2025-05-15T10:19:53+00:00 2024-06-30 990 2023-07-01 821736040 UCMC Title Holding Corporation II NFP UCMC 7737021998 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 IVAN SAMSTEIN CHAIRMAN 7737021000 2025-05-15 2023 2025-03-06 01:10:19Z IVAN SAMSTEIN 5841 S Maryland Avenue MC-1000 Chicago IL 60637 1136127 false X UCHICAGOMEDICINE.ORG X 2016 IL THE CORPORATION IS ORGANIZED/OPERATED, FOR THE BENEFIT OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, A TAX-EXEMPT ORGANIZATION RECOGNIZED AS A PUBLIC CHARITY UNDER 501(C)(3). 4 0 0 0 0 0 0 0 1174562 1136126 0 1 0 0 1174562 1136127 0 0 0 0 0 0 0 0 466022 488837 466022 488837 708540 647290 29956523 30662437 26912092 26970716 3044431 3691721 THE CORPORATION IS ORGANIZED/OPERATED FOR THE BENEFIT OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER, A TAX-EXEMPT ORGANIZATION RECOGNIZED AS A PUBLIC CHARITY UNDER 501(C)(3). false false 488557 1136126 LEASING OF FACILITIES AND EQUIPMENT TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER. 488557 true false false false false false false false false false false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 4 0 false false false false false true true true true false false true true true true true true false false false X PHILLIP KAUFMAN 7738342065 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 IVAN SAMSTEIN CHAIRMAIN AND DIRECTOR 1.0 59.0 X X 0 1704200 233504 JUSTIN KATS SECRETARY (THRU 3/22/24) 1.0 40.0 X X 0 304612 57965 MICHELLE SALOMON SECRETARY 1.0 45.0 X X 0 246423 37327 PHILLIP KAUFMAN BOARD MEMBER/TREASURER 1.0 45.0 X X 0 688969 96318 SHANNON SEAY BOARD MEMBER (EFF 4/12/24) 1.0 40.0 X 0 203304 43729 ANN MCCOLGAN TREASURER (THRU 5/1/23) 0.0 0.0 X 0 271598 26286 GARY GASBARRA DIRECTOR (THRU 12/6/22) 0.0 0.0 X 0 431338 15856 0 3850444 510985 0 true true false 0 0 LEASE INCOME 531190 1136126 1136126 0 0 0 0 1136126 1 1 0 0 0 0 0 0 0 0 0 1136127 1136126 0 1 X 280 280 213075 213075 0 0 275482 275482 0 0 0 0 488837 488557 280 0 1069636 499874 0 0 0 0 292277 543112 0 0 0 0 0 0 28594610 29619451 29956523 30662437 384111 442735 0 0 25976000 25976000 551981 551981 26912092 26970716 3044431 3691721 3044431 3691721 29956523 30662437 647290 0 X false true X true false X X X 1 UNIVERSITY OF CHICAGO MEDICAL CENTER 363488183 3 true 0 1136126 1 0 1136126 true false false false false false false false false false false false false false false true false Schedule A, Part I, Line 12g(vi) AMOUNT OF OTHER SUPPORT LEASE INCOME - $1,136,126 LOAN RECEIVABLE 24222696 INTERCOMPANY RECEIVABLE 5396755 29619451 OTHER LIABILITIES DUE TO AFFILIATES 551981 551981 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The System applies ASC Topic 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. ASC Topic 740 prescribes a more likely than not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC Topic 740, tax positions are evaluated for recognition, derecognition, and measurement using consistent criteria and provide more information about the uncertainty in income tax assets and liabilities. As of June 30, 2024 and 2023, UCMC TITLE HOLDING CORPORATION II NFP does not have an asset or liability recorded for unrecognized tax positions. true true false false false false false GARY GASBARRA DIRECTOR (THRU 12/6/22) 0 0 0 39157 0 392181 0 0 0 15856 0 447194 0 39556 ANN MCCOLGAN TREASURER (THRU 5/1/23) 0 91513 0 59570 0 120515 0 8158 0 18128 0 297884 0 81828 JUSTIN KATS SECRETARY (THRU 3/22/24) 0 265661 0 37764 0 1187 0 20609 0 37356 0 362577 0 0 PHILLIP KAUFMAN BOARD MEMBER/TREASURER 0 399616 0 99823 0 189530 0 67741 0 28577 0 785287 0 179087 MICHELLE SALOMON SECRETARY 0 196667 0 17772 0 31984 0 35953 0 1374 0 283750 0 0 IVAN SAMSTEIN CHAIRMAIN AND DIRECTOR 0 1067829 0 598691 0 37680 0 195751 0 37753 0 1937704 0 0 SHANNON SEAY BOARD MEMBER (EFF 4/12/24) 0 179919 0 22586 0 799 0 14320 0 29409 0 247033 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment IN CALENDAR YEAR 2023, GARY GASBARRA RECEIVED SEVERANCE PAYMENTS FOLLOWING HIS TERMINATION OF EMPLOYMENT ($356,631). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH A RELATED ENTITY MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2024 FOR CALENDAR YEAR 2023: PHILLIP KAUFMAN MICHELLE SALOMON IVAN SAMSTEIN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2023 W-2S): PHILLIP KAUFMAN - $179,087 ANN MCCOLGAN - $81,828 THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL RETIREMENT PLAN FOLLOWING THEIR TERMINATION OF EMPLOYMENT, IN ACCORDANCE WITH THE GOVERNING PLAN DOCUMENT. GARY GASBARRA - $39,556 ANN MCCOLGAN - $131,854 SOME OF THESE AMOUNTS WERE PREVIOUSLY REPORTED ON A PRIOR FORM 990 AS DEFERRED COMPENSATION AS SET FORTH IN COLUMN (F) OF PART II. Schedule J, Part II TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2023 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR AS COMPENSATION FOR A COMBINATION OF SERVICES AND SEVERANCE: GARY GASBARRA AND ANN MCCOLGAN Form 990, Part VI, Line 15a 15b UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS RESPONSIBLE FOR DETERMINING AND ADMINISTERING COMPENSATION FOR ALL OFFICERS OF EACH RESPECTIVE ENTITY WITHIN THE UNIVERSITY OF CHICAGO MEDICAL CENTER CORPORATE STRUCTURE. BELOW IS THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL, OTHER OFFICERS AND KEY EMPLOYEES. THE UCMC COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF UCMC TITLE HOLDING CORPORATION II NFP'S EXECUTIVE COMPENSATION DECISION-MAKING PROCESS. ITS REVIEW PROCESS IS DESIGNED TO SATISFY THE PROCEDURAL CRITERIA NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (UNDER INTERMEDIATE SANCTIONS REGULATIONS) WITH RESPECT TO THE TOTAL COMPENSATION AND BENEFITS PROVIDED. THE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES WHO ARE "DISINTERESTED" WITHIN THE MEANING OF INTERMEDIATE SANCTIONS REGULATIONS. IT REVIEWS AND APPROVES COMPENSATION AND EMPLOYEE BENEFITS PROVIDED TO UCMC TITLE HOLDING CORPORATION II NFP'S PRESIDENT AND OTHER OFFICERS BY FOLLOWING ITS WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT AND WRITTEN COMPENSATION REVIEW PROCESS, WHICH INCLUDES SEEKING COUNSEL FROM OUTSIDE PROFESSIONAL ADVISORS AND RELYING IN ADVANCE ON APPROPRIATE COMPARABILITY DATA (FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS) PROVIDED BY AN INDEPENDENT THIRD-PARTY CONSULTANT. THE COMMITTEE REVIEWS AND APPROVES ALL NEW COMPENSATION RANGES, AS WELL AS CURRENT PACKAGES FOR NEWLY HIRED EXECUTIVES, AS NEEDED, BUT NO LESS FREQUENTLY THAN ANNUALLY. IT PREPARES A TIMELY AND THOROUGH WRITTEN RECORD OF ITS DELIBERATIONS AND CONCLUSIONS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body UCMC TITLE HOLDING CORPORATION II NFP IS ORGANIZED, AND AT ALL TIMES THEREAFTER IS OPERATED, EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC), A TAX-EXEMPT ORGANIZATION RECOGNIZED AS A PUBLIC CHARITY UNDER SECTIONS 501(C)(3) AND 509(A)(1) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"). AT LEAST ONE MEMBER OF THE BOARD OF DIRECTORS OF UCMC TITLE HOLDING CORPORATION II NFP SHALL BE APPOINTED BY UCMC. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders UCMC TITLE HOLDING CORPORATION II NFP IS A TYPE I SUPPORTING ORGANIZATION OF THE UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC), THE SUPPORTED ORGANIZATION. UCMC TITLE HOLDING CORPORATION II NFP SHALL NOT ADOPT ANY INVESTMENT POLICIES, AUTHORIZE ANY GRANTS OR MODIFY THE PLANNED USE OF UCMC TITLE HOLDING CORPORATION II NFP'S ASSETS OR INCOME WITHOUT THE APPROVAL OF UCMC. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared internally by the UCMC tax department using information provided by management. The full form, including supplemental schedules, is reviewed in detail by the Tax Director. At its regularly scheduled meeting, the compensation committee of the UCMC Board of Trustees is provided a draft copy of portions of the Form 990. The final complete version of the Form 990 is then distributed to all voting members of the Board of Directors prior to its filing. Form 990, Part VI, Line 12c Conflict of interest policy UCMC TITLE HOLDING CORPORATION II NFP HAS A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND TRUSTEES. THE POLICY CONTAINS CERTAIN PROHIBITIONS AS WELL AS DISCLOSURE REQUIREMENTS, AND ENCOURAGES QUESTIONS DIRECTED TO THE COMPLIANCE OFFICE AND LEGAL AFFAIRS. DURING THIS TAX YEAR, UCMC TITLE HOLDING CORPORATION II NFP SURVEYED TRUSTEES, OFFICERS, MANAGERIAL EMPLOYEES, AND INFLUENTIAL MEDICAL STAFF MEMBERS, SEEKING DISCLOSURES OF VARIOUS RELATIONSHIPS, INCLUDING RELATIONSHIPS DISCLOSED IN THIS FORM 990. IN ADDITION, CERTAIN CHAIRS OF COMMITTEES, SUCH AS THE PHARMACY AND THERAPEUTICS COMMITTEE OF THE MEDICAL STAFF, AT MONTHLY MEETINGS ASK FOR ORAL DISCLOSURES OF POTENTIAL CONFLICTS. UPON REQUEST, THE COMPLIANCE OFFICER AND THE OFFICE OF LEGAL AFFAIRS PROVIDE EDUCATIONAL SESSIONS. UCMC TITLE HOLDING CORPORATION II NFP NOTES THAT RESEARCHER CONFLICTS ARE MANAGED BY THE UNIVERSITY OF CHICAGO. THE CONFLICT-OF-INTEREST POLICY SPECIFICALLY REQUIRES DISCLOSURE, AND ABSTENTION OR RECUSAL AS NECESSARY, WHENEVER A TRUSTEE OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public UCMC TITLE HOLDING CORPORATION II NFP'S BYLAWS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AUDITED FINANCIALS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE. Form 990, Part IX, Line 11g Other Fees ADVISORY AND LEGAL FEES - Total Expense: 213075, Program Service Expense: 213075, Management and General Expenses: , Fundraising Expenses: ; ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST HEALTH PARTNERS INC 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 364138353 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 2 HOSPITALS IL 501(c)(3) 3 NA false AHP SPECIALTY CARE NFP 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 811105774 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false AHS MIDWEST MANAGEMENT INC 500 REMINGTON BLVD BOLINGBROOK IL 60440 363354567 PHYSICIAN PRACTICE MANAGEMENT IL 501(c)(3) Type I ADVENT MIDWEST HEALTH false ARCH DEVELOPMENT CORPORATION 5555 S WOODLAWN AVENUE CHICAGO IL 60637 363485244 TECH TRANSFER IL 501(c)(3) Type I UNIV CHICAGO false ASIAN HEALTH COALITION 180 W WASHINGTON ST SUITE 1 CHICAGO IL 60602 311607193 HLTH ACCESS IL 501(c)(3) 10 UNIV CHICAGO false CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 362167012 POL RES CTR IL 501(c)(3) 7 NA false CHICAGO HOME FOR THE INCURABLES 5801 S ELLIS AVENUE CHICAGO IL 60637 362169138 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false CHICAGO TUMOR INSTITUTE 5801 S ELLIS AVENUE CHICAGO IL 60637 237136019 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false COURT THEATRE FUND 5535 S ELLIS AVENUE CHICAGO IL 60637 363203660 SUPP THE ARTS IL 501(c)(3) Type I UNIV CHICAGO false FERMI FORWARD DISCOVERY GROUP LLC 5801 S ELLIS AVENUE CHICAGO IL 60637 933319101 MANAGEMENT IL 501(c)(3) 7 UNIV CHICAGO false FERMI RESEARCH ALLIANCE LLC PO BOX 500 BATAVIA IL 60510 571239010 MANAGE LAB IL 501(c)(3) 7 NA false HYMEN MILGROM SUPPORTING ORGANIZATION 33 N LASALLE ST STE 2131 CHICAGO IL 60602 466789522 SUPP EDU RES VA 501(c)(3) Type III-O NA false INGALLS DEVELOPMENT FOUNDATION ONE INGALLS DRIVE HARVEY IL 60426 363189150 SUPPORT IL 501(c)(3) 7 UCHHD false INGALLS HEALTH VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(c)(3) Type I UCHHD false INGALLS HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(c)(3) 10 IMH false INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCHHD false LAKE PARK ASSOCIATES 5801 S ELLIS AVENUE CHICAGO IL 60637 366111317 PROP HOLDG IL 501(c)(2) UNIV CHICAGO false NATIONAL OPINION RESEARCH CENTER (NORC) 55 E MONROE AVENUE CHICAGO IL 60603 362167808 SO SCI SRVYS IL 501(c)(3) 7 NA false PRIMARY HEALTHCARE ASSOCIATES SC 71 W 156TH STREET HARVEY IL 60426 364132865 HEALTHCARE IL 501(c)(3) 10 UCHHD false THE JOHN CRERAR FOUNDATION 5730 S ELLIS AVENUE CHICAGO IL 60637 363155157 SUPP LIBRARY IL 501(c)(3) Type III-O UNIV CHICAGO false THE MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 042104690 RES & EDU MA 501(c)(3) 7 UNIV CHICAGO false THE QUADRANGLE CLUB 5801 S ELLIS AVENUE CHICAGO IL 60637 361655190 SOCIAL CLUB IL 501(c)(7) UNIV CHICAGO false THE UNIV OF CHICAGO FDN IN THE HONG KONG LTD FUNDRAISING HK UNIV CHICAGO false THE UNIVERSITY OF CHICAGO CLOISTERS CLUB 1212 E 59TH STREET CHICAGO IL 60637 SOCIAL CLUB IL UNIV CHICAGO false UCHICAGO MEDICINE NORTHWEST INDIANA INC 5841 S MARYLAND AVE CHICAGO IL 60637 922355855 HEALTHCARE IN 501(c)(3) 3 UCMC false UCHICAGO RESEARCH INTERNATIONAL LIMITED 5801 S ELLIS AVENUE CHICAGO IL 60637 262741573 RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false UCM CARE NETWORK MEDICAL GROUP INC 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 474221241 HEALTH SERVICE IL 501(c)(3) 10 UCMC false UCM COMMUNITY HEALTH & HOSPITAL DIVISION ONE INGALLS DRIVE HARVEY IL 60426 363181170 MANAGEMENT IL 501(c)(3) Type I UCMC false UCMC TITLE HOLDING CORPORATION 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 812126789 TITLE HOLD IL 501(c)(3) Type I UCMC false UNIV OF CHI BOOTH SCH OF BUS (SINGAPORE) EDUCATION SN UNIV CHICAGO false UNIV OF CHI BOOTH SCH OF BUS (UK) EDUCATION UK UNIV CHICAGO false UNIV OF CHICAGO CANCER RESEARCH FD 5801 S ELLIS AVENUE CHICAGO IL 60637 366056201 SUPP RESEARCH IL 501(c)(3) Type I UNIV CHICAGO false UNIV OF CHICAGO CENTER IN PARIS (FRANCE) EDUCATION FR UNIV CHICAGO false UNIV OF CHICAGO CHARTER SCHOOL CORP 5801 S ELLIS AVENUE CHICAGO IL 60637 364225812 EDUCATION IL 501(c)(3) 2 UNIV CHICAGO false UNIV OF CHICAGO PROPERTY HOLDING CO 5801 S ELLIS AVENUE CHICAGO IL 60637 366108743 PROP HOLDG IL 501(c)(2) UNIV CHICAGO false UNIV OF CHICAGO RETIREE MEDICAL TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363999692 MEDICAL TRUST IL 501(c)(3) Type I UNIV CHICAGO false UNIV OF CHICAGO SELF INSURANCE TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363020034 MALPRAC TR IL 501(c)(3) Type I UNIV CHICAGO false UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 EDUCATION IL 501(c)(3) 2 NA false UNIVERSITY OF CHICAGO MEDICAL CENTER 5841 S MARYLAND AVENUE CHICAGO IL 60637 363188183 HOSPITAL IL 501(c)(3) 3 UNIV CHICAGO false UNIVERSITY OF CHICAGO TRUST (INDIA) L-9 East Wing Raheja Towers MG R BANGALORE Karnataka IN 560001 FUNDRAISING IN UNIV CHICAGO false ADVENTIST MIDWESTUSP SURGERY CENTERS LLC 14201 DALLAS PARKWAY DALLAS TX 75254 203256430 SURGERY CENTER IL NA N/A false false INGALLS SAME DAY SURGERY CTR 6701 W 159TH ST TINLEY PARK IL 60477 363368549 SURGERY CENTER IL NA N/A false false IRON POINT RE PTNRS - TE(C) LP 201 MAIN ST FORT WORTH TX 76102 260526955 INVESTMENT TX NA N/A false false JAPAN ABSOLUTE VALUE FUND LP 201 WASHINGTON ST BOSTON MA 02108 854345851 INVESTMENT MA NA N/A false false NEEDLE 2023-1 LLC 548 MARKET ST SAN FRANCISCO CA 94104 931514126 INVESTMENT CA NA N/A false false NYDIG DIGITAL ASSETS FUND V LP 1 VANDERBILT AVE NEW YORK NY 10017 362177139 INVESTMENT NY NA N/A false false SILKROAD ASIA VALUE PTNERS II INVESTMENT CJ NA N/A false false UCMC-SOLIS ON-CAMPUS MAMMOGRAPHY LLC 15601 DALLAS PARKWAY SUITE 500 ADDISON TX 75001 352641914 MAMMOGRAPHY DE NA N/A false false UCMC-SOLIS OFF-CAMPUS MAMMOGRAPHY LLC 15601 DALLAS PARKWAY SUITE 300 ADDISON TX 75001 384108853 MAMMOGRAPHY DE NA N/A false false CHARITABLE LEAD TRUST (0) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR LEAD TRUST IL NA Trust false CHARITABLE REMAINDER TRUSTS (68) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR RMDR TRUST IL NA Trust false CAPSTONE CPP 2012 1 FUND INVESTMENT CJ NA C Corporation false EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981571310 LIAB INSURANCE CJ UCHHD false HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981571446 LIAB INSURANCE CJ UCHHD false INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY IL 60426 980485714 LIAB INSURANCE CJ NA C Corporation false INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL NA C Corporation false INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL NA C Corporation false KOHINOOR CORE (CAYMAN) FUND INVESTMENT CJ NA C Corporation false MEDCENTRIX INC ONE INGALLS DRIVE HARVEY IL 60426 363374228 BILLING & MGMT IL NA C Corporation false NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L TD 981571387 LIAB INSURANCE CJ UCHHD false PENSO FUND PLATFORM SPC - SEG PORTFOLIO 981360251 INVESTMENT CJ NA C Corporation false PHOENIX OVERLAY FUND LTD 401 N MICHIGAN AVE C/O INVST OFFICE CHICAGO IL 60611 INVESTMENT CJ NA C Corporation false POOLED INCOME FUND (1) 5801 S ELLIS AVENUE CHICAGO IL 60637 POOLED INCO FUND IL NA C Corporation false SC CURRICULUM INC 70 WEST MADISON ST CHICAGO IL 60602 SCNC CURRICULUM IL NA C Corporation false SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 981745253 LIAB INSURANCE CJ UCHHD false STANDARD GENERAL OFFSHORE FUND LTD 767 5TH AVE 12TH FLOOR NEW YORK CITY NY 10153 INVESTMENT CJ NA C Corporation false TARPON ALL EQUITIES FUND LP INVESTMENT CJ NA C Corporation false TRULEN INSURANCE SPC LIMITED 981571288 LIAB INSURANCE CJ UCHHD false UCHICAGO (BEIJING) CONSULTING CO LTD CONSULTING CH NA C Corporation false UCHICAGO CENTER IN INDIA PRIVATE LIMITED CONSULTING IN NA C Corporation false VIEWFORTH EUROPEAN EQUITY FUND LIMITED INVESTMENT CJ NA C Corporation false false false false false true false false false false true false false false false false false false false false Schedule R, Part II Although each of UCMC and Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) and its wholly-owned subsidiary, Adventist Health System/Sunbelt, Inc. (AHSSI), appoint only half of Adventist Midwest Health (AMH's) Board of Directors, and thus neither technically has control over AMH based on the definition of "control" in the Schedule R instructions, the affiliation between UCMC and AMH gives UCMC a significant amount of control over AMH, and therefore AMH and its subsidiaries are being reported on the Schedule R of UCMC. For GAAP reporting, UCMC's consolidated financial statements reflect UCMC's controlling interest in the net assets and operations of AMH. Furthermore, the University of Chicago controls both UCMC (by virtue of being its sole member) and AMH and its subsidiaries (within the meaning of Reg §53.4968-3(b)(2)(iii)). As a result, UCMC and AMH and its subsidiaries are related by reason of both being controlled by the University of Chicago (though the University's control over AMH is within the meaning of Reg §53.4968-3(b)(2)(iii)) rather than the Schedule R instructions).