 722320 6,040,601   6,040,601  
b Actuarial Adjustment 900099 3,026,753 3,026,753    
c Press 511130 1,260,577   1,260,577  
d All other revenue .... 10,289,781 10,289,781 0 0
e Total. Add lines 11a–11d ...... MediumBullet 20,617,712
12 Total revenue. See instructions.....MediumBullet 4,659,559,211 2,023,936,656 16,325,129 203,514,403
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 75,445,781 75,445,781
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 574,201,584 574,201,584
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 15,802,524 15,802,524
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 21,131,097   20,874,514 256,583
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 2,178,885,754 1,824,300,837 313,048,813 41,536,104
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 135,127,781 84,352,165 48,057,143 2,718,473
9 Other employee benefits ....... 209,088,253 175,745,276 27,963,262 5,379,715
10 Payroll taxes ........... 124,369,723 78,410,930 43,431,792 2,527,001
11 Fees for services (non-employees):        
a Management ...... 51,186,970 40,971,603 8,777,926 1,437,441
b Legal ......... 13,961,908 193,022 13,768,886  
c Accounting ........... 4,276,696   4,276,696  
d Lobbying ........... 2,310   2,310  
e Professional fundraising services. See Part IV, line 17 237,841 237,841
f Investment management fees ...... 5,536,641 5,536,641    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 406,640,994 341,879,798 64,761,196 0
12 Advertising and promotion .... 7,948,839 7,929,991 18,848  
13 Office expenses ....... 266,244,687 201,652,416 60,155,856 4,436,415
14 Information technology ...... 69,107,320 41,653,866 26,538,608 914,846
15 Royalties .. 11,220,090 11,092,802 127,288  
16 Occupancy ........... 109,860,581 90,035,850 18,344,413 1,480,318
17 Travel ............ 59,022,499 46,762,879 10,922,870 1,336,750
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 57,117,348 45,277,074 10,355,217 1,485,057
20 Interest ........... 159,775,628 159,775,628    
21 Payments to affiliates ....... 7,961,738   7,961,738  
22 Depreciation, depletion, and amortization .. 212,402,209 212,397,681 4,528  
23 Insurance ... 13,369,527 12,258,633 1,100,341 10,553
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Actuarial Adjustments -90,830,856 -90,830,856    
b Support Services 64,907,397 55,656,131 7,561,582 1,689,684
c Equipment Rental & Maintenance 67,046,052 43,274,592 22,811,867 959,593
d Alterations & Repairs 32,872,148 25,344,191 6,855,514 672,443
e All other expenses -34,979,763 -45,900,802 5,492,110 5,428,929
25 Total functional expenses. Add lines 1 through 24e 4,828,941,301 4,033,220,237 723,213,318 72,507,746
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 64,149,714 1 64,481,549
2 Savings and temporary cash investments ......... 153,723,805 2 178,648,120
3 Pledges and grants receivable, net ...... 1,384,938,361 3 1,420,720,260
4 Accounts receivable, net ............. 76,593,098 4 80,559,414
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
1,010,000 5 1,250,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 65,292,840 7 65,648,101
8 Inventories for sale or use ............ 2,869,421 8 4,999,163
9 Prepaid expenses and deferred charges ...... 178,487,192 9 238,293,589
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,295,222,020
b Less: accumulated depreciation 10b 3,123,295,427 3,169,758,689 10c 3,171,926,593
11 Investments—publicly traded securities . 3,118,319,757 11 3,314,778,317
12 Investments—other securities. See Part IV, line 11 ..... 5,974,756,958 12 5,877,054,828
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 218,347,703 15 243,971,742
16 Total assets. Add lines 1 through 15 (must equal line 33)... 14,408,247,538 16 14,662,331,676
Liabilities 17 Accounts payable and accrued expenses ..... 646,404,989 17 600,259,133
18 Grants payable ...   18  
19 Deferred revenue ......... 293,940,311 19 290,018,298
20 Tax-exempt bond liabilities ......... 1,683,120,038 20 1,843,400,993
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 39,825,724 23 37,547,182
24 Unsecured notes and loans payable to unrelated third parties .. 2,595,922,730 24 2,880,435,471
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 550,102,228 25 515,536,465
26 Total liabilities. Add lines 17 through 25.. 5,809,316,020 26 6,167,197,542
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 919,021,718 27 780,531,371
28 Net assets with donor restrictions ........... 7,679,909,800 28 7,714,602,763
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 8,598,931,518 32 8,495,134,134
33 Total liabilities and net assets/fund balances ........ 14,408,247,538 33 14,662,331,676
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,659,559,211
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,828,941,301
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-169,382,090
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
8,598,931,518
5
Net unrealized gains (losses) on investments ...............
5
65,584,706
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
8,495,134,134
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 2,445,344,205 1,727,925,591 1,873,493,993 2,192,372,792 2,415,783,023 10,654,919,604
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 2,445,344,205 1,727,925,591 1,873,493,993 2,192,372,792 2,415,783,023 10,654,919,604
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 3,254,412
6 Public support. Subtract line 5 from line 4. 10,651,665,192
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 2,445,344,205 1,727,925,591 1,873,493,993 2,192,372,792 2,415,783,023 10,654,919,604
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 100,751,306 105,082,442 90,029,528 126,280,620 85,565,024 507,708,920
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 3,369,159 69,630 89,951 466,158 9,023,951 13,018,849
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 47,145,820 48,672,224 48,015,506 59,563,170 56,073,992 259,470,712
11 Total support. Add lines 7 through 10 11,435,118,085
12
12
8,764,462,217
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.15 %
15
15
92.20 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II SCHEDULE A, PART II THE UNIVERSITY OF CHICAGO IS A SCHOOL; HOWEVER IN ORDER TO USE THE SPECIAL USE ON SCHEDULE B FOR A 501(C)(3) ORGANIZATION, IT IS NECESSARY TO COMPLETE SCHEDULE A, PART II TO DEMONSTRATE THAT THE UNIVERSITY MEETS THE 33 1/3% PUBLIC SUPPORT TEST. THEREFORE THE UNIVERSITY IS CLASSIFIED IN PART I LINE 7 AS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENT UNIT OR FROM THE GENERAL PUBLIC.
Schedule A, Part II, Line 10 Other Income DESCRIPTION - SALE OF INVENTORY, COLUMN A - 39333310.0, COLUMN B - 36408650.0, COLUMN C - 38867169.0, COLUMN D - 45504625.0, COLUMN E - 42757458.0, COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - ACTUARIAL ADJUSTMENT, COLUMN A - 2518280.0, COLUMN B - 3367210.0, COLUMN C - 5624268.0, COLUMN D - 9691169.0, COLUMN E - 3026753.0, COLUMN F - 24227680.0; DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 5294230.0, COLUMN B - 8896364.0, COLUMN C - 3524069.0, COLUMN D - 4367376.0, COLUMN E - 10289781.0, COLUMN F - 32371820.0;
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
University of Chicago
  		Employer identification number
36-2177139
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
University of Chicago
  		Employer identification number

36-2177139
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
University of Chicago
  		Employer identification number

36-2177139
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
308,803
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
308,803
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 Lobbying Activities THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY OF CHICAGO IS INVOLVED IN ISSUES THAT AFFECT HIGHER EDUCATION AND RESEARCH.
Schedule C (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 8,472,886,717 9,484,454,182 7,116,270,400 7,161,288,450 6,925,641,100
b Contributions ... 201,510,916 211,589,989 165,642,922 164,534,768 182,817,930
c Net investment earnings, gains, and losses 265,392,209 -804,238,065 2,625,667,859 216,309,392 476,958,234
d Grants or scholarships ... 83,782,462 76,170,946 71,422,158 67,411,795 64,583,071
e Other expenditures for facilities
and programs ... 		377,528,774 319,388,028 331,298,363 337,614,821 342,442,537
f Administrative expenses .... 21,809,134 23,360,415 20,406,478 20,835,594 17,103,206
g End of year balance ...... 8,456,669,472 8,472,886,717 9,484,454,182 7,116,270,400 7,161,288,450
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet28 %
b
Permanent endowment SchDMd Bullet70 %
c
Term endowment SchDMd Bullet2 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   98,000,534 98,000,534
b Buildings ....   5,060,567,528 2,254,633,927 2,805,933,601
c Leasehold improvements        
d Equipment ....   653,322,415 469,799,558 183,522,857
e Other .....   483,331,543 398,861,942 84,469,601
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,171,926,593
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) REAL ESTATE		 960,338,645 F

(B) VENTURE CAPITAL		 4,916,716,183 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 5,877,054,828
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 515,536,465
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,413,412,326
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 65,157,276
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 28,407,357
e Add lines 2a through 2d ..................... 2e 93,564,633
3 Subtract line 2e from line 1.................. 3 3,319,847,693
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 5,536,641
b Other (Describe in Part XIII.) ........... 4b 1,334,174,877
c Add lines 4a and 4b.................... 4c 1,339,711,518
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 4,659,559,211
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 3,601,846,326
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 90,344,795
e Add lines 2a through 2d.................... 2e 90,344,795
3 Subtract line 2e from line 1................... 3 3,511,501,531
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 5,536,641
b Other (Describe in Part XIII.) ............ 4b 1,311,903,129
c Add lines 4a and 4b..................... 4c 1,317,439,770
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 4,828,941,301
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part II, Line 4 PART II, LINE 4 THE UNIVERSITY OF CHICAGO HAS TWO MUSEUMS - THE DAVID AND ALFRED SMART MUSEUM OF ART (SMART MUSEUM) AND the University of Chicago Institute for the Study of Ancient Cultures(ISAC). THE SMART MUSEUM PROMOTES THE UNDERSTANDING OF THE VISUAL ARTS AND THEIR IMPORTANCE TO CULTURAL AND INTELLECTUAL HISTORY THROUGH DIRECT EXPERIENCES WITH ORIGINAL WORKS OF ART AND THROUGH AN INTERDISCIPLINARY APPROACH TO ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS AND PROGRAMS. THE SCOPE OF ITS PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, FOCUS ON RESEARCH AND TEACHING BY THE UNIVERSITY OF CHICAGO SCHOLARS AND OUTREACH AND EDUCATIONAL PROGRAMS TO BOTH ADULTS AND SCHOOL AGE CHILDREN MAKE SMART MUSEUM ONE OF THE MIDWEST'S MOST DYNAMIC AND INNOVATIVE EDUCATIONAL INSTITUTIONS IN THE VISUAL ARTS. THE ISAC MUSEUM IS A WORLD RENOWNED SHOWCASE FOR THE HISTORY, ART AND ARCHAEOLOGY OF THE ANCIENT NEAR EAST. THE COLLECTIONS ARE USED EXTENSIVELY FOR RESEARCH, TEACHING AND EXHIBITIONS. ITS APPROACH TO INTEGRATE ARCHAEOLOGICAL, TEXTUAL AND ART HISTORICAL DATA TO UNDERSTAND THE DEVELOPMENT AND FUNCTIONS OF THE ANCIENT CIVILIZATIONS OF THE NEAR EAST MAKE IT AN EXCEPTIONAL RESOURCE FOR THE UNIVERSITY COMMUNITY AS WELL AS THE COMMUNITY AT LARGE.
Schedule D, Part V, Line 4 Intended uses of endowment funds 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.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY OF CHICAGO IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL INCOME TAXES. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2023 AND 2022 AND THERE ARE NO UNCERTAIN TAX POSITIONS CONSIDERED TO BE MATERIAL.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 COST OF DISPOSED EQUIPMENT - 5135969 COST OF GOODS SOLD - 10221572 RELATED ORGANIZATIONS - 13049816
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements DISREGARDED ENTITIES - 1334174877
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 DISPOSAL OF EQUIPMENT - 5135969 COST OF GOODS SOLD - 10221572 RELATED ORGANIZATIONS - 74987254
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements DISREGARDED ENTITIES - 1311903129
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE E(Form 990)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2022Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or through
newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no
solicitation program, in a way that makes the policy known to all parts of the general community it serves? If "Yes," please
describe. If "No," please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2022)
Schedule E (Form 990) (2022)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM ACROSS THE NATION AND AROUND THE WORLD, FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY, AS EMBODIED IN THE UNIVERSITY'S POLICY ON UNLAWFUL DISCRIMINATION AND HARASSMENT, AND INCLUDES A STATEMENT OF ITS NONDISCRIMINATORY POLICY ON ITS BROCHURES, CATALOGS AND APPLICATION MATERIALS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY OF CHICAGO RECEIVES FUNDING FROM VARIOUS GOVERNMENTAL AGENCIES FOR STUDENT FINANCIAL AID.
Schedule E (Form 990) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Europe (Including Iceland and Greenland) 2 41 Program Services INSTRUCTION 24,073,100
Sub-Saharan Africa 0 0 Program Services INSTRUCTION 98,862
East Asia and the Pacific 2 26 Program Services INSTRUCTION 21,144,887
North America (Canada & Mexico only) 0 0 Program Services INSTRUCTION 168,808
Middle East and North Africa 0 2 Program Services INSTRUCTION 338,305
Europe (Including Iceland and Greenland) 0 24 Program Services RESEARCH 1,008,645
Russia and Neighboring States 0 4 Program Services RESEARCH 200,500
East Asia and the Pacific 2 12 Program Services RESEARCH 845,096
South Asia 2 77 Program Services RESEARCH 2,582,308
Middle East and North Africa 0 16 Program Services RESEARCH 1,043,645
South America 0 0 Program Services RESEARCH 483,496
Antarctica 0 6 Program Services RESEARCH 557,907
Europe (Including Iceland and Greenland) 0 0 Program Services SUBAWARDS 1,718,059
Russia and Neighboring States 0 0 Program Services SUBAWARDS 210,784
Sub-Saharan Africa 0 0 Program Services SUBAWARDS 664,359
East Asia and the Pacific 0 0 Program Services SUBAWARDS 1,428,872
South Asia 0 0 Program Services SUBAWARDS 288,413
North America (Canada & Mexico only) 0 0 Program Services SUBAWARDS 203,009
South America 0 0 Program Services SUBAWARDS 95,046
Europe (Including Iceland and Greenland) 0 0 Fundraising   213,066
Sub-Saharan Africa 0 0 Fundraising   16,414
East Asia and the Pacific 0 0 Fundraising   60,132
Europe (Including Iceland and Greenland) 0 0 Program Services Scholarship & Stipends 4,180,338
Russia and Neighboring States 0 0 Program Services Scholarship & Stipends 198,564
Sub-Saharan Africa 0 0 Program Services Scholarship & Stipends 566,974
East Asia and the Pacific 0 0 Program Services Scholarship & Stipends 3,594,437
South Asia 0 0 Program Services Scholarship & Stipends 584,447
North America (Canada & Mexico only) 0 0 Program Services Scholarship & Stipends 901,719
Middle East and North Africa 0 0 Program Services Scholarship & Stipends 476,915
South America 0 0 Program Services Scholarship & Stipends 670,588
Central America and the Caribbean 0 0 Program Services Scholarship & Stipends 20,000
Europe (Including Iceland and Greenland) 0 0 Investments   811,557,651
Sub-Saharan Africa 0 0 Investments   221,432,854
East Asia and the Pacific 0 0 Investments   12,901,703
North America (Canada & Mexico only) 0 0 Investments   44,241,866
Central America and the Caribbean 0 0 Investments   3,893,155,777
3a Sub-total .... 8 208 56,567,633
b Total from continuation sheets to Part I ... 0 0 4,995,359,913
c Totals (add lines 3a and 3b) 8 208 5,051,927,546
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) Subaward 25 Wire      
Europe (Including Iceland and Greenland) Subaward 300,000 Wire      
Europe (Including Iceland and Greenland) Subaward 5,000 Wire      
Sub-Saharan Africa Subaward 27,600 Wire      
Sub-Saharan Africa Subaward 180,000 Wire      
Europe (Including Iceland and Greenland) Subaward 198,714 Wire      
South Asia Subaward 44,331 Wire      
South Asia Subaward 39,953 Wire      
Europe (Including Iceland and Greenland) Subaward 34,822 Wire      
South Asia Subaward 10,000 Wire      
South Asia Subaward 134,475 Wire      
Sub-Saharan Africa Subaward 35,502 Wire      
Europe (Including Iceland and Greenland) Subaward 7,063 Wire      
North America (Canada & Mexico only) Subaward 64,234 Wire      
Europe (Including Iceland and Greenland) Subaward 20,588 Wire      
Russia and Neighboring States Subaward 98,874 Wire      
Sub-Saharan Africa Subaward 55,469 Wire      
Europe (Including Iceland and Greenland) Subaward 913,043 Wire      
South America Subaward 18,115 Wire      
Sub-Saharan Africa Subaward 37,756 Wire      
East Asia and the Pacific Subaward 205,411 Wire      
Russia and Neighboring States Subaward 111,910 Wire      
Sub-Saharan Africa Subaward 158,276 Wire      
East Asia and the Pacific Subaward 7,557 Wire      
North America (Canada & Mexico only) Subaward 9,243 Wire      
East Asia and the Pacific Subaward 880,233 Wire      
South America Subaward 76,931 Wire      
Europe (Including Iceland and Greenland) Subaward 48,695 Wire      
Europe (Including Iceland and Greenland) Subaward 51,491 Wire      
North America (Canada & Mexico only) Subaward 5,200 Wire      
Europe (Including Iceland and Greenland) Subaward 49,905 Wire      
North America (Canada & Mexico only) Subaward 124,332 Wire      
South Asia Subaward 25,230 Wire      
South Asia Subaward 34,424 Wire      
Sub-Saharan Africa Subaward 17,751 Wire      
Sub-Saharan Africa Subaward 100,938 Wire      
Europe (Including Iceland and Greenland) Subaward 64,329 Wire      
East Asia and the Pacific Subaward 331,237 Wire      
East Asia and the Pacific Subaward 4,435 Wire      
Europe (Including Iceland and Greenland) Subaward 24,384 Wire      
Sub-Saharan Africa Subaward 51,066 Wire      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
41
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Student Aid East Asia and the Pacific 126 2,869,261 Check or Wire      
Student Aid Europe (Including Iceland and Greenland) 88 3,640,806 Check or Wire      
Student Aid Middle East and North Africa 16 410,480 Check or Wire      
Student Aid North America (Canada & Mexico only) 19 793,469 Check or Wire      
Student Aid Russia and Neighboring States 8 188,564 Check or Wire      
Student Aid South America 11 610,063 Check or Wire      
Student Aid South Asia 20 515,035 Check or Wire      
Student Aid Sub-Saharan Africa 12 434,586 Check or Wire      
Summer Grants Central America and the Caribbean 4 20,000 Check or Wire      
Summer Grants East Asia and the Pacific 242 725,176 Check or Wire      
Summer Grants Europe (Including Iceland and Greenland) 174 539,532 Check or Wire      
Summer Grants Middle East and North Africa 15 66,435 Check or Wire      
Summer Grants North America (Canada & Mexico only) 29 108,250 Check or Wire      
Summer Grants Russia and Neighboring States 2 10,000 Check or Wire      
Summer Grants South America 15 60,525 Check or Wire      
Summer Grants South Asia 25 69,412 Check or Wire      
Summer Grants Sub-Saharan Africa 41 132,388 Check or Wire      
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements ANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Wilson Bennett Technology Inc
2239 Bill Foster Memorial Hwy Suite
E
Cabot, AR72023 		TELEMARKETING   No 546,030 482,242 63,788
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 546,030 482,242 63,788
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA, CO, CT, FL, GA, AL, HI, IL, KS, KY, LA, ME, AK, MD, MN, MS, MO, NJ, NM, ND, OH, OR, PA, RI, TN, UT, VA, AR, WA, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Dewey Dance 2023
(event type) 		(b) Event #2

Court Gala
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
122,920
155,463
 
278,383

2
Less: Contributions . . . .
111,885
78,185
 
190,070
3 Gross income (line 1 minus
line 2) . . . . . .
11,035
77,278
0
88,313



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 10,000     10,000
6 Rent/facility costs . . . . 57,055 21,375   78,430
7 Food and beverages . . . 28,212 51,880   80,092
8 Entertainment . . . . 7,013 1,200   8,213
9 Other direct expenses . . . 14,223 46,883   61,106
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 237,841
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -149,528
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses WILSON BENNETT TECHNOLOGY INC.-MONTHLY INSTALLMENTS $482,242 NO INDIVIDUAL BILLING FOR WHITELISTING OR SHIPPING.;
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number
36-2177139
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Access Community Health Network
1501 S California Avenue
Chicago,IL60608 		36-3317058 501 (C) (3) 268,686       Subaward
(2) Adventist Health System
601 East Rollins Street Box 37
Orlando,FL328031248 		59-0724459 501 (C) (3) 14,598       Subaward
(3) Advocate Health and Hospitals Corporation
3075 Highland Parkway Suite 600
Downers Grove,IL60515 		36-2169147 501 (C) (3) 473,177       Subaward
(4) AIDS Action Coalition of Huntsville
600 Saint Clair Ave SW Ste 3
Huntsville,AL358015057 		57-0889447 501 (C) (3) 80,544       Subaward
(5) Albany Medical College
47 New Scotland Avenue MC-136
Albany,NY12208 		14-1338310 501 (C) (3) 104,446       Subaward
(6) Alliance of Chicago Community Health Services L3C
215 W Ohio Street 4th Floor
Chicago,IL60654 		36-4444309   232,600       Subaward
(7) American Association of Physicists in Medicine
1631 Prince Street
Alexandria,VA22314 		23-7057224 501 (C) (3) 51,880       Subaward
(8) American College of Radiology
1891 Preston White Drive
Reston,VA201914326 		36-2261602 501 (C) (3) 5,208,635       Subaward
(9) Arizona State University
PO Box 2260
Tempe,AZ852802260 		86-6051042 501 (C) (3) 160,979       Subaward
(10) Associated Universities Inc
1400 16th Street NW Suite 730
Washington,DC200362252 		11-1630900 501 (C) (3) 22,007       Subaward
(11) Austin Peay State University
601 College Street Box 4517
Clarksville,TN37044 		62-0646576 501 (C) (3) 15,787       Subaward
(12) Baylor College of Medicine
One Baylor Plaza BCM 200
Houston,TX770303498 		74-1613878 501 (C) (3) 91,301       Subaward
(13) Baystate Medical Center Inc
759 Chestnut Street
Springfield,MA01199 		04-2790311 501 (C) (3) 15,554       Subaward
(14) Birmingham AIDS Outreach Inc
205 32nd Street S
Birmingham,AL35233 		63-0948495 501 (C) (3) 63,248       Subaward
(15) Black Belt African American Genealogical & Historical Society
PO Box 971
Selma,AL36702 		501 (C) (3) 20,000       Subaward
(16) Board of Education of the City of Chicago
42 West Madison Street
Chicago,IL606024309 		36-6005821 Govt 28,592       Subaward
(17) Boston College
140 Commonwealth Avenue
Chestnut Hill,MA02467 		04-2103545 501 (C) (3) 14,619       Subaward
(18) Boston University
595 Commonwealth Avenue Suite 700
Boston,MA02215 		04-2103547 501 (C) (3) 17,573       Subaward
(19) Brigham and Women's Hospital
101 Huntington Street Suite 305
Boston,MA02199 		04-2312909 501 (C) (3) 145,124       Subaward
(20) Brightstar Community Outreach Inc
4518 S Cottage Grove Avenue
Chicago,IL606534395 		26-2007088 501 (C) (3) 80,279       Subaward
(21) Brown University
121 South Main Street
Providence,RI02903 		05-0258809 501 (C) (3) 27,247       Subaward
(22) California Institute of Technology
1200 E California Boulevard
Pasadena,CA911250001 		95-1643307 501 (C) (3) 302,633       Subaward
(23) California State University Fullerton
800 N State College Blvd
Fullerton,CA928313547 		95-6006691 Govt 68,852       Subaward
(24) Carnegie Mellon University
5000 Forbes Avenue WQED Building
Pittsburgh,PA152133890 		25-0969449 501 (C) (3) 154,322       Subaward
(25) Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH441067037 		34-1018992 501 (C) (3) 191,906       Subaward
(26) Center for Computational Science Research Inc dba Open Commons Consortium
20 W Kinzie Street Floor 17
Chicago,IL60654 		26-1866627 501 (C) (3) 179,076       Subaward
(27) Center for Health Care Strategies Inc
200 American Metro Blvd Suite 119
Hamilton,NJ086192311 		22-3375015 501 (C) (3) 282,067       Subaward
(28) Chicago Department of Public Health
333 S State Street Room 200
Chicago,IL60604 		36-6005820 Govt 27,090       Subaward
(29) Chicago Hyde Park Village
5500 S Woodlawn Avenue
Chicago,IL606371621 		90-0798416 501 (C) (3) 41,071       Subaward
(30) Chicago State University
9501 S King Drive
Chicago,IL60628 		36-2580815 Govt 92,346       Subaward
(31) Children's Hospital Boston
300 Longwood Avenue
Boston,MA02115 		04-2774441 501 (C) (3) 15,949       Subaward
(32) Children's Hospital Los Angeles
4650 Sunset Boulevard
Los Angeles,CA900276062 		95-1690977 501 (C) (3) 10,000       Subaward
(33) Children's Hospital Medical Center (Cincinnati)
3333 Burnett Avenue
Cincinnati,OH46202 		31-0833936 501 (C) (3) 246,605       Subaward
(34) Children's Hospital of Orange County
1201 W La Veta Avenue
Orange,CA928684203 		95-2321786 501 (C) (3) 15,401       Subaward
(35) Children's National Research Institute
111 Michigan Avenue NW
Washington,DC20010 		52-1640403 501 (C) (3) 12,681       Subaward
(36) Cincinnati Children's Hospital Medical Center
3333 Burnet Avenue ML 7030
Cincinnati,OH452293039 		31-0833936 501 (C) (3) 25,922       Subaward
(37) City of Hope
1500 E Duarte Rd
Duarte,CA91010 		95-3435919 501 (C) (3) 47,034       Subaward
(38) City University of New York
160 Convent Avenue
New York,NY10031 		13-3860474 Govt 107,588       Subaward
(39) Colorado State University
1872 Campus Delivery
Fort Collins,CO805236003 		23-7098397 Govt 249,408       Subaward
(40) Columbia University
615 W 135th Street
New York,NY10027 		13-5598093 501 (C) (3) 333,098       Subaward
(41) Cornell University
395 Pine Tree Road Suite 302
Ithaca,NY14850 		15-0532082 501 (C) (3) 743,948       Subaward
(42) Dana Farber Cancer Institute
44 Binney Street MS OS-385
Boston,MA02115 		04-2263040 501 (C) (3) 32,059       Subaward
(43) Dartmouth College
11 Rope Ferry Road
Hanover,NH03755 		02-0222111 501 (C) (3) 62,196       Subaward
(44) Data 2 Insight LLC
505 Broadway E 394
Seattle,WA98102 		27-4213809   31,455       Subaward
(45) De Paul University
1 East Jackson Boulevard
Chicago,IL60604 		36-2167048 501 (C) (3) 108,238       Subaward
(46) Duke University
2200 West Main Street Suite 300
Durham,NC27705 		56-0532129 501 (C) (3) 169,609       Subaward
(47) East Tennessee State University
PO Box 70601
Johnson City,TN376141708 		23-7092731 Govt 41,165       Subaward
(48) Education Development Center Inc
43 Foundry Avenue
Waltham,MA02453 		04-2241718 501 (C) (3) 11,025       Subaward
(49) Embry-Riddle Aeronautical University
1 Aerospace Blvd
Daytona Beach,FL321143910 		59-0936101 501 (C) (3) 32,549       Subaward
(50) Emory University
1599 Clifton Road 3rd Floor
Atlanta,GA30322 		58-0566256 501 (C) (3) 291,277       Subaward
(51) Fellowship for Interpretation of Genomes
15 W 155 81st Street
Burr Ridge,IL60527 		14-1883085 501 (C) (3) 755,369       Subaward
(52) Field Museum of Natural History
14 S Lake Shore Drive
Chicago,IL606052459 		36-2167011 501 (C) (3) 43,719       Subaward
(53) Florida International University
11200 SW 8th Street
Miami,FL33199 		23-7047106 501 (C) (3) 33,037       Subaward
(54) Fox Chase Cancer Center
333 Cottman Avenue
Philadelphia,PA19111 		23-6296135 501 (C) (3) 26,453       Subaward
(55) Fraunhofer USA Inc
5825 University Research Court
Suite 1300
College Park,MD20740 		38-3203030 501 (C) (3) 102,942       Subaward
(56) Fred Hutchinson Cancer Research Center
1100 Fairview Avenue N PO Box 19
Seattle,WA981091024 		23-7156071 501 (C) (3) 91,981       Subaward
(57) George Mason University
4400 University Drive
University Hall
Fairfax,VA220304444 		54-1603842 Govt 78,453       Subaward
(58) Georgia Tech Research Corporation
926 Dalney Street NW
Atlanta,GA303320420 		58-0603146 Govt 55,230       Subaward
(59) H Lee Moffitt Cancer Center and Research Institute Hospital
12902 Magnolia Drive
Tampa,FL336129497 		59-3238636 501 (C) (3) 71,887       Subaward
(60) Harvard University
667 Huntington Avenue
Boston,MA02115 		04-2103580 501 (C) (3) 767,509       Subaward
(61) Health Research Inc- Roswell Park Cancer Institute
Riverview Center 150 Broadway
Menands,NY12204 		14-1402155 501 (C) (3) 3,646,755       Subaward
(62) Heartland Health Centers
3048 N Wilton Avenue
Chicago,IL60657 		36-3843377 501 (C) (3) 1,561,613       Subaward
(63) Henry Ford Health System
1 Ford Place
Detroit,MI48202 		38-1357020 501 (C) (3) 100,980       Subaward
(64) Howard Brown Health Center
4025 North Sheridan Road
Chicago,IL606132010 		36-2894128 501 (C) (3) 22,531       Subaward
(65) Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1049
New York,NY10029 		13-6171197 501 (C) (3) 19,105       Subaward
(66) Illinois Action for Children
4753 North Broadway Suite 1200
Chicago,IL60640 		36-2712912 501 (C) (3) 59,630       Subaward
(67) Illinois Criminal Justice Information Authority
300 W Adams Street Suite 200
Chicago,IL60606 		36-3956180 Govt 12,063       Subaward
(68) Illinois Institute of Technology
3300 S Federal Street
Main Bldg RM 308
Chicago,IL606163793 		36-2170136 501 (C) (3) 321,138       Subaward
(69) Indiana University
Poplars 426 400 E 7th St
Bloomington,IN47405 		35-6001673 Govt 1,291,180       Subaward
(70) Innovations for Poverty Action
655 15th Street NW Suite 800
Washington,DC200055705 		06-1660068 501 (C) (3) 181,847       Subaward
(71) Inova Health Care Services
8110 Gatehouse Rd Ste 400w
Falls Church,VA22042 		54-0620889 501 (C) (3) 141,692       Subaward
(72) Institute for Medicaid Innovation
1575 Eye St NW Ste 300
Washington,DC20005 		31-1661234 501 (C) (3) 299,580       Subaward
(73) Isles Inc
10 Wood Street
Trenton,NJ086184705 		22-2350832 501 (C) (3) 7,507       Subaward
(74) J Craig Venter Institute Inc
4120 Capricorn Lane
La Jolla,CA920373498 		52-1842938 501 (C) (3) 2,748,460       Subaward
(75) John Snow Inc
44 Farnsworth Street
Boston,MA022101211 		04-2578580   82,000       Subaward
(76) Johns Hopkins University
1101 E 33rd Street
Baltimore,MD21218 		52-0595110 501 (C) (3) 1,218,968       Subaward
(77) Joslin Diabetes Center
One Joslin Place
Boston,MA022155306 		04-2203836 501 (C) (3) 306,073       Subaward
(78) Kaiser Foundation Research Institute
1800 Harrison Street 16th Floor
Oakland,CA946123433 		94-1105628 501 (C) (3) 147,500       Subaward
(79) Latino Policy Forum
180 N Michigan Avenue Suite 1250
Chicago,IL60609 		36-3676873 501 (C) (3) 67,500       Subaward
(80) Loyola University
820 N Michigan Avenue
Chicago,IL60611 		36-1408475 501 (C) (3) 745,805       Subaward
(81) Lurie Children's Hospital dba Children's Memorial Hospital
2300 Childrens Plaza Box 268
Chicago,IL60614 		36-2170833 501 (C) (3) 85,600       Subaward
(82) Marine Biology Laboratory
Homestead 311 7 MBL Street
Woods Hole,MA025431015 		13-6045011 501 (C) (3) 69,225       Subaward
(83) Marquette University
915 W Wisconsin Avenue
Milwaukee,WI532332310 		39-0806251 501(c)(3) 5,780       Subaward
(84) Massachusetts General Hospital
55 Fruit Street
Boston,MA021142696 		04-2697983 501 (C) (3) 195,405       Subaward
(85) Massachusetts Institute of Technology
Suite NE49-4161
Cambridge,MA02139 		04-2103594 501 (C) (3) 391,018       Subaward
(86) Math Talk PBC
99 Bishop Allen Drive
Cambridge,MA02139 		82-4434773   18,785       Subaward
(87) Mayo Clinic
200 First Street SW
Rochester,MN55905 		41-6011702 501 (C) (3) 137,099       Subaward
(88) Mayo Clinic Arizona
13400 East Shea Boulevard
Scottsdale,AZ852595499 		86-0800150 501 (C) (3) 184,405       Subaward
(89) MDRC
200 Vesey Street Floor 23
New York,NY102812103 		23-7379473 501 (C) (3) 2,085,113       Subaward
(90) Medical College of Wisconsin
8701 Watertown Plank Road
Milwaukee,WI532260509 		39-0806261 501 (C) (3) 112,900       Subaward
(91) Michigan State University
301 Administration Bldg
East Lansing,MI48917 		38-6005984 Govt 368,533       Subaward
(92) Midwest Clinicians' Network Inc
321 W Lake Lansing Road
East Lansing,MI48823 		38-3189461 501 (C) (3) 43,053       Subaward
(93) Morgride Institute for Research
330 North Orchard Street
Madison,WI53715 		20-8325570 501 (C) (3) 55,150       Subaward
(94) Neimand Collaborative
1025 Vermont Avenue NW Suite 830
Washington,DC20005 		52-1806524   28,333       Subaward
(95) New York Medical College
Basic Science Building 15 Dana Roa
Valhalla,NY105951554 		13-1099420 501 (C) (3) 227,083       Subaward
(96) New York University
726 Broadway
New York,NY10003 		13-5562308 501 (C) (3) 1,230,189       Subaward
(97) North Carolina State University
NCSU Box 7207
Raleigh,NC27698 		56-6049503 501 (C) (3) 151,243       Subaward
(98) Northeastern Illinois University
5500 North St Louis Avenue
Chicago,IL60625 		36-6009515 Govt 53,530       Subaward
(99) Northshore University Health System
2650 Ridge Avenue - G221
Evanston,IL60201 		36-2167060 501 (C) (3) 672,792       Subaward
(100) Northwestern University
633 Clark Street Suite G-547
Evanston,IL602081112 		36-2167817 501 (C) (3) 2,620,529       Subaward
(101) Oak Street Health MSO LLC
30 W Monroe Street Suite 1200
Chicago,IL60603 		84-3446686 501 (C) (3) 24,900       Subaward
(102) Oakland University
John Dodge House 507 Golf View Lane
Rochester,MI48309 		38-6078765 501 (C) (3) 145,342       Subaward
(103) Ohio State University
901 Woody Hayes Drive
Columbus,OH432104016 		31-6025986 Govt 755,000       Subaward
(104) Oregon Health & Science University
3181 SW Sam Jackson Park Road
Portland,OR972393098 		93-1176109 Govt 462,364       Subaward
(105) Pacific Northwest National LaboratoryBattelle Memorial Institute
902 Battelle Boulevard
Richland,WA99352 		31-4379427 Govt 602,103       Subaward
(106) Penn State University
513 Joab L Thomas Bldg
University Park,PA16802 		24-6000376 Govt 542,175       Subaward
(107) Precision Development
1150 Walnut Street 2nd Floor
Newton,MA02461 		81-0779400 501 (C) (3) 43,885       Subaward
(108) Princeton University
5 New South Building PO Box 5292
Princeton,NJ085445292 		21-0634501 501 (C) (3) 300,756       Subaward
(109) Purdue University
302 Wood Street
West Lafayette,IN479072040 		35-6002041 Govt 68,803       Subaward
(110) Radiological Society of North America
820 Jorie Blvd
Oak Brook,IL60523 		15-0539115 501 (C) (3) 1,184,978       Subaward
(111) RAND Corporation
4570 Fifth Avenue Suite 600
Pittsburgh,PA152132665 		95-1958142 501 (C) (3) 150,452       Subaward
(112) Rehabilitation Institute of Chicago dba Shirley Ryan Abilitylab
355 E Erie Street
Chicago,IL60611 		36-2256036 501 (C) (3) 768,057       Subaward
(113) Research Foundation for SUNY
402 Crofts Hall
Buffalo,NY142607016 		14-1368361 501 (C) (3) 6,028       Subaward
(114) Research to End Healthcare Disparities Corp
150 Ocean Park Blvd 418
Santa Monica,CA90405 		83-1115325 501 (C) (3) 118,703       Subaward
(115) Research Triangle Institute
3040 E Cornwallis Road
RTP,NC27709 		56-0686338 501 (C) (3) 69,120       Subaward
(116) Rice University
6100 Main Street
Houston,TX77005 		74-1109620 501 (C) (3) 169,484       Subaward
(117) Rush University Medical Center
1700 West Van Buren Street Room No
Chicago,IL60612 		36-2174823 501 (C) (3) 3,372,989       Subaward
(118) Rutgers University
125 Paterson Street
New Brunswick,NJ089011962 		22-6001086 Govt 198,207       Subaward
(119) San Jose State University Research Foundation
One Washington Square
San Jose,CA951920124 		94-6017638 501 (C) (3) 6,486       Subaward
(120) Sanford Medical Center Fargo
720 N 4th Street
Fargo,ND581224520 		45-3791176 501 (C) (3) 20,992       Subaward
(121) Seattle Children's Hospital Research Institute
1900 Ninth Avenue JMB-10
Seattle,WA981011309 		91-0564748 501 (C) (3) 458,506       Subaward
(122) Seattle Children's Research Institute
1900 Ninth Avenue MS C95-5
Seattle,WA98101 		91-0564748 501 (C) (3) 15,861       Subaward
(123) Sinai Health System
1500 S California Avenue
Chicago,IL606081797 		36-3166895 501 (C) (3) 25,958       Subaward
(124) Sloan-Kettering Institute for Cancer Research
1275 York Avenue
New York,NY10065 		13-1624182 501 (C) (3) 119,451       Subaward
(125) SomaLogic Inc
2945 Wilderness Place
Boulder,CO803012255 		52-2195896   24,055       Subaward
(126) Southern Illinois University
801 N Rutledge Street PO Box 19616
Springfield,IL627949616 		37-6005961 501 (C) (3) 318,924       Subaward
(127) St Jude Children's Research Hospital
262 Danny Thomas Place
Memphis,TN381053678 		62-0646012 501 (C) (3) 714,864       Subaward
(128) Stanford Research Institute
333 Ravenswood Avenue
Menlo Park,CA940253493 		94-1160950 501 (C) (3) 197,233       Subaward
(129) Stanford University
340 Panama Street
Stanford,CA94305 		94-1156365 501 (C) (3) 637,078       Subaward
(130) Tactical Computing Laboratories LLC
55 County Rd 462
Muenster,TX76252 		81-3588973   330,175       Subaward
(131) Texas A&M University
401 George Bush Drive
College Station,TX77840 		74-2245072 501 (C) (3) 59,628       Subaward
(132) The Broad Institute Inc
415 Main Street
Cambridge,MA02142 		26-3428781 501 (C) (3) 357,528       Subaward
(133) The Community Action Place Inc
1400 N Wood Road Ste 7
Murphysboro,IL629666290 		47-5193214 501 (C) (3) 61,620       Subaward
(134) The Justice Collective
2348 Dashwood Ave
Oakland,CA94605 		  189,114       Subaward
(135) The Mind Research Network
1101 Yale Boulevard NE
Albuquerque,NM871064188 		85-0457562 501 (C) (3) 354,508       Subaward
(136) The Society of Hospital Medicine
1500 Spring Gardent St Suite 501
Philadelphia,PA19130 		23-3057353 501 (C) (3) 105,616       Subaward
(137) The Thresholds
4101 N Ravenswood Avenue
Chicago,IL606132193 		36-2518901 501 (C) (3) 18,155       Subaward
(138) Thomas Jefferson University
1020 Walnut St 5 th Fl
Philadelphia,PA19107 		23-1352651 501 (C) (3) 30,370       Subaward
(139) Tides Center
PO Box 889385
Los Angeles,CA900889385 		94-3213100 501 (C) (3) 15,000       Subaward
(140) Toyota Technological Institute of Chicago
6045 S Kenwood Avenue
Chicago,IL606372803 		36-4479457 501 (C) (3) 13,552       Subaward
(141) University of Alabama
1530 3rd Avenue S AB 1170
Birmingham,AL35294 		63-6005996 501 (C) (3) 193,324       Subaward
(142) University of Arizona
888 N Euclid Room 510
Tucson,AZ85722 		74-2652689 Govt 182,481       Subaward
(143) University of California-Berkeley
2150 Shattuck Avenue Suite 300
Berkeley,CA947045940 		94-6002123 Govt 231,404       Subaward
(144) University of California-Davis
One Shields Avenue
Davis,CA956168677 		94-6036494 Govt 476,216       Subaward
(145) University of California-Irvine
4255 Campus Drive
Irvine,CA90024 		95-2226406 Govt 612,189       Subaward
(146) University of California-Los Angeles
10920 Wilshire Boulevard Suite 120
Los Angeles,CA900241406 		95-6006143 Govt 122,107       Subaward
(147) University of California-San Diego
9500 Gilman Drive - Rm 3041
La Jolla,CA920930660 		95-6006144 Govt 418,502       Subaward
(148) University of California-San Francisco
3333 California Street Suite 315
San Francisco,CA94118 		94-6036493 Govt 145,477       Subaward
(149) University of California-Santa Cruz
1156 High Street
Santa Cruz,CA950641077 		94-1539563 Govt 394,884       Subaward
(150) University of Cincinnati
51 Goodman Drive Suite 530
Cincinnati,OH452210222 		31-6000989 Govt 399,966       Subaward
(151) University of Colorado Denver
1800 Grant Street Suite 600
Denver,CO80203 		85-6000555 501 (C) (3) 85,914       Subaward
(152) University of Colorado-Boulder
3100 Marine Street Room 479 572 UC
Boulder,CO803031058 		84-0644739 Govt 54,326       Subaward
(153) University of Connecticut
438 Whitney Road Ext Unit 1133
Storrs,CT06269 		06-0772160 Govt 71,075       Subaward
(154) University of Delaware
83 E Main Street 3rd Floor
Newark,DE19716 		51-6000297 501 (C) (3) 435,531       Subaward
(155) University of Florida
219 Grinter Hall PO Box 1003628
Gainesville,FL32611 		59-0974739 Govt 239,843       Subaward
(156) University of Georgia Research Foundation Inc
310 East Campus Road
Tucker Hall 409
Athens,GA306021589 		58-1353149 501 (C) (3) 58,636       Subaward
(157) University of Hawaii
2440 Campus Road Box 268
Honolulu,HI968222234 		99-0085260 Govt 230,110       Subaward
(158) University of Illinois-ChampaignUrbana
1901 S First St Suite A MC-685
Champaign,IL618206242 		37-6000511 Govt 651,985       Subaward
(159) University of Illinois-Chicago
809 South Marshfield Avenue
Chicago,IL606127205 		37-6000511 Govt 4,289,376       Subaward
(160) University of Iowa
201 Gilmore Hall
Iowa City,IA52242 		42-6004813 Govt 226,313       Subaward
(161) University of Kansas Center for Research
2385 Irving Hill Road
Lawrence,KS66045 		48-0680117 501 (C) (3) 69,571       Subaward
(162) University of Kentucky
109 Kinkead Hall
Lexington,KY40506 		61-6001218 Govt 45,211       Subaward
(163) University of Maryland
3300 Metzerott Road
Adelphi,MD20783 		52-6002033 Govt 769,047       Subaward
(164) University of Maryland Baltimore
670 W Baltimore Street
Baltimore,MD21201 		52-6002036 Govt 156,831       Subaward
(165) University of Massachusetts Medical School
333 South St Ste 290
Shrewsbury,MA01545 		04-3108190 501 (C) (3) 90,177       Subaward
(166) University of Michigan
3003 S State Street
3089 Wolverine Tower
Ann Arbor,MI481091287 		38-6006309 Govt 1,281,046       Subaward
(167) University of Minnesota
200 Oak Street SE
Minneapolis,MN55455 		41-6007513 Govt 432,657       Subaward
(168) University of Mississippi Medical Center
2500 North State St
Office of Development
Jackson,MS39216 		64-6008520 501 (C) (3) 230,246       Subaward
(169) University of New Mexico
1 University of New Mexico
Albuquerque,NM87131 		85-6000642 501 (C) (3) 30,715       Subaward
(170) University of North Carolina
104 Airport Drive CB1350
Chapel Hill,NC275991350 		56-6001393 Govt 136,966       Subaward
(171) University of Notre Dame
402 Grace Hall
Notre Dame,IN46556 		35-0868188 501 (C) (3) 216,297       Subaward
(172) University of Oklahoma Health Sciences Center
201 Stephenson Pkwy Ste 3100
Norman,OK730199705 		73-6017987 501 (C) (3) 149,073       Subaward
(173) University of Oregon
5219 University of Oregon
Eugene,OR974035219 		93-6015767 Govt 142,130       Subaward
(174) University of Pennsylvania
3451 Walnut Street
P-221 Franklin Bldg
Philadelphia,PA191046205 		23-1352685 501 (C) (3) 1,278,360       Subaward
(175) University of Pittsburgh
3100 Cathedral of Learning
Pittsburgh,PA15260 		25-0965591 501 (C) (3) 5,329,990       Subaward
(176) University of Rochester
107 Harkness Hall
Rochester,NY14627 		16-0743209 501 (C) (3) 76,288       Subaward
(177) University of San Francisco
2130 Fulton Street
San Francisco,CA94117 		94-1156628 501 (C) (3) 22,474       Subaward
(178) University of South Carolina
1600 Hampton Street Suite 613
Columbia,SC29208 		57-6001153 Govt 70,784       Subaward
(179) University of Southern California
University Park Campus - STO 330
Los Angeles,CA900891147 		95-1642394 501 (C) (3) 497,133       Subaward
(180) University of Texas HSC at Houston
7000 Fannin UCT Suite 2514
Houston,TX770305401 		74-1761309 Govt 214,719       Subaward
(181) University of Utah
201 Presidents Circle
Salt Lake City,UT84112 		87-6000525 Govt 270,299       Subaward
(182) University of Virginia
PO Box 400202
Charlottesville,VA22904 		54-6001796 Govt 1,638,196       Subaward
(183) University of Washington
4333 Brooklyn Ave NE Box 359472
Seattle,WA981959472 		91-6001537 501 (C) (3) 986,581       Subaward
(184) University of Wisconsin-Madison
21 North Park Street - Suite 6401
Madison,WI537151218 		39-6006492 Govt 1,008,198       Subaward
(185) UT Southwestern Medical Center
5323 Harry Hines Blvd
Dallas,TX753909020 		75-2556007 501 (C) (3) 600,659       Subaward
(186) Vanderbilt University
3319 West End Avenue Suite 800
Nashville,TN372036876 		62-0476822 501 (C) (3) 123,789       Subaward
(187) Wake Forest University
1834 Wake Forest Road Box 7227
WinstonSalem,NC271096000 		56-0532138 501 (C) (3) 17,991       Subaward
(188) Washington University
700 Rosedale Avenue Box 1034
St Louis,MO631121408 		43-6053611 501 (C) (3) 784,394       Subaward
(189) Western Michigan University
1903 W Michigan Avenue
Kalamazoo,MI49008 		38-2138856 501 (C) (3) 7,500       Subaward
(190) William Paterson University of New Jersey
300 Pompton Road
Wayne,NJ074702103 		22-2781603 Govt 14,027       Subaward
(191) Yale University
155 Whitney Ave Suite 230
PO Box 208250
New Haven,CT06520 		06-0646973 501 (C) (3) 1,341,718       Subaward
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
183
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) UNDERGRADUATE STUDENT AID 4009 183,335,542      
(2) GRADUATE STUDENT AID 9038 385,412,845      
(3) Precollegiate Student Aid 1760 5,453,197      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE UNIVERSITY WILL PERFORM A RISK ASSESSMENT AT THE PROPOSAL STAGE BEFORE FUNDING IS APPROVED. UNIVERSITY DEPARTMENT ADMINISTRATORS AND THE PRINCIPAL INVESTIGATOR WILL REVIEW INVOICES AND CERTIFY AS TO ALLOWABILITY AND APPROPRIATENESS OF CHARGES. CENTRAL SPONSORED AWARD ACCOUNTING WILL ALSO PERFORM A REVIEW THAT THE EXPENDITURES FALL WITHIN THE CONTRACT AMOUNT AND PERIOD OF PERFORMANCE.
Schedule I (Form 990) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Lori Berko
 
SECRETARY 		(i)

(ii)		 394,845
-------------
0 		133,000
-------------
0 		1,436
-------------
0 		24,400
-------------
0 		14,713
-------------
0 		568,394
-------------
0 		0
-------------
0
2Catherine Callow-Wright
 
VP & SECRETARY OF THE UNIVERSITY 		(i)

(ii)		 646,242
-------------
0 		64,800
-------------
0 		5,987
-------------
0 		24,400
-------------
0 		37,214
-------------
0 		778,643
-------------
0 		0
-------------
0
3Juan Jose De Pablo
 
VP FOR NATIONAL LABORATORIES 		(i)

(ii)		 683,800
-------------
0 		127,037
-------------
0 		16,849
-------------
0 		24,400
-------------
0 		39,695
-------------
0 		891,781
-------------
0 		0
-------------
0
4Derek Douglas
 
VP CIVIC ENGAGEMENT 		(i)

(ii)		 378,334
-------------
0 		108,147
-------------
0 		403,477
-------------
0 		24,400
-------------
0 		28,195
-------------
0 		942,553
-------------
0 		0
-------------
0
5Ka Yee Christina Lee
 
PROVOST 		(i)

(ii)		 816,609
-------------
0 		39,750
-------------
0 		10,143
-------------
0 		24,400
-------------
0 		30,597
-------------
0 		921,499
-------------
0 		0
-------------
0
6MaryFrances McCourt
 
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 787,504
-------------
0 		145,458
-------------
0 		87,355
-------------
0 		24,400
-------------
0 		26,422
-------------
0 		1,071,139
-------------
0 		0
-------------
0
7James Nondorf
 
VP ENROLL. & STUDENT ADV. 		(i)

(ii)		 804,839
-------------
0 		579,920
-------------
0 		9,142
-------------
0 		24,400
-------------
0 		14,812
-------------
0 		1,433,113
-------------
0 		0
-------------
0
8Paul Rand
 
VP COMMUNICATIONS 		(i)

(ii)		 502,143
-------------
0 		25,463
-------------
0 		8,492
-------------
0 		24,400
-------------
0 		38,861
-------------
0 		599,359
-------------
0 		0
-------------
0
9Michele Rasmussen
 
DEAN OF STUDENTS 		(i)

(ii)		 411,184
-------------
0 		39,204
-------------
0 		2,872
-------------
0 		24,400
-------------
0 		11,893
-------------
0 		489,553
-------------
0 		0
-------------
0
10Kimberly Taylor
 
VP & GENERAL COUNSEL 		(i)

(ii)		 806,203
-------------
0 		40,500
-------------
0 		19,347
-------------
0 		24,400
-------------
0 		40,064
-------------
0 		930,514
-------------
0 		0
-------------
0
11A Paul Alivisatos
 
PRESIDENT 		(i)

(ii)		 1,209,761
-------------
0 		360,000
-------------
0 		262,818
-------------
0 		271,600
-------------
0 		21,608
-------------
0 		2,125,787
-------------
0 		0
-------------
0
12Andrew Ward
 
VP AND CHIEF INVEST. OFFICER 		(i)

(ii)		 671,390
-------------
0 		1,582,000
-------------
0 		75,147
-------------
0 		24,400
-------------
0 		36,639
-------------
0 		2,389,576
-------------
0 		0
-------------
0
13Mark Anderson
 
EXEC. VP MEDICAL AFFAIRS 		(i)

(ii)		 597,666
-------------
0 		0
-------------
0 		71,853
-------------
0 		24,400
-------------
0 		8,363
-------------
0 		702,282
-------------
0 		0
-------------
0
14Laila Rashid
 
VP &A ASSOCIATE DEAN 		(i)

(ii)		 638,497
-------------
0 		85,978
-------------
0 		0
-------------
0 		24,400
-------------
0 		376
-------------
0 		749,251
-------------
0 		0
-------------
0
15Katherine Baicker
 
PROVOST 		(i)

(ii)		 632,960
-------------
0 		62,475
-------------
0 		57,181
-------------
0 		24,400
-------------
0 		24,027
-------------
0 		801,043
-------------
0 		0
-------------
0
16Joel Hamernick
 
interim VP CIVIC ENGAGEMENT 		(i)

(ii)		 211,438
-------------
0 		0
-------------
0 		0
-------------
0 		17,360
-------------
0 		18,692
-------------
0 		247,490
-------------
0 		0
-------------
0
17Kenneth S Polonsky
 
EXEC. VP MEDICAL AFFAIRS 		(i)

(ii)		 1,300,361
-------------
0 		400,000
-------------
0 		768,029
-------------
0 		24,400
-------------
279,592 		26,701
-------------
0 		2,519,491
-------------
279,592 		0
-------------
0
18Madhav Rajan
 
DEAN BOOTH SCHOOL OF BUSINESS 		(i)

(ii)		 891,738
-------------
0 		105,581
-------------
0 		342,098
-------------
0 		24,400
-------------
0 		16,518
-------------
0 		1,380,335
-------------
0 		0
-------------
0
19Valluvan Jeevanandam
 
CHIEF CARDIAC & THORACIC SURG. 		(i)

(ii)		 1,629,900
-------------
0 		168,000
-------------
0 		0
-------------
0 		24,400
-------------
0 		20,968
-------------
0 		1,843,268
-------------
0 		0
-------------
0
20DAVID BARCLAY
 
CHIEF OPERATING OFFICER CRSP 		(i)

(ii)		 0
-------------
561,534 		0
-------------
1,728,528 		0
-------------
0 		0
-------------
24,400 		0
-------------
10,572 		0
-------------
2,325,034 		0
-------------
0
21Matthew Stone
 
Managing Director of Public Markets 		(i)

(ii)		 410,730
-------------
0 		1,334,135
-------------
0 		81,456
-------------
0 		24,400
-------------
0 		23,560
-------------
0 		1,874,281
-------------
0 		0
-------------
0
22Luca Vricella
 
PROFESSOR OF SURGERY 		(i)

(ii)		 1,519,407
-------------
0 		192,230
-------------
0 		34,848
-------------
0 		24,400
-------------
0 		34,709
-------------
0 		1,805,594
-------------
0 		0
-------------
0
23David Strauss
 
PROFESSOR OF LAW 		(i)

(ii)		 773,064
-------------
0 		1,156,088
-------------
0 		0
-------------
0 		24,400
-------------
0 		27,771
-------------
0 		1,981,323
-------------
0 		0
-------------
0
24Sharon Marine
 
VP ALUMNI RELATIONS & DEVL. 		(i)

(ii)		 1,189,494
-------------
0 		113,381
-------------
0 		3,866
-------------
0 		24,400
-------------
0 		8,678
-------------
0 		1,339,819
-------------
0 		0
-------------
0
25Ivan Samstein
 
VP & CHIEF FINANCIAL OFFICER 		(i)

(ii)		 0
-------------
894,334 		0
-------------
287,750 		0
-------------
11,330 		0
-------------
176,154 		0
-------------
35,194 		0
-------------
1,404,762 		0
-------------
0
26Robert J Zimmer
 
FORMER PRESIDENT 		(i)

(ii)		 1,426,800
-------------
0 		1,500,000
-------------
0 		387,258
-------------
0 		84,460
-------------
0 		24,421
-------------
0 		3,422,939
-------------
0 		0
-------------
0
27Brett Padgett
 
INTERIM VP & CHIEF FINANCIAL OFFICER 		(i)

(ii)		 261,975
-------------
0 		130,379
-------------
0 		22,221
-------------
0 		24,400
-------------
0 		24,170
-------------
0 		463,145
-------------
0 		0
-------------
0
28Patrick O'Hara
 
INTERIM CHIEF INVESTMENT OFFICER 		(i)

(ii)		 509,903
-------------
0 		845,312
-------------
0 		0
-------------
0 		24,400
-------------
0 		28,662
-------------
0 		1,408,277
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a First-class or charter travel Under written university policy, employees are required to use the most economical mode of transportation available consistent with the business purpose for the travel. Air travel other than coach class must be approved pursuant to university policy. Four officers and one key employee were approved for air travel other than coach or business class in accordance with university policy. None of the business trips were deemed taxable compensation.
Schedule J, Part I, Line 1a Travel for companions UNDER WRITTEN UNIVERSITY POLICY, TRAVEL FOR COMPANIONS MUST BE PRE-APPROVED BY THE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND WILL ONLY BE APPROVED WHEN THE COMPANION TRAVEL SERVES A BONA FIDE BUSINESS PURPOSE. TWO OFFICERS AND ONE KEY-EMPLOYEE HAD COMPANION TRAVEL APPROVED IN ACCORDANCE WITH THIS POLICY. THE COST OF THE COMPANION TRAVEL WAS NOT DEEMED TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments INDIVIDUALS MAY HAVE CERTAIN PAYMENTS GROSSED UP AT THE DISCRETION OF HEADS OF DEPARTMENTS, OFFICERS OR THE BOARD OF THE UNIVERSITY.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use (PART 1A & 1B AND PART II) HOUSING ALLOWANCES ARE ONLY PERMITTED IF PRE-APPROVED BY THE PROVOST'S OFFICE OR UNIVERSITY HUMAN RESOURCES. Four INDIVIDUALS RECEIVED A HOUSING ALLOWANCE WHICH WAS INCLUDED IN EACH INDIVIDUAL'S TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees 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 AND ONE KEY EMPLOYEE HAD SOCIAL CLUB DUES REIMBURSED BY THE UNIVERSITY FOR BUSINESS PURPOSES AND THE REIMBURSEMENT WAS NOT DEEMED TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal services THE UNIVERSITY PROVIDES FOR THE MAINTENANCE AND CLEANING OF THE UNIVERSITY OWNED HOUSE PROVIDED TO THE PRESIDENT. THESE SERVICES WERE NOT DEEMED A TAXABLE BENEFIT.
Schedule J, Part I, Line 4a Severance or change-of-control payment Sharon Marine received $804,380.56 and Matthew Stone received $474,303.56 reverence payments for FY2023.
Schedule J, Part I, Line 7 Non-fixed payments INVESTMENT OFFICE PERSONNEL PARTICIPATE IN AN INCENTIVE COMPENSATION PROGRAM BASED ON PERFORMANCE AND QUALITATIVE MEASUREMENTS.
Schedule J (Form 990) 2022

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number
36-2177139
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B
  		52-1297563 4520017E4 08-28-2003 50,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
B IFA 100000000 ADJ Rate REV BONDS SERIES 2004B
  		86-1091967 45200BHH4 11-10-2004 100,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
C IFA 80000000 ADJ RATE REV REFUND BONDS 2004C
  		86-1091967 45200BJG4 11-30-2004 80,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
D IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008
  		86-1091967 45200FEG0 04-03-2008 123,604,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A
  		86-1091967 45203HB68 08-12-2014 644,509,246 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
  		86-1091967 45203H3H3 09-10-2015 452,070,011 (SEE SUPPLEMENTAL INFORMATION) X     X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A
  		86-1091967 45204ED70 03-07-2018 128,797,725 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A
  		86-1091967 45204FAE5 03-18-2020 185,652,910 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA 219240000 REVENUE BONDS SERIES 2021A
  		86-1091967 45204FHB4 07-06-2021 281,361,151 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX Revenue Bonds Series 2023A
  		86-1091967 45204FUY9 03-15-2023 201,089,515 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 23,938,000 43,516,000 3,726,000 43,541,000
2 Amount of bonds legally defeased ..............   152,475,000    
3 Total proceeds of issue .................. 50,141,933 102,437,189 80,000,000 123,604,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 274,223 469,999 463,838 752,575
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds ............. 26,731     18,032
10 Capital expenditures from proceeds ............. 49,867,710 101,967,190 56,173,450  
11 Other spent proceeds ............. 467,372,655 250,464,004 79,536,162 122,851,425
12 Other unspent proceeds .............   103,699,771    
13 Year of substantial completion ............. 2006 2010 2004 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X   X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.1 % 0.3 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.1 % 0.3 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.14 % 0.01 %   0.04 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X       X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X     X X  
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X   X  
b Name of provider ..........  
  		 
  		MORGAN STANLEY CAPITAL
  		MERRIL LYNCH CAPITAL
 
c Term of hedge .........     3460 % 3280 %
d Was the hedge superintegrated? ......           X   X
e Was the hedge terminated? ........           X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PART II, LINE 3 SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2014A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $3,893. SERIES 2015A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $248,056. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $482,872. SERIES 2020A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $18,032.
Schedule K, Part II, Line 11 PART II, LINE 11 SERIES 2004C: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2018A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2020A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2021A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2023A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE $50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS FOR EDUCATIONAL FACILITIES INCLUDING THE PLANNING, DESIGN AND CONSTRUCTION OF A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, THE ACQUISITION AND IMPLEMENTATION OF CHILLED WATER DISTRIBUTION AND ELECTRICAL REPLACEMENTS, THE EXPANSION OF THE STEAM PLANT, THE RENOVATION AND EXPANSION OF THE LAW SCHOOL, THE RENOVATION OF THE UNIVERSITY'S INTERNATIONAL HOUSE AND ALUMNI CENTER, THE RENOVATION, IMPROVING AND EQUIPPING OF THE UNIVERSITY'S BIOLOGICAL SCIENCE DIVISION AND THE COMPLETION OF VARIOUS OTHER CAMPUS RENOVATIONS AND IMPROVEMENTS AND (ii) PAY COSTS OF ISSUANCE $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS of certain Educational Facilities under the Act, including a new Graduate School of Business Building, a new research building, a new interdivisional research building, new residence halls, and other renovations and replacements and (ii) pay costs of ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE: (i) Advance Refund the Series 2001A Bonds Dated: 10/04/2001 and (ii) pay costs of issuance $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE: (i) Refund the Series 1998A Bonds Dated: 07/01/1998 and (ii) pay costs of issuance $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: (i) FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR for costs of certain Educational Facilities, (ii) Advance refund the Series 2008B Bonds Dated: 01/07/2009 and (iii) pay costs of issuance. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) Advance Refund and Defease the Revenue Bonds Series 2007 Dated: 06/28/2007 and (iii) pay costs of issuance. $114,705,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2018A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) refinance the Taxable Commercial Paper Notes, Series A used to refinance the Series 2001B-3 and (iii) pay costs of issuance. $164,555,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2020A, (F) DESCRIPTION OF PURPOSE: (i) refinance a Taxable Line of Credit used to refinance the 2001B-1 and 2001B-2 bond issues (ii) to refinance the Taxable 2020 Commercial Paper Notes and (iii) pay costs of issuance. $219,240,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2021A, (F) DESCRIPTION OF PURPOSE: (i) Refund a portion of the outstanding Series 2012A Bonds Dated: 02/02/2012 and (ii) pay costs of issuance. $181,155,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2023A, (F) DESCRIPTION OF PURPOSE: (i) Refund Taxable CP Dated: 02/16/2023, (ii) finance the new money project, and (iii) pay costs of issuance.
Schedule K, Part III Bond 2004C and 2008 All issues refunded by the Series 2004C issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. All issues refunded by the Series 2008 issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IEFA 50,000,000 ADJ RATE REV BONDS SERIES 2003B The calculation for computing no rebate due was performed on 04/02/2009
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 100,000,000 ADJ Rate REV BONDS SERIES 2004B The calculation for computing no rebate due was performed on 12/22/2009
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 80,000,000 ADJ RATE REV REFUND BONDS 2004C The calculation for computing no rebate due was performed on 12/22/2011
Schedule K, Part IV, Line 2c COLUMN D Issuer name: IFA 123,604,000 ADJ RATE REV Bonds SERIES 2008 The calculation for computing no rebate due was performed on 03/26/2013
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IFA 573,645,000 REVENUE BONDS SERIES 2014A The calculation for computing no rebate due was performed on 08/29/2019
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 415,825,000 REVENUE BONDS SERIES 2015A The calculation for computing no rebate due was performed on 10/22/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 114,705,000 REVENUE BONDS SERIES 2018A The calculation for computing no rebate due was performed on 03/27/2023
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number
36-2177139
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B
  		52-1297563 4520017E4 08-28-2003 50,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
B IFA 100000000 ADJ Rate REV BONDS SERIES 2004B
  		86-1091967 45200BHH4 11-10-2004 100,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
C IFA 80000000 ADJ RATE REV REFUND BONDS 2004C
  		86-1091967 45200BJG4 11-30-2004 80,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
D IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008
  		86-1091967 45200FEG0 04-03-2008 123,604,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A
  		86-1091967 45203HB68 08-12-2014 644,509,246 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
  		86-1091967 45203H3H3 09-10-2015 452,070,011 (SEE SUPPLEMENTAL INFORMATION) X     X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A
  		86-1091967 45204ED70 03-07-2018 128,797,725 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A
  		86-1091967 45204FAE5 03-18-2020 185,652,910 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA 219240000 REVENUE BONDS SERIES 2021A
  		86-1091967 45204FHB4 07-06-2021 281,361,151 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX Revenue Bonds Series 2023A
  		86-1091967 45204FUY9 03-15-2023 201,089,515 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 23,938,000 43,516,000 3,726,000 43,541,000
2 Amount of bonds legally defeased ..............   152,475,000    
3 Total proceeds of issue .................. 50,141,933 102,437,189 80,000,000 123,604,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 274,223 469,999 463,838 752,575
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds ............. 26,731     18,032
10 Capital expenditures from proceeds ............. 49,867,710 101,967,190 56,173,450  
11 Other spent proceeds ............. 467,372,655 250,464,004 79,536,162 122,851,425
12 Other unspent proceeds .............   103,699,771    
13 Year of substantial completion ............. 2006 2010 2004 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X   X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.1 % 0.3 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.1 % 0.3 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.14 % 0.01 %   0.04 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X       X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X     X X  
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X   X  
b Name of provider ..........  
  		 
  		MORGAN STANLEY CAPITAL
  		MERRIL LYNCH CAPITAL
 
c Term of hedge .........     3460 % 3280 %
d Was the hedge superintegrated? ......           X   X
e Was the hedge terminated? ........           X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PART II, LINE 3 SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2014A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $3,893. SERIES 2015A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $248,056. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $482,872. SERIES 2020A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $18,032.
Schedule K, Part II, Line 11 PART II, LINE 11 SERIES 2004C: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2018A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2020A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2021A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2023A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE $50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS FOR EDUCATIONAL FACILITIES INCLUDING THE PLANNING, DESIGN AND CONSTRUCTION OF A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, THE ACQUISITION AND IMPLEMENTATION OF CHILLED WATER DISTRIBUTION AND ELECTRICAL REPLACEMENTS, THE EXPANSION OF THE STEAM PLANT, THE RENOVATION AND EXPANSION OF THE LAW SCHOOL, THE RENOVATION OF THE UNIVERSITY'S INTERNATIONAL HOUSE AND ALUMNI CENTER, THE RENOVATION, IMPROVING AND EQUIPPING OF THE UNIVERSITY'S BIOLOGICAL SCIENCE DIVISION AND THE COMPLETION OF VARIOUS OTHER CAMPUS RENOVATIONS AND IMPROVEMENTS AND (ii) PAY COSTS OF ISSUANCE $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS of certain Educational Facilities under the Act, including a new Graduate School of Business Building, a new research building, a new interdivisional research building, new residence halls, and other renovations and replacements and (ii) pay costs of ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE: (i) Advance Refund the Series 2001A Bonds Dated: 10/04/2001 and (ii) pay costs of issuance $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE: (i) Refund the Series 1998A Bonds Dated: 07/01/1998 and (ii) pay costs of issuance $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: (i) FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR for costs of certain Educational Facilities, (ii) Advance refund the Series 2008B Bonds Dated: 01/07/2009 and (iii) pay costs of issuance. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) Advance Refund and Defease the Revenue Bonds Series 2007 Dated: 06/28/2007 and (iii) pay costs of issuance. $114,705,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2018A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) refinance the Taxable Commercial Paper Notes, Series A used to refinance the Series 2001B-3 and (iii) pay costs of issuance. $164,555,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2020A, (F) DESCRIPTION OF PURPOSE: (i) refinance a Taxable Line of Credit used to refinance the 2001B-1 and 2001B-2 bond issues (ii) to refinance the Taxable 2020 Commercial Paper Notes and (iii) pay costs of issuance. $219,240,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2021A, (F) DESCRIPTION OF PURPOSE: (i) Refund a portion of the outstanding Series 2012A Bonds Dated: 02/02/2012 and (ii) pay costs of issuance. $181,155,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2023A, (F) DESCRIPTION OF PURPOSE: (i) Refund Taxable CP Dated: 02/16/2023, (ii) finance the new money project, and (iii) pay costs of issuance.
Schedule K, Part III Bond 2004C and 2008 All issues refunded by the Series 2004C issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. All issues refunded by the Series 2008 issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IEFA 50,000,000 ADJ RATE REV BONDS SERIES 2003B The calculation for computing no rebate due was performed on 04/02/2009
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 100,000,000 ADJ Rate REV BONDS SERIES 2004B The calculation for computing no rebate due was performed on 12/22/2009
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 80,000,000 ADJ RATE REV REFUND BONDS 2004C The calculation for computing no rebate due was performed on 12/22/2011
Schedule K, Part IV, Line 2c COLUMN D Issuer name: IFA 123,604,000 ADJ RATE REV Bonds SERIES 2008 The calculation for computing no rebate due was performed on 03/26/2013
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IFA 573,645,000 REVENUE BONDS SERIES 2014A The calculation for computing no rebate due was performed on 08/29/2019
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 415,825,000 REVENUE BONDS SERIES 2015A The calculation for computing no rebate due was performed on 10/22/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 114,705,000 REVENUE BONDS SERIES 2018A The calculation for computing no rebate due was performed on 03/27/2023
Schedule K (Form 990) 2021

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number
36-2177139
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A IEFA 50000000 ADJ RATE REV BONDS SERIES 2003B
  		52-1297563 4520017E4 08-28-2003 50,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
B IFA 100000000 ADJ Rate REV BONDS SERIES 2004B
  		86-1091967 45200BHH4 11-10-2004 100,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
C IFA 80000000 ADJ RATE REV REFUND BONDS 2004C
  		86-1091967 45200BJG4 11-30-2004 80,000,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
D IFA XXX-XX-XXXX ADJ RATE REV Bonds SERIES 2008
  		86-1091967 45200FEG0 04-03-2008 123,604,000 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2014A
  		86-1091967 45203HB68 08-12-2014 644,509,246 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2015A
  		86-1091967 45203H3H3 09-10-2015 452,070,011 (SEE SUPPLEMENTAL INFORMATION) X     X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2018A
  		86-1091967 45204ED70 03-07-2018 128,797,725 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX REVENUE BONDS SERIES 2020A
  		86-1091967 45204FAE5 03-18-2020 185,652,910 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA 219240000 REVENUE BONDS SERIES 2021A
  		86-1091967 45204FHB4 07-06-2021 281,361,151 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
IFA XXX-XX-XXXX Revenue Bonds Series 2023A
  		86-1091967 45204FUY9 03-15-2023 201,089,515 (SEE SUPPLEMENTAL INFORMATION)   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 23,938,000 43,516,000 3,726,000 43,541,000
2 Amount of bonds legally defeased ..............   152,475,000    
3 Total proceeds of issue .................. 50,141,933 102,437,189 80,000,000 123,604,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 274,223 469,999 463,838 752,575
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds ............. 26,731     18,032
10 Capital expenditures from proceeds ............. 49,867,710 101,967,190 56,173,450  
11 Other spent proceeds ............. 467,372,655 250,464,004 79,536,162 122,851,425
12 Other unspent proceeds .............   103,699,771    
13 Year of substantial completion ............. 2006 2010 2004 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X   X   X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.1 % 0.3 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.1 % 0.3 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X     X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.14 % 0.01 %   0.04 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X       X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X     X X  
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X   X  
b Name of provider ..........  
  		 
  		MORGAN STANLEY CAPITAL
  		MERRIL LYNCH CAPITAL
 
c Term of hedge .........     3460 % 3280 %
d Was the hedge superintegrated? ......           X   X
e Was the hedge terminated? ........           X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PART II, LINE 3 SERIES 2003B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $141,933. SERIES 2004B: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $2,437,189. SERIES 2014A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $3,893. SERIES 2015A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $248,056. SERIES 2018A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $482,872. SERIES 2020A: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF THE ISSUE IS THE INTEREST EARNED ON INVESTMENTS OF $18,032.
Schedule K, Part II, Line 11 PART II, LINE 11 SERIES 2004C: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2008: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2014A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2015A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2018A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2020A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2021A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SERIES 2023A: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE $50,000,000 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2003B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE OR REIMBURSE THE UNIVERSITY FOR COSTS FOR EDUCATIONAL FACILITIES INCLUDING THE PLANNING, DESIGN AND CONSTRUCTION OF A NEW GRADUATE SCHOOL OF BUSINESS BUILDING, A NEW INTERDIVISIONAL RESEARCH BUILDING AND A NEW ATHLETICS AND RECREATION CENTER, THE ACQUISITION AND IMPLEMENTATION OF CHILLED WATER DISTRIBUTION AND ELECTRICAL REPLACEMENTS, THE EXPANSION OF THE STEAM PLANT, THE RENOVATION AND EXPANSION OF THE LAW SCHOOL, THE RENOVATION OF THE UNIVERSITY'S INTERNATIONAL HOUSE AND ALUMNI CENTER, THE RENOVATION, IMPROVING AND EQUIPPING OF THE UNIVERSITY'S BIOLOGICAL SCIENCE DIVISION AND THE COMPLETION OF VARIOUS OTHER CAMPUS RENOVATIONS AND IMPROVEMENTS AND (ii) PAY COSTS OF ISSUANCE $100,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004B, (F) DESCRIPTION OF PURPOSE: (i) TO FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR COSTS of certain Educational Facilities under the Act, including a new Graduate School of Business Building, a new research building, a new interdivisional research building, new residence halls, and other renovations and replacements and (ii) pay costs of ISSUANCE. $80,000,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE REFUNDING BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2004C, (F) DESCRIPTION OF PURPOSE: (i) Advance Refund the Series 2001A Bonds Dated: 10/04/2001 and (ii) pay costs of issuance $123,604,000 ILLINOIS FINANCE AUTHORITY ADJUSTABLE RATE REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2008, (F) DESCRIPTION OF PURPOSE: (i) Refund the Series 1998A Bonds Dated: 07/01/1998 and (ii) pay costs of issuance $650,000,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2014A, (F) DESCRIPTION OF PURPOSE: (i) FINANCE, REFINANCE AND REIMBURSE THE UNIVERSITY FOR for costs of certain Educational Facilities, (ii) Advance refund the Series 2008B Bonds Dated: 01/07/2009 and (iii) pay costs of issuance. $415,825,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2015A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) Advance Refund and Defease the Revenue Bonds Series 2007 Dated: 06/28/2007 and (iii) pay costs of issuance. $114,705,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2018A, (F) DESCRIPTION OF PURPOSE: (i) Finance, Refinance, and Reimburse the University for costs of Certain Educational Facilities, (ii) refinance the Taxable Commercial Paper Notes, Series A used to refinance the Series 2001B-3 and (iii) pay costs of issuance. $164,555,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2020A, (F) DESCRIPTION OF PURPOSE: (i) refinance a Taxable Line of Credit used to refinance the 2001B-1 and 2001B-2 bond issues (ii) to refinance the Taxable 2020 Commercial Paper Notes and (iii) pay costs of issuance. $219,240,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2021A, (F) DESCRIPTION OF PURPOSE: (i) Refund a portion of the outstanding Series 2012A Bonds Dated: 02/02/2012 and (ii) pay costs of issuance. $181,155,000 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, THE UNIVERSITY OF CHICAGO, SERIES 2023A, (F) DESCRIPTION OF PURPOSE: (i) Refund Taxable CP Dated: 02/16/2023, (ii) finance the new money project, and (iii) pay costs of issuance.
Schedule K, Part III Bond 2004C and 2008 All issues refunded by the Series 2004C issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting. All issues refunded by the Series 2008 issue were either issued prior to 12/31/2002 or through a series of refunding that refund an issue prior to 12/31/2002. Accordingly, this issue is exempt from Part III reporting.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IEFA 50,000,000 ADJ RATE REV BONDS SERIES 2003B The calculation for computing no rebate due was performed on 04/02/2009
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 100,000,000 ADJ Rate REV BONDS SERIES 2004B The calculation for computing no rebate due was performed on 12/22/2009
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 80,000,000 ADJ RATE REV REFUND BONDS 2004C The calculation for computing no rebate due was performed on 12/22/2011
Schedule K, Part IV, Line 2c COLUMN D Issuer name: IFA 123,604,000 ADJ RATE REV Bonds SERIES 2008 The calculation for computing no rebate due was performed on 03/26/2013
Schedule K, Part IV, Line 2c COLUMN A Issuer name: IFA 573,645,000 REVENUE BONDS SERIES 2014A The calculation for computing no rebate due was performed on 08/29/2019
Schedule K, Part IV, Line 2c COLUMN B Issuer name: IFA 415,825,000 REVENUE BONDS SERIES 2015A The calculation for computing no rebate due was performed on 10/22/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: IFA 114,705,000 REVENUE BONDS SERIES 2018A The calculation for computing no rebate due was performed on 03/27/2023
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
(1) MADHAV RAJAN
  		KEY EMPLOYEE     X 1,250,000 1,000,000   No Yes   Yes  
(2) Katherine Baicker
  		Officer     X 500,000 250,000   No Yes   Yes  
Total ...............Small Bullet $ 1,250,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) TISHMAN SPEYER CROWN EQUIT
  		SEE PART V   SEE PART V   No
(2) PIMCO
  		SEE PART V   SEE PART V   No
(3) THE CARLYLE GROUP
  		SEE PART V   SEE PART V   No
(4) LAKE CAPITAL PARTNERS
  		SEE PART V   SEE PART V   No
(5) SHADI BARTSCH-ZIMMER
  		SEE PART V   SEE PART V   No
(6) TAMAR POLONSKY
  		SEE PART V   SEE PART V   No
(7) Wealth Strategist Partners
  		SEE PART V   SEE PART V   No
(8) CareIT Health LLC dba NowPow
  		SEE PART V   SEE PART V   No
(9) Yolanda Tyler
  		SEE PART V   SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV PART IV JAMES S. CROWN, A TRUSTEE OF THE UNIVERSITY, AND HIS FAMILY OWN AN INDIRECT INTEREST IN TISHMAN SPEYER CROWN EQUITIES, LLC (TISHMAN SPEYER), WHICH THROUGH A SUBSIDIARY OWNS AN OFFICE BUILDING IN WASHINGTON D.C. IN WHICH THE UNIVERSITY OF CHICAGO LEASES OFFICE SPACE. THE LEASE BETWEEN THE UNIVERSITY AND TISHMAN SPEYER WAS NEGOTIATED AT ARMS' LENGTH AND WAS CONCLUDED ON FAIR MARKET TERMS. THE UNIVERSITY PAID TISHMAN SPEYER A TOTAL OF $188,199 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2023. THE UNIVERSITY ALSO LEASES OFFICE SPACE IN NEW YORK, NEW YORK FROM TISHMAN SPEYER. THE LEASE BETWEEN THE UNIVERSITY AND TISHMAN SPEYER WAS NEGOTIATED AT ARMS' LENGTH AND WAS CONCLUDED ON FAIR MARKET TERMS. THE UNIVERSITY PAID TISHMAN SPEYER A TOTAL OF $ 303,585 IN RENT, TAXES AND EXPENSES FOR THIS PROPERTY DURING THE TAX YEAR ENDED JUNE 30, 2023. RACHEL KOHLER, A TRUSTEE OF THE UNIVERSITY, was A GREATER THAN 35% OWNER OF CAREIT HEALTH, LLC D/B/A NOWPOW, A HEALTHCARE COMPANY THAT CONNECTS PATIENTS WITH SOCIAL SERVICES AGENCIES AND SUPPORT ORGANIZATIONS TO IMPROVE HEALTH OUTCOMES. NOWPOW WAS ACQUIRED BY UNITE USA INC. IN SEPTEMBER 2021. FOR THE TAX YEAR ENDED JUNE 30, 2023, NOWPOW RECEIVED $1,950 IN FEES FROM THE UNIVERSITY OF CHICAGO AND $79,200 FROM THE UNIVERSITY OF CHICAGO MEDICAL CENTER, AND UNITE USA RECEIVED $23,400 FROM THE UNIVERSITY OF CHICAGO, IN CONNECTION WITH THE UNIVERSITY'S PURCHASE OF NOWPOW SERVICES. RODNEY GOLDSTEIN, A TRUSTEE OF THE UNIVERSITY, IS CO-MANAGING PARTNER OF WEALTH STRATEGIST PARTNERS, AN INVESTMENT ADVISORY FIRM. FOR THE TAX YEAR ENDED JUNE 30, 2023, STUART E. LUCAS, CO-MANAGING PARTNER AND CHIEF INVESTMENT OFFICER OF WSP, PROVIDED TEACHING AND SPEAKING SERVICES TO THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS, FOR WHICH WSP RECEIVED $ 47,064 IN FEES. EMMANUEL ROMAN, A TRUSTEE OF THE UNIVERSITY, IS THE CHIEF EXECUTIVE OFFICER OF PIMCO, A FIXED INCOME INVESTMENT FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. PIMCO RECEIVED APPROXIMATELY $ 780,626 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. DAVID M. RUBENSTEIN, A TRUSTEE OF THE UNIVERSITY, IS A CO-FOUNDER AND CO-CEO OF THE CARLYLE GROUP, A PRIVATE EQUITY FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. THE CARLYLE GROUP RECEIVED APPROXIMATELY $ 162,908 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. PAUL YOVOVICH, A TRUSTEE OF THE UNIVERSITY, IS PRESIDENT, PRINCIPAL, AND CO-FOUNDER OF LAKE CAPITAL, A PRIVATE EQUITY FIRM WITH WHICH THE UNIVERSITY HAS INVESTED A PORTION OF ITS ENDOWMENT. LAKE CAPITAL RECEIVED APPROXIMATELY $132,345 IN FEES IN CONNECTION WITH THE UNIVERSITY'S INVESTMENT FOR THE TAX YEAR ENDED JUNE 30, 2023. SHADI BARTSCH-ZIMMER, THE WIFE OF FORMER UNIVERSITY OF CHICAGO PRESIDENT, ROBERT J. ZIMMER, IS EMPLOYED BY THE UNIVERSITY AS A PROFESSOR OF CLASSICS. MS. BARTSCH-ZIMMER WAS PAID A GROSS SALARY OF $338,694 FOR THE CALENDAR YEAR 2022 IN CONNECTION WITH HER EMPLOYMENT. TAMAR POLONSKY, THE DAUGHTER OF KENNETH POLONSKY, DEAN AND EXECUTIVE VICE PRESIDENT FOR MEDICAL AFFAIRS, IS EMPLOYED BY THE UNIVERSITY AS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF MEDICINE. DR. POLONSKY WAS PAID $353,099 FOR THE CALENDAR YEAR 2022 IN CONNECTION WITH HER EMPLOYMENT. YOLANDA TYLER, THE WIFE OF TRUSTEE, JASON TYLER, IS EMPLOYED BY THE UNIVERSITY AS A DEPARTMENT ADMINSTRATOR AND ASSISTANT TO THE CHAIR IN THE DEPARTMENT OF STATISTICS. MS. TYLER WAS PAID A GROSS SALARY OF $64,454 FOR THE CALENDAR YEAR 2022 IN CONNECTION WITH HER EMPLOYMENT.
Schedule L (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 4   NONE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 579 29,437,375 Cost
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		X 1 100,000,000 Opinions of experts
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 2 51,474 Cost
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
5
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Related organizations in the UK, France, Singapore, Hong Kong and India solicit charitable contributions for the benefit of the University and programs, consistent with their local charitable purposes.
Schedule M, Part I, Line 33 Noncash contribution amounts not reported THE UNIVERSITY OF CHICAGO DOES NOT RECORD GIFTS OF ART AS REVENUE AS PERMITTED UNDER SFAS 116.
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 548,385,182 including grants of $ 7,185,215)(Revenue $ 250,508,090) The other program services that support the mission of instruction and research are: Auxiliary Enterprises Library Other Student Services Information Services Operation and Maintenance of Plant
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Antonio Gracias and James Crown, both trustees of the university - Business relationship, Antonio Gracias and Hilarie Koplow-McAdams, both trustees of the university - Business relationship, JOSEPH NEUBAUER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, THOMAS J. PRITZKER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RACHEL D. KOHLER AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ALPER AND KENNETH JACOBS, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, ANDREW ROSENFIELD AND BRIEN O'BRIEN, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, RICHARD GONZALEZ AND BRETT HART, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, DAVID RUBENSTEIN AND GURU RAMAKRISHNAN, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship, DAVID RUBENSTEIN AND BYRON D. TROTT, BOTH TRUSTEES OF THE UNIVERSITY - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO FILING THE FORM 990, MEMBERS OF THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES WERE GIVEN AN OPPORTUNITY TO REVIEW PORTIONS OF THE FORM 990 RELEVANT TO THE THEIR AREAS OF OVERSIGHT. THESE PORTIONS OF THE FORM 990 WERE DISTRIBUTED TO COMMITTEE MEMBERS IN MARCH2023, AND TRUSTEES OF THESE COMMITTEES WERE GIVEN THE OPPORTUNITY TO REVIEW THE FORM AND ASK QUESTIONS. IN ADDITION, IN EARLY APRIL 2023, THE COMPLETED DRAFT FORM 990 (AND FORM 990-T), INCLUDING ALL SCHEDULES, WAS POSTED ON A SECURE WEBSITE ACCESSIBLE TO ALL TRUSTEES TO ALLOW THEM TO REVIEW THE FORM, PROVIDE COMMENTS, AND ASK ANY QUESTIONS. INFORMATION ABOUT ACCESSING THE WEBSITE WAS DISTRIBUTED IN ADVANCE TO ALL TRUSTEES. THE DRAFT FORM REMAINED AVAILABLE ON THE WEBSITE FOR APPROXIMATELY TWO WEEKS, AFTER WHICH ONLINE ACCESS ENDED TO ALLOW THE UNIVERSITY TIME TO FINALIZE THE FORM 990 AND FORM 990T FOR FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST POLICIES ALL TRUSTEES, OFFICERS, FACULTY, SENIOR ADMINISTRATORS, AND OTHER EMPLOYEES OF THE UNIVERSITY ARE SUBJECT TO CONFLICT OF INTEREST POLICIES THAT, AMONG OTHER THINGS, DEFINE MATERIAL FINANCIAL CONFLICTS OF INTEREST, IDENTIFY THE CLASSES OF INDIVIDUALS COVERED BY THE POLICIES, FACILITATE DISCLOSURE OF INFORMATION, AND SPECIFY PROCEDURES TO BE FOLLOWED IN MANAGING THE CONFLICTS. THESE CONFLICT OF INTEREST POLICIES AND PROCEDURES INCLUDE: (1) THE UNIVERSITY OF CHICAGO CONFLICT OF INTEREST POLICY FOR TRUSTEES AND OFFICERS REQUIRES TRUSTEES AND OFFICERS TO ALERT THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, OR THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL OF ANY POTENTIAL CONFLICT OF INTEREST, AND ABSTAIN FROM PARTICIPATING IN OR VOTING ON THE MATTER. THE POLICY ALSO REQUIRES TRUSTEES AND OFFICERS TO DISCLOSE ON AN ANNUAL BASIS, ACTUAL AND POTENTIAL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT. ALL CONFLICT OF INTEREST DISCLOSURES AND RELATED DISCUSSIONS ARE SHARED WITH THE CHAIR OF THE BOARD, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, AND THE UNIVERSITY'S PRESIDENT, ITS GENERAL COUNSEL, AND ITS EXTERNAL AUDITORS. THE UNIVERSITY'S VICE PRESIDENT AND GENERAL COUNSEL, IN CONSULTATION WITH THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE AND SENIOR UNIVERSITY ADMINISTRATORS, COMPILES THE DISCLOSURES INTO A CONFIDENTIAL DATABASE. THE CHAIR OF THE BOARD ALSO REVIEWS ALL DISCLOSED POTENTIAL CONFLICTS OF INTEREST BEFORE MAKING BOARD COMMITTEE ASSIGNMENTS. (2) THE UNIVERSITY'S POLICY ON SERVICE TO OUTSIDE ORGANIZATIONS BY SENIOR ADMINISTRATORS REQUIRES OFFICER AND SENIOR ADMINISTRATORS TO DISCLOSE ALL OFFICER, DIRECTOR, OR TRUSTEE POSITIONS THEY HOLD OR INTEND TO HOLD IN OUTSIDE ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO ORGANIZATIONS IN WHICH THEY HAVE A FINANCIAL INTEREST OR FROM WHICH THEY RECEIVE COMPENSATION. THE UNIVERSITY'S OFFICE OF LEGAL COUNSEL MONITORS SUCH POTENTIAL CONFLICTS BY CIRCULATING ANNUALLY A DISCLOSURE FORM THAT MUST BE UPDATED AS CIRCUMSTANCES CHANGE, AND SENIOR ADMINISTRATORS AND OFFICERS ARE ALSO REQUIRED TO DISCLOSE ALL SUCH RELATIONSHIPS IN ADVANCE TO THEIR IMMEDIATE SUPERVISOR. THIS INFORMATION MAY BE SHARED WITH THE UNIVERSITY'S TRUSTEES, PRESIDENT, PROVOST, VICE PRESIDENT AND GENERAL COUNSEL, AND OTHERS AS NECESSARY; COMPENSATED OUTSIDE SERVICE IS ALSO SUBJECT TO REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. (3) ACADEMIC EMPLOYEES, INCLUDING THE PRESIDENT AND THE PROVOST, ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST AND CONFLICT OF COMMITMENT POLICY FOR FACULTY AND OTHER ACADEMIC APPOINTEES. THE OFFICE OF THE PROVOST IS THE ADMINISTRATIVE OFFICE CHARGED WITH ASSURING COMPLIANCE WITH THE FACULTY CONFLICT OF INTEREST POLICY. THE PROVOST HAS DELEGATED OVERSIGHT OF THIS POLICY TO THE VICE PROVOST AS ITS CHAIR. THE PROVOST ALSO APPOINTS THE MEMBERS OF THE STANDING COMMITTEE ON INDIVIDUAL CONFLICTS OF INTEREST AND DESIGNATES THE DEPUTY PROVOST FOR RESEARCH AS ITS CHAIR. THE PROVOST REPORTS PERIODICALLY TO THE STANDING COMMITTEE ON THE STATUS OF FACULTY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY; THE REPORT INCLUDES HOW RISKS HAVE BEEN ADDRESSED THROUGH MANAGEMENT PLANS OR OTHER PRACTICES INTENDED TO PROVIDE FOR THE REDUCTION, ELIMINATION OR MANAGEMENT OF FINANCIAL CONFLICTS OF INTERESTS. THE VICE PROVOST SEEKS ASSESSMENTS OF THE RISKS AND RECOMMENDATIONS FOR RESPONSIBLE MANAGEMENT FROM DEPARTMENT CHAIRS AND DEANS AND OTHERS SUCH AS THE DIRECTOR OF UNIVERSITY RESEARCH ADMINISTRATION AND THE OFFICE OF LEGAL COUNSEL. (4) THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES ALL NON-ACADEMIC EMPLOYEES TO AVOID INVOLVEMENT IN ACTIVITIES WHICH MIGHT CONFLICT, OR MIGHT APPEAR TO CONFLICT, WITH THEIR INSTITUTIONAL RESPONSIBILITIES, INCLUDING, BUT NOT LIMITED TO BUSINESS OR FINANCIAL INTERESTS, TRANSACTIONS INVOLVING THE USE OF CONFIDENTIAL INFORMATION OR KNOWLEDGE GAINED AS A RESULT OF THE EMPLOYEE'S RELATIONSHIP WITH THE UNIVERSITY, THE USE OF UNIVERSITY RESOURCES FOR PERSONAL BENEFIT OR THE BENEFIT OF OTHERS, THE ACCEPTANCE OF GIFTS OF MORE THAN NOMINAL VALUE, AND NEPOTISM. CONFLICT OF INTEREST POLICY REQUIRES STAFF TO PROVIDE FULL DISCLOSURE OF ANY INTEREST THAT MIGHT INFLUENCE, OR APPEAR TO HAVE THE CAPACITY TO INFLUENCE, THE STAFF MEMBER'S OFFICIAL DECISIONS OR ACTIONS ON UNIVERSITY MATTERS. THE DISCLOSURES ARE TO BE IN WRITING, TENDERED TO THE EMPLOYEE'S IMMEDIATE SUPERVISOR, DEPARTMENT HEAD, OR THE APPROPRIATE VICE PRESIDENT OF THE UNIVERSITY. (5) THE UNIVERSITY'S POLICY ON BUSINESS CONDUCT AT THE UNIVERSITY OF CHICAGO REQUIRES ALL UNIVERSITY EMPLOYEES TO, AMONG OTHER THINGS, AVOID REAL OR PERCEIVED CONFLICTS OF INTEREST; USE UNIVERSITY RESOURCES ONLY FOR LEGITIMATE UNIVERSITY BUSINESS; AND REPORT POSSIBLE VIOLATIONS OF THE POLICY, OTHER UNIVERSITY POLICIES, OR APPLICABLE LAW. MEMBERS OF THE UNIVERSITY COMMUNITY ARE ENCOURAGED TO REPORT COMPLIANCE CONCERNS THROUGH NORMAL LINES OF COMMUNICATION INCLUDING DISCUSSIONS WITH SUPERVISORS OR ADVISORS AND, IF NECESSARY, THROUGH THE TOLL-FREE HOTLINE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official DURING THE TAX YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTED ITS ANNUAL REVIEW OF COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND ALL OTHER UNIVERSITY OFFICERS, BASED ON A RECOMMENDATION FROM THE CHAIRMAN OF THE BOARD OF TRUSTEES IN THE CASE OF THE PRESIDENT'S COMPENSATION, AND RECOMMENDATIONS FROM THE PRESIDENT IN THE CASE OF OFFICER COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWED THESE RECOMMENDATIONS, INCLUDING A REVIEW OF COMPARABILITY DATA PROVIDED BY EXTERNAL CONSULTANTS, AND MADE FINAL DECISIONS REGARDING COMPENSATION. ALL DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN MINUTES MAINTAINED BY THE UNIVERSITY.
Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY'S ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICIES, AND MOST RECENT FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON THE UNIVERSITY'S WEBSITE, WWW.UCHICAGO.EDU.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 10289781, Related or Exempt Function Revenue: 10289781, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
University of Chicago
 
Employer identification number

36-2177139
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) UCHICAGO ARGONNE LLC
5801 S ELLIS AVENUE
CHICAGO,IL60637
68-0628477 		MANAGE LAB IL 1,290,770,876 0 UNIV OF CHICAGO
 
(2) UNIV OF CHICAGO FOUNDATION LTD
 
 
98-0525557 		FUNDRAISING UK 13,527,362 4,391,092 UNIV OF CHICAGO
 
(3) THEORY AND COMPUTING SCIENCES BUILDING TRUST
5801 S ELLIS AVENUE
CHICAGO,IL60637
51-6596577 		RESEARCH BUILDING IL 25,288,750 205,192,777 UNIV OF CHICAGO
 
(4) UCHICAGO TRADING
5801 S ELLIS AVENUE
CHICAGO,IL60637
30-0517735 		INVESTING CJ -1,657,811 1 UNIV OF CHICAGO
 
(5) UCHICAGO IMPACT LLC
1307 E 60TH STREET
CHICAGO,IL60637
61-1682394 		EDUCATION IL 4,587,890 5,767,723 UNIV OF CHICAGO
 
(6) HARPER COURT HOLDINGS LLC
5801 S ELLIS AVENUE
CHICAGO,IL60637
 HOLDING COMPANY IL 10,142,684 1,250,416 UNIV OF CHICAGO
 
(7) LPA MANAGEMENT LLC
5801 S ELLIS AVENUE
CHICAGO,IL60637
 PROPERTY MANAGEMENT IL 560,570 63,930 UNIV OF CHICAGO
 
(8) 6014 Cottage Grove LPA Holdings LLC
5801 S Ellis Avenue
Chicago,IL60637
 Property Holding Company IL 1,139,863 0 UNIV OF CHICAGO
 
(9) Center for Research in Security Prices LLC
105 West Adams Street Suite 1700
Chicago,IL60603
 Securities Research and Data IL 51,569,609 24,101,771 UNIV OF CHICAGO
 
(10) HARPER COURT HOLDINGS 2 LLC
5801 S ELLIS AVENUE
CHICAGO,IL60637
 HOLDING COMPANY IL 0 0 UNIV OF CHICAGO
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ASIAN HEALTH COALITION
180 W WASHINGTON ST SUITE 1000

CHICAGO,IL60602
31-1607193 		HEALTHCARE ACCESSIBILITY IL 501(c)(3) 10 UNIV OF CHICAGO
 
Yes
 
(2)ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUE

CHICAGO,IL60637
36-3485244 		TECH TRANSFER IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(3)CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREET

CHICAGO,IL60637
36-2167012 		POLICY RESEARCH CENTER IL 501(c)(3) 7 N/A
 
No
(4)CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-2169138 		SUPP RESEARCH IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(5)CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUE

CHICAGO,IL60637
23-7136019 		SUPP RESEARCH IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(6)COURT THEATRE FUND
5535 S ELLIS AVENUE

CHICAGO,IL60637
36-3203660 		SUPP THE ARTS IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(7)FERMI RESEARCH ALLIANCE LLC
PO BOX 500

BATAVIA,IL60510
57-1239010 		MANAGE LAB IL 501(c)(3) 7 N/A
 
No
(8)HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE ST SUITE 2131

CHICAGO,IL60602
46-6789522 		SUPP EDUCATION RESEARCH VA 501(c)(3) Type III-O N/A
 
No
(9)LAKE PARK ASSOCIATES
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6111317 		PROPERTY HOLDING IL 501(c)(2)   UNIV OF CHICAGO
 
Yes
 
(10)NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUE

CHICAGO,IL60603
36-2167808 		SO SCI SURVEYS IL 501(c)(3) 7 N/A
Yes
 
(11)THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUE

CHICAGO,IL60637
36-3155157 		SUPPORT THE LIBRARY IL 501(c)(3) Type III-O N/A
 
No
(12)THE MARINE BIOLOGICAL LABORATORY
7 MBL STREET

WOODS HOLE,MA02543
04-2104690 		RESEARCH AND EDUCATION MA 501(c)(3) 7 UNIV OF CHICAGO
 
Yes
 
(13)THE QUADRANGLE CLUB
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-1655190 		SOCIAL CLUB IL 501(c)(7)   UNIV OF CHICAGO
 
Yes
 
(14)UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUE

CHICAGO,IL60637
26-2741573 		RESEARCH IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(15)UNIV OF CHGO BOOTH SCHL OF BUSINESS
 
 
EDUCATION UK     UNIV OF CHICAGO
 
Yes
 
(16)UNIV OF CHGO BOOTH SCHL OF BUSINESS
 
 
EDUCATION SN     UNIV OF CHICAGO
 
Yes
 
(17)UNIV OF CHGO FOUNDATION IN HONG KONG LTD
 
 
FUNDRAISING HK     UNIV OF CHICAGO
 
Yes
 
(18)UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-4225812 		EDUCATION IL 501(c)(3) 2 UNIV OF CHICAGO
 
Yes
 
(19)UNIVERSITY OF CHICAGO CANCER RESEARCH Foundation
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6056201 		SUPP RESEARCH IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(20)UNIVERSITY OF CHICAGO CENTER IN PARIS
 
 
EDUCATION FR     UNIV OF CHICAGO
 
Yes
 
(21)UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREET

CHICAGO,IL60637
 SOCIAL CLUB IL     UNIV OF CHICAGO
 
Yes
 
(22)UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUE

CHICAGO,IL60637
36-3488183 		HOSPITAL IL 501(c)(3) 3 UNIV OF CHICAGO
 
Yes
 
(23)UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-6108743 		PROPERTY HOLDING IL 501(c)(2)   UNIV OF CHICAGO
 
Yes
 
(24)UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-3999692 		MEDICAL TRUST IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(25)UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUE

CHICAGO,IL60637
36-3020034 		MALPRACTICE TRUST IL 501(c)(3) Type I UNIV OF CHICAGO
 
Yes
 
(26)UNIVERSITY OF CHICAGO TRUST (INDIA)
L-9 east wing raheja towers mg r
BANGALORE,karnataka560001
IN
FUNDRAISING IN     UNIV OF CHICAGO
 
 
No
(27)UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC
208 SOUTH LASALLE STREET

CHICAGO,IL60604
36-3181170 		PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICES IL 501(c)(3) Type II UNIV OF CHICAGO MEDICAL CENTER
 
Yes
 
(28)UCM CARE NETWORK MEDICAL GROUP INC
5841 S Maryland Ave

CHICAGO,IL60637
47-4221241 		HEALTHCARE IL 501(c)(3) 10 University of Chicago Medicine Care Network LLC
 
 
No
(29)SOUTH EAST CHICAGO COMMISSION
1511 East 53rd Street

CHICAGO,IL60615
36-2226282 		ECONOMIC DEVELOPMENT IL 501(c)(3) 7 UNIV OF CHICAGO
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA

 
 
CONSULTING CH UNIVERSITY OF CHICAGO
  		  1,553,576 4,000,708 100 %   No
(2) UCHICAGO CENTER IN INDIA PRIVATE LIMITED

 
 
CONSULTING IN UNIVERSITY OF CHICAGO
  		  1,157,798 2,678,383 51 %   No
(3) SC CURRICULUM INC

70 WEST MADISON ST
CHICAGO,IL60603
 SCIENCE CURRICULUM IL UNIVERSITY OF CHICAGO
  		      100 %   No
(4) CHARITABLE REMAINDER TRUSTS (68)

5801 S ELLIS AVENUE
CHICAGO,IL60637
 CHARITABLE RMDR TRUST IL UNIVERSITY OF CHICAGO
  		      94 %   No
(5) CHARITABLE LEAD TRUST (0)

5801 S ELLIS AVENUE
CHICAGO,IL60637
 CHARITABLE LEAD TRUST IL UNIVERSITY OF CHICAGO
  		      100 %   No
(6) POOLED INCOME FUND (1)

5801 S ELLIS AVENUE
CHICAGO,IL60637
 POOLED INCOME FUND IL UNIVERSITY OF CHICAGO
  		      100 %   No
(7) PHOENIX OVERLAY FUND LTD

401 N MICHIGAN AVENUE
CHICAGO,IL60611
 INVESTING CJ UNIVERSITY OF CHICAGO
  		  -50,374 82,050 100 %   No
(8) UCHICAGO MEDICINE NORTHWEST INDIANA INC

5841 S MARYLAND AVE
Chicago,IL60637
92-2355855 		Healthcare IN UNIVERSITY OF CHICAGO MEDICAL CENTER
  		          No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UNIVERSITY OF CHICAGO MEDICAL CENTER

 A 476,439 CASH VALUE
(2) UNIVERSITY OF CHICAGO MEDICAL CENTER

 C 71,750,000 CASH VALUE
(3) UNIVERSITY OF CHICAGO MEDICAL CENTER

 N 22,292,966 CASH VALUE
(4) UNIVERSITY OF CHICAGO MEDICAL CENTER

 O 86,129,342 CASH VALUE
(5) UNIVERSITY OF CHICAGO MEDICAL CENTER

 P 579,403,713 CASH VALUE
(6) UNIVERSITY OF CHICAGO MEDICAL CENTER

 Q 421,816,801 CASH VALUE
(7) UNIVERSITY OF CHICAGO MEDICAL CENTER

 S 45,744,269 CASH VALUE
(8) UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION

 O 72,478 CASH VALUE
(9) UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION

 R 293,668 CASH VALUE
(10) LAKE PARK ASSOCIATES

 A 0 CASH VALUE
(11) LAKE PARK ASSOCIATES

 B 1,636,287 CASH VALUE
(12) LAKE PARK ASSOCIATES

 Q 1,883,217 CASH VALUE
(13) LAKE PARK ASSOCIATES

 S 0 CASH VALUE
(14) UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION

 B 2,020,212 CASH VALUE
(15) UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION

 C 2,539,475 CASH VALUE
(16) UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION

 O 0 CASH VALUE
(17) UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION

 P 100,588 CASH VALUE
(18) UNIVERSITY OF CHICAGO SELF INSURANCE TRUST

 R 13,401,222 CASH VALUE
(19) UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST

 R 0 CASH VALUE
(20) NATIONAL OPINION RESEARCH CENTER

 A 716,162 CASH VALUE
(21) THE QUADRANGLE CLUB

 Q 12,354 CASH VALUE
(22) FERMI RESEARCH ALLIANCE LLC

 S 1,309,298 CASH VALUE
(23) UNIVERSITY OF CHICAGO CENTER IN PARIS

 R 2,086,233 CASH VALUE
(24) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK

 N 1,523,459 CASH VALUE
(25) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK

 O 3,257,880 CASH VALUE
(26) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK

 P 239,368 CASH VALUE
(27) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK

 R 1,256,184 CASH VALUE
(28) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK

 S 6,155,476 CASH VALUE
(29) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE

 Q 0 CASH VALUE
(30) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE

 R 0 CASH VALUE
(31) UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE

 S 31,614 CASH VALUE
(32) UCHICAGO RESEARCH INTERNATIONAL LIMITED

 R 1,443,221 CASH VALUE
(33) UCHICAGO RESEARCH BANGLADESH LLC

 P 469,654 CASH VALUE
(34) THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD

 O 3,832,514 CASH VALUE
(35) THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD

 Q 2,431,988 CASH VALUE
(36) THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD

 R 3,567,330 CASH VALUE
(37) JOHN CRERAR FOUNDATION

 C 36,000 CASH VALUE
(38) UCHICAGO CENTER IN INDIA PRIVATE LIMITED

 P 20,294 CASH VALUE
(39) UCHICAGO CENTER IN INDIA PRIVATE LIMITED

 R 2,648,759 CASH VALUE
(40) HYMEN MILGROM SUPPORTING ORGANIZATION

 C 743,264 CASH VALUE
(41) CHAPIN HALL CENTER FOR CHILDREN

 R 473,000 CASH VALUE
(42) THE MARINE BIOLOGICAL LABORATORY

 R 13,542,492 CASH VALUE
(43) ASIAN HEALTH COALITION

 Q 686,155 CASH VALUE
(44) CHICAGO HOME FOR THE INCURABLES

 C 972,951 CASH VALUE
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part I IDENTIFICATION OF DISREGRDED 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 THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $205,192,777 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2022 IS $25,288,750. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $6,410,569 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $1,291 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES OF ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII, AND IX OF THE FORM 990. FOR PURPOSES OF COMPLETENESS, PLEASE NOTE THE FOLLOWING: THE ENTITIES LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER: UCMC COMMUNITY PHYSICIANS LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 38-3865637 PRIMARY ACTIVITY: PHYSICIAN SERVICES LEGAL DOMICILE: ILLINOIS UCMCN ACO LLC 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS INGALLS CARE NETWORK 5841 S MARYLAND AVE CHICAGO, IL 60637 PRIMARY ACTIVITY: HEALTH SERVICES LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4222269 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UCM GLOBAL LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 32-0579811 PRIMARY ACTIVITY: INTERNATIONAL MEDICAL CONSULTING LEGAL DOMICILE: ILLINOIS UCMC On-Campus Mammography Services, LLC f/k/a UCMC-Solis On-Campus Mammography Services, LLC and UCMC Off-Campus Mammography Services, LLC f/k/a UCMC-Solis Off-Campus Mammography Services, LLC were related organizations for a short transition period (March 31, 2023-June 30, 2023) before they were dissolved. ALSO NOTE: THE UNIVERSITY OF CHICAGO MEDICAL CENTER IS A LESS THAN 50% MEMBER IN A JOINT VENTURE WITH: UCMC/SCH ONCOLOGY JV LLC, A TAX EXEMPT ENTITY, 1850 SILVER CROSS BLVD, NEW LENOX, IL 60451, EIN: 32-2436795 AND THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, IS THE SOLE MEMBER OF THE FOLLOWING RELATED ENTITIES: UCM CARE NETWORK MEDICAL GROUP INC. 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4221241 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK AFFILIATED PHYSICIANS LLC, 5841 S. MARYLAND, CHICAGO, IL 60637, EIN: 47-4233918 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS THE FOLLOWING ENTITY IS A DISREGARDED ENTITY OF UCHICAGO RESEARCH INTERNATIONAL, A RELATED ENTITY: UCHICAGO RESEARCH BANGLADESH LLC, 5801 S. ELLIS AVENUE, CHICAGO, IL 60637 PRIMARY ACTIVITY: SUPPORT RESEARCH LEGAL DOMICILE: ILLINOIS
Schedule R (Form 990) 2021

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