efile Public Visual Render
ObjectId: 201631339349302453 - Submission: 2016-05-12
TIN: 36-2177139
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
14
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
,
IL
60637
68-0628477
MANAGE LAB
IL
712,829,803
UNIV OF CHICAGO
(2)
UNIV OF CHICAGO FOUNDATION LTD
5TH FL ALDER CASTLE 10 NOBLE
LONDON
UK
98-0525557
FUNDRAISING
UK
903,540
14,409
UNIV OF CHICAGO
(3)
THEORY AND COMPUTING SCIENCES
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
51-6596577
RESEARCH BUILDING
IL
7,753,063
70,992,074
UNIV OF CHICAGO
(4)
UCHICAGO TRADING
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
30-0517735
INVESTING
IL
11,418,341
6,377,193
UNIV OF CHICAGO
(5)
MAROON INVESTMENTS LLC
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
HOLDING COMPANY
IL
0
0
UNIV OF CHICAGO
(6)
UCHICAGO IMPACT LLC
1307 E 60TH STREET
CHICAGO
,
IL
60637
61-1682394
EDUCATION
IL
8,520,785
7,814,606
UNIV OF CHICAGO
(7)
HARPER COURT LLC
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
HOLDING COMPANY
IL
8,815,003
-5,560,079
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)
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUE
CHICAGO
,
IL
60637
36-3485244
TECH TRANSFER
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(2)
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREET
CHICAGO
,
IL
60637
36-2167012
POLICY RESEARCH CENTER
IL
501 (C) (3)
LINE 7
No
(3)
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
23-7136019
SUPP RESEARCH
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(4)
COURT THEATRE FUND
5535 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-3203660
SUPP THE ARTS
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(5)
FERMI RESEARCH ALLIANCE LLC
PO BOX 500
BATAVIA
,
IL
60510
57-1239010
MANAGE LAB
IL
501 (C) (3)
LINE 7
N/A
No
(6)
HYMEN MILGROM SUPPORTING ORGANIZATION
33 NLASALLE ST SUITE 2131
CHICAGO
,
IL
60602
46-6789522
SUPP EDUCATION RESEARCH
VA
No
(7)
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-6111317
PROPERTY HOLDING
IL
501 (C) (2)
UNIV OF CHICAGO
No
(8)
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUE
CHICAGO
,
IL
60603
36-2167808
SO SCI SURVEYS
IL
501 (C) (3)
LINE 7
N/A
No
(9)
PHOENIX OVERLAY FUND LTD
401 N MICHIGAN AVE C/O INVST OFFICE
CHICAGO
,
IL
60611
INVESTING
CJ
UNIV OF CHICAGO
No
(10)
SOUTHEAST CHICAGO COMMISSION
1511 EAST 53RD STREET
CHICAGO
,
IL
60615
36-2226282
COMMUNITY SERVICES
IL
501 (C) (3)
LINE 7
UNIV OF CHICAGO
No
(11)
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-3155157
SUPPORT THE LIBRARY
IL
501 (C) (3)
LINE 11A, I
No
(12)
THE MARINE BIOLOGICAL LABORATORY
7 MBL STREET
WOODS HOLE
,
MA
02543
04-2104690
RESEARCH AND EDUCATION
MA
501 (C) (3)
LINE 7
UNIV OF CHICAGO
No
(13)
THE QUADRANGLE CLUB
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-1655190
SOCIAL CLUB
IL
501 (C) (7)
UNIV OF CHICAGO
No
(14)
UCHICAGO RESEARCH BANGLADESH LTD
HSE 388 ROAD 24 NEW DOH
DHAKA
BG
RESEARCH
BG
UCHGO RSCH INTL
No
(15)
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
26-2741573
RESEARCH
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(16)
UNIV OF CHGO BOOTH SCHL OF BUSINESS
WOOLGATE EXCHANGE 25 BASINGHAL
LONDON
UK
EDUCATION
UK
UNIV OF CHICAGO
No
(17)
UNIV OF CHGO BOOTH SCHL OF BUSINESS
101PENANG RD 238466
SINGAPORE
SN
EDUCATION
SN
UNIV OF CHICAGO
No
(18)
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
RM100 FAR EAST CTR C/O WM FAN CO
HONG KONG
HK
FUNDRAISING
HK
UNIV OF CHICAGO
No
(19)
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-4225812
EDUCATION
IL
501 (C) (3)
LINE 2
UNIV OF CHICAGO
No
(20)
UNIVERSITY OF CHICAGO CANCER RESEARCH FUND
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-6056201
SUPP RESEARCH
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(21)
UNIVERSITY OF CHICAGO CENTER IN PARIS
6 RUE THOMAS MANN 75013
PARIS
FR
EDUCATION
FR
UNIV OF CHICAGO
No
(22)
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREET
CHICAGO
,
IL
60637
SOCIAL CLUB
IL
UNIV OF CHICAGO
No
(23)
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUE
CHICAGO
,
IL
60637
36-3488183
HOSPITAL
IL
501 (C) (3)
LINE 3
UNIV OF CHICAGO
No
(24)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-6108743
PROPERTY HOLDING
IL
501 (C) (2)
UNIV OF CHICAGO
No
(25)
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-3999692
MEDICAL TRUST
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(26)
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
36-3020034
MALPTRACTICE TRUST
IL
501 (C) (3)
LINE 11A, I
UNIV OF CHICAGO
No
(27)
UNIVERSITY OF CHICAGO TRUST (INDIA)
GB10-12 CLAIRMONT APTS RST HSE
BANGALORE
IN
FUNDRAISING
IN
UNIV OF CHICAGO
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Page 2
Schedule R (Form 990) 2014
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
UNIT 1-10 CULTURE PL OF REMMIN UNI
BEIJING
CH
CONSULTING
CH
2,243,617
3,061,328
100.000 %
No
(2)
CHARITABLE REMAINDER TRUSTS (85)
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
CHARITABLE RMDR TR
IL
94.000 %
No
(3)
CHARITABLE LEAD TRUST (1)
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
CHARITABLE LEAD TR
IL
100.000 %
No
(4)
POOLED INCOME FUND (1)
5801 S ELLIS AVENUE
CHICAGO
,
IL
60637
POOLED INCOME FUND
IL
100.000 %
No
(5)
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
UNIT 5-10 GRD FL DLF CAPITAL POINT
NEW DEHLI
IN
CONSULTING
IN
1,552,513
2,737,654
51.000 %
No
Schedule R (Form 990) 2014
Page 3
Schedule R (Form 990) 2014
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
6,999
CASH VALUE
(2)
UNIVERSITY OF CHICAGO MEDICAL CENTER
B
385,737
CASH VALUE
(3)
UNIVERSITY OF CHICAGO MEDICAL CENTER
C
71,750,000
CASH VALUE
(4)
UNIVERSITY OF CHICAGO MEDICAL CENTER
N
2,303,057
CASH VALUE
(5)
UNIVERSITY OF CHICAGO MEDICAL CENTER
O
114,447,942
CASH VALUE
(6)
UNIVERSITY OF CHICAGO MEDICAL CENTER
P
440,883,985
CASH VALUE
(7)
UNIVERSITY OF CHICAGO MEDICAL CENTER
Q
227,232,997
CASH VALUE
(8)
UNIVERSITY OF CHICAGO MEDICAL CENTER
R
1,148,154,154
CASH VALUE
(9)
UNIVERSITY OF CHICAGO MEDICAL CENTER
S
1,277,568,415
CASH VALUE
(10)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
O
62,109
CASH VALUE
(11)
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION
S
215,127
CASH VALUE
(12)
LAKE PARK ASSOCIATES
A
8,944
CASH VALUE
(13)
LAKE PARK ASSOCIATES
B
4,280,242
CASH VALUE
(14)
LAKE PARK ASSOCIATES
Q
1,768,414
CASH VALUE
(15)
LAKE PARK ASSOCIATES
S
2,278,614
CASH VALUE
(16)
LAKE PARK ASSOCIATES
C
12,574,436
CASH VALUE
(17)
UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION
B
2,911,903
CASH VALUE
(18)
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
C
1,310,849
CASH VALUE
(19)
UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION
O
238,826
CASH VALUE
(20)
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
R
20,506,673
CASH VALUE
(21)
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
R
7,954,624
CASH VALUE
(22)
NATIONAL OPINION RESEARCH CENTER
A
867,283
CASH VALUE
(23)
THE QUADRANGLE CLUB
B
50,000
CASH VALUE
(24)
THE QUADRANGLE CLUB
S
201,380
CASH VALUE
(25)
FERMI RESEARCH ALLIANCE LLC
S
613,867
CASH VALUE
(26)
UNIVERSITY OF CHICAGO CENTER IN PARIS
R
1,848,354
CASH VALUE
(27)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
A
401,374
CASH VALUE
(28)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
N
1,300,619
CASH VALUE
(29)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
O
3,683,776
CASH VALUE
(30)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD UK
Q
468,283
CASH VALUE
(31)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
N
787,737
CASH VALUE
(32)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
O
1,095,338
CASH VALUE
(33)
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS LTD SINGAPORE
Q
270,379
CASH VALUE
(34)
UCHICAGO RESEARCH INTERNATIONAL LIMITED
R
2,441,000
CASH VALUE
(35)
UCHICAGO RESEARCH BANGLADESH
R
600,000
CASH VALUE
(36)
UCHICAGO CENTER IN INDIA PRIVATE LIMITED
R
2,887,226
CASH VALUE
(37)
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
N
1,372,349
CASH VALUE
(38)
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
O
1,865,921
CASH VALUE
(39)
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
Q
1,420,339
CASH VALUE
(40)
THE UNIVERSITY OF CHICAGO FOUNDATION IN HONG KONG LTD
R
4,692,512
CASH VALUE
(41)
SOUTHEAST CHICAGO COMMISSION
O
177,073
CASH VALUE
(42)
SOUTHEAST CHICAGO COMMISSION
R
499,008
CASH VALUE
(43)
PHOENIX OVERLAY FUND
S
300,000
CASH VALUE
(44)
HYMEN MILGROM SUPPORTING ORGANIZATION
C
1,185,632
CASH VALUE
(45)
CHAPIN HALL CENTER FOR CHILDREN
R
476,000
CASH VALUE
(46)
JOHN CRERAR FOUNDATION
C
22,420
CASH VALUE
(47)
THE MARINE BIOLOGICAL LABORATORY
R
13,165,000
CASH VALUE
Schedule R (Form 990) 2014
Page 4
Schedule R (Form 990) 2014
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) 2014
Page 5
Schedule R (Form 990) 2014
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
PART I IDENTIFICATION OF DISREGARDED ENTITIES
THEORY & COMPUTING SCIENCES BUILDING TRUST - THE UNIVERSITY IS THE 100% BENEFICIARY OF THE TRUST, BUT DOES NOT CONTROL THE TRUST. AS SUCH, THE INCOME AND ASSETS OF THE TRUST ARE NOT SHOWN ON THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE THE BASIS FOR THE 990 PART VIII, LINE 12 AND PART X, LINE 16. THE END OF THE YEAR ASSET BALANCE IS $70,992,074 AND THE INCOME FOR THE PERIOD ENDING DECEMBER 31, 2014 IS $7,753,063. UCHICAGO ARGONNE LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO, MANAGES ARGONNE NATIONAL LABORATORY. UCHICAGO ARGONNE LLC EARNED A MANAGEMENT FEE OF $3,736,500 FOR THE TAX YEAR. THE TOTAL EXPENDITURES AT ARGONNE NATIONAL LABORATORY WERE APPROXIMATELY $713 MILLION FOR THE TAX YEAR. THE FUNDING AND THE EXPENDITURES OF ARGONNE HAVE BEEN INCLUDED IN PARTS III, VIII, AND IX OF THE FORM 990. FOR PURPOSES OF COMPLETENESS, PLEASE NOTE THE FOLLOWING: THE ENTITIES LISTED BELOW ARE DISREGARDED ENTITIES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER: UCMC COMMUNITY PHYSICIANS LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 38-3865637 PRIMARY ACTIVITY: PHYSICIAN SERVICES LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK LLC, 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4222269 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS ALSO NOTE: THE UNIVERSITY OF CHICAGO MEDICAL CENTER IS A LESS THAN 50% MEMBER IN A JOINT VENTURE WITH UCMC/SCH ONCOLOGY JV LLC, A TAX EXEMPT ENTITY, 1850 SILVER CROSS BLVD, NEW LENOX, IL 60451, EIN: 32-2436795 AND THE UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK, LLC, A DISREGARDED ENTITY OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, IS THE SOLE MEMBER OF THE FOLLOWING RELATED ENTITIES: UCM CARE NETWORK MEDICAL GROUP INC. 5841 S. MARYLAND AVE., CHICAGO, IL 60637 EIN: 47-4221241 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS UNIVERSITY OF CHICAGO MEDICINE CARE NETWORK AFFILIATED PHYSICIANS LLC, 5841 S. MARYLAND, CHICAGO, IL 60637, EIN: 47-42339818 PRIMARY ACTIVITY: HEALTHCARE LEGAL DOMICILE: ILLINOIS
Schedule R (Form 990) 2014
Additional Data
Software ID:
Software Version: