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EIN 36-3999692

University of Chicago Retiree Medical Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Chicago
State
Illinois
Year formed
1995
Most recent tax filings
2025-06-01
NTEE code, primary
Y30: Pension and Retirement Funds
Description
The University of Chicago Retiree Medical Trust supports and benefits the University of Chicago by providing medical reimbursement on behalf of the university's retired former employees. In FY2022, the trust only incurred investment fees and did not make any disbursements.
Related structure
University of Chicago Retiree Medical Trust is a subordinate organization under The University of Chicago (UChicago).
Total revenues
$4,809,992
2025
Total expenses
$1,323,613
2025
Total assets
$134,848,617
2025
Num. employees
0
2025

Program areas at University of Chicago Retiree Medical Trust

The expenses in fy2025 were $2,194 for investment fees paid. The Trust made disbursements of $1,320,532 in fy2025.

Financials for University of Chicago Retiree Medical Trust

RevenuesFYE 06/2025
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$3,334,805
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,474,300
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$887
Total revenues$4,809,992
Data update history
July 19, 2026
Posted financials
Added Form 990 for fiscal year 2025
April 1, 2026
Posted financials
Added Form 990 for fiscal year 2024
February 27, 2026
Updated personnel
Identified 1 new personnel
February 5, 2026
Used new vendors
Identified 1 new vendor, including
August 9, 2024
Posted financials
Added Form 990 for fiscal year 2023
Nonprofit Types
Mutual assistance organizationsChapter / child organizationsCharities
Issues
Health
Characteristics
Legally formed as trustState / local levelTax deductible donationsNo full-time employees
General information
Address
5801 S Ellis Ave
Chicago, IL 60637
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Phone
(773) 834-5819
IRS details
EIN
36-3999692
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y30: Pension and Retirement Funds
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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