| Schedule L, Part IV PART IV |
James S. Crown, a Trustee of the University, and his family own an indirect interest in Tishman Speyer Crown Equities, LLC (Tishman Speyer), which through a subsidiary owns an office building in Washington D.C. in which the University of Chicago leases office space. The lease between the University and Tishman Speyer was negotiated at arms' length and was concluded on fair market terms. The University paid Tishman Speyer a total of $239,768 in rent, taxes and expenses for this property during the tax year ended June 30, 2021. The University also leases office space in New York, New York from Tishman Speyer. The lease between the University and Tishman Speyer was negotiated at arms' length and was concluded on fair market terms. The University paid Tishman Speyer a total of $375,795 in rent, taxes and expenses for this property during the tax year ended June 30, 2021. Rachel Kohler, a Trustee of the University, is a greater than 35% owner of CareIT Health, LLC d/b/a NowPow, a healthcare company that connects patients with social services agencies and support organizations to improve health outcomes. For the tax year ended June 30, 2021, NowPow received $16,300 in fees from the University of Chicago, in connection with the University's purchase of NowPow services. Separately, the University received $30,000 from NowPow as a milestone payment under a license agreement whereby NowPow exclusively licensed certain intellectual property owned by the University. Rodney Goldstein, a Trustee of the University, is Co-Managing Partner of Wealth Strategist Partners, an investment advisory firm. For the tax year ended June 30, 2021, Stuart E. Lucas, Co-Managing Partner and Chief Investment Officer of WSP, provided teaching and speaking services to the University of Chicago Booth School of Business, for which WSP received $77,538 in fees. Emmanuel Roman, a Trustee of the University, is the Chief Executive Officer of PIMCO, a fixed income investment firm with which the University has invested a portion of its endowment. PIMCO received approximately $1,595,205 in fees in connection with the University's investment for the tax year ended June 30, 2021. David M. Rubenstein, a Trustee of the University, is a Co-Founder and Co-CEO of The Carlyle Group, a private equity firm with which the University has invested a portion of its endowment. The Carlyle Group received approximately $260,795 in fees in connection with the University's investment for the tax year ended June 30, 2021. Paul Yovovich, a Trustee of the University, is President, Principal, and Co-Founder of Lake Capital, a private equity firm with which the University has invested a portion of its endowment. Lake Capital received approximately $141,811 in fees in connection with the University's investment for the tax year ended June 30, 2021. Shadi Bartsch-Zimmer, the wife of then University of Chicago President, Robert J. Zimmer, is employed by the University as a Professor of Classics. Ms. Bartsch-Zimmer was paid a gross salary of $314,384 for the calendar year 2020 in connection with her employment. Ariela Lazar, the wife of the former University of Chicago Provost, Daniel Diermeier, is employed during FY21 by the University as Lecturer in the University's Humanities Collegiate Division and in the Graham School of Continuing Liberal and Professional Studies. Ms. Lazar was paid $124,198 for the calendar year 2020 in connection with her employment. Tamar Polonsky, the daughter of Kenneth Polonsky, Dean and Executive Vice President for Medical Affairs, is employed by the University as an Associate Professor in the Department of Medicine. Dr. Polonsky was paid $361,403 for the calendar year 2020 in connection with her employment. Alex Zimmer and Benjamin Zimmer, the sons of then University of Chicago President, Robert J. Zimmer, each hold ownership interests in Folio Films. Folio Films was paid $69,211 for the tax year ended June 30, 2021 in connection with filming services provided to the University of Chicago Laboratory School. Balaji Srinivasan, a University officer during the tax year ended June 30, 2021, is owner of Sahasra Pte Ltd, a management consulting company. For the tax year ended June 30, 2021, Sahasra received $325,424 for consulting services provided to the University. YOLANDA TYLER, THE WIFE OF TRUSTEE, JASON TYLER, IS EMPLOYED BY THE UNIVERSITY AS A DEPARTMENT ADMINSTRATOR AND ASSISTANT TO THE CHAIR IN THE DEPARTMENT OF STATISTICS. MS. TYLER WAS PAID A GROSS SALARY OF $64,283 FOR THE CALENDAR YEAR 2020 IN CONNECTION WITH HER EMPLOYMENT. |