UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349307024
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T19:30:55+00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 New York Avenue NW Suite 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame du Lac | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5746317575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shannon B Cullinan | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Phone | 5746317575 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Shannon B | PersonFirstNm |
| Person Last | Cullinan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rev John I Jenkins CSC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,069,016,754 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5067 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nd.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1844 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 16781 | TotalEmployeeCnt |
| Total Volunteers | 2378 | TotalVolunteersCnt |
| Total Gross UBI | $63,404,983 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $466,309,113 | PYContributionsGrantsAmt |
| CY Contributions Grants | $646,726,306 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,015,229,601 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,173,732,187 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,029,004,823 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,668,681,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,996,196 | PYOtherRevenueAmt |
| CY Other Revenue | $6,408,847 | CYOtherRevenueAmt |
| PY Total Revenue | $3,514,539,733 | PYTotalRevenueAmt |
| CY Total Revenue | $3,495,548,499 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $415,737,559 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $449,067,525 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $772,106,981 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $829,406,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $53,166,151 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $517,585,538 | PYOtherExpensesAmt |
| CY Other Expenses | $604,824,609 | CYOtherExpensesAmt |
| PY Total Expenses | $1,705,430,078 | PYTotalExpensesAmt |
| CY Total Expenses | $1,883,298,833 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,809,109,655 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,612,249,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,263,144,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,599,540,506 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,784,567,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,454,865,615 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,478,577,005 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,144,674,891 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O. See explanation for Form 990, Part I, Line 1- Organization's Mission above. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,230,403,958 | ExpenseAmt |
| Grant | $437,797,170 | GrantAmt |
| Revenue | $828,328,269 | RevenueAmt |
| Desc | Academic Programs & Research - Provided academic instruction, support services, and public service and research opportunities to over 13,000 undergraduate and graduate students pursuing courses of study within six undergraduate colleges, a business school, a law school, an architecture school, a school of global affairs, and graduate school. Instructional activities resulted in the conferral of over 3,900 baccalaureate, master's, doctoral, and professional degrees. Academic support services included providing world-class library facilities, the publishing of numerous academic periodicals and volumes, and the operation of a museum of art. Public service activities included programs aimed at providing students with service opportunities as well as University financial support for other non-profit organizations, both directly and through its donor advised fund program. Finally, University researchers administered nearly 1,200 awards for studies based within the disciplines of engineering, science, and humanities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $312,976,230 | ExpenseAmt |
| Grant | $11,270,355 | GrantAmt |
| Revenue | $350,559,312 | RevenueAmt |
| Desc | Auxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, event management services, and multiple recreational facilities. Administered the University Intercollegiate athletics program that enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,543,380,188 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 20913 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16781 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Paluf | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5746317575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Rev John I Jenkins CSC PhD | ||||||||||
| President & Trustee | 40.0 | 0 | Yes (X) | Yes (X) | $1,241,437 | $0 | $124,176 | |||
| Andrew J McKenna Jr | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ann C Williams | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Anne E Thompson | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Byron O Spruell | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Carlos J Betancourt | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Hank Hoffmann | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Celeste Volz Ford | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy K Parseghian | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Clare Stack Richer | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Danielle W Merfeld | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dorene C Dominguez | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| J Christopher Reyes | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James C Parsons | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James F Flaherty III | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James J Dunne III | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jennifer F Scanlon | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John B Veihmeyer | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John J Brennan | ||||||||||
| Trustee | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John J Coyle | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Justin R Liu | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Karen McCartan DeSantis | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth C Ricci | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lois K Folger | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael G O'Grady | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Nathan O Hatch | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Phyllis W Stone | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Daniel G Groody CSC MDiv PhD | ||||||||||
| VP & Associate Provost & Trustee | 40.0 | 0 | Yes (X) | $266,189 | $0 | $46,668 | ||||
| Rev John J Ryan CSC | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Jose E Ahumada F CSC | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Paul V Kollman CSC | ||||||||||
| Professor and Trustee | 40.0 | 0 | Yes (X) | $136,430 | $0 | $47,088 | ||||
| Rev Robert A Dowd CSC MDiv PhD | ||||||||||
| VP & Associate Provost & Trustee | 40.0 | 0 | Yes (X) | $167,042 | $0 | $19,917 | ||||
| Rev William M Lies CSC | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sara Martinez Tucker | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Shayla Keough Rumely | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie A Gallo | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen J Brogan | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas G Maheras | ||||||||||
| Trustee | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas J Crotty Jr | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy F Sutherland | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tracy D Graham | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Marianne Corr JD | ||||||||||
| VP & General Counsel | 40.0 | 2.0 | Yes (X) | $741,363 | $0 | $42,559 | ||||
| Marie Lynn Miranda PhD | ||||||||||
| Provost | 40.0 | 0 | Yes (X) | $803,527 | $0 | $81,184 | ||||
| Michael D Donovan JD MBA | ||||||||||
| VP & Chief Investment Officer | 40.0 | 1.0 | Yes (X) | $3,094,728 | $0 | $38,207 | ||||
| Shannon B Cullinan MBA | ||||||||||
| Executive Vice President | 40.0 | 2.0 | Yes (X) | $628,408 | $0 | $197,814 | ||||
| John B Swarbrick Jr JD | ||||||||||
| VP & Director of Athletics | 40.0 | 0 | $2,475,350 | $0 | $254,937 | Yes (X) | ||||
| Brian Kelly | ||||||||||
| Head Coach, Football (until 11/30/21) | 40.0 | 0 | $2,877,687 | $0 | $123,409 | Yes (X) | ||||
| Marcus Freeman | ||||||||||
| Defensive Coord., Football (until 11/30/21), Head Coach, Football (as of 12/1/21) | 40.0 | 0 | $2,224,311 | $0 | $54,359 | Yes (X) | ||||
| Mark C Krcmaric JD MBA | ||||||||||
| Managing Director & Chief Operating Officer, Investment Office | 40.0 | 0 | $1,713,774 | $0 | $48,383 | Yes (X) | ||||
| Michael P Brey | ||||||||||
| Head Coach, Basketball | 40.0 | 0 | $2,779,344 | $0 | $189,142 | Yes (X) | ||||
| Thomas G Burish PhD | ||||||||||
| Former Provost | 0.0 | 0 | $3,641,221 | $0 | $39,282 | Yes (X) | ||||
| John F Affleck-Graves PhD | ||||||||||
| Former Executive VP & Professor | 40.0 | 0 | $239,829 | $0 | $43,767 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,030,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,350,892 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1473 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Walbridge Aldinger LLC | ||||||
| 777 Woodward Avenue | Suite 300 | Detroit | MI | 482263582 | Construction | $19,112,695 |
| Ziolkowski Construction Inc | ||||||
| 4050 Ralph Jones Drive | South Bend | IN | 466289408 | Construction | $15,188,401 | |
| Premise Health Employer Solutions LLC | ||||||
| 5500 Maryland Way | Suite 200 | Brentwood | TN | 370274973 | Medical | $13,489,508 |
| JMX US LLC | ||||||
| 55 Court Street | Boston | MA | 02108 | Investment Management | $8,651,339 | |
| Bulley & Andrews | ||||||
| 1755 West Armitage Ave | Chicago | IL | 606221189 | Construction | $8,377,486 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 201 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $837,995 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $110,165,844 | GovernmentGrantsAmt |
| All Other Contributions | $535,722,467 | AllOtherContributionsAmt |
| Noncash Contributions | $120,520,739 | NoncashContributionsAmt |
| Total Contributions | $646,726,306 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student tuition and fees | 611310 | $751,518,342 | $751,518,342 | $0 | $0 |
| Auxiliary enterprises | 611710 | $350,559,312 | $324,768,003 | $25,791,309 | $0 |
| Research contracts (gov't and non-gov"t) | 611310 | $38,201,362 | $33,914,546 | $4,286,816 | $0 |
| Educational programs | 900099 | $17,724,823 | $17,724,823 | $0 | $0 |
| Student services | 611710 | $6,092,341 | $6,092,341 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,636,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,872,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $763,124 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,173,732,187 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,989,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,202,576 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,786,680 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,811,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,811,075 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,016,231 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,800,954 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,784,723 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,784,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,784,723 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,047,572,485 | SecuritiesAmt |
| Other | $174,192 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,560,054,774 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,487,517,711 | SecuritiesAmt |
| Other | $174,192 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,487,691,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,487,691,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $478,470 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $837,995 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $612,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$134,057 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$134,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Marketing Communications | 519190 | $2,035,130 | $2,035,130 | $0 | $0 |
| Alumni Association | 900099 | $1,906,521 | $1,602,415 | $304,106 | $0 |
| Parking | 812930 | $468,203 | $411,151 | $57,052 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,106,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,106,698 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,516,552 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,495,548,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,148,046,332 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $63,404,983 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,637,370,878 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,007,228 | TotalAmt |
| Program Services | $37,007,228 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,257,222 | TotalAmt |
| Program Services | $400,257,222 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,803,075 | TotalAmt |
| Program Services | $11,803,075 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,204,846 | TotalAmt |
| Program Services | $1,877,832 | ProgramServicesAmt |
| Management And General | $6,769,552 | ManagementAndGeneralAmt |
| Fundraising | $557,462 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,461,672 | TotalAmt |
| Program Services | $528,094,602 | ProgramServicesAmt |
| Management And General | $73,601,319 | ManagementAndGeneralAmt |
| Fundraising | $29,765,751 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,358,884 | TotalAmt |
| Program Services | $38,992,515 | ProgramServicesAmt |
| Management And General | $6,771,910 | ManagementAndGeneralAmt |
| Fundraising | $2,594,459 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,397,264 | TotalAmt |
| Program Services | $67,029,521 | ProgramServicesAmt |
| Management And General | $31,964,543 | ManagementAndGeneralAmt |
| Fundraising | $3,403,200 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,984,033 | TotalAmt |
| Program Services | $30,772,447 | ProgramServicesAmt |
| Management And General | $5,044,687 | ManagementAndGeneralAmt |
| Fundraising | $2,166,899 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,418 | TotalAmt |
| Program Services | $712,998 | ProgramServicesAmt |
| Management And General | $1,718,420 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,811 | TotalAmt |
| Program Services | $211,306 | ProgramServicesAmt |
| Management And General | $1,285,505 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,315 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $264,315 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,911,549 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $46,911,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,485,286 | TotalAmt |
| Program Services | $41,538,633 | ProgramServicesAmt |
| Management And General | $7,008,228 | ManagementAndGeneralAmt |
| Fundraising | $938,425 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,275,939 | TotalAmt |
| Program Services | $5,174,911 | ProgramServicesAmt |
| Management And General | $76,626 | ManagementAndGeneralAmt |
| Fundraising | $24,402 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,103,417 | TotalAmt |
| Program Services | $58,127,496 | ProgramServicesAmt |
| Management And General | $8,221,128 | ManagementAndGeneralAmt |
| Fundraising | $1,754,793 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,321,525 | TotalAmt |
| Program Services | $12,567,643 | ProgramServicesAmt |
| Management And General | $10,529,920 | ManagementAndGeneralAmt |
| Fundraising | $1,223,962 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,111 | TotalAmt |
| Program Services | $644,806 | ProgramServicesAmt |
| Management And General | $180,305 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,560,249 | TotalAmt |
| Program Services | $67,000,551 | ProgramServicesAmt |
| Management And General | $8,089,254 | ManagementAndGeneralAmt |
| Fundraising | $1,470,444 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,984,167 | TotalAmt |
| Program Services | $35,620,217 | ProgramServicesAmt |
| Management And General | $2,431,205 | ManagementAndGeneralAmt |
| Fundraising | $2,932,745 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,749,762 | TotalAmt |
| Program Services | $3,425,708 | ProgramServicesAmt |
| Management And General | $1,197,720 | ManagementAndGeneralAmt |
| Fundraising | $126,334 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,502,617 | TotalAmt |
| Program Services | $34,884,321 | ProgramServicesAmt |
| Management And General | $6,847,737 | ManagementAndGeneralAmt |
| Fundraising | $1,770,559 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,878,308 | TotalAmt |
| Program Services | $98,155,481 | ProgramServicesAmt |
| Management And General | $5,498,759 | ManagementAndGeneralAmt |
| Fundraising | $224,068 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,271 | TotalAmt |
| Program Services | $824,649 | ProgramServicesAmt |
| Management And General | $1,335,622 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food and entertainment | $46,427,583 | $38,026,576 | $4,799,744 | $3,601,263 |
| Investment Office expenses | $42,255,343 | $0 | $42,255,343 | $0 |
| Library books and serials | $14,394,607 | $14,394,607 | $0 | $0 |
| COVID-19 mitigation expenses | $6,491,929 | $0 | $6,491,929 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,304,402 | TotalAmt |
| Program Services | $16,235,843 | ProgramServicesAmt |
| Management And General | $7,457,174 | ManagementAndGeneralAmt |
| Fundraising | $611,385 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,883,298,833 | TotalAmt |
| Program Services | $1,543,380,188 | ProgramServicesAmt |
| Management And General | $286,752,494 | ManagementAndGeneralAmt |
| Fundraising | $53,166,151 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,031,203 | BOYAmt |
| EOY | $104,938,314 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,473,841 | BOYAmt |
| EOY | $550,461,572 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,010,912 | BOYAmt |
| EOY | $76,628,025 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,012,709 | BOYAmt |
| EOY | $16,521,636 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,296,795 | BOYAmt |
| EOY | $5,252,821 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,229,874 | BOYAmt |
| EOY | $27,086,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,795,034,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,236,357,005 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,549,285,378 | BOYAmt |
| EOY | $2,558,677,719 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,992,094,513 | BOYAmt |
| EOY | $2,374,473,355 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,853,677,482 | BOYAmt |
| EOY | $18,759,107,018 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,713 | BOYAmt |
| EOY | $6,454,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,577,267 | BOYAmt |
| EOY | $119,938,783 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,263,144,687 | BOYAmt |
| EOY | $24,599,540,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,251,917 | BOYAmt |
| EOY | $206,552,421 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800,000 | BOYAmt |
| EOY | $4,150,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,974,499 | BOYAmt |
| EOY | $216,806,989 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,890,000 | BOYAmt |
| EOY | $7,890,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,685,799 | BOYAmt |
| EOY | $40,621,648 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,000,000 | BOYAmt |
| EOY | $1,215,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,097,965,467 | BOYAmt |
| EOY | $2,763,844,557 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,784,567,682 | BOYAmt |
| EOY | $4,454,865,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,756,217,561 | BOYAmt |
| EOY | $9,279,548,071 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,722,359,444 | BOYAmt |
| EOY | $10,865,126,820 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,478,577,005 | BOYAmt |
| EOY | $20,144,674,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,263,144,687 | BOYAmt |
| EOY | $24,599,540,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,612,249,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,989,744,095 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $43,592,315 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $604,423,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $431,769,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,826,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,309,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $646,726,306 | CurrentTaxYearAmt |
| Total | $2,766,054,209 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $604,423,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $431,769,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $616,826,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,309,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $646,726,306 | CurrentTaxYearAmt |
| Total | $2,766,054,209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,403,014 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,734,651,195 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,612,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,631,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,966,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,153,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,816,562 | CurrentTaxYearAmt |
| Total | $695,180,514 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,563,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,254,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,204,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,597,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,995,022 | CurrentTaxYearAmt |
| Total | $18,614,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,479,849,321 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,172,545,580 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7859 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7847 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS, COLUMN A - 2563083.0, COLUMN B - 4254844.0, COLUMN C - 2204531.0, COLUMN D - 3597118.0, COLUMN E - 5995022.0, COLUMN F - 18614598.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $294,560 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $294,560 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,896,008,142 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,896,302,702 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $376,850 | CurrentYearMinus3Amt |
| Current Year Minus2 | $251,874 | CurrentYearMinus2Amt |
| Current Year Minus1 | $241,221 | CurrentYearMinus1Amt |
| Current Year | $294,560 | CurrentYearAmt |
| Total | $1,164,505 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2 501(H) Election | FormAndLineReferenceDesc |
| Explanation | The University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 156 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $22,129,693 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $28,785,226 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $250,243,101 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,385,354,395 | BeginningYearBalanceAmt |
| Contributions | $555,937,103 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,268,535,177 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $200,958,502 | GrantsOrScholarshipsAmt |
| Other Expenditures | $370,687,567 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $17,101,110,252 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,319,422,270 | BeginningYearBalanceAmt |
| Contributions | $221,020,540 | ContributionsAmt |
| Investment Earnings Or Losses | $6,335,903,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $181,221,864 | GrantsOrScholarshipsAmt |
| Other Expenditures | $309,769,655 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $18,385,354,395 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,565,964,003 | BeginningYearBalanceAmt |
| Contributions | $422,471,002 | ContributionsAmt |
| Investment Earnings Or Losses | $822,244,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $137,642,635 | GrantsOrScholarshipsAmt |
| Other Expenditures | $353,614,933 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,319,422,270 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,065,057,730 | BeginningYearBalanceAmt |
| Contributions | $261,246,505 | ContributionsAmt |
| Investment Earnings Or Losses | $765,578,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,944,418 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,974,390 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,565,964,003 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,684,936,261 | BeginningYearBalanceAmt |
| Contributions | $662,176,446 | ContributionsAmt |
| Investment Earnings Or Losses | $1,163,921,488 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $124,814,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $321,161,796 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,065,057,730 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.399 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.195 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.406 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $48,252,335 | OtherCostOrOtherBasisAmt |
| Book Value | $57,552,335 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $89,036,937 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,928,152,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $850,737,689 | DepreciationAmt |
| Book Value | $2,166,451,590 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,947,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,631,289 | DepreciationAmt |
| Book Value | $26,316,299 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $374,799 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $428,672,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,617,602 | DepreciationAmt |
| Book Value | $158,429,989 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,297,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,370,425 | DepreciationAmt |
| Book Value | $149,927,506 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,558,677,719 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$21,930,797 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $7,299,378 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Short-term investments | $1,784,265,877 | F |
| Public equities - U.S. | $705,164,094 | F |
| Public equities - Non-U.S. | $2,052,612,823 | F |
| Public equities - Long/short strategies | $264,707,849 | F |
| Private equity | $10,142,291,943 | F |
| Core diversifiers | $3,179,639,801 | F |
| Fixed income | $415,916,948 | F |
| Defined benefit pension plan assets | $229,139,102 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,759,107,018 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| Short-term borrowing | $4,000,000 |
| Government advances for student loans | $4,649,093 |
| Liabilities associated with investments | $2,232,999,049 |
| Obligations under split-interest agreements | $307,406,066 |
| Conditional asset retirement obligations | $27,336,858 |
| Pension and other accrued postretirement benefits | $73,945,138 |
| Debt-related derivative instruments | $26,768,752 |
| Student organization funds and other deposits | $9,958,833 |
| Operating lease liabilities | $33,527,786 |
| Other liabilities | $22,332,982 |
| Obligation to return collateral on debt-related derivatives | $20,920,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,763,844,557 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $68,312,409 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,989,744,095 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$346,702,095 | OtherRevenueAmt |
| Revenue Not Reported | -$3,336,446,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,404,758,599 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,059,082 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,269,182 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $90,789,900 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,495,548,499 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,402,214,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,269,182 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,269,182 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,400,945,341 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,059,082 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $390,294,410 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $482,353,492 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,883,298,833 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | THE UNIVERSITY DOES NOT CAPITALIZE THE COST OF LIBRARY BOOKS, NOR THE COST OR FAIR VALUE OF ITS ART COLLECTION. THE LATTER IS HELD FOR EXHIBITION AND EDUCATIONAL PURPOSES ONLY AND NOT FOR FINANCIAL GAIN. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE SNITE MUSEUM OF ART MAINTAINS A COLLECTION OF OVER 30,000 ORIGINAL WORKS OF ART WHICH ARE UTILIZED FOR EXHIBITION, TEACHING, RESEARCH, AND EDUCATIONAL OUTREACH PROGRAMS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT DISTRIBUTIONS ARE USED TO FUND A VARIETY OF OPERATION NEEDS, INCLUDING SCHOLARSHIPS & FELLOWSHIPS, FACULTY CHAIRS, ACADEMIC, RELIGIOUS AND STUDENT PROGRAMS, LIBRARIES, CAPITAL PROJECTS AND RENEWALS, ATHLETICS, OTHER ENDOWMENT PROGRAMS AND GENERAL OPERATIONS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Tuition scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -8800935 Net gain on debt-related derivative instruments - 50762197 Net pension and postretirement benefits-related changes - 35758019 OTHER (CONTRA-EXPENSE) - 718646 Change in value of split-interest agreements - -39744063 Other non-operating changes in net assets - -3183838 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Expenses associated with generating rental income - -656655 Direct expenses of fundraising events - -612527 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Expenses associated with generating rental income - 656655 Direct expenses of fundraising events - 612527 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Tuition scholarships and fellowships - XXX-XX-XXXX Room & board scholarships - 8800935 OTHER (CONTRA-EXPENSE) - -718646 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The University's policy of non-discrimination is accessible on the University's homepage at www.nd.edu, as well as on its admissions and human resources pages, reflecting the University's commitment to this moral imperative. The University draws a substantial percentage of its students from around the U.S. and world, enrolls students of racial minority groups in meaningful numbers, and follows a racially nondiscriminatory policy as to all students, faculty, and staff in satisfaction of the applicable requirements of IRS revenue procedure 75-50, 1972-2 C.B. 587, and related IRS guidance. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (79 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | $6,930,757,516 | |||
| East Asia and the Pacific | Investments | $166,813,377 | |||
| Europe (Including Iceland and Greenland) | Investments | $1,542,146,671 | |||
| Middle East and North Africa | Investments | $4,867,718 | |||
| North America (Canada & Mexico only) | Investments | $251,174,624 | |||
| Russia and Neighboring States | Investments | $145,408 | |||
| South America | Investments | $4,037,027 | |||
| South Asia | Investments | $266,385,893 | |||
| Sub-Saharan Africa | Investments | $689,935,462 | |||
| East Asia and the Pacific | Program Services | $937,448 | 1 | 5 | International Study Program |
| Europe (Including Iceland and Greenland) | Program Services | $25,624,374 | 4 | 90 | International Study Program |
| Middle East and North Africa | Program Services | $3,485,491 | 1 | 3 | International Study Program |
| North America (Canada & Mexico only) | Program Services | $208,493 | 2 | 3 | International Study Program |
| South America | Program Services | $352,513 | 1 | 4 | International Study Program |
| South Asia | Program Services | $83,620 | 1 | International Study Program | |
| Sub-Saharan Africa | Program Services | $393,118 | International Study Program | ||
| Central America and the Caribbean | Program Services | $8,000 | International Study Program | ||
| East Asia and the Pacific | Investment Operations | $5,460 | |||
| Europe (Including Iceland and Greenland) | Investment Operations | $385,291 | |||
| North America (Canada & Mexico only) | Investment Operations | $2,553 | |||
| South Asia | Investment Operations | $37,098 | |||
| Sub-Saharan Africa | Investment Operations | $27,541,461 | |||
| East Asia and the Pacific | Fundraising | $474 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $3,971 | |||
| North America (Canada & Mexico only) | Fundraising | $4,207 | |||
| South America | Fundraising | $16,980 | |||
| South Asia | Fundraising | $37 | |||
| East Asia and the Pacific | Grantmaking | $224,159 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $2,358,579 | |||
| Middle East and North Africa | Grantmaking | $221,996 | |||
| North America (Canada & Mexico only) | Grantmaking | $61,646 | |||
| South America | Grantmaking | $572,720 | |||
| South Asia | Grantmaking | $71,297 | |||
| Sub-Saharan Africa | Grantmaking | $4,224,509 | |||
| Central America and the Caribbean | Grantmaking | $4,068,168 | |||
| Central America and the Caribbean | Program Services | $2,434 | Auxillary Enterprises | ||
| Central America and the Caribbean | Program Services | $78,129 | Instruction | ||
| Central America and the Caribbean | Program Services | $8,753 | Management & General | ||
| Central America and the Caribbean | Program Services | $40,954 | 22 | Other | |
| Central America and the Caribbean | Program Services | $231,482 | 10 | Research | |
| East Asia and the Pacific | Program Services | $10,558 | Auxillary Enterprises | ||
| East Asia and the Pacific | Program Services | $96,820 | Instruction | ||
| East Asia and the Pacific | Program Services | $18,355 | Management & General | ||
| East Asia and the Pacific | Program Services | $13,294 | 4 | Other | |
| East Asia and the Pacific | Program Services | $34,824 | Research | ||
| Europe (Including Iceland and Greenland) | Program Services | $77,401 | Auxillary Enterprises | ||
| Europe (Including Iceland and Greenland) | Program Services | $1,846,024 | 9 | Instruction | |
| Europe (Including Iceland and Greenland) | Program Services | $427,512 | Management & General | ||
| Europe (Including Iceland and Greenland) | Program Services | $683,534 | 3 | Other | |
| Europe (Including Iceland and Greenland) | Program Services | $720,764 | 20 | Research | |
| Middle East and North Africa | Program Services | $20,878 | Auxillary Enterprises | ||
| Middle East and North Africa | Program Services | $106,847 | Instruction | ||
| Middle East and North Africa | Program Services | $32,408 | Management & General | ||
| Middle East and North Africa | Program Services | $111,120 | Other | ||
| Middle East and North Africa | Program Services | $12,278 | 1 | Research | |
| North America (Canada & Mexico only) | Program Services | $32,223 | Auxillary Enterprises | ||
| North America (Canada & Mexico only) | Program Services | $192,688 | Instruction | ||
| North America (Canada & Mexico only) | Program Services | $29,317 | Management & General | ||
| North America (Canada & Mexico only) | Program Services | $48,934 | 4 | Other | |
| North America (Canada & Mexico only) | Program Services | $82,052 | 2 | Research | |
| Russia and Neighboring States | Program Services | $2,304 | Auxillary Enterprises | ||
| Russia and Neighboring States | Program Services | $27,598 | Instruction | ||
| Russia and Neighboring States | Program Services | $763 | Management & General | ||
| Russia and Neighboring States | Program Services | $51,935 | Other | ||
| Russia and Neighboring States | Program Services | $6,968 | Research | ||
| South America | Program Services | $8,199 | Auxillary Enterprises | ||
| South America | Program Services | $107,524 | Instruction | ||
| South America | Program Services | $26,464 | Management & General | ||
| South America | Program Services | $48,396 | 7 | Other | |
| South America | Program Services | $14,082 | 12 | Research | |
| South Asia | Program Services | $42,345 | Instruction | ||
| South Asia | Program Services | $5,692 | Management & General | ||
| South Asia | Program Services | $17,470 | 10 | Other | |
| South Asia | Program Services | $100,586 | 13 | Research | |
| Sub-Saharan Africa | Program Services | $7,833 | Auxillary Enterprises | ||
| Sub-Saharan Africa | Program Services | $311,689 | 1 | Instruction | |
| Sub-Saharan Africa | Program Services | $73,800 | Management & General | ||
| Sub-Saharan Africa | Program Services | $61,726 | 2 | Other | |
| Sub-Saharan Africa | Program Services | $139,819 | 1 | 7 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 9 | SubtotalOfficesCnt |
| Subtotal Employees | 106 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 127 | ContinuationTotalEmployeeCnt |
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 233 | TotalEmployeeCnt |
| Subtotal Spent | $9,887,348,753 | SubtotalSpentAmt |
| Continuation Spent | $45,823,382 | ContinuationSpentAmt |
| Total Spent | $9,933,172,135 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (35 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | See Schedule O | $93,764 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $8,889 | Check/Wire |
| East Asia and the Pacific | See Schedule O | $29,467 | Check/Wire |
| Central America and the Caribbean | See Schedule O | $3,696,909 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $50,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $70,000 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $11,448 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $267,268 | Check/Wire |
| South Asia | See Schedule O | $16,251 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $75,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $6,100 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $2,465,177 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $67,074 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $174,534 | Check/Wire |
| North America (Canada & Mexico only) | See Schedule O | $3,123 | Check/Wire |
| South Asia | See Schedule O | $48,880 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $53,926 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $1,081,340 | Check/Wire |
| South America | See Schedule O | $506,485 | Check/Wire |
| East Asia and the Pacific | See Schedule O | $58,102 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $55,115 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $36,220 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $43,427 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $15,000 | Check/Wire |
| North America (Canada & Mexico only) | See Schedule O | $7,369 | Check/Wire |
| South America | See Schedule O | $34,491 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $82,266 | Check/Wire |
| Central America and the Caribbean | See Schedule O | $364,702 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $146,720 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $32,288 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $33,000 | Check/Wire |
| Middle East and North Africa | See Schedule O | $200,671 | Check/Wire |
| Sub-Saharan Africa | See Schedule O | $4,000 | Check/Wire |
| East Asia and the Pacific | See Schedule O | $100,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Schedule O | $25,881 | Check/Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 34 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (16 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Housing and Other Assistance | East Asia and the Pacific | 19 | $27,590 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | Europe (Including Iceland and Greenland) | 708 | $1,387,597 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | Middle East and North Africa | 18 | $17,650 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | North America (Canada & Mexico only) | 24 | $51,154 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | South America | 20 | $25,050 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | South Asia | 3 | $6,000 | CHECK/WIRE/DIRECT DEPOSIT |
| Housing and Other Assistance | Sub-Saharan Africa | 22 | $36,550 | CHECK/WIRE/DIRECT DEPOSIT |
| Prizes and Awards | Europe (Including Iceland and Greenland) | 4 | $237,408 | CHECK/WIRE/DIRECT DEPOSIT |
| Prizes and Awards | Sub-Saharan Africa | 1 | $3,000 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | Central America and the Caribbean | 2 | $6,557 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | East Asia and the Pacific | 2 | $9,000 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | Europe (Including Iceland and Greenland) | 19 | $18,469 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | South America | 4 | $6,695 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | South Asia | 1 | $166 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | Sub-Saharan Africa | 4 | $1,627 | CHECK/WIRE/DIRECT DEPOSIT |
| Research/Travel | Middle East and North Africa | 2 | $3,675 | CHECK/WIRE/DIRECT DEPOSIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $1,109,543 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $659,425 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $450,118 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $23,779 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $475,675 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $766 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $41,885 | OtherDirectExpensesEvent1Amt |
| Event2 | Annual Dinner | Event2Nm |
| Gross Receipts Event2 | $121,207 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $112,827 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,380 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,177 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,713 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,118 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $85,715 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $65,743 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $19,972 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $19,333 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,243 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $6,716 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,122 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,316,465 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $837,995 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $478,470 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $23,779 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $499,185 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,722 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,716 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,125 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $612,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$134,057 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (299 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Rosie Place for Children | |||||||
| 53131 Quince Road | South Bend | IN | 466289691 | 371523448 | 501(c)(3) | $16,550 | See Part IV |
| Alaska Ocean Observing System | |||||||
| PO Box 1329 | Seward | AK | 99664 | 920132479 | 501(c)(3) | $78,975 | See Part IV |
| Albert Einstein College of Medicine | |||||||
| 1300 Morris Park Ave | Bronx | NY | 10461 | 472209056 | 501(c)(3) | $59,597 | See Part IV |
| All Faiths Food Bank Inc | |||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | 650115814 | 501(c)(3) | $40,000 | See Part IV |
| American Cancer Society | |||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | $12,800 | See Part IV |
| American Endowment Found | |||||||
| 5700 Darrow Rd Ste 118 | Hudson | OH | 44236 | 341747398 | 501(c)(3) | $25,000 | See Part IV |
| American Institutes for Research | |||||||
| 1400 Crystal Drive | Arlington | VA | 222023289 | 250965219 | 501(c)(3) | $30,000 | See Part IV |
| American Red Cross | |||||||
| 431 18th Street NW | Washington DC | DC | 20006 | 530196605 | 501(c)(3) | $15,000 | See Part IV |
| Anita Borg Inst for Women & Tech | |||||||
| 1650 S Amphlett Blvd 110 | SM | CA | 94402 | 770480427 | 501(c)(3) | $12,000 | See Part IV |
| Applied Technology Council | |||||||
| 201 Redwood Shores Pwy | RWC | CA | 94065 | 237231360 | 501(c)(3) | $18,724 | See Part IV |
| Arch for the Military Services | |||||||
| PO Box 4469 | Washington | DC | 200170469 | 131624090 | 501(c)(3) | $10,000 | See Part IV |
| Archdiocese of Galveston-Houston | |||||||
| Post Office Box 907 | Houston | TX | 770010907 | 746018777 | 501(c)(3) | $10,000 | See Part IV |
| Arizona State University | |||||||
| 660 South Mill Avenue | Tempe | AZ | 852813670 | 860196696 | State of AZ | $137,848 | See Part IV |
| Auburn University | |||||||
| 208 M White Smith Hall | Auburn | AL | 368490001 | 636000724 | 501(c)(3) | $19,130 | See Part IV |
| Ball State University | |||||||
| 2000 West University Avenue | Muncie | IN | 473060001 | 356000221 | State of IN | $5,859 | See Part IV |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 100276598 | 131628149 | 501(c)(3) | $51,942 | See Part IV |
| Battelle Memorial Institute | |||||||
| 505 King Ave | Columbus | OH | 43201 | 314379427 | 501(c)(3) | $22,269 | See Part IV |
| Bethel University | |||||||
| 1001 Bethel Circle | Mishawaka | IN | 465452232 | 350935587 | 501(c)(3) | $119,297 | See Part IV |
| Big Brothers Big Sisters of Greater Los Angeles Inc | |||||||
| 3333 Wilshire Boulevard | Los Angeles | CA | 900104102 | 951904857 | 501(c)(3) | $20,000 | See Part IV |
| Big BrothersBig Sisters | |||||||
| 2502 N Rocky Point Dr Suite 550 | Tampa | FL | 33607 | 231365190 | 501(c)(3) | $13,500 | See Part IV |
| Bighorn Golf Club Charities | |||||||
| 225 Palowet Drive | Palm Desert | CA | 922607311 | 205377872 | 501(c)(3) | $20,000 | See Part IV |
| Bloomsburg University Foundation Inc | |||||||
| 50 Main Street | Bloomsburg | PA | 17815 | 237088491 | 501(c)(3) | $27,463 | See Part IV |
| Boston College Trustees | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 024673800 | 042103545 | 501(c)(3) | $28,604 | See Part IV |
| Boston University | |||||||
| 595 Commonwealth Ave | Boston | MA | 02215 | 042103547 | 501(c)(3) | $15,647 | See Part IV |
| Boys & Girls Club of the Lewis Clark Valley Inc | |||||||
| 1021 Burrell Avenue | Lewiston | ID | 835015467 | 826001432 | 501(c)(3) | $12,450 | See Part IV |
| Boys & Girls Club-St Joseph County | |||||||
| 502 E Sample Street | South Bend | IN | 46601 | 351329625 | 501(c)(3) | $14,175 | See Part IV |
| Braun Analytics | |||||||
| 51285 Bittersweet Road | Granger | IN | 46530 | 810880476 | $7,500 | See Part IV | |
| Bravo Colorado at Vail-Beaver Creek | |||||||
| 2271 North Frontage Road West | Vail | CO | 816573920 | 841074065 | 501(c)(3) | $35,000 | See Part IV |
| Brothers of Holy Cross | |||||||
| PO Box 460 | Notre Dame | IN | 46556 | 350868938 | 501(c)(3) | $25,000 | See Part IV |
| BuildOn | |||||||
| PO Box 16741 | Stamford | CT | 06905 | 223128648 | 501(c)(3) | $100,000 | See Part IV |
| C24 7 Fathers Arms Ministries | |||||||
| 1348 West Howard Street | Chicago | IL | 606267177 | 813116501 | 501(c)(3) | $34,200 | See Part IV |
| California Institute of Technology | |||||||
| 1200 East California Boulevard | Pasadena | CA | 911250001 | 951643307 | 501(c)(3) | $38,986 | See Part IV |
| Casie Center Inc | |||||||
| 533 N Niles Ave | South Bend | IN | 46617 | 351899479 | 501(c)(3) | $12,510 | See Part IV |
| Catholic Charities of Archdiocese of Chicago | |||||||
| 721 North La Salle Drive | Chicago | IL | 606543751 | 362170821 | 501(c)(3) | $20,000 | See Part IV |
| Catholic Charities of the Archdiocese of Washington DC | |||||||
| 924 G Street Northwest | Washington | DC | 200014532 | 530196524 | 501(c)(3) | $120,000 | See Part IV |
| Catholic Church Extension Society | |||||||
| 150 South Wacker Drive | Chicago | IL | 606064214 | 366000520 | 501(c)(3) | $10,000 | See Part IV |
| Catholic Leadership Institute | |||||||
| 440 East Swedesford Road | Wayne | PA | 190871831 | 232661414 | 501(c)(3) | $20,000 | See Part IV |
| Catholic Student Center at Washingt | |||||||
| 6352 Forsyth Blvd | St Louis | MO | 63105 | 430653244 | 501(c)(3) | $250,000 | See Part IV |
| Celtic Charms Inc | |||||||
| 671 Fort Plains Road | Howell | NJ | 07731 | 272039852 | 501(c)(3) | $55,000 | See Part IV |
| Center for Community Justice | |||||||
| 121 South Third Street | Elkhart | IN | 46516 | 351620204 | 501(c)(3) | $17,100 | See Part IV |
| Center for Excellence in Education | |||||||
| 8201 Greensboro Drive | McLean | VA | 221023813 | 521256563 | 501(c)(3) | $30,000 | See Part IV |
| Center for the Homeless | |||||||
| 813 S Michigan Street | South Bend | IN | 46601 | 351768544 | 501(c)(3) | $174,965 | See Part IV |
| Chicago Council on Global Affairs | |||||||
| 180 N Stetson Ave Suite 1400 | Chicago | IL | 60601 | 362181969 | 501(c)(3) | $25,000 | See Part IV |
| CISE | |||||||
| 100 East 8th Street | Cincinnati | OH | 452022129 | 820977523 | 501(c)(3) | $6,000 | See Part IV |
| Clemson University | |||||||
| Admin Svcs Bldg Pearman | Clemson | SC | 29634 | 576000254 | State of SC | $14,491 | See Part IV |
| College of Charleston | |||||||
| 66 George St | Charleston | SC | 294240001 | 576000265 | 501(c)(3) | $5,565 | See Part IV |
| College of St Benedict | |||||||
| 37 College Avenue South | Saint Joseph | MN | 563742099 | 410969244 | 501(c)(3) | $5,713 | See Part IV |
| College of William and Mary | |||||||
| Post Office Box 8795 | Williamsburg | VA | 231878795 | 546001718 | State of VA | $101,220 | See Part IV |
| Colorado State University | |||||||
| 601 South Howes St | Fort Collins | CO | 805212807 | 846000545 | State of CO | $144,583 | See Part IV |
| Community Foundation of Louisville | |||||||
| 325 West Main Street | Louisville | KY | 402024251 | 310997017 | 501(c)(3) | $10,000 | See Part IV |
| Community Foundation of Pulaski County | |||||||
| Post Office Box 407 | Winamac | IN | 46996 | 352127564 | 501(c)(3) | $20,000 | See Part IV |
| Conexus Indiana | |||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | 352065459 | 501(c)(6) | $25,000 | See Part IV |
| Congregation of Holy Cross | |||||||
| PO BOX 774 | NOTRE DAME | IN | 465560774 | 320344245 | 501(c)(3) | $790,000 | See Part IV |
| Congress for the New Urbanism | |||||||
| 1720 N Street Northwest | Washington | DC | 200362907 | 650483737 | 501(c)(3) | $10,000 | See Part IV |
| Construction Education Trust | |||||||
| 31800 Sherman Avenue | Madison Heights | MI | 480715604 | 386624867 | 501(c)(3) | $9,800 | See Part IV |
| Convent of the Sacred Heart | |||||||
| 1 East 91st Street | New York | NY | 101280689 | 131628166 | 501(c)(3) | $20,000 | See Part IV |
| Cornell University | |||||||
| 377 PINE TREE ROAD | Ithaca | NY | 14850 | 150532082 | 501(c)(3) | $772,528 | See Part IV |
| Cornerstone of Hope | |||||||
| 5905 Brecksville Road | Independence | OH | 441311517 | 341945499 | 501(c)(3) | $25,000 | See Part IV |
| County of Santa Clara | |||||||
| 70 W Hedding St | San Jose | CA | 95110 | 946000533 | 501(c)(3) | $39,619 | See Part IV |
| Cristo Rey Network | |||||||
| 11 East Adams Street Suite 800 | Chicago | IL | 60603 | 043730980 | 501(c)(3) | $10,000 | See Part IV |
| Cross Catholic Outreach | |||||||
| Post Office Box 97168 | Washington | DC | 200907168 | 651156061 | 501(c)(3) | $10,000 | See Part IV |
| Cultivate Food Rescue | |||||||
| 701 North Niles Avenue | South Bend | IN | 466171923 | 813306113 | 501(c)(3) | $32,950 | See Part IV |
| Cure Alzheimer's Fund | |||||||
| 34 Washington Street Suite 200 | Wellesley Hills | MA | 02481 | 522396428 | 501(c)(3) | $500,000 | See Part IV |
| Cypress Community Assistance Ministries | |||||||
| Post Office Box 2336 | Cypress | TX | 774102336 | 760313478 | 501(c)(3) | $20,000 | See Part IV |
| Dartmouth College | |||||||
| 6066 Development Office | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $6,000 | See Part IV |
| Dawn Brancheau Foundation Inc | |||||||
| 2903 Flossmoor Rd | Flossmoor | IL | 60422 | 273700500 | 501(c)(3) | $10,000 | See Part IV |
| Declan Drumm Sullivan Memorial Fund | |||||||
| 3539 Long Grove Road | Long Grove | IL | 60047 | 276886934 | 501(c)(3) | $40,000 | See Part IV |
| Diocese of Fort Wayne-So Bend | |||||||
| 915 S Clinton Street | Fort Wayne | IN | 46802 | 350876373 | 501(c)(3) | $45,000 | See Part IV |
| Diocese of Metuchen | |||||||
| 146 Metlars Lane | Piscataway | NJ | 088544303 | 222385423 | 501(c)(3) | $20,000 | See Part IV |
| Downtown South Bend Inc | |||||||
| 217 S Michigan Street | South Bend | IN | 46601 | 351546291 | 501(c)(6) | $10,100 | See Part IV |
| Duke University | |||||||
| 2200 West Main St | Durham | NC | 277084677 | 560532129 | 501(c)(3) | $565,133 | See Part IV |
| Dynamic Catholic Institute | |||||||
| 901 Adams Crossing | Cincinnati | OH | 45202 | 264549213 | 501(c)(3) | $25,000 | See Part IV |
| Early Childhood Development Center | |||||||
| 10 Child Care Center | Notre Dame | IN | 46556 | 311188922 | 501(c)(3) | $200,000 | See Part IV |
| East Carolina University | |||||||
| 2200 South Charles Blvd | Greenville | NC | 278581821 | 566093187 | 501(c)(3) | $80,162 | See Part IV |
| Eisenhower Medical Center | |||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 922703221 | 956130458 | 501(c)(3) | $100,000 | See Part IV |
| Empower Illinois | |||||||
| 200 North La Salle Street | Chicago | IL | 60601 | 272479414 | 501(c)(3) | $50,000 | See Part IV |
| enFocus Inc | |||||||
| 635 South Lafayette Boulevard | South Bend | IN | 466012219 | 455638209 | 501(c)(3) | $794,250 | See Part IV |
| Epibone | |||||||
| 760 Parkside Avenue | Brooklyn | NY | 112261785 | 800952865 | $19,754 | See Part IV | |
| EvalSolutions Inc | |||||||
| 13087 Grand Vue Drive | Carmel | IN | 460325396 | 271313254 | $15,000 | See Part IV | |
| Evangel Church | |||||||
| 1251 Terrill Road | Scotch Plains | NJ | 07076 | 222049684 | 501(c)(3) | $7,000 | See Part IV |
| Eye to Eye | |||||||
| 50 Broad Street Suite 1702 | New York | NY | 10004 | 510570498 | 501(c)(3) | $250,000 | See Part IV |
| Faith in Indiana | |||||||
| 212 W 10th Street Suite F175 | Indianapolis | IN | 46202 | 452349567 | 501(c)(3) | $10,000 | See Part IV |
| Feeding America | |||||||
| 161 North Clark Street | Chicago | IL | 606013389 | 363673599 | 501(c)(3) | $100,000 | See Part IV |
| FeedMore WNY Inc | |||||||
| 100 James E Casey Drive | Buffalo | NY | 142062368 | 222470820 | 501(c)(3) | $17,500 | See Part IV |
| Fellowship of Catholic University Students | |||||||
| Post Office Box 17408 | Denver | CO | 80217 | 841522811 | 501(c)(3) | $25,000 | See Part IV |
| Fidelity Investment Charitable Gift | |||||||
| 200 Seaport Boulevard | Boston | MA | 022102031 | 110303001 | 501(c)(3) | $30,000 | See Part IV |
| First Tee - Orange County | |||||||
| 430 North Gilbert Street | Anaheim | CA | 928015019 | 274581056 | 501(c)(3) | $10,000 | See Part IV |
| Fischoff National Chamber Music Association | |||||||
| 119 Haggar Hall | Notre Dame | IN | 465565636 | 351650154 | 501(c)(3) | $30,891 | See Part IV |
| Florida State University Research Foundation Inc | |||||||
| 2000 Levy Avenue | Tallahassee | FL | 323105792 | 593211153 | 501(c)(3) | $52,000 | See Part IV |
| Food Bank of Northern Indiana | |||||||
| PO Box 11365 | South Bend | IN | 46634 | 351898055 | 501(c)(3) | $12,700 | See Part IV |
| Fordham University | |||||||
| 441 East Fordham Road | Bronx | NY | 104585149 | 131740451 | 501(c)(3) | $20,000 | See Part IV |
| Forging Industry Education & Research Foundation | |||||||
| 1111 Superior Avenue East | Cleveland | OH | 441142568 | 346556992 | 501(c)(3) | $10,000 | See Part IV |
| Forte Foundation | |||||||
| 9600 Escarpment Blvd | Austin | TX | 78749 | 611457145 | 501(c)(3) | $43,500 | See Part IV |
| Foundation of St Joseph Health Systems | |||||||
| 707 East Cedar Street | South Bend | IN | 466172056 | 351654543 | 501(c)(3) | $21,000 | See Part IV |
| Franklin W Olin College of Engineering | |||||||
| 1000 Olin Way | Needham | MA | 024921233 | 061519057 | 501(c)(3) | $6,118 | See Part IV |
| Fred Hutchinson Cancer Research Cen | |||||||
| 1100 Fairview Avenue North | Seattle | WA | 981094433 | 237156071 | 501(c)(3) | $10,000 | See Part IV |
| Friends of the Panhandle Pathway Inc | |||||||
| Post Office Box 153 | Winamac | IN | 469960153 | 261214550 | 501(c)(3) | $10,000 | See Part IV |
| Furman University | |||||||
| 3300 Poinsett Highway | Greenville | SC | 296131000 | 570314395 | 501(c)(3) | $10,000 | See Part IV |
| General Electric Corporation | |||||||
| dba GE Aviation Post Office Box 641 | Pittsburgh | PA | 152641027 | 140689340 | $44,275 | See Part IV | |
| GeoPoll Mobile Accord Inc | |||||||
| Suite 125 3000 Lawrence Street | Denver | CO | 802053422 | 202939332 | $52,374 | See Part IV | |
| Georgetown University | |||||||
| 37th and O Sts NW | Washington | DC | 20007 | 530196603 | 501(c)(3) | $150,000 | See Part IV |
| Georgia Tech | |||||||
| 926 Dalney St NW | Atlanta | GA | 30318 | 580603146 | State of GA | $2,365,078 | See Part IV |
| Global Citizen Year Inc | |||||||
| 1625 Clay Street | Oakland | CA | 946121564 | 263161342 | 501(c)(3) | $50,000 | See Part IV |
| Global School Leaders | |||||||
| 12329 Culver Blvd | Los Angeles | CA | 900666221 | 814387783 | 501(c)(3) | $15,000 | See Part IV |
| Grand Teton National Park Foundation | |||||||
| Post Office Box 249 | Moose | WY | 830120249 | 830322668 | 501(c)(3) | $250,000 | See Part IV |
| Grassroot Soccer Inc | |||||||
| 15 Lebanon St | Hanover | NH | 03755 | 431957920 | 501(c)(3) | $500,000 | See Part IV |
| Havos Inc | |||||||
| 132 West 31st Street | New York | NY | 100013406 | 862340448 | $92,500 | See Part IV | |
| Healing Emergency Aid Response Team | |||||||
| 614 Frelinghuysen Avenue | Newark | NJ | 071141356 | 208583681 | 501(c)(3) | $10,409 | See Part IV |
| Heisman Trophy Trust | |||||||
| 111 Broadway Suite 103A | New York | NY | 10006 | 137052079 | 501(c)(3) | $8,500 | See Part IV |
| Henry M Jackson Foundation | |||||||
| 6720A Rockledge Dr | Bethesda | MD | 20817 | 521317896 | 501(c)(3) | $821,428 | See Part IV |
| Hoffman Institute Foundation | |||||||
| 1299 4th Street | San Rafael | CA | 949013040 | 330627187 | 501(c)(3) | $10,000 | See Part IV |
| Holy Cross College | |||||||
| 54515 SR 933 Highway North | Notre Dame | IN | 46556 | 351148835 | 501(c)(3) | $60,000 | See Part IV |
| Holy Cross Missions | |||||||
| 102 Moreau Seminary | Notre Dame | IN | 46556 | 526044122 | 501(c)(3) | $142,051 | See Part IV |
| HomeFirst of Santa Clara County | |||||||
| 507 Valley Way | Milpitas | CA | 95035 | 942684272 | 501(c)(3) | $8,957 | See Part IV |
| Horizon Education Alliance | |||||||
| 124 E WASHINGTON ST | Goshen | IN | 465283727 | 460803293 | 501(c)(3) | $9,616 | See Part IV |
| Horizons for Youth | |||||||
| 703 West Monroe Street | Chicago | IL | 60661 | 363796784 | 501(c)(3) | $50,000 | See Part IV |
| Hospice Foundation | |||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 300433147 | 501(c)(3) | $10,100 | See Part IV |
| Howard University | |||||||
| 2244 10th Street Northwest | Washington | DC | 200014012 | 530204707 | 501(c)(3) | $24,998 | See Part IV |
| Illinois Institute of Technology | |||||||
| 3424 S State St | Chicago | IL | 60616 | 362170136 | 501(c)(3) | $173,539 | See Part IV |
| Indiana Economic Development Foundation Inc | |||||||
| 1 N Capitol Ave | Indianapolis | IN | 462042040 | 202664607 | 501(c)(3) | $10,000 | See Part IV |
| Indiana State University | |||||||
| 200 N 7th St | Terre Haute | IN | 47809 | 356001670 | State of IN | $11,481 | See Part IV |
| Indiana University | |||||||
| 400 E 7th St | Bloomington | IN | 482780001 | 356001673 | State of IN | $826,830 | See Part IV |
| Indiana University Foundation | |||||||
| PO Box 500 | Bloomington | IN | 47402 | 356018940 | 501(c)(3) | $15,000 | See Part IV |
| Indiana Wesleyan University | |||||||
| 4201 S Washington St | Marion | IN | 46953 | 350885591 | 501(c)(3) | $20,351 | See Part IV |
| Industrial Arts Institute Inc | |||||||
| 20902 Washington Avenue | Onaway | MI | 497658868 | 463997543 | 501(c)(3) | $55,000 | See Part IV |
| International Catholic Migration Commission Inc | |||||||
| 31 Milk Street Suite 315 | Boston | MA | 021095137 | 521470887 | 501(c)(3) | $10,000 | See Part IV |
| International Research & Exchanges | |||||||
| Suite 600 1275 K Street Northwest | Washington | DC | 200054064 | 223087809 | 501(c)(3) | $99,661 | See Part IV |
| Iowa State University | |||||||
| 221 Wanda Daley Drive | Ames | IA | 500110001 | 426004224 | 501(c)(3) | $69,816 | See Part IV |
| Issue One | |||||||
| 1401 K Street Northwest | Washington | DC | 200054574 | 320384285 | 501(c)(3) | $25,000 | See Part IV |
| Ivy Tech Community College | |||||||
| 50 W Fall Creek Pkwy North Drive | Indianapolis | IN | 462085752 | 237073977 | 501(c)(3) | $265,866 | See Part IV |
| Joan & Sanford I Weill Medical College | |||||||
| 1300 York Avenue | New York | NY | 100654805 | 131623978 | 501(c)(3) | $50,127 | See Part IV |
| John F Kennedy Center for the Performing Arts | |||||||
| 2700 F Street NW | Washington | DC | 205660001 | 530245017 | 501(c)(3) | $6,000 | See Part IV |
| Johns Hopkins University | |||||||
| 3910 Keswick Road | Baltimore | MD | 21211 | 520595110 | 501(c)(3) | $338,545 | See Part IV |
| King County Dept of Community & Human Services | |||||||
| CNK-HS-0500 401 5th Avenue | Seattle | WA | 981041818 | 916001327 | County-King | $98,164 | See Part IV |
| La Casa de Amistad | |||||||
| 3423 S Michigan St | South Bend | IN | 46614 | 351350013 | 501(c)(3) | $15,200 | See Part IV |
| Leadership South BendMishawaka | |||||||
| 440 Edison Lakes Pkwy Ste 300 | Mishawaka | IN | 46545 | 475599720 | 501(c)(3) | $6,500 | See Part IV |
| Life Choices Inc | |||||||
| 411 South Main Street | Phillipsburg | NJ | 088653018 | 223703602 | 501(c)(3) | $10,000 | See Part IV |
| Lifenet Inc A New Jersey Non-Profit Corporation | |||||||
| Post Office Box 1800 | Montclair | NJ | 070427800 | 223292521 | 501(c)(3) | $25,000 | See Part IV |
| Little Traverse Conservancy | |||||||
| 3264 Powell Road | Harbor Springs | MI | 497409469 | 237267810 | 501(c)(3) | $25,000 | See Part IV |
| Logan Community Resources | |||||||
| 2505 E JEFFERSON BLVD | South Bend | IN | 46615 | 350965639 | 501(c)(3) | $105,883 | See Part IV |
| Louisiana State University | |||||||
| 204 Thomas Boyd Hall | Baton Rouge | LA | 708030110 | 726000848 | 501(c)(3) | $42,470 | See Part IV |
| Loyola University Chicago | |||||||
| 820 North Michigan Avenue | Chicago | IL | 606112196 | 361408475 | 501(c)(3) | $209,226 | See Part IV |
| Lumen Christi Institute | |||||||
| 1220 East 58th Street | Chicago | IL | 606371601 | 364191992 | 501(c)(3) | $11,100 | See Part IV |
| Manhattan College | |||||||
| 4513 Manhattan Parkway | Riverdale | NY | 10471 | 131740468 | 501(c)(3) | $113,000 | See Part IV |
| Marian University | |||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221960 | 350868175 | 501(c)(3) | $2,000,000 | See Part IV |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 021394307 | 042103594 | 501(c)(3) | $128,028 | See Part IV |
| Mathematica Policy Research | |||||||
| Post Office Box 2393 | Princeton | NJ | 085432393 | 222112296 | $210,469 | See Part IV | |
| Mayo Clinic | |||||||
| 200 First St SW | Rochester | MN | 55902 | 416011702 | 501(c)(3) | $25,000 | See Part IV |
| McLaren Northern Michigan Foundation | |||||||
| 360 Connable Ave | Petoskey | MI | 49770 | 382445611 | 501(c)(3) | $1,000,000 | See Part IV |
| McLean Hospital | |||||||
| 115 Mill Street | Belmont | MA | 024781064 | 042697981 | 501(c)(3) | $50,000 | See Part IV |
| Mercy Ships Foundation | |||||||
| Post Office Box 2020 | Garden Valley | TX | 757712020 | 752641151 | 501(c)(3) | $25,000 | See Part IV |
| Metropolitan Family Service | |||||||
| 1808 SE Belmont St | Portland | OR | 97214 | 930397825 | 501(c)(3) | $9,100 | See Part IV |
| Miami University Foundation Inc | |||||||
| 107 Roudebush Hall | Oxford | OH | 450562457 | 316026014 | 501(c)(3) | $25,000 | See Part IV |
| Michiana Partnership Inc | |||||||
| 635 S Lafayette Blvd | South Bend | IN | 46601 | 800688483 | 501(c)(6) | $129,235 | See Part IV |
| Michigan State University | |||||||
| 535 Chestnut Rd | East Lansing | MI | 48824 | 386005984 | State of MI | $30,502 | See Part IV |
| Misericordia Family Association | |||||||
| 6300 North Ridge | Chicago | IL | 60660 | 237285834 | 501(c)(3) | $20,000 | See Part IV |
| Misericordia Home | |||||||
| 6300 North Ridge | Chicago | IL | 60660 | 362170153 | 501(c)(3) | $25,000 | See Part IV |
| Montana State University | |||||||
| 211 MT Hall | Bozeman | MT | 597172470 | 816010045 | State of MT | $173,243 | See Part IV |
| Morgan Stanley Global Impact Funding Trust Inc | |||||||
| 8910 Purdue Rd No 500 | Indianapolis | IN | 46268 | 320534221 | 501(c)(3) | $1,575,000 | See Part IV |
| National Catholic College Admission | |||||||
| PO Box 267 | New Albany | OH | 43054 | 222811383 | 501(c)(3) | $6,000 | See Part IV |
| National Football Foundation | |||||||
| 433 Las Colinas Blvd E Ste 1130 | Irving | TX | 75039 | 510226347 | 501(c)(3) | $15,200 | See Part IV |
| National Philanthropic Trust | |||||||
| 165 Township Line Road | Jenkintown | PA | 190463594 | 237825575 | 501(c)(3) | $150,000 | See Part IV |
| Naval Postgraduate School | |||||||
| PO Box 8626 | Monterey | CA | 93943 | 237098729 | 501(c)(3) | $266,122 | See Part IV |
| NCH Healthcare Systems Inc | |||||||
| 350 7th Street North | Naples | FL | 341025754 | 592314655 | 501(c)(3) | $7,500 | See Part IV |
| New Day Foundations for Families | |||||||
| 245 Barclay Circle | Rochester Hills | MI | 483075825 | 260609040 | 501(c)(3) | $25,000 | See Part IV |
| New York University | |||||||
| Post Office Box 5166 | New York | NY | 10087 | 135562308 | 501(c)(3) | $16,474 | See Part IV |
| Norfolk State University Foundation | |||||||
| 700 Park Avenue HBW Suite 410 | Norfolk | VA | 23504 | 237235954 | 501(c)(3) | $25,000 | See Part IV |
| Northern Michigan University Foundation | |||||||
| 1401 Presque Isle Ave | Marquette | MI | 498552818 | 237034523 | 501(c)(3) | $125,000 | See Part IV |
| Northwell Health Foundation | |||||||
| 2000 Marcus Avenue | New Hyde Park | NY | 110421069 | 112965575 | 501(c)(3) | $10,000 | See Part IV |
| Northwestern University | |||||||
| 633 Clark St | Evanston | IL | 602080001 | 362167817 | 501(c)(3) | $262,962 | See Part IV |
| Notre Dame Club of Chicago | |||||||
| 224 S Michigan Avenue Suite 380 | Chicago | IL | 60604 | 362385194 | 501(c)(3) | $15,000 | See Part IV |
| Ogden Contemporary Arts | |||||||
| 2444 Washington Blvd Suite 202 | Ogden | UT | 844012421 | 454478214 | 501(c)(3) | $6,000 | See Part IV |
| Oklahoma State University Foundatio | |||||||
| Post Office Box 1749 | Stillwater | OK | 740761749 | 736097060 | 501(c)(3) | $50,000 | See Part IV |
| Orange County Water District | |||||||
| 18700 Ward St | Fountain Valley | CA | 927086930 | 956002277 | Govt | $25,243 | See Part IV |
| Oregon State University | |||||||
| Post Office Box 960 | Corvallis | OR | 97331 | 611730890 | State of OR | $179,025 | See Part IV |
| Our Lady of Grace Monastery | |||||||
| 1402 Southern Avenue | Beech Grove | IN | 461071160 | 351003229 | 501(c)(3) | $15,000 | See Part IV |
| Our Lady of the Road | |||||||
| Post Office Box 4375 | South Bend | IN | 466344375 | 261184631 | 501(c)(3) | $15,350 | See Part IV |
| Palm Springs Friends of Philharmonic | |||||||
| Post Office Box 12770 | Palm Desert | CA | 922552770 | 237369948 | 501(c)(3) | $10,000 | See Part IV |
| Part of the Solution (POTS) | |||||||
| 2759 Webster Avenue | Bronx | NY | 104583708 | 133425071 | 501(c)(3) | $10,000 | See Part IV |
| Pennsylvania Ballet Association | |||||||
| 100 S Broad Street | Philadelphia | PA | 191071025 | 231629970 | 501(c)(3) | $10,000 | See Part IV |
| Potawatomi Zoological Society | |||||||
| 500 South Greenlawn Avenue | South Bend | IN | 46615 | 351183974 | 501(c)(3) | $10,000 | See Part IV |
| Pratt & Whitney | |||||||
| Post Office Box 73295 | Chicago | IL | 606737295 | 060570975 | $99,624 | See Part IV | |
| Princeton University | |||||||
| 701 Carnegie Center | Princeton | NJ | 085445292 | 210634501 | 501(c)(3) | $37,324 | See Part IV |
| Project Impact South Bend Inc | |||||||
| 55501 Moss Road | South Bend | IN | 46628 | 134331624 | 501(c)(3) | $14,500 | See Part IV |
| Puente Desarrollo International Inc | |||||||
| 51181 Whitewater Lane | South Bend | IN | 466289522 | 824237540 | 501(c)(3) | $20,000 | See Part IV |
| Purdue University | |||||||
| 403 West Wood St | West Lafayette | IN | 479072040 | 356002041 | State of IN | $1,021,958 | See Part IV |
| Rescue Inc | |||||||
| Post Office Box 4488 | South Bend | IN | 466344488 | 351038532 | 501(c)(3) | $10,000 | See Part IV |
| Research Foundation of SUNY | |||||||
| Post Office Box 9 | Albany | NY | 122010009 | 141368361 | 501(c)(3) | $39,743 | See Part IV |
| Research Triangle Institute | |||||||
| 3040 E Cornwallis Rd | Research Triangle Park | NC | 27709 | 560686338 | 501(c)(3) | $16,952 | See Part IV |
| Rice University | |||||||
| PO Box 1892 | Houston | TX | 77251 | 741109620 | 501(c)(3) | $463,338 | See Part IV |
| Roman Catholic Diocese of Boise | |||||||
| 1501 South Federal Way | Boise | ID | 837052591 | 820200748 | 501(c)(3) | $25,000 | See Part IV |
| Roman Catholic Diocese of Charlotte | |||||||
| 1123 South Church Street | Charlotte | NC | 282034003 | 561000633 | 501(c)(3) | $200,000 | See Part IV |
| Roosevelt University | |||||||
| 430 South Michigan Avenue | Chicago | IL | 606051394 | 362167854 | 501(c)(3) | $280,000 | See Part IV |
| Rutgers University | |||||||
| 100 Struble RD | Branchville | NJ | 07826 | 226001086 | State of NJ | $40,215 | See Part IV |
| Saint David's School | |||||||
| 12 E 89th Street | New York | NY | 101280601 | 131655283 | 501(c)(3) | $152,000 | See Part IV |
| Saint Johns Hospital & Health Center Foundation | |||||||
| 2121 Santa Monica Blvd | Santa Monica | CA | 904042303 | 956100079 | 501(c)(3) | $50,000 | See Part IV |
| Saint Mary's College | |||||||
| 153 Le Mans Hall | Notre Dame | IN | 46556 | 350868158 | 501(c)(3) | $211,078 | See Part IV |
| San Jose State University Research | |||||||
| 210 N 4th St | San Jose | CA | 95112 | 946017638 | 501(c)(3) | $183,489 | See Part IV |
| Santa Clara University | |||||||
| 500 El Camino Real | Santa Clara | CA | 950531000 | 941156617 | 501(c)(3) | $250,000 | See Part IV |
| Schwab Charitable Fund | |||||||
| 211 Main Street | San Francisco | CA | 941051905 | 311640316 | 501(c)(3) | $10,000 | See Part IV |
| Scripps Research Institute | |||||||
| 10550 North Torrey Pines Road TPC- | La Jolla | CA | 92037 | 330435954 | 501(c)(3) | $64,961 | See Part IV |
| Seattle Children's Hospital | |||||||
| Post Office Box 5371 | Seattle | WA | 981245005 | 911156519 | 501(c)(3) | $610,316 | See Part IV |
| Shalom Center Inc | |||||||
| 13516 Morgan Drive | Splendora | TX | 773723121 | 742107810 | 501(c)(3) | $30,000 | See Part IV |
| Sisters of Life | |||||||
| 38 Montebello Road | Suffern | NY | 109013824 | 061579167 | 501(c)(3) | $10,000 | See Part IV |
| Sisters of St Benedict of Ferdinand Indiana Inc | |||||||
| 802 East 10th Street | Ferdinand | IN | 475329374 | 350953517 | 501(c)(3) | $10,000 | See Part IV |
| Sisters of the Holy Cross | |||||||
| 407 Bertrand Hall - St Marys | Notre Dame | IN | 465565000 | 350868159 | 501(c)(3) | $15,000 | See Part IV |
| Smithsonian Institution | |||||||
| PO Box 37012 MRC 035 | Washington | DC | 20013 | 530206027 | 501(c)(3) | $75,846 | See Part IV |
| South Bend Alumni Association | |||||||
| 215 S St Joseph Street | South Bend | IN | 46601 | 351674506 | 501(c)(3) | $7,500 | See Part IV |
| South Bend Elkhart Regional Partner | |||||||
| 635 S Lafayette Blvd | South Bend | IN | 46601 | 351893288 | 501(c)(3) | $192,183 | See Part IV |
| South Bend Regional Chamber | |||||||
| 101 N Michigan St | South Bend | IN | 46601 | 350153330 | 501(c)(6) | $74,617 | See Part IV |
| South Bend Symphony Orchestra | |||||||
| 127 North Michigan Street | South Bend | IN | 466011603 | 356042189 | 501(c)(3) | $20,000 | See Part IV |
| South Dakota School of Mines and Technology | |||||||
| 500 E Capitol Ave | Pierre | SD | 57501 | 466000364 | State of SD | $32,849 | See Part IV |
| Southern Methodist University | |||||||
| 3140 Dyer St | Dallas | TX | 75205 | 750800689 | 501(c)(3) | $164,336 | See Part IV |
| Special Camps for Special Kids | |||||||
| 4925 Greenville Ave | Dallas | TX | 75206 | 752205242 | 501(c)(3) | $10,000 | See Part IV |
| St Adalbert's School | |||||||
| 519 S Olive Street | South Bend | IN | 46619 | 351095958 | 501(c)(3) | $10,000 | See Part IV |
| St Ann School | |||||||
| 2211 West 18th Place | Chicago | IL | 60608 | 362284297 | 501(c)(3) | $15,000 | See Part IV |
| St Ann's Catholic Church | |||||||
| 1906 West Texas Avenue | Midland | TX | 797016564 | 751444946 | 501(c)(3) | $20,000 | See Part IV |
| St Clare of Assisi Catholic School in Edwards | |||||||
| 31622 US Highway 6 | Edwards | CO | 816328166 | 841237387 | 501(c)(3) | $25,000 | See Part IV |
| St Francis Xavier Parish | |||||||
| 524 9th Street | Wilmette | IL | 600912714 | 362171003 | 501(c)(3) | $15,030 | See Part IV |
| St John the Evangelist Catholic School | |||||||
| 2401 Lake Park Drive | Smyrna | GA | 30080 | 581097003 | 501(c)(3) | $12,000 | See Part IV |
| St Josaphat Parish & School | |||||||
| 2311 North Southport Avenue | Chicago | IL | 606143116 | 362171045 | 501(c)(3) | $16,000 | See Part IV |
| St Joseph County Parks & Rec Dept | |||||||
| 50651 Laurel Road | South Bend | IN | 466371004 | 351459569 | 501(c)(3) | $10,000 | See Part IV |
| St Joseph County Treasurer | |||||||
| 227 W Jefferson Blvd | South Bend | IN | 46601 | 356000194 | Govt | $115,860 | See Part IV |
| St Joseph University Parish | |||||||
| 3269 Main Street | Buffalo | NY | 142141325 | 160743283 | 501(c)(3) | $10,000 | See Part IV |
| St Martha Catholic Church | |||||||
| 4301 Woodridge Parkway | Porter | TX | 77365 | 742066304 | 501(c)(3) | $90,000 | See Part IV |
| St Patrick Catholic Church | |||||||
| 9643 Ferndale Road | Dallas | TX | 75238 | 751105523 | 501(c)(3) | $5,500 | See Part IV |
| St Patrick's Church | |||||||
| 126 Woodland Ave | Malvern | PA | 193552747 | 231353342 | 501(c)(3) | $50,000 | See Part IV |
| St Pius X Catholic Church | |||||||
| 52553 Fir Road | Granger | IN | 465308865 | 350940397 | 501(c)(3) | $25,000 | See Part IV |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | 941156365 | 501(c)(3) | $1,406,072 | See Part IV |
| Stone Research Foundation for Sport | |||||||
| 3727 Buchanan Street | San Francisco | CA | 941231779 | 943228007 | 501(c)(3) | $10,000 | See Part IV |
| Studebaker National Museum | |||||||
| 201 S Chapin Street | South Bend | IN | 46601 | 351555535 | 501(c)(3) | $5,500 | See Part IV |
| Students for Life of America | |||||||
| 1000 Winchester St Suite 301 | Fredericksburg | VA | 22401 | 521576352 | 501(c)(3) | $10,000 | See Part IV |
| Summits Education | |||||||
| 800 Boylston St | Boston | MA | 02199 | 472768711 | 501(c)(3) | $209,932 | See Part IV |
| TERC | |||||||
| 2067 Massachusetts Ave | Cambridge | MA | 02140 | 046134355 | 501(c)(3) | $78,221 | See Part IV |
| Texas Biomedical Research Institute | |||||||
| Post Office Box 760549 | San Antonio | TX | 782450549 | 741109630 | 501(c)(3) | $570,146 | See Part IV |
| The History Museum | |||||||
| 808 West Washington Street | South Bend | IN | 466011439 | 351124156 | 501(c)(3) | $11,000 | See Part IV |
| The Ireland Funds America | |||||||
| 10 Post Office Square | Boston | MA | 021094603 | 251306992 | 501(c)(3) | $10,000 | See Part IV |
| The Ohio State University | |||||||
| 901 Woody Hayes Dr | Columbus | OH | 43210 | 316025986 | State of OH | $63,563 | See Part IV |
| The Wistar Institute | |||||||
| 3601 Spruce Street | Philadelphia | PA | 191044265 | 236434390 | 501(c)(3) | $129,520 | See Part IV |
| Tulane University | |||||||
| 1555 Poydras Street | New Orleans | LA | 701123701 | 720423889 | 501(c)(3) | $14,917 | See Part IV |
| UGA Research Foundation Inc | |||||||
| 240A Riverbend Road Box 5333 | Athens | GA | 306025333 | 581353149 | State of GA | $22,794 | See Part IV |
| United States Geological Survey | |||||||
| 12201 Sunrise Valley | Reston | VA | 20192 | 530196958 | Federal | $14,700 | See Part IV |
| United Way of Metropolitan Chicago | |||||||
| 333 South Wabash Avenue | Chicago | IL | 606044503 | 300200478 | 501(c)(3) | $55,000 | See Part IV |
| United Way of St Joseph County | |||||||
| 3517 East Jefferson Boulevard | South Bend | IN | 466152282 | 351063368 | 501(c)(3) | $5,205 | See Part IV |
| United Way of the Greater Lehigh Valley | |||||||
| 1110 American Parkway NE | Allentown | PA | 181099117 | 232657933 | 501(c)(3) | $50,000 | See Part IV |
| University Corporation for Atmospheric Research | |||||||
| Post Office Box 3000 | Boulder | CO | 803073000 | 742439386 | 501(c)(3) | $85,047 | See Part IV |
| University of California Berkeley | |||||||
| 2195 Hearst Avenue | Berkeley | CA | 947201103 | 946002123 | State of CA | $1,433,696 | See Part IV |
| University of California Davis | |||||||
| 202 Cousteau Pl | Davis | CA | 95618 | 946036494 | State of CA | $146,467 | See Part IV |
| University of California Irvine | |||||||
| 120 Theory St | Irvine | CA | 92617 | 952226406 | State of CA | $84,864 | See Part IV |
| University of California Los Angeles | |||||||
| 10889 Wilshire Boulevard | Los Angeles | CA | 900951406 | 956006143 | State of CA | $134,832 | See Part IV |
| University of California Riverside | |||||||
| 900 University Avenue | Riverside | CA | 925210001 | 956006142 | State of CA | $20,245 | See Part IV |
| University of California San Diego | |||||||
| 9500 Gilman Drive MC 0954 | La Jolla | CA | 920930954 | 956006144 | State of CA | $465,164 | See Part IV |
| University of California San Francisco | |||||||
| 1855 Folsom St | San Francisco | CA | 941034249 | 946036493 | State of CA | $47,181 | See Part IV |
| University of California Santa Barbara | |||||||
| 3227 Cheadle Hall | Santa Barbara | CA | 931062050 | 956006145 | State of CA | $194,277 | See Part IV |
| University of Chicago | |||||||
| 5235 S Harper Court 4th Floor | Chicago | IL | 60615 | 362177139 | 501(c)(3) | $177,015 | See Part IV |
| University of Colorado | |||||||
| 1800 N Grant St | Denver | CO | 80203 | 846000555 | State of CO | $442,952 | See Part IV |
| University of Florida | |||||||
| 207 Grinter Hall | Gainesville | FL | 326113001 | 596002052 | State of FL | $71,757 | See Part IV |
| University of Hawaii | |||||||
| 2425 Campus Rd | Honolulu | HI | 968222247 | 996000354 | State of HI | $29,020 | See Part IV |
| University of Illinois | |||||||
| 506 S Wright St | Urbana | IL | 61801 | 376000511 | State of IL | $274,450 | See Part IV |
| University of Iowa | |||||||
| 105 Jessup Hall | Iowa City | IA | 52242 | 426004813 | State of IA | $138,984 | See Part IV |
| University of Kansas | |||||||
| 2385 Irving Hill Road | Lawrence | KS | 660457568 | 480680117 | State of KS | $104,530 | See Part IV |
| University of Kansas Center for Research | |||||||
| 3901 Rainbow Blvd | Kansas City | KS | 661608500 | 481108830 | 501(c)(3) | $122,971 | See Part IV |
| University of Kentucky | |||||||
| 301 Peterson Service Building | Lexington | KY | 405060001 | 616033693 | State of KY | $117,163 | See Part IV |
| University of Maine | |||||||
| 5703 Alumni Hall | Orono | ME | 04469 | 016000769 | State of ME | $127,641 | See Part IV |
| University of Maryland | |||||||
| 7809 Regents Dr | College Park | MD | 20742 | 526002033 | State of MD | $41,113 | See Part IV |
| University of Memphis | |||||||
| PO Box 1000 Dept 238 | Memphis | TN | 38148 | 626048540 | 501(c)(3) | $150,514 | See Part IV |
| University of Michigan | |||||||
| 500 S State Street | Ann Arbor | MI | 48109 | 386006309 | State of MI | $214,703 | See Part IV |
| University of Minnesota | |||||||
| 1300 S 2nd St | Minneapolis | MN | 554855957 | 416007513 | State of MN | $436,432 | See Part IV |
| University of Missouri | |||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | 436003859 | State of MO | $51,630 | See Part IV |
| University of Nebraska-Lincoln | |||||||
| Post Office Box 830861 | Lincoln | NE | 685830861 | 470049123 | State of NE | $15,465 | See Part IV |
| University of North Carolina | |||||||
| 103 South Building | Chapel Hill | NC | 27599 | 566001393 | State of NC | $98,707 | See Part IV |
| University of Pennsylvania | |||||||
| 3451 Walnut Street | Philadelphia | PA | 191034330 | 231352685 | 501(c)(3) | $49,726 | See Part IV |
| University of Pittsburgh | |||||||
| 500 Ross Street 154-0455 | Pittsburgh | PA | 152620001 | 250965591 | 501(c)(3) | $49,532 | See Part IV |
| University of South Dakota | |||||||
| 414 E Clark St | Vermillion | SD | 570692390 | 466000364 | State of SD | $18,175 | See Part IV |
| University of Texas at Arlington | |||||||
| 219 West Main Street | Arlington | TX | 760107113 | 756000121 | State of TX | $89,737 | See Part IV |
| University of Texas at Austin | |||||||
| Post Office Box 7458 | Austin | TX | 787137159 | 746000203 | State of TX | $86,486 | See Part IV |
| University of Texas Dallas | |||||||
| 800 West Campbell Road | Richardson | TX | 75080 | 751305566 | State of TX | $428,206 | See Part IV |
| University of Utah | |||||||
| 332 South 1400 East | Salt Lake City | UT | 84112 | 876000525 | State of UT | $274,162 | See Part IV |
| University of Virginia | |||||||
| 1001 N Emmet St | Charlottesville | VA | 229044195 | 546001796 | State of VA | $155,195 | See Part IV |
| University of Washington | |||||||
| 4333 Brooklyn Ave NE | Seattle | WA | 981959505 | 916001537 | State of WA | $460,133 | See Part IV |
| University of Wisconsin | |||||||
| 222 West Washington Avenue | Madison | WI | 537061415 | 396006492 | State of WI | $10,000 | See Part IV |
| University of Wyoming | |||||||
| 1000 E University Avenuee | Laramie | WY | 820712000 | 836000331 | State of WY | $96,690 | See Part IV |
| Vail Valley Foundation Inc | |||||||
| Post Office Box 6550 | Avon | CO | 816206550 | 742215035 | 501(c)(3) | $70,000 | See Part IV |
| Van Buren Conservation District | |||||||
| 1035 East Michigan Avenue | Paw Paw | MI | 490798698 | 383028225 | 501(c)(3) | $5,508 | See Part IV |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | 620476822 | 501(c)(3) | $142,807 | See Part IV |
| Venture Foundation Ltd | |||||||
| 230 NY-340 | Sparkill | NY | 10976 | 133212023 | 501(c)(3) | $7,500 | See Part IV |
| Venues Parks & Arts | |||||||
| 321 East Walter Street | South Bend | IN | 466142642 | 273843043 | 501(c)(3) | $300,000 | See Part IV |
| Virginia Polytechnic Institute and State University | |||||||
| 300 Turner Street Suite 4200 | Blacksburg | VA | 24061 | 546001805 | State of VA | $20,908 | See Part IV |
| Washington State University | |||||||
| Post Office Box 641025 | Pullman | WA | 991641025 | 916001108 | State of WA | $424,590 | See Part IV |
| Wayne State University | |||||||
| 5700 Cass Avenue | Detroit | MI | 482020788 | 386028429 | State of MI | $278,241 | See Part IV |
| Wesleyan University | |||||||
| 212 College Street | Middletown | CT | 06459 | 060646959 | 501(c)(3) | $15,573 | See Part IV |
| WNIT Public Television | |||||||
| 300 W Jefferson | South Bend | IN | 46601 | 351155594 | 501(c)(3) | $11,000 | See Part IV |
| Women's Care Center | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 351609945 | 501(c)(3) | $58,100 | See Part IV |
| Women's Care Center Foundation | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 383651599 | 501(c)(3) | $25,000 | See Part IV |
| Women's Housing Coalition | |||||||
| 119 East 25th Street | Baltimore | MD | 212185232 | 521189812 | 501(c)(3) | $6,000 | See Part IV |
| Wright State University | |||||||
| 3640 Colonel Glenn Highway | Dayton | OH | 454350001 | 310732831 | State of OH | $31,164 | See Part IV |
| WVPE Radio | |||||||
| 2424 California Road | Elkhart | IN | 46514 | 352086960 | $20,000 | See Part IV | |
| Youth Services Bureau | |||||||
| 2222 Lincoln Way West | South Bend | IN | 46638 | 311174910 | 501(c)(3) | $27,500 | See Part IV |
| YWCA | |||||||
| 1102 S Fellows Street | South Bend | IN | 46601 | 350868226 | 501(c)(3) | $7,500 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 286 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Tuition Scholarships, Fellowships, and Room and Board Scholarships | 8956 | $391,013,055 |
| Athletics Grant-in-Aid | 372 | $2,310,277 |
| Housing and Other Assistance | 612 | $1,129,186 |
| Prizes and Awards | 1267 | $2,288,846 |
| Research/Travel Grant | 3684 | $3,515,858 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistance | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE APPROVAL BY THE OFFICE OF PUBIC AFFAIRS, EXCEPT FOR THOSE CHARITABLE CONTRIBUTIONS MADE THROUGH THE UNIVERSITY'S DONOR ADVISED FUND PROGRAM, WHICH UNDERGO A THOROUGH VETTING PROCESS BY THE UNIVERSITY'S TAX DEPARTMENT TO ENSURE THE RECIPIENT ORGANIZATION MEETS THE IRS'S DEFINITION OF A 501(C)(3) NOT FOR PROFIT CHARITABLE ORGANIZATION. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rev John I Jenkins CSC PhD | ||||||||||||||
| President & Trustee | $1,128,276 | $0 | $0 | $0 | $113,161 | $0 | $0 | $0 | $124,176 | $0 | $1,365,613 | $0 | $0 | $0 |
| Rev Daniel G Groody CSC MDiv PhD | ||||||||||||||
| VP & Associate Provost & Trustee | $241,687 | $0 | $0 | $0 | $24,502 | $0 | $0 | $0 | $46,668 | $0 | $312,857 | $0 | $0 | $0 |
| Rev Robert A Dowd CSC MDiv PhD | ||||||||||||||
| VP & Associate Provost & Trustee | $151,553 | $0 | $0 | $0 | $15,489 | $0 | $0 | $0 | $19,917 | $0 | $186,959 | $0 | $0 | $0 |
| Rev Paul V Kollman CSC | ||||||||||||||
| Professor and Trustee | $123,724 | $0 | $0 | $0 | $12,706 | $0 | $0 | $0 | $47,088 | $0 | $183,518 | $0 | $0 | $0 |
| John F Affleck-Graves PhD | ||||||||||||||
| Former Executive VP & Professor | $213,827 | $0 | $0 | $0 | $26,002 | $0 | $22,788 | $0 | $20,979 | $0 | $283,596 | $0 | $0 | $0 |
| Michael D Donovan JD MBA | ||||||||||||||
| VP & Chief Investment Officer | $652,512 | $0 | $2,405,689 | $0 | $36,527 | $0 | $29,000 | $0 | $9,207 | $0 | $3,132,935 | $0 | $0 | $0 |
| Marie Lynn Miranda PhD | ||||||||||||||
| Provost | $723,397 | $0 | $0 | $0 | $80,130 | $0 | $29,000 | $0 | $52,184 | $0 | $884,711 | $0 | $0 | $0 |
| Shannon B Cullinan MBA | ||||||||||||||
| Executive Vice President | $596,728 | $0 | $0 | $0 | $31,680 | $0 | $139,000 | $0 | $58,814 | $0 | $826,222 | $0 | $0 | $0 |
| Marianne Corr JD | ||||||||||||||
| VP & General Counsel | $681,447 | $0 | $20,000 | $0 | $39,916 | $0 | $29,000 | $0 | $13,559 | $0 | $783,922 | $0 | $0 | $0 |
| John B Swarbrick Jr JD | ||||||||||||||
| VP & Director of Athletics | $1,127,250 | $0 | $250,000 | $0 | $1,098,100 | $0 | $229,000 | $0 | $25,937 | $0 | $2,730,287 | $0 | $400,000 | $0 |
| Thomas G Burish PhD | ||||||||||||||
| Former Provost | $387,282 | $0 | $0 | $0 | $3,253,939 | $0 | $29,000 | $0 | $10,282 | $0 | $3,680,503 | $0 | $1,667,327 | $0 |
| Brian Kelly | ||||||||||||||
| Head Coach, Football (until 11/30/21) | $1,252,784 | $0 | $1,300,000 | $0 | $324,903 | $0 | $29,000 | $0 | $94,409 | $0 | $3,001,096 | $0 | $0 | $0 |
| Michael P Brey | ||||||||||||||
| Head Coach, Basketball | $1,229,188 | $0 | $1,431,000 | $0 | $119,156 | $0 | $179,000 | $0 | $10,142 | $0 | $2,968,486 | $0 | $0 | $0 |
| Marcus Freeman | ||||||||||||||
| Defensive Coord., Football (until 11/30/21), Head Coach, Football (as of 12/1/21) | $1,915,023 | $0 | $110,000 | $0 | $199,288 | $0 | $29,000 | $0 | $25,359 | $0 | $2,278,670 | $0 | $0 | $0 |
| Mark C Krcmaric JD MBA | ||||||||||||||
| Managing Director & Chief Operating Officer, Investment Office | $409,463 | $0 | $1,284,535 | $0 | $19,776 | $0 | $29,000 | $0 | $19,383 | $0 | $1,762,157 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Type of benefit- First class travel: Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit-Charter travel: Travel on any private plane requires approval by the President's Office. Recipients of the benefit and tax treatment: First class or charter travel was provided to 11 persons listed on Form 990, Part VII, Section A in 2021. Of this first class or charter travel, none was reported as taxable compensation since a University business purpose was established for the travel. |
| Schedule J, Part I, Line 1a Travel for companions | Type of benefit: Family members of University employees are occasionally asked to travel on University business. Family members travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the family members travel is not properly documented, it is treated as taxable compensation to the employee. Recipients of the benefit and tax treatment: Travel for companions was provided to 6 persons listed on Form 990, Part VII, Section A in 2021 and if the business purpose of the family travel was not properly documented, it was treated as taxable compensation to the employee. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Type of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: Gross-up payments were provided to 3 persons listed on Form 990, Part VII, Section A in 2021 and were reported as taxable compensation in these instances. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Type of Benefit: Housing is provided to members of the CSC religious order who live in University Dormitories or campus apartments and housing may occasionally be provided to University employees. Recipients of the benefit and Tax treatment: Housing was provided to 6 persons listed on Form 990, Part VII, Section A in 2021. 4 persons were members of the CSC religious order and the benefit was excluded from taxable compensation of the recipients under the convenience of the employer exception (IRS Code Section 119). 2 persons received the housing benefit in their capacity of an employee that was treated as taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Type of benefit: Social club dues are occasionally paid on behalf of employees of the University and the value of personal use (as reported on an annual basis) is added to the individual's income. Recipients of the benefit and tax treatment: Social club dues were provided to 2 persons listed on Form 990, Part VII, Section A in 2021 and were reported as taxable compensation in all of those instances. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Thomas Burish, Former Provost, Michael D. Donovan, Vice President and Chief Investment Officer, Brian Kelly, Head Coach Football, Michael P. Brey, Head Coach Basketball, John B. Swarbrick, VP & Director of Athletics, Mark C. Krcmaric, Managing Director & Chief Operating Officer, Investment Office, and Shannon B. Cullinan, Executive Vice President, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar year 2021. Burish received an accrued benefit of $0 due to his retirement on June 30, 2021. Kelly received an accrued benefit of $0 due to his separation from the University on November 30, 2021. Brey received an accrued benefit of $150,000. Swarbrick received an accrued benefit of $200,000. Cullinan received an accrued benefit of $110,000. The accrued benefit and related earnings vest to Brey and Cullinan at the end of the term of each plan (7 and 5 years respectively). The total accrued benefit and related earnings of $3,250,848 to Burish and $988,241 to Swarbrick are taxable in calendar year 2021 as a result of each reaching the term of their plan (6 and 3 years respectively). The accrued benefit and related earnings to Donovan and Krcmaric are fully vested and taxable in calendar year 2021 because of reaching the retirement age and years of service required in 2017 and 2013, respectively. |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | 5a(i) -Michael D. Donovan, Vice President and Chief Investment Officer received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Donovan received $1,871,213 in calendar year 2021 related to this program, and was taxed on unpaid amounts totaling $534,475 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(ii) - Mark C. Krcmaric, Managing Director & Chief Operating Officer, Investment Office received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Krcmaric received $1,028,111 in calendar year 2021 related to this program, and was taxed on unpaid amounts totaling $256,424 as a result of being fully vested in the plan due to meeting the age and years of service requirements. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $58,336 | Qualified Tuition Reduction | Employee Benefit |
| $29,168 | Qualified Tuition Reduction | Employee Benefit |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (12 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Crotty Clan Irrevocable Trust | |||
| Trust Beneficiary is Trustee Thomas J. Crotty, Jr. | $793,973 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| James J Dunne III and Susan C Dunne | |||
| Trustee and Spouse of Trustee | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| Flaherty Trust | |||
| Trust Beneficiary is Trustee James F. Flaherty, III | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| Thomas G Maheras | |||
| Trustee | $793,973 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| James C Parsons | |||
| Trustee | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| J Christopher Reyes 1999 Trust | |||
| Trust Beneficiary is Trustee J. Christopher Reyes | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| M Jude Reyes 1999 Trust | |||
| Trust Beneficiary is Brother of Trustee J. Christopher Reyes | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| Clare Stack Richer | |||
| Trustee | $396,987 | The University purchased limited partnership interest in Notre Dame Pit Road Fund, L.P. from interested person | false |
| Martin-Brower Company LLC | |||
| Martin-Brower Company, LLC is at least a 35% controlled entity of Trustee J. Christopher Reyes | $364,220 | Martin-Brower Company, LLC is a food distribution company that sells to a University campus quick-service restaurant. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy | false |
| Flexjet (Directional Aviation) | |||
| Flexjet is at least a 35% controlled entity of trustee Kenneth C. Ricci | $1,501,356 | Flexjet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy | false |
| Devyn Spruell | |||
| Son of Trustee Byron O. Spruell | $50,000 | Devyn Spruell provided consulting services to Notre Dame Pit Road, LLC, a disregarded entity to the University | false |
| Susan McCusker LLC | |||
| Entity is at least a 35% controlled entity of a family member of former officer John Affleck-Graves | $128,050 | Susan McCusker, LLC provided leadership training and consulting services to several University departments | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Column (c) | FormAndLineReferenceDesc |
| Explanation | The amount of transaction reported on Part IV, column C, for the University's purchase of limited partnership interest in Notre Dame Pit Road Fund, L.P. represents the interested persons pro-rata share of the asset fair market value of the fund at 12/31/21. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 911 | ContributionCnt |
| Noncash Contributions Rpt F990 | $120,357,666 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - QUOTED SHARE PRICES | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Liquidation Proceeds | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $87,025 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - LIQUIDATION PROCEEDS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SEE STATEMENT | 18 | $0 | NONE |
| Yes (X) | Bitcoin | 2 | $47,578 | Other - Liquidation Proceeds |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 15 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I Column (b) | The amounts shown for "Number of contributions or items contributed" represents number of contributions, not the number of items contributed. |
| Schedule M, Part I, Line 33 Column (c) Explanation | AS A MATTER OF POLICY, THE UNIVERSITY DOES NOT RECOGNIZE CONTRIBUTIONS REVENUE FOR GIFTS OF ART, BOOKS, AND OTHER PROPERTY THAT ARE HELD FOR EXHIBIT AND/OR EDUCATIONAL PURPOSES. GIFTS OF SUPPLIES, EQUIPMENT, AND OTHER MATERIALS ARE RECOGNIZED AS CONTRIBUTIONS REVENUE SUBJECT TO THEIR RELATIVE MATERIALITY. |
| Schedule M, Part I, Line 25 Column (b) | THE OTHER CATEGORY INCLUDED THE FOLLOWING TYPES OF PROPERTY: (1) EDUCATIONAL MATERIALS/SUPPLIES: 12 CONTRIBUTIONS (2) MISCELLANEOUS SUPPLIES: 1 CONTRIBUTIONS (3) COMPUTER AND OTHER EQUIPMENT: 2 CONTRIBUTIONS (4) EVENT TICKETS: 3 CONTRIBUTIONS FOR A TOTAL OF 18 CONTRIBUTIONS. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | THE UNIVERSITY USES BROKERAGE FIRMS TO SELL SECURITIES AND USES OTHER THIRD PARTIES TO SELL OTHER TYPES OF PROPERTY SUCH AS REAL ESTATE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 Organization's Mission | The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ. |
| Form 990, Part VI, Line 15 Description of Process for Determining Compensation | The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | John B. Veihmeyer, Trustee and Kenneth C. RIcci, Trustee - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AFTER INTERNAL REVIEW OF THE COMPLETED FORM 990 AND EXTERNAL REVIEW BY THE UNIVERSITY'S OUTSIDE TAX ACCOUNTANTS (PRICEWATERHOUSECOOPERS), THE RETURN IS PRESENTED TO THE UNIVERSITY'S TAX STRATEGY COMMITTEE, WHICH INCLUDES UNIVERSITY OFFICERS (EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL), THE VICE PRESIDENT FOR FINANCE, THE DIRECTOR OF AUDIT AND ADVISORY SERVICES, THE ASSOCIATE VICE PRESIDENT AND CONTROLLER AND MEMBERS OF THE TAX AND COMPLIANCE STAFF, AND REPRESENTATIVES FROM PRICEWATERHOUSECOOPERS. FOLLOWING THIS INTERNAL PROCESS, THE RETURN IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHO REVIEW THE RETURN AND DISCUSS IT AT A MEETING PRIOR TO FILING THE RETURN. UPON COMPLETION OF THEIR REVIEW, IT IS PROVIDED TO THE FULL BOARD OF TRUSTEES, ALSO PRIOR TO THE FILING OF THE RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "constituents" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each constituent's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the constituent if needed, develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Constituent's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University makes its governing documents, financial statements, and conflict of interest policy that applies to all employees available to the public on the University's website. The University does not make its trustees' conflict of interest policy available to the public . |
| Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organization | The Head Coaches, Football and Basketball, are permitted to receive compensation from external sources with prior written approval from the University. However, the University is not a party to any agreements between the coaches and any third party for the payment of compensation to the coaches, and the coaches do not provide services to the University as a result of any such agreements. |
| Form 990, Part VII, Section A Highest Compensated Employees | During calendar year 2021, the University made payments to an LLC owned by the Head Coach, Football, which are not reportable compensation for purposes of Form 990. Therefore, the payments are excluded from Form 990 Part VII and Schedule J, Part II. |
| Form 990, Part VII, Section A Payments to Congregation of Holy Cross, United States Province, Inc. | Rev. John I. Jenkins, Rev. Daniel G. Groody, Rev. Paul V. Kollman, and Rev. Robert A. Dowd are employees of the University and members of the Congregation of Holy Cross, United States Province, Inc. religious order. As members of a religious order who have taken the vow of poverty, compensation earned as employees is paid directly to their religious order and is not required to be reported on a Form W-2. However, the University treats such amounts as reportable compensation in Form 990 Part VII and Schedule J, Part II. Amounts reported as nontaxable benefits in Schedule J, Part II, Column D may include qualified tuition benefits and housing offered to members of the religious order. Rev. John I. Jenkins received his compensation as President of the University, and not in his position as Trustee. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | All other program service revenue - Total Revenue: 9636007, Related or Exempt Function Revenue: 8872883, Unrelated Business Revenue: 763124, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | All other revenue - Total Revenue: 1106698, Related or Exempt Function Revenue: 1106698, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part X, Line 20 Tax Exempt Bond Liabilities | The University is reporting tax exempt bond liabilities of $7,890,000 at the End of year (column B) on Part X, line 20. This amount represents liabilities for tax exempt bonds issued prior to December 31, 2002. Accordingly, Schedule K is not required to be attached to Form 990 for the tax year ending June 30, 2022. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Net gain/(loss) on debt-related derivative instruments - 50762197; Change in value of split-interest agreements - -39744063; Net pension and postretirement benefits-related changes - 35758019; Other non-operating changes in net assets - -3183838; |
| Schedule F, Part II Line 1(D) Purpose of grant | PAYMENTS RELATED TO WORK PERFORMED ON RESEARCH SUBCONTRACT RELATED TO FEDERAL, STATE, OR PRIVATE GRANT ORIGINALLY MADE TO THE UNIVERSITY AND OTHER ASSISTANCE IN ACCORDANCE WITH THE UNIVERSITY'S EXEMPT MISSION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE GP LLC | ||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 802024130 | Feeder fund | DE | -$173,485 | $0 | University of Notre Dame du Lac | |
| Dynamo Brasil III LLC | ||||||||||
| Corporation Trust Center | 1209 Orange St | Wilmington | DE | 19801 | Investments | DE | $0 | $100,119,660 | University of Notre Dame du Lac | |
| NDI Gateway LLC | ||||||||||
| 203 Main Building | Notre Dame | IN | 46656 | Foreign educational activities | IN | $2,980 | $213,644 | University of Notre Dame du Lac | 472320410 | |
| Santa Fe Interests LLC | ||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | Rental real estate | DE | -$2,744,405 | $44,844,911 | University of Notre Dame du Lac | 203977995 |
| ND Pit Road LLC | ||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | Investments | DE | $685,519 | $1,277,890 | University of Notre Dame du Lac | 823967175 | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Association of Notre Dame Clubs Inc | ||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 311050144 | Alumni association | IN | 501(c)(3) | Type III-FI | University of Notre Dame du Lac | Yes (true) | |
| Fundacion University of Notre Dame Chile | ||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | CI | ||||||||
| The University of Notre Dame (USA) in England | ||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | UK | ||||||||
| Voice of the Fighting Irish Inc | ||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | Radio station | IN | 501(c)(3) | Type I | University of Notre Dame du Lac | Yes (true) | |
| Independent Colleges of Indiana Inc | ||||||||||||
| 30 South Meridian Street | Suite 800 | Indianapolis | IN | 46204 | 310901001 | Higher education advocacy | IN | 501(c)(3) | Type I | NA | false | |
| Indiana Biosciences Research Institute Inc | ||||||||||||
| 1210 Waterway Blvd | Suite 2000 | Indianapolis | IN | 46202 | 462882271 | Life sciences research | IN | 501(c)(3) | Type I | NA | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Merit Energy Partners VIII LP | ||||||||||||||||
| 13727 Noel Rd | Suite 1200 | Dallas | TX | 75240 | 752530212 | Direct energy investments | DE | Merit Management Partners I LP | Excluded | $31,365,111 | $157,480,566 | false | false | 0.8212 | ||
| Qiming II Investor Holdings LLC | ||||||||||||||||
| 11100 NE 8th Street | Suite 200 | Bellevue | WA | 98004 | 270464551 | Feeder fund | WA | University of Notre Dame du Lac | Excluded | $1,454,340 | $0 | false | Yes (true) | 1 | ||
| Thor Palmer House Co-Investor LP | ||||||||||||||||
| 25 West 39th Street | 2nd Floor | New York | NY | 10018 | 203283109 | Real estate investment | DE | Thor Palmer House Co-Investor GP LLC | Excluded | -$2,150,239 | $33,017,502 | false | false | 0.6872 | ||
| NDFPR LP | ||||||||||||||||
| PO Box 194170 | San Francisco | CA | 941194170 | 611769730 | Investments | DE | BART Partners VIII LLC | Excluded | $17,836,204 | $66,048,459 | false | false | 0.9778 | |||
| VMG Stone Brewing Coinvestment LP | ||||||||||||||||
| 39 Mesa Street | Suite 310 | San Francisco | CA | 94129 | 812802402 | Investments | DE | VMG Partners III GP LP | Unrelated | -$1,958,577 | $50,855,210 | false | false | 0.648 | -$1,958,577 | |
| EEM LP | ||||||||||||||||
| 981272313 | Investments | EEM Management LP | Excluded | $6,565,452 | $113,069,660 | false | false | 0.99 | UK | |||||||
| Endries Co-Invest LLC | ||||||||||||||||
| c/o Nautic Partners LLC | 50 Kennedy Plaza 17th Floor | Providence | RI | 02903 | 821556028 | Investments | DE | Nautic Capital VIII LP | Excluded | $144 | $421,662 | false | false | 0.9077 | ||
| Level Equity-IMN Investors LLC | ||||||||||||||||
| Two Grand Central Tower | New York | NY | 10017 | 830757153 | Investments | DE | Level Equity Management LLC | Excluded | $0 | $13,355,289 | false | false | 0.9976 | |||
| EEM II LP | ||||||||||||||||
| Investments | EEM Management II LP | Excluded | $0 | $230,233 | false | false | 0.99 | UK | ||||||||
| EEM Opportunities LP | ||||||||||||||||
| 981430893 | Investments | EEM Opportunities Management II LP | Excluded | $4,431,803 | $123,396,048 | false | false | 0.99 | UK | |||||||
| Founder Collective SG SPV LP | ||||||||||||||||
| 1 Mifflin Place | Suite 300 | Cambridge | MA | 02138 | 851490689 | Investments | DE | Founder Collective SG GP LLC | Excluded | $0 | $15,029,642 | false | false | 0.8721 | ||
| Needle 2020-1 LLC | ||||||||||||||||
| 548 Market St PMB 75231 | San Francisco | CA | 941045401 | 853317382 | Investments | DE | Needle 2020-1 Manager LLC | Excluded | $0 | $10,013,298 | false | false | 1.00 | |||
| Mile Rock Capital Fund II LP | ||||||||||||||||
| 700 Larkspur Landing Circle | Larkspur | CA | 94939 | 873134908 | Investments | DE | Mile Rock Capital Management LLC | Excluded | $0 | -$150,451 | false | false | 0.5132 | |||
| SC Global Opportunities SLP | ||||||||||||||||
| Investments | SC Global Opportunities Management LP | Excluded | $0 | $11,228,949 | false | false | 0.99 | JE | ||||||||
| Notre Dame Pit Road Fund LP | ||||||||||||||||
| 1400 E Angela Blvd 149 | South Bend | IN | 46617 | 823984831 | Investments | DE | ND Pit Road LLC | Excluded | $24,610 | $1,507,717 | false | false | 0.1501 | -$549 | ||
| Auxilium Fund III Coperatief UA | ||||||||||||||||
| 981645033 | Investments | Auxilium Fund III Cooperatief UA Holdings | Excluded | $0 | $4,669,666 | false | false | 0.50 | NL | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE LP | ||||||||||||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 80202 | 980582629 | Feeder fund | CA | University of Notre Dame du Lac | C Corporation | -$28,405 | $0 | 0.00 | Yes (true) | |||||||
| Sorin Management Ltd | ||||||||||||||||||||
| Investments | MP | University of Notre Dame du Lac | C Corporation | $0 | $116,002 | 1.00 | Yes (true) | |||||||||||||
| TDR Capital II C Holdings LP | ||||||||||||||||||||
| 980648852 | Feeder fund | UK | University of Notre Dame du Lac | C Corporation | $17,301,136 | $974,260 | 1.00 | Yes (true) | ||||||||||||
| ND Renewable Energy Inc | ||||||||||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 814675664 | Finance | University of Notre Dame du Lac | C Corporation | -$300 | $4,710 | 1.00 | Yes (true) | IN | |||||||
| ND-Structured Immunity Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 822731805 | Health care | University of Notre Dame du Lac | C Corporation | $0 | $50 | 1.00 | Yes (true) | DE | ||||||||
| SAFA Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 824167966 | Software | University of Notre Dame du Lac | C Corporation | $0 | $0 | 0.662 | Yes (true) | DE | ||||||||
| PMD Vibration Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 824269472 | Health care | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1.00 | Yes (true) | DE | ||||||||
| Charitable remainder trusts (76) | ||||||||||||||||||||
| Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiary | University of Notre Dame du Lac | Trust | false | IN | ||||||||||||||||
| Blue Stamp Trust | ||||||||||||||||||||
| Investments | AS | University of Notre Dame du Lac | C Corporation | $20,899,155 | $61,428,027 | 0.6969 | Yes (true) | 1 Breakfast Creek Road | Building 1 Level 1 | Newstead | QLD | AS | 4006 | |||||||
| Fairmount Healthcare Feeder Fund II Ltd | ||||||||||||||||||||
| 2001 Market Street | Suite 2500 | Philadelphia | PA | 19103 | 981465488 | Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | -$1,770,760 | $172,670,909 | 0.5185 | Yes (true) | |||||||
| Feeder Vehicle US AB | ||||||||||||||||||||
| Feeder fund | SW | University of Notre Dame du Lac | C Corporation | $0 | $12,796,440 | 0.714 | Yes (true) | |||||||||||||
| Notre Dame (Beijing) Consulting Co Ltd | ||||||||||||||||||||
| Consulting | CH | NDI Gateway LLC | C Corporation | $1,082 | $294,264 | 1.00 | Yes (true) | Rm 1401-13 14th Flr | Bldg 4 Courtyard 8 Xin Yuan Nan R | Beijing | Chaoyang Dist | CH | ||||||||
| Adapta Education Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 611890512 | Education | University of Notre Dame du Lac | C Corporation | -$6,677 | $45,596 | 0.491 | Yes (true) | DE | ||||||||
| Forever Analytical Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 872242558 | Environmental services | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1 | Yes (true) | DE | ||||||||
| Astace Engineering Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 881823736 | Engineering | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1 | Yes (true) | DE | ||||||||
| Tessellated Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 872220454 | Engineering | University of Notre Dame du Lac | C Corporation | $61,089 | $68,240 | 0.764 | Yes (true) | DE | ||||||||
| Soteria Flooring Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 881838586 | Flooring systems | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1 | Yes (true) | DE | ||||||||
| Drone Response Inc | ||||||||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 872208386 | Emergency services | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1 | Yes (true) | DE | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (28 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Auxilium Fund III Cooperatief UA | ||
| B | $5,085,858 | Funding provided |
| NDFPR LP | ||
| S | $71,813,625 | Amount received |
| Merit Energy Partners VIII LP | ||
| B | $8,464,500 | Funding provided |
| Merit Energy Partners VIII LP | ||
| S | $42,075,000 | Amount received |
| Mile Rock Capital Fund II LP | ||
| B | $4,516,716 | Funding provided |
| Feeder Vehicle US AB | ||
| B | $5,417,269 | Funding provided |
| Endries Co-Invest LLC | ||
| S | $395,996 | Amount received |
| EEM LP | ||
| B | $11,643,600 | Funding provided |
| EEM LP | ||
| S | $481,167 | Amount received |
| EEM II LP | ||
| B | $2,830,394 | Funding provided |
| EEM Opportunities LP | ||
| B | $32,374,170 | Funding provided |
| EEM Opportunities LP | ||
| S | $8,940,176 | Amount received |
| SC Global Opportunities SLP | ||
| B | $19,635,875 | Funding provided |
| TDR Capital II C Holdings LP | ||
| S | $20,548,606 | Amount received |
| VMG Stone Brewing Coinvestment LP | ||
| B | $644,804 | Funding provided |
| Qiming II Investor Holdings LLC | ||
| S | $2,378,034 | Amount received |
| Fundacion University of Notre Dame Chile | ||
| B | $362,996 | Funding provided |
| The University of Notre Dame (USA) in England | ||
| B | $1,058,456 | Funding provided/expenses incurred |
| The University of Notre Dame (USA) in England | ||
| R | $4,587,315 | Remittance of revenue collected on behalf of org |
| Charitable remainder trusts (5) | ||
| S | $1,523,864 | Remainder interests realized |
| ND Renewable Energy Inc | ||
| D | $20,000,000 | Funding provided |
| ND Renewable Energy Inc | ||
| G | $25,200,000 | Sale proceeds |
| ND Renewable Energy Inc | ||
| M | $124,720 | Amount invoiced |
| Sorin Management LTD | ||
| B | $118,676 | Funding provided |
| Sorin Management LTD | ||
| S | $17,335,098 | Amount received |
| Voice of the Fighting Irish Inc | ||
| B | $96,142 | Funding provided |
| Adapta Education Inc | ||
| B | $75,000 | Funding provided |
| SAFA Inc | ||
| B | $75,000 | Funding provided |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Notre Dame du Lac | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | Yes (X) | $0 | $294,560 | $294,560 | $1,896,008,142 | $1,896,302,702 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| Voice of the Fighting Irish Inc | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | $0 | $0 | $0 | $110,745 | $110,745 | $22,149 | $5,537 | $0 | $0 | $0 | |