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← UNIVERSITY OF CHICAGO RETIREE MEDICAL TR

Form 990 for tax year 2022

Filed by UNIVERSITY OF CHICAGO RETIREE MEDICAL TR.

Totals

Total revenue
$1,522,655
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,522,655
Other revenue
$0
Total assets, end of year
$107,806,112
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$107,806,112
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: FUNDING OF TRUST

    total $0 · related or exempt $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,447,609 · excluded $1,447,609

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $75,046

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $75,046 · other assets $0

  • 7d · Net gain or loss

    total $75,046 · excluded $75,046

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $0 · program services $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $98,808,264 · end of year $107,806,112

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $98,808,264 · end of year $107,806,112

Mission and programs · 2022

Mission

THE PURPOSE OF THE TRUST IS TO SUPPORT AND BENEFIT THE UNIVERSITY OF CHICAGO, A 501(C)(3) EXEMPT ORGANIZATION, BY PROVIDING MEDICAL REIMBURSEMENT ON BEHALF OF THE UNIVERSITY'S RETIRED FORMER EMPLOYEES.

  • The expenses in FY2023 were zero. THE TRUST DID NOT MAKE ANY DISBURSEMENTS IN FY2023.

As filed on the 2022 return.

Listed in Part VII

  • University of Chicago

    institutional Trustee

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UCHICAGO (BEIJING) CONSULTING COMPANY LTD CHINA

    CONSULTING · CH

    Directly controlled by UNIVERSITY OF CHICAGO

  • UCHICAGO CENTER IN INDIA PRIVATE LIMITED

    CONSULTING · IN

    Directly controlled by UNIVERSITY OF CHICAGO

  • SC CURRICULUM INC

    SCIENCE CURRICULUM · IL

    Directly controlled by UNIVERSITY OF CHICAGO

  • PHOENIX OVERLAY FUND LTD

    INVESTING · CJ

    Directly controlled by UNIVERSITY OF CHICAGO

  • UCHICAGO MEDICINE NORTHWEST INDIANA INC

    Healthcare · IN

    Directly controlled by UNIVERSITY OF CHICAGO MEDICAL CENTER

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441349349302644

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