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← UNIVERSITY OF CHICAGO RETIREE MEDICAL TR

Form 990 for tax year 2024

Filed by UNIVERSITY OF CHICAGO RETIREE MEDICAL TR.

Totals

Total revenue
$4,809,992
Total expenses
$1,323,613
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$4,809,105
Other revenue
$887
Total assets, end of year
$134,848,617
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$134,848,617
Program services expenses (Part IX)
$1,323,613
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,322,726

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $3,334,805 · excluded $3,334,805

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $5,715,761

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

    securities $4,241,461

  • 7c · Gain or loss

    securities $1,474,300 · other assets $0

  • 7d · Net gain or loss

    total $1,474,300 · excluded $1,474,300

  • 11a · Other revenue: MISCELLANOUS INCOME

    total $887 · related or exempt $887

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $887

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11f · Fees: investment management

    total $2,194 · program services $2,194 · management and general $0 · fundraising $0

  • 11g · Fees: other

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

  • 24a · Other expenses: MEDICAL REIMBURSEMENT

    total $1,321,419 · program services $1,321,419 · 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.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    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 $122,482,409 · end of year $134,848,617

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    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

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    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 $122,482,409 · end of year $134,848,617

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

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 FY2025 WERE $2,194 FOR INVESTMENT FEES PAID. THE TRUST MADE DISBURSEMENTS OF $1,320,532 IN FY2025.

    Expenses $1,322,726

As filed on the 2024 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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CAIRNGORM CAPITAL PARTNERS III ANNEX LP

    N/A · INVESTMENT · GK

    Directly controlled by NA

  • CAIRNGORM CAPITAL PARTNERS III CO-INVEST B LP

    N/A · INVESTMENT · GK

    Directly controlled by NA

  • CAIRNGORM CAPITAL PARTNERS III CO-INVEST C LP

    N/A · INVESTMENT · GK

    Directly controlled by NA

  • CAIRNGORM CAPITAL PARTNERS III CO-INVEST D LP

    N/A · INVESTMENT · GK

    Directly controlled by NA

  • CHALFEN VENTURES CO-INVEST II LP

    N/A · INVESTMENT · JE

    Directly controlled by NA

  • HARPER COURT VENTURES FUND I LP

    N/A · INVESTMENT · CA

    Directly controlled by NA

  • INGALLS SAME DAY SURGERY

    N/A · SURGERY CENTER · IL

    Directly controlled by NA

  • IRON POINT REAL ESTATE PARTNERS - TE(C) LP

    N/A · INVESTMENT · TX

    Directly controlled by NA

  • JAPAN ABSOLUTE VALUE FUND LP

    N/A · INVESTMENT · MA

    Directly controlled by NA

  • LONG PATH PARTNERS FUND LP

    N/A · INVESTMENT · CT

    Directly controlled by NA

  • LORIENT ROBIN INVESTMENT LP

    N/A · INVESTMENT · MI

    Directly controlled by NA

  • NEEDLE 2023-1 LLC

    N/A · INVESTMENT · CA

    Directly controlled by NA

  • NYDIG DIGITAL ASSETS FUND V LP

    N/A · INVESTMENT · NY

    Directly controlled by NA

  • SILKROAD ASIA VALUE PTNERS II CO VISTRA (CAYMAN) LIMITED

    N/A · INVESTMENT · CJ

    Directly controlled by NA

  • SUNTX CAPITAL PARTNERS LP

    N/A · INVESTMENT · TX

    Directly controlled by NA

  • SYSTEMATIC HOLDING C AB

    N/A · INVESTMENT · SW

    Directly controlled by NA

Related corporations and trusts

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

  • ABRAMS BISON OFFSHORE FUND LTD

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • CAPSTONE CPP 2012 1 FUND

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • CHARITABLE LEAD TRUST (0)

    Trust · CHAR LEAD TRUST · IL

    Directly controlled by UChicago

  • CHARITABLE REMAINDER TRUSTS (69)

    Trust · CHAR RMDR TRUST · IL

    Directly controlled by UChicago

  • EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMIT ED

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • INGALLS CASUALTY INSURANCE LTD

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • INGALLS HEALTH COUNCIL

    C Corporation · PURCHASING GROUP · IL

    Directly controlled by UCMN

  • INGALLS PROVIDER GROUP

    C Corporation · INSURANCE SERVICE · IL

    Directly controlled by IMH

  • KOHINOOR CORE (CAYMAN) FUND

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L IMITED

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • PENSO FUND PLATFORM SPC - SEG PORT

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • PHOENIX OVERLAY FUND LTD

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • POOLED INCOME FUND (1)

    C Corporation · POOLED INCO FUND · IL

    Directly controlled by UChicago

  • SC CURRICULUM INC

    C Corporation · SCNC CURRICULUM · IL

    Directly controlled by UChicago

  • SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • STANDARD GENERAL OFFSHORE FUND LTD

    C Corporation · INVESTMENT

    Directly controlled by UChicago

  • TARPON ALL EQUITIES FUND LP

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • TRULEN INSURANCE SPC LIMITED

    C Corporation · LIAB INSURANCE · CJ

    Directly controlled by UCMN

  • UCHICAGO (BEIJING) CONSULTING CO LTD

    C Corporation · CONSULTING · CH

    Directly controlled by URI

  • UCHICAGO CENTER IN INDIA PRIVATE LIMITED

    C Corporation · CONSULTING · IN

    Directly controlled by UChicago

  • UCM SERVICES CORPORATION

    C Corporation · BILLING & MGMT · IL

    Directly controlled by UCMN

  • VIEWFORTH EUROPEAN EQUITY FUND LIMITED

    C Corporation · INVESTMENT · CJ

    Directly controlled by UChicago

  • WHITEOAK AVOLUTION CO-INVESTMENT TRUST

    Trust · INVESTMENT · AS

    Directly controlled by UChicago

  • WHITEOAK IIB TRUST

    Trust · INVESTMENT · AS

    Directly controlled by UChicago

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.1
Source object
202601349349304325

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