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UNIVERSITY OF CHICAGO RETIREE MEDICAL TR

EIN 36-3999692 CHICAGO, IL

Revenue 2024
$4,809,992
Expenses 2024
$1,323,613

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

As filed

Subsection
03
NTEE code
Y20
Classification
1000
Street
5801 S ELLIS AVENUE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $4,809,992
    Expenses
    $1,323,613
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $39,822,192
    Expenses
    $11,437
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $1,522,655
    Expenses
    $0
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,829,374
    Expenses
    $7,985
    Assets (EOY)
    $98,808,264

  • 2020 · 990

    Revenue
    $4,171,517
    Expenses
    $0
    Assets (EOY)
    $111,976,713

  • 2019 · 990

    Revenue
    $3,781,287
    Expenses
    $1,640
    Assets (EOY)
    $93,541,115

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Declared as related by

The most recent declarers. The API serves every row.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

Related corporations and trusts on its 2024 return

  • ABRAMS BISON OFFSHORE FUND LTD

    C Corporation · INVESTMENT · CJ

  • CAPSTONE CPP 2012 1 FUND

    C Corporation · INVESTMENT · CJ

  • CHARITABLE LEAD TRUST (0)

    Trust · CHAR LEAD TRUST · IL

  • CHARITABLE REMAINDER TRUSTS (69)

    Trust · CHAR RMDR TRUST · IL

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

    C Corporation · LIAB INSURANCE · CJ

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

    C Corporation · LIAB INSURANCE · CJ

  • INGALLS CASUALTY INSURANCE LTD

    C Corporation · LIAB INSURANCE · CJ

  • INGALLS HEALTH COUNCIL

    C Corporation · PURCHASING GROUP · IL

  • INGALLS PROVIDER GROUP

    C Corporation · INSURANCE SERVICE · IL

  • KOHINOOR CORE (CAYMAN) FUND

    C Corporation · INVESTMENT · CJ

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

    C Corporation · LIAB INSURANCE · CJ

  • PENSO FUND PLATFORM SPC - SEG PORT

    C Corporation · INVESTMENT · CJ

  • PHOENIX OVERLAY FUND LTD

    C Corporation · INVESTMENT · CJ

  • POOLED INCOME FUND (1)

    C Corporation · POOLED INCO FUND · IL

  • SC CURRICULUM INC

    C Corporation · SCNC CURRICULUM · IL

  • SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED

    C Corporation · LIAB INSURANCE · CJ

  • STANDARD GENERAL OFFSHORE FUND LTD

    C Corporation · INVESTMENT

  • TARPON ALL EQUITIES FUND LP

    C Corporation · INVESTMENT · CJ

  • TRULEN INSURANCE SPC LIMITED

    C Corporation · LIAB INSURANCE · CJ

  • UCHICAGO (BEIJING) CONSULTING CO LTD

    C Corporation · CONSULTING · CH

  • UCHICAGO CENTER IN INDIA PRIVATE LIMITED

    C Corporation · CONSULTING · IN

  • UCM SERVICES CORPORATION

    C Corporation · BILLING & MGMT · IL

  • VIEWFORTH EUROPEAN EQUITY FUND LIMITED

    C Corporation · INVESTMENT · CJ

  • WHITEOAK AVOLUTION CO-INVESTMENT TRUST

    Trust · INVESTMENT · AS

  • WHITEOAK IIB TRUST

    Trust · INVESTMENT · AS

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.